Laurence Albukerk is the Manageing Partner, Founder of EB Liquidity Advisors. For the past 20 years Mr. Albukerk founded, managed and invested in multiple venture-backed companies. Since 1999 he has been working with entrepreneurs of privately held companies to achieve diversification and liquidity of highly concentrated, illiquid positions. Mr. Albukerk has created 5 private equity exchange funds comprised of over 125 top tier, venture-backed companies. He has also advised on more than 25 secondary and other financing transactions of private stock including, eBags, Facebook, GameFly, LifeLock, Second Life and OpenTable, totaling over $100 million.

In 1993, Mr. Albukerk founded his first venture-backed company, Visible Interactive, a pioneer of location based services. Since leaving Visible in 1997, Mr. Albukerk founded two other venture-backed companies including Basement.com and served on the Boards of Competitor Magazine and Concept Kitchen until its sale to office supply giant, Fellowes, in 1999.

Mr. Albukerk is an advisor to the X Prize Foundation on matters of private equity donations. He is also the inventor and/or owner of several U.S. patents. Mr. Albukerk is a frequent lecturer on topics including Founder Liquidity and Startup Capital Structure.

Greg Brogger is a serial entrepreneur and the founder and Chief Executive Officer of SharesPost, Inc.  SharesPost was built to bring the benefits of a modern communications platform to the private equity industry and liquidity to its participants.  The SharesPost community of private equity buyers and sellers numbers more than twelve thousand members and represents more than $75 billion in managed capital.

Prior to SharesPost, Greg founded BrightHouse, Inc., a Santa Monica based incubator and investment vehicle for early stage companies.  Previously, Greg co-founded Zag.com, Inc. a next generation online auto buying platform as well as CarsDirect.com (now called Internet Brands - Nasdaq: INET).  Prior to that, Greg was Idealab’s VP of Business Development.  Greg began his career advising early stage technology companies as an associate at Wilson Sonsini Goodrich & Rosati.

Greg received his B.A. from U.C., Berkeley, his J.D. from the University of Pennsylvania and his MBA from The Wharton School.

Greg Dietrick is the founder and President of West Shore Advisors Inc.  Greg has ten years of investment banking, principal investing, and restructuring experience with both private and small cap public companies. He has represented buyers, sellers, investors and management in over 85 transactions as a principal and advisor. Greg focuses on structuring and negotiating private placements of equity, debt, and convertible debt.  As a senior member of the private capital markets team at Thomas Weisel Partners Group Inc., Greg originated, and executed 25 private placement transactions. As a principal investor at a San Francisco based hedge fund, Greg advised growth investments of over $60 million in a total of 60 transactions covering the healthcare, technology, consumer, and alternative energy sectors.

In addition to his responsibilities at West Shore Advisors, Greg is also a Company Specialist and Vice President of Private Placements at SharesPost.  As a Company Specialist Greg is responsible for secondary trading for Tesla, Kayak, Lifelock, The Ladders, XDx, Yelp, and Zag.      
 
Greg graduated from Dartmouth College with a B.A. in Government. He holds FINRA Series 7 & 63 licenses.

Prior to joining J. Moore Partners, Matt Droessler earned his MBA at Stanford University and worked for Alliance Bernstein LP in New York as a Quantitative Analyst in global analytics, specializing in high yield, emerging markets and corporate bonds. He received his CFA charter in June 2006 and previously completed a number of international assignments, including a microfinance project in Vietnam and the creation of a customer-ranking model for Royal Dutch Shell in Calgary, Canada. Matthew also holds a B.S. in Economics from the Wharton School at the University of Pennsylvania.

Sam Hayes is the co-founder and COO of SharesPost. SharesPost was built to bring the benefits of a modern communications platform to the private equity industry and liquidity to its participants.  The SharesPost community of private equity buyers and sellers numbers 20,000+ members and represents more than $125 billion in managed capital.

Andrew Kline is the founder and Senior Managing Director of Park Lane Investment Bank.  Park Lane provides Corporate Finance and M&A services for entertainment, technology and sports enterprises. Park Lane is currently engaged as buy side and sell side representation for professional sports franchises and owners.

Andrew is also the founder and CEO of The Athletes Agency International, a sports-based speaker’s bureau that connects athletes from around the world with high-profile corporations for appearances, speaking engagements, and endorsement deals.  The agency also markets and negotiates sponsorship deals for distinguished sports properties. 

A former member of the World Champion NFL St Louis Rams, Andrew has also served as Vice President of The AFL San Diego Riptide and the board of advisors with the NFL Youth Education Town. Kline is currently a member of the PGA Tour Partners Club, The National Republican Committee Business Advisory Council, The NFLPA Retired Players Association, The Athletes Agency Foundation and is the Founder of The Australian Surf Academy which was recently acquired by Surf Diva, Inc. 

Francine Miltenberger is the Managing Director of Onyx Associates. She brings more than twenty years of executive leadership with technology intensive businesses in the financial industry. Her C-level experience cuts across start-ups, mid-sized companies and large corporations . She has expertise in managing software as a service (SaaS) businesses and has worked extensively with small and mid-sized business owners.

Formerly, she was President & COO of Kaspick & Company, a privately held asset management firm, where she revitalized operations and managed a sale to TIAA-CREF three years earlier than planned.  Previously at PNC bank she was CEO & Division Executive of Treasury Management Services where she created joint ventures and operating partnerships to develop innovative payment technologies.  At Chase Manhattan Bank, she held positions in its Cash Management division, Merger Office and Private Bank. In the start-up arena, she was a partner in a software start-up in the medical insurance industry which was successfully sold to a private equity group.

Francine is a seasoned deal maker who has negotiated joint ventures, operating partnerships, acquisition and divestures. Since 1986, she has been involved in 15 M&A transactions with processing businesses, software businesses, asset management companies and regional banking franchises. She has specialized expertise in structuring due diligence and post sale integration efforts.

In addition to her professional experience, Francine, has a long history of community involvement, where she has used her deal making experience to help organizations with their fundraising and development challenges.  Her board experience includes regional health care systems, small businesses and non-profit organizations supporting at-risk youths and their families.

Ms. Miltenberger has an MBA from Harvard University and an undergraduate degree in Economics and Psychology from Wellesley College.

James A. Moore, Founder & Managing Partner took ten years of experience in technical and operational positions with various software companies to Wall Street in the early 1990s, giving him a unique perspective in analyzing and advising companies who are growing and considering strategic options.

Prior to establishing J. Moore Partners in San Francisco in 2008, Jim was managing director of North Point Advisors, an M&A advisory firm, where he helped grow the firm to the $9 billion transaction level. Previously, he was a partner at Alex. Brown, and post-acquisition, served as a managing director at Deutsche Bank in technology research. He has worked with investment banking clients on merger advisory, special committee, initial public offerings, follow-on offerings, convertibles, PIPEs, and private placements. His clients and relationships span North America, Europe, Israel, and Asia.

An industry insider with more than 20 years of experience, Jim is a recognized expert on analyzing global financial deals and has been quoted in the Wall Street Journal, New York Times, Financial Times, The Economist, Forbes, and has appeared on CNBC, CNN and Bloomberg News. Over his career, he has raised in excess of $4 billion in capital for technology clients around the world.

Jim holds an MBA from Columbia Business School. He and his family live in San Francisco.

Jim Pursiano has over 20 years of M&A worldwide experience while in Applied Materials' Corporate Business Development Group and in Chevron Chemical's International Business Development Group. While at Applied Materials he drove over 40 transactions acquiring organizations and enabling technology, hardware and software, process equipment and manufacturing systems, services, and energy solutions. One major area of focus was in the Photovoltaic (PV) market. Jim's transaction scope also includes minority investments, joint ventures, joint development and licensing arrangements, from $10 million to over $2B. Transaction locations included Israel, Germany, Italy, Switzerland, Japan, Taiwan, China, and Singapore.

Jim also led the Integration Management Office at Applied Materials for 4 years, responsible for the integration of all acquired companies. Such integrations included a worldwide service company, a software product group, a Japanese company "bunkatsu", and 2 large solar companies located in Europe.

At Chevron, Jim helped drive a $750 million world-scale petrochemical project in Saudi Arabia with the Saudi Industrial Venture Capital Group. He handled economic valuation and project financing activities for over $500 million of loans through an international loan syndicate and the Saudi Industrial Development Fund. He also drove M&A and other development opportunities in Venezuela, Mexico, Singapore, and other Middle Eastern Companies, including numerous divestitures in oilfield chemicals and consumer products.

Harris Roth is a Senior Associate of at Park Lane Investment Bank.  Park Lane provides Corporate Finance and M&A services for entertainment, technology and sports enterprises. Park Lane is currently engaged as buy side and sell side representation for professional sports franchises and owners.

Harris brings extensive experience in mergers, acquisitions and corporate finance to his role at Park Lane.  Roth advises clients on mergers & acquisitions and corporate finance activities, oversees Park Lane’s research department, and serves on the deal review committee.  Roth has worked on transactions in Major League Soccer, the National Hockey League, the National Basketball Association, the National Football League, the National Lacrosse League, and several sports business industries.  Prior to joining Park Lane, he was an options trader on the Philadelphia Stock Exchange for Wolverine Trading.  In his last year at Wolverine, Roth actively traded in over 200 equity products while managing over 30 of those books for the company.  
 
Harris  holds a MBA from the University of Southern California Marshall School of Business and a BBA in Finance from the University of Wisconsin-Madison.  Roth has FINRA Series 7 and 63 registrations.

Lena Sene is a Partner at Impact Capital Partners. Previously, she was a Banker in the Private Investment Management division of Lehman Brothers where was responsible for advising institutional and high net worth clients on a full range of wealth-related matters including asset allocation, investments and structured solutions. Before that, she was a Banker at the JPMorgan Private Bank where she worked closely with Portfolio Managers, Sales Traders and Credit Specialists, in developing and implementing investment strategies for high net worth families.  While at JPMorgan, Sene co-founded the Global Private Banking Analyst Forum, an initiative that has resulted in a worldwide exchange of best practices in the Private Bank. Sene was selected as the sole recipient of the JPMorgan Chase Rising Star Award for the Annual Women's Bond Club Award in 2003. 

Sene was appointed by President Bush in 2006 to the White House Fellowship, a forty-five year old non-partisan leadership program, along with 13 other nationally selected Americans.

Sene was born in the U.S. and was raised in Senegal, Russia and Ukraine. She is fluent in English, French, Russian and Wolof.  Sene was an elected Board Member of the United Nations Association of New York and a member of The Economic Club of New York.  She holds FINRA Securities Licenses 7 and 63. 

Sene graduated from Bates College with a Bachelor’s degree in Economics. She was elected to join the Board of Trustee of Bates College in March 2010 for a full five year term. She completed her MBA at the Harvard Business School and the Mid-Career Master in Public Administration at the Harvard Kennedy School of Government.

Before co-founding Onyx in 2002, John Simpson's corporate career spanned 28 years in the technology arena, including C-level executive management roles in several software corporations such as BMC Software Inc. and Ingres Corporation (now part of CA Inc), Digital Equipment (DEC) and, in the UK, ICL. With BMC, John ran operating units located across the USA and Europe. While at Ingres, he drove the company's strategic alliances and OEM technology units. Prior to these assignments, John participated in many entrepreneurial startups in Silicon Valley during the 1980's including his founding of Analytica Corporation, one of the industry's first software firms to be venture-funded.

John's M&A experience has included driving dozens of corporate sales and acquisitions, strategic alliances; divestitures of corporate assets; structuring creative management buyouts; raising equity financing, and re-structuring operating entities as spin-offs. Also included are acquisitions of competitive companies, sale, purchase and licensing of many technologies in Enterprise software segments, and integrations of disparate worldwide operating units into the new corporate body. Recent M&A transactions have included software, IT services, construction, distribution, business services, and manufacturing organizations.

John has been a presenter and panelist at many technology and business conferences in the USA and Europe, including Uniforum, Comdex and Executive Forum conventions. He is a past member of Microsoft's Advisory Board for Application Development. He has written numerous articles for business publications on the subjects of exit planning and M&A.

A native of England, he has long lived in the San Francisco area.

David Sloan is the Managing Partner of Bancroft Partners LLC, a San Francisco-based financial advisory firm, serving companies, entrepreneurs and investors.  Investment banking services include: mergers & acquisitions ("M&A"), private placements, and restructurings. Bancroft Partners also provides discrete strategic advisory services to lead investors and entrepreneurs on their portfolio companies.

Bancroft Partners is comprised of a team of experienced bankers and industry executives. Transactions completed amongst this team range in size from interim financings below $ 1 million to multi-billion dollar M&A transactions. Our professionals apply lessons learned from this vast array of successfully completed transactions and advisory assignments to each client and each mandate. Industry focus: agribusiness and consumer related.
Dave has been an investment banker for over twenty years, including more than 15 years with J.P. Morgan. Beginning his M&A career in New York, Dave successfully executed numerous advisory assignments throughout the Americas. From 1997 to 2003, Dave established and developed J.P. Morgan's M&A franchise in Asia. He subsequently joined the California offices of one of the world's leading food and agriculture finance houses, Rabobank, as Head of West Coast M&A before establishing Bancroft Partners in 2006. Dave's transaction experience spans over 14 countries, 16 industries and aggregates over $20 billion in volume. He has a B.A. in political science and economics from Brown University (1988). Dave is a General Securities Representative licensed with FINRA and holds Series 7 and 63 securities licenses.

Rob Steiner is the Founder and CEO of RS Advisors, a water-focused business and investment consultancy focused exclusively on alternative investment opportunities focused on the water and sustainability sectors.

RS Advisors works with family offices and wealth managers by identifying, evaluating, and monitoring clean technology investment opportunities within the alternative assets classes.

Previously, as a partner at Aquillian Investments, rob developed a sector focus on water investments, connecting investors to industry leaders within the water value chain.   He was responsible for due diligence and analysis of water technologies, business models and potential investment opportunities.

Previously, Rob served as the Executive Director for the WaterLeaders Foundation, a Bay area nonprofit that is dedicated to providing appropriate, sustainable safe water solutions to the developing world. Prior to his work in the private sector, Rob was an officer in the US Public Health Service and served within the Department of Health and Human Services, specifically within the Office of the Secretary, the Office of the Surgeon General and the Office of Global Health Affairs.

Rob holds a Masters degree in Public Health from George Washington University with a concentration in Global Health Policy and a BS from the School of Natural Resources and Environment at the University of Michigan.

He also serves on the Advisory Board of A Child’s Right, a global nonprofit providing safe drinking water solutions to orphanages and schools worldwide. Although a proud native of Michigan, Rob now lives with his growing family in Coronado, CA.

Bic Stevens has more than 30 years of venture capital, investment banking, and business development experience. He is the founder and principal of Stevens Capital Advisors, www.stevenscapitaladvisors.com, a cleantech advisory and investment banking firm.  For the past eight years, he has focused exclusively on investing in, and advising, clean technology companies and, over that period, has been involved with fourteen different cleantech companies. Over his career, Bic has been an active director of 28 high technology companies.

Bic was most recently Senior Vice President of Business Development of Premium Power Corporation, a manufacturer of grid-scale flow batteries, and was previously a Managing Partner of Ardour Capital Investments, a Cleantech investment bank.  Prior to joining Ardour, Bic was a Managing Director at Zero Stage Capital, a Boston-based venture capital firm, where  he led the firm’s clean technology practice.

Bic was previously the founder and President of Eastech Associates, a Boston-based venture capital firm focused on investing in early-stage, high technology companies; and a Vice President at Paine Webber, where he worked with Paine Webber’s Corporate Finance Department and with Paine Webber’s Ampersand Venture Capital Funds.   Bic received a B.I.E. from Georgia Tech and an M.B.A. from the Harvard Business School.

As GrowthPoint Solutions’ founder, Christine Sullivan has over eighteen years of investment banking experience, with transaction and client experience that spans from a start-up company’s first capital raise to leveraged buy-outs requiring billions of dollars of financing.

Christine began her career at Smith Barney, Harris Upham & Company in 1989, where she helped structure mortgage- and asset-backed securities. In 1994, she joined Bankers Trust Company in the Financial Sponsors Group, where she was responsible for structuring and negotiating debt and equity transactions on behalf of some of the largest private equity firms in the U.S. Between 1994 and 2000, she completed over 25 transactions with an aggregate value in excess of $10 billion.

While her practice was generalist in nature during these years, she began focusing on telecom and technology when the firm merged with Alex. Brown in 1999 and she joined the firm’s Media & Communications group. With this industry concentration came a focus on equity products as well as mergers & acquisitions related advisory assignments.

In 2000, she joined the Technology group at Donaldson, Lufkin & Jenrette and later that year, after the Credit Suisse merger, joined UBS Warburg. At UBS, she was a Director in the Technology group and was responsible for running the firm’s wireless services practice.

In 2003, she joined a boutique investment bank, Hadley Partners, which was founded by a group of former colleagues from BT Alex. Brown. As a Partner at the firm, Christine focused on advising early stage companies on the right time to raise capital and make other strategic decisions, helping to find the right financial partner and assisting clients in transitioning through critical growth stages. She also completed several merger and acquisition advisory assignments in the technology, internet and food and beverage sectors.

Christine received an MBA from the Anderson Graduate School of Management at UCLA, where she concentrated in Finance. She also holds a BA in Mathematics and Philosophy from Wellesley College. She lives in Houston, Texas with her husband and son.

Founder and Principal, Accelera Capital Partners Chris has 15 years of diversified Wall Street experience as an investment banker, investor and transactional and corporate attorney.  Most recently, Chris was a Principal with Bank of America Merrill Lynch and its predecessor, Banc of America Securities, where he headed up the firm's Private Equity Placements practice on the West Coast and focused on the analysis, origination, structuring and placement of traditional equity private placements, PIPEs and registered direct financings with sector focus primarily in technology, healthcare, energy and clean technology.  Prior to BofA, Chris was a Vice President with Seven Hills Group, a boutique investment bank, where he concentrated on growth equity private placements.
Previous to that, Chris was an equity research analyst with MicroCapital, a micro-cap growth hedge fund, where he completed over 50 traditional private placement, PIPE and registered direct transactions.  Prior to MicroCapital,
Chris was a technology investment banker with Robertson Stephens.   Before
business school, Chris worked for four years as a transactional and corporate attorney where he had significant corporate and securities experience representing a broad range of public and private clients.

Chris has been a Senior Advisor with Accelera Ventures since 2005.

Chris holds a MBA in finance from Kellogg School of Management at Northwestern University, a JD from Pepperdine University School of Law and an AB in economics from UC Berkeley.  He is a licensed attorney in California, Illinois and New York and holds Series 7 and 63 licenses.

As the founder and Managing Director of Series-A Partners, Alan Tikwart has more than 15 years experience working in and around technology and finance. Alan possesses the unique perspective of working within early stage startups, in corporate M&A, investment research (covering software), as well as a technology-focused investment banker. During this time, Alan has analyzed literally hundreds of business plans and met with numerous start-ups and established companies, helping them build business plans, re-evaluate revenue generation strategies, as well as plan for liquidity events- acquisitions, recaps, cap raises, etc. Leveraging this diverse background and his passion for the internet and mobile spaces, Alan founded Series-A Partners to advise Early Stage technology companies on corporate strategy, growth initiatives, as well as liquidity opportunities, including capital raises and M&A. 

Alan was most recently at Financial Technology Partners, a leading boutique bank advising exclusively on the Financial Technology space, where he headed up the firm's securities technology practice and helped execute a number of deals, including: the $670M acquisition of Automated Trading Desk by Citi, the $220M acquisition of Wombat Technologies by NYSE Euronext, and Goldleaf's $46M acquisition of Alogent. 

Prior to FT Partners, Alan was covering the small and mid-cap enterprise software for Citi. Along with covering the Business Intelligence (BI) and ETL space, Alan's team was the first team on the street to initiate coverage on the SaaS (Software-As-A-Service) sector (what is now known as cloud computing). By working as an analyst on the street, Alan was given unfettered access to some of the top technology management teams and was allowed to analyze numerous companies and business strategies.

Alan was also part of the M&A and strategic investments team at Advent Software, a $1B pubic software company and leader in the financial technology software space, where we made number investments and acquisitions, as well as helped facilitate international partnerships during his tenure. While at Advent, Alan was able to gain a deep understanding of the software space by meeting with numerous start-ups and working with other leading industry players. Prior to Advent, Alan was on the Corporate Development team at StockPower a dotcom startup focusing on affinity marketing and direct stock purchase plans. The Company successfully raised (and spent) $25 million and provided invaluable insight into the trials and tribulations of running a start-up business. 

Alan holds a JD from the University of Kansas School of Law, as well as a BA in Political Science from the University of Kansas. He currently resides in San Francisco with his wife, son, and dog. He holds FINRA series 7 and 63 licenses.