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SoCal Startup Day, Feb 26 2020

Here are the Investor speakers from our Sold-Out Philadelphia VC and Angel Investor Roundtable, sponsored by McCarter & English, WeWork, Seasons Pizza, Contap, InList, ARC Angel Fund. This event was in WeWork on Thursday, January 17, 2019..

David J Sorin Partner McCarter English Read the full profile for David J here!

Dave Sorin is an office managing partner and the head of the Venture Capital and Emerging Growth Companies practice at McCarter & English. He focuses his practice primarily on privately- and publicly-owned startup, early stage, emerging growth, and middle market technology, tech-enabled and life science enterprises, as well as the investors, executives, and boards of directors who support and lead them. Dave has a long track record of successful representation of growth companies, having been repeatedly recognized by well-known periodicals for a unique combination of legal acumen and sound business judgment. He also brings to bear his broad range of knowledge and experience in counseling enterprises and investors in diverse emerging growth markets, technology industries (including software, information technology, artificial intelligence, VR/AR, FinTech, e-commerce, and communications), and life sciences. Many of the companies he represents are well-known names throughout the Mid-Atlantic region. Under his leadership, McCarter is recognized as one of the most active law firms regionally, nationally and globally according to PitchBook (3rd in the East, 8th nationally, 9th globally, 8th in enterprise software and 6th (tied) in global early stage company deals). In 2017, Chambers, the definitive publisher of law firm and lawyer rankings, named him one of the top lawyers in the country in its inaugural rankings of venture capital and emerging growth company lawyers.

Jack Taylor Senior Associate Touchdown Ventures Read the full profile for Jack here!

Jack is a Senior Associate at Touchdown Ventures, joining the team in 2017 and focusing on investments in the Internet of Things (IoT) and physical security sectors. Before Touchdown, Jack gained operating experience at Personal Capital, a venture-backed startup in Silicon Valley, and was co-founder and President of the Philadelphia InSITE Fellowship chapter while attending business school. Prior to that, he spent time in the New York venture ecosystem evaluating investment opportunities at Laconia Capital Group, New York Angels, and Virgil Capital. Jack previously worked at the Royal Bank of Scotland where he specialized in short-term interest rate products. Jack holds a BA in History from Duke University and MBA from The Wharton School at the University of Pennsylvania, where he graduated with honors as an Entrepreneurial Management and Marketing & Operations major.

Rick Genzer Investment Director Ben Franklin Technology Partners Read the full profile for Rick here!

Rick has been involved in business leadership and technology since 1986 in roles ranging from software engineer to executive vice president and CTO. His direct functions and activities during this time include hands-on software development, systems architecture, product & project management, online services, business development, financial services, monetizing web-content, electronic commerce, due diligence for M&A activity and leadership in various content-orientated and high technology application development initiatives. From 2000-2016, he stitched together proven leadership skills, business acumen and deep technology experience into a successful management consulting practice serving a wide range of technology companies throughout the US. Today Rick proudly serves as an investment director for the IT vertical at Ben Franklin Technology Partners of Southeastern PA

Stephen McGovern, Senior Associate, Eos Venture Partners LLC

Stephen joined Eos in 2016 and is based at Eos’ US office in Philadelphia, PA. He works on Eos’ investment team in deal sourcing, evaluation and execution.

Prior to Eos Stephen worked as a Senior Associate at Jaguar Capital Partners I, L.P., sourcing and evaluating deals in the insurance and InsurTech sectors. He has experience in the P&C and L&H industries working in Business Development, Corporate Finance, Product Strategy, Management Consulting and Market Analysis. Stephen has also led financial transformation initiatives, managed both buy and sell-side due diligence, overseen corporate finance, budgeting and product R&D.

David Magerman Managing Partner Differential Ventures Read the full profile for David here!

David Magerman is a managing partner at Differential Ventures. He is an experienced hedge fund manager, computer scientist, and angel investor. He has a PhD in Computer Science from Stanford University. His thesis on Natural Language Parsing as Statistical Pattern Recognition, published in 1994, was an early and successful attempt to use large-scale data to produce fully-automated syntactic analysis of text. After graduating, he spent the entirety of his career at Renaissance Technologies, widely recognized as the best quantitative hedge fund management company in the world. He helped found the equities trading group at Renaissance, joining the group in its earliest days, playing a lead role in designing and building the trading, simulation, and estimation software. On an extended garden leave from quantitative finance, he is looking to use his data science, software development, and statistical modeling expertise to help Israeli startups succeed in the global marketplace.

RJ Lewis Angel Investor Delaware Crossing Investment Group Read the full profile for RJ here!

R.J. Lewis is the Founder and CEO of eHealthcare Solutions (EHS). eHealthcare Solutions delivers audiences and drives digital innovation for both advertisers and publishers with 400+ properties. EHS exclusively represents 85 high-quality healthcare publishers. The EHS vision is to aggregate niche audiences for the measurable benefit of both marketers and publishers with 400+ pr. EHS was previously named a PM360 Trailblazer Company of the Year and Mr. Lewis was previously named to the PharmaVOICE 100 list of most inspiring leaders in life sciences. R.J. also co-founded Ad-Juster, a thriving technology company focused on online discrepancy management serving more than half of the comScore top 100 web publishers. Ad-Juster was named to the INC 500 list (#186) of fastest growing private companies in 2013, 2014, and 2015. R.J. has been angel investing since 2009, and has been an active member of Delaware Crossing Investment Group since 2011. R.J. Lewis earned his MBA in 1999 in Marketing and Information Systems from the Stern School of Business at NYU.

Katherine O'Neill Executive Director JumpStart New Jersey Angel Network Read the full profile for Katherine here!

Katherine O’Neill is the Executive Director for JumpStart New Jersey Angel Network, a member led angel investor group that invests in early stage high growth companies in Mid-Atlantic region, and an investor in technology businesses. She currently serves on the Board of the Angel Capital Association ACA the national organization representing angel investor groups in North America. She recently was the Program Chair of the ACA National Leadership Conference held in 2010. Katherine represents the ACA at both national and international events. Katherine is a member of the NJ Economic Development Authority Edison Fund Advisory Board, Ben Franklin Technology Partners of SEPA Advisory Board, NJ Technology CFO Advisory Board, Princeton University MIRTHE Investment Focus Group and Rutgers Innovation Park Advisory Board. In recent years she has spoken at and judged business plan competitions both regionally and nationally at events such as IMPACT, Astia, Microsoft BizSpark NYC competition, Tri State Donald W. Reynolds Cup, Princeton University Jumpstart Innovation Forum and Start Up Weekend Princeton.

Katherine is a seasoned financial executive and investor in early stage enterprises with extensive experience in start up and entrepreneurial operations as well as operational experiences in a diverse range of businesses. She has particular expertise developing technology-based business as well as strategic business plans. She has extensive multinational experience and financial operation management and knowledge of healthcare pharmaceuticals, information systems, e-commerce and social media. She is the president of O’Neill Associates and consults with technology companies and acts as interim CFO.

Carter Caldwell Principal Penn Fund Read the full profile for Carter here!

As the Penn Medicine Co-Investment Fund’s Program Director, Carter drives the fund’s investments in the cell therapy, gene therapy, and connected health sectors. Utilizing multiple decades of experience as both an entrepreneur and an investor, he sources investment opportunities, manages relationships with co-investors, completes due diligence, and supports the governance of the funded companies.
Carter has spent much of his career in private equity and has been particularly focused on spearheading new investment efforts within the Healthcare IT, SaaS and Enterprise Software, AI, and Fintech industries, among others. He was previously a Managing Director with Cross Atlantic Capital Partners, a venture capital firm with 4 funds and over $500 million under management.

Michael Kelley Founding Member ARC Angel Fund Read the full profile for Michael here!

For more than 13 years, Michael Kelley has been executing and managing principal investments in venture capital and real estate. He is the founder and principal of Formation Capital, Inc. (“Formation”), which currently manages in excess of $50 million in equity invested in 30 investments. Formation’s venture portfolio includes Foxfire Printing and Packaging, iProcess Online and Performance Systems Development. Formation also manages investments in multi-family developments utilizing the Low-income Housing Tax Credit. At Formation he personally developed an online fund management system that allows all stakeholders to collaborate, upload or access information based on permissions. Prior to Formation, Mr. Kelley was a principal with HK Special Situations Group, where he provided advisory services to the US Small Business Administration regarding a troubled Small Business Investment Company. He was also a principal with GSA Management and with Intrust USA. At Intrust he was responsible for raising and investing 4 real estate tax credit funds and one venture capital fund. In addition to serving as the Chairman of the Board of Directors of the Delaware Innovation Fund, Mr. Kelley sits on the boards of Foxfire Printing, Early Stage East, and the Metropolitan Wilmington Urban League. Mr. Kelley received his BA degree in History magna cum laude from the University of Delaware.