2017 Boomer Venture Summit Agenda

Thursday, July 20th, 2017

8:00am – 6:00pm

Click here to learn about pre-conference boot camps

7:30 am

Room TBD

Registration and Exhibits Open

Refreshments & Coffee

8:00am – 9:30am

BREAKFAST WITH THE ANGELS  – Continental Breakfast & Panel

Discover the priorities of Angel, Seed, and Social Impact investors as they describe the kinds of investments they are making in the longevity marketplace. Most entrepreneurs begin with angel investors who provide business development, sales, strategy and their networks and experience. Increasingly, entrepreneurs are turning to social impact investors who view aging as a triple bottom line opportunity – financial, social, and personal – particularly meeting the needs of the large under-served and financially challenged population.

The latest data and trends will be shared to inform the investment thesis of those planning to invest in the longevity market.

8:00am – 8:45am

RESEARCH BRIEFING FROM THE EXPERTS

Leading analysts will share how to help shape growing and funding market priorities by sharing market data.

MODERATOR: Susan Donley, Digital Media Publisher and Managing Director, Next Avenue

David Lindeman, Director of the CITRIS Health Initiative, UC Berkeley

8:45am – 9:30am

ANGEL PANEL – SEED AND SOCIAL IMPACT INVESTORS

MODERATOR: Paul Stich, CEO, Appthority

Dr. Sanjaya Kumar, Managing Director, Synepta Group, Inc.

Julia Rasooly, CEO and Founder, PuraCath Medical Inc.; Venture Partner, Private Fund; and winner of the 2014 SV Business Plan Competition

Allan Young, Founder, TopLine Incubator

Lara Druyan, Managing Director, Head of Innovation, West Coast Royal Canadian Bank, Angel Investor

8:00am – 9:20am

WAKE-UP SESSIONS: MARKETING & TECHNOLOGY

8:00am – 8:45am

WAKE-UP SESSION: MARKETING & BUSINESS DEVELOPMENT

Learn how to build your brand and scale your business in the longevity marketplace. Discover the best strategies for using Google search and You Tube; find out how to grow your revenue to the ‘double digits” with Facebook advertising; and how one of the largest home care agencies attracts new customers with a multichannel approach to marketing.

Moderator: TBD

Addie Braun, Head of Industry – Finance, Google

Megan Heinen Mobley, Director of Marketing, Home Care Assistance

Darren Lancaster, Co-Founder, VP Marketing and eCommerce, ThinOPTICS

Christina Baker, Senior Marketing Associate, C Space

8:45am – 9:30am

WAKE-UP SESSION: CIO’S SPEAK OUT

Moderator: Laurie Orlov, Industry Analyst, Aging in Place Technology Watch

Michael Skaff, CIO, Jewish Senior Living Group

9:35am – 9:38am

WELCOME REMARKS

Mary Furlong, CEO, Mary Furlong & Associates, Executive Producer

9:38am – 9:50am

LONGEVITY ECONOMY SUCCESS TALK: GREATCALL

There was nothing “instant” about GreatCall’s success.  Instead, over the past decade the company has grown into its leadership role in connected health for active aging by having a strong understanding of customer needs, deep insight into the sales and marketing cycle and a continuous commitment to growth. AARP’s Jody Holtzman talks with GreatCall CEO David Inns about what it takes to lead in this space, what to look for in partners and acquisitions, where the company goes from here and why he’s optimistic about tomorrow.

David Inns, CEO, GreatCall

Jody Holtzman, Senior Vice President, Market Innovation, AARP

9:55am – 10:35am

ELEMENTS: NEW TED-STYLE TRIO OF TALKS

Baby Boomers, Pop Culture, and the Longevity Economy

It has been said that when an idea becomes part of pop culture, it is post-peak. But the longevity marketplace has been patiently waiting for culture to catch up with the demographic realities of our times. AARP pioneered Movies for Grown-ups. Netflix found breakout success with Grace and Frankie. Music services like iTunes and Pandora know they increasingly serve older adults. Hear how these entrepreneurs and companies are leveraging boomer consumption of popular culture of music, video, and comedy to engage older adults to watch, listen, purchase, and give.

Introductions: Lori Bitter, President and Senior Strategist, The Business of Aging and Managing Producer, SV Boomer Venture Summit

Gary Reeves, Emmy Winner and Social Impact Producer, GIVE/NBC

Darren Lancaster, Co-Founder, Thin OPTICS

Ted Fischer, Vice President, Business Development, Hasbro

10:40am – 11:20am

PITCH FOR DISTRIBUTION TO THE CORPORATIONS AND ORGANIZATIONS INVESTING IN THE LONGEVITY ECONOMY

Watch companies pitch to investors! These companies are in the boomer, senior or caregiver market space and have successfully developed their product or service to produce a profit. The next stage of growth is to provide distribution partners that help scale and build their enterprise.

To pitch for distribution, you must be registered. Selections will be made mid-June.

(3 PITCHES WILL BE PRESENTED)

MODERATOR: Michael Skaff, Chief Information Officer, The Jewish Senior Living Group

CORPORATIONS:

Ginna Baik, Senior Care Strategist, CDW Healthcare

Sheri Rose, Executive Director, Thrive Center Inc.

Ken McCord, Vice President of Operations and Management, Comfort Keepers

Bob Blancato, Board Chairman, ASA; Board Member, AARP; National Coordinator, Elder Justice Coalition

Zachary Esper, Jr., Vice President of Business Development, AARP Services

Scott Collins, President and CEO, Link·age

Mark Francis, New Venture Lead/EIR – Consumer Products –New Business Initiatives, Intel 

Jeff Polizzotto, Vice President, Connected Health, GreatCall

11:25am – 12:00am

MORNING KEYNOTE SESSION

11:25am – 11:30am

INTRODUCTIONS

Roseann Lake, Journalist and Programme Editor, The Economist  

11:30am – 12:00pm

KEYNOTE PRESENTATION 

The Aging of America and China: Innovating and Investing in the Global Age Wave

In the US, we witnessed 76 million births during our baby boom. In China, there were 440 million births during their baby boom. As two powerful nations are transformed by the age wave, they’ll face many challenges. However, there will also be extraordinary opportunities for entrepreneurs and investors in areas as diverse as technology, transportation, healthcare, food and beverage, travel, entertainment and housing. Ken and Zak will discuss the Wei Ji (danger and opportunity) of these aging global powerhouses and the massive prospects for global investment and the entrepreneurial marketplace.

Dr. Ken Dychtwald, Founder and CEO, Age Wave

Zak Dychtwald, China Initiatives, Dilenschneider Group

12:00pm – 12:05pm

INTRODUCTION

Kimberly Egan, CEO, CCD Innovations

Spotlight Speaker: Joyce Goldstein, Chef

12:05pm – 12:50pm

“LUNCH AND LEARN” WITH MARKET LEADERS, ANGEL INVESTORS, VENTURE CAPITALISTS, & ENTREPRENEURS

These hosted tables give you the opportunity to connect with angel investors, corporate VCs, CEOs, research analysts, bloggers, and authors over a delicious lunch. Choose the expert of your choice. This special lunch session allows you to spend more time with Summit speakers in a small, conversational learning environment organized to build your skills. This year’s Summit is packed with content!

12:55pm – 1:25pm

ENTREPRENEURS, INVESTORS, AND PARTNERS SHARE THEIR STORIES

Entrepreneurs and investors discuss what has worked in growing the company in the longevity marketplace. They will share the “go to market” strategy; the challenges and the successes. These sessions will help entrepreneurs and investors understand what happens “after the funding.” 

Moderator: Mary Furlong, CEO, MARY FURLONG & ASSOCIATES

Dor Skuler, CEO, Intuition Robotics and Investor

Jim Adler, VP Data and Business Development, Toyota Research Group

Rush Barlett Co-Founder and Chief of Operations, Vynca Inc.

John Hopper, Chief Investment Officer, Ziegler Link-Age Longevity Fund, LP

Sherwin Skeik, Founder & CEO, CareLinx

1:30pm – 2:00pm

GLOBAL INVESTMENT TRENDS

As awareness grows globally about the size, value and pace of growth of the global ‘smart ageing economy’,  countries on every continent are   focusing  on the ‘business of ageing”,  marketing what they see as attractive sector development and investment opportunities in health, food and nutrition, housing, tourism and more.   Learn how innovative approaches to creating the dynamic ecosystems needed to foster this growth are emerging in countries like Ireland, Canada, France and Japan.

MODERATOR: Susan Davis, Chairman, Susan Davis International

Anne Connolly, CEO, ISAX Ireland

Alisha Tharani, Manager, Strategic Partnerships, Canadian Centre for Aging and Brain Health Innovation

2:05pm – 2:50pm

WHAT ARE YOUR INVESTING PRIORITIES?

Investors in the longevity marketplace will talk about what trends will dominate the market in the coming year and where smart investors are putting their money. 

MODERATOR: Wen Dombrowski, Chief Convergence Officer, Catalaize

Jody Holtzman, Senior Vice President, Market Innovation, AARP

Scott Smith,  Founder & Partner, Managing Director, Viant Group

Jeff Lee, Principal, DCM Ventures

Marti Nyman, Vice President, Market Innovation, UnitedHealthcare

Nancy Steele, VP External Ventures, Pfizer Consumer Health

Adam Seabrook, Investor, B Capital Group

2:50pm – 3:50pm

BUSINESS PLAN COMPETITION 

Our three finalist entrepreneur groups will compete for the $10,000 grand prize by presenting their boomer business plans before a panel of judges comprised of leaders in the field of aging and the venture capital community.

MODERATOR: Jeff Makowka, Director, Market Innovation, AARP

JUDGES:

Jody Holtzman, Senior Vice President, Market Innovation, AARP

Scott Smith,  Founder and Partner, Managing Director, Viant Group

Jeff Lee, Principal, DCM Ventures

Marti Nyman, Vice President, Market Innovation, UnitedHealthcare

Nancy Steele, VP External Ventures, Pfizer Consumer Health

Adam Seabrook, Investor, B Capital Group

3:50pm – 4:05pm

AFTERNOON NETWORKING BREAK

4:05pm – 4:40pm

GROWTH INVESTOR PANEL AND PITCH

Companies serving the longevity economy have started to scale, with some companies reaching the growth-equity investment stage (post angel/seed money and/or venture capital investment).  On this panel you’ll hear perspectives from both growth-equity investors and business leaders seeking their next round of capital.  Panelists will share their investment theses and articulate the attributes that make companies compelling to this type of investor.  Three companies will then pitch the panel for the opportunity to meet with their firm to explore a potential growth-equity investment.  Each of the pitching companies has achieved an existing level of success, seeks additional capital to support continued growth and meets the following criteria:

  • Healthcare company with revenue of $5 million+
  • Serving a segment of the industry with a $500 million+ addressable market
  • Innovative category leader with proprietary technology, first-to-market advantage and a strong management team

MODERATOR: Michael Carroll, Chief Marketing Officer, Triple Tree

Lisa Suennen, GE Ventures and Venture Valkyrie, LLC

John Hopper, Chief Investment Officer, Ziegler Link-Age Longevity Fund, LP

Conor Green, Principal at TT Capital Partners

Rob Coppedge, CEO, Echo Ventures

4:05pm – 4:40pm

POWER “SPEED DEALING” SESSION

We all know the power of networking and building relationships. Most conferences will give you educational sessions to attend, but don’t allow for you to actually come home with qualified leads.  Introducing the Silicon Valley Boomer Venture Summit Mingle in a Minute. This will be a chance for you to stand up in front of a crowded room with high quality individuals, prospects and leads and identify exactly who you would like to meet.

Entrepreneurs looking for investors, investors looking for deal flow, start-ups looking for distribution, and established companies and non-profits looking for market innovations – join us for the ultimate speed networking session that will shine the spotlight on the most important brand in the room; yours! Come ready to speak efficiently and SPEEDILY about yourself, your company and the deals you want to make.

This is one session you cannot miss! Only at the Boomer Summit.

Organized by:

Kimmey Hardesty, Co-Founder & CEO, Tending Inc.

Megan Tartell, Co-Founder & COO, Tending Inc.

4:40pm – 4:50pm

BRIEF AFTERNOON BREAK

4:50pm – 5:05pm

BUSINESS PLAN AWARD PRESENTATION AND CLOSING REMARKS

Presented by:

Mary Furlong, CEO, Mary Furlong & Associates

Jeff Zimman, Co-Founder and Chairman, Posit Science

5:05pm – 6:00pm

Networking Reception