QED@QB3 Seminars

Emily Walsh, Principal Consultant, Halloran Consulting Group

“Money: how to raise it and spend it wisely in your biotech startup”
Friday, May 17, 2013, noon—1 pm
UCSF Mission Bay, Byers Hall, room 212
Sold out

Angel and venture capital investors alike agree on one thing: you have to have a credible plan for your company. In this short presentation, Emily Walsh, principal consultant at Halloran Consulting Group, will cover some of the basics of how to develop a fundable plan. In particular, she’ll focus on how you can develop a budget that passes both top-down and bottom-up scrutiny and manages your risk along the development path. Then she’ll describe best practices around how you keep to that budget (and avoid hidden costs along the way).

Speaker Bio
Emily joined Halloran Consulting Group in 2011. Emily is an accomplished life sciences professional with expertise managing drug discovery and clinical programs across a breadth of indications in biotech and pharma. Most recently, Emily founded Tremont Therapeutics, a small virtual biotech focused on identifying and developing promising therapeutics from academia from mid-discovery through human proof of concept.

Prior to that, Emily has held a number of roles including management and leadership responsibilities in the Novartis Drug Discovery Incubator at the Novartis Institutes for Biomedical Research. This group sought to internally “partner” high-risk discovery programs within Novartis for full clinical development. Subsequently, Emily was responsible for business, financial, alliance and scientific program management across a number of research and development programs at Alnylam Pharmaceuticals including the flagship respiratory syncytial virus therapeutics program. This Phase II clinical stage program included the use of an IDE device for the nebulized delivery of the siRNA therapeutic, ALN-RSV01.

Emily was selected one of the Boston Business Journal’s “40 under 40” honorees in 2009 and led a volunteer analytics team that won the Group Innovation Award from the Healthcare Businesswomen’s Association in 2010. Emily earned her Ph.D. from University of California, San Francisco, performed her postdoctoral work at the Broad Institute, and received her PMP certification in 2007. She sits on the Board of Trustees for the renowned Boston-based Cantata Singers.

Kathy Ryan, CEO and CFO, RoseRyan, and Kyle Holm, Associate Partner, Radford

“Equity compensation: end-to-end strategies for private companies”
Thursday, May 30, 2013, noon—1 pm
UCSF Mission Bay, Genentech Hall, room N-114
Register now

How you design and execute your equity compensation plan has significant impacts on your business, including: attracting the right talent, key employee retention, market valuation and readiness for growth.

“Equity compensation: end-to-end strategies for private companies” is a one hour seminar co-sponsored by RoseRyan and Radford, which will show you how to set your young company up for success and avoid common pitfalls.

During this session with equity experts from RoseRyan and Radford you will learn:

• Definitions of equity vehicles
• Founder versus non-founder distinctions
• Equity comp strategies for early stage companies
• How to choose the right equity comp vehicles
• Common stock pitfalls and how to avoid them

Speaker Bios

Kathy Ryan, CEO and CFO, RoseRyan

Kathy started RoseRyan, a finance and accounting consulting firm, on a mission to provide highly skilled finance and accounting professionals to Bay Area firms of all sizes. While building RoseRyan, she’s served as interim CFO at more than 50 emerging companies, mostly in the high-tech sector. With the keen ability to see the big picture as well as pesky details, she makes sure her employees and clients stay on top of an ever-changing regulatory landscape. Kathy was director of finance at Quantum and tax manager at Price Waterhouse before co-founding RoseRyan 20 years ago. In addition to management expertise, her skills include general and cost accounting; tax and SEC reporting; forecasting, budgeting and planning; business finance; and systems planning and implementation. She was named one of the most influential women in Silicon Valley in 2012. Kathy, formerly a Big Four CPA, holds a BS in accounting from Santa Clara University.

Kyle Holm, Associate Partner, Radford

Kyle has over 15 years of compensation consulting experience covering executive, broad-based and Board of Director pay. His work covers all elements of compensation including base salary, annual incentives and long-term incentives. He consults on the design of cash and stock-based compensation programs for a varied range of public and private companies with a focus on high growth organizations in the technology and life sciences sectors. Prior to joining Radford, Kyle held a principal position at Hay Group and was one of the three founders of Presidio Pay Advisors, where he was instrumental in developing their pre-IPO offerings. Kyle has been an instructor for the Northern California Human Resources Association’s continuing education program. His work has been published in WorkSpan and he co-authored a chapter on initial public offerings in the recently published Understanding Executive Compensation – A Practical Guide for Decision Makers. He earned a bachelor’s degree in finance from Santa Clara University.

Merv Turner, Independent Consultant and former CSO, Merck & Co.

“May you live in interesting times! Innovation in healthcare in a fast-changing marketplace”
Thursday, June 6, 2013, noon—1 pm
UCSF Mission Bay, Genentech Hall, room N-114
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The US does not have a debt problem, it has a healthcare cost problem that is eroding salaries and sucking resources from drivers of long term prosperity, while failing to provide efficient and effective care. No one can expect to invest successfully in today’s healthcare system without asking difficult questions about how products will both produce a return to investors and lower overall costs of healthcare. That is a challenge—not insurmountable—to the traditional biotech and pharma models. However, where traditional players see problems, others see opportunity, and a new ecosystem of small companies leveraging the digital revolution is looking for ways to capitalize on the need for innovative solutions to drive down the cost of delivering care.

Speaker Bio
Mervyn Turner has over 25 years of experience in pharmaceuticals drug discovery, research and development, licensing and business development, emerging markets analysis, and strategy development and implementation. He headed two of Merck’s premier research sites, in Rahway NJ, and in Montreal, Canada. He then spent seven years as head of world wide licensing and external research at Merck, during a period of rapid expansion in Merck’s partnering activities. He became Merck’s first chief strategy officer and a member of the senior executive team in 2008, before retiring from the company in 2011. He is currently an advisor to Bay City Capital in San Francisco, and also operates his own consulting business.

Adam Regelmann,Co-founder, Quartzy, Inc.

“Starting from scratch: How Quartzy went from an idea to a company that’s changing how science is done”
Wednesday, June 12, 2013, noon—1 pm
UCSF Mission Bay, Byers Hall, Room 212
Register now

Sections:
Pain – identifying the problems
Founders – building the core team
Technology/Product – Version 1, version 2, etc.
Money (aka more pain) – where does it come from? Where should it come from?
Marketing – Underestimate its importance at your own risk
Overall Lessons Learned

Speaker Bio
Adam Regelmann earned a PhD in cellular, molecular and biophysical studies as well as an MD from Columbia University in New York. He then went on to complete a residency in Internal Medicine at Washington University in St. Louis. While at Columbia, he co-founded Quartzy, a free online suite of lab management tools. Quartzy sprung from personal frustrations he experienced during his time at the bench, and aims to increase scientific productivity by improving the efficiency of lab operations. By the end of his residency Quartzy was used by thousands of researchers to manage their labs, and the company was accepted into the summer 2011 batch of the prestigious Silicon Valley incubator, Y Combinator. Quartzy is now a venture-backed company used by labs all over the world, in both academia and industry to manage their resources. He will discuss Quartzy’s progress from nascency to its current state and the lessons he learned along the way.