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Advanced Venture Capital 2012

Released on: Dec. 18, 2012
Running Time: 06:57:25

Running Time Segment Title Faculty Format
[01:00:30] Introduction and Market Update Jay A. Hershey ~ Managing Director, Corporate & Venture Services, Piper Jaffray & Co.
Kathleen Borie ~ Director, Emerging Company Services, PricewaterhouseCoopers
Jack Wills ~ Managing Director, Probitas Partners
Katie G. Taormino ~ Partner, SVB Capital
On-Demand MP3 MP4
[00:58:35] Key Investment Trends Danielle Naftulin ~ Cooley LLP
Donna M. Petkanics ~ Wilson Sonsini Goodrich & Rosati
Kathi A. Rawnsley ~ Lowenstein Sandler LLP
On-Demand MP3 MP4
[00:57:55] Hot Deal Sector: Brazil Brian C. Hutchings ~ Gunderson Dettmer LLP
On-Demand MP3 MP4
[00:59:20] Corporate Investments Collin G. Smyser ~ Lead Transactions Counsel, Motorola Mobility LLC
Edward F. Vermeer ~ Intel Capital Corporation
On-Demand MP3 MP4
[00:57:55] Corporate Governance and Venture-Backed Companies Jeffrey R. Wolters ~ Morris, Nichols, Arsht & Tunnell LLP
Thomas W. Kellerman ~ Morgan Lewis & Bockius LLP
On-Demand MP3 MP4
[02:03:10] Advanced Exits - M&A, IPO, Secondary Sales Christie Branson Ma ~ SVB Capital / Silicon Valley Bank
Steven Tonsfeldt ~ O'Melveny & Myers LLP
Paul Koenig ~ Managing Director, Shareholder Representative Services LLC
Curtis L. Mo ~ DLA Piper LLP (US)
On-Demand MP3 MP4

Understanding current market practice, deal terms and conditions, transaction documents and applicable securities, tax and ethical issues is critical in the venture capital business.

Lecture Topics  [Total time 06:57:25]

Segments with an asterisk (*) are available only with the purchase of the entire program.

  • Introduction and Market Update [01:00:30]
    Kathleen Borie, Jay A. Hershey, Katie G. Taormino, Jack Wills
  • Key Investment Trends [00:58:35]
    Danielle Naftulin, Donna M. Petkanics, Kathi A. Rawnsley
  • Hot Deal Sector: Brazil [00:57:55]
    Brian C. Hutchings
  • Corporate Investments [00:59:20]
    Collin G. Smyser, Edward F. Vermeer
  • Corporate Governance and Venture-Backed Companies [00:57:55]
    Thomas W. Kellerman, Jeffrey R. Wolters
  • Advanced Exits - M&A, IPO, Secondary Sales [02:03:10]
    Paul Koenig, Christie Branson Ma, Curtis L. Mo, Steven Tonsfeldt

The purchase price of this Web Program includes the following articles from the Course Handbook available online:

  • Venture Capital Market Transactions: What's Working? What's New?
    Jay A. Hershey
  • SEC Proposes Rules to Implement JOBS Act Provision Regarding General Solicitation and Advertising in Securities Offerings
    Donna M. Petkanics
  • Convertible Securities Purchase Agreement
    Donna M. Petkanics
  • Convertible Security Financing Summary of Terms
    Donna M. Petkanics
  • Legal Aspects of Venture Financings in Brazil
    Marcus Bitencourt, Brian C. Hutchings
  • List of Low Tax Jurisdictions (Brazil's Black List)
    Marcus Bitencourt, Brian C. Hutchings
  • Sample Request for Documents
    Marcus Bitencourt, Brian C. Hutchings
  • Corporate Venture Capital: An Overview of Intel Capital Corporation
    Edward F. Vermeer
  • Exclusive Forum Provisions in Corporate Governing Documents
    Thomas W. Kellerman, Cindy Dole
  • Corporate Governance and Venture-Backed Companies
    Jeffrey R. Wolters
  • Tales from the M&A Trenches: Pre-Closing Practices to Mitigating Post-Closing Risks
    Paul Koenig
  • Demystifying the JOBS Act: What it Means for Your Company
    Christie Branson Ma
  • JOBS Act Basics
    Christie Branson Ma
  • What's Working? What's New? State of the Capital Markets (PowerPoint Slides)
    Jay A. Hershey
  • Corporate Governance and Venture-Backed Companies (PowerPoint Slides)
    Jeffrey R. Wolters
  • Index to Advanced Venture Capital 2012

Presentation Material

  • Introduction and Market Update
    Kathleen Borie
  • Introduction and Market Update
    Jay A. Hershey
  • Introduction and Market Update
    Katie G. Taormino
  • Introduction and Market Update
    Jack Wills
  • Key Investment Trends
    Danielle Naftulin, Donna M. Petkanics, Kathi A. Rawnsley
  • Hot Deal Sector: Brazil
    Brian C. Hutchings
  • Corporate Governance and Venture-Backed Companies
    Thomas W. Kellerman, Jeffrey R. Wolters
Co-Chair(s)
Jason Doren ~ General Counsel, SVB Capital; Assistant General Counsel, SVB Financial
Curtis L. Mo ~ DLA Piper LLP (US)
Speaker(s)
Kathleen Borie ~ Director, Emerging Company Services, PricewaterhouseCoopers
Cindy Dole ~ Morgan Lewis & Bockius LLP
Jay A. Hershey ~ Managing Director, Corporate & Venture Services, Piper Jaffray & Co.
Brian C. Hutchings ~ Gunderson Dettmer LLP
Thomas W. Kellerman ~ Morgan Lewis & Bockius LLP
Paul Koenig ~ Managing Director, Shareholder Representative Services LLC
Christie Branson Ma ~ SVB Capital / Silicon Valley Bank
Danielle Naftulin ~ Cooley LLP
Donna M. Petkanics ~ Wilson Sonsini Goodrich & Rosati
Kathi A. Rawnsley ~ Lowenstein Sandler LLP
Yusuf H. Safdari ~ Pillsbury Winthrop Shaw Pittman LLP
Collin G. Smyser ~ Lead Transactions Counsel, Motorola Mobility LLC
Katie G. Taormino ~ Partner, SVB Capital
Steven Tonsfeldt ~ O'Melveny & Myers LLP
Edward F. Vermeer ~ Intel Capital Corporation
Jack Wills ~ Managing Director, Probitas Partners
Jeffrey R. Wolters ~ Morris, Nichols, Arsht & Tunnell LLP

PLI makes every effort to accredit its On-Demand Web Programs and Segments.  Please check the CLE Calculator above for CLE information specific to your state.

On-Demand Web Programs and Segments are approved in:

Alabama1, Alaska, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois , Iowa2*, Kansas, Kentucky*, Louisiana, Maine*, Mississippi, Missouri3, Montana, Nebraska, Nevada, New Hampshire4, New Jersey, New Mexico5, New York6,  North Carolina8, North Dakota, Ohio8, Oklahoma9, Oregon*, Pennsylvania10, Rhode Island11, South Carolina, Tennessee12, Texas, Utah, Vermont, Virginia13, Washington, West Virginia, Wisconsin14 and Wyoming*.

Iowa, Mississippi, Oklahoma, and Wisconsin DO NOT approve Audio Only On-Demand Web Programs.
Minnesota  approves live webcasts ONLY

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.

*PLI will apply for credit upon request. Louisiana and New Hampshire: PLI will apply for credit upon request for audio-only on-demand web programs.

1Alabama: Approval of all web based programs is limited to a maximum of 6.0 credits.

 

2Iowa:  The approval is for one year from recorded date. Does not approve of Audio-only On-Demand Webcasts.

3Missouri:  On-demand web programs are restricted to six hours of self-study credit per year.  Self-study may not be used to satisfy the ethics requirements.  Self-study can not be used for carryover credit.

 

4New Hamphsire:  The approval is for three years from recorded date.

5New Mexico:  On-Demand web programs are restricted to 4.0 self-study credits per year. 


6New York:  Newly admitted attorneys may not take non-traditional course formats such as on-demand Web Programs or live Webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats. 

7North Carolina:  A maximum of 4 credits per reporting period may be earned by participating in on-demand web programs. 


8Ohio:  To confirm that the web program has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us.  Online programs are considered self-study.  Ohio attorneys have a 6 credit self-study limit per compliance period.  The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.

9Oklahoma:  Up to 6 credits may be earned each year through computer-based or technology-based legal education programs.


10Pennsylvania:  PA attorneys may only receive a maximum of four (4) hours of distance learning credit per compliance period. All distance learning programs must be a minimum of 1 full hour.
 

11Rhode Island:  Audio Only On-Demand Web Programs are not approved for credit.  On-Demand Web Programs must have an audio and video component.

12Tennessee:  The approval is for the calendar year in which the live program was presented.

13Virginia: All distance learning courses are to be done in an educational setting, free from distractions.

14Wisconsin: Ethics credit is not allowed.  The ethics portion of the program will be approved for general credit.  There is a 10 credit limit for on-demand web programs during every 2-year reporting period.  Does not approve of Audio-only On-Demand Webcasts.


Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon and keynote speakers.


If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.


Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, call Customer Service (800) 260-4PLI (4754) or e-mail info@pli.edu.

 
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