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Funding for Growth: IPO vs. M&A October 20th, 16:00 -20:00, Lion Hall, Recanati Building, Tel-Aviv University Learn from the People who Experienced it

Yanki Margalit, Founder and CEO (ret.), Aladdin Bob Rosenschein, Founder and CEO, Answers.com, Accent Ofir Zohar, Founder, XIV Igal Rotem, Founder and CEO (ret.), PowerDsine Daniel Cohen, General Partner, Gemini Gary Epstein, Chair, Global Corporate & Securities Practice, Greenberg Trauring Rex Sherry, Managing Director, Raymond James Yaron Levy, Partner, PWC Israel
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Program Agenda
Moderator: Yanki Margalit, Founder and CEO (ret.), Aladdin
| 15:30 - 16:00 |
Registration |
| 16:00 – 16:10 |
Welcome & Greetings Ayla Matalon, Executive Director, MIT Enterprise Forum |
| 16:10 – 16:30 |
How to think Public from Day 1
Gary Epstein, Chair, Global Corporate & Securities Practice, Greenberg Trauring
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| 16:30 – 16:50 |
How to Navigate in Unclear Waters
Rex Sherry, Managing Director, Raymond James
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| 16:50 – 17:30 |
Panel: Legal, Financial and Accounting Procedures you Must follow when thinking Global
Gary Epstein, Chair, Global Corporate & Securities Practice, Greenberg Trauring
Yaron Levy, Partner, PWC Israel
Rex Sherry, Managing Director, Raymond James
Daniel Cohen, General Partner, Gemini Israel Fund
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| 17:30 - 17:50 |
Q&A |
| 17:50 – 18:30 |
“Cheese & Wine” Break |
| 18:30 - 19:30 |
Panel: Learning from Success and Failure – the Entrepreneurs Speak
Yanki Margalit, Founder and former CEO, Aladdin
Bob Rosenschein, Founder and CEO, Answers.com
Ofir Zohar, Founder XIV (sold to IBM for $300M)
Igal Rotem, Founder, PowerDsine
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| 19:30 - 19:50 |
Q&A |
| 19:50 - 20:00 |
Closing |
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Participants will Learn:
- Why Think 'Global' from Day 1: The Devil is in the Details
- Legal, Structural and Financial Do's and Don'ts (especially don'ts)
- Financial Engines:
- The IPO Way
- M&A as a go-to-market Strategy
- Strategy:
- Do it Right
- Major Obstacles to Avoid
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*Registration: www.entersymposium.com/mit-forum/growthstrategies or 03-6405608 Special rates thanks to MIT Forum sponsors: NIS 75, MIT Forum Paid Subscribers; NIS 150, Hi-Tech Entrepreneurs, Start-up Companies; NIS 225, Hi-Tech Industry, Investors; NIS 300, Others. *Registration and special rates till October 19th, based on availability; Cancellation fee: NIS 30 by October 19th, beyond this date - full payment. Sorry, but we cannot offer special rates on the day of the event, in which participation will be NIS 300.
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| Greenberg Traurig
Greenberg Traurig, LLP, an international, full-service law firm with more than 1,700 attorneys and government professionals in The Americas, Europe and Asia, provides the resources and depth of experience of a top-tier law firm, coupled with the responsiveness and personal attention of a boutique firm. The firm’s Private Equity & Venture Capital Practice Group represents private equity funds, venture capital funds, and emerging growth companies, in all stages of development and in all aspects of their formation, funding, growth, ongoing operations and exit/liquidity transactions. Attorneys in the group regularly participate in Greenberg Traurig’s Israel Practice, providing a full range of legal services to Israeli clients in their global activity as well as companies seeking opportunities within Israel. We also have proven success matching Israeli companies with strategic partners, potential joint ventures and other business-to-business connections. The firm’s entire corporate and securities team of more than
350 lawyers has extensive transactional experience in sectors including energy and natural resources, life sciences, technology and telecommunications. They work closely with lawyers across the firm to provide services to clients in areas such as tax, intellectual property, global trade, government regulation, employee compensation and benefits, and litigation/dispute resolution.
Raymond James
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has more than 5,300 financial advisors serving approximately 1.9 million accounts in more than 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $241 billion, of which $29 billion are managed by the firm’s asset management subsidiaries.
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
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Rex Sherry, Managing Director, Raymond James |