Company Ticker Time Room Analyst Price Mkt Cap (M) YTD
ADNCTuesday, August 14 10:30 AMMunich/GarmischNot Covered$ 9.53$ 210.7-18.1%
AEISTuesday, August 14 9:30 AMOberstdorfNot Covered$ 16.82$ 672.5-26.4%
ASMLMonday, August 13 12:00 AM1x1s OnlyNot Covered$ $ 0.00.0%
CA TechnologiesCATuesday, August 14 12:00 AM1x1s OnlyNot Covered$ $ 0.00.0%
CTSHMonday, August 13 9:00 AMBavariaNot Covered$ 49.05$ 29,844.2-2.9%
CYMIMonday, August 13 11:30 AMOberstdorfNot Covered$ $ 0.00.0%
DLBMonday, August 13 10:00 AMMunich/GarmischNot Covered$ 44.64$ 4,554.615.8%
DMDTuesday, August 14 9:30 AMMunich/GarmischNot Covered$ 5.43$ 486.6-5.9%
ESEMonday, August 13 2:00 PMOberstdorfNot Covered$ 33.55$ 886.8-2.1%
ETMonday, August 13 9:30 AMBavariaNot Covered$ $ 0.00.0%
FIRETuesday, August 14 11:30 AMFischen/KemptenNot Covered$ $ 0.00.0%
IMIMonday, August 13 4:00 PMOberstdorfNot Covered$ 2.23$ 105.1-54.7%
INFNTuesday, August 14 2:30 PMOberstdorfNot Covered$ 9.20$ 1,034.6-5.9%
INFYTuesday, August 14 12:00 AM1x1s OnlyNot Covered$ 54.82$ 31,324.3-1.9%
ITRITuesday, August 14 8:30 AMBavariaNot Covered$ 35.98$ 1,422.4-13.2%
Jive Software IncJIVETuesday, August 14 12:00 AM1x1s OnlyNot Covered$ $ 0.00.0%
Local.com Corp.LOCMTuesday, August 14 12:00 AM1x1s OnlyNot Covered$ $ 0.00.0%
MXWLMonday, August 13 2:30 PMOberstdorfNot Covered$ 10.88$ 317.540.0%
OCLRMonday, August 13 4:30 PMOberstdorfNot Covered$ 1.86$ 170.8-25.3%
PMCSTuesday, August 14 1:00 PMMunich/GarmischNot Covered$ 6.73$ 1,308.44.7%
BMC SoftwareBMCWednesday, November 30 12:00 AM1x1s OnlyNot Covered$ $ 0.00.0%
TSLAMonday, August 13 9:30 AMMunich/GarmischNot Covered$ 223.30$ 25,715.548.4%
Volterra Semiconductor CorporationVLTRTuesday, August 14 2:00 PMMunich/GarmischNot Covered$ $ 0.00.0%
WBSNMonday, August 13 9:00 AMOberstdorfNot Covered$ $ 0.00.0%
WITMonday, August 13 11:00 AMOberstdorfNot Covered$ 11.55$ 28,293.8-7.9%
Akamai Technologies, Inc.AKAMTuesday, August 14 10:30 AMFischen/KemptenChad Bartley$ 59.02$ 10,735.725.1%
Allot Communications Ltd.ALLTMonday, August 13 2:30 PMMunich/GarmischPCS Research$ 12.93$ 439.6-14.5%
Altera CorporationALTRMonday, August 13 4:00 PMFischen/KemptenJohn Vinh, CFA$ 32.72$ 10,257.71.6%
ARM Holdings, plcARMHMonday, August 13 10:00 AMBavariaMichael McConnell$ 42.76$ 20,212.7-21.6%
Atmel CorporationATMLMonday, August 13 3:30 PMOberstdorfJohn Vinh, CFA$ 8.20$ 3,573.64.7%
Activision Blizzard, Inc.ATVITuesday, August 14 12:00 AM1x1s OnlyEvan Wilson$ 22.38$ 16,494.126.7%
HomeAway, Inc.AWAYTuesday, August 14 9:30 AMFischen/KemptenChad Bartley$ 34.72$ 3,333.1-15.1%
Aspen Technology, Inc.AZPNTuesday, August 14 12:00 AM1x1s OnlyBrendan Barnicle$ 43.44$ 4,039.93.9%
BroadSoft Inc.BSFTTuesday, August 14 12:00 AM1x1s OnlyBrent Bracelin$ 24.40$ 693.0-10.7%
Carbonite, Inc.CARBTuesday, August 14 9:00 AMOberstdorfRob Owens$ 9.73$ 260.8-17.8%
Check Point Software TechnologiesCHKPMonday, August 13 4:30 PMFischen/KemptenRob Owens$ 67.87$ 13,126.15.2%
Spansion Inc.CODETuesday, August 14 12:00 AM1x1s OnlyMonika Garg$ 18.97$ 1,246.336.6%
Cornerstone OnDemand, Inc.CSODTuesday, August 14 9:00 AMMunich/GarmischBrendan Barnicle$ 41.84$ 2,205.0-21.5%
Citrix Systems, Inc.CTXSMonday, August 13 11:30 AMFischen/KemptenRob Owens$ 67.73$ 11,575.17.1%
Cypress Semiconductor CorporationCYMonday, August 13 3:00 PMFischen/KemptenJohn Vinh, CFA$ 10.11$ 1,685.3-1.8%
Electronic Arts Inc.EATuesday, August 14 12:00 AM1x1s OnlyEvan Wilson$ 33.60$ 10,785.646.5%
EMC CorporationEMCMonday, August 13 1:00 PMBavariaBrent Bracelin$ 29.30$ 60,475.217.9%
Equinix, Inc.EQIXTuesday, August 14 8:30 AMFischen/KemptenMichael Bowen$ 214.52$ 11,090.720.9%
F5 Networks, Inc.FFIVMonday, August 13 1:30 PMFischen/KemptenBrent Bracelin$ 112.59$ 8,489.323.9%
Garmin Ltd.GRMNMonday, August 13 2:00 PMMunich/GarmischBrad Erickson$ 55.02$ 10,800.421.1%
Guidewire Software, Inc.GWRETuesday, August 14 8:45 AMOberstdorfBrendan Barnicle$ 40.50$ 2,912.0-17.5%
Imperva, Inc.IMPVTuesday, August 14 10:00 AMMunich/GarmischRob Owens$ 22.17$ 572.0-53.9%
Informatica CorporationINFAMonday, August 13 1:00 PMFischen/KemptenPCS Research$ 31.72$ 3,552.6-23.6%
Intel CorporationINTCMonday, August 13 9:00 AMFischen/KemptenMichael McConnell$ 33.89$ 173,618.532.9%
Juniper Networks, Inc.JNPRMonday, August 13 11:00 AMMunich/GarmischRyan Hutchinson$ 23.54$ 11,216.84.3%
KLA-Tencor CorporationKLACMonday, August 13 2:30 PMFischen/KemptenWeston Twigg$ 71.49$ 11,960.312.5%
MercadoLibre, Inc.MELITuesday, August 14 1:30 PMOberstdorfChad Bartley$ 92.50$ 4,088.5-13.9%
Mentor Graphics Corp.MENTWednesday, November 30 12:00 AM1x1s OnlyMonika Garg$ 19.75$ 2,318.7-17.6%
Mellanox TechnologiesMLNXMonday, August 13 11:30 AMMunich/GarmischBrent Bracelin$ 41.65$ 1,936.74.2%
MakeMyTrip LimitedMMYTTuesday, August 14 12:10 PMBavariaChad Bartley$ 30.27$ 1,262.357.2%
Monolithic Power Systems, Inc.MPWRMonday, August 13 9:30 AMOberstdorfJohn Vinh, CFA$ 41.24$ 1,633.119.4%
Microsoft CorporationMSFTMonday, August 13 2:15 PMBavariaBrendan Barnicle$ 43.16$ 360,170.217.1%
Micron Technology, Inc.MUMonday, August 13 2:00 PMFischen/KemptenMonika Garg$ 30.55$ 36,354.540.5%
Maxim Integrated Products, Inc.MXIMMonday, August 13 1:00 PMMunich/GarmischMichael McConnell$ 29.31$ 8,485.26.7%
NetSuite Inc.NMonday, August 13 1:00 PMMunich/GarmischBrendan Barnicle$ 84.31$ 6,441.3-18.2%
Nanometrics IncorporatedNANOMonday, August 13 1:30 PMOberstdorfWeston Twigg$ 15.56$ 376.6-18.3%
ServiceNow, Inc.NOWTuesday, August 14 7:45 AMBavariaRob Owens$ 58.80$ 9,466.85.0%
NVIDIA CorporationNVDATuesday, August 14 10:30 AMMunich/GarmischMichael McConnell$ 17.50$ 9,982.010.3%
ON Semiconductor CorporationONNNMonday, August 13 3:30 PMFischen/KemptenMichael McConnell$ 8.56$ 3,804.93.9%
Orbitz Worldwide, Inc.OWWTuesday, August 14 3:00 PMBavariaChad Bartley$ 8.85$ 970.023.3%
Proofpoint, Inc.PFPTTuesday, August 14 9:15 AMOberstdorfRob Owens$ 35.27$ 1,435.56.3%
Procera Networks, Inc.PKTTuesday, August 14 1:30 PMOberstdorfBrent Bracelin$ 10.01$ 203.2-33.4%
PROS Holdings, Inc.PROMonday, August 13 3:00 PMBavariaPCS Research$ 25.62$ 784.0-35.8%
PROS Holdings, Inc.PROTuesday, August 14 11:00 AMBavariaPCS Research$ 25.62$ 784.0-35.8%
Qlik Technologies Inc.QLIKMonday, August 13 10:30 AMOberstdorfPCS Research$ 26.46$ 2,360.2-0.6%
Rackspace Hosting, Inc.RAXTuesday, August 14 7:45 AMBavariaMichael Bowen$ 30.29$ 4,355.7-22.6%
Red Hat, Inc.RHTMonday, August 13 9:30 AMFischen/KemptenRob Owens$ 58.12$ 11,130.03.7%
RealPage, Inc.RPTuesday, August 14 11:00 AMBavariaBrendan Barnicle$ 16.10$ 1,228.4-31.1%
Riverbed Technology, Inc.RVBDMonday, August 13 10:00 AMFischen/KemptenRyan Hutchinson$ 17.90$ 2,948.1-1.0%
Sprint CorporationSMonday, August 13 4:30 PMMunich/GarmischMichael Bowen$ 7.35$ 29,414.7-31.6%
SAP AGSAP-XETuesday, August 14 10:30 AMFischen/KemptenBrendan Barnicle$ 57.63$ 68,983.1-6.2%
Silicon Motion Technology CorporationSIMOMonday, August 13 1:00 PMOberstdorfMonika Garg$ 23.06$ 786.366.0%
SciQuest, Inc.SQIMonday, August 13 10:00 AMOberstdorfBrendan Barnicle$ 15.39$ 427.8-46.0%
SolarWinds, Inc.SWITuesday, August 14 10:30 AMBavariaRob Owens$ 41.14$ 3,139.08.8%
Synaptics, IncorporatedSYNATuesday, August 14 2:30 PMMunich/GarmischJohn Vinh, CFA$ 72.23$ 2,802.539.4%
Solazyme, Inc.SZYMTuesday, August 14 10:00 AMOberstdorfWeston Twigg$ 9.68$ 735.7-11.1%
AT&T Inc.TTuesday, August 14 12:00 AM1x1s OnlyMichael Bowen$ 35.59$ 185,779.85.3%
Teradata CorporationTDCTuesday, August 14 12:00 AM1x1s OnlyPCS Research$ 42.16$ 6,787.8-7.3%
Teradyne, Inc.TERTuesday, August 14 9:00 AMFischen/KemptenWeston Twigg$ 18.22$ 3,946.53.8%
TeleNav, Inc.TNAVMonday, August 13 4:00 PMMunich/GarmischBrad Erickson$ 4.97$ 0.0-24.6%
TripAdvisor, Inc.TRIPTuesday, August 14 12:00 AM1x1s OnlyChad Bartley$ 94.84$ 13,827.714.5%
Texas Instruments IncorporatedTXNTuesday, August 14 11:00 AMFischen/KemptenMichael McConnell$ 46.25$ 50,227.56.8%
Ubiquiti Networks, Inc.UBNTTuesday, August 14 11:30 AMMunich/GarmischRyan Hutchinson$ 38.20$ 3,430.4-16.9%
21Vianet Group, Inc.VNETMonday, August 13 3:00 PMOberstdorfCheng Cheng$ 27.83$ 1,853.518.3%
Boingo Wireless, Inc.WIFITuesday, August 14 11:00 AMMunich/GarmischPCS Research$ 6.11$ 0.0-4.7%
Zillow, Inc.ZMonday, August 13 10:30 AMFischen/KemptenChad Bartley$ 143.53$ 5,267.675.6%
Company Name Amount Raised to Date (M)
A10 Networks, Inc.$39.00
AccessData Group, LLC0-NA
Adconion Media Group Ltd.$80.00
Aeris Communications0-NA
Agilyx Corp.$53.70
ALGIX, LLC$0.30
Amber Road, Inc.0-NA
Answers Corporation0-NA
Applied Predictive Technologies$61.50
Aquantia Corporation$137.00
ArcherMind Technology (Nanjing) Co., Ltd.0-NA
Arista Networks, Inc.$7.10
Asendu Mobile Studio, LLC0-NA
Axis Teknologies LLC0-NA
Azaleos Corporation$21.70
Bedroc0-NA
Blip Networks$26.40
Bottle Rocket Apps0-NA
Boulder Wind Power$46.40
BoxTone, Inc.0-NA
Break Media$21.40
BTI Systems$120.00
Calxeda, Inc.$48.00
ClickBank / Keynetics, Inc.0-NA
Collective, Inc.$22.50
Complete XRM, Inc. $5.50
Corent Technology, Inc.$8.00
CorrelSense Ltd.$21.40
Coverity, Inc.$22.20
Cramer-Krasselt0-NA
Cymtec Systems, Inc.0-NA
DataCore Software Corporation0-NA
DataDirect Networks, Inc. (DDN)$9.90
DataSphere Technologies, Inc.$32.00
DataStax$13.70
Delivery Agent, Inc.$107.30
Digital Reasoning Systems, Inc.$4.20
DocuSign, Inc.$122.00
Dun & Bradstreet Credibility Corp.$200.00
Dynamic Network Services, Inc.0-NA
dynaTrace Software / Compuware0-NA
eBags, Inc.$30.00
Ecrio$34.00
Edeniq, Inc.$70.00
Embrane, Inc.$27.10
Endeca Technologies, Inc. / Oracle0-NA
enStratus Networks, Inc.$4.50
Envisage Information Systems, LLC.0-NA
ExpenseCloud / Trinet0-NA
Fieldglass, Inc.$37.50
FragranceNet.com, Inc.0-NA
FunMobility, Inc.$1.50
GeneForge Ltd. $0.75
GlobalLogic, Inc. $60.00
GoodData Corporation$53.50
Greenbox$18.50
Hadapt, Inc.$9.50
HomeSphere, Inc.$8.60
Hortonworks, Inc.0-NA
iHerb, Inc.0-NA
INRIX, Inc.$68.00
InsideView Technologies, Inc.$30.90
ip-label0-NA
iParadigms, Inc.0-NA
JAMF Software, LLC.0-NA
Kenshoo$17.60
Komli Media Private Limited$66.80
Kontiki, Inc.$19.80
LANDesk Software, Inc.0-NA
Loggly$10.40
LogRhythm, Inc.$31.40
Luminex Software, Inc.0-NA
MagazineRadar$8.00
MapR Technologies, Inc.$29.00
Marketo, Inc.$107.00
Masergy Communications, Inc.0-NA
Mass Relevance, Inc.$5.90
Materia, Inc.0-NA
Mercent Corp.$12.70
MINDBODY, Inc.$28.30
ModCloth, Inc.0-NA
Monetate, Inc.$20.10
myDIALS, Inc.$8.25
Navent Group$70.00
Net Optics, Inc.0-NA
Netronome Systems, Inc.0-NA
Netuitive, Inc.$36.50
NexGen Storage, Inc.$12.00
Nextek Power Systems0-NA
Nexus IS, Inc.$1.00
O’Reilly Media0-NA
OnShift, Inc.$4.70
ooVoo0-NA
Ooyala$79.00
OPX Biotechnologies, Inc.$60.00
Outsell, LLC0-NA
PAS, Inc.0-NA
Passkey International, Inc.$26.10
PaySimple, Inc$28.00
Perfect Market, Inc.$28.50
Perimeter eSecurity, Inc.$110.70
PPLive$300.00
Rally Software Development Corp.$69.40
Replicon Inc.$1.40
Revionics, Inc.$12.30
Rocket Fuel, Inc.$61.50
Roku, Inc.$77.50
SAY Media0-NA
Scale Computing, Inc.$29.00
Scality, Inc.$12.00
SecureAuth Corporation0-NA
SevOne$3.50
Shanghai FClub E-Commerce Co.$20.00
Shopco Holdings$22.00
ShopIgniter, Inc.$11.60
Siluria Technologies, Inc.$34.80
Silver Peak Systems, Inc.$63.80
Simple Finance Technology Corp.$13.10
Sixense Entertainment, Inc. 0-NA
Solix BioSystems, Inc.$69.30
Switch Communications Group, LLC0-NA
Tagged$22.00
Talari Networks, Inc.$20.70
Teletrac, Inc.0-NA
The Rubicon Project$57.00
The Search Agency, Inc. $17.00
TOA Technologies Inc.$34.50
Tool King, LLC0-NA
Tropos Networks, Inc./ABB, Inc.0-NA
Tyfone, Inc.$10.00
UCWeb Inc.$50.00
uTest, Inc.$36.70
Verdezyne, Inc.$33.00
Vidyo$99.00
Warby Parker$15.00
WhipTail0-NA
Wikia Inc.$14.00
Woobox0-NA
XIFIN, Inc$20.80
Yodlee, Inc.0-NA
YouSendIt, Inc.$49.00
YuMe, Inc$74.80

SaaS Workshop - Tuesday Afternoon, August 14th, 2012

The SaaS Workshop, which is tailored to private company executives of SaaS companies, SaaS investors, corporate development executives, and other SaaS industry participants, will consist of a presentation by Brendan Barnicle, Pacific Crest's Software Analyst who covers many of the public SaaS names, followed by an interactive roundtable discussion focusing on SaaS strategy and the key operational and financial metrics which are used to manage SaaS businesses. To guide our discussion, we will review newly released benchmarking data from our 2012 Private SaaS Company Survey. The Workshop will take place on Tuesday, August 14th, from 1:30 p.m. - 3:30 p.m., at The Lodge at Vail.

Agenda

Market Update & SaaS Buyer Survey Results Presentation & Discussion: Brendan Barnicle, Pacific Crest Senior Research Analyst

Interactive Roundtable Discussion

  • Presentation of Results from Pacific Crest's 2012 Private SaaS Company Survey: We will be releasing results from a survey which we are currently conducting and provide a platform for participants to discuss and analyze the results and review some important new benchmarking data for SaaS companies.
  • SaaS Best Practices and Business Metrics: Using the survey as backdrop, participants will discuss best practices, business models, sales models and metrics for SaaS companies.
  • Fundraising & Exits in the SaaS World: We will present recent data on recent transaction activity and valuations, while participants provide their experiences, opinions and questions regarding specific strategies for private capital fundraising, M&A, and the IPO market for SaaS companies

Internet and Digital Media Workshop and Lunch - Tuesday Morning, August 14th, 2012

Today's consumer exists in an increasingly fragmented web ecosystem as a result of new technologies that have enabled businesses to offer more content, product, games and services than ever before. Investors are diligently working to make sense of the complicated consumer Internet landscape with the intent of picking tomorrow's Google, Apple, Amazon or Facebook. Pacific Crest's Internet and Digital Media investment banking team will host a workshop featuring executives from leading private companies across the segment, having vertically focused discussions in several key areas.

SMBs: Technology Solutions for Local Businesses Creating New Opportunities

  • Jeff Stibel, CEO, Dun & Bradstreet Credibility Corp
  • Satbir Khanuja, President & CEO, DataSphere Technologies
  • Nicholas Tejerina, CEO, Navent.com
  • Ken Cragun, CFO, Local Corp
  • David Hughes, CEO, The Search Agency

Online Video: Helping Publishers and Advertisers Exploit a Rich Media Gold Mine

  • Tyler Moebius, CEO, Adconion
  • Kelly Day, CEO, Blip.tv
  • Andrew Doyle, CFO, Break Media
  • Jayant Kadambi, CEO, YuMe Networks

Media and Advertising: Adapting to Dynamic Consumer Behaviors and Consumption Patterns

  • Lincoln Millstein, EVP and Deputy Group Head, Hearst Interactive Media
  • John Zieser, Chief Development Officer, Meredith Corporation
  • Stephen Walker, COO, Perfect Market
  • Ben Smith, CEO, ShopCo
  • David Richter, Chief Strategy Officer, SAY Media

The Social Web: Finding Real Value in User Generated Content

  • Peter Horan, President and COO, Answers Media Group
  • Geoff Cook, COO, MeetMe
  • Robert Jackman, Executive Chairman, ooVoo
  • Greg Tseng, CEO, Tagged
  • Craig Palmer, CEO, Wikia

Online Retail: Data-Driven Decision Making to Drive Profitable eCommerce

  • Bradley Wiskirchen, CEO, ClickBank
  • Dennis Apfel, CEO, FragranceNet
  • Ken Rose, Controller, iHerb
  • Eric Best, CEO & Chairman, Mercent
  • Jeff Schotts, CFO, ModCloth

BYOIT - Monday, August 13 8:00 AM

Presenters

  • Box: Dylan Smith, Co-Founder and CFO
  • Citrix (CTXS): Michael Cristinziano, Vice President of Strategic Development
  • Rackspace (RAX): John Engates, CTO

Moderator

  • Rob Owens

Next-Wave Tech Disruptors - Monday, August 13 12:15 PM

Presenters

  • Aquantia: Phil Delansey, VP of Business Development
  • Arista Networks: Doug Gourlay, Vice President
  • Big Switch Networks Inc.: Guido Appenzeller, CEO
  • Silver Peak Systems: Rick Tinsely, CEO
  • Vidyo: Ofer Shapiro, CEO

Moderator

  • Brent Bracelin
Title Panelists Moderator Time Room Category
Private Capital Perpsectives on Investment Trends and Public EquityMohr Davidow Ventures: Erik Staser, General Partner
Crosslink Capital: Michael Stark, Founder and General Partner
Investor Growth Capital Asia: Michael Ricks, CEO
TA Associates: Elizabeth de Saint-Aignan, SVP
Qualcomm Ventures: Nagraj Kashyap, VP and Global Head
Brewer Stone and Terry SchallichMonday, August 13 11:00 AMThe Lodge at VailVenture Capital
Overcoming the Valley of Death (Four Seasons)BASF Venture Capital American: Pulakesh Mukherjee, Ph.D., Principal
General Catalyst: Hemant Taneja, Principal
Mohr Davidow Ventures: Erik Staser, General Partner
Dave KalezTuesday, August 14 12:00 PMVenture Capital
Opportunities for Growth within the Touch IndustryIntel (INTC): Geoff Walker, Senior Touch Technologist
N-trig: Richard Seger, President
Touch Technologies: Michael Woolstrum, CEO
John Vinh, CFAMonday, August 13 11:00 AMMunich/GarmischSemis
ARM in the Data CenterARM Holdings (ARMH): Ian Ferguson, Head of Server Division
Calxeda: Karl Freund, VP Marketing
OpSource: Treb Ryan, CEO
Mike McConnellMonday, August 13 10:00 AMBavariaSemis
Pacific Epoch Lunch PanelKevin VassilyMonday, August 13 12:00 PMSonnenalp - Ludwig's TerracePacific Epoch
Expert Panel Discussion Driven by Real-Time Audience Text SurveyBain Capital: Ben Nye, Managing Director
Deloitte Consulting LLP: Shehryar Khan, Principal
Compuware: Scott Johnson, VP of Corporate Development
Morrison & Foerster LLP: Michael O'Bryan, Partner, Attorney
Pacific Crest: Michael O'Hare, Managing Director, M&A Advisory
Christopher HiebMonday, August 13 12:15 PMThe Lodge at VailM&A
Future of TV: Driving and Monetizing an Explosion of ContentAdconian: Tyler Moebius, CEO
Blip.tv: Kelly Day, CEO
Ooyala: Bryan Morris, VP of Finance
Roku: Oliver Hutaff, CFO
Monday, August 13 4:00 PMBavariaInternet & Entertainment
E-Commerce: Year-End Outlook and Perspectives on Future Growth DriverseBags: Peter Cobb, Co-Founder, SVP
Delivery Agent: Kelyn Brannon, EVP and CFO
ModCloth: Jeff Shotts, CFO
Warby Parker: Steve Miller, CFO
Chad BartleyTuesday, August 14 8:30 AMBavariaInternet & Entertainment
Next-Generation Display Ad TechCollective: Aman Verjee, CFO
Komli: Prashant Mehta, CEO
Rocket Fuel: Peter Bardwick, CFO
The Rubicon Project: Brian Barnum, COO/CFO
Evan WilsonTuesday, August 14 1:00 PMFischen/KemptenInternet & Entertainment
Online Travel: Disruptive Shifts in Distribution and Consumer BehaviorHotelTonight: Sam Shank, Co-Founder and CEO
Orbitz (OWW): Sam Fulton, SVP of Global Product Strategy
Room77: Kevin Fliess, GM and VP Product
Chad BartleyTuesday, August 14 3:00 PMBavariaInternet & Entertainment
Big Data Series (Applied Predictive Technologies, Digital Reasoning, GoodData, Hadapt, QlikView)Applied Predictive Technologies: Anthony Bruce, CEO
Digital Reasoning: Tim Estes, CEO
GoodData: Stephane Panier, CFO
Hadapt: Justin Borgman, CEO and Co-Founder
QlikView (QLIK): Bill Sorenson, CFO
Rob Owens / Jesse HulsingMonday, August 13 1:30 PMBavariaEnterprise
Big Data Series (Data Stax, Hortonworks, Informatica, MapR, MSFT)Data Stax: Billy Bosworth, CEO
Hortonworks: John Kreisa, VP Marketing
Informatica (INFA): Chris Boorman, SVP and CMO
MapR: M.C. Srisvas, CTO and Co-Founder
Microsoft (MSFT): Shawn Bice, Director, SQL Server Program Manager
Brendan BarnicleMonday, August 13 2:15 PMBavariaEnterprise
Big Data Series (DataDirect Networks, Micron, TekRocket)DataDirect Networks: Jeff Denworth, VP Marketing and Corporate Development
Micron (MU): Edward Doller, VP and Chief Memory Systems Architect
TekRocket: Mark Lewis, Founder
Brent BracelinMonday, August 13 3:00 PMBavariaEnterprise
CIOs' Top SaaS Priority: MarketingBazaarvoice (BV): Brett Hurt, CEO
Brightcove (BCOV): Christopher Menard, EVP & CFO
Marketo: Fred Ball, CFO
Monetate: David Brussin, CEO
David SpitzTuesday, August 14 9:30 AMBavariaEnterprise
Opportunities and Challenges of Vertical-Specific SoftwareGuidewire (GWRE): John True, Head of Sales; Karen Blasing, CFO
PROS Holdings (PRO): Andres Reiner, CEO
RealPage (RP): Steve Winn, Chaiman and CEO
Turnitin: Chris Caren, CEO
Brendan BarnicleTuesday, August 14 11:00 AMBavariaEnterprise
Wi-Fi OffloadBoingo Wireless (WIFI): Edward Zinser, CFO
BTI Systems: Steve Waszak, CEO
James FaucetteTuesday, August 14 2:00 PMBavariaCommunications
Next-Wave Networking: Key Archictectural Shifts in 2013 and Beyond (ALLT, INFN, JNPR, PKT)Allot Communications (ALLT): Marc Zionts, VP of Strategic Mobile Service Providers
Infinera (INFN): Dave Welch, Executive VP and Chief Strategy Officer
Juniper (JNPR): Rami Rahim, SVP, Edge & Aggregation Business Unit
Procera Networks (PKT): James Brear, CEO
Brent BracelinMonday, August 13 10:30 AMBavariaCommunications
Mobile Ecosystems: Can Anyone Disrupt iOS?FunMobility: Adam Lavine, President and CEO
GlobalLogic, Inc.: Shashank Samant, President and CEO
INRIX, Inc.: Scott Sedlik, VP of Marketing
UC Web: Roy Rong, CFO
James FaucetteTuesday, August 14 1:00 PMBavariaCommunications
Accelerating Commercialization in the New Energy EconomyAgilyx Corporation: Chris Ulum, CEO
Nextek Power Systems: Paul Savage, CEO
OPX Biotechnologies, Inc.: Charles Eggert, President and CEO
John BookMonday, August 13 3:00 PMMunich/GarmischClean Tech
The Global Cleantech OpportunityEdeniq: Brian Thome, CEO
General Catalyst: Hemant Taneja, Principal
Siluria: Alex Tkachenko, CEO
John BookTuesday, August 14 3:00 PMOberstdorfClean Tech

Enterprise IT

Internet and Digital Media

Pacific Crest is the premier investment bank for technology, operating at the leading edge, where global connectivity is fueling an unprecedented expansion cycle. We apply our knowledge of the drivers of value creation and global network of relationships to technology's high growth sectors, such as global Internet, mobility, SaaS, cloud and big data, next gen infrastructure and alternative energy. As a result, our clients - technology's foremost institutional investors and market leading companies - rely on us to achieve superior returns and gain competitive advantage from the seismic shifts occurring in technology.

Research

Our approach combines leading technology equity research with proprietary industry data and expertise mined by our Mosaic and Pacific Epoch teams. As a result, we are integrated into the investment processes of technology's leading institutional investors, tailoring the application of our research to the specific needs of each client to assist them in thesis development, stock selection and ongoing portfolio management.

The effectiveness of our approach is illustrated by Greenwich Associates' annual US Institutional Investors Survey where we have been a perennial leader during the last five years, including receiving the highest rating for "Overall Equity Analyst Quality" for technology among all full service investment banks in 2010 and 2012.

Equity Research

The strength of our equity research begins with its focus on the high-growth segments of technology as companies operating in these areas present the largest opportunities to benefit from the massive changes underway in the industry. Our team's collaborative style provides insights that others overlook and their fundamental knowledge of the drivers of value creation and access to our global network of relationships leads to actionable insights to improve the performance of our clients.

Mosaic

Our Mosaic offering helps clients identify and capitalize on the emerging themes in technology. Mosaic's services include primary research and proprietary data, along with the insights of an elite network of technology industry leaders. Our Mosaic specialists work one-on-one with clients, delivering access to the most relevant and timely information to address their specific questions or strategic situations.

Pacific Epoch

Our deep commitment to Asia is evident in Pacific Epoch, the largest independent technology research firm in China with 50 full-time professionals based in Shanghai. Pacific Epoch keeps our clients' up-to-date on emerging trends and investment opportunities in key technology sectors in China by combining proprietary data and on-the-ground insight and analysis.

Sales & Trading

We have the largest and most experienced group of technology sector sales and trading specialists of any investment bank. Our technology specialists are front-line professionals working shoulder-to-shoulder with institutional investors, applying our intellectual capital and expertise to suit their specific needs. Our focus on technology provides an unparalleled level of understanding of the operational and strategic issues affecting the sector's high growth companies.

The annual Greenwich Associates US Institutional Investors Survey highlights the strength of our front-line technology specialists. We have ranked number one for "Best Sales Professional" for technology among all full service investment banks in each of the poll's last five years, including 2012. We are also consistently ranked highly for "Quality of Trading" for technology, including our number one rankings among all non-bulge firms in 2010 and 2012.

Investment Banking

Our seasoned team of sector experts and transactional specialists collaborate to help clients identify and implement the right course of action, whether a financing, M&A or alternative event. We focus on our clients' long-term interests and tailor our counsel to each particular circumstance. Our domain expertise, transactional experience and global network of relationships with technology's leading companies, portfolio managers, analysts, venture capitalists and private equity investors allows us to quickly assess the available options and execute accordingly. As a result, we are a leading managing underwriter of technology company public offerings and a top-tier advisor in M&A and private placement transactions. Our clients include many of technology's leading companies in North America, China, India, Latin America and Russia among other markets.

About Pacific Crest Securities

We have 200 employees and are headquartered in the United States, with offices in Boston, New York, Portland, San Francisco, Stamford and our Representative Office in Beijing as well as Pacific Epoch in Shanghai. We were established in 1990.

MOSAIC

Our Mosaic offering helps clients identify and then take advantage of emerging themes in the technology market. Mosaic's services include primary research and proprietary data, along with the insights of an elite network of technology industry leaders. Sample products include Semiconductor Demand Trends, Social Commerce Snapshot, IT Spending Dynamics, Monthly Roundtables, as well as one-on-one calls with clients.

Come to the Mosaic desk at the Sebastian or Sonnenalp for more details.

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Recent Advisory Transactions