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CFO Roundtable: The Under Appreciated Nexus Between Growth Capital and Storytelling... An Investor's Perspective

December 12, 2019
8:00 AM to 10:00 AM PST

Silicon Valley Capital Club
50 West San Fernando Street
17th Floor
San Jose, California 95113
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Natasha Morales
(408) 352-3576
Email
  • Summary
  • Roundtable Discussion
  • Speaker and Moderator
We would like to invite you to attend our exclusive CFO Roundtable. This quarterly series presented by BDO USA, LLP features an intimate group format providing a platform for Bay Area CFOs to discuss hot topics currently impacting public companies and seek guidance from your peers, who experience similar challenges.

Whether your company is public or private, family-owned or non-profit, growth capital is likely in your future. Finance executives have been trained to believe that equity or debt financing comes down to financial metrics — full stop.

Regarding that long-held belief, former institutional investor, best-selling author, and acclaimed speaker Adam J. Epstein has the following question: “If equity and debt financings were just about dollars and cents, then how does that explain the fact that similarly performing companies are valued completely differently by investors and lenders every day?”  

Key takeaways from the event will include:
  • What are the other factors influencing the perception of a company
  • How do these perceptions ultimately impact the valuation of a company
  • Are there things you can do as an executive to influence these perceptions
8:00 AM to 8:30 AM - Registration and Breakfast

8:30 AM to 10:00 AM - Roundtable Presentation
Speaker
3.jpg Adam J. Epstein a former institutional investor, and, now, an advisor to CEOs and boards of small-cap companies through his firm, Third Creek Advisors, LLC. He is a key contributor to Nasdaq’s Amplify small-cap content platform, a fellow at the Nasdaq Entrepreneurial Center, and he’s on the editorial advisory board of Small-Cap Institute, Inc.

Mr. Epstein writes the “Entrepreneurial Governance” column for Directorship magazine, and he’s the author of The Perfect Corporate Board: A Handbook for Mastering the Unique Challenges of Small-Cap Companies (McGraw Hill, 2012). In June 2017, The Perfect Corporate Board was the #1 ranked corporate governance book on Amazon.com.

Prior to founding Third Creek, Mr. Epstein co-founded and was a principal of Enable Capital Management, LLC. During his tenure, Enable’s special situation hedge funds invested in more than 500 small-cap financings. Mr. Epstein has been featured in The Wall Street Journal and Bloomberg Businessweek, and on Nasdaq Livestream and CNN Presents, and he has testified in front of the U.S. Securities and Exchange Commission. He earned a Juris Doctor from Boston University, and a Bachelor of Arts, cum laude, from Vassar College.

Moderator
4-(1).jpg Hitesh Shah has more than 25 years of experience spanning startup through venture financing and eventual M&A exits in multiple high technology companies. He has in-depth experience in people management, finance, venture capital, business development, product management, business planning and customer service. Hitesh has raised over $100M in venture capital for four different startups.

Prior to joining BDO, Hitesh has served in multiple executive roles as CFO, COO and CEO.  He was the Chief Operating Officer at Solum an Andreessen Horowitz, Khosla Ventures and Google Ventures funded company which was acquired by Monsanto.  Hitesh also served as CEO and COO at Fat Spaniel Technologies acquired by Power-One and CFO at iPolicy Networks which was acquired by Tech Mahindra in India.

Hitesh serves as the chairman of the Executive Leadership Council of Parents Helping Parents (PHP), an organization whose mission is to empower families to build bright futures for children with special needs. He also serves as a board director of Human Needs Project (HNP), an organization focused on alleviating poverty. Hitesh holds a BSc in Industrial Engineering from Western Michigan University and an MBA from UC Berkeley Haas School of Business.