Meet the 2016 Speakers:
|Scott Bergquist, (Silicon Valley Bank)
As Senior Market Manager for Silicon Valley Bank, Scott oversees all business development and client relationship activities in the broader Midwest. From commercial banking offices in Denver and Chicago, his teams manage in excess of 500 discrete relationships with over $250mm in committed capital invested.
Bergquist joined Silicon Valley Bank in 2000 as a senior vice president and senior relationship manager based in the Seattle office, where he managed a local portfolio of technology clients. In his tenure at Silicon Valley Bank, Bergquist has specialized in unique financing solutions for high-growth technology and life science companies. During his 23-year commercial banking career, he has been active in the local technology community and held positions at Seafirst Bank in Seattle and Bank of America.
Bergquist earned a bachelor’s degree in economics from the University of Colorado and a master’s degree in finance from the Leeds School of Business at the University of Colorado. Currently residing in Boulder, he enjoys the outdoors year-round with his wife and three children, and is honored to serve as Board President of Emergency Family Assistance Association.
|Sean Lawson, (Silicon Valley Bank)
Sean Lawson is manager Strategic Advisory Services, SVB Financial Group, responsible for executing client engagements and conducting research on emerging technology companies in the venture capital ecosystem.
Prior to joining SVB Financial Group, Lawson was an intern at Caliber Advisors in San Diego, CA, where he assisted associates and directors with valuation opinions ranging from buy-sell agreements, estate and gift, fairness opinions, financial statement reporting and security and intellectual property valuations.
Lawson received his bachelor’s degree in Management Science and a minor in Accounting from the University of California, San Diego.
Panel #1: Funding Options that Compliment Venture Capital
|Jason Schneiderman, Moderator (Perkins Coie)
Jason Schneiderman, a partner in Perkins Coie’s Corporate practice, focuses his practice in the area of business law with a particular emphasis on the formation of startup/emerging companies, venture capital and debt financings, mergers and acquisitions, intellectual property licensing and general corporate matters. He represents clients in a number of industries, including computer software, hardware, electronics companies, communications, software as a service, computer games, virtual reality, consumer facing websites (with an emphasis in the travel, real estate and social networking industries), and media/publishing companies. He advises startups and venture-backed companies on business plans, incorporation, financing, founders stock, employee equity plans, intellectual property protection, licensing, distribution and strategic agreements, and mergers and acquisitions.
|Krista Morgan (P2Bi Investor)
Krista Morgan is co-founder and CEO of P2Binvestor, a Denver based crowd-lending platform that provides working capital financing to growing businesses. In just over a year since P2Binvestor went to market with its lending and investment platform, Krista has grown the company from an idea into a multi-million dollar company, a thriving online marketplace, and one of the few tech enabled commercial lenders that can underwrite and fund large, million dollar lines of credit in a few days. Before founding a financial technology company, she worked in digital marketing and managed accounts for major brands such as CocaCola and Barclays at some of London’s top digital agencies, and earlier in her career she managed operations for a custom motorcycle frame manufacturer. Krista hails from Montreal, earned a degree in economics from McGill University, and is the cohost of Women Who Startup Radio, a biweekly podcast for and about women entrepreneurs. She has a commitment to and passion for mentoring other women entrepreneurs, helping business owners understand finance options at different growth stages, and teaching others about fundraising and scaling a startup.
|Ken Jensen (OEDIT)
Ken Jensen works at OEDIT as the senior manager for new program development. He is the program manger for the Advanced Industry Tax Credit, which offers benefits to investors in startups. The tax credit is administered in conjunction with the Advanced Industry Grant Program.
|David Dolezal (Novus Capital Group)
David Dolezal is a Managing Director at Novus Capital Group. He has 15 years of experience in providing financing solutions to technology companies from start-up to IPO and beyond. Prior to working in venture debt, Dave was Vice President and Relationship Manager with Silicon Valley Bank. Throughout his career, he has been responsible for providing a variety of financing solutions, including leases, term loans, revolving lines of credit and structured asset-based loans to technology company clients.
Panel #2: Funding Sources that can replace or supplant VC funding
|Anna Ewing, Moderator (Colorado OED, COIN)
Anna is Chief Operating Officer of Colorado’s Office of Economic Development & International Trade (OEDIT), overseeing agency operations, human resources, and finance functions as well as providing cross-divisional leadership on a broad range of economic development initiatives and serving on several related advisory boards. She is also Executive Director of the Colorado Innovation Network, leading its strategy to convene, connect, and foster circles of exchange around global ideas, talent, capital, and the entrepreneurial spirit to strengthen economic development and diversity.
Before joining OEDIT and COIN in early 2015, Anna enjoyed a dynamic corporate finance career, most recently as Chief Financial Officer of Vodafone Americas where she spent six years. Before Vodafone, Anna held progressive strategic & financial positions in several industries; first in marketing & advertising with the Omnicom Group Inc. network and then in resort management with Intrawest. She began her career at Price Waterhouse LLP. Anna graduated from Baylor University with a BBA and holds CPA and CGMA licenses.
A fourth-generation native of Colorado, she is a travel and adventure enthusiast and enjoys the great outdoors with her husband Chris, two young children, and rescue dog Magnum.
|Karl Dakin (Dakin Capital Services)
Karl Dakin is an expert in early stage capital.
|Joel Gheen (Cyprus Capital)
Joel joined Cypress Growth Capital in 2014 and oversees the firm’s Denver office with responsibility for investing activity throughout Colorado. He works closely with Cypress portfolio companies on growth initiatives and follow-on capital strategy.
Prior to joining the Cypress team, Joel was a Managing Director at Core Capital Group, a boutique investment bank with a focus on raising early rounds of institutional capital for growth-stage companies. He worked closely with the top executives of many technology and business services companies to develop and execute viable financing strategies. Joel also worked for T. Rowe Price, a premier asset management firm, after starting his career in finance as a licensed security broker. As an entrepreneur, Joel founded a specialty commodity import/export business focused on sub-Saharan Africa. Joel holds his Series 7, 66, and 79 licenses, has an MBA from the University of Maryland’s Smith School of Business and a B.A. in Economics from the University of Colorado-Boulder.
|Gary Miller (SDR Ventures)
Gary Miller joined SDR Ventures, Inc. in 2015. As a Director, Gary leads engagements including business consulting for strategic planning, preparing companies for sale or to raise capital, growth and expansion strategies, value creation, exit strategy planning and post-merger/acquisition integration.
Gary also is the Founder and CEO of GEM Strategy Management, Inc., a strategic planning advisory firm. Gary has over 30 years of business experience with middle market, Fortune 500 and Global 10 companies.
Prior to forming GEM Strategy Management Inc., Gary formed and organized nine real estate private equity funds totaling over a $100 million and he served as Managing Director of the $500-million Ackerman Medical Building Fund I, where he led its formation and organization. Gary was also global marketing director for IBM’s Global Services Division, integrating intellectual capital to IBM’s 2000 consultants worldwide from Aragon Consulting Group, a management and research firm he founded and sold to IBM in 2000.
Gary is known for his lectures, seminars and keynote addresses on a variety of business subjects and is often sought out by major media outlets for his expert views. His market research has been published in major media outlets and in the U.S. Senate Congressional Record. Gary gives lectures and has taught business strategy and marketing at a number of universities including the University of Missouri in both Columbia, MO and St. Louis, Washington University in St. Louis, St. Louis University, Miami University in Oxford, OH and the University of Denver.
Videos from the 2015 Colorado Capital Conference
Keynote Speaker: Basil Peters
Panel #1: Singles & Doubles – Peter Adams, Mike Freeman
Panel # 2: Driving the Exit – John Spiers, Dave DuPont, Heather Callander-Potters
Panel #3: The Great Debate – Fred Green, Mark Evans, Andrew McGregor, Kirk Holland