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Rising gasoline prices, mounting tensions in the Middle East, and declining access to cheap natural resources have put a premium on our nation’s ability to find and produce affordable energy. While significant attention was given to alternative energy sources in the past decade, new and innovative technologies have emerged in the traditional energy field to locate and extract oil and natural gas. In fact, many experts now predict that energy self-sufficiency for the United States can be attained in time.

What forces contributed to this incredible turnaround in our nation’s energy fortunes? Is this too good to be true? Is there a catch?

Coronado Venture Forum and event sponsor UBS/Aster Investment Group have assembled a star panel of thought leaders to share their unique insight on innovation in the traditional energy industry. The evening begins with an overview perspective by Kurt Reiman, Head Thematic Research, UBS, who looks at investment opportunities in the decade ahead and what is driving new sources of energy.

A New Mexico expert panel comprised of David Albin, Managing Partner, NGP, Scot Ellis, Manager, Area 52, and Ned Godshall, CEO, Altela, Inc. and moderated by Thomas Stephenson, Managing General Partner, Verge Fund will delve into the latest technological trends and opportunities in the traditional energy industry and how these factors will impact New Mexico and the United States in this new energy future.

This is a “must attend” event and we look forward to seeing you on April 19th. Be sure to sign-up today.

Date: Thursday, April 19, 2012
Time: 6-8 pm (5:30 pm cocktails)
Venue: Doubletree by Hilton
4048 Cerrillos Road
Santa Fe, NM 87507
Cost: $22.50 in advance (credit card payments); $25 at the door (cash and check only).

PRESENTER

Kurt E. Reiman
Head Thematic Research―Americas
UBS Wealth Management Research

Mr. Reiman heads the thematic research group within UBS Wealth Management Research in the Americas. As senior editor of “UBS research focus”, one of WMR’s flagship research publications, he has published on a wide range of issues, including demographics, climate change, natural resource scarcity, infrastructure and emerging markets.

Kurt began his career with UBS in 1999 when he joined the predecessor firm PaineWebber in New York as an associate in the fixed income strategy team. He later built the firm’s US preferred securities research platform. He and his family lived in Zurich, Switzerland from May 2006 to January 2010. Before joining UBS, Kurt held positions in economic and financial market research at Reuters in Stamford, CT.

Mr. Reiman has been featured in national and international media outlets, such as The Wall Street Journal, Bloomberg, Reuters, The Globe and Mail and NZZ. He regularly shares his findings as a featured speaker at UBS events and has also appeared on CNBC and the Business News Network.

Kurt holds a master’s degree in international relations from the School of Advanced International Studies at the Johns Hopkins University, where he specialized in international economics. He received his bachelor’s degree in business from the State University of New York at Plattsburgh, where he specialized in economics and international business.

PANELISTS

Scot Ellis
Manager Area 52
ETC―Strategic Planning & Organizational Capability

Mr. Ellis started with a small wellbore design consulting company which merged with Halliburton/Landmark, he worked there for 10 years providing consulting in drilling and completion design, workflow and project management.

He left there as team lead/operation manager to join the Completion unit of CETC bringing his experience of wellbore design.  Since joining the Completion unit he has branched out to provide reliability, intelligent completion and hardware skills.  Scot also operated as the D&C member of the Chevron StatoilHydro Joint Technology Team, an alliance with StatoilHydro in technology of CVX joint assets.

Scot moved on to join the ETC SPOC Alliance team, becoming the Manager of Area 52™ – Chevron’s prototype research facility in Santa FE, NM through which the INFICOMM Technology was commercialized.   He has 16 years experience working in the Gulf of Mexico. North Sea and various International locations.

Scot holds an MSc degree in Offshore Engineering from Robert Gordon University, Aberdeen Scotland.  Scot is also published in World Oil on control line reliability.

David R. Albin
Managing Partner, NGP

Mr. Albin co-founded NGP in 1988 and serves as Managing Partner. He co-manages NGP’s investment portfolio and the day-to-day investment sourcing efforts of the firm. He pays particular attention to covering theRocky Mountain and West Texas regions from his office in Santa Fe, New Mexico. Mr. Albin is a creative negotiator and facilitator, providing skills that help NGP’s portfolio companies with their strategic decision making. He also takes a keen interest in analyzing macroeconomic data relevant to the energy industry, which results in his early identification of trends that impact NGP’s investment strategy as well as its portfolio companies.

Prior to forming NGP, Mr. Albin was a Partner in the Bass Investment Limited Partnership (“BILP”), an investment partnership formed by the Bass family of Fort Worth, Texas. BILP’s $600 million equity capitalization increased in value to over $1.4 billion from 1984 through 1988, with a return on capital in excess of 40%. Before joining BILP, Mr. Albin was a member of the Oil and Gas group in the Investment Banking division of Goldman, Sachs & Co. from 1981 until 1983, where he worked on financing and merger/ divestiture transactions for numerous oil and gas companies.

Mr. Albin received a B.S. in Physics in 1981 and an M.B.A. in 1985 from Stanford University.

Ned Godshall
CEO, Altela, Inc.

Mr. Godshall, President and Chief Executive Officer: Ned co-founded Altela in 2004, a 40-employee water desalination company based in Albuquerque and Denver, whose initial market is the generation of clean water from the oil and gas industry’s primary waste product: ‘produced water’. Ned is a serial entrepreneur who has founded and led four high-tech start-up companies since leaving Sandia National Laboratories in 1994. With extensive experience in venture-backed start-up and development-stage companies, both as an investor and founder, he first negotiated seed-round financing with venture capital firms and established the accounting, payroll, budgeting, tax, project management, IP, and corporate legal systems before leading these companies in their development and growth phases.

Prior to co-founding Altela, Ned’s most recent for-profit efforts have been in the ‘clean-tech’ space: the hydrogen economy (MesoFuel, Inc.) and photovoltaic solar cells (Advent Solar, Inc.). MesoFuel developed a new product for hydrogen fuel cells, and was sold to an international company less than two years after he founded it in 2002. He then became a Director and Chairman of the Board of Advent Solar, which completed two successful rounds of venture capital investment totaling $38 million during his tenure as Chairman.

He also serves on numerous civic and non-profit Boards, including being named the 2011 Chairman of the University of New Mexico Anderson Business School’s Foundation Board, and is a Leadership New Mexico alumnus. Ned received his Ph.D. and M.S. degrees in Materials Science and Engineering from Stanford University, his MBA from the University of New Mexico, and his B.S. in Materials Engineering from Drexel University.

DISCUSSION LEADER

Thomas J. Stephenson
Managing General Partner, Verge Fund

Mr. Stephenson is the Managing General Partner of Verge Fund, a New Mexico-based venture capital fund, which focuses on investing in seed and early-stage technology investments in the Southwest.  Prior to Verge, Tom was a General Partner of Murphree Venture Partners in several Murphree funds, with responsibility for fundraising, deal sourcing, and board representation on portfolio company boards of directors. 

Before receiving his M.B.A. from The University of Texas at Austin, Tom had been a member of the science department faculty at his prep school alma mater, the Albuquerque Academy, in Albuquerque, New Mexico.  While completing his B.A. in Physics at Rice University, Tom worked several summers as a technical aide at the Los Alamos National Laboratory. 

Tom serves on the Board of Directors of Verge Fund portfolio companies Altela, LiquidPractice, Nanocrystal, Pajarito Powder, TruTouch Technologies and Wellkeeper.  He is or has served on the board of several non-profit organizations including:  Association of Commerce and Industry, Coronado Ventures Forum, Innovate El Paso, and the New Mexico Technology Council, and is currently the President of the NM Venture Capital Association. 

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John O’Farrell, general partner at Andreessen Horowitz: “The shift to mobile and cloud computing will create a new generation of enterprise software giants, leaving the traditional incumbents in the dust.”

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Our panel of executives will address the rapid growth of cloud computing and expansion of mobile consumer and enterprise applications and how this has changed the software industry with significantly shorter development timelines, lower production costs, simpler distribution channels, and new revenue models. How does NM fit into this new and rapidly evolving landscape? What are the state’s unique advantages?

Our All-Star panel of NM-based software entrepreneurs:

Andrew Van Luchene
Founder and CEO of Jackrabbit Systems
Having already successfully started-up five organizations, Van Luchene is a proven entrepreneur and specialist in inventing technology systems for the e-commerce applications industry.

  • JackRabbit Systems – customized search engine allows visitors to book lodging directly through its flagship product, BookDirect™
  • Leviathan Entertainment – an intellectual property development and licensing company
  • VL Properties – the business purchases and leases commercial property in Santa Fe, NM
  • Blue Lava Group – an online retailer that sold hard goods in a number of categories
  • RetailDNA – the company sells a software product called the Digital Deal

Today, Van Luchene is President and CEO of JackRabbit Systems, which he founded in 2003. JackRabbit Systems is the pioneer search engine which allows visitors to book lodging properties directly through its flagship product, BookDirect™. The company’s goal is to eliminate the middleman costs that other online travel providers incur for hotels, while enhancing the visitor’s experience and increasing room nights in selected destinations. The BookDirect™ search engine is live on over 200 top destination websites throughout North America.

Doruk Aytulu
Co-Founder and CEO, InBox Fever, and recent participant in Tech All-Stars, Boulder, CO
Doruk has a Bachelor of Science degree in Mechanical Engineering. He got his MBA at San Diego State University, where as a graduate assistant, he worked with DARPA and CCAT on market assessment projects for early stage technologies. Following his passion for early stage technology and innovation commercialization, he worked for the Los Alamos National Laboratory. At LANL, Doruk identified commercially viable technologies, spun out companies, licensed technologies, and administered an internal technology maturation fund. As part of his regional economic development responsibilities he worked with over 200 Southern California and New Mexico high-tech companies. Doruk happily takes the meetings so that others don’t have to.

Marshall Monroe
Chairman and Chief Creative Officer of Marshall Monroe MAGIC
Marshall Monroe MAGIC is a strategic visioning consultancy and studio headquartered in New Mexico. The firm leverages Monroe’s pioneering research into the new science of “Quantum Leap Mechanics™,” with clients ranging from HBO and Paul Allen’s Vulcan Ventures, to NASA and the DoD. The firm’s venture arm just completed a successful mobile strategy and development partnership effort (native iOS app) with leading internet retailer wine.com, and they have two follow-on mobile development efforts in works. Monroe spent 14 years as a Creative Executive with the Walt Disney Company and was a founding member of the Disney Research and Development Division. He holds 14 patents for entertainment technologies in use literally all over the world. Monroe is active in entertainment as well as federal R&D communities, having chaired the New Mexico Governor’s Council for Film and Digital Media, and as a member of the Director of National Intelligence’s Intelligence Science Board. He is also a delegate to the exclusive Forbes Global CEO Conference, held each year in various Pacific Rim and ASEAN host nations.

Discussion Leader:

Todd Hand
Managing Partner, Talent Capital Group
Todd Hand, a CVF Board member since 2006, is the Managing Partner at Talent Capital Group, a venture capital-backed executive search firm in Boston. Consulting with company boards and founders, Todd specializes in identifying “high impact” leaders to drive the success of technology start-ups. Todd stepped away for two years to be COO & VP of Sales & Marketing at CleanSwitch, a solar technology integrator. CleanSwitch was a client of the company of Talent Capital Group. Prior, Todd recruited management teams for Idealab, a creator and operator of technology companies. He moved there from the Yankee Group, a Boston-based technology market research firm, where he opened sales offices throughout the US, hired and managed the inside sales and marketing teams, and built the company’s recruiting department. Since 1994, Todd has filled hundreds of technology management positions. Todd has been invited as a guest writer for NetworkWorld. He holds a BA from Penn State and is a two-time Ironman finisher.

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Date: Thursday, January 19, 2012
Time: 6-8 pm (5:30 pm cocktails)
Venue: Prairie Star Restaurant
288 Prairie Star Rd
Santa Ana Pueblo, NM 87004
Directions: Map
Cost
: $22.50 in advance (credit card payments); $25 at the door (cash and check only).

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Join us at The Inn at Loretto in Santa Fe for the annual CVF update on the State of Venture Capital New Mexico.

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PANEL MODERATOR

Todd Hand

Todd Hand, Managing Partner
Talent Capital Group

Todd Hand, a CVF Board member since 2006, is the Managing Partner at Talent Capital Group, a venture capital-backed executive search firm in Boston. Consulting with company boards and founders, Todd specializes in identifying “high impact” leaders to drive the success of technology start-ups. Todd stepped away for two years to be COO & VP of Sales & Marketing at CleanSwitch, a solar technology integrator. CleanSwitch was a client of the company of Talent Capital Group. Prior, Todd recruited management teams for Idealab, a creator and operator of technology companies. He moved there from the Yankee Group, a Boston-based technology market research firm, where he opened sales offices throughout the US, hired and managed the inside sales and marketing teams, and built the company’s recruiting department. Since 1994, Todd has filled hundreds of technology management positions. Todd has been invited as a guest writer for NetworkWorld. He holds a BA from Penn State and is a two-time Ironman finisher.

PANELISTS

Brian Birk

Brian Birk, Managing Partner
Sun Mountain Capital

Brian Birk has over 20 years experience as an operating executive and investor. Mr. Birk co-founded Sun Mountain Capital, a boutique private equity firm focused on the Southwest and Rocky Mountain regions, in 2006. Since that time Sun Mountain has grown to be one of the largest PE firms in the region, and currently manages direct investment funds and fund of funds vehicles. Prior to forming Sun Mountain Capital, Mr. Birk was a Vice President and Director of Private Equity at Fort Washington Capital Partners where he helped the firm establish and manage a number of private equity direct investment funds, secondary investment funds, and fund of funds programs.

Mr. Birk was a founder or senior executive at several high profile start-ups, including MetaWeb (acquired by Google), Applied Minds and BiosGroup. In addition, Mr. Birk has held a senior manager position at the Boston Consulting Group and finance manager positions at General Electric and GE Capital. Mr. Birk has an MBA from the Kellogg School of Management and a BS in economics from Carleton College.

Mr. Birk is a Board Member of Sun Mountain Capital portfolio companies Aspen Avionics, American Clay, Exagen Diagnostics, Lumidigm and Puente Partners. He is also a member of the Board of Directors for the Rocky Mountain Venture Capital Association.

David Blivin

David Blivin
Cottonwood Technology Fund

David Blivin is a founder and managing director of Cottonwood Technology Fund (CTF). CTF is a seed and pre-seed stage venture capital fund focused on the Rio Grande Technology Corridor, and focused on identifying and supporting compelling emerging technology companies based in the region. In addition, Mr. Blivin is managing director of Cottonwood Technology Group (CTG). CTG is focused on supporting and creating programs and the ecosystem related to successful technology commercialization in Los Alamos and throughout New Mexico. Prior to founding the Cottonwood entities Mr. Blivin had a long and successful investment and entrepreneurial career. Dave founded and served as Managing Director of Southeast Interactive where over a five-year period he successfully built the team that established the first and largest information technology-focused fund based in the Southeast. During his tenure, Southeast Interactive raised three funds totaling over $175 million. He was directly involved in fund raising and exit transaction events totaling in excess of $1 billion across the portfolio and generated cash on cash returns on his directed investments of over 4X.

Before founding Southeast Interactive, Dave served as the Chief Financial Officer of Montrose Capital Corporation, a merchant-banking firm that formed and managed over 20 limited partnerships representing in excess of $100 million in equity and $350 million in total capitalization. Prior to joining Montrose Capital Corporation, he worked as a Senior Auditor with Arthur Andersen LLP where he audited several companies in the technology and communications fields. Dave has also participated on numerous boards of directors including The Pantry (nasdaq-PTRY), Opensite (sold to Siebel), Accipiter (sold to CMGI), Nitronex, Channelogics (sold to Scientific Atlanta) and Buildnet. He is an MBA graduate of the Duke University Fuqua School of Business.

Katie Szczepaniak Rice

Katie Szczepaniak Rice
Epic Ventures

Katie Szczepaniak Rice is a Senior Associate with Epic Ventures, a venture capital firm headquartered in Salt Lake City specializing in early-stage technology investments. Prior to joining Epic, Katie was a strategic market analyst at Cabot Corporation in advanced materials for alternative energy markets. Before Cabot, Katie was a consultant with Kline & Co., a business consulting firm serving Fortune 100 companies as well as emerging businesses. Before Kline, Ms. Szczepaniak Rice was a field engineer in the energy sector for Schlumberger in France.

Katie earned a Bachelor of Science degree in Materials Science & Engineering from the Massachusetts Institute of Technology (MIT) and an MBA from the University of Chicago. She is on the board of DOTGO, serves as an observer on the boards of Iosil and Intern Inc., and assists on the boards of BrightTag, Aspen Avionic and Lumidigm. Katie also serves on boards and committees for several community and industry organizations including Astia, SVForum, NMBio, and New Mexico TechGYRLS.

Francine Sommer

Francine Sommer, Special General Partner
Village Ventures Fund II

Francine Sommer, a CVF Director since 2006, is a Special General Partner of Village Ventures Fund II, responsible for investments in New Mexico. She is a founder of the predecessor to newyorkangels.com and is a past President of the Venture Investors Association of NY. She was during the Giuliani administration on the Board and Executive Committee of the New York City Economic Development Corporation. She is a Board member of the NMVCA and was Chairperson of the Board of New Mexico Angels. She also serves on the the Board of Directors of The Lensic Performing Arts Center, Santa Fe. She was formerly Senior Vice President, Head of the Angel Funds Group, Wit Capital, General Partner, Gabelli Multimedia Partners, Managing Director, First Security Management, President of 655 Associates and Vice President, Research & Science Investors. Ms. Sommer is a graduate of the Columbia Business School.

Date: Thursday, October 20, 2011
Time:
6-8 pm
Venue: The Inn at Loretto, 211 Old Santa Fe Trail, Santa Fe, NM
Directions: Map
Cost: $22.50 in advance (credit card payments); $25 at the door (cash and check only).

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The State of the New Mexico Film Industry – What are the terms of the new legislation as it relates to production, logistics and raising of capital?

Join us for a panel discussion about the New Mexico film industry and the impact of new legislation. Read a press release on the event.

Update, July 26, 2011: Read the New Mexico Business Weekly article covering the Coronado Ventures Forum panel discussion.

The following are links on state incentive programs for film production in New Mexico and elsewhere:

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PANEL MODERATOR

Eric Wittformer head of Motion Picture Association of NM and advisor to Gov. Bill Richardson
Following a career in entertainment finance in Los Angeles, Witt headed legislative and political affairs for New Mexico Governor Bill Richardson—a position he held throughout that administration. As Deputy Chief of Staff he also directed the expansion of media industries in New Mexico including film and television production.

PANELISTS

Brian Egolf State Representative, District 47
Brian received a bachelor’s degree in diplomacy and public service from Georgetown University in Washington, D.C.  While in Washington, he worked in the White House for President Bill Clinton and on President Clinton’s 1996 reelection campaign. After serving in the White House, Egolf worked at the United States Treasury Department and then moved to the office of Congressman Tom Udall. After working for Congress, Egolf returned to New Mexico to study Law at UNM. Immediately after receiving his law degree, he returned to the Santa Fe and  began practicing water law.

Thomas CliffordPolicy and Research Director, NM Taxation and Revenue Dept.
Tom served as Chief Economist and later Deputy Cabinet Secretary for the NM Department of Finance and Administration from 1997 to 2001. Tom was Chief Economist for the Legislative Finance Committee. In his current role, he advises the Martinez Administration and the Legislature on tax policy issues, helps draft tax statutes and regulations and helps the Tax Department with administrative functions.

Alton WalpoleCEO, Mountainair Films, Santa Fe
Mr. Walpole is an eclectic filmmaker with more than thirty years of experience as a cinematographer, editor and producer. Recent projects include Crazy Heart (line producer) and The Book of Eli (unit production manager). Walpole is a member of the Directors Guild of America and resides in Santa Fe, New Mexico, where he is CEO and owner of Mountainair Films Inc.

Jason HoolPresident, Santa Fe Studios
Mr. Hool boasts impressively diverse commercial credentials, ranging from multinational product development to international private equity. Growing up in an entertainment industry family, he worked on numerous motion pictures as cast and crew. Jason serves on the advisory committee for the Santa Fe Community College Film Program and is on the Board of Directors of the Motion Picture Association of New Mexico.

Nick Maniatis – Director of New Mexico Film Office
Mr. Maniatis previously served as the executive director of the New Mexico Independent Power Producers. He has worked on many film projects in New Mexico and was an appointed board member of the Governor’s Council on Film and Media Industries from 2002-09. He also was a board member of the Digital Film Institute from 2003-10. Mr. Maniatis worked in many capacities in film and television production throughout his career, including Grace Under Fire (1995-96), World War II: When Lions Roared (1994), Different World (1992-93), and Candid Camera (1991-92). Maniatis is a former member of the Director’s Guild of America.

Date: Thursday, July 21, 2011
Time: 5:30-8 pm
Venue: The Inn at Loretto, Santa Fe
211 Old Santa Fe Trail
Santa Fe, NM 87501
Directions: Map
Cost: $22.50 in advance (credit card payments); $25 at the door (cash and check only).
Advance sales end at midnight, Wednesday, July 20.

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