April 
15
, 
2025
Peer Insights on FX Management for Healthcare Companies

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

Beer & Cheese Chat

1:00 PM - 5:00 pm

Join us in the Falcon Bar before and after your activity to taste the region's craft brews and local cheeses. This will be a casual lounge for you to come and go as you please.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

Silicon Valley Bank
Silicon Valley Bank
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Peer Insights on FX Management for Healthcare Companies
Wednesday
, 
March 
10
, 
2021
11:00am
 - 
12:00pm 
PST
2:00pm
 - 
3:00pm
 
EST
REGISTER
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Details

 

You are invited to our Peer Insights on FX Management for Healthcare Companies webinar on March 10.  We surveyed 124 innovation-sector Life Science and Healthcare (LSHC) companies in the SVB client portfolio, representing different stages in the corporate life cycle, to understand their general strategies and practices for managing currencies. 


Join us to hear what we learned, including:


- Respondents are aware that currencies affect business results but have much less understanding of the scale and materiality of the impact.


- The top three items exposed to currency risk.


- Most companies that are active in currency risk management deploy ‘organic’ or natural hedging strategies (i.e. not involving derivatives) including asset-liability matching and raising funds in foreign currencies.


- Why we expect FX to be a higher priority item for LSHC companies due to the prospects for a weaker US dollar (USD).

 

REGISTER TODAY to join us for this much-anticipated virtual event via Zoom.

 

Questions? 

Please email mbarucci@svb.com. 

Registration is required to participate and receive link to the virtual event via Zoom.

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This event is invite only. Invitations are non-transferable. 

Empathy Banks Here: SVB is here to help. For additional information on resources available to you and your community during the COVID-19 pandemic, please visit https://www.svb.com/covid-relief


Review our event entertainment code of conduct.
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Wednesday
, 
April 
22
, 
2020
2:00pm
 – 
3:00pm 
PDT

Agenda

August 30
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August 31
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September 1
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September 2
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September 3
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February 11th

8:15 AM

Check-in & Breakfast 

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

8:30 AM

Presentations

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

9:30 AM

Q&A / Networking 

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

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Rockwell Courtyard

10:00 AM

Event End

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

August 31

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

6:00 – 10:00 PM

Welcome Reception

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

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Rockwell Courtyard

Speakers

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Eve McCormick

Partner & COO, Taconic

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Karla Proskauer

CFO & CCO, BVA Compliance Corp

Karla Proskauer is the CFO & CCO of the BVA Compliance Corp brand. Karla comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Patrick Fields

President, Century 53

Patrick Fields is the President of the Century 53 brand. Patrick comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Natalie Smith

President, Landmark Place

Patrick Fields is the President of the Landmark Place brand. Natalie comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Sponsors

Featured Speakers

Julie Betts Ebert

Managing Director, Silicon Valley Bank

Julie Betts Ebert is a Managing Director on the National Life Science & Healthcare team at Silicon Valley Bank, covering the Mid-Atlantic and Southeast markets.  Julie provides specialized banking services and debt-financing solutions, as well as advice on strategic growth, to life science companies across all sectors and life stages, from early-stage venture-backed enterprises to late-stage public companies. 


Before joining the commercial banking team, Julie spent several years leading SVB’s Strategic Advisory effort, where she was responsible for managing client engagements and leading execution for advisory projects.


Julie received an M.B.A. with honors from Columbia Business School and a B.S. from the McIntire School of Commerce at the University of Virginia with concentration in finance.

Ivan Asensio

Head of FX Risk Advisory, Silicon Valley Bank

Ivan Oscar Asensio advises global corporations and institutional investment managers on solving problems related to currency risk. He has held similar roles at HSBC, Merrill Lynch & Co., and Bank of America in New York, San Francisco and Los Angeles. His approach when engaging clients involves the use of quantitative techniques for purposes of risk discovery, risk quantification, and ultimately the development of tailored strategies that are consistent with the institution’s stage in the life cycle, performance objectives, desired accounting presentation, and risk tolerance.


Dr. Asensio received his Ph.D. in economics from the University of California, Santa Cruz. He also holds an M.S. degree in statistics from UCLA, and dual-undergraduate degrees in finance and mathematics from USC.

Matt Franklin

CFO, ReCor Medical

Mr. Franklin has been CFO of numerous venture-backed companies including most recently serving as CFO of myoscience (therapeutics/aesthetics) for six years. He specializes in helping Pre-IPO companies get through initial commercialization. In 2000, he co-founded, CFO Connection, a financial services firm that assists technology and medtech companies in successfully building their businesses. Prior to CFO Connection he was ACLARA BioSciences’ (medtech) top financial officer for four years. Earlier in his career he was Co-Founder and CFO at BioLumin Corporation (sold to GE Healthcare) and held senior financial positions at VeloBind (Manufacturing) and Precision Echo (Defense Manufacturer), both public companies.


Mr. Franklin received a BS in Business from the University of Southern California and an MBA from Santa Clara University.

Peter Compton

Senior Advisor, Foreign Exchange, Silicon Valley Bank

Peter Compton is a senior foreign exchange advisor for Silicon Valley Bank’s global financial services group, and has been with SVB since 2007. He helps clients design and implement hedging strategies for foreign currency exposures. Compton has over 20 years experience in global financial markets. Before joining Silicon Valley Bank, Compton spent seven years working in the European equity markets. Based in Germany, he spent four years with HSBC and three years as Head of Equity Sales for ABN-AMRO in Frankfurt. Prior to his work overseas, Compton spent seven years with Bank of America in San Francisco as an equity and fixed income derivative specialist.


Compton holds a bachelor's degree in business and management from the University of Rhode Island and a Master's of Business Administration from San Francisco State University.

Robert Judd

VP Finance & Accounting, Alphatec Spine

Robert Judd is the VP of Finance and Accounting for Alphatec Spine (ATEC).  ATEC is a NASDAQ listed public company specializing in innovative spine surgery solutions. He’s worked at ATEC for almost 3 years and has almost 15 years of experience in Life Science / Healthcare finance having worked at NuVasive, Thermo Fisher Scientific, Life Technologies and Allergan. He began his career in public accounting at KPMG. Robert graduated cum laude with undergraduate and graduate degrees from Brigham Young University.

Virtual Event Information

Registration is required to participate and receive the link to join this  virtual event via Zoom. 

 A link to join will be included in your registration confirmation email.

If you have any questions, please contact {planner name} at mbarucci@svb.com  

Access to Innovation

SVB is dedicated to the success of the innovation economy. Through our Access to Innovation program, we provide educational and job opportunities for emerging talent, make connections for female and minority founders and investors and encourage gender parity and diversity in leadership. Learn more

Providing educational and job opportunities for emerging talent

1:00 – 5:00 pm

SVB helps underserved youth gain a path to training and a tech career through paid work experiences, a community college certificate in business and data analytics, and events.

Encouraging gender parity and diversity in leadership

1:00 pm, meet at the Golf Club

SVB supports women and minorities in leadership in the innovation economy by focusing on activities and partnerships that will fund and increase the representation of diverse entrepreneurs and investors.

Making connections for female and minority founders and investors

2:00 pm, meet at the Tennis Courts

SVB creates opportunities for all by developing networks, partnerships and events to bring founders and investors together, and increase funding and support for entrepreneurs.

Gallery

Zoom Recording

Thank you to all who participated!

For your reference, we have added the Zoom recording replay video of the webinar here.

Frequently Asked Questions

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

When does the Summit take place?

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The Summit takes place from Friday, August 30th through Monday, September 2nd, 2019, and registration opens at 8am.

Who is delivering the keynote at the Summit?

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Natalie Smith, the President of Landmark Place, will deliver the 2019 Silicon Valley Bank Summit.

What types of activities are on the schedule for this year's summit?

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The Summit will include professional development, networking, and activities like fly fishing, glass blowing, off-road driving, golf, and more, tailored just for Private Equity CFOs and COOs.

©2021 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB). SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron devicearetrademarks of SVB Financial Group, used under license.

Read about our Privacy Notice. If you have any questions or concerns about our privacy policies, please contact us by email: privacyoffice@svb.com.

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