2016 Boomer Venture Summit Agenda

Wednesday, June 22nd, 2016

9:00am – 6:00pm

Santa Clara University, Music and Dance Building, Recital Hall

7:30 am

In Front of Recital Hall

Registration Opens

Refreshments & Coffee

7:30am

Exhibits Open

8:00am – 9:15am

Adobe Lounge

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.

8:00am – 8:20am

RESEARCH BRIEFING FROM THE EXPERTS:

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

 

MODERATOR: Jeff Maltz, CEO, Silveride

Garland Bond, Chief Data & Analytic Officer, Influent50

Dave Austin, Managing Director, Influent50

Laurie Orlov, Founder, Aging in Place Technology Watch & Boomer Health Tech Watch

Dr. David Rhew, Chief Medical Officer and Head of Healthcare and Fitness, Samsung

8:20am – 9:15am

ANGEL PANEL:

 

MODERATOR: Paul Stich, CEO, Appthority

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

Rebecca Woodcock, 500 Start Ups 

Stephen Johnston, Co-Founder, Aging 2.0

Jonathan Charles, Investor, Samsung Catalyst Fund

8:00am – 9:15am

Business School Classrooms

BOOT CAMP SESSIONS

TOPIC 1: LEARNING STANFORD’S BIODESIGN PROCESS

Biodesign is the award winning process and highly successful medical technology development paradigm first developed at Stanford University over 15 years ago. Since that time over 40 companies have been launched out of the Stanford Biodesign program. Technologies resulting from these companies have already treated over 400,000 patients. The Biodesign process is broken into three phases, Identify, Invent, and Implement. Participants in this session will gain a preliminary understanding of each phase of the Biodesign process and they will learn the basics of how to write a good need statement.

Introductions: Casey Pittock, President & CEO, Tunstall Americas

Rush Bartlett, Co-Founder and COO, Vynca

 

BOOT CAMP: SENIOR LIVING – THE EVOLVING MARKET OF SMART SERVICES

Senior housing is one of the oldest ecosystems in the longevity marketplace and the one experiencing the most change as new generations enter old age. From the evolution of the continuing care retirement community to the explosion of providers to support aging in place, learn what is working, what is changing, the latest data, and how to partner from this panel of leading experts and entrepreneurs.

 

Moderator: Steve Moran, Publisher, Senior Housing Forum

Caryn Beck-Dudley, Dean, Santa Clara University Business School

Michelle Rogers, Franchise Owner, Home Instead Senior Care

Collette Vallee, Director of Programs & Advocacy, Florida Council on Aging

9:45am – 9:50am

Recital Hall

Music & Dance Building

WELCOME REMARKS

Caryn Beck-Dudley, Dean, Santa Clara University Leavey School of Business

Mary Furlong, CEO, Mary Furlong & Associates

9:50am – 10:30am

ELEMENTS: A TRIO OF TALKS ON THE ESSENTIALS OF SUCCESS 

“Elements” is a new TED-style trio of talks on the essentials for achieving success with older consumers. These seasoned experts share insight, inspiration and experience to guide you in building your business, in understanding the particular needs of older consumers, and what it means to be an entrepreneur in different kinds of organizations. Together this trio is a master class in developing a business plan for the Longevity market.

 

INTRODUCTIONS: Lori Bitter, President, The Business of Aging

 

Purpose Guided Innovation

Purpose Guided Innovation is driven by consumer insights, alignment with corporate goals, ability to scale and relentless focus. How to succeed as startup within a big public company… defined as: make it to year 2.

Ted Fischer, Vice President, Business Development, Hasbro

 

Customer Service Innovation: A Key Differentiator for Companies in the Aging Space

For three decades American companies have treated customer service like a cost center, but it is time to wake up and realize that great customer service increases customer lifetime value. A small investment in service can create huge returns in new service revenue and longevity of the customer relationship.

David Inns, CEO, GreatCall, Inc.

 

Story

This lecture looks at the way in which Story plays an important role in entertainment and every day business. From Theme to the controlling idea all the way through to structure, we look at how ideas are developed and nurtured to create the best possible story.

Andrew Gordon, Directing Animator, Pixar Animation Studios

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 June 1st.

MODERATOR: Michael Carroll, Chief Marketing Officer, Triple Tree

CORPORATIONS:

Ingrid Zhang, Sr. Director of Partnerships, Evergrande

Jennifer Draklellis, Director of Innovation and Business Development, UnitedHealth Group Alliances

Ginna Baik, Senior Care Strategist, CDW Healthcare

Sheri Rose, The Thrive Center

Scott Peifer, Vice President, Alliance Development, Aging2.0

Wayne Slavitt, Founder and CEO, Mobül: the home mobility store

Alicia Heazlitt, Director of Corporate Development & Innovation, Signature HealthCARE

Garland BondChief Data & Analytic Officer, Influent50

 

(3 PITCHES WILL BE PRESENTED)

11:15am – 12:15am

MORNING KEYNOTE: THE LONGEVITY MARKETPLACE: TOMORROW’s BIGGEST OPPORTUNITIES ARE HIDING IN PLAIN SIGHT

11:15am – 11:20am

INTRODUCTIONS

Susan Ann Davis, Chairman, Susan Davis International

11:20am – 12:05pm

KEYNOTE PRESENTATION 

Dr. Ken Dychtwald, Founder & CEO, Age Wave

Ken Dychtwald, Age Wave visionary, will provide a breathtaking glimpse into the future. He will explore how people will use their newfound longevity. How a cyclic lifeplan will replace the traditional linear model and what that does do to brand loyalty. How the aging boomers will re-invent retirement and transform the family, work, health, housing, leisure, giving/purpose and money.  And what industries are poised for explosive growth?

12:05pm – 12:15pm

REFLECTIONS AND ENGAGED CONVERSATION ON THE LONGEVITY MARKETPLACE

Jody Holtzman, SVP, Market Innovation, AARP

12:15pm – 1:15pm

Lunch on the Lawn

“LUNCH AND LEARN” WITH MARKET LEADERS, ANGEL INVESTORS, VENTURE CAPITALISTS AND 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 on the campus lawn. Don’t forget to choose which expert you would like to sit with when you register – spots will fill up quickly!

“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.

 

TABLE HOSTS:

Mary Furlong, CEO, Mary Furlong & Associates

Lori Bitter, President, The Business of Aging

Aaron Flink, Investment Manager, McKesson Ventures

Katy Fike, Co-Founder, Aging 2.0

Susan RoAne, Author, How to Work a Room

Steve Moran, Publisher, Senior Housing Forum

Jody Holtzman, SVP, Market Innovation, AARP

Ted Fischer, Vice President, Business Development, Hasbro

Julia Rasooly, CEO & Founder, PuraCath Medical Inc. (Former SV Business Plan Competition Winner)

Ambika Bumb, CEO & Founder, Bikanta (Previous SV Business Plan Competition Winner)

Jeff Lee, Principal, DCM Ventures

Andy Cohen, Co-Founder and CEO, Caring.com

Laurie Orlov, Founder, Aging in Place Technology Watch

Gail Kirby, Lecturer, Marketing, Santa Clara University Leavey School of Business & Garland Bond, Chief Data & Analytic Officer, Influent50

Jonathan Charles, Investor, Samsung Catalyst Fund

Leslie Bottorff, Managing Director, Healthcare, GE

Collette Vallee, Director of Programs & Advocacy, Florida Council on Aging

Casey Pittock, President & CEO, Tunstall Americas

Jim Murphy, Vice President, Medicare & Retirement, UnitedHealthcare

Jennifer Draklellis, Director of Innovation and Business Development, UnitedHealth Group Alliances & Cheri Geraffo, National Account Director, UHC

Andrew Bellay, Founder & CEO, MetaNeer Labs

Earl Winter, CEO, Health QRS

1:20pm – 1:50pm

CAREGIVING TECHNOLOGY: WHAT IT IS, WHAT SHOULD IT BE?

The paid caregiver market is exploding, increasingly enabled by some sort of device/software to connect family, caregivers, care recipients.  Is the industry now ‘tech-enabled — and if so what are the key benefits and attributes of this tech-enabled care?

This session takes a broad look at the question of caregiving technology and what is needed — particularly from the vantage point of connection and engagement.  What tech is useful or should be created to be more useful? How should professional caregivers communicate with family members, care recipient — and what tools are provided as enablers? What will ‘Caregiving tech 3.0’ and beyond need to offer?

Moderator:

Ginna Baik, Senior Care Strategist, CDW Healthcare

Panelists:

Laurie Orlov, Founder, Aging in Place Technology Watch & Boomer Health Tech Watch

Sherwin Sheik, CEO, Carelinx

Gyre Renwick, Head of Sales, Lyft

Dr. David Rhew, Chief Medical Officer and Head of Healthcare and Fitness, Samsung

1:50pm – 1:55pm

SPOTLIGHT ON THE FUTURE OF CAREGIVING IN THE FUTURE: THE ROLE OF TECHNOLOGY IN 2031

Richard Adler, Distinguished Fellow, Institute for the Future

2:00pm – 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: Marisa Kendall, Tech Reporter, Mercury News.com

 

Lynne Chou, Partner, Kleiner Perkins Caufield & Byers

Jody Holtzman, Senior Vice President, Market Innovation, AARP

Scott Smith, Founder & Managing Partner, Viant Group

Jeff Lee, Principal, DCM Ventures

Aaron Flink, Principal, McKesson Ventures

Katy FikePartner, Generator Ventures

Gavin Teo, Partner, B Capital Group 

James Murphy, Vice President, Medicare & Retirement, UnitedHealthcare

Leslie Bottorff, Managing Director, Healthcare, GE

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, Marke Innovation , AARP

                

JUDGES: 

Lynne Chou, Partner, Kleiner Perkins Caufield & Byers

Jody Holtzman, Senior Vice President, Market Innovation, AARP

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

Jeff Lee, Principal, DCM Ventures

Aaron Flink, Principal, McKesson Ventures

Gavin Teo, Partner, B Capital Group

James Murphy, Vice President, Medicare & Retirement, UnitedHealthcare

Leslie Bottorff, Managing Director, Healthcare, GE

3:50pm – 4:05pm

BRIEF AFTERNOON BREAK

4:05pm – 4:40pm

MASTERING THE ART AND SCIENCE OF SOCIAL SELLING

Social selling is more than marketing buzzword. Done well, it is defined process for leveraging social media to provide value to prospects on their way to becoming loyal customers. These experts will share the “Three Cs of Social Selling” – Context, Content, and Collaboration and show you how to align sales and marketing to deliver content that delights and grows share.

Moderator: Gail Kirby, Lecturer, Marketing, Santa Clara University Leavey School of Business

Panelists:

Elisa Camahort Page, Founder, BlogHer

Deborah Carney, ‎Senior Director of Marketing & Evangelist, Shocase

Megan Heinen, Director of Marketing, Homecare Assistance

Ping Hao, Senior Manager II Business Development, Walmart eCommerce Global Marketplace

Ping Hao, Past Board President, Family Caregiver Alliance, caregiver.org

4:05pm – 4:40pm

Foyer of Mayer Theatre

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 What’s Next Boomer 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, and start ups looking for distribution—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:

Elena Lipson, Principal & Founder, Mosaic Growth Partners

 

Participants Include:

Collette Vallee, Director of Programs & Advocacy, Florida Council on Aging

Dan Trigub, Strategic Account Executive, Lyft

Scott Peifer, Vice President, Alliance Development, Aging 2.0

Ingrid Zhang, Sr. Director of Partnerships, Evergrand

Casey Pittock, President & CEO, Tunstall Americas

Kathleen Kelly, Executive Director, Family Caregiver Alliance

Jack York, Co-Founder, It’s Never 2 Late

Jeff Maltz, CEO, Silveride

Jonathan Charles, Investor, Samsung Catalyst Fund

Dave Austin, Managing Director, Influent50

Wolf Shlagman, Founder, Care Angel

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