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Strata SKI-PE 2020

SKI-PE 2020

February 3–5, 2020
Snowbird Cliff Lodge
9320 Cliff Lodge Dr, Snowbird, UT 84092

Please join us in Snowbird, Utah for the 2020 Strata Fund Solutions Annual Ski-PE event. This exclusive, proprietary event offers professional networking, CPE/CLE credit, back office topics, world class skiing and more. Be a part of this unique opportunity to learn from key industry contacts, build invaluable connections and enjoy some of the best skiing Utah has to offer.

Ski-PE participants are responsible for their hotel accommodations and travel. Funding for all other expenses associated with Ski-PE has generously been provided by the following sponsors:

  • Mike Loughton

    Manager of Business Development

    Strata Fund Solutions

    Mr. Loughton joined Strata Fund Solutions in February 2019 in Business Development. Prior to Strata he was a member and Managing Partner of Pulteney Street Capital Management, LLC where he started in 2013. Prior to Pulteney he spent twelve years with Praesideo Management, LLC. At Pulteney and Praesideo, Mr. Loughton sourced, evaluated and managed hedge fund investments within various fund families over a twenty-year period. Mr. Loughton began his career with the IBM Corporation in their software group. He holds a BS in Finance and an MBA from the Huntsman School of Business at Utah State University and was the recipient of the Hewlett Packard/John Young Assistantship.

  • Kelsey Chase

    Founder/COO

    Aumni

    Prior to co-founding Aumni, Kelsey began his career as a startup/VC attorney for Wilson Sonsini and DLA Piper where he represented entrepreneurs and investors in capital financing transactions.

  • Francois Hechinger

    Partner

    BDO

    Francois is the West Region Venture Capital & Private Equity Tax Practice Leader and a tax partner in BDO’s San Francisco office. Francois has more than 25 years of public accounting experience, eight years of which have been focused exclusively on serving private equity and venture capital funds.

    He consults a variety of different alternative investment funds on tax compliance and consulting and well as implications for portfolio investment acquisitions and dispositions. Francois counsels investment funds on structuring, day-to-day operations and overall tax planning. He also specializes in providing customized tax services to high net worth individuals.

    Francois joined BDO after several years with a national accounting firm and is a regular contributor to local and national media, such as CNNfn, MarketWatch and The San Francisco Examiner regarding individual tax issues.

  • Scott Orn

    COO

    Kruze Consulting

    Scott runs Operations at Kruze Consulting, a fast-growing Startup CFO Consulting firm that works with over 160 startup clients. Kruze is based in San Francisco with clients in the Bay Area, Los Angeles and New York. In addition to his Operations responsibilities, Scott runs the Venture Debt Consulting practice at Kruze. In his spare time, Scott publishes the Founders & Friends Podcast, which interviews Startup CEO’s, Investors and Other Service Providers in the Startup Ecosystem (https://www.kruzeconsulting.com/founders_and_friends).

    Before Kruze Consulting, Scott was a Partner at Lighthouse Capital, a private debt fund that lends to startups. In addition, Scott ran Community Products at Callisto Media.

    Scott still manages his portfolio on behalf of Lighthouse. Some of his high-profile deals include Angie’s List, Elance, J Hilburn, Serena & Lily, ZestCash and Zoosk. He’s led 20+ deals and invested over $100M+ with $0 losses and a mid-teen’s % IRR.

    In his spare time, Scott co-founded Ben’s Friends, an Internet patient support community for people with rare diseases. Ben’s Friends is a 501C3 non-profit and has become one of the largest rare disease support communities on the Internet with 120,000 uniques last month (a 20% increase month over month). Both LinkedIn and Google have made sizable grants in the last two months to help Ben’s Friends continue to grow.

    Prior to joining Lighthouse, Scott spent three years in Technology Mergers & Acquisitions at Hambrecht & Quist which was later acquired by JPMorgan Chase.

    Scott has an MBA from Kellogg, and an undergraduate business degree from CAL Berkeley. He also has a CFA and has passed the Series 7.

  • Richard Lee

    Director of Finance

    Cynosure

    Richard Lee joined Cynosure in 2016 and currently leads the firm’s finance department. Richard is responsible for the accounting and financial reporting of Cynosure and its fund entities, and is also involved with the firm’s operations.

    Prior to joining Cynosure, Richard worked as a tax professional at Jones Simkins, LLC, a regional accounting firm based in Northern Utah. Richard’s work focused primarily on tax planning and compliance for privately-held mid-sized businesses and their owners. Richard served clients across a variety of industries, including professional services, manufacturing, retail, and consumer products.

    Richard received a B.A. in Accounting and a Master of Accountancy from Utah State University’s Jon M. Huntsman School of Business. He is a licensed Certified Public Accountant in the State of Utah.

  • Louis Citron

    Chief Administrative Officer & Chief Legal Officer

    NEA

    Louis joined NEA in 2001 and is responsible for day-to-day legal issues as they pertain to NEA’s investments, partnerships, operations and regulatory compliance in the U.S. and abroad. He is also responsible for structuring and implementing new strategic initiatives for the firm. Prior to joining NEA, Louis was a Senior Vice President and General Counsel of ING Group N.V.’s United States mutual fund operations, which he joined at its inception and helped grow to over 20 fund offerings with more than $1.5 billion under management.

    Louis started his career in the financial services practice of the law firm Kramer Levin Naftalis & Frankel in New York City, specializing in venture capital operating companies, domestic and off-shore hedge funds, mutual funds, closed-end funds, investment advisers and broker-dealers. Louis served on the Board of Directors of Deutsche Bank’s Topiary Funds as well as the Conflicts Advisory Board of the off-shore hedge funds managed by Deutsche Asset Management’s Absolute Return Strategies Group. He earned an AB in Economics from Duke University (magna cum laude), a JD from Duke University School of Law, and an LLM in taxation from New York University School of Law.

  • Alex Soffe

    Administrative Partner & CFO

    Kickstart Seed Fund

    Alex has been working with Kickstart since 2009 when he joined vSpring Capital (now Signal Peak Ventures). While at vSpring, he split time between Kickstart and vSpring. During his time at Kickstart he has led out on a variety of fund related matters including fund accounting, compliance, fundraising support, and financial reporting. In addition to all back office functions, Alex also assists with due diligence, board representation, and all other investment related activities. Alex currently sits or observes on the boards of Estify, Idaciti, Reaction Data, Suralink, Janiis, MarketDial, and Teal Drones.

    Prior to Kickstart and vSpring, Alex worked for Ernst & Young in their Assurance & Advisory Business Services group in Salt Lake City for five years. During his tenure there, he worked with a variety of public companies, start-up companies, venture capital funds, and private equity funds. Alex helped advise clients on financial statement reporting and internal control related issues, Sarbanes-Oxley compliance, SEC reporting, and various accounting and auditing related matters.

    Alex received both a Masters of Professional Accountancy and a B.S. in Accounting, magna cum laude, from the University of Utah. Alex is currently a licensed CPA in the state of Utah.

  • Karin Orsic

    Partner, Investment Funds

    Kirkland & Ellis LLP

    Karin Orsic, a partner in the Investment Funds Group, focuses her practice on structuring, forming and advising private investment funds covering a broad range of strategies, including leveraged buyout funds, distressed investment funds, growth equity funds, venture capital funds and funds of funds.

    In addition to spearheading their fund formation transactions, Karin also counsels her fund sponsor clients on various operational and firm management issues. She routinely assists clients in implementing management, executive compensation and succession planning arrangements and counsels such clients on a wide variety of deal-structuring and regulatory compliance matters. Karin has also guided clients through various extraordinary events such as key person events, executive separation arrangements, conflict resolutions and spin-outs of private equity executives and teams from more established firms.

    Karin also represents select investors in their fund investments, co-investments and secondary transactions.

    Karin is a founding partner of Kirkland & Ellis LLP’s San Francisco office. She relocated from Kirkland’s Chicago office, where she began her legal career.

    REPRESENTATIVE MATTERS

    • Representation of OpenGateCapital, in the formation of its $585 million OpenGateCapital Partners II & II-A, LP.
    • Representation of Marlin Equity Partners in a strategic minority investment in its business by Blackstone’s Strategic Capital Group.
    • Representation of Marlin Equity Partners in the formation of its latest $2.5 Billion flagship fund, Marlin Equity V, L.P., and latest $750 Million small cap fund, Marlin Heritage II, L.P., as well as predecessor funds Marlin Equity IV, L.P., Marlin Equity III, L.P., Marlin Equity II, L.P. and Marlin Heritage, L.P.
    • Representation of the former members of the Silver Lake middle market team in the formation of their first stand-alone private equity fund, Sumeru Equity Partners Fund L.P.
    • Representation of Swander Pace Capital in the formation of various private equity funds.
    • Representation of Bertram Capital in the formation of various private equity funds.
    • Representation of Vicente Capital Partners in the formation of Vicente Capital Partners Growth Equity Fund, L.P. and related entities
    • Representation of Vicente Capital Partners in spin-out from former firm, Kline Hawkes & Co.

    • Numerous representations of Northern Trust’s funds of funds as an investor in various venture capital and private equity funds.
    • Numerous representations of General Motors Investment Management Corporation as investors in various venture capital and private equity funds.
    • Representation of Marlin Equity Partners in the formation of its first Europe-focused fund, Marlin Heritage Europe, L.P.
    • Representation of Gryphon Investors in closing of $2.1 billion Gryphon Partners V, L.P., as well as predecessor funds $1.1 Billion Gryphon Partners IV, L.P., Gryphon Partners 3.5, L.P., Gryphon Partners III, L.P. and various other vehicles.
    • Representation of Golden Gate Capital in the formation of its evergreen fund, Golden Gate Capital Opportunity Fund, L.P., and subsequent capital raises through follow-on series of such fund.
    • Representation of FTVCapital in the formation of FTVV, L.P. and predecessor fund FTVIV, L.P.

    RECOGNITION

    • Recognized in The Legal 500 U.S.for Private Equity Funds, 2015, 2017–2018
    • Listed in Who’s Who Legalfor Private Funds, 2017–2019

    ADMISSIONS & QUALIFICATIONS

    • 1995, Illinois
    • 2004, California

    LANGUAGES

    • English
    • Croatian

    EDUCATION

    • Harvard Law School, J.D., 1995
    • University of Chicago, A.B., 1991
    • with Honors
    • Phi Beta Kappa
  • Louis Taptelis

    Partner

    Deloitte

    Louis is a partner in Deloitte’s investment management practice. He has spent the past 15 years practicing taxation in the partnership and individual space. He exclusively serves private investment funds, fund-of-fund complexes, investment management companies, and the managing partners of fund complexes. He has worked extensively with firms who hold international portfolio investments and firms who have a significant base of foreign investors. Louis has experience in both domestic tax consulting and compliance.

    Professional Affiliations

    • M.S. Taxation, Golden Gate University
    • B.S., Commerce, Santa Clara University
    • Certified Public Accountant, licensed in California
    • Member of American Institute of Certified Public Accountants
  • Michael Barba

    Managing Director of National Security Compliance

    BDO

    Michael Barba leads BDO’s National Security Compliance Practice. He has led engagement teams in a variety of cases involving the Committee on Foreign Investment in the United States (CFUIS), as an independent and neutral third-party auditor, monitor, escrow agent and appointed Security Officer. Mr. Barba’s CFIUS experience in the telecommunications, financial services, aerospace and defense, and biometric industries; providing risk assessments and monitoring compliance obligations. His responsibilities span the life-cycle of CFIUS filings, from pre-filing preparation to evaluation of mitigation terms. Additionally, Mr. Barba has assisted clients in Foreign Ownership and Controlling Influence (FOCI) matters in preparation for DSS assessments. Mr. Barba has years of experience analyzing National Security Agreements, Letters of Assurance, and Interim Orders/Orders of Divestiture, and has developed customized work plans approved by the U.S. Government to meet the mitigation requirements. His extensive experience in technology, network security, cyber related investigations and physical security provide essential perspective for identifying solutions through the review of network and physical infrastructures.

  • Jay Monson

    Partner

    Deloitte

    Jay is a Partner in the Investment Management practice with more than 13 years professional experience. He has substantial experience with accounting, valuation, and financial reporting matters related to investment companies and investment advisers. Jay has extensive experience serving registered mutual funds and registered investment advisers. He has also served numerous hedge funds, private equity funds, and alternative funds. He also has experience performing SSAE 18 (SOC 1) examinations for investment advisers, transfer agents, and broker-dealers. In addition, he has provided GIPS attestation services on performance returns for investment advisers.

    Jay has spoken and presented to many different industry groups regarding accounting and valuation matters related to investments and derivatives.

    Clients served include Pacific Life, Capital Group, DoubleLine Capital LP, PAAMCO, and Rimrock Capital Management LLC.

    CERTIFICATION
    CPA (licensed in state of California) – expires 11/30/2020

    EDUCATION
    Brigham Young University, Master of Accountancy, BS Accounting

  • Todd Cipperman

    Managing Principal

    Cipperman Compliance Services

    Todd Cipperman, Esq. is the founding principal of Cipperman Compliance Services, a leading provider of compliance outsourcing services. He has over 25 years of experience in the investment management and financial services industries, including serving as General Counsel of a large asset manager and fund administrator and working in private practice on Wall Street. He is the author of the widely-read “Our Take” Regulatory Alerts, which provide daily updates on important industry developments. He is a graduate of the University of Pennsylvania Law School and Cornell University.

  • Jeffrey Collins

    Supervisory Special Agent

    FBI

    Supervisory Special Agent Jeffrey Collins oversees the FBI’s Salt Lake City Cyber Task Force. He was the primary investigator of the Mariposa botnet, which caused approximately a billion dollars in worldwide damages. He has traveled to 40 countries and trained foreign law enforcement and prosecutors on cyber investigative matters. In addition to his cyber work, Collins was a SWAT team operator for four years. He is the recipient of the Hawaii Law Enforcement Officer of the Year, Microsoft Global Hero, and the FBI Director’s awards.

  • Kevin Bettsteller

    Partner, Investment Management

    Kirkland & Ellis LLP

    Kevin Bettstelleris a partner in the Investment Management practice group of the Corporate department, where he focuses his practice on the representation of financial services companies, such as investment advisers, investment companies (including open-and closed-end funds and their independent directors), private investment funds, business development companies and broker-dealers. Kevin has significant experience advising clients on a wide variety of fund-related matters, including the structuring, formation, offering and operation of registered and exempt funds, agreements with service providers, transactional matters, general securities law matters and other ongoing compliance, regulatory and governance matters. He also has significant experience advising clients on issues arising under the Investment Company Act of 1940, such as those related to investment company status, affiliated transactions, senior securities, fair valuation and the investment advisory and distribution agreement approval process.

    PRIOR EXPERIENCE

    • K&LGates LLP
    • Associate, 2006-2010

    ADMISSIONS & QUALIFICATIONS
    2006, Illinois
    2017, California

    EDUCATION
    University of Michigan Law School, J.D., 2006
    Michigan Telecommunications and Technology Law Review, Associate Editor
    University of Michigan, B.A., Economics and German, 2002 with honors

  • Steve Yoo

    Partner, Investment Funds Group

    Kirkland & Ellis LLP

    Steve Yoois a partner in Kirkland’s Investment Funds Group, where he focuses on the structuring and formation of private investment funds. Steve also counsels fund sponsors on regulatory compliance and internal economic and governance matters, including minority sale transactions, restructurings and employee hires and departures, as well as fund-related aspects of M&A transactions, such as tax structuring, co-investment arrangements and alternative investment structures.

    REPRESENTATIVE MATTERS
    Fund formations and related matters for clients including:

    • American Discovery Capital
    • Arrowroot Capital
    • Aurora Capital Partners
    • Ball Ventures
    • Baird Capital
    • Center Rock Capital Partners
    • Centerline Capital
    • Clearlake Capital Group
    • Energy Capital Partners
    • Francisco Partners
    • HGGC
    • HighBarPartners
    • K1Investment Management
    • LightBayCapital
    • Lotus Innovations
    • Lovell Minnick Partners
    • PG Impact Investments
    • SolamereCapital
    • TerravinaManagement
    • Windjammer Capital Investors

    PRIOR EXPERIENCE

    • Cooley LLP, San Francisco
    • Partners Group AG, Switzerland

    EDUCATION
    New York University School of Law, LL.M., Taxation, 2009
    University of California at Los Angeles, School of Law, J.D., 2008
    University of California at Berkeley, B.A., English, 2004

    ADMISSIONS & QUALIFICATIONS
    2009, California
    2010, New York

  • Taylor Jackson

    Principal

    Scalar

    Taylor Jackson is responsible for performing the firm’s valuation and transaction advisory engagements. Taylor has fulfilled on and managed more than 1,000 valuation engagements that include venture capital and private equity portfolios, mergers and acquisitions, raising capital, deferred compensation, financial reporting, estate and tax planning, shareholder disputes, and SBA 7(a) loans. Taylor has performed valuations and provided support for multiple companies that have successfully completed Initial Public Offerings. Taylor came to Scalar with previous experience in the venture capital and asset management industries. Taylor holds a B.S. in Finance from Brigham Young University. He is also a Certified Valuation Analyst (CVA) and a member of the National Association of Certified Valuators and Analysts.

    Valuation Experience:

    • Venture capital and private equity portfolio valuation for compliance with ASC 820
    • Purchase price allocations for compliance with ASC 805
    • Deferred compensation valuation for compliance with IRC 409A and ASC 718
    • Fairness opinion
    • Gift and estate tax planning for IRS Form 8283

    Select Client Engagements:

    • Perform quarterly valuations for a publicly traded private equity fund with over $200M of capital invested
    • Performed more than 50 engagements for venture capital and private equity funds with over $200M of capital invested
    • Performed calculation consulting for a $20B private equity fund that included several positions in multi-billion-dollar companies
    • Provided valuation services for 3 biotech companies and 1 multi-billion-dollar software technology company through their IPO filing processes
    • Valued a $1B cloud management software company for the purpose of a potential spin-off

    Education:

    • B.S. in Finance from Brigham Young University
    • Certified Valuation Analyst (CVA)
  • Matt Tillotson

    Managing Partner

    Scalar

    Matt Tillotson oversees all valuation and transaction advisory engagements and manages a team of over 20 valuation professionals at Scalar. He has personally valued thousands of companies for tax, compliance, litigation, and estate planning purposes. These companies have ranged from pre-revenue startups to pre-IPO and public entities across various industries. Matt has served as a valuation expert witness for bankruptcy and corporate litigation. He has performed fund valuations for private and public PE funds. Matt graduated cum laude with a degree in finance from the Marriott School of Management at Brigham Young University and he was the recipient of the 2015 National Association of Certified Valuators and Analysts 40 Under 40 award

    Valuation Experience:

    • Private equity portfolio valuation for compliance with ASC 820
    • Deferred compensation valuation for compliance with IRC 409A and ASC 718
    • Purchase price allocation for compliance with ASC 805
    • Goodwill Impairment (ASC 350) / Intangible Asset Impairment (ASC 360)
    • Fairness and Solvency Opinions
    • Valuation consulting for contemplating potential transactions
    • Gift and estate tax planning valuation

    Select Client Engagements:

    • Performed 12 common stock valuations for a billion-dollar software company prior to its IPO
    • Valued over 30 portfolio companies of a VC fund for fair value reporting over 10 consecutive years
    • Completed an intangible asset impairment analysis for a $200 million publicly traded biotech company
    • Served as a valuation expert witness for a company bankruptcy
    • Provided a fairness opinion on an acquisition of a privately-held media company
    • Valued $1B skin company for the purposes of granting profit interests to employees

    Education:

    • B.S. in Finance from Brigham Young University
  • Zak Nugent

    CEO

    Scalar

    Zak Nugent is the Chief Executive Officer of Scalar and has been involved in all phases of the firm’s development since joining in 2009. He has overseen thousands engagements for tax and financial reporting, transaction advisory, and litigation consulting purposes. Zak has provided valuation consulting to management teams and boards of directors for deferred compensation, purchase price accounting, capital fundraising mergers and acquisitions, shareholder disputes, secondary transactions, equity buybacks, and succession planning. Zak currently sits on the board of directors for Excalibur Industries. Zak holds the Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuators and Analysts.

    Valuation Experience:

    • Private equity portfolio valuation for compliance with ASC 820
    • Deferred compensation valuation for compliance with IRC 409A and ASC 718
    • Purchase price allocation for compliance with ASC 805
    • Goodwill impairment (ASC 350) / intangible asset impairment (ASC 360)
    • Fairness Opinion
    • Solvency Opinion
    • Valuation consulting for mergers and acquisitions, and capital raising purposes
    • Entity conversion
    • Gift and estate tax planning valuation
    • Shareholder disputes

    Select Client Engagements:

    • Performed Fairness Opinion for a $250M merger between two publicly traded pharmaceutical companies
    • Valued $250M oil pipeline company for estate planning purposes
    • Valued $1B CPG company for deferred compensation purposes
    • Estimated the value of 39 portfolio companies for a multistage venture fund
    • Determined range of values for a $1B transportation company for the purpose of raising capital
    • Valued $185M Multifamily REIT for financial reporting purposes
    • Estimated the value of a $50M technology company in a shareholder dispute
    • Valued $70M technology company for converting from a C-corporation to an S-corporation

    Education:

    • B.S. in Economics from University of Utah
    • Certified Valuation Analyst (CVA)
  • Steve Franklin

    Assurance Partner, Asset Management Services

    BDO

    Steve is an audit partner in BDO’s Asset Management practice, where he serves as engagement leader for alternative investment fund managers. Steve has over 18 years of experience in public accounting and transaction advisory services in Boston, Paris, London, and San Francisco.

    Steve’s experience includes leading audit teams across a broad spectrum of public and private companies in the asset management industry, including investment advisors, venture capital funds, private equity funds, hedge funds, and mutual funds. Steve has also worked with several large corporate advisors. Many of his clients focused on the technology and consumer goods areas. Steve has worked with some of the largest and highest profile asset management companies in the country.

    Steve’s technical expertise includes ASC 820 (Fair Value), ASC 946 (Financial Statement – Investment companies), and ASC 810 (Consolidation). Steve has advised clients a variety of other technical topics including SEC examinations, capital allocations, fund structuring, and master/feeder accounting.

    Steve has a proven track record executing high quality audits in an efficient manner. He is passionate in managing and coaching his teams to provide excellent customer service and build long lasting relationships.

    PROFESSIONAL AFFILIATIONS
    American Institute of Certified Public Accountants

    EDUCATION
    B.S., Finance, Santa Clara University

  • Ben Vesely

    Tax Managing Director, International Tax Services

    BDO

    Ben has worked with BDO for over 10 years focusing on international tax planning, consulting and compliance within BDO’s International Tax Services Group. Ben has advised extensively on international tax matters, including structuring inbound and outbound investments for clients. He has also provided international tax support for mergers and acquisitions deals and tax due diligence projects. He has experience in many different areas of international taxation including cross-border financing, tax considerations of global expansion, supply chain planning and repatriation planning.

    Ben has extensive experience working with Private Equity, Alternative Investment and Venture Capital clients managed both in the US and abroad. He has assisted these clients with cross-border US tax considerations of portfolio investments based on their investment strategy and investor profile. He has also worked extensively with clients within the Technology industry on structuring their international operations.

    Ben is also a member of BDO’s UK-US Tax Desk focusing on cross-border tax issues that specifically arise between the US and UK. Ben has been integrally involved in BDO’s efforts around tax reform issues and communications within the firm on new tax reform provisions such as the transition tax, GILTI and FDII. Ben has also been extensively involved with assessment and analysis of the ASC 740 implications of the new provisions.

    PROFESSIONAL AFFILIATIONS
    State Bar of Texas, Tax Section
    American Bar Association, Tax Section

    EDUCATION
    LLM in Taxation, Northwestern University School of Law
    JD, Southern Methodist University
    BA, University of Colorado at Boulder

  • Cameron Greener

    Managing Director, Asset Management Practice

    BDO

    Cameron Greener is a managing director in BDO’s Asset Management Practice. He has almost 15 years of tax experience in the asset management industry serving hedge, private equity, and venture capital funds/fund of funds.

    Cam has extensive experience with a wide variety tax issues, such as complex securities transactions, corporate and partnership structuring, tax efficiency planning, complex multi-tier funds, complex allocation methods, foreign investment transactions, and Chapter 3 and 4 withholding issues. He also assists clientele with nuances and issues related to fund structuring.

    Prior to joining BDO, Cam spent eight years in the alternative investment tax department at Goldman Sachs, initially covering its largest hedge fund and ultimately, the entire private equity group at the firm. He managed the Goldman Sachs Asset Management – Alternative Investments Tax office in Salt Lake City from 2008 through 2016.

    Cam began his career in the tax department at JD Clark & Co., a full-service alternative investment fund administrator.

    PROFESSIONAL AFFILIATIONS
    American Institute of Certified Public Accountants

    EDUCATION
    B.S., Finance, Santa Clara University

  • Molly Bloom

    Inspirational Keynote Speaker, Entrepreneur, and Bestselling Author of Molly’s Game (which was adapted for Oscar nominated film)

    Molly Bloom is an inspirational keynote speaker, entrepreneur, and bestselling author of Molly’s Game. She is best known for her memoir, Molly’s Game, which was adapted into an award-winning film of the same name by Aaron Sorkin. Bloom’s memoir chronicles her journey from college student to LA waitress to building and operating the largest and most notorious private poker game in the world. Her games featured hundreds of millions of dollars and players like Leonardo DiCaprio, Tobey Maguire, A-Rod, and Ben Affleck.

    Bloom began her career as a world-class skier. While training as a pre-teen she was diagnosed with severe scoliosis and had to undergo surgery that the doctors said would end her athletic career. A year later, fully recovered, she was back on the slopes. She later joined the U.S. Ski Team and at 21 years old was ranked No. 3 in North America in moguls, but her Olympic dreams would go unrealized as she left the team to pursue other projects. This led her to what she thought would be a year sabbatical in LA.

    Bloom was finishing her degree in Political Science from the University of Colorado – Boulder, and was in the process of applying to top tier Law Schools, when her assistant job turned her into an accidental entrepreneur, running one of the most exclusive, high-stakes underground poker games in the world, pulling in as much as $4 million per year. What happened next is where her story truly begins.

    The film Molly’s Game, written and directed by Aaron Sorkin, stars Jessica Chastain (as Molly), Idris Elba, Kevin Costner, Michael Cera, Brian d’Arcy James, and Chris O’Dowd. Bloom has appeared on numerous shows and in media outlets such as Ellen, Vice, The Los Angeles Times, NPR, Vulture, and has been asked to speak at Fortune’s Most Powerful Women, for companies like Blackrock Financial, SiriusXM Radio, and delivered the 2018 commencement speech at Colorado State University.

  • Michael Brice

    Founder & President

    BW Cyber Services

    Michael Brice is the Founder and President of BW Cyber Services – a boutique consulting firm founded in 2016 that provides security compliance and related cybersecurity forensic solutions for asset managers and related financial services organizations. Michael has more than 30 years providing technology, security, and related cybersecurity consulting solutions for multiple industries, including deep commercial experience in the financial services industry as well as classified government operations.

    After graduating from college in 1987, he served as an officer in the US Marine Corps where he received specialized training by the National Security Agency in Signals Intelligence. During his tenure in the Marine Corps he served over seven months in Saudi Arabi and Kuwait during the First Gulf War. Upon departure from the military, he has held executive positions leading IT strategy, security, and related enterprise software services for blue chip consultancies and publicly traded corporations including: Principal at Booz-Allen, Partner at Unisys Corp, Sr. Director at Infor, and Chief Information Officer at the Industrial Distribution Group, Inc. As the co-founder of BW Cyber Services, Michael has led cyber-consulting and related forensic investigative services to multiple NFA & SEC Members (to include family offices) that span from the emerging manager to one of the largest hedge funds in the world.

    Michael is an avid outdoorsman and private pilot. He also actively supports various public speaking events related to cybersecurity – with a focus on the tools and techniques utilized by criminal to successfully effect wire transfer frauds against high wealth asset managers, family offices, and investors.

  • Kimball Parker

    CEO

    SixFifty, a Wilson Sonsini Company

    Kimball Dean Parker is the founder and CEO of SixFifty, the software subsidiary of the law firm Wilson Sonsini Goodrich & Rosati. SixFifty works with Wilson Sonsini’s lawyers to automate and simplify the law. SixFifty’s first product, called SixFifty Privacy, is an automated turnkey solution the California Consumer Privacy Act.

    Kimball is also the Director of LawX, the legal design lab at BYU Law School. Last year at LawX, Kimball and his students developed and publicly released SoloSuit, an automated tool to help people answer a debt collection complaint. This year, Kimball and his students developed an automated tool to help people avoid being evicted, called Hello Landlord. And next year, LawX will develop an automated product to help people filing for asylum.

    In 2016, Kimball received a Fastcase 50 award, “honoring the law’s smartest, most courageous innovators, techies, visionaries, and leaders.” Kimball was also honored as a “2019 Legal Rebel” by the American Bar Association.

    Talk Summary: In 2018, the European Union enacted the GDPR, a landmark privacy regulation. California soon followed suit with its own privacy law. Other states and countries are looking at similar laws. How can companies navigate this evolving landscape?