April 
15
, 
2025
Workshop: Emerging Manager Fund Construction Model + Strategy

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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Workshop: Emerging Manager Fund Construction Model + Strategy
Tuesday
, 
April 
15
, 
2025
2:00pm
 - 
3:00pm 
PDT
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As an emerging manager, communicating a cohesive, long-term vision and clear strategy when it comes to portfolio construction is crucial to pitch LPs. Join Efrat Turgeman (Partner, SVB Capital) and Alex Marshall (Director, SVB Emerging Manager Practice) for a tactical workshop to think through your fund model, scenario-planning, common pitfalls, and more. We’ll dive into the math behind an emerging manager’s fund strategy, provide tactical best practices, answer attendee questions, and even leave you with a downloadable template you can use to model-build on your own.


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

 

Questions? 

Please email Courtney McClintock at cmcclint@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


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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.

  • 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

Efrat Turgeman

Partner, SVB Capital

Efrat Turgeman is a partner at SVB Capital. She joined the group in July 2018, and as a member of the Investment Committee, she is responsible for making investments in established and breakout venture capital firms.


Prior to joining SVB Capital, Efrat was a managing director for SVB’s NorCal Tech Banking, where she built a portfolio from the ground up. She was responsible for due diligence, relationship management with entrepreneurs, and underwriting debt financing deals for a portfolio of early- and mid-stage enterprise software companies.


Efrat joined SVB in 2008 as a co-founder of SVB Israel, where she was a key part of building SVB’s presence in the market, forming and leading a professional deal team and managing a portfolio of technology companies and venture capital firms. In that role, Efrat oversaw client relationships, credit underwriting and portfolio management.


Efrat graduated from Tel Aviv University with a bachelor’s degree in economics and business administration and previously served as a first lieutenant in the Israeli Air Force as part of an F-16 squadron management team. Today, she enjoys exploring all the natural beauty of the Bay Area with her husband and children.

Alexandra Marshall

Director of Limited Partners, SVB Emerging Manager Practice

Alexandra Marshall is the director of limited partners for the emerging manager practice at Silicon Valley Bank. In her role, she is responsible for strategy, insights and connectivity between emerging venture fund managers and limited partners, including fund of funds, endowments, foundations, corporate venture funds, family offices — and more. Alex is based in Northern California.


Before joining SVB, Alexandra was an investor at First Round Capital, where she focused on special projects to reimagine how the organization could better foster and support the early founder ecosystem from exploration to investment. Alexandra was the co-founder and head of customer experience at Health IQ, an insurance technology company. Additionally, she has worked with Goldman Sachs and Farallon Capital.


Alexandra received her bachelor’s degree from Williams College. A strong advocate for those who experience underrepresentation in funding communities, she is the co-founder of LatinxVC, a nonprofit organization dedicated to the growth and support of the venture capital ecosystem. Alex has been recognized by Harlem Capital as one of 10 Latino/a startups that have raised more than $100 million and was included in HBCUvc’s 31 Under 31: The Future of Venture Capital list.


When not working, Alexandra spends her time playing tennis, binge-watching her favorite shows and taking her Twitter friendships from URL to IRL.

Daniel Clayton

Senior Associate, SVB Capital

Daniel Clayton is a Senior Associate at SVB Capital responsible for leading investment research and underwriting for the fund of funds investment vehicles.

 

Prior to SVB Capital, Daniel was a member of the Corporate Development team at SVB, where he was a core team member responsible for the acquisition of Boston Private Financial Holdings. Prior to SVB, Daniel spent 6 years at Hall Capital Partners LLC, where he was an Associate on the Private Equity and Venture Capital Investment Research Team. 

 

Daniel completed a Master’s in Business Administration at UC Berkeley (Haas School of Business) where he graduated with honors and was the recipient of the CJ White Finance Fellowship. He also graduated magna cum laude from Northeastern University with a B.S. in Business Administration and is a CFA Charterholder. Daniel serves on the Investment Committee of the Center for Independent Living in Berkeley and currently lives in Mill Valley, California. 

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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