ADVISORS
Doug Jeffrey
Vice President, Strategic Accounts, Recondo Technology
With over 35 years of experience in the Financial
Services Sector, Doug Jeffrey has been at the forefront of the big data
tsunami. This sector, more than any other, constantly struggles with issues
surrounding the three V’s: the volume, velocity, and variety of data. Doug’s
knowledge of the industry and its big data analytics challenges are both
broad and deep. Currently, as President—Americas at Information Mosaic, a
privately-held post trade processing software provider, Doug is responsible
for all its operations in the U.S.
Doug has held senior-level executive positions at data processing, software,
and system integration companies. These
companies provided services to banks, broker dealers, asset managers, hedge
funds, investment banks, and custody banks. The target markets included
front, middle and back offices while the products assisted traders,
operations managers, and research analysts in doing their jobs more
efficiently and productively. Doug has successfully held general management
positions with full profit and loss responsibility for more than 20 years
and senior sales management positions for over 15 years.
From 2000 through 2005, Doug acted as the
Managing Director of Telerate EMEA which provides integrated real-time
financial information and transaction services to suppliers and users of
capital markets content and liquidity. This $100 million entity was
successfully sold to Reuters. Prior to that, Doug was President of New Era
of Networks (NEON) Financial Services Division, a system integration company
that was one of the first to introduce middleware to the marketplace, where
he was responsible for all operations and managed the worldwide expansion of
the division. Doug also spent eight successful years at SWIFT Americas, a
global provider of secure financial messaging services. As one of the
Managing Directors, Doug was instrumental in adding asset managers and
broker dealers as new categories of SWIFT participants.
Doug began his career in the Financial Services
Sector after graduating from West Point and completing a five year service
obligation. Doug started out as a top quintile producing retail broker for
Merrill Lynch. He went on to work for Interactive Data Corporation for ten
years, rising from a position in New York Sales to eventually managing the
companies' securities business. Doug subsequently held senior positions at
Thomson Financial and Reuters where he managed marketing, sales, product
management, and development activities.
Doug is the proud father of five daughters, one
of whom is an Olympic Gold medalist swimmer.
Craig Lee
Vice President of Marketing and Business Development, Ortiva Wireless
Craig Lee is Vice President of Marketing and Business Development for Ortiva Wireless,
the only commercial solution for the proactive management of mobile video. Craig
has more than twenty years of experience in marketing, sales, business development
and raising capital. Prior to Ortiva, Craig led marketing and business development
at Nuera Communications and was in the Corporate Strategy and Development group
at Ameritech Corporation.
Craig received a Bachelor of Arts degree from Williams College and his Master's
degree from Stanford University.
Elan Schultz
Managing
Partner, Quilvest USA
Since 2004, Elan Schultz has been the Managing Partner of Quilvest USA, Inc., a
private equity firm focused on making private investments in the US. Quilvest USA
is affiliated with Quilvest SA, a global wealth management and private equity firm
with over $5 billion under management.
Prior to joining Quilvest, Elan was a Managing Director with SG Capital Partners
(SGCP), a $500 million private equity group affiliated with Societe General. At
SGCP, he was responsible for making 9 investments representing aggregate capital
of approximately $200 million. From 1992 to 1997, Elan was in the merchant banking
group of Donaldson, Lufkin & Jenrette (DLJ). While at DLJ, Elan invested over
$450 million in equity securities in a broad range of industries, including financial
services, manufacturing, distribution, and specialty chemicals, and helped to establish
DLJ's Latin American private equity investment business. Prior to DLJ, Elan
was with Alvarez and Marsal, a leading crisis management firm based in New York.
Elan received a B.B.A. degree, with highest honors, from The University of Texas,
where he graduated in the top 1% of his class, and an M.B.A. from Stanford University.
Patrick Di Staso
Former Vice President, Applications, Oracle
Patrick Di Staso is a seasoned, results-driven executive with a
successful track record in engineering, IT, and management. With more
than 20 years of experience, Patrick has worked for three (Oracle, Baan,
and ASK Computer Systems) of the most notable enterprise software
companies in Silicon Valley. He is a proven individual performer and IT
executive, with experience in all aspects of enterprise software. At
Oracle, Patrick was responsible for a global IT organization of more
than 500 employees, with a budget of over $40 million, which deployed
Business Intelligence, Data Warehouse, and other critical system in 65
countries.
In addition to Patrick’s extensive operational experience, he is
well versed in the development of business intelligence applications and
data warehousing implementations and rollouts. While at Oracle, he
was responsible for the development and implementation
of their global data warehouse (one of the largest of its kind in the world)
that integrated multiple corporate data sources into one single consolidated
asset. Patrick also spearheaded the design and rollout of key performance
indicators that measured financial and operational success at both the
macro- and micro-levels—used by thousands of employees spanning sales,
marketing, product evaluation, order management, finance, and project
management—of the company. This global business intelligence initiative
streamlined the company’s decision-making process while improving
profitability.
Patrick has a degree in Computer Science from the Rochester
Institute of technology.
Fenwick & West LLP
Legal Counsel
Matthew
Quilter - Partner, Chair, Corporate Group
Sayre
Stevick - Partner, Corporate Group
Fenwick & West provides comprehensive
legal services to high technology and life sciences clients of national and international
prominence. It has over 245 attorneys and offices in Silicon Valley and San Francisco,
California.
Fenwick & West is committed to providing innovative, cost-effective and practical
legal services and solutions that focus on global high technology industries and
issues. The Company believes that technology will continue to drive “our national
and global economies and look forward to partnering with our clients to create the
products and services that will help build great companies. We differentiate ourselves
by having a deeper understanding of our clients’ technologies, industry environment
and business needs than is typically expected of lawyers.”