Advantary Presents
Advantary
CEO Roundtable
Series

 
Where CEOs Share Challenges, Ideas, and Solutions

Subject Matter experts

lila tretikov
Deputy CTO
Microsoft

Lila Tretikov is a Corporate Vice President at Microsoft with the Office of the Chief Technology Officer.  She is a leading expert on Artificial Intelligence. She brings a diverse background of business, technology, design, and policy -- and thrives on building products people truly love.

 

Today, Lila brings together the best creators, engineers, scientists, designers, ethicists to solve some of the world's most challenging problems and empower humanity through technology. 

 

Prior to Microsoft, Lila was Chief Executive Officer of Terrawatt, a global organization that aligns corporate, financial, NGOs and political interests to alter the Earth's ecology. She was also Chief Executive of Wikimedia Foundation, an organization supporting Wikipedia, and has authored numerous patents and articles in the field of technology-enabled business transformations. Lila also serves as Board Director and CEO advisor for numerous companies. 

Read more about Lila here.

Katie Davies
Vice President
Vistra

Boston-based Katie Davies is an experienced advisor with over 25 years consulting experience within professional services.  With an entrepreneurial and client centric approach, Katie has advised corporates, private equity “deal makers” and other professional advisors on the operational requirements and practical considerations for companies expanding internationally and / or undertaking international commercial transactions that span multiple countries (including carve outs arising from M&A activity).

 

As a technical advisor herself she is able to provide advice on many of the inter-related technical challenges that arise out of these transactions from a tax, HR, global mobility and legal related (such as, data protection) perspective.  Key areas of focus are on ensuring that entities transact and operate compliantly while managing commercially acceptable levels of risk along with cost mitigation, contributing to the increase of shareholder value.

 

Katie is responsible for leading the growth and expansion of Vistra’s International Expansion Advisory practice working in collaboration with the global sector leads for the Tax, HR and Legal practices bringing these technical resources to the market as a unified provider to address real operational needs in this space.

Read more about Katie here.

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David Connors
Venture Partner
Sequoia Capital
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David Connorsbuilds products at Sequoia Capital, a venture capital firm that has backed companies that now control $1.4+ trillion of combined stock market value.

 

Previously, David was the Co-Founder & CEO of Automately.io, a managed talent sourcing startup for companies looking to grow faster that was acquired by Sequoia in 2019.

 

He has consulted with 30+ startups from Y Combinator on recruiting and growth, and trained as a Management Consultant with PwC in London in the Digital & Emerging Technologies practice. 

 

He was born and raised in Melbourne, Australia and currently lived in the SF Bay Area.

Read more about David here.

Hitesh Shah
BD Director
BDO

Hitesh has more than 30 years of experience spanning startup through venture financing and eventual M&A exits in multiple high technology companies. In depth experience in people management, finance, venture capital, business development, product management, business planning and customer service. Hitesh has raised over $100M in venture capital for four different startups.

Hitesh has served in multiple executive roles as CFO, COO and CEO.  Prior to joining BDO, Hitesh was the Chief Operating Officer at Solum, an Andreessen Horowitz, Khosla Ventures and Google Ventures funded company which was acquired by Monsanto. 

 

Hitesh also served as CEO and COO at Fat Spaniel Technologies acquired by Power-One and CFO at iPolicy Networks which was acquired by Tech Mahindra in India.

 

Read more about Hitesh here.

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Jason Riback
President
MediaMint
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jesse Freese
Senior Business Consultant
Sequoia Consulting Group
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Andrew Przybylski
Senior Investment Manager
Techstars
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Jessica Steilau
CEO
The Sourcery
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Varsha Tagare
Managing Director
Qualcomm
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Reza Manshouri
Vice President, Financial Advisor
Merrill Lynch
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Kristin Speer is Managing Director of the Advance Technology Practice for Westwood & Wilshire in Redwood City, California, leading retained CXO, VP and board searches focused on placing executives who scale technology companies in Fintech, Healthtech, and SaaS B2B, B2B2C applications.

 

Prior to Westwood & Wilshire, Ms. Speer distinguished herself in Korn/Ferry International’s Global Technology Practice for six years and was promoted to Partner, followed by eight years as founder of Accelerated Search Partners. Before joining Korn Ferry, she co-founded and grew Claria Corporation, an innovative $10M staffing company for venture-backed startups. 

 

Kristin earned a double major bachelor’s degree (B.A.S.) from Stanford University, was elected to the Stanford Cap & Gown Honorary Society. She is a board member of the HR Strategy Forum, and loves ballroom dancing.

Read more about Kristin here.

Po Chi Wu
Co-Founder
Quantumfusion.io

Dr. Po Chi Wu is a Visiting Professor in the College of Engineering at UC Berkeley, and an Adjunct Professor in the School of Business and Management at The Hong Kong University of Science & Technology.

 

A highly successful international venture capitalist and entrepreneur, he has lived and worked both in the United States and in Asia, and brings a unique perspective and the rich context of more than 30 years of experience and insight into the challenges of innovation and entrepreneurship.

 

Co-founder and Managing Director of DragonBridge Capital, an investment advisory firm that focused on early-stage technology-focused companies in China, he was also co-founder and President of Allegro Capital, a successful venture capital firm in Silicon Valley.

 

He earned his Ph.D. in Biochemical Sciences from Princeton University and has a BA from the University of California at Berkeley. His family includes several generations of illustrious scholars – his great-grandfather was a Hanlin Scholar in the Ching Dynasty. His father, Prof. Ta-You Wu, retired from the Presidency of the Academia Sinica in Taiwan at the age of 88, and was known as “The Father of Modern Physics in China.”

Read more about Po Chi here.

Dawn Freyman
Owner and Principal 
DJ Freyman Communications
Shmuel silverman
Founder & CEO
Multi-innovation

Shmuel Silverman brings years of leadership experience in Telecommunications, IoT, Blockchain, robotics, and Artificial Intelligence.

 

As CEO and Founder of the Bay Area firm Multi-Innovation, he is an inventor first, with over 145 patents & provisional disclosures, and co-founded and sold successful companies. Leading advanced technology teams of researchers, developers, and marketers at two global icons, Silverman helped develop a proven process to identify, nurture and develop unique intellectual property.

 

His work directly generated innovations and protected hundred of millions in profits, capturing long-term business, for companies such as Gooee, indie Semiconductor, EVRYTHING, and Axiado. Silverman is a strategic, trusted advisor to attorneys, M&A specialists, and entrepreneurial CEOs. 

He is also an in-demand technology expert witness defending companies such as Google, Juniper, Cisco, Avaya, HP, Ericsson, Samsung, Apply, Microsoft, ExSano and more.

Read more about Shmuel here.

Chris Peralta
Founder & CEO
Silicon Valley HQ
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Christopher Peralta has over 25 years Business Development executive experience closing strategic and tactical deals with 50+ tech companies around the world. His passion for innovation is only surpassed for his deep foundation and love of building relationships.

As an entrepreneur, his network exponentially grew after running 100+ Silicon Valley Accelerator and Immersion programs for corporates, investors and startup groups from 20 countries around the world. This evolved to become SiliconValleyHQ platform offering online mentorship to entrepreneurs all around the world connecting to 150+ mentors and experts in Silicon Valley.

Christopher is also no stranger to the Investment landscape, with his last startup investment exiting to Google and personally raising millions of dollars for his own Startups in the Enterprise SaaS, LifeScience and Technology space. Multiple missions of fighting COVID-19 with their paten-pending alcohol free persistent sanitizer, supposing Wildlife Conservation using Blockchain to raise money and awareness to bring back species.

Christopher has been based in Australia, Singapore, New York and Silicon Valley

Christopher holds a degree in Bachelor of Electrical Engineering, majoring in Telecommunbications and sub-major in Computer Systems from the University of Technology, Sydney Australia.

Read more about Christopher here.

Bill Reichert
Co-Founder & Managing Director 
Garage Technology Ventures

Bill Reichert has over 30 years of experience as an investor, entrepreneur and operating executive. Since joining Garage in 1998, Bill has focused on early-stage information technology and materials science companies. He has been a board director or board observer at CaseStack, WhiteHat Security, ClearFuels Technology, Simply Hired, MiaSole, D.light Design, ThermoCeramix, and VisaNow, among others.

 

Prior to Garage, Bill was a co-founder or senior executive in several venture-backed technology startups, including Trademark Software, The Learning Company, and Academic Systems. Earlier in his career, he worked at McKinsey & Company, Brown Brothers Harriman & Co., and the World Bank. Bill earned a B.A. at Harvard College and an M.B.A. from Stanford University.

 

He was a founding board member and a Chairman of the Churchill Club, and is an advisor to the Women’s Startup Lab. He is also a member of the Council on Foreign Relations in New York.

Read more about Bill here.

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David Hayes
Partner 
Fenwick & West

David Hayes advises clients on IP matters of all types, including litigation and audits, complex open source issues, and technology licensing, distribution, acquisition and transfer. Some of the world’s most innovative technology companies, including Amazon, Google, SAP and Synopsys, turn to David for guidance on IP protection strategy and handling significant technology transactions.  

David is a nationally recognized expert and author of a treatise on copyright issues related to the internet and digital media.

Read more about David here.

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Andrew Corn
CEO
E5A Integrated Marketing

Andrew Corn is the CEO of E5A Integrated Marketing, a systematic, data-driven investor acquisition-focused agency that assists asset managers with raising assets and emerging growth companies capital. The firm crafts the strategy, data science, messaging, and digital marketing in outreach to prospective shareholders or customers, and launching new products.

His experience spans several industries, including advertising, marketing, software development, and investing. Previously, he was the CIO for E5A Funds LLC, a firm specializing in alternative investments and after-tax alpha strategies. He also served as CIO for equities at Beacon Trust Company, CEO of Clear Asset Management, and SVP for Corporate Marketing for TheStreet.com.

 

Prior to that, he was EVP Digital for Citigate which purchased his software firm MasterApproach and was the CEO/Head of Strategy for the agency Admaster Communications.

Read more about Andrew here.

Gerald Brady
Managing Director
Silicon Valley Bank

SVB Confidential Gerald Brady is the managing director for Silicon Valley Bank leading the firm's SVB Network which focuses on building the bank's relationships with Fortune 500 CIOs, CTOs, CISOs, CMOs and other C-level executives. SVB Network brings senior executives together to connect with the bank's clients, who are the entrepreneurs at the forefront of technology innovation, spanning every industry sector, as well as the venture capital investors backing these companies.

Through a variety of events and programs, executives, entrepreneurs and investors can compare notes on sectors, share insights on technologies and trends, including SVB's own strategic insights, connect with their peers and together explore ways to collaborate more efficiently.

Prior to joining SVB, Gerald served as the Director of Investor Relations for Siemens AG, where he was responsible for all aspects of investor communications in North America. Before that, he was an acquisition director in the Strategic Planning Group at Siemens Corporation, and served as a managing director of Siemens Acceleration USA, which is the early stage venture capital arm of Siemens.

Gerald holds an honors degree from Kingston University, an MBA from Cranfield University and he is a Fellow of the Royal Society of Arts. Brady served as chairman of the NVCA’s Corporate Venture Group from 2006-2007.

Read more about Gerald here.

Denise brosseau
CEO
Thought Leadership Lab

As the CEO of Thought Leadership Lab, Denise Brosseau works with leaders and their teams to accelerate their journey from leader to thought leader. 

A Wellesley graduate with a Stanford MBA, Denise began her career in the technology industry at companies like Motorola and Broderbund Software. In 1993, she co-founded and was CEO of the Forum for Women Entrepreneurs (FWE). She grew FWE (now Watermark) into the country’s leading organization for women-led start-ups. In 1999, she co-founded Springboard, the prestigious women’s startup launch pad that has led to over $7 billion in funding for women entrepreneurs. Denise also co-founded and served as President of Invent Your Future Enterprises and co-created the Invent Your Future Conference that is now in its 9th year. 

In 2014, Denise wrote Ready to Be a Thought Leader?, (Wiley) to begin to share her ideas about why thought leadership

matters and what it really takes to be a thought leader.

Read more about Denise here.

Neha Sangwan, M.D.
Founder & CEO
Intuitive Intelligence

Neha is CEO of Intuitive Intelligence and is an Internal Medicine physician, international speaker and corporate communication expert who empowers executives by teaching them practical tools to strengthen their relationships, decrease their stress, improve their health and become more effective and conscious leaders.

Neha was a hospital physician for a decade before founding Intuitive Intelligence, her private practice and corporate consulting firm, where she integrates the science of medicine with the art of communication to empower her clients. She is the author of TalkRx: Five Steps to Honest Conversations that Create Connection, Health and Happiness.

Neha consults, speaks and is an executive coach for organizations such as American Express, Apple, Google and Kaiser Permanente, and has shared her insights on the stages of TEDx Berkeley, TEDx San Luis Obispo and TEDx Babson College.

Read more about Neha here.

Parker Lee
Founder & Managing Partner
Territory

Parker Lee is a veteran of the consulting, technology, entertainment and sports marketing industries. Prior to co-founding Territory, Parker founded the design consultancy, Compass52, and drove double-digit growth while delivering innovative design thinking engagements for global clients. Concurrently, Parker co-authored The Art of Opportunity, a practical guide to identifying, developing, and seizing growth opportunities.

 

Prior to Compass52, Parker served as president and executive vice president of business development at XPLANE, a global design consultancy. During his eight-year tenure, sales and marketing enjoyed significant annual growth.

 

Parker has been actively designing organizations for better performance since the 1970s. During the “dot com” era, Parker acted as vice president of business development for four pre-IPO technology companies. He also pioneered the use of social media, developing and implementing online marketing and communications for the California State Democratic Party during the 2004 election. 

 

Prior to breaking into the technology field, Parker enjoyed a varied career in the entertainment and sports industries. Notably, in the 1980s was director of entertainment and special events for Caesars Palace Las Vegas Hotel and Casino and led the events division and served as agent for cycling star Greg LeMond while working for sports marketing pioneer, ProServ.

Read more about Parker here.

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Will decker
Group VP
Plug and Play Tech Center

Will Decker is a Silicon Valley VP who leads the global Brand & Retail program and co-founded the Media & Advertising program at Plug and Play. 

Over the past 16 years, he has advised board members, C-level execs and startup founders, helping to invest in, build and grow businesses across multiple industries and geographies. 

He founded an commerce company, has advised on enterprise innovation and helped grow the largest global mobile consumer and advertising audience while at Yahoo!.

 

Will Decker has a BA in Mathematics from UC Berkeley and an MBA from the University of Chicago Booth School of Business.

Read more about Will here.

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Ken olofsen
Advisor
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Lewis Lee
CEO, Global Head
Aon Intellectual Property Solutions
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Lewis is ranked as a top 300 IP Strategist and a top 1000 Patent Attorney worldwide by Intellectual Asset Management Magazine (IAM). He was co-founder of nationally recognized IP law firm, Lee & Hayes, pllc.

 

Over his 30-year career as a patent lawyer, he has focused on helping clients build global IP portfolios that enhanced enterprise value. He has also innovated software tools that leverage IP data analytics to help clients assess and value IP portfolios, develop worldwide IP strategies, and ascertain strategic and competitive IP positions.

 

Lewis is a recognized thought leader, inventor, and author.

Read more about Lewis here.