2018 Boomer Venture Summit Agenda

Thursday, June 21st, 2018

8:00am – 6:00pm

7:30 am

Claremont Lobby

Registration Open

Refreshments & Coffee

7:30 am

Claremont Ballroom

Exhibits Open

8:00am – 9:20am

Meritage Room

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.

8:00 AM – 8:40 AM

MARKET OVERVIEW & RESEARCH BRIEFING FROM THE EXPERTS

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

MODERATOR: Susan Davis, Chairman and CEO, Susan Davis International

Lori Bitter, President & Senior Strategist, The Business of Aging and Co-Producer, SV Boomer Venture Summit

Roseann Lake, Author and Journalist, The Economist

Erin Mcinrue Savage, Senior Vice President, Age Wave

8:40 AM – 9:20 AM

ANGEL PANEL – SEED AND SOCIAL IMPACT INVESTORS 

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

MODERATOR: Paul Stich, Angel Investor and Advisor

Julia Rasooly, CEO and Founder, PuraCath Medical Inc.; Venture Partner, Shikra Limited; and winner of the 2011 SV Business Plan Competition

Benjamin Reinhardt, Entrepreneur in Residence, Susa Ventures

Trish Costello, CEO and Founder, Portfolia

Ulya Ahmed Khan, President and and Managing Partner, Wemanage Services

Anne DeGheest, Founder and Managing Director, HealthTech Capital

Sonia Arrison, Co-Founder, Unsugarcoat Media

8:00am – 9:20am

Rockridge A

BREAKFAST WAKE-UP SESSIONS: MARKETING & TECHNOLOGY  – Continental Breakfast & Panel

8:00 AM – 8:40 AM

TECH COMPANIES INVESTING INTO THE LONGEVITY ECONOMY 

This Panel will discuss promising areas of innovation including Wearables, Internet of Things and the growing range of integrated services in healthcare that will help drive the industry from episodic care to more continuous care, and help older adults safely live independently longer. 

MODERATOR: Michael Skaff, Chief Operating Officer, Jewish Senior Living Group

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

Stuart Patterson, CEO, Lifepod 

Dor Skuler, CEO and Co-Founder, Intuition Robotics

8:40 AM – 9:20 AM

WAKE-UP SESSION MARKETING

Learn how to build your brand and scale your business in the longevity marketplace. Discover the best strategies for using Google search and YouTube; 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: Grace Zavolock, Performance Marketing Manager, Home Care Assistance

Erika Feinberg, Multi-Channel Marketing & Operations Officer, Growth Accelerator, ApexOutcomes

Darren Lancaster, Partner, Marketing & eCommerce Strategic Partnerships

Nicole Franz, Account Manager, Google

9:20am – 9:30am

BREAK – MEET THE EXHIBITORS 

9:30am – 9:33am

Empire Ballroom

WELCOME REMARKS

Mary Furlong, CEO, Mary Furlong & Associates; Executive Producer, SV Boomer Summit

9:33am – 10:05am

Empire Ballroom

ELEMENTS: NEW TED-STYLE TRIO OF TALKS 

The Elements:

 

INTRODUCTIONS: TBD

Frank Rockwood, Co-Founder and President, Rockwood Pacific

Delight by Design: Step into a world where fashion, form and function thrive at every age. An inspiring review of cutting-edge designs that are transforming how we view products, places and people.

Sarah Thomas, Executive-in-Residence, Aging2.0; Vice President of Product, Seismic Holdings, Inc.

10:05am – 10:45am

Empire Ballroom

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.

(3 PITCHES WILL BE PRESENTED)

MODERATOR: Eric Taub, Contributing Writer, The New York Times

CORPORATIONS:

Alisha Tharani, Manager of Strategic Partnership, Centre for Aging Brain Health Innovation

Jim Murphy, Vice President of Innovation, UnitedHealthcare

Martin Ng, CIO, Sodexo Global Home Care

Michael Skaff, Chief Operating Officer, Jewish Senior Living Group

Clayton Yeko, Business Development Strategist, CDW

Sheri Rose, CEO / Executive Director, Thrive Center Inc.

 

PRESENTERS:

Robert Wray, Rear Admiral USN (Ret.), CEO, BlueStar SeniorTech

Oliver Hersch, Chief Executive Officer, Seniors Blue Book

10:45am – 11:15am

Empire Ballroom

NETWORKING BREAK

11:15am – 11:40am

Empire Ballroom

MORNING KEYNOTE SESSION

11:15 AM – 11:20 AM

INTRODUCTIONS:  Richard K. Lui, News Anchor, MSNBC and NBC News

11:20 AM – 11:40 AM

KEYNOTE

Charlotte Yeh, Chief Medical Officer, AARP Services, Inc.

11:40am – 12:10pm

Empire Ballroom

VOICE OF THE CUSTOMER PANEL 

Successfully engaging older adult consumers in the design of products and services meant to benefit them can be challenging. Product designers often struggle to understand why the senior consumer decides to adopt one innovation or technology over another and who or what convinces them to take that step. Learn from companies that have learned from older adults themselves the best way to be successful in the longevity marketplace.

11:40 AM – 11:45 AM

INTRODUCTIONS:  Richard K. Lui, News Anchor, MSNBC and NBC News

11:50 AM – 12:10 PM

PANEL:

Charlotte Yeh, Chief Medical Officer, AARP Services, Inc.

Ted Fischer, Co-Founder and CEO, Ageless Innovation

Dan Trigub, Regional Vice President, Lyft

Bill Yates, Chief Consumer Officer and CMO, GreatCall

Sherwin Sheik, Founder and CEO, CareLinx

12:10pm – 1:10pm

Empire Ballroom

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

These hosted tables give you the opportunity to connect with angel investors, corporate VC’s, CEO’s, research analysts, bloggers and authors over a delicious lunch at the Claremont Hotel.

“Lunch and Learn” with the expert of your choice. This year’s Summit is packed with content! This special lunch session allows you to spend more time with Summit speakers in a small, conversational learning environment organized to build your skills.

  1. Mary Furlong, CEO, Mary Furlong & Associates; Executive Producer, SV Bommer Summit
  2. Lori Bitter, President and Senior Strategist, The Business of Aging
  3. Alisha Tharani, Manager of Strategic Partnerships, Centre for Aging Brain Health Innovation
  4. Jim Murphy, Vice President of Innovation, UnitedHealthcare Cheri Geraffo, National Account Director, UnitedHealthcare
  5. Charlotte Yeh, Chief Medical Officer, AARP Services, Inc.
  6. Jill Ford, Principal, Toyota Al Ventures
  7. Scott Smith, Founder & Partner, Managing Director, Viant Group
  8. Jennifer Draklellis, Director of Innovation and Business Development, UnitedHealth Group Alliances
  9. Allison Sekuler, Vice President, Baycrest Health Sciences
  10. Chantalle Dumonceaux, Co-Founder & Advisor, WOMENA
  11. Anne DeGheest, Founder and Managing Director, HealthTech Capital
  12. John Hopper,Chief Investment Officer, The Ziegler Link•Age Funds, LP
  13. Erika Feinberg, Multi-Channel Marketing and Operations Officer, Growth Accelerator, ApexOutcomes
  14. Ulya Khan, President & Managing Partner, Wemanage Services
  15. Sherri Snelling, CEO, Caregiving Club
  16. Candiece Milford, Managing Director of Marketing, Rhoda Goldman Plaza
  17. Paul Kleyman, National Coordinator, Journalist Network on Generations
  18. Eric Taub, Contributing Author, New York Times
  19. Jody Holtzman, Senior Managing Partner, Longevity Venture Advisors LLC; Margaret Drumheller,  Managing Director, Longevity Venture Advisors LLC
  20. Blake Wu, Principal on the Med Team, NEA
  21. Ranjeet Alexis, Investment Director, Intel Capital
  22. Donnacha O’Sullivan, Vice President,  TT Capital Partners
  23. Dan Hermann, President and CEO, Ziegler
  24. Fahad Aziz, Digital Health Contributor, Forbes Magazine
  25. Roseann Lake, Author and Journalist, The Economist; Rui Ma, Founder, Euzen Labs
  26. Chris Wong, Chairman & CEO, LifeSite; Michelle Bartel, Vice President, Senior Financial Consultant, Charles Schwab
  27. Paul Stich, Angel Investor and Advisor

1:10pm – 2:00pm

CAREGIVING PITCH COMPETITION: AARP INNOVATION LABS

During this Competition, companies who are focused on providing peace of mind to family caregivers through the use VR, AI and other disruptive technologies are invited to apply to pitch.  The winner will be chosen by audience members through polling. The winning team will go on to the final AARP Innovation Labs Pitch Event in Washington, DC in the fall of 2018.

Emcee: Dr. David Lindeman, Director of the CITRIS Health Initiative, UC Berkeley

Panelists:

Ted Fischer, Co-Founder and CEO, Ageless Innovation

Sherwin Sheik, Founder and CEO, CareLinx

Jill Ford, Principal, Toyota Al Ventures

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: Mary Furlong, CEO, Mary Furlong & Associates; Executive Producer, SV Boomer Summit

Jill Ford, Principle, Toyota Al Ventures

John Hopper, Chief Investment Office, Ziegler Link•Age Longevity Fund, LP

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

Allison Sekuler, Vice President, Baycrest Health Sciences

Katy Fike, Ph.D., Partner, Generator Ventures

Ranjeet Alexis, Investment Director, Intel Capital

2:50pm – 3:50pm

Empire Ballroom

BUSINESS PLAN COMPETITION 

Three companies will be pitching for growth stage investing. 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: Michael Carroll, Chief Marketing Officer, Triple Tree              

JUDGES:

Jill Ford, Principle, Toyota Al Ventures

John Hopper, Chief Investment Office, Ziegler Link•Age Longevity Fund, LP

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

Allison Sekuler, Vice President, Baycrest Health Sciences

Katy Fike, Ph.D., Partner, Generator Ventures

Ranjeet Alexis, Investment Director, Intel Capital

Blake Wu, Principal on the Med Team, NEA

3:50pm – 4:05pm

AFTERNOON NETWORKING BREAK

4:05pm – 4:40pm

Empire Ballroom

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: Fahad Aziz, Digital Health Contributor, Forbes Magazine

PANELISTS:

Dan Hermann, President and CEO, Ziegler

Michael Carroll, Chief Marketing Officer, TripleTree  

Donnacha O’Sullivan, Vice President,  TT Capital Partners

Jody Holtzman, Senior Managing Partner, Longevity Venture Advisors LLC

4:05pm – 4:40pm

Rockridge A

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 look 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:

Caitlin Kaplan, Co-founder, Quality Start Consulting

 

Stuart Patterson, CEO, Lifepod

Erika Feinberg, Multi-Channel Marketing and Operations Officer, Growth Accelerator, ApexOutcomes

Jody Holtzman, Senior Managing Partner, Longevity Venture Advisors LLC

4:40pm – 4:50pm

BRIEF AFTERNOON BREAK

4:50pm – 4:55pm

Empire Ballroom

WRAP-UP 

4:50pm – 4:55pm

Empire Ballroom

AWARDS

BUSINESS PLAN AWARD PRESENTATION & CLOSING REMARKS

Mary Furlong, CEO, Mary Furlong & Associates; Executive Producer, SV Boomer Summit

Heidi Culbertson, Founder and CEO, Marvee

Julia Rasooly, CEO and Founder, PuraCath Medical Inc.; Venture Partner, Shikra Limited; and winner of the 2011 SV Business Plan Competition

5:05pm – 6:00pm

Meritage Room

Networking Reception