IPO 2.0: New Strategies & Tools for Successful IPOs
In Today's Capital Markets

Friday July 29, 2011 8:30 - 11:30 AM 

Rosewood Sand Hill, Menlo Park, CA

Jeffrey Jordan, General Partner, Andreessen-Horowitz
& Executive Chairman, OpenTable 

& IPO Experts: NASDAQ, Wasatch Advisors, O'Melveny & Myers & Equidity
 

• The capital markets changed from investing to trading domination over a decade ago, with devastating effects on younger companies. How have you changed your IPO strategies?        

• Why should companies manage their Shareholder Base Composition, and how does this affect IPO and Aftermarket valuations?

• What is IRM (Investor Relationship Management) and why should companies invest in developing this functionality years prior to an IPO or liquidity event?

After more than a decade, it is now clear that the IPO markets have undergone permanent, structural changes, and not simply market cycles that will naturally revert. Entrepreneurs and venture capitalists invest long-term to create value, yet today’s markets are dominated by high-volume, high-velocity trading, that is changing shareholder base composition and turnover.
 
Few realize that financial marketing and IRM (Investor Relationship Management) are necessary and powerful tools for managing a company's financial products that produce equity value. This seminar will review practical information on how the markets have changed and how to to build an effective internal IRM function for optimal late-stage fundraising, IPOs and aftermarket performance. SEC and other regulatory considerations will be reviewed, and Equidity's Investors Network and NASDAQ's IR solutions will be introduced so that companies can maximize shareholder value despite today's trading logistics.
 
  
8:30 AM -   Check in & Continental Breakfast
9:00       -   Welcome: Marianne Baldrica, Regional Vice President NASDAQ OMX
9:05       -   Background on Capital Markets Infrastructure Changes,
                  Mona DeFrawi, CEO, Equidity
9:15       -   Fireside chat with Jeff Jordan, General Partner, Andreessen-Horowitz,
                   Executive Chairman OpenTable
10:00     -   Audience Q & A
10:15     -   Panel:
                  - Karin McKinnell, Senior Managing Director,
                    Global Equity Capital Markets NASDAQ OMX
                  - Peter Healy, Partner, O'Melveny & Myers
                  - Gene Podsiadlo, Vice President & Board of Directors, Wasatch Advisors
                  - Mona DeFrawi, Moderator 
11:15      -  Audience Q & A
 
Topics Covered:

• What are the Capital Markets' infrastructure shifts that underlie today's markets’ trading domination?
• How can companies maximize shareholder value & encourage investing where trading dominates?
• What is IRM and how can it offer solutions and control?
• What is shareholder base composition and how does it affect your stock trading?
• How can NASDAQ tools help? What business intelligence sources are unique to the NASDAQ listed companies? How can these be used to support pre-IPO IRM and best IPO results?
• What are the regulations and limitations that companies must be aware of to manage their IRM well? (disclosure, general solicitation, quiet periods, etc.)