September 
29
, 
2021
Emerging Fund Manager Workshop – Navigating Fund Setup, Ops, and more

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.

  • List Item 1

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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Emerging Fund Manager Workshop – Navigating Fund Setup, Ops, and more
Tuesday
, 
April 
15
, 
2025
2:00pm
 - 
3:00pm 
PDT
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Details

As emerging managers, you know how crucial it is to have the right information when you need it and better yet before you need it. To better equip you with these essential resources, SVB has partnered with Strut Consulting to host a webinar just for you. 
  
This workshop will include best-in-class options and common fund manager pitfalls to ensure you're set up for success as an emerging manager. 
  

We will cover:

• Fund set up and operations
• Nuances around compliance and insurance
• Best practices around budgeting, accounting, hiring, HR, and beyond

• How to navigate the maze of tools and service providers
 

Strut Consulting is focused on providing operations, investor relations, and platform/portfolio service support and expertise to fund managers of all sizes. 


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

 

Questions? 

Please email Courtney McClintock at cmcclint@svb.com. 


We look forward to seeing you there.

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
9:00am
 – 
10:00am 
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.

  • List Item 1

Equinox Golf Resort & Spa

8:30 AM

Presentations

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

  • List Item 1

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.

  • List Item 1

Rockwell Courtyard

10:00 AM

Event End

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

  • List Item 1

Equinox Golf Resort & Spa

August 31

All Day

Attendee Arrivals

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

  • List Item 1

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.

  • List Item 1

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.

  • List Item 1

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

Kristen Ostro

Founder, Strut Consulting

Kristen brings a wealth of experience in the venture capital industry and a fervent passion for the emerging manager ecosystem to your table:

 

• Operational expertise across all stages of venture capital, from first and second-generation funds to the largest and most established firms, with in-depth exposure to the full life cycle of multiple funds.


• Extensive experience working with the most sophisticated LPs and financial institutions in the industry, from top tier fund of funds and institutional investors to sovereign wealth funds, established family offices, and more.


• Helped build two leading emerging manager funds from the ground up on both coasts, and spent five years at Silicon Valley's original and largest venture firm, NEA.


• Read Kristen’s full bio here.

Kelly O'Rourke

Head of Operations and Human Resources, Strut Consulting

Kelly’s career presents like an undercover boss episode, with insight into nearly every aspect of what makes a firm tick:

 

• Robust experience inside of top VC funds, into the depths of high growth startups, and with a critical third-party service provider for today’s emerging managers.


• Vast knowledge of Human Resource strategy, specializing in systematically building HR processes and procedures to set the stage for operational success. Her expertise is backed by an SPHR Certification and a Certificate of Human Resource Management.


• Helped build and optimize the operational infrastructure of multiple firms in a wide range of organizational stages and moves at lightning-fast speeds, finding opportunities to make processes more efficient every step of the way.


• Read Kelly’s full bio here.

Jessica Pascolini

Operations and Portfolio Engagement Specialist, Strut Consulting

Jessica Pascolini brings over a decade of venture capital experience to the Strut team. Before joining Strut, she scaled events for Coatue’s VC arm from zero to over 100 highly curated experiences annually. Most notably, she drove Coatue’s marquee event, East Meets West, taking it from 40 attendees to over 350+ global attendees of C-Suite executives from all stages and sizes, public company CEOs, A-list celebrities, and more.

 

For Jessica, events are about enriching people’s lives by fostering genuine connections for, and between, participants through shared lived experiences. They are a collision of the professional and personal—creating new memories, changing perspectives, and engendering unprecedented partnerships based on business and human interests.

 

In her work with Strut, Jessica partners with today’s established and emerging fund managers to help them reach operational excellence and find the most impactful ways to engage their founders, LPs, and advisors.

 

Jessica holds a B.S. in Psychobiology from UCLA and an MBA from Pepperdine's Graziadio Business School. In her free time, you can find her catalyzing some of life’s most meaningful experiences for her two daughters in and around the San Francisco Bay Area.

Nicole Fuller

Director of Client Relations, Strut Consulting

Nicole Fuller brings a wealth of experience in the alternative asset industry and client service space to Strut. Throughout her career, she’s supported hundreds of asset managers to set up the operational foundation of their firms and successfully launch their funds. She has a deep-rooted passion for being a problem solver, supporter, advisor, and cheerleader to those investing in the founders and companies building things that will shape our tomorrow.

 

Prior to joining Strut, Nicole spent nearly four years helping grow and scale Aduro Advisors, a strategic financial services firm for venture capital and private equity. While at Aduro, she led client relations and business development during the firm’s largest and most rapid periods of growth, setting it on the path to becoming one of the largest VC Fund Administrators in the U.S. today.

 

Prior to Aduro, Nicole supported a close family friend as he scaled multiple businesses on the Hedge Fund side: Coronado Investments (a boutique marketing firm), HedgeAssist (a due diligence firm), and Alpha Alternatives (a Fund Administration firm). She wore many hats across all three firms, assisting with operations, administration, accounting, finance, compliance, and due diligence. It was there that she discovered her passion for finding creative solutions to client pain points.

 

Above all, Nicole understands how critical relationships are in the VC industry and she enjoys fostering connections with people on all sides of the aisle—clients, leaders, colleagues, peers, and service providers. In turn, she helps Strut’s clients navigate the vast landscape of fund set-up options and pairs them with best-in-class providers who can support their growth and ensure their success.

 

Nicole earned a Bachelor of Arts degree in Economics from San Diego State University. In her free time, she can be found walking her two golden retrievers around the lakes within the greater Denver, Colorado area or enjoying a backyard BBQ with her husband.

Shannon Knous

Director of Finance, Strut Consulting

Shannon Knous is a seasoned accounting professional, with experience both as an Auditor and as a VC Admin. Her background allows her to help VC firms work effectively and efficiently with third-party providers, as well as build a solid foundation for finance matters both internal and external. Shannon strives to help both emerging and established managers implement top-tier financial processes and provide thoughtful planning considerations that will benefit firms over the short and long term.

 

At Strut, Shannon supports clients in the more nuanced aspects of accounting and fund management best practices in compliment to their current fund administrator. Prior to Strut, Shannon spent the last three years as a Controller and Accounting Manager at Aduro Advisors. Before that, she spent time as a Senior Auditor for Anton Collins Mitchell and for BDO. She has a degree in Economics from UCLA and is a licensed CPA (Credential ID CPA.0034297).

Hillary Tyree

Vice President, Emerging Manager/Venture Capital Practice, Silicon Valley Bank

Hillary Tyree is a vice president on SVB’s Emerging Manager Practice team in San Francisco. Her passion is building a supportive and inclusive venture ecosystem for investors and founders through creative programming and world-class experiences. Most notably, she helped launch and curate SVB’s first ever, client-only space in 2014, when she joined the bank as a community manager. In her role today, she designs programs and engagements for early stage investors – with a focus on women and the next generation of venture, all while leveraging the SVB platform to help their funds and portfolio companies scale.


Prior to joining SVB Hillary worked in tech-PR helping startups and founders create differentiated brands and tell a unique story. She started her career in non-profit development and community education and earned a bachelor’s degree in sociology from California State University, Chico.


Dedicated to building bridges between the tech community and San Francisco’s underserved populations, Hillary is a founding board member of the Mid-Market Business Association, sits on the S.F. Krok Center Advisory Council and is an ardent volunteer for Meals on Wheels, St. Anthony’s, and Code Tenderloin. Hillary is a native Californian, who spends her free time cooking, entertaining, gardening and traveling with her husband and toddler.

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 Courtney McClintock at cmcclint@svb.com  

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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.

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Banking, lending, and trust products or services are offered by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Accounts are subject to credit approval. Restrictions and limitations may apply. 

SVB Wealth LLC (“SVBW”), SVB Asset Management (“SAM”) and SVB Investment Services Inc. (“SVBIS”) non-bank subsidiaries of Silicon Valley Bank a division of First-Citizens Bank & Trust Company. SVBW and SAM are SEC-registered investment advisers; SVBIS a registered broker-dealer, Member FINRA and SIPC.

Services offered by SAM, SVBW, or SVBIS are not FDIC insured, not insured by any federal government agency, not bank guaranteed, and may lose value.

©2023 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC. 3003 Tasman Drive, Santa Clara, CA 95054.

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SVB’s mission is to help innovators and their investors move bold ideas forward fast. SVB Events create an environment for SVB clients, prospects, partners and employees to connect, learn from each other, pursue big ideas and make a powerful impact on people’s lives. Through our events, we help SVB to achieve its mission.


SVB does not tolerate disrespectful or harassing behavior, conversations or interactions by any event attendee, in any form, at any aspect of the program, regardless of the event location.


As an SVB event attendee, we encourage you to assist in creating a welcoming and safe networking environment. SVB reserves the right and retains sole discretion to refuse admittance to, or remove any person from, an event at any time.


Please report any violation of the Event Entertainment Code of Conduct to the following:
• Security Guard onsite

• SVB Event

• Venue Staff


If you feel that an SVB event is against our code of conduct policy or inconsistent with SVB’s culture, please contact:


SVB Events
Heidi Bianchi | 650.855.3050

SVB Financial Group Code of Conduct Policies
Evelyn De la Cruz | 312.704-9525

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