Agenda 2004

Agenda - October 12 & 13, 2004

FSVCA ANNUAL CONFERENCE AGENDA
Hosted by: RBC Technology Ventures, Inc. Toronto, Canada

Day 1: October 12, 2004

2:00 p.m. - 5:00 p.m.

Pre-session for Corporate VCs

Topics:

Structure - fund versus annual commitments
Compensation - carried interest or bonus
Hurdle rates
Mandates - ROI or strategic
Investment Committee structures
Governance of investee companies - board seat or observer
Focus areas
Branding - bank or independent brand
Partnership - third party LPs or single LP

5:00 p.m. - 5:30 p.m.

Break

5:30 p.m. - 6:00 p.m.

Cocktail Reception

6:00 p.m.

Dinner

Day 2: October 13, 2004

8:00 a.m. - 8:30 a.m.

Continental Breakfast

8:30 a.m. - 9:00 a.m.

Member Introductions

9:00 a.m. - 9:15 a.m.

Panel Introductions

9:15 a.m. - 10:30 a.m.

Technology Roundtable: Emerging IT Trends and Priorities for Financial Services Companies, Part I

Moderator:	Mark Greene, GM, IBM Banking Industry
Panelists:	Carmine Lizza, CIO, Lazard Asset Management Roy Lowrance, CTO, CapitalOne Dick Swadley, EVP IT Infrastructure, RBC Bob West, CISO, Fifth Third Bank

10:30 a.m. - 11:00 a.m.

Break

11:00 a.m. - 12:00 p.m.

Technology Roundtable: Emerging IT Trends and Priorities for Financial Services Companies, Part II

12:00 p.m. - 1:00 p.m.

Lunch

1:00 p.m. - 2:30 p.m.

Deal Flow Exchange: Each participating firm to share one or two investment opportunities that they are pursuing

Review:

Company
Industry
Competition
Expected deal structure

Objective:

Feedback on opportunity
Co-investor interest
Interest in company as a customer

2:30 p.m. - 3:30 p.m.

Wrap-up, Feedback and Planning for Next Meeting

	2010 Event
	Date: November 30, 2010 Location: McLean, Virginia
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