Hosted by Nasdaq Private Market (NPM) and Silicon Valley Bank – join our featured speakers, Kristina Campbell, CFO of Ripple, and Tom Ream, CFO of Workato, on Wednesday, May 18th for a discussion around private company secondary liquidity from a practitioner's perspective.
This webinar will focus on best practices, lessons learned, and important steps to consider before, during, and after implementing a liquidity program.
We’ll also explore:
- PROS & CONS of running a liquidity program
- TYPES of liquidity structures and programs
- WAYS to optimize employee retention and alignment
- THE FUTURE of secondary liquidity
This event will also feature an intro from Bob Blee - SVB's Head of U.S. Technology Corporate Banking - and will be moderated by Kevin Gsell - NPM's Managing Director, Company Solutions.
Nasdaq Private Market (NPM) is an independent third party and is not affiliated with SVB Financial Group.
This material, including without limitation to the statistical information herein, is provided for informational purposes only. The material is based in part on information from third-party sources that we believe to be reliable, but which have not been independently verified by us and for this reason we do not represent that the information is accurate or complete. The information should not be viewed as tax, investment, legal or other advice nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction.
Please email Brooke Jones at BJones@svb.com
Kristina Campbell is the Chief Financial Officer at Ripple.
She has over 20 years of experience in finance operations and business strategy with a focus on fintech and payments. Previously, she was CFO at PayNearMe, where both the business and team grew substantially under her leadership. She also held several roles at GreenDot, a now $2.5B public fintech company, including General Manager of GoBank. Before this, Kristina was a Manager at management consulting firm Bain & Company and an investment banker at Citigroup.
Tom Ream is the Chief Financial Officer of Workato, Inc. - a global leader in enterprise iPaaS and automation - and funded by such investors as Altimeter Capital, Battery Ventures, Insight Partners, Norwest Venture Partners, and Storm Ventures. Tom has been the full-time CFO at Workato since 2020, but has been involved on a consulting basis since its inception in 2013.
Previously, Tom was a partner at a firm providing interim financial services to early-stage venture backed companies. He also served as CFO for a wide variety of companies, including: PsiQuantum, which is building the world’s first useful quantum computer; Tapulous, which produced the first successful iPhone game and was acquired by Disney; and a number of additional companies in the SaaS space.
Bob Blee heads Silicon Valley Bank’s Technology Corporate Banking Division, which leads SVB’s relationships with public and late stage private companies in the U.S. Tech Sector, providing a full suite of lending and banking solutions, as well as guidance as an active and trusted partner helping clients succeed and quickly scale.
Previously, Bob held a variety of roles in SVB’s California and Midwest geographies, most recently heading seed, early and mid-stage Infrastructure, Hardware, Consumer Internet, Enterprise Software and Fintech banking in the Bay Area and Southern California, and has been responsible for SVB’s Mezzanine Lending and Syndicated Lending practices. In addition, he led SVB’s Midwest region for seven years, focused on tech, life science, clean tech, VC and PE clients of all stages.
Kevin Gsell is a Managing Director at Nasdaq Private Market, leading NPM’s initiative to provide liquidity solutions for private companies throughout their lifecycle.
A seasoned sales and business development leader, the past decade of Kevin’s career has been focused on the liquidity needs of private companies from Series A until exit.
You can manage your email preferences, or unsubscribe from receiving promotional or marketing email communications from Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, at any time by visiting the Manage Email Preferences page.
Read about our Privacy Notice. If you have any questions or concerns about our Privacy Notice, please contact us by email: privacyoffice@svb.com. Also read about our Cookie Notice.
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”) and SVB Asset Management (“SAM”) are non-bank subsidiaries of Silicon Valley Bank a division of First-Citizens Bank & Trust Company. SVBW and SAM are SEC-registered investment advisers; Member FINRA and SIPC.
Services offered by SAM or SVBW are not FDIC insured, not insured by any federal government agency, not bank guaranteed, and may lose value.
©2024 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. 3003 Tasman Drive, Santa Clara, CA 95054. Member FDIC.
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