Silicon Forest Technology & Financial Forum

Overview

The panel presentations from this event are available on the agenda portion of this website.

The Oregon Technology Investor Tour and the Silicon Forest Forum have combined forces to create the Silicon Forest Technology and Financial Forum.   This event provides a unique opportunity for the financial community to experience Oregon public and private companies, meet their management teams, and take company tours (if applicable).  In addition, concurrent panel discussions on a range of technology management and sector specific issues will allow entrepreneurs and companies to gain insights into opportunities for their growth and success.

What Will You Gain by Attending:

• Access to executives representing the Telecom, CAE and Semiconductor Industries, Alternative Energy, Green Tech, Social Networking, Internet Security, Application Software and Medical Technology Services
• Exchange of critical information from companies in a unique and small group format
• Develop and maintain important relationships with leading-edge technology companies 
• Cost savings by networking with company executives and peers in one general location

Day One – Tuesday, August 25th:  Five public company financial presentations and five panel discussions on a range of technology related issues.

Day Two – Wednesday, August 26th:  Five private company financial presentations and five panel discussions focused on management and sector specific topics.

Public Participating Companies Include:
- FEI Company (Nasdaq: FEIC)
- TriQuint Semiconductor (Nasdaq: TQNT)
- RadiSys Corporation (Nasdaq: RSYS)
- Mentor Graphics (Nasdaq: MENT)
- Pixelworks (Nasdaq: PXLW)

Private Participating Companies Include:
- Jive Software
- Tripwire, Inc.
- nLIGHT Corporation
- Viewpoint Construction Software

Panel Discussions Include:
 - Cleantech
 - Software as a Service
 - Raising Capital
 - Open Source
 - Nanotechnology
 - Mobile Applications
 - M&A
 - Healthcare IT

Who Should Attend: 
 - C-Level Executives
 - Management & Technology Executives
 - Research Analysts 
 - Buy-Sell Decision Makers
 - Private Equity Fund Managers 
 - Mezzanine Investors   
 - Investment Bankers 
 - Key Portfolio Managers
 - Fund Managers 
 - Venture Capitalists 
 - Corporate Investors
 - Entrepreneurs

Agenda

Day 1
Tuesday, August 25, 2009

8:00 – 9:20 AM
Track A – Public Company Financial Presentation
FEI Company (Nasdaq:  FEIC)

8:00 – 9:00 AM
Track B - Panel Discussion
Cleantech:  Sun, Cars and Batteries - Oregon’s Power Solution
Cleantech companies are facing a rapidly changing environment and face pressures from legislative and consumer preference challenges.  How have successful companies from two of the leading sectors, solar and electric vehicles, navigated these pressures?  What opportunities are emerging and how can existing resources be used to capture these opportunities?
Presentations:
Oregon’s Solar Recruitment Initiative, Bruce Laird, Oregon Business Development Department
Intel Capital’s Technology Market Focus, Steve Eichelaub, Intel Capital
The Science of Storage,Chris Wheaton, EnerG2, Inc.

9:30 – 10:50 AM
Track A – Public Company Financial Presentation
TriQuint Semiconductor (Nasdaq:  TQNT)

9:30 – 10:30 AM
Track B - Panel Discussion 
Mobile Applications:  Mobile Computing Anyplace, Anywhere, Anytime
This panel will cover the anticipated size of the mobile application market, developing a mobile strategy for existing businesses, and exploring a new paradigm of business opportunities based solely on mobile applications.
Presentations:
The Coming Mobile Tsunami, Jason Grigsby, Vice President, Mobile and Web Strategist, Cloud Four, Inc.
Value – Worldwide Mobile App Market, Ben Jacobsen, Mobspot, Inc.
Kiyo Kubo, Founder, Spotlight Mobile, Inc.
Now it’s personal – mobile computing in the new enterprise, Dave Shanley, CrowdCompass

11:00  AM – 12:20 PM
Track A – Public Company Financial Presentation
RadiSys Corporation  (Nasdaq:  RSYS)
RadiSys Corporation presentation will be webcasted live (11:00 a.m.) and available for replay at:
http://investor.radisys.com/phoenix.zhtml?c=90237&p=irol-EventDetails&EventId=2317823

11:00 AM – 12:00 PM
Track B – Panel Discussion
Software as a Service:  SaaS in the Cloud
Software as a service leverages the power of cloud computing.  This panel will focus on the issues and opportunities of using the cloud for computing, and how traditional enterprise software is affected by use of the cloud.
Presentations:
Patrick Lightbody, Founder and Chief Executive Officer, BrowserMob
Cloud Computing:  Legal Issues, Bill Pierznik, Alto Law Group
Cloud Memory, Clive Cook, Chief Executive Officer, RNA Networks, Inc.
Bryan LeBlanc, Chief Financial Officer, Jive Software

12:30 – 1:45 PM
Keynote and Lunch
Keith R. Larson, Vice President, Intel Capital,
Managing Director, Manufacturing, Taiwan and Korea Sector
Presentation:
Global Investing  – Picking the Right Path, Keith Larson, VP, Intel Capital

1:55 – 3:15 PM
Track A – Public Company Financial Presentation
Mentor Graphics (Nasdaq:  MENT)

2:00 – 3:00 PM
Track B – Panel Discussion
Capital Raising:  Equity, Debt and Rock & Roll – Is there Music Post Recession?
The recession has had dramatic impact on the financial markets, what will the future look like for IPOs, venture capital, venture debt and private equity?
Presentations:
Crisis = Danger + Opportunity, Matt Compton, Venture Partner, Madrona Venture Group
Stephen Babson, Endeavour Capital
Debt Markets Summary, Ron Sherman, Silicon Valley Bank
Tammy Kiely, Managing Director and Head of Semiconductor Investment Banking, Goldman, Sachs & Co.

3:25 – 4:45 PM
Track A – Public Company Financial Presentation
Pixelworks (Nasdaq:  PXLW)
Pixelworks presentation will be webcasted live (3:25 p.m.) and available for replay at:
http://www.pixelworks.com/#investors

3:30 – 4:30 PM
Track B – Panel Discussion
Open Source Goes Mainstream
What open  source strategies and business models are effective, and how has open source affected enterprise software products?  How does open source and open ID fit into the ecosystem, the challenges and opportunities that have emerged based on the current economic landscape.
Presentations:
Stuart Cohen, Chief Executive Officer, Collaborative Software Initiative
Deborah Bryant, Public Sector Communities Manager, OSU Open Source Lab

5:30 – 8:30 PM
Dinner Keynote Address
The Economy, the Financial Markets, and the Implications for the High-Tech Industry
Keynote:  Tammy Kiely, Managing Director and Head of Semiconductor Investment Banking, Goldman, Sachs & Co.
Presentation:
The Economy, the Financial Markets, and Implications for the Technology Industry
8:00 – 9:20 AM
Track A – Private Company Financial Presentation
Jive Software

Day 2
Wednesday, August 26, 2009

9:30 – 10:50 AM
Track A – Private Company Financial Presentation
Tripwire, Inc.

9:30 – 10:30 AM
Track B – Panel Discussion
Nanotechnology in Oregon:  Leadership positions in Instruments, Life Sciences and Electronic Materials
Technical developments and trends in Nanotechnology that could lead to major business opportunities and make a dramatic impact on everyday life.
Presentations:
Labeling & Detection Tools for Biology, Chockalingam “Palani” Palaniappan, Ph.D. , Vice-President, Research & Development Cellular Analysis, Molecular Probes
New Materials – Unprecedented Performance, Rosaria Haugland Foundation Chair in Pure and Applied Chemistry, University of Oregon, Adjunct Professor – Oregon State University
 
11:00 – 12:20 PM
Track A – Private Company Financial Presentation
nLIGHT Corporation

11:00 AM – 12:00 PM
Track B – Panel Discussion
Mergers & Acquisitions: Navigating the M&A Landscape
The recession has disrupted the normal level of M&A, what are the emerging trends and forces on the M&A market today?  This panel will explore the changes to deal negotiations, strategy and terms based on the current landscape.
Presentations:
John Zdrodowski, Director, Mergers, Acquisitions & Divestitures, Intel Capital
M&A Trends:  Deal Complexity – Focus on Obligation to Close, Roy Tucker, Perkins Coie LLP   
Lev Finkelstein, Vice President, Technology Investment Banking, Goldman, Sachs & Co.

12:30 – 2:00 PM (boxed lunch served)
Track A – Private Company Financial Presentation
Viewpoint Construction Software 

12:30  – 2:00 PM
Track B – Panel Discussion (boxed lunch served)
Healthcare Technology:  IT – the Missing Piece to the Healthcare Puzzle
What are the issues preventing Healthcare’s adoption of IT, and how will IT be the key to solving escalating healthcare costs?  This panel will explore various opportunities and challenges that shape the healthcare IT landscape.
Presentations:
Overcoming the Barriers to Adoption of Healthcare IT solutions, Brian DeVore, Director, Industry Affairs/State Health Policy, Intel
Opportunities in Health Information Technology:  An Industry and Academic Perspective, William Hersh, MD, Professor and Chair, Department of Medical Informatics & Clinical Epidemiology, Oregon Health & Science University
Creating a Collaborative Healthcare Network, Malcolm Costello, SVP Marketing, Kryptiq
Healthcare Technology: IT – The Missing Piece to the Healthcare Puzzle – The Medical Practice Perspective, Charles M. Kilo, MD, MPH, GreenField Health

Companies

Public Participating Companies Include:

FEI Company (Nasdaq: FEIC), www.fei.com.

TriQuint Semiconductor (Nasdaq:  TQNT) designs, develops and manufactures innovative high-performance RF solutions using Gallium Arsenide (GaAs), Gallium Nitride (GaN), Surface Acoustic Wave (SAW) and Bulk Acoustic Wave (BAW) technologies. Our customers are world leading communications companies building mobile devices, 3G and 4G cellular base stations, WLAN, WiMAX, GPS, defense and aerospace applications. We operate the world’s largest commercial GaAs foundry, offering a wide selection of processes and comprehensive support services. Our 100mm facility is accredited by the Department of Defense with Category 1A “Trusted Foundry” status. We are an award-winning provider, and our solutions enable quicker designer turns, high performance, and a smaller bill of materials.
Learn more about TriQuint by watching this short video or visit the website, www.triquint.com.

RadiSys (Nasdaq: RSYS) is a leading provider of advanced embedded solutions for the communications networking and commercial systems markets. Through intimate customer collaboration and combining innovative technologies and industry leading architecture, RadiSys helps original equipment manufacturers, systems integrators and solution providers bring better products to market faster and more economically. RadiSys products include embedded boards, application enabling platforms and turn-key systems, which are used in today’s complex computing, processing and network intensive applications.  For more information, visit www.radisys.com, write to info@radisys.com, or call 800-950-0044 or 503-615-1100.

Mentor Graphics Corporation (Nasdaq: MENT) is a world leader in electronic hardware and software design solutions, providing products, consulting services and award-winning support for the world’s most successful electronics and semiconductor companies. Established in 1981, the company reported revenues over the last 12 months of about $800 million and employs approximately 4,425 people worldwide. Corporate headquarters are located at 8005 S.W. Boeckman Road, Wilsonville, Oregon 97070-7777, www.mentor.com.

Pixelworks (Nasdaq:  PXLW), headquartered in Portland, Oregon, is an innovative designer, developer and marketer of video and pixel processing technology semiconductors and software for high-end digital video applications. At design centers in Shanghai and San Jose, Pixelworks engineers push pixel performance to new levels for leading manufacturers of consumer electronics and professional displays worldwide.  Website, www.pixelworks.com.

Private Participating Companies Include:

Jive Software is the global leader in Social Business Software. Built with the best features of collaboration software, community software, and popular social applications. Jive revolutionizes how work gets done in the global enterprise by enabling businesses to connect and capitalize employee and customer conversations. Thousands of customers, including 15% of the Fortune 500, rely on Jive to solve critical challenges in Marketing and Sales, Human Resources, Support and Research & Development. Jive was founded in 2001 and is headquartered in Portland, OR.  Website, www.jivesoftware.com.  Join the Social Business Revolution.

Tripwire is the leader in data center compliance and infrastructure management solutions, building confidence for IT across both virtual and physical infrastructures. Tripwire Enterprise and vWire software help over 6,500 enterprises worldwide meet their configuration auditing, file integrity monitoring, virtual infrastructure management and change auditing needs for IT operations, security and compliance. Tripwire is headquartered in Portland, Ore. with offices worldwide. Tripwire can be found at www.tripwire.com, www.vwire.com, and @vwire on Twitter.

nLight Corporation, www.nlight.net.

Viewpoint Construction Software, http://www.viewpointcs.com
Viewpoint Construction Software has translated over 30 years of intense focus and collaboration with the construction industry into a rock-solid software platform that helps construction professionals efficiently manage across all areas of operation. 

Venue

Panel discussions, private company financial presentations and the Mentor Graphics and Pixelworks financial presentations will be held at:
Intel Capital
Jones Farm Campus
Hillsboro, Oregon

Entrance to the Jones Farm Conference Center is located between buildings JF3 and JF4.  A section of the parking lot will be specially designated for the Forum attendees.

Diving Directions from Portland Airport
From the Portland Airport Terminal, take Airport Way to I-205 South (exit right on I-205):

 - Proceed 2-3 miles to I-84 West (following signs to Portland city center).
 - Take I-84 West for about 10 miles to I-5
 - Exit right to I-5 North
 - Proceed two miles on I-5 North, exiting right onto I-405 South (Fremont Bridge)
 - Cross bridge and stay left on I-405 South
 - Proceed about 1.5 miles
 - Exit right on Highway 26 West (Beaverton)
 - Follow Highway 26 for approximately 15 miles 
 - Exit Highway 26 at Shute Road/Helvetia Road 
 - Take left at light to cross over Highway 26
 - Take right at light for Evergreen Road
 - Take left at light onto NE 25th
 - Jones Farm site will be on your right  

The FEI Company, TriQuint Semiconductor, and RadiSys Corporation financial presentations will take place at each of their company locations. 

Directions to Company Locations (FEI Company, TriQuint Semiconductor, RadiSys Corporation):  http://www.techamerica.org/content/wp-content/uploads/2009/08/directionstocompanylocations_2009.pdf

FEI Company,5350 NE Dawson Creek Dr., Hillsboro, OR  97124
TriQuint Semiconductor, 2300 NE Brookwood Pkwy, Hillsboro, OR  97124
RadiSys Corporation, 5445 NE Dawson Creek Dr., Hillsboro, OR  97124

Press

The Columbian
Semiconductor industry poised to grow
Libby Tucker
http://www.columbian.com/article/20090827/BIZ01/708279976/-1/BIZ

Oregon Business
On the Scene: The Future of M&A
Kevin Manahan
http://www.oregonbusiness.com/on-the-scene/2211-on-the-scene-to-merge-or-not-to-merge

The Oregonian — Silicon Forest Blog
Intel Capital: Economy’s a mess, VC is worse — so invest!
Mike Rogoway
http://blog.oregonlive.com/siliconforest/2009/08/intel_capital_economys_a_mess.html

The Oregonian — Silicon Forest Blog
Three Silicon Forest companies growing during down times
Mike Rogoway
http://blog.oregonlive.com/siliconforest/2009/08/three_silicon_forest_companies.html

Registration

Cost to attend:
Day 1, August 25, 2009 ($99.00)
Day 2, August 26, 2009 ($99.00)
Both Days ($155.00)
Keynote Dinner ($50)

To register call, (503) 970-0937.