2005 4th Quarter Roundtable (New York)
Date/Time: November 15th, 2005
Location: New York, NY
Roundtable Presentations
How to be a Successful Emerging Manager for a First Time Fund: What LPs Think (and Should Think)
Jesse E. Reyes, Crane Capital
Mr. Reyes is currently with Crane Capital and is the Founder of Reyes Analytics. He was formerly the Vice President and Director of Global Research for Thomson Venture Economics. Mr. Reyes joined Venture Economics in 1989 as research manager and later became product manager of Venture Economics' Investor Services performance and portfolio analytics products. Promoted to director in 1993, he was the chief architect of the Venture Economics Investment Benchmark Reports on private equity performance and was the editor of every edition since their inception in 1990. In addition, Mr. Reyes was the primary visionary and product manager of the Venture Economics VentureXpert web product which is the most comprehensive source of private equity data available. His background includes an M.B.A. in finance and statistics from Texas Tech University as well as graduate studies in the department of economics at Harvard University.
PricewaterhouseCoopers: Shaking the MoneyTree 3Q '05
Belanne Marie Ungarelli, Director, New York Metro, Venture Capital Practice, PricewaterhouseCoopers LLP
Belanne Ungarelli is an Assurance Partner within the Technology sector in the firm's New York office. A 17-year veteran with the Firm, Belanne's expertise lies with venture capital firms and Small Business Investment Companies (SBIC's). For the past two years she has been responsible for authoring the Firm's national venture capital and SBIC training courses and instructing those classes as well. Addtionally, Belanne has been responsible for authoring/updating on a yearly basis the SBIC section of the Firm's Accounting and Reporting Manual. She continually works with the Firm's National Audit Quality group in developing the national audit policies and procedures used in audits of venture capital and SBIC clients. Aside from her venture capital expertise, Belanne has also served a large number of venture-backed emerging growth companies and has assisted them through significant transactions including initial public offerings. Belanne has been quoted in Crains as well as various local New York business journals. She is a member of the American Institute of Certified Public Accountants, The New York State, Connecticut, and New Jersey Society of CPA's, and the American Woman's Society of CPA's.
Intellectual Property Due Diligence
Michael H. Bunis, Of Counsel, Fish & Richardson P.C.
Michael Bunis is Of Counsel in Fish & Richardson's Boston office. His practice focuses on intellectual property (IP) litigation and licensing. He also provides advice to operating and investment companies on all aspects of IP, including the sale and acquisition of IP-related assets, the negotiation of complex licensing agreements, and litigation of disputes. In addition, Mr. Bunis counsels companies and investors on the risks associated with IP securitization and other forms of IP-related structured finance. Prior to joining the firm, he worked with Terra Lycos as Deputy General Counsel, Senior Director of Global Mergers & Acquisitions, and Director of Finance and Administration. He also served as a judicial law clerk to the Honorable Nancy Gertner, United States District Judge for the District of Massachusetts.