Wednesday, June 14, 2017
Conference: 12:00PM – 6:00PM | Reception: 6:00PM – 8:00PM
Westin Waterfront | 425 Summer St | Boston
ABOUT THE CONFERENCE
The Boston Bar’s inaugural Venture Capital and Private Equity Conference is an opportunity for members of Boston’s legal and business communities to gather for networking and discussions around key topics and trends at the intersection of capital investments and the law.
This half-day conference will cover a range of topics from the essentials of fund formation and term sheet negotiations, to more advanced discussions surrounding regulatory developments and recent trends in deal terms. Panelists will offer insights into challenges and opportunities ahead within the current fundraising environment and discuss best practices for attorneys to employ in their practice.
Scott C. Butera serves as commissioner of the Arena Football League, where he oversees all league operations for team franchises located in major markets in the United States, including Washington, D.C., Los Angeles, and Philadelphia. Prior to his time with the AFL, Butera held several positions in the lodging, gaming, real estate, media, and entertainment industries, including serving as president and CEO of Foxwoods Resort Casino, CEO of Tropicana Entertainment, COO of the Cosmopolitan Resort and Casino, and president, COO, and executive vice president of Trump Entertainment Resorts, Inc. His financial background includes two decades in investment banking with UBS Investment Bank, Credit Suisse First Boston, Smith Barney, and Bear Stearns & Co. He began his career as an accountant in the financial services practice of Coopers & Lybrand in New York.
Butera earned a B.A. in economics from Trinity. He went on to earn an M.A. and an M.B.A. from New York University’s Leonard N. Stern School of Business. He also has been a member of Trinity’s Board of Fellows. Butera is a member of the Information Services and Facilities Subcommittee and the Comprehensive Campaign Subcommittee.
Scott C. Butera
Commissioner of the Arena Football League
Basics of a Series A Term Sheet
Whether working with seasoned investors or first-time entrepreneurs, understanding the long term impacts of your client’s first financing is a way to add immediate value. Companies must weigh the importance not only of financial terms, but also of how corporate governance issues may affect its ultimate success.
Moderator – Jenna Ventorino, WilmerHale
Julie McCann, Associate Counsel, Battery Ventures
Brandon Middleton Pratt, Goodwin
COMMITTEE MEMBER LIAISON: Stephen Fox
Nuts & Bolts of Fund Formation
A discussion on the core considerations involved in forming a private equity fund. The panel will discuss typical fund structures, non-traditional fund structures, principal legal documents, regulatory considerations, investor issues, and recent trends in private equity formation.
Gerald Kehoe, Morgan Lewis
Adi Herzberg, Credit Suisse Asset Management
Jeremy Naylor, Cooley
Mohan Thomas, Ares Energy Investment Funds
COMMITTEE MEMBER LIAISON: Shaun R. Getchell
Recent Developments in Regulatory Landscape for Early Stage Financing
This panel will discuss the ramifications on companies and investors in early stage funding rounds of recent regulatory changes, such as the changes to Regulation D, Rule 506(b) and (c), Regulation A, and Regulation CF.
Moderator – Joe Daniels, McCarter & English
John Hancock, Foley Hoag
David Feinberg, Feinberg Hanson
Ed Pease, WilmerHale
COMMITTEE MEMBER LIAISON: Ben Hron, McCarter & English
Recent Developments in Laws Governing PE Funds (tax, legal, regulatory, etc.)
Lizette Perez-Deisboeck, Battery Ventures
Al Browne, Cooley
Andy Bentley, PwC
COMMITTEE MEMBER LIAISON: Nicole Peppe, Cooley
Recent Trends in Deal Terms and their Impact on Financial VC’s, Corporate VC’s, and Venture Philanthropy
- Financial VC’s, Corporate VC’s and Venture Philanthropy VC’s: How do they differ as to investment goals, structure of investments and level of interaction with portfolio companies
- Recent Trends in VC Deal Terms/Investment Environment and impact on the 3 types of VC’s
Moderator – Stephen Brook, Burns & Levinson LLP
David Aronoff, Flybridge Capital Partners
Dina Ciarimboli, Third Rock Ventures
Christopher de Souza , Broadview Ventures
Alex de Winter, GE Ventures
COMMITTEE MEMBER LIAISON: Andy Merken, Burns & Levinson
Recent Trends in PE Deal Terms
Daniel P. Riley, Choate, Hall & Stewart LLP
Patrick Furlong , Riverside Partners
Reed Sussman, Arthur J. Gallagher & Co.
Ryan Carr, M/C Partners
Managing Partner, ABRY
Managing Partner, Volition Capital
President, New England Venture Capital Association
LAW FIRM PARTNERS
New England Venture Capital Association
Burns & Levinson LLP
McCarter & English LLP