Unicorn Bootcamp 2023
Join us for Newfront’s inaugural Unicorn Bootcamp, a high-value, high-intensity workshop that will expertly prepare you to navigate the tricky and sometimes treacherous process of going public.
Wednesday, October 18th, 2023 — Nasdaq Entrepreneurial Center — San Francisco
Newfront Unicorn Bootcamp
This exclusive event will directly address a range of topics that impact every IPO process. Joined by leaders from Goldman Sachs, NASDAQ, Goodwin Procter, Zurich Insurance, and others, we'll explore IPO preparedness, new disclosure requirements, board readiness, financial disclosures, how the public arena can impact your risk profile and your D&O policies, and much more.
Fireside Chat
The Promise and Peril of Going Public: What to Know Ahead of Time
This eye-opening conversation will explore the enhanced responsibilities of going public, including heightened requirements around transparency and financial disclosures, board requirements, stakeholder alignment, audit readiness, and more.
Alex Ip, CFO, Newfront (Moderator)
Chris Cable, Managing Director, Goldman Sachs
Ravi Kumar, U.S. West Region Market Leader, Connor Group
Phil Neiswender, Head of Board Advisory and Compliance, Nasdaq
Panel Discussion
Risky Business: Stories from the IPO Front Lines
Don’t miss this lively panel discussion of capital markets transactions, Securities and Exchange Commission (SEC) reporting and compliance, corporate governance matters, and executive risk.
Eric Tausend, Senior Director & West Regional ERS Leader, Newfront (Moderator)
Brad Weber, Co-Chair of Capital Markets, Goodwin Procter
Andrew Sparks, Technology Group Partner, Goodwin Procter
Deirdre Finn, Executive Risk Solutions Practice Leader, Newfront
Panel Discussion
When Securities Claims Happen: Preparing for the Inevitable
Join us for an essential discussion on securities litigation and D&O Insurance. The panel will provide an overview of the current litigation landscape with a focus on the low threshold for placeholder complaints, the risks of misrepresentation, and the nuanced roles that defense counsel, plaintiffs’ counsel, and mediators all play in the process.
Dereick Wood, Senior Vice President & ERS National Claims Leader, Newfront (Moderator)
Japhet Boutin, Head of Technical Claims at Zurich, Zurich Insurance
Jason Yoo, Assistant General Counsel, Head of Litigation & Ethics, Affirm, Inc.
Joanne Rodriguez, Vice President of National Claim Services, Executive Risk Solutions, Newfront
Partner testimonial
"We’ve developed an investment thesis around modern full-stack disruptors that are transforming the financial services sector. With their unique marriage of technology and domain expertise in insurance and benefits, we believe Newfront fits our thesis perfectly and represents the future of commercial insurance."
- Goldman Sachs Asset Management
Wednesday | October 18, 2023
Agenda
1:00 pm
Coffee & Registration
Join us in the registration area of The Gallery to register, grab a coffee and croissant, and get ready for an afternoon of big insights and important details.
1:30 pm
Welcome
Eric Long, Executive Vice President, Founding Principal, Newfront. Eric will welcome everyone to the event and provide a brief preview of the day’s activities.
1:40 pm
Market Overview
Maraya Argueta, Managing Director, New Listings & Capital Markets, Nasdaq. Maraya will kick off the bootcamp with a snapshot of the market, including current IPO trends, capital flows, market volatility, and emerging sectors.
2:00 pm
Fireside Chat: The Promise and Peril of Going Public
Join Newfront CFO Alex Ip, Goldman Sachs Managing Director Chris Cable, U.S. West Region Market Leader at Connor Group Ravi Kumar, and Head of Board Advisory and Compliance at NASDAQ Phil Neiswender, for an eye-opening conversation on the enlarged responsibilities of going public.
2:40 pm
Panel Discussion: Risky Business—Stories from the IPO Front Lines
Join Newfront Senior Director & West Regional ERS Leader Eric Tausend, as he welcomes Goodwin Procter Co-Chair of Capital Markets Brad Weber, the firm's Technology Group Partner Andrew Sparks, and Executive Risk Solutions Practice Leader at Newfront Deirdre Finn.
3:30 pm
Panel Discussion: When Securities Claims Happen
Join Newfront Senior Vice President & ERS National Claims Leader Dereick Wood, Japhet Boutin, Head of Technical Claims at Zurich and 2022 Claim Executive of the Year, Jason Yoo, Assistant General Counsel, Head of Litigation & Ethics at Affirm, Inc., and Joanne Rodriguez, Vice President of National Claim Services, Executive Risk Solutions at Newfront, for an essential discussion on securities litigation and D&O Insurance.
4:10 pm
Closing Remarks
Eric Long, Executive Vice President, Founding Principal, Newfront. Eric will bring the learning segment of the event to a close with a summary overview of the core challenges that await Unicorns as they enter the runway to a public offering.
4:15 pm
Cocktail Reception
Join us in the The Gallery for a closing reception with cocktails, wine, and hors d'oeuvres. A great opportunity to meet and mingle with some of your colleagues and peers in the unicorn space.
Featured Participants
Deirdre Finn
Head of Executive Risk Solutions Practice, Newfront
Eric Long
Executive Vice President, Risk Management, Newfront
Alex Ip
Chief Financial Officer, Newfront
Dereick Wood
Head of ERS National Claims Services and Client Engagement
Maraya Argueta
Managing Director, New Listings & Capital Markets, Nasdaq
Chris Cable
Managing Director, Goldman Sachs
Andrew Sparks
Technology Group Partner, Goodwin Procter
Brad Weber
Managing Director, New Listings & Capital Markets, Goodwin Procter
Japhet Boutin
Senior Vice President, Head of Technical Claims, Zurich Insurance
Ravi Kumar
U.S. West Region Market Leader, Partner, Connor Group
Eric Tausend
Senior Vice President, Executive Risk Solutions, Newfront
Jason Yoo
Associate General Counsel, Litigation & Ethics at Affirm
Joanne Rodriguez
Vice President of National Claim Services, Executive Risk Solutions, Newfront
Phil Neiswender
Head of Board Advisory and Compliance, Nasdaq
Participating partners
Newfront is proud to welcome the following companies:
