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Expert Resource Connection Committee
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Ed Belove
Walnut Venture Associates
ed@belove.com
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Ed focuses on technology and business development consultant for greenhouse and start-up companies. Previously, he held a series of executive positions in technology and product development for Ziff Davis Interactive (responsible for Interchange Online Service), Lotus Development (Agenda, Improv, Magellan, multimedia products), Microcom (email software, intelligent modems, MNP protocol) and Data General Corporation (operating systems, networking and systems architecture). Ed has a AB in Applied Mathematics from Harvard.
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Charlie Cameron
Founder/Managing Director
Hub Angel Investment Group
8 Kenwood St.
Cambridge, MA 02139
617-497-2252
charlie@hubangels.com
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Charlie has consulted to companies, international organizations and governments in 20 countries, addressing a broad range of management issues. He is a founder of the Top Line Group, where he leverages his operational, consulting and entrepreneurial experience, to move clients from vision to implementation; from theory to practice. Clients range from start-ups to divisions of Fortune 500 companies. He is also founder and managing director of the Hub Angel Investment Group, LLC. The 25-member group has reviewed more than 400 companies and made 12 investments for a total of $10 million.
In addition, he mentors companies in MIT’s $50,000 business plan competition. He is an frequent panels in Boston’s venturing community, works with the Swiss House (Swiss Science and Technology Consulate), is a participant in the New England Venture Capital Advisory Group, and is a member of the steering committee for Emerging Women Entrepreneurs of The Commonwealth Institute. Earlier, Charlie was founder of and principal in Cameron Associates, a management-consulting firm that he ran for over a decade.
Charlie has participated in workshops and spoken at international conferences in North America, Europe, Asia and Africa. His comments have appeared in the “Boston Business Journal”, "Mass High Tech Journal", "World Economic Forum", “l’agefi” (Swiss journal of finance and technology), "Science" and the “Boston Globe”. He has authored chapters on costing (Harvard University) and published articles on use of cost-effectiveness analyses to improve management of healthcare systems.
Charlie has an MPH, Harvard University; an MBA, Sloan School, Massachusetts Institute of Technology and a BA, University of Massachusetts.
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Joe Caruso
The Bantam
Group
caruso@bantamgroup.com
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For the last 15 years Joe has served as mentor, coach, and personal advisor to CEO’s and entrepreneurs, dealing with issues of strategy, leadership, team building, venture capital, joint ventures, deal structure, exit strategies, and issues of personal growth. In recent years, he has served as investor and active director with numerous companies both public and private.
Joe has served as interim CEO for companies in need of strategic change; has served as personal advisor to numerous company presidents; has initiated and negotiated to successful conclusion scores of financial transactions; and has served as mediator in resolving intense conflict situations.
Joe is a Director and active investor in Boston MicroMachines, Metrisa, Inc., MicroE Systems, and TimeBlaster. He is a principal in Walnut Ventures Associates, a member of CommonAngels, and a Managing Partner of Brookwood Partners, all investment groups for early stage companies.
Joe is president and a member of the board (New England Chapter) of the National Association of Corporate Directors, a member of the advisory board for the Boston University Photonics Center, an arbitrator for the American Arbitration Association, and a trustee of the Quant Funds a small mutual fund complex.
A graduate of Northeastern University (BSEE with honors) and the Harvard Business School (MBA), Joe has also attended Suffolk Law School. Joe has previously served on the board at several companies, including ACT Medical, Inc., and Coffee Connection. Earlier in his career, Joe worked at Teradyne and Autex, Inc., and was CEO at Cyborg Corporation, a venture-funded company that was a pioneer in the use of PC’s in laboratory and factory automation.
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Richard D’Amore
Northbridge Ventures
950 Winter Street, Suite 4600
Waltham, MA 02451
781-290-0004
rad@nbvp.com
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Rich D'Amore has been a General Partner of the firm since inception. From 1982 until starting North Bridge, Rich was in the venture business. Prior to 1982 Rich worked as a consultant at Bain and Company and as a certified public accountant with Arthur Young and Company.
Mr. D'Amore's venture investing is targeted at the software industry. He has focused his investment activity in the Northeast since establishing Hambro's office there in 1982. Rich's investments have been split between early-stage projects and special situations. Virtually all have been active projects, including structuring initial transactions and assuming a board seat.
Rich's investments include Corporate Software, MECA Software, Xionics Document Technologies, Veeco Instruments, Solectron, MathSoft, European Software Publishing, Silver Stream Software, and SolidWorks Corporation (now Dassault Systemes).
Rich is a graduate of Northeastern University (summa cum laude), 1975, and the Harvard University Graduate School of Business Administration (Baker Scholar), 1980.
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Liam Donohue
Arcadia
Management, LLC
One Washington Mall, 8th Floor
Boston, MA 02108
(617) 226-2600
Ldonohue@arcadiapartners.com
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Mr. Donohue is a founding partner of Arcadia. He is currently a director of Knowledge Impact, AdvanceWork International and Access Worldwide; Chairman of Business Intelligence Advisors and an observer at Health Dialog. He is also on the Board of Advisors of Dartmouth’s Tuck Center for Private Equity.
Prior to founding Arcadia, Mr. Donohue was a Principal of Foster Management Company, a private equity firm specializing in consolidating fragmented service industries undergoing structural change. At Foster Management, Mr. Donohue was responsible for all aspects of the investment process, including: selecting attractive industries and niches in which to invest; identifying, courting and valuing acquisition candidates; structuring and negotiating transactions; developing and executing strategies for portfolio companies; building management teams; and coordinating exits from investments. Beginning in 1996, Mr. Donohue developed and executed a strategy to exploit the significant changes reshaping the outsourced marketing services industry through the creation of Access Worldwide, which went public in 1997.
Mr. Donohue received a Master in Business Administration Degree from Dartmouth’s Amos Tuck School of Business Administration. At Tuck, Mr. Donohue received the Julia Stell Award for academic and community achievement. Mr. Donohue received a Bachelor of Science Degree in Chemistry from Georgetown University, where he was a four-year John Carroll Scholar.
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Maureen Ellenberger
Entrepreneur-in-Residence
299 Simon Willard Road
Concord, MA 01742
978-369-1345
melle@bellatlantic.net
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Maureen brings over 25
years of experience in the design and development of business software
and applications as well as extensive work in the strategic and
IT consulting space. In recent years, she has focused on creating
and managing companies from startup, acquisition and rapid growth.
Beginning in September 1997, her primary focus was on the successful
creation and management of Eggrock Partners. As CEO and president,
she grew the company from an idea to a profitable $14 million systems
integration and business solutions firm focused on emerging enterprise
and mid market clients. Eggrock worked with clients across a variety
of industries with a key focus on complex e-business opportunities.
Eggrock was acquired in April, 2000 by Breakaway Solutions, its
principal competitor. After the acquisition, Maureen became the
Chief People Officer and Chief Operations Officer of the company.
Prior to founding Eggrock
Partners, Maureen worked for Cambridge Technology Partners. She
held several key executive roles at CTP including Group Manager
for the Southeast Region as well as management of the Innovations
group, responsible for deployment of both technical and business
knowledge and components across the enterprise for CTP. Previously,
Maureen worked for both software vendors and industry development
organizations beginning her career at Bell Laboratories in 1978.
She has held key roles in the area of sales, marketing and customer
service in the software industry working with clients, partners
and management teams from both large and small companies.
More recently, Maureen has
been the CEO of a venture backed IT infrastructure and services
management firm and worked as a consultant to CEOs of venture backed
startups, providing both managerial and operations support as well
as funding and sales strategy assistance. She is active in several
non-profit organizations including the Concord Museum Executive
Board, President of the Middlesex Parents' Association and The Commonwealth
Institute Entrepreneurial CEO Advisory Board. Maureen is also a
member of the Aim Triathalon team and participated in her first
competition in August, 2004.
She is currently working
at Battery Ventures as an Entrepreneur-in-Residence investigating
opportunities in the Services marketplace.
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Kathy Elliott
197 8th Street, #410
Charlestown, MA 02129
617-242-5458
Kathleen.elliott@comcast.net
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Along
with Connie Duckworth and Sharon Whiteley, Kathy is the author of
the newly published "how to" book for aspiring entrepreneurs
entitled The Old Girls' Network: Insider Advice for Women Building
Businesses in a Man's World (Basic Books, August 2003).
Kathy is
a Board Member of the Technology Capital Network at M.I.T., a non-profit
organization that matches entrepreneurs with investors and provides
educational forums for entrepreneurs. She is a Forum Committee member
for Springboard/New England, a venture capital conference for women
entrepreneurs, and a Steering Committee member of the Commonwealth
Institute's Emerging Women Entrepreneurs Program, an innovative
program that helps women entrepreneurs launch high tech companies.
Ms. Elliott
was formerly a Director and Senior Vice President of David L. Babson
& Co., Inc., a leading investment counsel firm specializing
in the management of institutional pension assets and mutual funds.
As Director of Research, she was responsible for the oversight of
the equity research efforts of the firm. David L. Babson was acquired
by MassMutual in 1995. Kathy received a Bachelor of Science degree
with honors in Economics from Northeastern University, her MBA from
Boston University, and the Chartered Financial Analyst (CFA) designation.
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April Evans
Monitor
Clipper Partners, Inc.
2 Canal Park, 4th Floor
Cambridge, MA 02141
617-252-2173
april_evans@monitor.com
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April Evans joined Advanced Technology Ventures in 1995, bringing more than 20 years of experience in finance, management and operations to her role as CFO. She directs ATV's administrative, financial and treasury operations; advises portfolio companies on financial concerns; and contributes to the due diligence phase of ATV's evaluation period with potential portfolio companies.
April has been an Assistant Professor at the Simmons College Graduate School of Management. Prior to joining ATV, April was a Founding Partner with the accounting firm Squillace & Evans. She has also held management and operations positions with BBK, Falcon Partners Management, Harvard Student Agencies, PricewaterhouseCoopers, and in the Harvard Medical School teaching hospital system. April is a CPA, and has earned an MBA from Simmons College, two masters degrees from Boston University and a BA from Duke University.
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Jacqueline Franklin
Routes2Market,
Inc.
617-966-4416
jfranklin@routes2market.com
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Jacqueline is a technology industry veteran with over 19 years experience in a variety of sales and marketing capacities. Jacqueline founded Routes2Market to provide strategic sales and marketing talent, proven methodologies, and pragmatic advise and counsel to technology companies faced with declining margins, customer acquisition and/or shareholder value. Prior to Routes2Market, Jacqueline was CEO of Meridian Technology Marketing, a strategic marketing consulting firm acquired by Omnicom.
Jacqueline’s passion and differentiation lies in her experiences developing new business and channels of distribution. She is no stranger to rolling up her sleeves to get the job done. Jacqueline was VP Marketing at Habama, an Internet software start-up and spent nine years at Lotus development. At Lotus, Jacqueline drove over $100M in revenue through multi-national distribution partners, Ingram Micro and Tech Data. During her tenure at Lotus, she also led a product marketing team and Lotus’ first channel marketing organization.
Early in her career, Jacqueline also “carried a bag” for Data General selling mini-computers to engineers and the financial services industry. She has an MBA from California State University and a BA degree from Michigan State University.
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Jim Geisman
Marketshare
Wayland, MA
508-647-0330
jimg@softwarepricing.com
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Jim Geisman is president of Marketshare, Inc. a consulting firm located in Wayland, Massachusetts that assists technology clients realize greater value from the products they sell and the professionals that sell them. Marketshare helps its clients manage discounts, communicate ROI value and create value-based pricing. Since 1982, Marketshare has worked with more than 200 clients from North America, Europe and Japan.
Geisman has been a co-founder, director, advisor and mentor to early stage companies and has helped raise more than $25M for various ventures. Jim helped BrookTrout Technologies and MicroTouch Systems raise their seed round. A semiconductor capital equipment company that he co-founded was sold to Balzers. A company he advised on transactions led to their acquisition by Network Appliance. He also serves on the board and as an advisor to several early stage technology companies and has consulted with more than 100 early stage ventures.
Geisman was the editor of Software Success, a newsletter for software company CEOs. He was on the Executive Committee of the MIT Enterprise Forum and chaired the Forum's Start-Up Clinic from 1992 - 2002. He is on the Board of the Harvard Business School Association of Boston and on the Steering Committee of eMerging Women Entrepreneurs. Jim is on the Board of the Professional Pricing Society. He is a frequent speaker at national and international events and is an acknowledged expert in software price setting and deal negotiations. He is widely published in national and international business and trade publications. His presentations include entrepreneurship, pricing, marketing, and doing business in Japan.
Jim was the first director of marketing at Apollo Computer, the first successful workstation company. He also worked at the company that developed the ARPANET (the pre-cursor to the Internet) and did the original network testing when there were four nodes. Geisman holds BS and MS degrees in Electrical Engineering from Tufts University and an MBA from Harvard Business School.
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Aileen Gorman
Executive Director
The
Commonwealth Institute
10 High Street, Suite 1002, Boston, MA 02110
617-859-0080
agorman@commonwealthinstitute.org
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Aileen Gorman has more than twenty-five years experience in communications, investor relations and public affairs. Since 1999, she has been Executive Director of The Commonwealth Institute - a not for profit organization whose mission is to help women entrepreneurs and CEOs build successful companies.
Previously she served as a senior executive for The Stop & Shop Companies and Bradlees, where she designed financial communications strategies, investor presentations and collateral materials for such events as Initial Public Offerings and rating agency presentations and has traveled domestically and internationally to orchestrate analyst/ investor/ management forums. She also specialized in crisis communication and managed investor, customer and media reactions to a range of explosive issues including product tampering, contagious diseases, downsizing, the sale and closure of operating divisions, a hostile takeover attempt and a leveraged buyout.
Earlier in her career, Ms. Gorman was the national spokesperson for Anheuser-Busch Inc., a founding Director of the Food Safety Council, a public/private partnership in Washington D.C., and Executive Director of the National Consumers Congress, a nationwide lobbying organization. She is a past Trustee of Boston University Medical Center Hospital, the Massachusetts Taxpayers Foundation, the South Boston Neighborhood House and is currently on the Executive Committee of the St. Francis House - the largest day shelter in Boston.
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Tom Grant
Applied
Technology
tom-grant@apptec.com
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Tom Grant is an early stage venture investor and
business adviser. He has been doing early stage venture investing
since 1987. He is founder and Managing Partner of Protos, LLC (
www.protosllc.com
), an early stage venture investment fund. He serves as General
Partner for Applied Technology, an early stage venture investment
fund headquartered in Lexington, MA and with offices in Austin,
TX and Menlo Park, CA. Tom is currently a member of the Board of
Directors of several private corporations including E Ink Corporation
(Cambridge, MA), and Nexus EnergyGuide (Wellesley, MA). He is Chairman
of ThingMagic ( www.thingmagic.com
), a Cambridge, MA based design and prototyping firm specializing
in embedded computing and communication technologies.
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Karin A. Gregory
Principal
Dover
Medical Ventures LLC
75 Federal Street, 9th Floor
Boston, MA 02110
617-912-5123
karin@dovermedicalventures.com
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Ms. Gregory is the founder of Dover Medical Ventures and has over 20 years within the healthcare industry and 5 years of venture capital experience. Most recently she was Vice President and Head Healthcare Investing at MTDC. There, Ms. Gregory took responsibility for 13 investments, eight of which she sourced and brought to the MTDC investment committee for a first time investment. Of these thirteen companies, eight were in the medical technology sector.
Ms. Gregory is active in a number of relevant industry and professional organizations, including MassMEDIC, a medical device industry trade association. Additionally, Ms. Gregory serves on the board of the MIT Enterprise Forum of Cambridge, on its 10 250 committee; as a member of the steering committee for Springboard, a venture capital forum, and as Co-Chair of its screening committee; as a member of The Commonwealth Institute’s emerging women’s program; as Vice Chairman of the board of the Franklin Pierce Law Center and a member of the Investment Committee; and as a member of the Boston Club and its membership committee.
She is an adjunct faculty member of the Boston University School of Public Health and is frequently a guest speaker at many venture capital-related events throughout the New England area. She also co-founded eMedicus, Inc., a commercial Institutional Review Board that serves the needs of commercial sponsors and physician networks engaged in oncology clinical trials.
Ms. Gregory holds a B.A. degree from Wells College in Biochemistry, an M.P.H. from Boston University in Health Services, and a J.D. degree from Franklin Pierce Law Center, as well as a certificate in Advanced Licensing. Ms. Gregory has taken a number of executive education courses, and is licensed to practice law in Massachusetts.
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Myra Hart
MBA Class of 1961 Professor of Management
Co-Chair Entrepreneurship and Service Management Faculty
Harvard
Business School
362 Baker - Soldiers Field Road
Cambridge, MA 02163
(617) 495-6904
mhart@hbs.edu
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Myra Hart's research and teaching focus on entrepreneurship -- particularly the founding of high potential new ventures. She has developed two MBA courses, Starting New Ventures (with Marco Iansiti) and Women Building Business (with Lynda Applegate). She also created two Executive Education programs, The Entrepreneur's Tool Kit and Women Leading Business: An Executive Forum, short programs intended to update entrepreneurs and senior executives in the latest management research being developed at the school. She is currently developing Charting Your Course: Working Options, a program for HBS alumnae.
Hart is a member of the Diana Group, a research team of five professors investigating women entrepreneurs' access to capital. She also serves as the faculty director of the Marjorie Alfus/Committee of 200 Case Writing Initiative - a program created in 1998 to increase the availability of quality teaching materials featuring women as key decision makers. She has been recognized by Harvard Business School with the Apgar Award for innovation in teaching and the Greenhill Award for faculty leadership.
Her interest in entrepreneurship comes from personal experience. In 1985, she joined Tom Stemberg as one of the four founding officers of Staples, the Office Superstore. She served as the company's Vice President of Operations at its founding and, in 1987, took over as Group Vice President of Growth and Development with responsibility for the company's geographic and business expansion.
Professor Hart is is Chair of the Center for Women's Business Research and serves on the advisory boards of Womenfuture and SpringBoard New England. She is a Trustee of Cornell University where she serves on the Academic Affairs and Campus Life, Investment, Research, Tenure, and Development Committees as well as the University Council and the President's Council of Cornell Women. She is a director of eCornell and has served on Harvard University's Advisory Council on Shareholder Responsibility and the Executive Committee of the Entrepreneurship Division of the Academy of Management.
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Stephanie Khurana
Director
Surebridge,
Inc.
14 Magnolia Avenue
Newton , MA 012458
617-821-6554
khurana@comcast.net
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Stephanie
Khurana is a Director, Co-Founder and former CEO (1997 – 2002) of
Surebridge, Inc and is presently with Axxon Capital as an Entrepreneur
in Residence. Surebridge is a pioneer in providing outsourced business
applications to mid-market companies. Started in 1997, Surebridge
has a strong service focus with hundreds of customers worldwide.
While Khurana was CEO, the firm grew to 170 professionals and $25M
in revenue. During this time, she spearheaded raising over $40M
in venture capital in three rounds of financing from Spectrum Equity,
Providence Equity, Goldman Sachs, Thomas H. Lee, Axxon Capital,
the Berkshire Group and Compaq. Computerworld selected Surebridge
as one of the top 100 companies to watch in 2002, and is recognized
as one of the Top 10 application service providers by industry analysts
such as IDC, Giga, and Gartner.
Prior
to Surebridge, Ms. Khurana was Vice President of Client Relations
for Vectis Corporation, an early stage company which develops clinical
information systems for physicians. She was also a founding member
of Cambridge Technology Partners ("CTP"), a systems integration
firm, where she created the firm's healthcare and insurance vertical
market which represented forty percent of the firm's revenue by
1993 when the firm completed its IPO. Ms. Khurana has a background
in operations and strong experience in sales, marketing and finance.
Ms.
Khurana received a B.S. in Applied Economics from Cornell University
, an M.B.A. from the Harvard Business School where she received
second year honors, and a M.P.P. from Harvard's Kennedy School of
Government. Ms. Khurana serves on the Cornell Advisory Board for
Dean of Students and the President's Council of Cornell Women. She
is on the Board of MIT's Technology Capital Network, and also advises
entrepreneurs through the Commonwealth Institute's E-merging Business
Steering Committee. Ms. Khurana received a “Top 40 under 40” award
from the Boston Business Journal in 1999 and was selected 44th among
the Top 100 Woman-Led businesses in Massachusetts in a study by
Babson College and The Commonwealth Institute.
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Carrie McIndoe
Principal
Strategic
Capital Resources
535 Boylston Street, 2nd Floor
Boston, MA 02116
617-338-5515
mcindoe@strategic-capital.com
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Carrie J. McIndoe is President of Strategic Capital Resources, Inc. a strategic planning and consulting firm that assists early stage companies in obtaining equity financing. As an expert in venture financing she has an expertise in business plan analysis, due diligence and in the private placement of syndicated investment products. She has ten years of experience at NYSE/NASD firms including Kidder, Peabody & Co., Inc., and Beacon Hill Capital.
In 1990, Ms. McIndoe focused her efforts on raising capital from private investors for emerging growth companies, which led to her successful assistance in the early funding of companies including Blockbuster Video franchises, Boston Chicken (Boston Market), Marathon Technologies and Boston Duck Tours.
Ms. McIndoe is a graduate of Boston University and Harvard University Extension School. She was the Alumni Award winner for Distinguished Service to the Profession in 1996 and won the Henry Morgan Award from the Entrepreneurial Management Institute for outstanding performance and founding Business Plan BootCamp in 2001.
Ms. McIndoe heads the BU Metropolitan College Alumni Association Scholarship Committee and serves on the Business Advisory Board of Skidmore College. She has played a key role or volunteered in a number of organizations over the years supporting women and minority entrepreneurs such The Commonwealth Institute, The Center for Women and Enterprise and CWEL (Council for Women's Entrepreneurship and Leadership).
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Stefania Nappi
CEO
PreferredTime
26 Isabella
Street, Suite 9
Boston, MA
02116
781-899-6653
stefania.nappi@preferredtime.com
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Stefania
Nappi is a serial entrepreneur focused on both early-stage (under
$500K revenue) and mezzanine ($10M+ revenue) companies. As an
operating executive, she most recently was President of a $55M
transportation logistics firm; under her leadership, National
Logistics Management became profitable for the first time in 4
years. As a strategic advisor or director, Stefania has helped
numerous companies raise funding, reposition and renew themselves,
or be acquired.
Prior to
National Logistics, Stefania was CEO of TaskMail, an Arab-Israeli-US
venture into email-enabled collaboration that, at her recommendation,
was shut down when that proved wisest. She came into that position
from her role as CEO and co-founder (with Glen Urban, then Dean
of MIT's Sloan School ) of InSite Marketing Technology, a pioneer
in virtual shopping advisors. InSite was successfully sold to
Silknet Software in 1999 and to Kana Communications in 2000.
Stefania
was COO at IntraNet, vaulting it to market dominance in electronic
funds transfer – a position it still holds a decade after her
departure. Stefania was also Principal Consultant at Symmetrix,
a business reengineering firm focused on the technology / business
interface.
Stefania
has held senior product marketing and product management roles
at Henco Software and at Software Research, and has led sales,
engineering, and support groups at DEC and GEISCO. She received
B.S. and M.S. degrees in computer science from MIT.
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Betsy Nietsch
73 Washington Street
Newburyport, MA 01950
bnietsch@yahoo.com
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Betsy Nietsch is Vice President and Chief Information
Officer at the Copyright Clearance Center, Inc. in Danvers, Massachusetts
which is the largest licenser of text reproduction rights in the
world. Prior to joining Copyright Clearance Center, Betsy has held
various positions in Information Technology Management at Medtronic
and Timberland. In addition to fourteen years in IT, she has over
ten years in software product development and was President of Exeter
Software Ltd.
Betsy is on the Board of Advisors for CIOGlobal. She is a graduate
of Smith College, Phi Beta Kappa. She attended Babson College as
an MBA candidate. She is currently studying at the Suffolk University,
Sawyer School of Management.
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Ed Roberts
David Sarnoff Professor of the Management of Technology
MIT
Sloan School of Management
50 Memorial Drive E52-535
Cambridge, MA 02142
617-253-4934
eroberts@mit.edu
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The ultimate expert on entrepreneurial endeavors, Edward Roberts has literally written the book on high-tech business impressarios. His "Entrepreneurs in High Technology: Lessons from MIT and Beyond" (Oxford University Press, 1991) won the Association of American Publishers Award for Outstanding Book in Business and Management.
Additionally, Roberts is Founder and Chair of the MIT Entrepreneurship Center. Earlier Professor Roberts had co-founded and directed for nearly two decades the mid-career MIT Management of Technology Program, and has chaired for over thirty years the Sloan School's teaching and research endeavors conducted by the current MIT Management of Technological Innovation and Entrepreneurship Group. Beyond his continuing work on high-tech startups, Roberts' research interests include major aspects of entrepreneurial approaches by existing companies, including internal ventures, corporate venture capital, and alliances between larger and emerging technology enterprises.
When he's not occupied with his MIT responsibilities, he is actively involved as a co-founder, board member, and angel investor in many high-tech startups.
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Karen A. Roche
President
LogicaCMG, Inc.
32 Hartwell Avenue
Lexington, MA 02421
617-476-8203
karen.roche@logicacmg.com
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Karen is an IT industry veteran with over 25 years of experience in building revenue and client relationships for both small and large high tech companies. As a general manager at several companies, she has had extensive experience in market positioning, sales, software product development and establishing partners alliances. Her experience includes forming and expanding business with international resellers and clients.
Karen is President of the Financial Services Division of LogicaCMG North America Inc. LogicaCMG is a 40+ year old UK based IT services and solutions company with over 27,000 employees worldwide. The company specializes in solutions integration, software products, application and business process outsourcing. Prior to this she was President of Business Solutions and Consulting at Getronics Wang where she led the software and professional services business. Karen's responsibilities included the development of strategy and software for the company's internet banking and call center products. Prior to Getronics Wang, she was Executive Vice President of Logica's Financial Service Division where she led the firm's nine software product groups and its systems integration business. Her previous experience includes business development and sales. She has traveled extensively and lived in Greece for two years. Karen began her career as a software engineer.
Karen is a graduate of Boston University School of Management.
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June Rokoff
Vice Chair
The
Commonwealth Institute
10 High Street, Suite 1002, Boston, MA 02110
781 237-2489
jrokoff@attbi.com
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June Rokoff is a management consultant specializing
in coaching high-technology management and the former Senior Vice
President of Lotus' Worldwide Services Group. At Lotus, she had
worldwide responsibility for the company's service functions and
businesses, including consulting services, education and training,
and the Lotus Institute. She had served as General Manager of Lotus'
Workstation Products Group and General Manager of Lotus 1-2-3 Release
3. June had joined Lotus when it acquired Isys Corp., where she
was COO. She has served on many public and non-profit boards, including
The Partnership and the New England Chapter of the National Association
of Corporate Directors.
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Rob Rosen
Managing Partner
Lincoln
Peak Partners
Suite 6, One Cranberry Hill
Lexington, MA 02421
617-848-1502
rrosen@lincolnpeak.com
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With 30 years of IT experience and 20 years as an entrepreneur, Rob Rosen has a unique combination of business, IT strategy, and IT technology skills. Rob received a BA in Economics with Honors from Swarthmore College in 1978 and an MBA with a specialization in IT and Finance from the University of Chicago in 1980.
Rob joined American Management Systems (AMS) as a systems analyst in 1980, then left in 1981 to co-found Resource Control Systems. There Rob created the Solver, a technology that he sold to Lotus Development Corporation for over $8 million in 1986. Rob received two patents, one for the Solver technology and one for an innovative user interface technique that mapped familiar keystroke sequences into graphical user interface gestures.
In 1991 Rob co-founded Vertigo Development Group where he developed a unique technology that was used by Intuit to create components of the first two CD-ROM versions of Quicken as well as by many others. As CEO of Vertigo, Rob raised $20 million in venture financing and grew the revenues of the business from zero to approximately $5 million a year. In 1998 Rob co-founded and was CEO of Event Zero, an IT services company focused on startups and financial services organizations. From April 1998 to March 2001 he built Event Zero from 4 to close to 200 employees, opened offices in Boston and New York, grew revenues from $500,000 in 1998 to $13.1 million in 2000 and raised $33.75 million in two rounds of venture financing.
As a Managing Partner at Lincoln Peak Partners, Rob helps business use IT to meet business challenges, specifically; IT architectures and implementations, technology due diligence, IT audits/GAP analysis and roadmaps, software product definition and positioning.
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Everett Shorey
Shorey
Consulting, Inc.
222 Berkeley Street
Boston, MA 02116
617-850-6760
eshorey@shoreyconsulting.com
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Clyde Everett Shorey, who prefers to go by Everett, the Founder and President of Shorey Consulting, Inc., grew up in Chicago and Washington D.C. In 1969 he graduated from Sidwell Friends School in Washington. He then went to Yale University, where he majored in Philosophy, followed by the Harvard Business School. Upon graduating from business school, Mr. Shorey worked at Arthur D. Little, an international consulting firm with an office in Cambridge, Mass.
After 17 years, Mr. Shorey left for a small, Boston based consulting firm, Corporate Decisions, Inc., (CDI). After just over a year of work with CDI, Mr. Shorey decided to start his own consulting firm. On June 1, 1996, Shorey Consulting was born in a small office in Harvard Square, Cambridge, Mass. In 1998, Shorey Consulting created a strategic partnership with Fletcher Spaght, Inc., a slightly larger (but still small) strategy and marketing consulting firm. Together Shorey Consulting and Fletcher Spaght cooperate on many projects.
In the summer of 2001, Mr. Shorey, Linda Kanner and Rob Rosen formed The Orchard Group to serve as advisors to emerging businesses. He has also co-founded Independent Directors, LLC to serve as qualified independent directors for public companies.
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Heather M. Stone
Partner
Edwards Angell
Palmer & Dodge LLP
111 Huntington Avenue
Boston, MA 02199
617-951-3331
hstone@eapdlaw.com
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Heather focuses
on private equity and venture capital, and is Chair of Edwards Angell
Palmer & Dodge's Fund Formation practice group. She has over
13 years of experience in a range of domestic and cross-border corporate
and securities transactions and fund formation work. Heather has
represented many private equity firms, as well as many growth-oriented
software, emerging technology and media companies in all stages
of development, from start-ups to multi-national public companies.
In 2001, Heather was voted by Digital Industry as the "Best
General Lawyer for a High-Tech Firm", and has been designated
a "Super Lawyer" by Law & Politics and Boston
Magazine .
Notable Experience
- Heather has advised private equity fund managers and investment
advisors on a broad range of capital formation, buyout/separation,
internal governance and portfolio investment matters.
- She has represented private and public companies in buy and
sell-side acquisition engagements.
Heather has also represented
issuers, underwriters and placement agents in public and private
equity and debt financings.
Recent Speaking Engagements and Publications
Heather is an active lecturer on private equity, corporate finance
and mergers and acquisitions topics, and has had articles on these
topics published in American Venture , Women's Business
and other notable publications. She is frequently quoted in
such publications as The Boston Business Journal , The
Deal , Entrepreneur , Mergers & Acquisitions
, Private Equity International and the Venture
Capital Journal . Heather frequently teaches for the
Kauffman Fellows Program, as well as at Duke University 's Fuqua
School of Business, in Babson College 's MBA program and at the
Massachusetts Institute of Technology's Sloan School of Business.
Some of Heather's recent
speaking engagements and publications include:
• "Women
in Technology: Opening Doors to Enterprise," panelist,
Venture Capital and Entrepreneurship Conference, Cambridge University
Technology and Enterprise Club, London, UK, December 2005.
• "Evaluate
Deal on Terms, not Valuation," Women's Business, December 2005.
• "Venture
Capital Investment Terms in the United States," Cross-Continent
Master of Business Administration, Fuqua School of Business at Duke
University, Durham, NC, November 2005.
• "The IPO:
Legal Theory and Practice," Innovative Businesses and
New Technologies, Massachusetts Institute of Technology Sloan School
of Business, Cambridge, MA, November 2005.
• "The Ins
and Outs of Running a Public Company," Innovative Businesses
and New Technologies, Massachusetts Institute of Technology Sloan
School of Business, Cambridge, MA, November 2005.
• "Convergence
Play," The Deal, October 17-23, 2005 (quoted).
• "De-Mystifying
Control Issues in Venture Capital Term Sheets," co-author,
American Venture, October 1, 2005.
• "The Venture
Capital Term Sheet," Master of Business Administration, Fuqua
School of Business at Duke University, Durham, NC, September 2005.
• "Venture
Investment Process," WE Master of Business Administration,
Fuqua School of Business at Duke University , Durham , NC , August
2005.
• "The 2005
Report on Canadian Private Equity," Private Equity International,
June 1, 2005 (quoted).
• "A Matter
of Trust: Selecting A Corporate Attorney," Mass High
Tech, May 16, 2005 (quoted).
• "Take Flight,"
Entrepreneur Magazine, May 6, 2005 (quoted).
• "Growing
Use of Syndicates Stirs VC Investment Tension," The Boston
Business Journal, May 6, 2005 (quoted).
• "Local
VC Firms Relearning the Value of Staying Small," The Boston
Business Journal, April 15, 2005 (quoted).
• "Several
Local VCs To Raise New Funds," The Boston Business Journal,
April 15, 2005 (quoted).
• "More Mergers
of Buyout Firms on the Horizon," Mergers & Acquisitions,
April 1, 2005 (quoted).
• "LP vs.
GP 2005," moderator, Women's Association of Venture and Equity,
Boston , MA , April 2005.
• "What's
in an IPO?," Innovative Businesses and New Technologies, Massachusetts
Institute of Technology Sloan School of Business, Cambridge, MA,
April 2005.
• "What A
CEO and CFO Needs to Know When Running a Public Company," Innovative
Businesses and New Technologies, Massachusetts Institute of Technology
Sloan School of Business, Cambridge, MA, April 2005.
• "The In's
and Out's of Venture Capital Finance Terms," Massachusetts
Continuing Legal Education, Boston , MA , March 2005.
• "Succession
Planning Gains Importance," Venture Capital Journal, March
1, 2005 (quoted).
Before Edwards Angell Palmer & Dodge
Prior to joining Edwards
Angell Palmer & Dodge, Heather was a partner at Testa, Hurwitz
& Thibeault in Boston . While in law school, Heather was the
Articles Editor and the Chairman of the Selection Committee for
the Duke Journal of Comparative & International Law .
Besides Edwards Angell Palmer & Dodge
Heather is a board or advisory committee member of several non-profit
groups and for-profit companies, including The Commonwealth Institute,
an organization that helps women entrepreneurs and CEO's grow their
businesses through peer-to-peer mentoring and other programs, and
The Kelly Packowski MS Foundation, which focuses on awareness, education
and assistance for people suffering from multiple sclerosis. Heather
is also a member of the Boston Athenæum, one of the oldest and
most distinguished independent libraries in the United States
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Charlotte Walker
The
Seed Fund
37 Brimmer Street, Unit #1
Boston, MA 02109
617-742-7471
charlotte@theseedfund.com
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Ms. Walker
has over 15 years of executive management experience in technology
and financial services companies. She is the Founder of The Seed
Fund, a venture capital company, where she served as interim Chief
Executive Officer for PayVest, Inc., a spin-out from Federated Investors,
Inc., and on the board of directors and Chief Operating Officer
of MOCA Systems, Inc.
Prior to The Seed Fund,
Ms. Walker was Chairman and CEO of Sanctuary Woods, a multimedia
software company that she restructured, and Chairman and CEO of
Martin Simpson & Company, Inc., a NYSE and NASD member firm
specializing in research and investment management. Earlier Ms.
Walker was a top ranked investment analyst, focused on the Computer
Software and Data Services industry. She has developed financing,
merger, acquisition and divestiture strategies for a broad range
of companies from early stage to later stage, including public entities
such as Affliated Computer Systems, Inc., Ceridian Corporation and
First Financial Management, to name a few.
Previously Ms. Walker
was a Principal at Alex, Brown & Co., Inc. and Managing Director
of Bear Stearns & Co., Inc. She has held positions as a securities
analyst at L.F. rothschild, unterberg, Towbin, Wood Gundy Corporation
and County NatWest Securities and as a computer software engineer
for General Electric Information Services Company (GEISCO). She
holds a BS degree from the University of Virginia.
Ms. Walker is currently
on the Board of Advisors of Infratab, Inc. and UC How, Inc. She
is a member of the Boston Club and the MIT Enterprise Forum. She
also serves on the steering committee for emerging companies at
the Commonwealth Institute.
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