Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily ......Tim McAdam – General Partner,...

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© 2014 Thomson Reuters 10-14 Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily Journal present the NOVEMBER 5, 2014 Hilton Santa Clara Santa Clara, CA Cost - $695.00 WESTERN 5th Anniversary of the

Transcript of Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily ......Tim McAdam – General Partner,...

Page 1: Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily ......Tim McAdam – General Partner, Technology Crossover Ventures, Inc. 12:45pm Networking Luncheon 2:00pm Strategic M&A Involving

© 2014 Thomson Reuters 10-14

Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily Journal present the

NOVEMBER 5, 2014Hilton Santa ClaraSanta Clara, CACost - $695.00

WESTERN5th Anniversary of the

Page 2: Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily ......Tim McAdam – General Partner, Technology Crossover Ventures, Inc. 12:45pm Networking Luncheon 2:00pm Strategic M&A Involving

FACULTY LISTCo-ChairsDavid W. Healy – Partner, Fenwick & West LLPGregory E. Wolski – Partner, Ernst & Young LLP

SPEAKER FACULTY:Diana Bushard – Corporate Counsel, Finance, Brightstar Corp. John-Paul Bogden – Partner, Blake, Cassels & Graydon LLP Matthew Coleman - General Counsel, TPG Growth Jeremiah Gordon – General Counsel, Google Capital Kiki Haar – Vice President and Deputy General Counsel, Informatica Corporation David W. Healy – Partner, Fenwick & West LLP Michael J. Kennedy – Partner, Shearman & Sterling LLP Susan Marsch – Senior Vice President, Deputy General Counsel, Flextronics International Scott B. Joachim – Partner, Fenwick & West LLP Olivia Oran – M&A Reporter, Reuters News Jim Reinhart – Managing Director, Ernst & Young Capital Advisors, Technology Group Michael S. Ringler – Partner, Wilson Sonsini Goodrich & Rosati Colin Ryan - Managing Director, Goldman Sachs Patrick C. Scott – Senior Counsel, M&A, Hewlett-Packard Ken Siegel – Vice President & General Counsel, Cyan, Inc. Curtis Smith – Chief Financial Officer, Infusionsoft Marc Suidan– Partner, Advisory Mergers & Acquisitions, PricewaterhouseCoopers LLP Jonas Svedlund – Executive Counsel, General Electric Kris S. Withrow – Partner, Fenwick & West LLP Gregory E. Wolski – Partner, Ernst & Young LLP Jason White – Director, Silver Lake Partners Michael Wyatt – Managing Director, Morgan Stanley

5th Annual

WESTERN M&A FORUMNOVEMBER 5, 2014Hilton Santa ClaraSanta Clara, CA

Thomson Reuters 5th Annual Western M&A Forum will take an in-depth look at the latest trends and developments impacting pending and possible deals and M&A activity in California and the west coast region. Special attention will be given to merger and acquisition activity within the technology sector.

LEARN DIRECTLY FROM THE INNOVATORS AND ESTABLISHED LEADERS AND GAIN IN-DEPTH INSIGHT ON:

• Top factors driving the M&A market• Industry Drill Downs into Technology Markets• Economic trends likely to impact M&A deals this year• Equity and debt markets landscape• Cross Border Transactions• Private Equity and Investment Trends• Attributes of a Successful M&A Program• …and much more!

THANK YOU TO OUR EVENT SPONSORS!

© 2014 Thomson Reuters 10-14

Page 3: Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily ......Tim McAdam – General Partner, Technology Crossover Ventures, Inc. 12:45pm Networking Luncheon 2:00pm Strategic M&A Involving

PROGRAM AGENDA8:15am Registration & Continental Breakfast

9:00am Welcome from the Co-Chairs

9:15am M&A Trends and Outlook 2014• Factors that are driving M&A and deal activity within

the tech sector• Equity and debt market developments • EU and U.S. economic uncertainties• Shareholder activism• Divestitures/JVs• Acquihire Update Moderator:David W. Healy – Partner, Fenwick & West LLPPanelists:Olivia Oran – M&A Reporter, Reuters NewsJim Reinhart – Managing Director, Ernst & Young Capital Advisors, Technology GroupColin Ryan – Managing Director, Goldman SachsPatrick C. Scott – Senior Counsel, M&A, Hewlett-Packard Michael Wyatt – Managing Director, Morgan Stanley

10:15am Networking Break

10:45am M&A Lessons Learned – What’s Worked and What Hasn’t• Ideal level of LOI/deal summary detail• Winning points at the LOI stage• Do’s and Don’ts when negotiating LOIs • Pitfalls to avoid• Identifying ‘land mines’ while diving your integration

strategy• Implication of compliance and regulatory issues • Anti-bribery and anti-corruption due diligence• Transaction disputes and the arbitration processModerator: Gregory E. Wolski – Partner, Ernst & Young LLPPanelists:John-Paul Bogden – Partner, Blake, Cassels & Graydon LLPKiki Haar – Vice President and Deputy General Counsel, Informatica CorporationJonas Svedlund – Executive Counsel, General ElectricDiana Bushard – Corporate Counsel, Finance, Brightstar Corp.Susan Marsch – Senior Vice President, Deputy General Counsel, Flextronics International

11:45am Private Equity Roundtable• Technology investment trends• Deal terms update• Financing trends• Exit strategiesModerator:Scott B. Joachim – Partner, Fenwick & West LLP

Speakers:Matthew Coleman - General Counsel, TPG GrowthJeremiah Gordon – General Counsel, Google CapitalCurtis Smith – Chief Financial Officer, InfusionsoftJason White – Director, Silver Lake PartnersTim McAdam – General Partner, Technology Crossover Ventures, Inc.

12:45pm Networking Luncheon

2:00pm Strategic M&A Involving Public Companies• Managing Wall Street, board, stockholders• Interfacing with ISS and other institutional proxy

advisors• Recent case law/statutory developments• Fiduciary duty update• Special Committee Issues• Reverse termination fees and antitrust efforts

provisions• Tax/HSR Drivers• Decline in hostile and contested bidsModerator:Michael J. Kennedy – Partner, Shearman & Sterling LLPPanelists:Andrew J. McLeod – Partner, Blake, Cassels & Graydon LLP Michael S. Ringler – Partner, Wilson Sonsini Goodrich & Rosati Ken Siegel – Vice President & General Counsel, Cyan, Inc. Marc Suidan– Partner, Advisory Mergers & Acquisitions, PricewaterhouseCoopers LLP

3:00pm Refreshment Break

3:30pm Private Company Acquisitions – Negotiating Clinic • Dealing with Trados issues• Reallocating the “cap table” • Who “pays” for unvested equity• Re-vesting options to ensure retention• Performance pay for key people vs. earnout for all?• Indemnity tactics/issues• Special IP indemnity• Defining “Damages”• Fraud claims period• Ownership of AC Privilege (Great Hills case)Moderator:David W. Healy – Partner, Fenwick & West LLPSpeakers:Patrick C. Scott – Senior Counsel, M&A, Hewlett-Packard Kris S. Withrow – Partner, Fenwick & West LLP

4:30pm Closing Comments & Conclusion of Conference

4:45pm Networking Reception

© 2014 Thomson Reuters 10-14

Page 4: Thomson Reuters LEGAL EXECUTIVE INSTITUTE and the Daily ......Tim McAdam – General Partner, Technology Crossover Ventures, Inc. 12:45pm Networking Luncheon 2:00pm Strategic M&A Involving

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Thomson Reuters LEGAL EXECUTIVE INSTITUTE presents

NOVEMBER 5, 2014Hilton Santa Clara

Santa Clara, CACost - $695.00

WESTERN5th Anniversary of the

© 2014 Thomson Reuters 10-14