2016 JEGI MEDIA & TECHNOLOGY CONFERENCE · 2016-01-13 · 2 Transformational Growth through Innovation + Change Transformational Growth through Innovation Change 3 Greetings, Welcome

2016 JEGI MEDIA & TECHNOLOGY CONFERENCETransformational Growth through Innovation + ChangeJanuary 14, 2016 Time Warner Center, NYC#JEGICONF16

2 Transformational Growth through Innovation + Change www.jegi.com www.jegi.com 3Transformational Growth through Innovation + Change

Greetings,

Welcome to JEGI’s 12th Annual Media & Technology Conference, focused on “Transformational Growth through Innovation + Change”. We are pleased that you could join us for this prestigious event, bringing together a record-setting audience of more than 400 senior executives from across the global media, information, marketing, software and tech-enabled services sectors.

JEGI is excited to present an impressive roster of world-class speakers, who will share their views and insights on the continuing impact of technology, mobile and data on the core industries we serve. Companies leading these markets are transforming their models at a rapid pace and are looking to M&A to help drive growth and fill gaps in their product and service offerings. We look forward to hearing from many such companies today.

We are also delighted to unveil our new logo, brand colors, marketing materials and web site, in conjunction with Clarity, our UK investment banking partner. The new branding speaks to the evolution of both firms, our global positioning and coverage of core markets, as well as the growing strength of our exclusive strategic partnership, which launched in 2012 and generated four transactions in 2015.

Our goal today is to share new ideas and opportunities, while giving you time to network with noteworthy senior executives and investors you might not otherwise meet. As such, we hope you come away from this afternoon’s event with at least three compelling ideas to follow up on, not to mention new contacts to re-connect with in the days and weeks ahead.

As always, we are extremely grateful to our blue-chip sponsors for their wonderful support; they include The Boston Consulting Group; Intralinks; Koller Search Partners; and Morgan Lewis. We would also like to thank our speakers for contributing their time and effort to our program.

We are delighted that you could join us today and hope you can spend at least a few minutes with one of JEGI’s leaders.

Sincerely,

Wilma H. JordanFounder & CEOJEGI

WE MAKE YOUR FUTURE SUCCESS OUR BUSINESS

2016 JEGI MEDIA & TECHNOLOGY CONFERENCEJANUARY 14, 2016, TIME WARNER CENTER, NYC

WELCOME MESSAGE#JEGICONF16

The Boston Consulting Group (BCG) is a global management consulting firm and the world’s leading advisor on business strategy. BCG partners with clients in all sectors and regions to identify their highest-value opportunities, address their most critical challenges, and transform their businesses.

BCG’s customized approach combines deep insight into the dynamics of companies and markets with close collaboration at all levels of the client organization. This ensures that our clients achieve sustainable competitive advantage, build more capable organizations, and secure lasting results. Founded in 1963, BCG is a private company with over 80 offices in 46 countries.

Antares Capital is the leading provider of financing solutions for middle-market, private equity-backed transactions. For more than 25 years, and with approximately 300 dedicated professionals, Antares has helped its private equity sponsor clients grow their businesses by offering innovative financing solutions. Antares has provided more than $120 billion in financing over the past five years. In fact, every year since 2009, the Company has provided more capital and closed more transactions for middle-market sponsors than any of its competitors. When clients choose Antares to arrange their TMT financing, they benefit from industry-leading expertise, as well as a longstanding philosophy of delivering for its clients – consistently, predictability, and reliably – in good times and challenging ones, from start to finish.

Intralinks Holdings, Inc. (NYSE: IL) is a leading, global technology provider of enterprise collaboration solutions. Through innovative Software-as-a-Service solutions, Intralinks solutions are designed to enable the exchange, control, and management of information between organizations securely and compliantly when working beyond the firewall.

More than 3.1 million professionals at 99% of the Fortune 1000 companies have depended on Intralinks’ experience. With a track record of enabling high-stakes transactions and business collaborations valued at more than $23.5 trillion, Intralinks is a trusted provider of easy-to-use, enterprise strength, cloud-based collaboration solutions.

Morgan Lewis provides comprehensive litigation, merger and acquisition, finance and restructuring, regulatory, intellectual property, and employment and benefits legal services to corporate clients in many industries and markets, including media, technology and information. We craft and execute business and industry-specific strategies that address the full scope of our clients’ challenges and opportunities.

Founded in 1873, Morgan Lewis offers 725 partners and nearly 2,000 lawyers, working in 28 offices across the globe – as well as scores of patent agents, benefits advisers, regulatory scientists, and other specialists. The firm is unified in its long-held service philosophy that every action of its attorneys, in every representation, is driven first and foremost by achieving the immediate and long-term business goals of each client.

John RoseSenior Partner & Managing [email protected]+1 212 446 2616www.bcg.com

Sean SullivanManaging [email protected]+1 212 370 8052www.antares.com

Cameron GoldbergSales Manager, [email protected]+1 212 543 7754www.intralinks.com

Charles E. EngrosGlobal Leader of Corporate & Business [email protected]+1 212 309 6000www.morganlewis.com


SPONSORS#JEGICONF16

Edward Koller IIIManaging [email protected] +1 212 763 1523www.kollersearch.com

Koller Search Partners (formerly the Howard-Sloan-Koller Group) is the trusted retained executive search partner for companies looking to build winning leadership teams within the digital, technology, media, information/data, and advertising industries.

We are a full-service boutique firm with a highly-focused, proactive approach, providing both a national and global presence. We are experts in our industries and serve as the go-to, trusted career advisor for top leadership talent. We deliver unsurpassed results and have completed more than 2,000 executive-level searches, with a 90% completion rate. We find the right hire and Deliver Leaders to our clients, and we have done it successfully for 25 years.


11:30am – 12:30pm Registration and Lunch

12:00pm – 12:05pm Opening Remarks Wilma Jordan, Founder & CEO | JEGI

12:05pm – 12:40pm Sector Insights Amir Akhavan, Managing Director | JEGI Sam Barthelme, Director | JEGI Paul Cooper, Partner | Clarity Tolman Geffs, Co-President | JEGI Scott Peters, Co-President | JEGI Joseph Sanborn, Managing Director & Co-Head of Technology Banking | JEGI

12:40pm – 1:10pm Opening Keynote Fireside Chat Moderator John Rose, Senior Partner & Managing Director | BCG Keynote David Calhoun, Executive Chairman | Nielsen

1:10pm – 1:45pm Panel: The Changing Role of Media Vs. Data Moderator Tolman Geffs, Co-President | JEGI Panelists George Gallate, EVP & Chief Marketing Officer | Merkle Jay Habegger, Chief Executive Officer | OwnerIQ John Nardone, Chief Executive Officer | Flashtalking Rob Norman, Global Chief Digital Officer | GroupM (WPP)

1:45pm – 2:00pm Major Legal Trends for 2016 Rob Dickey, Partner | Morgan Lewis

2:00pm – 2:30pm Break

2:30pm – 3:05pm Panel: The New Moguls of Media Driving Innovation Moderator Joe Ripp, Chairman & CEO | Time Inc. Panelists Rebecca Darwin, President & CEO | Garden & Gun Will Lee, Digital Editorial Director | People Adam Sandow, Chairman & CEO | Sandow


AGENDA#JEGICONF16


AGENDA#JEGICONF16

3:05pm – 3:30pm Mid-Day Keynote Fireside Chat Moderator Jeff Becker, Managing Director & Co-Head of Technology Banking | JEGI Keynote Stephan Scholl, President | Infor

3:30pm – 4:05pm Panel: The Intersection of Data & Sales Technology: Driving Revenue Across the Enterprise Moderator Amir Akhavan, Managing Director | JEGI Panelists Umberto Milletti, Founder & CEO | InsideView Steve Pogorzelski, Chief Executive Officer | Avention Penry Price, VP of Global Sales, Marketing Solutions | LinkedIn Andrew Yates, Chief Executive Officer | Artesian Solutions

4:05pm – 4:25pm Company Spotlight: kyu Michael Birkin, Chief Executive Officer | kyu (Hakuhodo)

4:25pm – 5:00pm Panel: Key Trends in the Financial Markets Moderator Scott Peters, Co-President | JEGI Panelists Jacques Galante, Managing Director | Leeds Equity Partners Matt Harris, Managing Director | Bain Capital Ventures Matthew Lyness, Senior Managing Director | Antares Capital Ryan Milligan, Partner | ParkerGale Matt Porzio, VP of Strategy & Product Marketing | Intralinks

5:00pm – 5:30pm Closing Keynote Fireside Chat Moderator Wilma Jordan, Founder & CEO | JEGI Keynote Paul Papas, Global Leader | IBM Interactive Experience

5:30pm – 7:00pm Closing Remarks and After Party Featuring the Oscar Perez Quintet

To view the full biographies of today’s speakers, please visit JEGI’s event page: www.jegi.com/resources/conference/


Our industry and M&A expertise, deep global network of buyers and investors, and exceptional tenacity has helped us maximize value for the many clients we serve.


RECENT TRANSACTIONS#JEGICONF16


RECENT TRANSACTIONS#JEGICONF16

FCBI’s TU-Automotive is the global leader in the B2B automotive technology events and information sector.December 2015

HAS SOLD

TO

December 2015

World 50 is an exclusive, invite-only peer-to-peer network and knowledge exchange platform serving senior executives.

A PORTFOLIO COMPANY OF

HAS BEEN SOLD TO

December 2015

Allant Group is a leader in data and analytic driven marketing and advertising services.


HAS SOLD ITSADVANCED-ADVERTISING UNIT

TO

November 2015

Nielsen’s National Research Group (NRG) provides research and analytics to the entertainment industry.

STAGWELLGROUPTHE

HAS SOLD

TO

October 2015

Opus is a global corporate events and experiential marketing agency.

HAS RECEIVED A SIGNIFICANT

INVESTMENT FROM

September 2015

Imago Techmedia is a leading enterprise technology tradeshow organizer.


HAS BEEN SOLD TO

September 2015

dmg events’ Digital Marketing group operates global, market-leading B2B events.

A DIVISION OF DMGT PLC

TO

HAS SOLD

August 2015

McMurry/TMG is the leader in omnichannel content creation and delivery. Manifest is a leader in digital experience design.

Jun Group is a leading mobile video and branded content advertising platform.

HAS RECEIVED A SIGNIFICANT

INVESTMENT FROM


HAS MERGED WITH

July 2015

July 2015

Soonr is a leading provider of enterprise secure file sharing and collaboration services for IT business managers.


HAS BEEN SOLD TO

®

July 2015

NavigationArts is a digital strategy and experience design firm.

HAS BEEN SOLD TO

July 2015

Briefing Media is the leading provider of business information and marketing solutions to the UK agricultural sector.


HAS BEEN SOLD TO

July 2015

Selligent is an international SaaS platform delivering omnichannel audience engagement.

HAS BEEN SOLD TO

July 2015

inVNT is an experiential marketing company specializing in live media, advertising, brand environments and creative services.

HAS ACQUIRED

Thomson Reuters’ Lipper assets provide data on investment product classifications, pricing and performance benchmarking.June 2015

HAS SOLD ITS

TO

Found from website recreated PMSFIDUCIARY SERVICES AND

COMPETITIVE INTELLIGENCEBUSINESS

March 2015

3Q Digital is a leading provider of digital marketing and online customer growth services.

HAS BEEN SOLD TO

June 2015

Dodge’s industry-leading brands include Architectural Record, Engineering News-Record (ENR), and SNAP.


HAS SOLD INDUSTRYLEADING BRANDS

TO

March 2015

ecVision is a cloud-based provider of global sourcing and collaborative supply chain software solutions.

HAS BEEN SOLD TO

February 2015

Mobile Media Summit consists of thought leadership forums for brands, agencies and mobile leaders.

HAS BEEN SOLD TO

FOUNDER OFMOBILE MOTION, LLC

January 2015

Summit is a leading information and marketing platform serving the insurance, financial and legal markets.

HAS BEEN SOLD TO

Iron Solutions is a leading software and data provider to the agriculture market.

November 2014

HAS BEEN SOLD TO



JEGI TEAM#JEGICONF16

WILMA JORDAN Founder & [email protected]

TOM PECHT Managing [email protected]

RICHARD MEAD Managing [email protected]

SCOTT PETERS [email protected]

SAM BARTHELME [email protected]

ADAM GROSS Chief Marketing [email protected]

BILL HITZIG Chief Operating [email protected]

TOM CREASER Executive Vice President, Professional Services [email protected]

DAVID CLARK Managing [email protected]

JOSEPH SANBORN Managing Director & Co-Head of Technology [email protected]

TOLMAN GEFFS [email protected]

AMIR AKHAVAN Managing [email protected]

JEFF BECKER Managing Director & Co-Head of Technology [email protected]


NOTES#JEGICONF16



NOTES#JEGICONF16


NOTES#JEGICONF16

LONDONClarity, 90 Long Acre London WC2E 9RA +44 20 3402 4900 | www.claritycp.com

NEW YORK JEGI, 150 East 52nd Street18th Floor New York, NY 10022 +1 212 754 0710 | www.jegi.com

BOSTON JEGI, CIC Boston, 50 Milk Street16th FloorBoston, MA 02109+1 617 294 6555 | www.jegi.com

Documents

2016 JEGI MEDIA & TECHNOLOGY CONFERENCE · 2016-01-13 · 2 Transformational Growth through Innovation + Change Transformational Growth through Innovation Change 3 Greetings, Welcome