The flagship WFS Tech Conference for CEOs, founders, and investors of software and IT companies, covering Tech M&A: investment, growth, strategy, buyouts, sales, and mergers. Insights from: private equity, VC, angels, strategic buyers, M&A advisors, and CEOs who’ve had a successful exit.
Toronto 2020
Mar 4, 2020
Agenda
11:30 – 12:00
Registration and Light Lunch
12:00
Welcome
Gold Sponsor: Scott Bergen, McCarthy Tétrault LLP
Platinum Sponsor: David Levine, Corum Group
12:05 – 12:25
2020 Top Ten Disruptive Technology Trends
David Levine, Corum Group
12:25 – 1:25
Investors Panel: Will your strategy get funded?
Estelle Chen, Director, BMO Technology & Innovation Banking
Mark Gilbert, Director, Loan Origination, Espresso Capital
Russell Samuels, Partner, WhiteCap Ventures
Prathna Ramesh, Managing Director and CCO, Maple Leaf Angels
Karl Schabas, Managing Director, Verstra Ventures
Matthew Leibowitz, General Partner, Quayside Venture Partners
Moderator: Dr. Ivan Ruzic, Corum Group
1:25 – 1:55
Tech Valuations: What are you worth?
John Kirkpatrick, Corum Group
1:55 – 2:40
Introductions & Networking Break
2:45 – 3:45
Buyers Panel: Do you have what they want?
Kevin Climans, Software Investor, Klass Capital
Shaun Maine, President & CEO, Converge Technology Solutions Corp.
Jenna Sleefe, Software Investor, K1 Investment Management
Shezad Okhai, Vice President, Volaris
Moderator: Scott Bergen, McCarthy Tétrault LLP
3:50 – 4:40
Sellers Panel: Advice from CEOs who’ve sold & how to prepare for an exit
Ferhan Bulca, Co-founder & CEO, Acumyn
Lisa Israelovitch, Co-founder & CEO, Umapped
Matt Stevens, former CEO, FleetCarma
Moderator: Dave Levine, Corum Group
4:40 – 5:00
Succession Planning: How to get an Optimal Outcome
Dr. Ivan Ruzic, Corum Group
5:00 – 6:00
Cocktail & Networking Reception
Sponsored by: McCarthy Tétrault LLP