Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services,...

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Attendee Program Guide time warner center, nyc | january 16, 2014 | 11:30am–7:00pm THE HOWARD SLOAN KOLLER GROUP association sponsor:

Transcript of Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services,...

Page 1: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Attendee Program Guide

time warner center, nyc | january 16, 2014 | 11:30am–7:00pm

THE HOWARD • SLOAN • KOLLER GROUP THE HOWARD • SLOAN • KOLLER GROUP

association sponsor:

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Welcome Message

Greetings,

Welcome to The Jordan, Edmiston Group’s 2014 Media & Technology Conference – we are pleased to be holding the 10th edition of this prestigious and ever-growing event. This year’s conference will be our largest, with more than 300 senior-level industry executives from across the media, marketing and technology sectors in attendance.

The conference features an impressive roster of dynamic, world-class speakers who will share their views and insights on the continuing impact that technology is having on the media and marketing industries. As the media and technology markets continue to evolve and intertwine at a rapid pace, companies are increasingly focused on transformative growth and new ways to generate revenue, including via data, analytics, social media, workflow solutions, SaaS models, marketing technology, and more.

Our goal this afternoon is to provide you with at least three compelling ideas for you to consider and discuss further, as well as an opportunity to network with noteworthy senior executives you might not otherwise meet. As always, we are extremely grateful to our blue-chip sponsors for their support, including: The Boston Consulting Group; Econsultancy; GE Capital; Howard-Sloan-Koller Group; Intralinks; and Morgan Lewis, as well as our association sponsor – Software & Information Industry Association (SIIA).

We would also like to thank our speakers for contributing their time and effort to our program.

Thank you for joining us today. It’s great to have you here.

Sincerely,

Wilma H. Jordan Founder & CEO The Jordan, Edmiston Group, Inc.

PS Please be sure to stay until the end of the Conference to fill out our Attendee Survey and receive the very special gift we have for you – a Roku player; and to hear the terrific Dave Stryker Organ Quartet, led by world renowned jazz guitarist Dave Stryker, perform during the After Party.

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11:30 am-12:30 pm

12:00-12:10 pm

12:10-12:40 pm

12:40-1:10 pm

1:10-1:25 pm

1:25-1:55 pm

1:55-2:05 pm

2:05-2:40 pm

2:40-3:00 pm

3:00-3:15 pm

3:15-3:45 pm

registration and lunch

opening remarks Wilma Jordan, Founder & CEO, JEGI

jegi sector insights: tech trends driving transformation Daniel Avrutsky, Managing Director, JEGI Chris Calton, Managing Director, JEGI David Clark, Managing Director, JEGI Richard Mead, Managing Director, JEGI Scott Peters, Co-President, JEGI

fireside chat

moderator: John Rose, Senior Partner & Managing Director, The Boston Consulting Group

opening keynote: David Moore, Chairman & CEO, 24/7 Media

the path to purchase in a digital age Geoff Ramsey, Chairman, eMarketer

panel: retail marketing revolution

moderator: Tolman Geffs, Co-President, JEGI

panelists: Paul Chachko, CEO, V12 Group Greg Coleman, President, Criteo Rod Ford, CEO, nGage Labs Jeff White, Founder & CEO, Gravy

media industry survey findings Stefan Tornquist, VP Research, North America, Econsultancy

break

roku presentation and demo Scott Rosenberg, VP, Business Development, Content & Services, Roku

legal update Robert Dickey, Partner, Morgan Lewis

panel: content marketing value chain

moderator: Amir Akhavan, Managing Director, JEGI

panelists: Reggie Bradford, SVP, Product Development, Oracle Shafqat Islam, CEO & Co-Founder, NewsCred Alex Jutkowitz, Managing Partner, Group SJR David Segura, CEO, Giant Media

Agenda time warner center, nyc | january 16, 2014 | 11:30am–7:00pm

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THE HOWARD • SLOAN • KOLLER GROUP THE HOWARD • SLOAN • KOLLER GROUP

catching the next wave in healthcare it

moderator: Chris Calton, Managing Director, JEGI

speaker: Cem Tanyel, VP & GM, Healthcare and Life Sciences Software and Solutions, CSC

panel: new data and technology transforming marketing

moderator: Charles Stryker, Founder & CEO, Venture Development Center (VDC)

panelists: Jonathan Flatow, CEO, OneSource Information Services Auren Hoffman, CEO, LiveRamp Neil Isford, VP, Smarter Solutions, IBM North America

panel: financial markets update

moderator: Scott Peters, Co-President, JEGI

panelists: Elizabeth Granville-Smith, Managing Director, BV Investment Partners Daniel Kortick, Managing Partner, Wicks Group of Companies Ray Shu, Managing Director & Media Team Leader, GE Capital Rick Smolen, VP, Strategic Transactions, IntraLinks

closing keynote Steven Swartz, President & CEO, Hearst Corporation

closing remarks and after party Featuring the Dave Stryker Organ Quartet

3:45-4:00 pm

4:00-4:30 pm

4:30-5:00 pm

5:00-5:30 pm

5:30-7:00 pm

sponsored by:

association sponsor:

Agendatime warner center, nyc | january 16, 2014 | 11:30am–7:00pm

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The Boston Consulting Group (BCG) is a global management consulting firm and the world’s leading advisor on business strategy. BCG partners with clients in all sectors and regions to identify their highest-value opportunities, address their most critical challenges, and transform their businesses.

BCG’s customized approach combines deep insight into the dynamics of companies and markets with close collaboration at all levels of the client organization. This ensures that our clients achieve sustainable competitive advantage, build more capable organizations, and secure lasting results.

Founded in 1963, BCG is a private company with 66 offices in 38 countries. For more information, please visit: www.bcg.com.

John Rose Senior Partner & Managing Director Boston Consulting Group

Phone: (212) 446-2616 E-mail: [email protected] Website: www.bcg.com

GE Capital’s Telecom, Media and Technology (TMT) business provides senior credit facilities to enable corporate growth, acquisitions and balance sheet refinancings to companies in the following industries: cable; towers; data centers; wireless; metro fiber; radio; TV; digital media; B2B/B2C media; software; educational services; and other technology companies that enable these industries.

Whether it is capital for growth, acquisitions, or refinancing, the TMT team connects customers with customized debt financing solutions beginning at $20 million. Industry advisors offer real-time insight into the competitive TMT industries, while the Capital Markets team searches out the best financial solutions for each unique situation. With Access GE, TMT clients benefit from GE’s resources, financial strength and best practices.

Visit gecapital.com/tmt for more information on how GE Telecom, Media and Technology is helping customers build stronger businesses.

Raymond N. Shu, CFA Managing Director & Media Team Leader GE Capital – Telecom, Media & Technology

Phone: (678) 624-7965 E-mail: [email protected] Website: www.gecapital.com/tmt

Sponsor Profiles

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Sponsor Profiles

The Howard-Sloan-Koller Group (HSK) is a boutique, retained executive search and consulting firm specializing in media, technology, information services and advertising. Established in 1988, HSK has helped hundreds of companies identify and recruit thousands of critical hires – adding significant value and playing a key role in the success of both our clients and candidates.

Executives, investors and candidates routinely turn to HSK as a source of talent, industry intelligence and valuable perspective on marketplace trends. HSK’s search consultants are entirely dedicated to the markets they serve and bring deep industry experience to the search process. This hands-on and focused approach is key to HSK’s success in delivering timely results.

HSK specializes in working with companies of all sizes (from large, global organizations to mid-sized, entrepreneurial, start-up and private equity- and venture capital-backed companies) across online, mobile, video, social, data, audience targeting, SAAS solutions, traditional media and marketing solutions, as well as multi-platform media organizations (Consumer, B2B and B2C). HSK’s functional focus is C-level/SVP/VP/Director (and mid-level) searches across general management, sales, marketing, business development, RTB/programmatic buying, publisher development, finance and operations, audience development, content and creative, and other functions.

THE HOWARD • SLOAN • KOLLER GROUP THE HOWARD • SLOAN • KOLLER GROUP

Edward R. Koller Jr., President & CEO Karen Danziger, Managing Partner Edward R. Koller III, Partner The Howard-Sloan-Koller Group

E-mail: [email protected] E-mail: [email protected] E-mail: [email protected] Phone: (212) 661-5250 Website: www.hsksearch.com

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Morgan Lewis provides comprehensive transactional, litigation and intellectual property legal services to clients of all sizes – from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including the media and information industry, help clients craft and execute strategies to successfully address business and legal challenges in today’s rapidly changing economic environment.

Founded in 1873, Morgan Lewis has some 1,400 lawyers in 25 offices across the United States, Europe, the Middle East, and Asia.

The firm is unified in its long-held service philosophy that every action of its attorneys, in every representation, is driven first and foremost by achieving the immediate and long-term business goals of each client. For more information, please visit www.morganlewis.com.

Charles E. Engros, Managing Partner Robert W. Dickey, Partner Morgan Lewis

E-mail: [email protected] E-mail: [email protected] Phone: (212) 309-6000 Website: www. morganlewis.com

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Sponsor Profiles

Intralinks (NYSE: IL) is a leading global provider of Software-as-a-Service solutions for securely managing content, exchanging critical business information and collaborating within and among organizations. More than one million professionals in industries including financial services, pharmaceutical, biotechnology, consumer, energy, industrial, legal, insurance, real estate and technology, as well as government agencies, have utilized Intralinks’ easy-to-use, cloud-based solutions. Intralinks users can accelerate information-intensive business processes and workflows, meet regulatory and risk management requirements and collaborate with customers, partners and counterparties in a secure, auditable and compliant manner. Professionals at more than 800 of the Fortune 1000 companies have used Intralinks’ solutions. For more information, visit www.intralinks.com or http://blog.intralinks.com. You can also follow Intralinks on Twitter at http://twitter.com/intralinks and Facebook at www.facebook.com/Intralinks.

Elias Nassar Senior Account Executive, Sales Intralinks

Phone: (212) 342-7625 E-mail: [email protected] Website: www.intralinks.com

Econsultancy is a community where the world’s digital marketing and ecommerce professionals meet to sharpen their strategy, source suppliers, get quick answers, compare notes, help each other out and discover how to do everything better online.

Founded in 1999, Econsultancy has grown to become a leading source of independent advice and insight on digital marketing and ecommerce.

The firm’s reports, events, online resources and training programs help its 200,000+ subscribers make better decisions, build business cases, find the best suppliers, look smart in meetings and accelerate their careers.

For more information, please visit www.econsultancy.com.

Stefan Tornquist Vice President, Research, North America Econsultancy

Phone: (718) 596-6367 Email: stefan.tornquist@ econsultancy.com Website: www.econsultancy.com

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Sponsor Profiles

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The Software & Information Industry Association (SIIA) is the leading trade association for companies involved in the creation and delivery of business information. Over 850 SIIA members – B2B media companies, publishers, information services providers, and the organizations that serve them – rely on the SIIA for regulatory and intellectual property protection, education on critical market issues, training and connection to peers and partners across the industry to support and grow their businesses.

For more information on how the SIIA can support your business, please visit www.siia.net.

Kathy Greenler Sexton Vice President & General Manager SIIA – Software & Information Industry Association

Phone: (978) 258-1506 E-mail: [email protected] Website: www.siia.net

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Keynote Speaker Bios

David J. Moore is Chairman & CEO of 24/7 Media, Inc., a WPP Digital company serving advertisers, agencies and digital publishers worldwide. In January 2014, 24/7 Media will merge with its sister company, Xaxis, and Mr. Moore will serve as Chairman of the new Xaxis, the world’s largest programmatic media and technology platform. In addition, he will take on the role of President, WPP Digital.

Mr. Moore is currently responsible for day-to-day operations of 24/7 Media and focuses on strengthening the company’s industry position, strategic relationships, recruitment, and business development. He also works closely with WPP Digital to support the development and implementation of WPP’s digital initiatives.

Mr. Moore has led 24/7 Media’s growth from start-up to its current position as a leader in digital marketing. He is a respected industry veteran with over 30 years’ experience in new media property development. Throughout his career, he has consistently distinguished himself as a pioneer and leader. When the bubble burst on the dot-com industry, Mr. Moore was determined that his company would survive. He held true to his vision that if his company survived it would emerge stronger, with a larger market opportunity and fewer competitors. With a series of bold moves, he succeeded.

Mr. Moore is a compelling speaker and seasoned executive with expertise in all facets of the digital advertising industry. He is a member of the Interactive Advertising Bureau’s (IAB’s) Board of Directors and Executive Committee. From 2009 to 2011, Mr. Moore was IAB’s Chairman and has been an active member since 2002. Throughout his career, Mr. Moore has held positions at a number of companies, including Turner Broadcasting and Viacom. He co-founded Petry Interactive, which eventually became 24/7 Media.

Mr. Moore serves on the board of Our Stage, the Board of Directors of the Advertising Education Foundation (AEF), and on the Board of Directors for Visible Technologies, an industry leading provider of social media monitoring and engagement solutions.

David Moore Chairman & CEO 24/7 Media www.247media.com

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Keynote Speaker Bios

Steven Swartz became President & CEO of Hearst Corporation on June 1, 2013. Before his promotion to CEO, Mr. Swartz, a member of the Board of Directors of Hearst Corporation and a trustee of The Hearst Family Trust, was President & COO of the Corporation.

From 2009 to 2011, he was President of Hearst Newspapers, the newspaper operating group that was also responsible for Hearst’s local digital marketing services businesses and directories. He was EVP of the group from 2001 to 2008. Hearst Newspapers, with more than 4,700 employees across the nation, publishes 15 dailies and 36 weeklies in a number of cities, including Houston, San Francisco, San Antonio and Albany. It also operates digital marketing services and directories businesses under the LocalEdge brand.

Before joining Hearst in 2001, Mr. Swartz was President & Chief Executive of SmartMoney, the magazine, website and custom publishing business launched by Hearst and News Corp.’s Dow Jones unit. Prior to becoming CEO in 1995, he had been the magazine’s Founding Editor since 1991. Under his leadership, SmartMoneymagazine won two National Magazine Awards and was AdvertisingAge’s Magazine of the Year.

Mr. Swartz began his journalism career in 1984, as a reporter with TheWallStreetJournal after graduating from Harvard. He served as an editor on the Journal’s Page One staff from 1989 to 1991.

Mr. Swartz is a member of the ESPN board of directors and is a director of the Associated Press. He is also a member of the board of visitors of the Columbia University Graduate School of Journalism, a member of the board of directors of Lincoln Center for the Performing Arts, and Chairman of the Lincoln Center Corporate Fund.

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Steven Swartz President & CEO Hearst Corporation www.hearst.com

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Speaker Bios

Wilma Jordan, Founder & CEO of The Jordan, Edmiston Group, Inc. (JEGI), leads the most successful investment bank for the media, information, marketing and technology sectors. Since 1987, JEGI has completed more than 500 transactions for global corporations; middle-market and emerging companies; entrepreneurial owners; and private equity and venture capital firms.

Ms. Jordan’s Best Practices approach to M&A advisory services has been instrumental in forging the firm’s reputation for overall excellence, integrity and the ability to maximize value for its clients. For more than 25 years, she has successfully evolved the firm, staying ahead of the curve by expanding JEGI’s sector coverage as needed, right up to today, as mobile and social come to the forefront in media and marketing services, and Big Data has become the dominant theme of the Information Industry.

Ms. Jordan’s vast media industry experience includes having founded, owned, managed and advised media, marketing, Internet and technology businesses. She has also served on the Board of Directors of four public companies – Lin Broadcasting (NYSE), Lin Television (NASDAQ), Clayton Homes (NYSE), and Lin TV (NYSE) – as well as several private companies.

In addition, Ms. Jordan is a Trustee of Guideposts, Inc.

Wilma Jordan Founder & CEO The Jordan, Edmiston Group, Inc. www.jegi.com

Amir Akhavan, Managing Director with JEGI, advises tech, marketing services, interactive and information companies in mergers, acquisitions and divestitures. He is known for delivering high-value strategic advice to entrepreneurs, PE firms, VCs and strategics, as they evaluate and seek to stay at the forefront of rapidly changing markets. Recent notable transactions include:

• Group SJR in its sale to Hill+Knowlton Strategies, a unit of WPP;• Domino Media Group, in a capital raise led by Condé Nast and Advance Publications;• Infogroup in its sale of OneSource to GTCR and Cannondale Investments;• Conversen in its sale to Experian Marketing Services;• The Retail Equation in its sale to Norwest Venture Partners; and• Big Fuel in its sale to Publicis Groupe.

Mr. Akhavan is especially passionate about working with entrepreneurs, as they develop market disrupting businesses. He authored “The Social Media Ecosystem – Rise of Users, Intelligence and Operating Systems”, which was published by the Interactive Advertising Bureau. Prior to joining JEGI in 2005, he was at Deloitte Corporate Finance in the media M&A investment banking group. Previously, Amir worked in EY’s Assurance and Advisory practice focusing on Tech, Media and Telecom. He earned his Master’s degree from the University of Virginia as an Ernst & Young YMP scholar and his Bachelors in Finance from the University of Southern California (USC). Mr. Akhavan is on the USC Board of Governors and is also a CPA.

Amir Akhavan Managing Director The Jordan, Edmiston Group, Inc. www.jegi.com

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Speaker Bios

Daniel Avrutsky, Managing Director and Global Head of Technology at JEGI, joined the firm in February 2013 to lead its M&A advisory practice in technology and software, focused on the US, Europe and Israel.

Mr. Avrutsky has 17 years of experience in global technology M&A. Prior to joining JEGI, he was Founder and Managing Partner of Avrika Group, where he provided cross-border advisory services to US-based and European clients seeking technology investments and M&A opportunities in Eastern Europe. Mr. Avrutsky continues to be an independent member of the Grant Committee of the Skolkovo Foundation, Russia’s largest technology development agency. For the prior five years, Mr. Avrutsky was with Perella Weinberg Partners in New York, most recently as a Managing Director in the firm’s technology practice. He started his career at JP Morgan and held various positions at Salomon Brothers, Bank of America and Warburg Pincus.

Mr. Avrutsky holds a BA with cum laude in Mathematics and Economics from Duke University and an MBA from Stanford University Graduate School of Business. He also studied Mathematical Economics and Computer Science at Moscow State University.

Daniel Avrutsky Managing Director The Jordan, Edmiston Group, Inc. www.jegi.com

Veteran technology and management executive Reggie Bradford is SVP of Product Development for Oracle, where he brings more than 20 years of experience across technology, Internet and marketing sectors. Prior to joining Oracle, he was founder and CEO of Vitrue, where he developed the company into the leading provider of social marketing software for global brands and agencies. Vitrue was acquired by Oracle in May 2012 and is now a wholly-owned subsidiary of Oracle.

Prior to founding Vitrue, Mr. Bradford served as President and board member of TANDBERG Television, an organization of more than 400 employees and more than $100 million in revenues. The company was later acquired by Ericsson. Throughout his career he has served many executive roles, including President and CEO of N2 Broadband; Chief Marketing Officer at WebMD; and various management positions at Miller Brewing Company.

Mr. Bradford received a BBA in Finance from the University of Georgia and an MBA from Emory University. He serves on numerous advisory and non-profit boards, including BrightWhistle, SoloHealth, The Brandery, and Mana Health.

Reggie Bradford SVP, Product Development Oracle www.oracle.com

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Speaker Bios

V12 Group CEO Paul Chachko has been a formative member of the marketing community for over 30 years. He is credited with being the first to add demographic, behavioral, lifestyle, and geographic data to commercial email marketing, and most recently he spearheaded the creation of an acquisition marketing automation platform equipped with consumer, business, and automotive data.

A recognized innovator, Mr. Chachko has been invited to share his experiences and insights through speaking engagements for DMA, NARM, iMedia events and various technology councils. His achievements in business and leadership have been recognized by The American Business Awards as 2013 Executive of the Year – Advertising, Marketing, & Public Relations, Ernst and Young (Entrepreneur of the Year finalist in 2006 and 2013) and Future 50 Award Winner by SmartCEO.

Prior to V12 Group, Mr. Chachko was the CEO of Datagence, a multi-channel direct marketing services company, and prior to that Mr. Chachko was the founder and CEO of ConsumerNet, a leading Internet consumer database company that merged with 24/7 Real Media in 1999.

Paul Chachko CEO V12 Group www.v12groupinc.com

Chris Calton, Managing Director at JEGI, joined the firm in November 2012 and represents clients in the healthcare IT, healthcare outsourcing services, healthcare informatics, and EH&S software industries.

Mr. Calton brings a unique blend of transaction experience in the healthcare, medical technology and information technology industries. Prior to joining JEGI, he spent almost 10 years with Avondale Partners, a healthcare focused investment bank based in Nashville, TN. While at Avondale, Mr. Calton advised companies in a broad range of healthcare segments, including healthcare services, medical technology, healthcare IT and related software companies, on a range of transactions. In his role as Managing Director, he led the firm’s efforts in sourcing and executing transactions in the healthcare IT, EH&S software and related software industries. Before joining Avondale, he was an Associate in the Technology M&A Group at Thomas Weisel Partners in San Francisco and New York where he focused on semiconductors, communication equipment and life science tools.

Mr. Calton earned a BA from Washington & Lee University in Lexington, VA and an MBA from Columbia University in New York.

Chris Calton Managing Director The Jordan, Edmiston Group, Inc. www.jegi.com

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Speaker Bios

Greg Coleman, President of Criteo, has nearly 25 years of media experience and expertise in online marketing and data analytics. Formerly the President and Chief Revenue Officer at the Huffington Post and the EVP of Global Sales at Yahoo, he has held executive positions and led explosive sales growth for several of the world’s most influential technology and media companies.

As President of Criteo, Mr. Coleman oversees global operations and leads the US expansion of the company, whose platform for delivering personally relevant ads to Internet users has enabled the largest e-commerce marketers to post significant incremental sales for the past three years.

Previously, Mr. Coleman served as President of AOL’s Platform-A , and was Senior Vice President of Reader’s Digest Association and President of US Magazine Publishing.

Mr. Coleman holds a BS in Business Administration from Georgetown University and attended the MBA program from New York University’s Leonard N. Stern School of Business.

Mr. Coleman serves as an advisor of LearnVest, Inc., the Chairman Emeritus of The Advertising Council, Inc., Director of Martini Media Network, Inc., and sits on the Board of Directors of Opera Software ASA. He is an adjunct professor at NYU Stern School of Business.

Greg Coleman President Criteo www.criteo.com

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David Clark, a Managing Director with JEGI, provides M&A advisory services to traditional and technology-enabled marketing services companies. Mr. Clark’s focus and transaction experience also includes companies in adjacent markets, such as business information, market research, application software and information technology services.

Recent notable engagements include:

• Sale of Thomson Reuters’ fiduciary tax outsourcing business to Ernst & Young; • Sale of BGT Partners to PwC;• Sale of MRSI to ORC International;• Sale of McMurry and TMG Custom Media to The Wicks Group of Companies; and• Sale of ePrize to Catterton Partners.

Mr. Clark has nearly 20 years of experience in investment banking and business development consulting. Prior to joining JEGI, he was a Managing Director at Deloitte & Touche Corporate Finance and a senior member of Deloitte’s global TMT (Technology, Media & Telecom) industry practice.

Mr. Clark earned an MBA from the University of Virginia-Colgate Darden School of Business, an MA in International Studies from the University of Virginia College of Arts and Sciences, and a BS in Economics from Washington University in St. Louis.

David Clark Managing Director The Jordan, Edmiston Group, Inc. www.jegi.com

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Speaker Bios

Jonathan Flatow serves as CEO for OneSource Information Services, Inc., a Boston-based SaaS company that is the global leader in sales enablement and business information products. Mr. Flatow also serves as COO of Cannondale Investments, a private equity firm that purchased OneSource from InfoGroup in October 2012.

From 1999 to 2009, he worked for Greenfield Online, Inc. (NASDAQ: SRVY), serving in the positions of Secretary, General Counsel and Vice President Corporate Development, Chief Administrative Officer and lastly as Chief Operating Officer. Mr. Flatow was an integral part of the team that took Greenfield Online public in 2004 and then sold it to Microsoft Corporation in 2008.

After Microsoft Corporation sold the online data collection division of Greenfield Online to ToLuna PLC in July 2009, Mr. Flatow served as Special Advisor to ToLuna’s CEO and as a senior member of the ToLuna Integration Committee through the successful conclusion of the global integration of the two companies in March 2010.Jonathan Flatow

CEO OneSource Information Services www.onesource.com

Robert W. Dickey is a partner in Morgan Lewis’s Business and Finance Practice. Mr. Dickey’s practice focuses on domestic and cross-border mergers and acquisitions, and he is a member of the firm’s media and information team. He also counsels clients in connection with joint ventures, strategic alliances, private placements and general corporate governance and compliance matters. He has been involved in a wide range of public and private transactions in a variety of industries and has represented both strategic and financial acquirers and sellers and targets. Recently, Mr. Dickey has represented The New York Times Company in the sale of its New England Media Group to John W. Henry; Pearson in the merger of Penguin and Random House; and Reed Elsevier in its sale of Variety magazine.

Robert Dickey Partner Morgan Lewis www.morganlewis.com

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Speaker Bios

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Rod Ford is the CEO of nGage Labs, Inc. and is responsible for driving the company’s vision and innovation. The company services the needs of Retailers, Restaurateurs, College Campuses and Sporting Event Operators, deeply engaging their best customers with highly personalized promotions initiated through mobile and interactive digital devices. He is a very successful technology entrepreneur, having launched and exited four technology startups over the past 25 years.

Prior to joining nGage Labs, Mr. Ford was SVP and General Manager of the specialty retail practice at marketing services provider Merkle Inc. He joined Merkle in 2009, following its acquisition of CognitiveDATA, Mr. Ford’s marketing technology start-up. Prior to the sale of CognitiveDATA, Mr. Ford led the startup from concept to one of the fastest growing private companies for four straight years as recognized by Inc.Magazine.

He started his career as a Systems Engineer for Cargill and Rockwell Automation, working to implement process automation and management information systems for some of the largest companies in the US. Mr. Ford received his BS in Mechanical Engineering from the University of Arkansas.

Rod Ford CEO nGage Labs www.ngagelabs.com

Tolman Geffs, Co-President of JEGI, represents digital media, marketing, business services and technology companies. Notable recent engagements include:

• Sale of Thomson Reuters’ fiduciary tax outsourcing business to Ernst & Young;• MyWebGrocer’s significant growth investment from HGGC;• Sale of Infogroup’s OneSource to Cannondale Investments and GTCR;• Sale of ePrize to Catterton Partners;• Sale of Travidia to a media consortium led by Gannett and Hearst; and• Sale of Focus Research to Ziff Davis Media.

Mr. Geffs brings a unique combination of experience as a CEO and business builder in both traditional and new media companies, as well as in corporate finance. Prior to joining JEGI in 2004, Mr. Geffs was CEO of Internet Broadcasting Systems, a national network of 70 local television Web sites operated in partnership with NBC, Hearst, The Washington Post Company and other major broadcasters. With a staff of 250, IBS was one of the earliest old/new cross-media platforms to achieve both scale and profitability.Previously, Mr. Geffs held a series of senior executive positions in magazine publishing. He began his career in the M&A department of Lehman Brothers, and also consulted for media companies with McKinsey & Company. He is a graduate of the University of California at Berkeley, with degrees in English and Engineering Physics, and Harvard Business School.

Tolman Geffs Co-President The Jordan, Edmiston Group, Inc. www.jegi.com

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Speaker Bios

Elizabeth Granville-Smith is a Managing Director at BV Investment Partners. Ms. Granville-Smith joined the firm in 1996 as an Associate and has more than 19 years of investment banking and principal investing experience. Ms. Granville-Smith is a member of the Firm’s Investment and Valuation Committees. She has led deals in the media and information services industries, including financial services, healthcare services, aviation information, and publishing. Certain representative investments include: Decision Resources, Camp Systems, Albridge Solutions, and Rave Reviews Cinemas.

Previously, Ms. Granville-Smith was in Investment Banking at Bear, Stearns & Co., Inc. Ms. Granville-Smith earned her BA in History and Economics from the University of Pennsylvania in 1991 and MBA from The Wharton School at the University of Pennsylvania in 1996. She is a board member and former Treasurer of Codman Academy Foundation, a charter school in Dorchester, MA, and on the Board of Trustees of an independent school in New York City. She is on the Advisory Board of the Huntsman Program at the University of Pennsylvania and is a member of the Trustee Council of Penn Women. Lastly, Ms. Granville-Smith serves as a MBA mentor for the Toigo Foundation.

Elizabeth Granville-Smith Managing Director BV Investment Partners www.bvlp.com

Auren Hoffman is CEO of LiveRamp. LiveRamp connects marketing data to new places. LiveRamp is how offline gets online.

He also serves on the board of directors of ReTargeter.com and BrightRoll.

Previously, Mr. Hoffman was CEO of Rapleaf, former Chairman of Stonebrick Group, and CEO of BridgePath (sold in 2002). He also founded Kyber Systems, an Intranet development firm (sold in 1997) and co-founded GetRelevant (sold in 2002).

Mr. Hoffman is an angel investor in over 55 technology companies. He is an active blogger (http://blog.summation.net), and you can find him on Facebook (www.facebook.com/aurenh) and Twitter (@auren). He holds a BSE in Industrial Engineering and Operations Research from UC Berkeley.

Auren Hoffman CEO LiveRamp www.liveramp.com

Page 19: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Speaker Bios

17

Shafqat Islam is the CEO & Co-Founder of NewsCred, the world’s leading content marketing and syndication solution. As CEO, Mr. Islam manages the strategic growth of the company, pioneering a new content ecosystem for brands and publishers.

Since its founding in 2008, NewsCred has grown to a more than 100 person team of technologists, journalists and creative content marketers based in New York, London and Dhaka. The company is funded by leading investors, including Mayfield Fund, Greycroft Partners, FirstMark Capital, FLOODGATE, and IA Ventures. In the last year, Mr. Islam led the company’s acquisition of Daylife, an early technology innovator in the media space, as well as the company’s $15 million financing round in March 2013.

Mr. Islam has spoken at numerous industry events, including Paley Media Center Summits, Business Insider Conferences, Internet Week, INMA, GEN, Digitas NewFronts, Brand Innovators, Digital Hollywood, the Digital Content Monetization Summit, AAN Media Conferences and Wharton Entrepreneurship panels.

Prior to NewsCred, Mr. Islam was a Vice President at Merrill Lynch, running technology teams in NYC and Geneva, Switzerland. Follow him @shafqatislam or @newscred.

Shafqat Islam CEO & Co-Founder NewsCred www.newscred.com

Neil Isford is the Vice President of Smarter Solutions for IBM North America. In this role, he leads a team of industry solution subject matter experts who are missioned to provide clients with integrated solutions that address business outcomes. These Smarter Planet Industry Solutions can include IBM software, services, and hardware, and incorporate IBM’s Big Data & Analytics, Smarter Commerce, Smarter Cities, Mobility, Cloud and Social Business capabilities. Mr. Isford also has responsibility for leading IBM’s Big Data & Analytics growth initiative for North America across all IBM brands and industries.

Previously, Mr. Isford spent two years as the worldwide VP of Sales for the software products that are part of IBM’s Information Management, Business Analytics, and Enterprise Content Management portfolios. This included Data Management, Information Integration, Data Warehousing, Advanced Case Management, Business Intelligence & Performance Management, and Predictive Analytics software. He also helped lead IBM’s successful acquisition of Cognos.

In 2006 and 2007, Mr. Isford managed IBM’s software business for Asia Pacific. He also led Business Partner Sales for the IBM Software Group and, in 2005, created the industry leading Software Value Incentive (SVI) Program.

Mr. Isford grew up in Toronto, Canada and went to Wilfrid Laurier University. He started with IBM in 1980 and held various sales and sales management roles in Edmonton, Vancouver, Southwestern Ontario, and Toronto, before moving to the United States in 1994.

Neil Isford VP, Smarter Solutions IBM North America www.ibm.com

Page 20: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Speaker Bios

As today’s leading evangelist for the paradigm shift in marketing and communications towards the power of high-quality content, Alexander Jutkowitz is responsible for driving and setting global communications strategies for clients, with an emphasis on increasing ROI via high-quality content insights and audience.

A content marketing pioneer, Mr. Jutkowitz regularly speaks on the topic and shares his experience dealing with the day’s most exciting – and thorniest – issues.

With more than 20 years of experience in a wide range of disciplines – from political pollster to digital architect, brand strategist to content creator – Mr. Jutkowitz has worked in more than 30 countries around the globe, leading communication, marketing and political campaigns for multinational corporations, not-for-profits, governments and trade associations.

Mr. Jutkowitz develops and implements solutions for clients that address the full spectrum of their business needs. He is at the forefront of content creation and mobile strategy for brand development and international positioning. From TED to GE to the MPAA, Mr. Jutkowitz is part of the conversation when new ideas are floated, trends are born and conventional wisdom is reshaped.

Mr. Jutkowitz currently serves on the board of overseers for the ColumbiaJournalismReview and is a member of the Arthur W. Page Society.

Alex Jutkowitz Managing Partner Group SJR www.groupsjr.com

Daniel Kortick joined The Wicks Group in May 2000. As a Managing Partner at Wicks, he is involved in all of its investment and management activities and serves on the Board of Directors of all of its operating companies.

Prior to joining Wicks, Mr. Kortick spent 11 years in various capacities at Fleet Bank and BankBoston. Most recently, he served as Director in the Media and Communications Group of BankBoston, working with clients on financing mergers and acquisitions within several media segments, including broadcasting, publishing, cable, and entertainment. Earlier, Mr. Kortick worked in the loan work-out and asset-based lending groups at Fleet. Mr. Kortick serves in different capacities in many educational, community, and charitable organizations.

Mr. Kortick graduated from Hobart College with a Bachelor of Arts in Economics and has an MBA in Finance from Bryant University.

Daniel Kortick Managing Partner The Wicks Group of Companies www.wicksgroup.com

Page 21: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Speaker Bios

19

Scott Peters, a Co-President of JEGI, represents a wide array of consumer and business information, marketing services and online media companies in an M&A advisory capacity. Having successfully completed over 80 transactions with JEGI, Mr. Peters offers clients a comprehensive understanding of the media, information and marketing services industries, with extensive sell-side, buy-side and advisory expertise.

Recent notable engagements include:

• The sale of Competitrack to Market Track;• The sale of McMurry and TMG Custom Media to The Wicks Group of Companies;• The sale of Empathy Lab to EPAM Systems;• The sale of Evanta to Leeds Equity Partners;• The sale of Aspire Media to F+W Media;• The sale of Northstar Travel Media to The Wicks Group of Companies; and• The sale of Experient to Maritz Travel.

Prior to his initial employment with JEGI, Mr. Peters was with Veronis Suhler Stevenson, where he served as director of research and later, director of business development for the investment bank and private equity fund.

Scott Peters Co-President The Jordan, Edmiston Group, Inc. www.jegi.com

Richard Mead, a Managing Director with JEGI, represents B2B media and information companies in an M&A advisory capacity. Since joining JEGI in 1997, Mr. Mead has overseen a number of the firm’s signature transactions.

Notable recent transactions include:

• The sale of JD Events’ CCW and SATCON events to the National Association of Broadcasters (NAB); • The sale of Reed Exhibitions’ US restaurant and lodging portfolio to Urban Expositions;• Onex’s acquisition of Nielsen Expositions;• AGENDA joining Reed Exhibitions; and• The sale of MMPI Canada to Informa.

Educated and trained as a Chartered Accountant in the UK, Mr. Mead offers clients a broad cross-section of experience as buyer, seller and advisor to public and private companies. He has participated in more than 300 transactions of all sizes and complexities since moving to the US in 1983. Previously, Mr. Mead served as Senior Vice President at Dow Jones/Teleres, President & CEO of Black’s Guide, Vice President of Finance and CFO of Advanstar Communications and an international M&A Partner at Ernst & Young and KPMG.

He earned a BA Honors in Economics and Accounting from the University of Bristol, UK and a Master of Science in Management Science and Operational Research at Warwick Business School, UK.

Richard Mead Managing Director The Jordan, Edmiston Group, Inc. www.jegi.com

Page 22: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Speaker Bios

Geoff Ramsey is one of the most compelling visionaries in digital marketing today. As Chairman of eMarketer, Mr. Ramsey is not only on the cutting edge of research trends and best practices, but he also offers a rich understanding and big-picture perspective of the digital landscape and its impact on marketing and media.

A highly regarded speaker, Mr. Ramsey keynotes at major industry events around the globe, as well as at Fortune 100 corporations, including Google, Yahoo! and Visa. He is frequently quoted in TheWallStreetJournal, Forbes, BusinessWeek and AdvertisingAge.

In 2011, Mr. Ramsey received the ad:tech Industry Achievement Award, which honors individuals in the digital marketing space who have demonstrated consistent outstanding service, generated breakthrough ideas and fostered industry growth. His book, DigitalImpact:TheTwoSecrets to Online Marketing Success (Wiley, 2011), co-authored with Vipin Mayar, has earned critical praise from industry leaders.Geoff Ramsey

Chairman eMarketer www.emarketer.com

John Rose is a Senior Partner and Managing Director in the New York office of The Boston Consulting Group (BCG). He leads BCG’s Americas Media practice and helps lead its Big Data practice. Until recently, he was also responsible for BCG’s US Private Equity practice. Mr. Rose joined BCG from EMI PLC, where he was Group Executive Vice President responsible for strategy and corporate development, digital distribution, global operations, and government affairs. Prior to EMI, he spent 20 years at McKinsey & Co. There, he was a Director, led the global media practice, and was deeply involved in serving tech, telecom, and private equity clients.

Mr. Rose’s consulting work includes: multi-year effort for World Economic Forum on big data; transformation of a leading newspaper and broadcasting company; growth strategy for a leading cable MSO; multi-screen content strategy for a US Telco; digital strategy for a leading cable network company; M&A/acquisition of major TV stations group; ad sales effectiveness efforts for newspaper, broadcasting, and magazine companies; cost restructuring for magazine, broadcasting, and newspaper companies; pricing effort for cable MSO; incubation of new social/interactive TV studio; growth strategy for a leading web mobile content services company; and incubation and build of a leading sports Internet portal.

At EMI, Mr. Rose was responsible for developing new digital distribution retailing models and creating a digital distribution business; leading a restructuring of the company that reduced staff size by 40% in two years; evaluating new approaches to retail trade promotion and pricing; and driving key merger discussions and sale of key assets.

Mr. Rose received a BA in Mathematics, summa cum laude, from Wesleyan University, where he was awarded the Graham Prize for natural science. He earned a Masters in Public and Private Management from Yale University. Outside of work, he serves on the Board of Trustees of WNYC and Young Audiences.

John Rose Senior Partner & Managing Director The Boston Consulting Group www.bcg.com

Page 23: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Speaker Bios

21

David Segura is the CEO of Giant Media, a native video and social analytics company. It helps brands and media companies distribute branded videos through its social video technology VideoStat. With a large global footprint, Giant’s client portfolio includes GM, Gillette, J&J, and many more.

Prior to founding Giant Media, Mr. Segura was the Director of Business Development at Comedy.com, an online publisher where he managed business development and marketing. Before that, he worked at Twistbox Entertainment, a mobile content publisher, and Towers Perrin, a global management consultancy. Mr. Segura received his BA from the University of Chicago.

David Segura CEO Giant Media www.giantmedia.com

Scott Rosenberg is Vice President of Business Development, Content and Services at Roku, where he is responsible for developing content partnerships for the Roku platform. Prior to Roku, Mr. Rosenberg co-founded and led Umami TV, a VC-backed startup in NYC that pioneered the use of audio fingerprinting to enable synchronized companion TV experiences on mobile and tablet devices. Prior to Umami, he was Vice President of Advanced Advertising at Rovi, where he led interactive ad sales. Mr. Rosenberg has also held senior product and engineering roles at BlackArrow, ReplayTV, Analog Devices, and Intel.

He holds a bachelor’s degree in Computer Science from Princeton and was a Fulbright Fellow to Japan. He earned a master’s degree in Electronic Engineering and Computer Science and an MBA from Massachusetts Institute of Technology.

Scott Rosenberg VP, Business Development Content & Services Roku www.roku.com

Page 24: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Speaker Bios

Ray Shu serves as Managing Director and Media Team Leader for GE Capital’s Telecom, Media & Technology business. In this position, Mr. Shu leads his team in providing senior secured financing to middle-market companies and sponsor-based activities in various media sectors.

Mr. Shu joined GE in October 2000, where he has held several senior positions, including Managing Director, Risk, charged with overall underwriting and portfolio management responsibilities for the business unit’s loan portfolio in the media sector. As a Senior Vice President, he also co-founded GE’s Tech Lending Group, focusing on debt investments for early stage, venture-backed technology companies.

Prior to GE, Mr. Shu was with Bank of America Commercial Finance’s Healthcare Leveraged Finance Group, as well as with the Franchise Finance Group at NationsBank, N.A. Also, Mr. Shu was with PriceWaterhouse’s Corporate Finance Group, where he focused on the execution of buy and sell-side mandate transactions, capital raising, IPO advisory and bankruptcy restructuring services.

Mr. Shu earned a BBA in Finance from University of Georgia and an MBA in International Finance from Georgia State University. He also received his “Chartered Financial Analyst (CFA)” designation in 1997.

Ray Shu Managing Director & Media Team Leader GE Capital www.gecapital.com

Rick Smolen joined Intralinks in 2004 and is currently Vice President of Strategic Transactions. Mr. Smolen and his team are responsible for empowering the investment banking, corporate development, and legal communities in their acceleration of deal lifecycles. With robust virtual data room technology solutions, these communities can do more in less time, including Due Diligence, Deal Sourcing, Deal Marketing, and Pre/Post Close Activities. Mr. Smolen’s team works extensively with leading Advisory Firms, Fortune 1000 Companies, Private Equity firms and their affiliates, and the overall Deal Community.

Mr. Smolen has previously held various positions at Intralinks, including leading the Asia Pacific Region. Prior to joining Intralinks, he held a variety of positions at Thomson Financial, Baseline Financial, and AlliedSignal. Mr. Smolen has a BS in Finance from The Pennsylvania State University and is based in New York.

Rick Smolen VP Strategic Transactions Intralinks www.intralinks.com

Page 25: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Cem Tanyel leads the Software Solutions business for CSC in Healthcare and Life Sciences globally. His role includes research, development, delivery and support of all business around the Intellectual Property owned by CSC in this vertical. In this role, Mr. Tanyel leads a global team of 4,000 CSC professionals around the world, serving over 4,000 customers in five continents, with a $700 million P&L responsibility.

Mr. Tanyel is a subject matter expert in the areas of Healthcare Information Technology, including large-scale, enterprise, mission critical product development for development organizations across multiple geographies.

Prior to CSC, Mr. Tanyel was the Senior Vice President of Product Development for McKesson Corporation. His role included architecture, technology direction, engineering activities, quality control and project management functions in the healthcare IT, EMR, lab, and pharmacy sectors.

Prior to McKesson, Mr. Tanyel led the Product Development and Application Services Program globally for Unisys Corporation. He formally started the Application Services program within Unisys from the ground up in 2006. Today, Application Services is a $400 million service line for Unisys, and it is one of the four focus areas for future growth.

Mr. Tanyel has an MS in Computer Science from the University of Maryland, an MBA from San Jose State University, California and a BS in Computer Engineering from Middle East Technical University in Ankara, Turkey.

Speaker Bios

23

Cem Tanyel VP & GM Healthcare and Life Sciences Software and Solutions, CSC www.csc.com

Dr. Charles Stryker is the Founder & CEO of the Venture Development Center, Inc. (VDC). VDC is the leading provider of data strategy and sourcing to many of the major information services companies. His clients include Acxiom, LexisNexis, OneSource, and many other firms. In addition, many of the world’s largest brands look to his firm to insure they are familiar with and using new digital data. These clients include IBM, Cisco, Disney, Time Warner, and many others. His firm is retained by more than 50 of the leading new data companies, including Bluekai, Exelate, Adgooroo, PeekYou, and Optimal.

Previously, Dr. Stryker was a President of InfoGroup, was on the faculty of the Wharton School, and has served on many boards of information companies of both public and private firms. Dr. Stryker received a BS and MS in Electrical Engineering and a Ph.D. in Computer Science from New York University.

Dr. Charles Stryker Founder & CEO Venture Development Center (VDC) www.venturedc.com

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Stefan Tornquist is Econsultancy’s Vice President of Research in North America. Mr. Tornquist is a frequent speaker and has been featured on CNBC and NPR, as well as the pages of TheWall Street Journal, BusinessWeek, AdAge and many other industry and mainstream outlets. Previously, he was the long time research director for best practice publisher MarketingSherpa. Mr. Tornquist began his digital career as a co-founder of rich media pioneer Bluestreak, now part of Dentsu.

Stefan Tornquist VP, Research, North America Econsultancy www.econsultancy.com

Jeff White is the Founder and Chief Executive Officer of Gravy. Prior to founding Gravy, Mr. White founded several companies and led them to successful exits, including mySBX (sold to Deltek in 2009) and Blue Canopy (sold to a private investment firm in 2007).

Mr. White has over two decades of experience leading successful companies and was named the DC Technology Entrepreneur of the Year in 2011. As the Founder of mySBX, he leveraged the latest web and social media technology to build an award-winning platform that grew more than 100% year over year. As the Founder of Blue Canopy, Mr. White led the company to two Inc. 500 awards as one of the Top 500 Fastest Growing Private Companies in America, with the lowest growth year being 98%.

Mr. White is passionate about building real products for real people and loves to start with a blank canvas (or whiteboard). He strives to never “fall in love” with his creations, by balancing them with honest user and customer feedback.

Mr. White currently lives outside of Washington, DC with his family and mentors other DC area entrepreneurs.

Jeff White Founder & CEO Gravy www.findgravy.com

Speaker Bios

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25

About JEGI

The Jordan, Edmiston Group, Inc. (JEGI) of New York has been the leading independent investment bank for the media, information, marketing and technology sectors for more than 26 years. The firm has completed over 500 high-profile M&A transactions for global corporations; middle-market and emerging companies; entrepreneurial owners; and private equity and venture capital firms.

For more information, visit www.jegi.com or contact JEGI’s Chief Marketing Officer Adam Gross at [email protected] or 212-754-0710.

The Jordan, Edmiston Group, Inc. 150 East 52nd Street, 18th Floor New York, NY 10022

Phone: (212) 754-0710 Website: www.jegi.com

Page 28: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

About JEGI

“Ourindependencesetsusapart,andthismeanswehavearelentlessfocusonmaximizingvalueforourclients.Infact,topmanagementisinvolvedthrougheachstepofeverytransaction.”

– Wilma Jordan, Founder & CEO

As founder and CEO of the most successful investment bank for media, information, marketing and technology, Ms. Jordan has overseen the completion of 500 transactions and has been instrumental in forging the firm’s reputation for excellence and integrity.

“We’reintheconvergence“sweetspot,”andourexperienceandexpertiseinmedia,information,marketingandtechnologypositionsusamongthethoughtleadersinoursectors.”

– Tolman Geffs, Co-President

Mr. Geffs represents online media, interactive marketing, and technology companies, and broader media businesses seeking to expand in new media markets.

“PrivateequityfirmstapJEGIforoursectorexpertise.WehelpthemcompleteM&Atransactions,maximizethevalueoftheirassets,anddeliverresearchandinsightonindustrytrendsandchallenges.”

– Scott Peters, Co-President

Mr. Peters represents consumer and B2B media, business information, marketing and online media companies in an M&A advisory capacity.

“Workingfromacomprehensiveunderstandingofourclient’sstrategyandgoals,weassembleawiderangeofprospectivebuyersforeverytransaction.Thenweconductarigorous,disciplinedandhighlyeffectivesaleprocess.”

– David Clark, Managing Director

Mr. Clark provides M&A advisory services to traditional and technology-enabled marketing clients, and companies in adjacent markets, such as business information, market research and application software.

“Oneveryassignment,wemarshalunmatcheddealstrategyandnegotiatingskills,within-depthtechnicalandfinancialcapabilities, tostructuredeals thatenhancevalue toourclients.Asaresult,wehave thehighestclosingrateforM&Atransactionsinourcoresectors.”

– Richard Mead, Managing Director

Mr. Mead represents B2B media, exhibitions and conferences, and business information companies in an M&A advisory capacity.

Page 29: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

About JEGI

27

“JEGIrecognizestheincreasingly integralrolethattechnologyandsoftwareareplayingincreatingnewopportunitiesanddrivinggrowthinthemedia,informationandmarketingsectors,andwecontinuetoremainattheforefrontofthisongoingevolution.”

– Daniel Avrutsky, Managing Director, Global Head of Technology

Mr. Avrutsky, who has extensive cross-border M&A experience, represents the technology and software sectors and focuses on the US, Eastern Europe and Israel.

“For over 25 years, JEGI has helped clients anticipate important market trends and opportunities,address hot button issues, and prepare well in advance for the inevitable challenges that surfaceduringanM&Aprocess.”

– Chris Calton, Managing Director

Mr. Calton represents clients in the healthcare IT, healthcare outsourcing services, healthcare informatics, and EH&S software industries.

“Wecreativelyapproacheachengagementtodeliveracustomizedsolutionthatmaximizesvalueandexceedsclient’sexpectations.Wecontinuouslytransformourmarketcoverage,astechnologyconvergeswithcontent/data/marketing,throughtheprismofopportunitythatitrepresentsforourclients.”

– Amir Akhavan, Managing Director

Mr. Akhavan advises tech, marketing, interactive and information companies in mergers, acquistions and divestitures.

“In the industries we cover, we go broad and we go deep, with immediate access to all keydecision-makers.”

– Thomas Pecht, Managing Director, Regional Office

Mr. Pecht focuses on investment banking services for small- to middle-market media companies.

“Ourcorporatecultureisbuiltonteamwork,integrityandprofessionalism.Andtogetherwebringtoourclientsmorethan300yearsofcombinedsenior-levelmedia,information,andmarketingexperience.”

– William Hitzig, Chief Operating Officer

Mr. Hitzig joined JEGI in 1996 and has participated in nearly 300 of JEGI’s transactions. In addition to his business operations and legal affairs responsibilities, Mr. Hitzig oversees JEGI’s best practices, quality control, and compliance matters.

Page 30: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

About JEGI

“OurongoingcommitmenttoawiderangeofthoughtleadershipinitiativesisanessentialelementinJEGI’sapproachtoprovidingthehighestlevelofservicetoitscoresectorsandhashelpedpropelusto#1inourmarkets.”

– Adam Gross, Chief Marketing Officer

Mr. Gross has nearly 15 years of investment banking experience and oversees JEGI’s marketing and business development functions, international partnerships, and thought leadership efforts.

“Fromourrigorousanddisciplinedprocess,toourunparalleledmarketintelligence,tothedepthandprofessionalismofourclientservicesteam,JEGIisdedicatedtoabestpracticesapproachtoitsM&Aadvisoryservices.”

– Thomas Creaser, Executive Vice President, Professional Services Group

Mr. Creaser is responsible for overseeing the internal operations of JEGI’s client engagements, project management, and its client services team.

“Ourgoalistoachievethebestpossibleoutcomeforourclients.Sinceeveryprocessinvolvesauniquesetofrisksandopportunities,weprideourselvesonprovidingatailoredapproachtoeachengagement,fullycapitalizingonourdeepknowledgeofthemediaandtechnologymarketsandbuyers.”

– Sam Barthelme, Director

Mr. Barthelme focuses on M&A transactions in the interactive, marketing and technology markets, as well as B2B media and information services.

Page 31: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

Recent Transactions

JEGI - The Leader in Media, Marketing & Technology M&A

150 East 52nd Street, 18th Floor New York, NY 10022 212-754-0710 www.jegi.com

Wilma Jordan Founder & CEO [email protected]

Scott Peters Co-President

[email protected]

David Clark Managing Director [email protected]

Tolman Geffs Co-President

[email protected]

Contact Us to Discuss the Maketplace and Your Company’s M&A Strategy

Richard Mead Managing Director [email protected]

Chris Calton Managing Director [email protected]

Tom Pecht Managing Director [email protected]

Amir Akhavan Managing Director [email protected]

Bill Hitzig Chief Operating Officer

[email protected]

Adam Gross Chief Marketing Officer

[email protected]

Tom Creaser Executive Vice President

[email protected]

a leading social ecommerce platformand digital magazine in the shelter space

has receiveda signi�cant growth investment

from

may 2013

®

a leading provider of shoppingand shopper marketingsoftware and services

has receiveda signi�cant investment

from

may 2013

US restaurant and lodgingportfolio, comprising

FLORIDA RESTAURANT & LODGING SHOW, WESTERN

FOODSERVICE & HOSPITALITY EXPO and EXPO COMIDA LATINA

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to

august 2013

has been soldto

november 2013

a digital creative consultancy

has sold

to

december 2013

its fiduciary tax outsourcing business and licensed

related software

a leading creator, producer anddistributor of premium video content across digital media

has been soldto

april 2013

december 2013

a leading trade show organizer

has sold

and

to

a leading digital consultancy specializing in insights, content creation,

curation and audience development

has been soldto

june 2013

a subsidiary of

a full service competitiveadvertising tracking firm

a portfolio company of

has been soldto

october 2013

a leading operator of large, business-to-business tradeshows

has acquired

which was renamed

june 2013

expositions

for $950,000,000

october 2012

has sold

to

a portfolio company of

the leading provider of sales enablementand business intelligence SaaS solutions

&

august 2012

has been soldto

a global leader in digitalengagement specializing in

promotions and loyalty campaignsacross mobile, social and web

Sam Barthelme Director

[email protected]

29

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Notes

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Notes

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Notes

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Notes

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Page 36: Attendee Program Guide - JEGI · Scott Rosenberg, VP, Business Development, Content & Services, Roku legal update Robert Dickey, Partner, Morgan Lewis panel: content marketing value

The Jordan, Edmiston Group, Inc.150 East 52nd Street, 18th FloorNew York, NY 10022

Phone: 212.754.0710Fax: 212.754.0337Web: www.jegi.com