NVTC

CFO Series Event

March 4, 2016

Moderator
Joseph Greeves
Partner
Cordia Partners


Joseph (Joe) Greeves was one of the three original co-founders of Cordia Partners, a leading provider of business advisory, finance and accounting, and recruiting and staffing services in the Washington, D.C. metropolitan region. Greeves joined Cordia Partners on a full-time basis in April 2013 to lead the Cordia Search operations and to provide CFO consulting and advisory services to Cordia's clients primarily in the technology and professional services industries.

Prior to joining Cordia Partners, Greeves was the executive vice president and CFO of GeoEye Inc., an industry leading, publicly traded satellite imaging business, which he successfully sold for more than $1 billion in 2013. Prior to GeoEye, Greeves was the CFO of several publicly traded and venture-backed businesses including Managed Objects, OPNET Technologies, Fusion Systems, and ERC Environmental. He was also a CFO mentor and consultant for Lazard technology Partner's venture fund. His accomplishments include winning NVTC public company CFO of the year for the 2010 Greater Washington Technology CFO Awards, where he was invited to be a judge in 2011, 2012 and 2013. He began his career as an audit supervisor with Touche Ross & co. (now Deloitte).



Ron Eliasek
Managing Director
Technology/Media/Telecom Investment Banking
Global Head of Software & Enterprise
Bank of America Merrill Lynch


Ron Eliasek is a Managing Director in Bank of America Merrill Lynch's Technology, Media and Telecom Investment Banking Group and serves as the firm's Global Head of Software. Eliasek has served in the industry for nearly 20 years and has completed transactions with many of the leading global companies and private equity firms in the technology sector.

Selected merger and acquisition transactions include advising Permira in its $5.3 billion acquisition of Informatica; Vista Equity Partners in its $4.2 billion acquisition of Tibco Software; IBM in the $2.1 billion sale of its X86 server business to Lenovo; TPG in its $3.5 billion acquisition of Ellucian; CD-adapco in its $970 million sale to Siemens; Infor in its $675 million acquisition of GT Nexus; Attachmate in its $2.3 billion sale to Micro Focus; iPipeline in its sale to Thoma Bravo; Syncsort in its sale to Clearlake Capital; Hellman & Friedman in its $1.8 billion acquisition of Kronos; Permira in its more than $1 billion acquisition of Teamviewer; Apax Partners in its $2 billion acquisition of Epicor Software; Dealersocket in its sale to Vista Equity Partners; NCR in its $1.6 billion acquisition of Digital Insight; Vista Equity Partners in its $1 billion acquisition of Active Network; NCR in its $820 million PIPE from Blackstone; PTC in its $225 million acquisition of Servigistics; WHI Solutions in its sale to eBay; Hellman & Friedman in its $1.1 billion acquisition of Renaissance Learning; Attachmate in its $2.2 billion acquisition of Novell; Workscape in its sale to ADP; Datatel in its $600 million sale to Hellman & Friedman; and Exstream Software in its $700 illion sale to H-P.

In addition, Eliasek has completed equity or debt transactions with Microsoft, Citrix, Red Hat, Splunk, ServiceNow, EMC, Adobe, Oracle, IBM, SAP, Infor, Intuit, IDC, SunGard, Misys, Ellucian, Blackboard, CA Technologies, NCR, Autodesk, MYOB Software, Alliance Data Systems, Blackbaud, H-P, Cisco, Dell, BMC, Salesforce.com, VMware, SuccessFactors, Fiserv, Open Text, Paylocity, Alarm.com, Advent Software and Inovalon, among others.

Eliasek most recently served as global head of yechnology investment banking at RBC Capital Markets. He previously worked at Wells Fargo Securities and headed its Software and Systems Investment Banking Group for more than a decade. Prior to that, Eliasek worked in Citi's Investment Banking Division in New York, and as an engineer in General Electric's Aerospace division.

Eliasek has a B.S. in mechanical engineering from the University of Virginia and an M.S. in mechanical engineering from Rensselaer Polytechnic Institute. He is also a CFA charterholder.



Julius Genachowski
Managing Director and Partner
The Carlyle Group


Julius Genachowski is a managing director and partner at The Carlyle Group, focusing on acquisitions and investments in global technology, media and telecom. Previously, Genachowski served as chairman of the U.S. Federal Communications Commission from 2009-2013. He is credited with transforming the FCC to focus on 21st century opportunities and challenges, pursuing major initiatives to free up spectrum for wireless communication, extend broadband connectivity, preserve an open internet, and promote competition. He also extended the FCC's international engagement, visiting more than 20 countries, leading U.S. delegations and working on agreements involving global Internet policy, technology, spectrum, national security, cybersecurity and privacy. During his tenure, the FCC was named the most improved agency in federal government, and one of Wired's "Top 7 Disruptions".

Prior to the FCC, Genachowski worked for more than a decade in the private sector. He helped Barry Diller build IAC/InterActiveCorp, which owned and operated Internet and media businesses including Expedia, Ticketmaster and USA Network. As IAC chief of business operations, Business Week named him one of 25 "managers to watch" in the media sector. He was also a senior advisor at General Atlantic.

Genachowski taught a joint class at Harvard Business School and Law School, and he was a senior fellow at the Aspen Institute. He was a law clerk to Supreme Court Justice David H. Souter, and graduated with highest honors from Columbia College and Harvard Law School, serving on the Harvard Law Review with President Barack Obama, whom he has long been an advisor on technology. He has also worked on the Congressional Select Committee on the Iran-Contra Affair, and for Senator (then Representative) Charles Schumer.

Genachowski serves on the Boards of Directors of AsiaSat, MasterCard, Sonos, Sprint and Syniverse. He also serves on the President's Intelligence Advisory Board. He is the son of immigrants, and, at President Obama's request, led the U.S. delegation to the 65th Anniversary of the liberation of Auschwitz.



Donna Harris
Cofounder & Co-CEO
1776


Donna Harris is a four-time entrepreneur, cofounder of 1776 and frequent speaker on entrepreneurship, startup community building, and economic development. She is also an active angel investor as a cofounder of K Street Capital. Prior to 1776, Donna served as the Managing Director at the Startup America Partnership, where she focused on accelerating the formation of vibrant entrepreneurial ecosystems across the United States and connecting the communities into a national startup ecosystem.

Prior to joining Startup America, Donna was Vice Chair of Interpoint Group, a government markets, government relations, and public affairs strategy and management firm, which generated nearly $8 billion in revenue while passing or defeating legislation, and executed public affairs campaigns for corporations, non-profits, foundations, and governments globally. She was also previously Founder and CEO of Kinderstreet, which sold SaaS solutions in the education, sports, and recreation markets. She was also Vice President of Strategic Planning, Marketing, and Product Management for Centromine, a provider of web-based clinical and fiscal systems in the Health and Human Services industry.

Donna is a Member of the Global Entrepreneurship Network Board of Directors, a Board Member of the National Center for Entrepreneurship and Innovation, and an Entrepreneur-in-Residence at Georgetown University. She holds a bachelor's degree from Central Michigan University and MBA from The University of Michigan Ross School of Business.