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Meet at the Crossroads of Market Opportunity,
Entrepreneurial Talent and Leading Investors:
The Power of the 40+ Market
Agenda
Tuesday, June 19, 2007
8:30 am– 6:30 pm
Santa Clara University – Recital Hall
www.boomerventuresummit.com
7:30 am – 8:30 am |
Registration & Continental Breakfast |
8:30 am – 9:30 am |
Opening Session
Welcome and Introductions
Jan Sola, Ph.D., Associate Director, Executive Development Center (EDC)
Leavey School of Business, Santa Clara University
KEYNOTE ~ The User Revolution and the Boomer Generation
Safa Rashtchy, Managing Director, Senior Internet Analyst,
Piper Jaffray & Co.
A discussion of the User Revolution trend and how the boomer generation is participating in it. For the boomers, the Internet is still primarily a utility tool and the move to become a full media channel requires focus on this generation’s needs: Help this generation to be more efficient and more actively involved in running their live. This is the generation that will freely spend, but it needs customized service. This is also the most sophisticated generation of its age group and it is ready to take control. Simply assuming what this generation needs and trying to sell those products and services will not do. The new, educated boomer generation knows what it needs – the best business models will enable them acquire what they want, and be more efficient.
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9:30 am - 9:45 am |
The Top Five Trends Driving the Boomer Marketplace
Mary Furlong, Ed.D, Dean’s Executive Professor of Entrepreneurship
Leavey School of Business, Santa Clara University
CEO, Mary Furlong & Associates
Dr. Furlong, a serial entrepreneur who has raised over a $100 million focusing in the boomer marketplace, shares the top five trends in global markets - longevity, technology, eshock/life-stage transitions and spirituality. She will also share research about the market opportunities in travel, gaming, family, romance and eldercare.
Summit registrants will receive a copy of the introductory chapter and chapter on financing your dream from her book, Turning Silver into Gold: How to Profit in the New Boomer Marketplace.
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9:45 am - 10:00 am |
Strategy and Knowledge Management from the AARP Perspective
Jody Holtzman, Director, Knowledge Management, AARP
With over 38 million members, AARP is the leading organization serving the boomer-senior marketplace. Learn the latest research and strategy from the head of AARP’s knowledge management division
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| 10:00 am - 10:15 am |
Refreshment Break
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| 10:15 am - 11:15 am |
The Most Important Priorities of VCs Investing in the Boomer Marketplace
Investors and entrepreneurs who want to lead in the aging marketplace will need to have an integrated strategy that speaks to both the for-profit and non-profit world. Learn the investment strategies of leading VCs in the boomer marketplace as well as the priorities of non-profits that serve the aging and boomer marketplace.
Moderator: Peter Ziebelman, Partner, Palo Alto Venture Partners
Bill Elkus, Managing Director, Clearstone Venture Partners
Jody Holtzman, Director, Knowledge Management, AARP
James L. Koch, Executive Director of the Center for Science, Technology & Society; Professor of Management, Santa Clara University
Aileen Lee, Partner, Kleiner Perkins Caufield & Byers
Robert Stein, President & CEO, American Society on Aging (ASA) |
| 11:30 am - 12:15 pm |
2007 Silicon Valley Boomer Business Plan Competition
General Category
The Competition, now in its fourth year, is the first and only international business plan competition to focus on innovative products and services for the 40+ market presented by start-ups and early stage companies. Two $10,000 prizes (one in a Health category, the other in a General category) will be awarded to the business plans that are considered by an elite group of judges to have the highest potential for success in this market.
The General Category is for business ideas – with an emphasis on the boomer and/or aging market – that relate to the areas of: travel, financial services, media, transportation, grand-parenting, relationships, social networks, real estate, fashion and beauty, recreation and play, spirituality. Screening judges with expertise in these different segments will evaluate the business plans. Technology innovations can be integrated into these business ideas.
Four finalists from the Fourth Annual Silicon Valley Boomer Business Plan Competition will present their plans to the Summit and the blue ribbon panel of judges. |
| 12:30 pm - 1:45 pm |
Authors, VCs and “Influentials” Luncheon
Menu Designed by Mollie Katzen, author, Eat, Drink and Weigh Less and Moosewood Cookbook
Enjoy a delicious, healthful lunch designed by Mollie Katzen, author of Moosewood Cookbook, one of the ten best-selling cookbooks of all time and her new book, Eat, Drink, & Weigh Less; A Flexible and Delicious Way to Shrink Your Waist Without Going Hungry. Enjoy fresh air, conversation and networking during this casual lunch, served on the beautiful Santa Clara University campus.
Join renowned experts in the field of aging for stimulating discussion:
Bill Elkus, Managing Director, Clearstone Venture Partners
Mary Furlong, Ed.D, Turning Silver into Gold: How to Profit in the New Boomer Marketplace
Kristen Gerencher, Reporter, Healthcare Columnist, MarketWatch from Dow Jones
Jody Holtzman, Director, Knowledge Management, AARP
Mollie Katzen, Eat, Drink and Weigh Less and Moosewood Cookbook
Paul Kleyman, Editor, Aging Today, American Society on Aging (ASA)
Mark Miller, President/Founder, 50+Digital
Carol Orsborn, Ph.D., co-author, BOOM: Marketing to the Ultimate Power Consumer ˆ the Baby Boomer Woman (Mary Brown and Carol Orsborn, Ph.D.)
Bijan Salehizadeh, MD, Partner, Highland Capital Partners
Sara Solovitch, Silicon Valley Business Journal
Robert Stein, President & CEO, American Society on Aging
Brad Vale, Ph.D., VP, Johnson & Johnson Development Corporation
Vance Vanier, MD, Partner, Mohr Davidow Ventures
Susan Ayers Walker, Managing Director, SmartSilvers Alliance
Ciji Ware, Rightsizing Your Life: Simplifying Your Surroundings While Keeping What Matters Most
Peter Ziebelman, Partner, Palo Alto Venture Partners
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| 1:45 pm - 2:45 pm |
What VCs Are Investing In: Health
VCs and corporate VCs describe their investment strategy in healthy living, wellness and eldercare. Top leaders in aging and the boomer marketplace respond.
James P. Firman, Ed. D, President and CEO, National Council on Aging (NCOA)
Emilio Pardo, Chief Brand Officer, AARP
Bijan Salehizadeh, MD, Partner, Highland Capital Partners
Brad Vale, Ph.D., VP, Johnson & Johnson Development Corporation
Vance Vanier, MD, Partner, Mohr Davidow Ventures |
| 2:45 pm - 4:00 pm |
2007 Silicon Valley Boomer Business Plan Competition
Health Category
The Health category is for business ideas – with an emphasis on the boomer and/or aging market - that relate to opportunities focused on health, wellness, fitness, eldercare, or medical devices. Screening judges with expertise in different segments within the various health fields will evaluate the business plans. Technology innovations can be integrated into these business ideas.
Four finalists from the Fourth Annual Silicon Valley Boomer Business Plan Competition will present their plans to the Summit and the blue ribbon panel of judges. Past competitions have attracted contestants from around the United States and as far away as New Zealand and the Philippines. The $10,000 Grand Prize Winner will be announced later in the afternoon. |
| 4:00 pm - 4:15 pm |
Refreshment Break
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| 4:15 pm - 4:45 pm |
Covering Boomers: The Journalist's Perspective
Hear leading journalists covering news and trends about the Baby Boom generation talk about how they select stories to cover, and what gets the most response from readers and viewers.
Moderator: Mark Miller, President/Founder, 50+Digital
Panel:
Kristen Gerencher, Reporter, Healthcare Columnist, MarchWatch.com from Dow Jones
Paul Kleyman, Editor, Aging Today, American Society on Aging (ASA)
Sara Solovitch, Silicon Valley Business Journal
Susan Ayers Walker, Computer and Technology Journalist, AARP.ORG |
| 4:45 pm - 5:15 pm |
Special Closing Keynote To Be Announced
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| 5:15 pm - 5:30 pm |
Announcement of the two $10,000 Grand Prize Winners, Silicon Valley Boomer Business Plan Competition |
| 5:30 pm - 6:30 pm |
Networking Reception - Relax and enjoy a beverage and light snacks while networking with other attendees. |
REGISTER NOW AND SAVE!
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