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IMPACT GROWTH THROUGH DISRUPTION 2016 CAPITAL CONFERENCE NOVEMBER 29 — 30, 2016 THE SHERATON DOWNTOWN PHILADELPHIA HOTEL and the CRYSTAL TEA ROOM PRESENTED BY: HOSTED BY:

IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

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Page 1: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

IMPACTGROWTH THROUGH DISRUPTION

2016 CAPITALCONFERENCENOVEMBER 29 — 30, 2016

THE SHERATON DOWNTOWN PHILADELPHIA HOTEL and the CRYSTAL TEA ROOM

PRESENTED BY: HOSTED BY:

Page 2: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

GROWTH THROUGH DISRUPTION

Disruption = [dis-ruhp-shuh n]

Shakes the box. It’s a radical change in an industry or business strategy. Disruption can be intentional;

out of necessity. Disruption works as a tool, a catalyst and a result of change.

Through best practices in technology, healthcare and early stage innovation, the IMPACT 2016 Capital

Conference will examine disruptions in the marketplace of ideas.

Page 3: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

It is our honor to invite you to attend the IMPACT 2016 Capital Conference, being held November 29th and 30th the Sheraton Downtown Philadelphia Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections resulting in billions of dollars in funding and entrepreneurial success.

2016 is proving to be a dynamic and disruptive year, especially for the business world. Through our theme, “Growth through Disruption”, we will examine the disruptive technologies that are changing the face of industry including drones, driverless cars, and the internet of things. Additionally, the upcoming presidential election has seen its share of disruption and will have a huge impact on the entrepreneurial community. We are excited to welcome Michael Smerconish, Host of The Michael Smerconish Program on SiriusXM Channel 124 and Host of CNN’s Smerconish, to give his insights and analysis after the election. We are also thrilled to welcome Michele Peluso, CMO, IBM, Member of the Board of Directors for Nike, and former CEO of Gilt.com and Travelocity.

There are other exciting features of the conference that we are pleased to announce. We will be bringing back the highly anticipated “Lion’s Den” session where last year two entrepreneurial companies walked away with over half a million dollars in startup funding. The conference will be adding a new student expo center that will help inspire the next generation of entrepreneurs. We have also expanded the one on one networking opportunities throughout the conference to give entrepreneurs and the capital community more opportunity to build meaningful relationships. IMPACT2016 will also feature the Gala Reception which has grown to be the region’s premier networking event for the venture community.

On behalf of Grant Thornton, our fellow sponsors, committee members and the entire PACT community, we are excited to invite you to this unique event. We look forward to seeing you in November!

Dave Maturo Director of Business Development Grant Thornton LLP Host Vice-Chair, IMPACT 2016

Sean Denham Office Managing Partner Grant Thornton LLP Host Chair, IMPACT 2016

Page 4: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

DETAILED SCHEDULE OF EVENTS TUESDAY, NOVEMBER 29, 2016 • 1:00 – 7:30 PM SHERATON DOWNTOWN PHILADELPHIA HOTEL

REGISTRATION OPENS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1:00 p.m.

OPENING REMARKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:30 p.m.The Honorable Jim Kenney, Mayor, City of Philadelphia

GENERAL SESSION – PACT TALKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:00 p.m.Join us for a series of “PACT Talks” from leading experts in “Disruptions”

“DISRUPTION FROM THE FRONT LINES” We are witnessing technological advances and inventions that will change the way we do business, drive cars, travel, and communicate. This “disruption” will be framed for us by an esteemed McKinsey expert on disruptive technologies. We will then hear from a world renowned drone expert and the President of Subaru a leader in driverless cars technologies.

PACT TALK PANELISTS

Tom Doll, President and COO of Subaru of America

Vijay Kumar, Dean of Engineering, University of Penn

Sree Ramaswamy, Senior Fellow, Associate Principal, McKinsey Global Institute

NETWORKING / BREAKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:00 p.m.

There will be many opportunities to seek out that company or investment opportunity in a casual or structured way during our strategically placed networking sessions.

IMPACTGROWTH THROUGH DISRUPTION

Page 5: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

GENERAL SESSION – PACT TALK DISCUSSION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:30 p.m.

“DOES DISRUPTION MAKE MONEY?” Hear from leading investors on how they view the next generation technologies and their ability to not only transform markets but to build scalable, profitable companies. Find out how to stay ahead of the investment curve with the “PACT Talk” Panelists.Moderator:

Sree Ramaswamy, Senior Fellow, Associate Principal, McKinsey Global Institute

KEYNOTE SPEAKER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:30 p.m.Michelle Peluso, Chief Marketing Officer, IBM, Former CEO of Travelocity, CEO of Gilt, Board member of Nike

Sponsored by:

COCKTAIL RECEPTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:30 P.M.Mix and mingle with movers and shakers from the PACT community as the opening day of the IMPACT 2016 Capital Conference concludes.

Co-Sponsored by:

INVESTOR DINNER (BY INVITATION ONLY) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:00 p.m.Investors, senior business development professionals and a select group of key business leaders in the region caucus for an exclusive technology and healthcare industry-focused dinner.

Sponsored by:

Due to the fast paced and evolving nature of the session topics, please check

P H I L LY I M PAC T.C O M for the most up-to-date panelists/speakers list.

Page 6: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

WEDNESDAY, NOVEMBER 30, 2016 • 7:30 AM – 9:00 PM SHERATON DOWNTOWN PHILADELPHIA HOTEL AND THE CRYSTAL TEA ROOM

REGISTRATION OPENS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:30 a.m.

OPENING REMARKS AND BREAKFAST KEYNOTE . . . . . . . . . . . . . . . . . . . . . . . . . . 8:00 a.m.Michael Smerconish, Host of The Michael Smerconish Program on SiriusXM Channel 124 and Host of CNN’s Smerconish

The 2016 political race has been the model of Growth through Disruption. Mr. Smerconish will give an insightful analysis of this

“disruption” and what it means for politics moving forward.

FEATURED COMPANY PRESENTATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:15 A.M.Hear presentations from more than 40 of the region’s most promising investment opportunities in three industry-focused tracks.

EARLY STAGESponsored by:

HEALTHCARESponsored by:

TECHNOLOGYSponsored by:

NETWORKING / BREAKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:15 a.m.There will be many opportunities to seek out that company or investment opportunity in a casual or structured way during our strategically placed networking sessions.

INDUSTRY TRACK PANEL SESSIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:45 a.m.

EARLY STAGE

NOW THAT YOU’VE GOT THE MONEY, HOW DO YOU MANAGE YOUR NEW BOARD AND INVESTORS?This panel will discuss legal aspects of board duties, preparing for and managing board meetings and board expectations, when and how to consult with members of the board and how to best leverage the skills and expertise of your board members and investors.

PANELISTS

Donna Cordner, Co-founder and Managing Partner, OKM Capital

Apu Gupta, Chief Executive Officer, Curalate

Saul Richter, Managing Partner, Rittenhouse Ventures

Jordan Savitch, Former Senior Vice President and General Counsel, Penn National Gamings, INC.

Moderator: Andrew Hamilton, Partner, Morgan Lewis & Bockius LLP

Sponsored by:

Page 7: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

HEALTHCARE

HEALTHCARE SALES CYCLES: HEAR FROM THE EXPERTS, HOW TO SELL AND GET PAID Whether it’s providers or payers, healthcare enterprise sales cycles seem interminably long. Why? Certainly healthcare is not lacking for innovation or inside and outside forces pushing for change. Learn from stakeholders on both sides of the table about how to sell product to a big customer. Panelists will also discuss how they think about the shifting financial landscape in healthcare as we move from volume to value. These reimbursement dynamics are significantly impacting who pays for care and the incentives that different groups have to keep patients healthy. Healthcare start-ups are increasingly helping their customers bear healthcare quality and outcomes risk, sharing in the financial upside of successful results.

PANELISTS

Manik Bhat, CEO and Co-Founder, Healthify

Bruce Brandes, CEO and Founder, Lucro

Randy Gaboriault, CIO/SVP of Innovation and Strategic Development, Christiana Care Health System

Jill Michal, Vice President, Sales Services and Customer Support, Independence Blue Cross

Jon Pearce, CEO and Founder, Zipnosis

Moderator:

Steve Barsh, Chief Innovation Officer, Dreamit

Sponsored by:

TECHNOLOGY

“VALUATION CREATION VIA DISRUPTION” Hear from a panel of successful entrepreneurs who are challenging the status quo to build exciting new businesses. Merriam-Webster defines Disruption as “interrupting the normal progress or activity of (something)”. Disruption creates opportunity and can come in many forms: i) challenging the current regulatory or legal environment, ii) breaking existing business models and iii) new technologies such as virtual reality, drones or driverless vehicles. But disruption does not always come easy or without resistance, but then again the stories wouldn’t be good if they were easy.

PANELISTS

Trent Doucet, CEO, Surna

Nader Elm, CEO, Exyn Technologies Inc.

Abi Mandelbaum, CEO, Youvist

Dinakar C. Munagala, CEO, ThinCI, Inc.

Moderator: Richard L. Cohen, Parnter, Duane Morris LLP

Sponsored by:

Page 8: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

LUNCHEON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:45 a.m.KEYNOTE SPEAKER

Sponsored by:

FEATURED COMPANY PRESENTATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:30 p.m.

EARLY STAGESponsored by:

HEALTHCARESponsored by:

TECHNOLOGYSponsored by:

INDUSTRY TRACK PANEL SESSIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:30 p.m.

EARLY STAGEPICK A TABLE, PICK A TOPIC

Entrepreneurs need a wealth of knowledge and resources to grow.

Sit down with our IMPACT 2016 experts and discuss a variety of topics including: legal fundraising; office space leasing; equity compensation; intellectual property; valuation; PR; and social media. After you absorb new strategies, pick another topic and rotate to another table.

Sponsored by:

HEALTHCAREHEALTHCARE INVESTING – PAST, FUTURE, AND THE ENTRANCE OF NEW INVESTORS

By most accounts, healthcare investing is at or near an all-time high in 2016. Biotechs continued to IPO in the first half of the year even as tech unicorns sat on the sidelines. Venture investing in digital health companies barely paused as investors in other sectors pulled back following market trembles in late 2015 and early 2016. And more new investors have entered U.S. health investing, including “corporates” - ranging from traditional healthcare players like provider systems to general tech companies like Nokia – and overseas players particularly from Asia, who are looking to bring U.S. technologies to foreign markets. What is the cause of this strength and we should we expect for 2017? Are these new investors a flash in the pan or here to stay? Hear the panelists talk about the current landscape of investors, their insights from recent market developments, and their outlook for the year ahead.

PANELISTS

Aaron Flink, Principal, McKesson Ventures

Andrew Goldberg, Chief Operating Officer and Co-Founder, HealthVerity, Inc.

Matthew Kane, Chief Executive Officer & Co-Founder, Precision Biosciences

Spence McClelland, Partner, Noro-Moseley Partners

Bill Slattery, Partner, Private Transactions, Deerfield

Moderator:

Karen Heidelberg, Partner and Chief Communications Officer, Deerfield

Sponsored by:

Page 9: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

TECHNOLOGY“STATE OF THE CAPITAL MARKETS FOR TECHNOLOGY COMPANIES – A TO Z”

This panel, moderated by a leading investment banker focused on the technology ecosystem, will examine the state of the technology capital markets throughout a company’s lifecycle – from raising institutional capital, to going public or selling to a strategic/financial buyer and even going private. The panel is made up of some of the region’s most successful technology entrepreneurs – all of whom have recently led their companies through a recent capital transaction. Don’t miss this opportunity to hear their stories first hand.

PANELISTS

Lars Bjork, CEO, Qlik

Jeff Shanahan, President & CEO, CardConnect

Ross Shankin, Founder and CEO, Jornaya

Matt Gillin, CEO and Co-Founder, Relay

Moderator:

Ryan Limaye, Global Head of Enterprise Technology Investment Banking, Goldman Sachs

Sponsored by:

NETWORKING/BREAKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4:30 p.m.

THE LION’S DEN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:45 p.m.A panel of highly successful entrepreneurs will be presented with 3 investment opportunities from the best of IMPACT’s featured companies. Investment decisions will be made LIVE in front of the IMPACT audience.

THE LIONS

Walter (Buck) Buckley, Co-Founder and Chief Executive Officer, Actua

Robert Corrato, M.D., Founder & Managing Partner, Devon Hill Capital Partners

Thomas J. Gravina, Chairman, Chief Executive Officer, and Co-Founder, Evolve IP

Sashi Reddi, Managing Partner, SRI Capital

Michael Wells, Managing Director, Princeton Biopharma Capital Partners, LLC

Moderator:

Marc R. Lederman, General Partner, NewSpring Capital

Co-Sponsored by:

GALA RECEPTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:00 P.M.Crystal Tea Room, Wanamaker Building, 100 Penn Square, Philadelphia

Join us at the Crystal Tea Room to celebrate the region’s entrepreneurial spirit as we conclude IMPACT 2016 Capital Conference.

Co-Sponsored by:

Page 10: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

BRONZE SPONSORS

1315 Capital

AON Risk

Baird

Baker Hostetler

Baker Tilly

BioAdvance

BNY Mellon Wealth Management

Chase Bank

City of Philadelphia

Colloquia Partners

Cresa

Fidato Partners

First Round Capital

G-Squared Partners, LLC

Gabriel Investments

Greenberg Traurig, LLP

GMS Surgent CPA’s & Advisors

Hercules Technology Growth Capital

Hogan Lovells

Howard Fischer & Associates

Johnson Kendall & Johnson

LLR Partners

M&T Bank

Marcum LLP

Marsh

Murray Devine

Newmark Grubb Knight Frank

NSM Insurance Group

ORS Partners

PNC Bank

Quaker Partners

Saul Ewing LLP

Sharp Financial Group

SolomonEdwards

Square 1 Bank

SRI Capital

Stout Risius Ross, Inc

Stradley Ronon Stevens & Young, LLP

TL Ventures

University City Science Center

Wells Fargo

White and Williams

Withum Smith+Brown

IMPACT INVESTOR SUPPORTERS

MissionOG

Rittenhouse Ventures

SeventySix Capital

IMPACT SUPPORTERS

Alliance for Women Entrepreneurs

Blue Tree Capital Group, LLC

Delaware Crossing Investment Group

Drexel University - Charles D. Close School of Entrepreneurship

Jumpstart NJ Angel Network

Mid-Atlantic Diamond Ventures

Mid-Atlantic – Eurasia Business Council

PA Angel Network

Pennsylvania Bio

Philly New Tech Meetup

Philly Start-up Leaders

Private Investors Forum

Project Liberty

Seed Philly

The Technology Forum of Delaware

G A L A S P O N S O R S

T I TA N I U M S P O N S O R S

Early Stage:Luncheon:

I N D U S T R Y T R AC K V I C E C H A I R S P O N S O R S

Early Stage: Healthcare: Technology:

H O S T S P O N S O R

P L AT I N U M S P O N S O R S

GOLD SPONSORS

Actua

Ametek

Brian Communications

CBIZ

Pfizer Inc

SAP

SILVER SPONSORS

AC Lordi

Bridge Bank

Deloitte

DLA Piper

Heidrick & Struggles

Osage Partners

Pine Hill Group, LLC

Silicon Valley Bank

Temple University

S P EC I A LT Y S P O N S O R S

Page 11: IMPACT...Hotel and The Crystal Tea Room. As the region’s premier venture conference, IMPACT attracts top investors, advisors, and entrepreneurs and makes real business connections

IMPACT 2016 REGISTRATIONRegister online at WWW.PHILLYIMPACT.COM or fax the form below to 215-790-3729.

Pre-registrations for IMPACT 2016 close on November 18. Registrations after November 18 will be processed on-site only, and the cost is $1,000 per attendee.

REGISTRATION INFORMATIONRegistrations must be received by Monday, November 1 in order to be listed in the Book of Attendees. To receive a refund for attendee cancellations, please email [email protected] by Friday, November 11. Substitutions are welcome, but must be emailed to [email protected] by November 11.

REGISTRATION FORMINDUSTRY EXPERTISE:

Technology Healthcare Early Stage Other

PROFESSION: (please indicate type)

Investor, indicate assets under management: $

Entrepreneur Professional Advisor Other

Name(s) of Attendee(s)

Title Company

Address

City State Zip

Phone Fax

Email Website

Please make checks payable to: Philadelphia Alliance for Capital and Technologies (PACT) 200 South Broad Street, Suite 700 | Philadelphia, PA 19102-3813

Charge my: American Express Discover/Novus Mastercard Visa

Cardholder Name Card No.

Exp. Date Billing Address

Amt. Charged Signature (required)

Registrations will only be accepted by post mail, website, or fax 215-790-3729. No registration will be taken over

the phone, and full payment must accompany registration.

PRICE POINTSFULL IMPACT 2016 CONFERENCE

INCLUDES GALA RECEPTION

$499 per P ACT member $899 per Non-member

TUESDAY, NOVEMBER 29 ONLY

$299 per person

WEDNESDAY, NOVEMBER 30

GALA-RECEPTION ONLY

$249 per person $349 per Non-member

INVESTORS

$499 per P ACT member $249 Out-of-Town Investor

ENTREPRENEUR PROGRAM

$200 per person

WALK-IN RATE

$1000