2017 Boomer Venture Summit Agenda

Thursday, July 20th, 2017

8:00am – 6:00pm

7:30 am

Room TBD

Registration and Exhibits Open

Refreshments & Coffee

8:00am – 9:20am

BREAKFAST WITH THE ANGELS  – Continental Breakfast & Panel

In this breakfast and panel discussion, discover the priorities of Angel and Seed investors as they fund the longevity marketplace, and also hear a market update from industry experts. Make sure to check that you will be attending the Angel Breakfast when you register for the conference. Reserve your spot to network with Angel investors!

8:00am – 8:40am

RESEARCH BRIEFING FROM THE EXPERTS

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

MODERATOR: Coming Soon!

Dave Austin, Senior Director, Portfolio Marketing, AARP Services & Influent50

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

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

8:40am – 9:20am

ANGEL PANEL – SEED AND SOCIAL IMPACT INVESTORS

MODERATOR: Paul Stich, CEO, Appthority

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

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

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

8:00am – 9:20am

WAKE-UP SESSIONS: MARKETING & TECHNOLOGY

8:00am – 8:40am

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

8:45am – 9:20am

WAKE-UP SESSION: CIO’S SPEAK OUT

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

Michael Skaff, CIO, Jewish Senior Living Group

9:30am – 9:35am

WELCOME REMARKS

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

9:35am – 9:45am

LONGEVITY ECONOMY SUCCESS STORY:

David Inns, CEO, GreatCall

Jody Holtzman, Senior Vice President, Market Innovation, AARP

9:45am – 10:25am

ELEMENTS: NEW TED-STYLE TRIO OF TALKS

The Elements:

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

10:30am – 11:15am

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 Skaaf, 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

11:15am – 12:15am

MORNING KEYNOTE SESSION

11:15am – 11:20am

INTRODUCTIONS

Roseann Lake, Journalist/Programme Editor, The Economist  

11:20am – 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

11:50pm – 12:00pm

QUESTIONS AND ANSWERS

12:00pm – 12:05pm

INTRODUCTION

Kimberly Egan, CEO, CCD Innovations

Spotlight Speaker: Celebrity Chef and Cookbook Author

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

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

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 and Associates

Jeff Zimman, Co-Founder and Chairman, Posit Science

5:05pm – 6:00pm

Networking Reception