Going public? CEOs, CFOs and board members share their lessons learned
CEOs, CFOs and board members of recent IPOs will share their going-public experiences and the lessons they learned throughout their IPO journeys.
Partner, Financial Services IPO Leader
Ernst & Young LLP
Joe is a partner at Ernst & Young LLP with more than 19 years of experience providing assurance and advisory services to both private and public financial services companies. His experience includes advising high-growth companies through the IPO process and many significant acquisitions. He has extensive experience with SEC reporting and various technical accounting issues, including business combinations, consolidation, stock-based compensation, financing transactions, derivatives and hedging activities, securitizations and various M&A-related issues.
CEO, Founder, and Chief Product Architect
Frank Addante is CEO, Founder and Chief Product Architect of Rubicon Project (NYSE: RUBI). Rubicon Project’s mission is to automate the buying and selling of advertising. The company operates the world’s largest independent advertising exchange, processing over 4 trillion transactions per month, and reaches over 600 million users. An engineer turned entrepreneur, Frank founded five companies resulting in two acquisitions and two IPOs. Frank founded StrongMail Systems, pioneered the ad server as CTO/Technology Founder of L90 (IPO, then acquired by DoubleClick) and created Starting Point, a search engine that became the seventh-most popular internet site in 1997 (acquired by CMGI).
Mike Kourey is a partner at Khosla Ventures (KV) who provides venture assistance and strategic advice as an active board member to a broad array of portfolio companies. He recently worked closely with RingCentral to coach the company through its IPO. He was also a director of The Climate Corporation, which Monsanto acquired for approximately $1 billion. Prior to KV, Mike was CFO and board member at Polycom, where he joined as employee number seven pre-financing and drove Polycom’s revenue growth from a standing start to $1.5 billion in 2011. He is a board member at networking leaders Aruba Networks and Riverbed Technology, having joined each company prior to their IPOs. Mike holds a BS from the UC Davis and an MBA from Santa Clara University.
President & CEO
Dr. Peter Maag has 20+ years of experience in the pharmaceutical and diagnostic industry. Prior to joining CareDx, Dr. Maag was President of Novartis Diagnostics based in California. He headed the expansion of the unit with worldwide growth in its blood screening business and established new ventures in molecular diagnostics. Dr. Maag also led one of Novartis’ key affiliates as Country President, Germany, and was Country President, Korea. At Novartis, he helped launch the Infectious Diseases franchise and served as the Head of Strategy for Novartis Pharmaceuticals. Prior to Novartis, Dr. Maag worked at McKinsey & Company. He holds board and advisory positions at Phoenix, MolecularMD and Cobaltix. Dr. Maag studied in Heidelberg and London and received his PhD from the University of Berlin, Germany.
Founder & Vice Chairman
Stephen D. Neeleman, MD is Founder and Vice Chairman of HealthEquity. Steve founded HealthEquity in 2002 with the vision to repair the fractured relationship between patients and their physicians and help more people obtain quality health insurance by re-introducing consumerism to health care. Steve is also a practicing general and trauma surgeon for Intermountain Healthcare. Utah’s Governor, Gary Herbert, appointed Steve to serve as a board member of HIP Utah, Utah’s high-risk insurance pool. He also serves on the Council for Affordable Health Insurance HSA Working Group, and on America’s Health Insurance Plans’ HSA Leadership Council. Steve completed his undergraduate degree at Utah State University. He attended medical school at the University of Utah and completed surgical training at the University of Arizona.