NVTC

Private Equity Event

October 27, 2010

Todd McDonald
SVP
Comerica


Todd McDonald is senior vice president and regional managing director for Comerica Bank's Technology and Life Science Division based in Reston, Va. McDonald is responsible for developing new business as well as managing and growing banking relationships to venture-backed companies in the Mid-Atlantic and the Southeast. He co-led the opening and growth of the Reston office in 1998 for Imperial Bank, which was acquired by Comerica Bank in 2001.

Prior to joining Comerica Bank, McDonald was assistant vice president with the Bank of Tokyo Mitsubishi in corporate banking in Washington, D.C. Earlier in his career, McDonald was assistant vice president with NationsBank in commercial banking after completing a comprehensive two-year commercial banking training program.

McDonald holds a Bachelor of Science degree in finance from the University of Maryland and an MBA in finance from San Diego State University. He has served as a board advisory member for Deloitte's Technology Venture Center and Mindshare, which is an exclusive forum in the Washington, D.C. area designed to help emerging companies and their CEOs build successful businesses. McDonald has also been a selection committee member for multiple years for the Mid Atlantic Venture Association's Capital Connection Venture Conference, and a venture banking guest speaker at the University of Maryland and the University of Virginia.



Moderator
Charlie Katz
Morrison & Foerster


Charlie Katz is the co-chair of Morrison & Foerster's Emerging Company Venture Capital practice and advises emerging growth and technology companies. On transactional work, Katz offers deep knowledge on mergers and acquisitions, private equity and venture capital transactions, divestitures, recapitalizations and restructurings, debt and equity financings and securities offerings, leveraged and management buyouts, joint ventures and strategic investments. In these transactions, he has represented the full range of parties, including bidders, targets, private equity groups, management teams, public companies, private companies, private investors, investment banks and financing sources. He has been involved in all phases of these transactions, including initial planning, structuring, negotiation, implementation and advice.

Katz has worked on transactions across a variety of industries, including technology, government contracts, education, manufacturing, communications and other regulated businesses. He has experience in both domestic and international transactions, including the representation of parties in cross-border transactions and with multinational investors.

Clients look to Katz on a broad range of corporate and securities and business-related matters, including directors' duties and responsibilities and other aspects of corporate governance and disclosure issues. He also has experience with transactions, financings, and corporate governance issues in financially distressed and bankruptcy situations.

Katz is active in the Mid-Atlantic Venture Association, where he has served as co-chair of the Coaching Committee and as a member of the Steering Committee.

Katz has been recommended as a leading corporate lawyer by Chambers USA for the past four years.



Henry O'Connor
GM
ORIX


Henry O'Connor is a managing director for ORIX Venture Finance and heads its Washington D.C. office. He has 14 years of transactional experience, and has raised more than $18 billion in debt and equity capital for large and small public and private companies.

Prior to joining ORIX, O'Connor worked at BIA Capital Strategies, an investment banking boutique, where he focused on private debt and equity capital financings for companies serving the media and telecommunications industries.

Before BIA Capital, he worked in the media investment banking group of CIBC World Markets, and has also worked in media and telecommunications investment banking for Bank of America Securities and Salomon Smith Barney.

Prior to his investment banking career, O'Connor was an attorney, most recently with Latham and Watkins, where he specialized in the structuring and financing of leveraged buyouts, and media and telecom mergers and acquisitions. During his banking career, O'Connor has raised public and private capital for companies ranging in size from publicly traded, diversified entertainment companies to private, family-owned businesses.

O'Connor received his law degree from the University of Pennsylvania and his B.A., with distinction, from Cornell University.



Sean Stone
SVP
SVB


Sean Stone is a senior vice president in the Mid-Atlantic office of Silicon Valley Bank. Stone has more than 20 years of experience in working with both traditional and online financial services companies. He joined SVB from Capital Advisors Group, a registered investment advisor with more than $8 billion in assets, where he served as vice president of business development for the Southeast and Southwest regions.

Prior to Capital Advisors Group, he was the vice president of business development for Financial Passport, Inc., an online financial services firm that was acquired by Ameritrade in 2001. Stone earned an MBA from Georgetown University and a B.A. in economics from the College of William and Mary. He currently holds securities licenses 7, 65 and 66 and has completed an executive education program at the University of Pennsylvania's Wharton School on Investment Management.



Alan Tom
Director, Technology, Media & Telecommunications
CapitalSource


Alan Tom is a director in the technology and communications finance group at CapitalSource with a focus on providing cash flow financing to middle-market focused private equity sponsors in support of their buyouts, recapitalizations and refinancings in the sector. The Technology & Communications portfolio represents about $500 million in commitments across 26 borrower relationships. Since joining CapitalSource in 2001, Tom has led 37 financings with total commitments exceeding $850 million.

Prior to joining CapitalSource, Tom worked in the real estate fund within The Carlyle Group. While at The Carlyle Group, Tom assisted in managing and monetizing a $492 million portfolio of telecommunications infrastructure, commercial and light industrial real estate investments. Prior to The Carlyle Group, Tom worked for Coopers & Lybrand in its transaction services group. While at Coopers, he advised both financial and strategic buyers on strategic, financial, operational and accounting issues related to their acquisitions.