Creating 20/20 Vision for 2020
Wednesday, January 29, 2020
Location: BNY Mellon Wealth Management
3000 Sand Hill Road #3-290
Menlo Park, CA 94025
2020 promises to be an eventful year with Elections, the Olympics in Japan, Trade Wars with China, and Brexit.
Join us at BNY Mellon Wealth Management as our panel of experts examine the biggest trends expected to impact all aspects of the Capital Markets from VC Funds and Corporate Venture to Investment Banking and Wealth Management.
Our Distinguished Panel
Alexei is a managing director of Autotech Ventures. He brings a long track record of investing in hard science startups related to both hardware and software, and he enjoys working with companies that build competitive barriers to entry via fundamental IP or strong network effects.
Previously, Alexei was a managing director of NY-based VC firm Harris & Harris Group, leading their Silicon Valley office. Prior to H&H, he was at Draper Fisher Jurvetson (DFJ), contributing to their VC investments in advanced manufacturing, quantum computing, and alternative energy.
Alexei earned his MBA from Stanford, his PhD in Solid State Physics from Moscow Steel & Alloys Institute, and completed coursework for MA in Liberal Sciences from Dartmouth.
Director, Corporate Finance
Dan is a Director in KPMG Corporate Finance’s Financial Technology practice based in San Francisco. Dan joined KPMG in 2015 and specializes in advising Financial Technology sector clients on M&A advisory services and private capital raises. Dan has over 12 years of experience providing investment banking services, including sellside and buyside M&A advisory and capital markets transactions across a broad range of industry verticals, including bank technology, payments, human capital management, and digital commerce.
Prior to joining KPMG Corporate Finance, Dan worked in Houlihan Lokey’s TMT group focused on executing M&A and capital raise transactions for SaaS/software clients. Previously, he was an Investment Banking Associate at Wells Fargo Securities where he focused M&A for west coast middle market clients.
Dan received a B.A. in Economics-Accounting with a Finance minor from Claremont McKenna College.
BNY Mellon Wealth Management
Yale Kofman is a managing director for BNY Mellon Wealth Management’s Family Wealth Investment Advisor group in the West region. In this role, he provides investment advice to both domestic and international clients by creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning and private banking needs.
Yale joined the firm in 2015 and has more than 25 years of experience in the investment management industry.
Prior to joining BNY Mellon he served as Chief Administrative Officer for First Republic Private Wealth Management and as a Managing Director for Charles Schwab Investment Management, where he was an institutional portfolio manager and a member of the Investment Strategy Council. Yale also held positions in trust administration earlier in his career.
Squire Patton Boggs
David advises clients on mergers and acquisitions, joint ventures, sales and purchases of equity and debt securities, and corporate governance matters. He regularly counsels companies and investors (including VCs and corporate funds) in federal and state securities laws, including SEC filings and disclosure
issues under the Securities Exchange Act of 1934, as amended. He has extensive experience with VC financings and fund formation.
David’s practice includes substantial experience and knowledge of the Foreign Corrupt Practices Act (FCPA), international business transactions and other commercial transactions.
David is a frequent speaker on key issues for global companies, and has presented to the Association of Corporate Counsel’s Bay Area Chapter on the FCPA, as well as mergers and acquisitions in China. In addition, David has authored several published articles and hosted seminars on the FCPA, and other trade and compliance issues for Silicon Valley companies.
David has been a member of the Board of Directors and Executive Committee of the Japan Society of Northern California since 2011. He also has been a member of the Editorial Board of the State Bar of California’s Business Law News since 2007.
Our Distinguished Moderator
BNY Mellon Wealth Management
Mark Jamison is a Certified Exit Planning Advisor and Senior Director with BNY Mellon Wealth Management. He is an expert in guiding successful entrepreneurs and wealthy families through strategic and financial exits of their privately held companies. With significant experience regarding liquidation events, mergers & acquisitions and exit strategy, Mark is one of the few wealth managers that truly specializes in taking business owners comfortably through the “Owner to Investor” transition. This is accomplished by advising the business owner on how to maximize the value of the business pre-sale, ensure the owner is personally and financially prepared, then make certain the owner is properly equipped for life after the sale.
Mark joined the firm in 2016 and has more than 14 years of experience in the investment and financial services industry. Previously, Mark was a Principal with Bernstein Global Wealth Management. He holds the Certified Exit Planning Advisor designation through the Exit Planning Institute. Utilizing the resources of a global organization combined with an entrepreneurial mindset, Mark helps clients better understand where they are in relation to their goals and coordinates the proper steps to an action plan for financial success.
Mark received a Bachelor of Science degree from The Ohio State University in Finance.