October 
19
, 
2021

SVB Step Forward

Michael Lee

Founder, Culture Plus

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

All Day

Attendee Arrivals

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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

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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.

All Day

Attendee Arrivals

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

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Silicon Valley Bank
Silicon Valley Bank
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SVB Step Forward

Tuesday
, 
October 
19
, 
2021
8:30am
 - 
12:30pm 
PDT

Tuesday, October 19, 2021

8:30am - 12:30pm PDT

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Mark your calendars to join us for Step Forward: Fueling Diversity in the Innovation Economy on October 19, 2021 at 11:30AM EDT/8:30AM PDT. We’ll be exploring ways to open up opportunities in the innovation ecosystem to more diverse candidates in this important and timely event.


Diversity and parity issues are at the forefront of today’s social climate so, although this will be a virtual event, it’s sure to be a lively one. In addition, we’ve set aside time to connect with other attendees during a live Q&A session. Agenda and speaker bios below.


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


Questions? Please email Adriane Powell, apowell@svb.com. 

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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

8:30 - 8:45 AM PDT

Opening Remarks

Yvette Butler, President, SVB Private Banking & Wealth Management

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8:45 - 9:15 AM

Keynote Speaker

Claude Grunitzky, CEO & Managing Partner, Equity Alliance

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9:15 - 10:00 AM

Playing to Win or Playing Not to Lose? Black & Latinx Risk-Taking in the Innovation Ecosystem

Hamet Watt, Founder & CEO, Share Ventures

Marlene Orozco, Lead Research Analyst, Stanford Latino Entrepreneurship Initiative, Stanford Graduate School of Business; CEO, Stratified Insights

Miriam Rivera, CEO, Co-Founder, Managing Director, Ulu Ventures

Richie Serna, CEO & Co-Founder at Finix

Kofi Asante, VP of Strategy and Business Development, Elroy Air


A white paper exploring the socioeconomic, cultural, and behavioral conditions restricting increased participation among Black and Latinx founders, investors, and early employees of startups will be shared followed by a panel discussion with several research participants.

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10:00 - 10:15 AM

Break

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10:15 - 11:00 AM

It's Not Just a Pipeline Problem: Panel Discussion with Illumen Capital

Moderator: Daryn Dodson, Managing Partner, Illumen Capital

Paula Pretlow, Trustee, the Kresge Foundation, Weinberg Foundation and Northwestern University

Jim Casselberry, Chief Investment Officer, 4S Bay Partners

 

In 2019, Illumen Capital and Stanford SPARQ published ground-breaking research suggesting that race influenced the professional decision making of professional investors. In fact, the study provides evidence that the better a Black manager's track record, the more bias they face. Daryn Dodson, Founder and Managing Director of Illumen Capital, will share findings from this research and speak to how Illumen Capital is actively building equity for women and people of color across investing by reducing bias and unlocking financial returns. Daryn will lead a conversation with Paula Pretlow (former Senior Vice President at The Capital Group), and Jim Casselberry (Chief Investment Officer at 4S Bay Partners) to hear how they've successfully navigated an asset management industry in which women and people of color have historically been overlooked and underestimated.

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11:00 - 11:30 AM

A Story of Hope and a Call to Action: Broken Chains Movie Discussion

Moderator: Courtney Karnes, Director, Access to Innovation, Silicon Valley Bank

Michael Lints, Executive Producer, Broken Chains; Partner, Golden Gate Ventures

Jotaka Eaddy, Founder & CEO, Full Circle Strategies

Nick Caldwell, VP of Engineering, Twitter

 

Discussion with Broken Chains Executive Producer, Michael Lints and cast members Jotaka Eaddy and Nick Caldwell. A personal and poignant documentary exploring the racial wealth gap and the underlying systemic barriers to black success, Broken Chains examines what it takes to "make it" in the face of a broken system and what needs to be done to create a more equitable system in the future.

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11:30 - 11:35 AM

Closing Remarks

Courtney Karnes, Director, Access to Innovation, Silicon Valley Bank

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11:35 AM - 12:30 PM

McBride Sisters Fireside Chat & Interactive Q&A

Moderator: Angela Morris Lovelace, Chief DE&I Officer, Silicon Valley Bank 

Robin McBride, President & Co-Founder, McBride Sisters Collection


With a mission to transform the wine industry, lead by example, and cultivate community, Robin McBride, in conversation with SVB’s Chief Diversity Officer, Angela Morris Lovelace, will share her journey to success as the largest Black-owned wine company in the United States. Discussion will be followed by interactive live Q&A.

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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

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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

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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

Yvette Butler

President, SVB Private Banking & Wealth Management

Yvette S. Butler is the President of SVB Private Banking & Wealth Management and brings more than 30 years of experience working with the tech industry’s top innovators and investors seeking to build wealth through alternative and concentrated personal investments.


Before joining SVB, Yvette launched a media fintech startup called Impart Media and continues to serve as a strategic advisor. Yvette was also President of Capital One Investing, the first large bank to build its own robo-advisor digital platform. Prior roles include Managing Director for Wells Fargo Advisors, Head of Investor Marketing for E*TRADE, and various positions at Merrill Lynch, McKinsey & Company and Charles Schwab.


Yvette is board member of Voya Financial and the Treasurer for the Washington Area Women’s Foundation. She is a member of the Executive Leadership Council, which advances the role and contributions of current and next-generation black corporate leaders, philanthropists, and has served on the University of Virginia Ridley Scholarship board.


In addition to her passion for banking, she is a champion for women and leadership development. In 2017, Yvette was named to The Washingtonian’s prestigious list of the Most Powerful Women in Washington and Savoy’s 100 Most Influential Black Executives in 2020.


Yvette holds an MBA from Stanford University and a Bachelor of Science degree in finance and management information systems from the University of Virginia.

Claude Grunitzky

CEO & Managing Partner, Equity Alliance

Claude Grunitzky is CEO and Managing Partner at the Equity Alliance, a New York-based fund of funds that invests in venture capital firms and early-stage ventures run by women and people of color. Born in Togo, Claude is also the founder of two media companies, TRACE and TRUE Africa. Over the past two decades, TRACE, which was funded by Goldman Sachs and successfully sold to European investors in 2010, has become one of the most popular youth culture media brands focused on Black culture. TRUE Africa is a Google-funded media tech platform championing young African voices and innovators all over the world. Claude also launched TRUE Africa University as a remote learning platform, which is currently incubated at MIT’s J-WEL (Jameel-World Education Lab), because he wants to help nurture Africa’s talent, those young people who will accelerate the continent’s sustainable development.


Growing up, Claude, who speaks six languages and carries three passports, was exposed to many different cultures. These foreign interactions shaped his transcultural philosophy and informed the creative energy of his ventures. Claude is a graduate of London University and MIT, where he obtained an MBA as a Sloan Fellow. He is also a visiting social innovator at Harvard Kennedy School’s Social Innovation + Change Initiative, where he lectures, leads workshops and helps graduate students develop business ideas for social enterprises. Claude is also an angel investor who has helped many young entrepreneurs launch their startups over the past decade. Claude sits on the board of Humanity in Action, a foundation that works internationally to build global leadership, defend democracy, protect minorities and improve human rights.

Hamet Watt

Founder & CEO, Share Ventures

Hamet Watt is an entrepreneur and investor immersed at the intersection of innovation, neuroscience,
wellness and design. He has co-founded three venture-backed companies, each with an
accompanying exit. Re-imagination has been a common theme across all of his ventures, whether
reimagining advertising with NextMedium, wellness with bLife, or reimagining the movie going
experience with MoviePass.


As the CEO and Founder of Share Ventures, Hamet is currently re-imagining the venture capital and
startup model. Bringing together teams of world-class entrepreneurs alongside experienced operators
within the venture studio, Hamet aims to create and fund multiple venture scale companies each year
innovating around the theme of human performance. In creating this new asset class, Hamet’s mission
is to have meaningful impact on the human experience while achieving exceptional returns. Share is
backed by leading venture capital firms, founders, and family offices.


Hamet began his investing career as Partner at the New Africa Opportunity Fund, the first US-backed
venture fund in post-apartheid South Africa. He continued on to become an Entrepreneur in Residence
at True Ventures, and for the past six years has served as a Board Partner at Upfront Ventures, which
has grown to become the largest VC fund in Southern California. In his commitment to innovation,
Hamet also serves as a Senior Advisor at the Boston Consulting Group, working with CEOs of large
corporations to innovate and build new entrepreneurial companies from within their corporate walls.

Marlene Orozco

Lead Research Analyst, Stanford Latino Entrepreneurship Initiative,

Stanford Graduate School of Business

CEO, Stratified Insights

Marlene Orozco is the Lead Research Analyst at the Stanford Latino Entrepreneurship Initiative at Stanford Graduate School of Business and CEO of Stratified Insights, a research consulting firm. She holds a PhD in Sociology from Stanford, a Master’s in Education Policy and Management from Harvard, and a BA from Stanford. As a mixed methods researcher by training, Marlene has over 250 hours of in-depth interview experience and quantitative expertise in big data. 

 

Through her public scholarship, Marlene’s research has been featured in over 100s of media outlets including Bloomberg, MarketWatch, Forbes, NBC News, CNN en Español, and Univision, among others. Marlene is the lead editor and co-author of an academic volume, Advancing U.S. Latino Entrepreneurship, has written academic publications in peer-reviewed journals like Small Business Economics, Social Science Quarterly and Qualitative Sociology, and authored several industry reports and research briefs. She has been previously named 40 Under 40, Top Young Professionals by Silicon Valley Business Journal and presented the Stanford Community Impact Award by the Stanford Alumni Association. 

 

Marlene’s work is guided by her passion for education and economic equity and exploring pathways of mobility for immigrants, women, and entrepreneurs from underrepresented backgrounds. As a founding board member of CRESER Capital Fund and an Illumen Capital Ambassador, she regularly coaches and provides expertise to reduce systems-level bias facing women and people of color who are entrepreneurs, fund managers, or in the finance industry.

Miriam Rivera

CEO, Co-Founder, Managing Director, Ulu Ventures

Miriam Rivera is CEO, co-founder and managing Director of Ulu Ventures, a top seed stage venture fund in Silicon Valley focused on IT startups. Previously, Miriam was vice-president/general counsel at Google, joining as the second attorney. Her work to simplify contracts helped Google scale from $85m to $10b in 5 years.


Miriam earned AB, AM and JD/MBA degrees from Stanford; was a trustee at the university and has been honored with the Stanford Medal, awarded to fewer than 1 percent of alumni. Miriam is on the investment committee of Acumen Fund America, is a Kauffman Foundation Board member and an advisor to the Launch with GS Advisory Council, a Goldman Sachs initiative to reduce the investing gap for Black and LatinX founders.

Richie Serna

CEO & Co-Founder, Finix

Richie Serna is the CEO and co-founder of Finix. Finix is a payments infrastructure provider for software companies that want to transform their business model by embedding payments into their product to create a better user experience for customers while adding an entirely new revenue stream.

Kofi Asante

VP of Strategy and Business Development, Elroy Air

Kofi is the VP of Strategy and Business Development at Elroy Air, an aerospace startup building an autonomous vertical take-off and landing system that can deliver 300 lbs of cargo over a 300-mile range. While at Elroy Air, Kofi has helped develop strategic partnerships with NASA, Lockheed Martin, World Economic Forum, Air Force, Embraer, and many Fortune 500 corporations. Elroy Air's mission is to improve the quality of life around the world by expanding the reach of express logistics. Elroy Air Video.

 

Prior to Elroy Air, Kofi was a part of Uber's Advanced technology strategy group team which launched Uber freight.  During his time at Uber freight, Kofi built an Uber entity he named "Powerloop" which decreases wait time for drivers and enables high utilization for autonomous trucks. The division is now expanding nationwide enabling drivers to seamlessly "loop" to their next load utilizing their "power" unit. The program has helped thousands of drivers maximize their workday and come home early to their families all at the same time. Powerloop Video.

 

Kofi currently serves as a venture partner at Rackhouse Ventures. Kofi also serves as an Advisor to the FVLCRUM Private Equity Fund and a board member at the Tufts Entrepreneurship Center. His ventures both at Uber and Elroy Air have been featured in the Wallstreet Journal, PBS, Techcrunch, Forbes, and Business Insider.

 

Daryn Dodson

Managing Partner, Illumen Capital

Daryn is a passionate advocate of social and economic justice, especially for disadvantaged and marginalized groups. His work with impact investors, private equity funds, Fortune 100 companies, universities and foundations has been viewed through the lens of addressing the world’s most pressing social and environmental problems.


Daryn previously led the Special Equities Program as a consultant to the Board of the Calvert Funds, a $12 billion pioneer of the impact investing field. Through this vehicle, Calvert maintains a portfolio of more than 40 funds on five continents, representing over 350 underlying portfolio companies.  Prior to serving as a consultant to Calvert, Daryn served as Director of University and Corporate Partnership for The Idea Village, where he created a platform engaging leading private equity firms, business schools, and Fortune 500 companies to invest over 100,000 hours and $2 million into more than 1,000 New Orleans entrepreneurs post-Hurricane Katrina.


Mr. Dodson currently serves on the Board of Directors for Ben and Jerry’s.  He earned his M.B.A. from Stanford, where he serves on the Dean’s Management Board, and his A.B. from Duke University.

Paula Pretlow

Trustee, the Kresge Foundation, Weinberg Foundation and Northwestern University

Board director and investment executive, Paula Pretlow, built her career helping company leaders maximize shareholder and stakeholder value—personally delivering half-a-billion dollars in revenue and building relationships with many of the world’s largest institutional investors.


Today, Paula serves as Independent Trustee and Audit Committee Chair for Cion Ares Diversified Credit Fund and Independent Director for Ares Dynamic Credit Allocation Fund (NYSE: ARDC); Independent Board Director for Bitwise Industries: and Independent Board Director for Vroom (NASDAQ: VRM). Paula’s board service has also included The Harry & Jeanette Weinberg Foundation, Northwestern University, and The Kresge Foundation, as well as the San Francisco Symphony and Congregation Emanu-El in San Francisco. Collectively, her board experience spans executive, nominating and governance, investment, finance, and audit committees, with matters including executive performance, compensation and succession planning; board candidate vetting and selection; conflict resolution; annual/strategic planning; policy and procedure development; diversity recruitment; and compliance and reporting.


Paula began her finance and business development career at Wells Fargo Bank, before moving to GATX Capital, where she played a pioneering role in the creation of a secondary market in capital equipment leases and portfolios. She then transitioned to Wall Street, working on the bond desk at Credit Suisse and later moving into investment management with AXA Rosenberg, and subsequently, BlackRock. Prior to retiring from the investment field, Paula spent twelve years at the $2.1T privately held investment firm, The Capital Group, where she led the public fund team and managed her own client base representing $700B+ in combined assets.


A long-time resident of the San Francisco Bay Area, Paula's passion for developing new generations of leaders translates beyond the board room, with her work in higher education and philanthropy, centering on inclusive environments. Paula is a supporter of live theater and music, and an avid traveler with interests in emerging countries and off-the-beaten-path adventures. As a speaker, Paula frequently presents on Leadership, Diversity, Equity & Inclusion, and has been privileged to share the program with women including Julie Lythcott-Haims, Ali Wentworth, and Gloria Steinem. Paula is currently writing stories about her life and has discovered a hidden talent: improv!

Jim Casselberry

Chief Investment Officer, 4S Bay

With over 25 years of experience in the investment management and investment consulting industry, I have an extensive breadth of experience in all aspects of the institutional investment management industry. I have designed, managed, consulted and implemented scores of investment policies, programs and strategies. I have also managed and founded many different investment management platforms.


In my roles of CEO, CIO, portfolio manager, fund manager, principal consultant and advisor, I have individually or in concert with colleagues: raised over $4 billion from institutional investors for traditional and alternative investment management strategies; Invested more than $50 billion in aggregate transactions both private and public in debt, equity and alternative investment securities; co-managed the continuing asset allocation structure and strategic plan for a large foundation; authored research papers on the role of private equity funds for institutional investors; established and revised investment policy for several large public and private agencies; and I have provided consulting advice and coaching to many business owners and c-suite level executives.

 

Michael Lints

Executive Producer, Broken Chains

Partner, Golden Gate Ventures

Michael Lints has over 20 years of experience helping innovative businesses obtain the resources, insights, and expertise they need in order to be successful. Michael has been a startup operator, investor, and mentor, and is currently a Partner at the Singapore-based venture capital firm Golden Gate Ventures. He joined the firm in 2013 and is currently leading growth venture efforts, which include LP fundraising and portfolio management for Golden Gate Venture's investments at Series B and beyond.


Michael’s entrepreneurial journey began in 2000 when he co-founded an IT managed services startup in Europe that was acquired by a large data and telecom company six years later. In 2007, Michael founded a venture fund focused on Dutch small- and medium-sized enterprises to help them with capital financing, business development, and strategy. During the same period, he was invited to join the Economic Development Board Rotterdam as Vice Chairman. In that role, he launched the Young Economic Development Board where he brought together a highly influential Dutch network to develop a sustainable framework for public-private relationships that increased local business investment while leveraging the public infrastructure.


Michael has helped support firm and portfolio-level priorities that have spanned fundraising, capital allocation, and corporate development. He has helped to raise over USD $60M for Golden Gate Ventures and its portfolio companies, including helping to raise later stage rounds from external investors as well as leading two early strategic acquisitions.


Outside of work, sport is an essential part of Michael’s life. He is a former member of the Dutch karate team and the former ambassador for Treknology (Trek bikes distributor in Singapore). Michael actively participates in Ironman 70.3 races and marathons. He is also passionate about social justice and uses sport as a vehicle to raise awareness for important issues such as civil rights, economic opportunity, and education. Besides sport, Michael is an active writer and writes articles regarding life, balance, and venture capital on michaellints.com.

Jotaka Eaddy

 

Founder & CEO, Full Circle Strategies

Described by TechCrunch and Forbes Magazine as "Silicon Valley's Oliva Pope", Eaddy brings more than 18 years of experience as an organizer, strategist and changemaker.

Jotaka is the founder and CEO of Full Circle Strategies, a social impact and political consulting firm. Eaddy previously served as the VP of Policy and Strategic Engagement for LendUp where Eaddy's team is also responsible for measuring how LendUp's products benefit consumers, such as saving customers more than $244 million in fees and interest to-date, and creating a series of financial education courses that have been viewed more than 2.1 million times. Additionally, Eaddy’s portfolio includes strategic partnerships with elected officials, consumer advocates, and other key stakeholders.

Eaddy has led major initiatives aimed at bridging the gap between Washington DC and Silicon Valley, including fostering major partnerships between Silicon Valley based companies and the government/ non profit sector at the federal, state, and local level resulting in education and social impact initiatives that have reached more than 2 million consumers served by the tech industry.  Committed to social impact and social justice; Jotaka serves as a board advisor to several tech start-ups including Maker’s Row, Inc.; Gauge, Inc., and Hustle, Inc.

From 2009-2014, Eaddy served as Senior Advisor to the President & CEO of the NAACP. Within that capacity she directed external affairs and strategic initiatives on behalf of the Office of the President and CEO and led the NAACP’s strategy to defend and expand access voting rights.

In 2004 she directed the national and international advocacy campaign against the juvenile death penalty in the United States. Those efforts contributed to the 2005 landmark US Supreme Court decision Roper v. Simmons which abolished the juvenile death penalty in the United States.

Nick Caldwell

VP of Engineering, Twitter

Nick Caldwell is VP of Engineering at Twitter, overseeing a 700 person team responsible for consumer experiences. He also recently joined HubSpot, a publicly traded company specializing in CRM, as a member of the corporate board.  Previously he was Chief Product and Engineering Officer at Looker (acquired by Google) and VP of Engineering at Reddit. He also spent 13 years at Microsoft, culminating in a role as General Manager of the Power BI product family where he rapidly transformed the company's business intelligence suite. 

 

Nick holds a degree in computer science and electrical engineering from MIT, an MBA from U.C. Berkeley Haas, and holds 10 patents related to natural language processing. Nick’s charitable work includes board membership for /dev/color: a non-profit whose mission is to maximize the impact of Black software engineers, and founding Color Code: a scholarship fund dedicated to future leaders of color in technology fields.

 

Nick is a native of P.G. County Maryland, but is happy to call San Francisco home.

Courtney Karnes

Director, Access to Innovation, Silicon Valley Bank

With over 17 years of experience building strategies to engage multiple stakeholders in addressing some of the most pressing societal issues, Courtney joined SVB in 2017 to establish and expand SVB’s signature program, Access to Innovation. The mission of Access to Innovation is to build a more diverse, equitable, and accessible innovation economy for all.  Her work at SVB stretches across the breadth of innovation; partnering with founders, investors, rising and thriving professionals, as well as corporations to address and tackle opportunities to fuel diversity and drastically increase representation.

 

Courtney has a long-standing passion for building partnerships that address big problems. Prior to joining SVB, she spent her career working in the nonprofit sector raising funds to support advancements in cancer treatments. Serving as an executive at the Leukemia & Lymphoma Society, she devoted her talents to major gifts fundraising, business development, and culture transformation. During this time, she regularly inspired by diagnostic and therapeutic advancements; in her current role, she finds it gratifying to focus her work on increasing equity and access. 

 

Outside of work, Courtney enjoys anything involving fresh air and exercise. The pandemic inspired her to tackle her lifelong goal of learning to surf and inspired her to join the Board of City Surf Project, an organization that provides equitable access to the ocean. Writing, hiking, reading, and adventuring with her three daughters fill spare moments, but is said to always make time for great conversation… and fun. 

Robin McBride

President & Co-Founder, McBride Sisters Collection

Since starting their wine business in 2005, Robin and her Sister Andréa have grown McBride Sisters Collection Wines to become the largest Black-owned wine company. The vision of becoming the leaders of food and wine culture for the women of today has fueled the success of the company’s three core brands: McBride Sisters Black Girl Magic, SHE CAN Wines and McBride Sisters Collections. Robin’s mission is to transform the industry, lead by example and cultivate community, one delicious glass of wine at a time. A native Californian, born in LA and raised in the Central Coast’s abundant agriculture region of Monterey, Robin currently resides in the Bay Area with her twin sixteen-year-old sons, Angelo and Domenic. Her daughter Daneia has joined the company bringing her expertise in digital marketing to supercharge the family business. Robin’s personal passion is the McBride Sisters SHE CAN Fund, which is dedicated to the professional development of women in wine & spirits and other male-dominated fields.

Angela Morris Lovelace

Chief Diversity, Equity & Inclusion Officer, Silicon Valley Bank

Angela Morris Lovelace is the Chief Diversity, Equity & Inclusion (DEI) Officer for Silicon Valley Bank. In this role, she serves as the chief strategist for DEI initiatives globally, focused on fostering an environment that offers equitable and fair growth opportunities for more than 4,000 employees, while also sharing diverse perspectives and expertise with SVB’s clients.


Angela joined SVB in 2020 after spending 16 years at Bank of America where she served in various leadership roles in Human Resources, DEI and Information Security.


Angela graduated from Tuskegee University with a Bachelor of Science in Accounting and completed the ASCENT Executive Leadership Program at Tuck School of Business at Dartmouth. Angela lives in Charlotte, NC with her husband and two sons.

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 Adriane Powell, apowell@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.

This information and materials contained in this communication are being provided to you for informational purposes only and are not intended to be an offer, recommendation or solicitation to purchase or sell any security or product or to employ a specific investment strategy. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company (“SVB”) does not represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment.    


Any comments or statements in this message do not necessarily reflect those of SVB. This message may not be reproduced, redistributed or disseminated, without the prior written consent of SVB.

    

SVB, its affiliates, employees, SVB Wealth LLC investment adviser representatives and SVB Investment Services Inc. registered representatives do not provide, and nothing contained herein should be construed as legal, tax or accounting advice. Prior to making any investment or financial decisions, an investor should consult their own legal and/or tax advisors for individualized advice that takes into account all of the particular facts and circumstances of an investor’s own situation.    


Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.   


The term “SVB Private” is the marketing brand name for the private banking, lending, brokerage and wealth management and investment advisory services offered by the following First-Citizens Bank & Trust Company divisions, subsidiaries, or affiliates: Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, SVB Investment Services Inc., and SVB Wealth LLC. Each legal entity is subject to distinct regulatory requirements and certain products and services may not be available in all jurisdictions or to all client types.    


SVB Wealth LLC (“SVBW”) and SVB Investment Services Inc. (“SVBIS”) are wholly owned, non-bank subsidiaries of First-Citizens Bank & Trust Company. Neither SVBW nor SVBIS is a chartered bank, trust company or depository institution.      


Banking, lending, and trust products or services are offered by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Wealth management and investment advisory services are offered through SVBW, an SEC-registered investment adviser. Detailed information on the services offered through SVBW is contained in the SVBW Form ADV Brochure which can be obtained at adviserinfo.sec.gov or from your SVBW investment adviser representative. Brokerage products and services are offered through SVBIS, a registered broker-dealer, Member FINRA and SIPC. To learn more about SVBIS, please review the SVBIS Client Relationship Summary.    


There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. For more information about these services and their differences, speak with your SVBW investment adviser representative.  Not all products/services are offered by all investment adviser representatives of SVBW or registered representatives of SVBIS, and not all investment adviser representatives of SVBW are registered representatives of SVBIS.    


Wealth management and investment advisory services offered by SVBW, and brokerage products and services offered by SVBIS are:    


•     NOT FDIC INSURED 
•     NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY 
•     NOT BANK GUARANTEED 
•     NOT A BANK DEPOSIT 
•     MAY LOSE VALUE 


All loans provided by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941.   


The information in this e-mail is intended solely for the attention and use of the named addressee. This message or any part thereof must not be disclosed, copied, distributed, or retained without authorization of the addressee. If you believe you have received this in error, please contact us. 


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 policies, please contact us by email Privacyoffice@svb.com Also read about our cookie policy.  


 ©2024 SVB Financial Group. All rights reserved. SVB, SILICON VALLEY BANK, SVB PRIVATE, and the chevron device are trademarks of SVB Financial Group. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC. SVB Private 2770 Sand Hill Road Menlo Park, CA 94025. 


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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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