MONDAY, MARCH 7, AND TUESDAY, MARCH 8, 2022
THE RITZ-CARLTON, SAN FRANCISCO

The JMP Securities
Technology Conference

JMP Securities’ annual technology conference matches institutional investors and financial sponsors with senior executives of leading publicly traded and privately held companies in sectors including software, Internet, cybersecurity, IT infrastructure, financial technology, and digital assets.

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Presenting Companies

If you wish to complete your speaker registration, please contact Debbie Broderick at DBroderick@LJFevents.com.

  • Peter McKay

    Chief Executive Officer, Snyk.io (Private)

    Peter McKay is CEO of Snyk and leads a global team revolutionizing software security. In previous roles as CEO, Peter has led multiple security companies through hyper growth including Watchfire, Desktone (acquired by VMWare) and Veeam. He also served as Senior VP and General Manager for VMWare leading their Americas Sales organization. Peter’s background in both Finance and Sales provides him with unique insights into the way organizations accelerate and grow. Peter lives outside of Boston and is an avid runner, recently completing an Ironman Triathlon.

  • Michael Ruttledge

    Chief Information Officer, Citizens Financial Group, Inc. (CFG)

    Michael Ruttledge is the Chief Information Officer and Head of Technology Services for Citizens Financial Group. He oversees all aspects of the bank’s technology environment, from customer- and client-facing applications to the people, processes and infrastructure supporting Citizens’ day-to-day business operations. He spearheaded our Next Generation Technology transformation to modernize the bank and deliver personalized, digital solutions for customers and delivered a major up-skilling initiative and strong culture of learning through immersive Engineering and Architecture Academies, digital credentialing and building of critical skills for the future such as AI, Blockchain, Modern API’s and Cloud.

    Before joining Citizens in 2019, he previously held the position of Chief Information Officer of American Express Co. He has more than 20 years of experience in infrastructure and engineering roles within the financial services industry including payments, merchant services, customer service, risk, fraud, banking and finance. He has been recognized for developing the vision, strategy and innovative culture to execute new digital capabilities, big data, payments, and next generation analytics platforms that advance business strategies.He received a graduate degree in Information Systems from the University of Brighton in the United Kingdom.

  • Ernie Garcia, III

    President, CEO and Chairman, Carvana Co.

    Ernie Garcia, III co-founded Carvana and has served as our President and Chief Executive Officer since our inception in 2012. Mr. Garcia is also Chairman of the Carvana Co. Board. Prior to founding Carvana, Mr. Garcia held various roles at the DriveTime Automotive Group, Inc. from January 2007 to January 2013. From January 2007 to December 2008, he served as a financial strategist. He was a managing director of corporate finance from December 2008 to November 2009. From November 2009 until January 2013, he served as a Vice President and Treasurer and Director of Quantitative Analytics. As Director of Quantitative Analytics, Mr. Garcia was responsible for the firm’s ongoing development of consumer credit scoring models, and its utilization of those tools in retail vehicle sales deal structuring and vehicle price optimization. Prior to DriveTime, Mr. Garcia was an associate in the Principal Transactions Group at RBS Greenwich Capital from 2005 to 2006, where he focused on consumer credit based investments. Mr. Garcia holds a B.S. in Management Science and Engineering from Stanford University.

  • Alan Trefler

    Founder and CEO, Pegasystems Inc.

    In a three-decade career, Alan Trefler has been a visionary leader, a technology change-agent, an innovative philanthropist, and a trusted advisor to business executives around the world.

    Alan’s unique technology vision and relentless focus on customer success is changing the way many of the world’s leading enterprises engage with their customers today. His life’s work has been to design a platform for living applications that businesspeople can evolve dynamically to manage the constant disruption and change in today’s customer-centric economy.

    Alan’s book, Build for Change, describes a new generation of customers that have unprecedented power to make or break brands and the changes businesses must embrace to succeed in today’s digital world. A best-seller, the book has been reviewed and featured in global media including Forbes, Investor’s Business Daily, and Les Echos.

    Alan founded Pegasystems in 1983 and has built the company into an $841 million provider of strategic applications with nearly 4,500 employees in 30 global offices.

    Alan’s interest in computers originates from collegiate involvement in tournament chess, where he achieved a Master rating and was co-champion of the 1975 World Open Chess Championship. His passion and support for chess, the game’s community and current champions continues to this day.

    Alan’s industry recognition includes The American Business Award’s “Software CEO of the Year,” the Massachusetts Technology Leadership Council’s “Public Company CEO of the Year,” and the Babson College Academy of Distinguished Entrepreneurs. Alan is also the inventor of numerous patents for Pega’s distinctive architecture. He frequently presents to international business and technology audiences at industry conferences and has consulted extensively in the use of advanced technology, the future of software, and customer engagement. In 2017, Alan was appointed to the World Economic Forum’s IT Steering Committee.

    Alan has been interviewed and featured in global media including Barron’s, the BBC, The Boston Globe, CNBC, Les Echos, Fast Company, Fox Business News, Forbes, Fortune, The Huffington Post, Investor’s Business Daily, The New York Times, Renegade Thinkers, TheStreet.com, TechCrunch, and The Wall Street Journal. He’s also a regular contributor to Forbes France.

    Alan holds a bachelor of science degree with distinction in economics and computer science from Dartmouth College, where he was a winner of the John G. Kemeny prize in computing. A staunch advocate for education, Alan and his wife Pam established the Trefler Foundation in 1996 to improve educational outcomes.

  • Tom Siebel

    Chairman & CEO, C3.ai

    Mr. Siebel is the founder of C3.ai and has served as the Chairman of the board of directors since January 2009, and as Chief Executive Officer since July 2011. Prior to founding the company, Mr. Siebel founded and served as the Chief Executive Officer of Siebel Systems, a global CRM software company, from 1993 until it merged with Oracle Corporation in January 2006. Mr. Siebel served in various leadership positions with Oracle Corporation from January 1984 to September 1990. Mr. Siebel currently serves as a member of the College of Engineering boards at the University of Illinois at Urbana-Champaign and the University of California, Berkeley. He was elected a member of the American Academy of Arts and Sciences in April 2013. Mr. Siebel holds a B.A. in History, an M.B.A., and an M.S. in Computer Science, each from the University of Illinois at Urbana-Champaign. He is the author of four books, including most recently the best-selling Digital Transformation: Survive and Thrive in an Era of Mass Extinction (RosettaBooks, 2019).

  • Kevin Burns

    CFO, Dynatrace, Inc.

    With over 20 years of international business and financial management experience, Kevin has a successful track record managing companies through growth and innovation with his extensive knowledge of both the public and private equity sectors.

    Kevin has served as our Chief Financial Officer and Treasurer since September 2016. He was also the Treasurer and Secretary of SIGOS LLC, an affiliate of Dynatrace, until July 2018. Prior to his role at Dynatrace, Kevin was the President, Chief Financial Officer and Chief Operating Officer of iCAD Inc. (Nasdaq: ICAD) from April 2011 until September 2016. From April 2008 until May 2010, he was Senior Vice President, Chief Financial Officer of AMICAS, Inc. (Nasdaq: AMCS), and he was the Vice President of Finance and Corporate Development from November 2004 until March 2008.

    Kevin earned his Bachelor of Science and Master’s degrees from Babson College. Outside of work he enjoys spending time traveling with his family and coaching youth sports.

  • John Van Siclen

    CEO, Dynatrace, Inc.

    John is a native Californian and long-time Silicon Valley exec. As a tech entrepreneur, he’s made a career of building highly successful companies in competitive growth markets. In fact, CRN Magazine named John a “Top 25 Disrupter” for his relentless focus on breaking the mold and championing new business models. And in 2019, Comparably recognized John as one of their Top 25 CEOs across all US companies over 1000 employees.

    Upon moving to the east coast, John joined Dynatrace as CEO in 2008 and established headquarters for the company in Boston. Over the past 12 years, Dynatrace has grown rapidly from $4 million in revenue and 60 employees, to a $600 million dollar business and 2300 employees today. Balancing a keen focus on customer success with relentless innovation to anticipate disruptive opportunities, Dynatrace has emerged as both market and technology leader in the rapidly growing software intelligence market. With strong growth and market leading product, Dynatrace became a public company in the summer of 2019, trading on the NYSE under the ticker ‘DT’. John is a graduate of Princeton University, the father of 4 boys and a US Pond Hockey Seniors Champion.

  • Dr. Graham Walmsley, M.D., Ph.D.

    General Partner, Logos Capital

    Dr. Walmsley serves as General Partner of Logos Capital. Prior to Logos, Dr. Walmsley was a Principal and Manager of the crossover fund at Versant Ventures where he invested in biotechnology companies across multiple funds totaling over $1.5 billion in AUM. While at Versant, Dr. Walmsley served as a board director, built and launched multiple companies (including BlueRock Therapeutics acquired by Bayer), and was head of business development for Jecure Therapeutics through its acquisition by Roche. Dr. Walmsley currently serves on the board of Akero Therapeutics (NASDAQ: AKRO) and ALX Oncology (private). Dr. Walmsley has authored more than 60 scientific publications and holds an MD and PhD from Stanford University School of Medicine.

  • Brad Loncar

    Chief Executive Officer, Loncar Investments

    Brad Loncar is a biotechnology industry investor and CEO of Loncar Investments, a firm that specializes in the creation of precision biotechnology investment opportunities. He is the creator of two Nasdaq-listed biotechnology focused exchange-traded funds. He is an expert in a wide range of topics including oncology and the biotech industry in China. Brad previously worked in the financial services industry at Franklin Templeton Investments where he was a member of the Management Training Program, and was appointed to serve in a Senior Advisor role at the U.S. Department of the Treasury. He currently writes biotechnology commentary at www.LoncarBlog.com and contributes opinion pieces to Endpoints News.

  • Dr. Shinichiro Fuse, Ph.D.

    Managing Director, MPM Capital

    Dr. Shinichiro (Shin) Fuse is focused on advancing MPM’s investment identification, due diligence and business development activities. Shin is an investment committee member of the UBS Oncology Impact Fund (OIF), an oncology-only crossover fund (both private and public equities) managed by MPM, and supports MPM’s relationship with Astellas. Shin serves on the board of Triplet Therapeutics and Orna Therapeutics, and is a board observer for CODA Biotherapeutics and Repare Therapeutics. He previously served operational roles at portfolio companies as the interim CEO of Orna Therapeutics and interim SVP of Business Development at ElevateBio.

    Prior to joining MPM, he was Director of Business Development at bluebird bio, where he was instrumental in executing and managing key industry and academic partnerships in the fields of cell and gene therapy, cancer immunotherapy and genome editing, including partnerships with Five Prime Therapeutics, National Cancer Institute and the acquisition of Pregenen. Previously, he was at Campbell Alliance (Syneos Health) as a life science strategy consultant, and at PureTech Ventures, where he was a member of the founding team of Vedanta Biosciences. He also serves as a columnist for Nikkei Biotech, the leading biotech journal in Japan.

    Shin received his Ph.D. in Microbiology and Immunology from Dartmouth College, an M.S. in Biomedical Science from the University of Tokyo, and a B.Eng. in Applied Chemistry from Keio University in Japan.

  • Dr. David Rizzieri, MD

    rofessor of Medicine, Member of the Duke Cancer Institute, Duke University School of Medicine

    As a translational researcher, I have focused my efforts on developing new therapies for patients with leukemia or lymphoma. I am a member of the Combined International Bone Marrow Transplant Registry Lymphoma Writing Committee and the ALLIANCE (formerly CALGB) Leukemia Core Committee. I serve as chair or co-chair of multiple ALLIANCE lymphoma/ leukemia trials, the most recent being the last 2 national studies for Burkitt’s lymphoma, as well as the recent AML intergroup study. I have led our team’s novel approaches for the care of patients using non-myeloablative allogeneic therapy using haplo-identical, as well as matched donors. This work is currently being extended with post-transplant graft manipulation studies focused on manipulating Natural Killer cell activity. I have also led the first in human studies targeting acute myelogenous leukemia by linking diphtheria to a small molecule targeting the IL-3 receptor (now in phase 3). I serve on various NIH/NHLBI grant review committees and am a member of ASH, ASCO, AACR, ASBMT, ASCI, and the ASH sub-committee on Government Affairs. I oversee the development and conduct of all clinical trials in adults with hematologic malignancies conducted in the Duke Cancer Institute. In recognition of this leadership and success in our clinical research efforts, I was fortunate to receive the NIH ‘Clinical Investigator Team Leadership Award’ in 2010.

  • Mark Lehmann

    President, JMP Securities

    Mark Lehmann is President of JMP Securities. He is also a member of the executive committee of JMP Group and serves on its board of directors.

    Prior to joining JMP in 2003, Mark served both as the Global Director of Institutional Sales and as the Global Director of Equity Research at Banc of America Securities after working as an institutional salesperson at the firm and its predecessor, Montgomery Securities, for 11 years.

    Mark holds a JD from the New York University School of Law and an undergraduate degree from the University of Illinois. He is also a certified public accountant.

  • Dr. Michael Howard, PhD, DABMP, RSO

    Director of Oncology Services, Chief of Medical Physics, Sarah Cannon Cancer Institute, Parkridge Medical Center, HCA Healthcare

    Dr. Michael Howard has served as Director of Oncology Services for ~14 years, and holds the roles of both Chief of Medical Physics as well as Radiation Safety Officer for the Sarah Cannon Cancer Institute at Parkridge Medical Center in Tennessee. Dr. Howard has practiced medical physics for ~24 years, and additional has held several positions within the American Association of Physicists in Medicine (AAPM). He received his PhD from the University of Tennessee, where he now is a director and adjunct faculty member for the school’s medical Physics Graduate Program.

  • Dr. Randy Hicks, M.D., M.B.A.

    Chief Executive Officer, Regional Medical Imaging

    Dr. Randy Hicks, serves as the co-owner and CEO of RMI, a leading image services provider in mid- and southern Michigan with a central focus on women’s health. Dr. Hicks is a distinguished expert on woman’s imaging for breast cancer, and has co-authored several medical journal articles on the area. He is a graduate of Michigan State University’s College of Human Medicine and completed a residency in diagnostic radiology at Michigan State University affiliated hospitals. Dr. Hicks was board certified by the American Board of Radiology in 1989 and earned an MBA from Michigan State university in 1997.

  • IMPORTANT DISCLOSURE REGARDING PAID EXPERTS AND MATERIAL NON-PUBLIC INFORMATION:

    JMP has adopted certain policies and procedures to verify that our featured experts can identify “material non-public information” and that they will not divulge any such information during our discussion. Such experts are required, among other things, to certify that they have no other conflict, contractual or otherwise, that would make their presentation contrary to any rule, law or regulation.

    The featured speakers have been vetted and approved by JMP’s Research and/or Compliance Department for participation in this discussion.

  • IMPORTANT DISCLOSURE REGARDING PAID EXPERTS AND MATERIAL NON-PUBLIC INFORMATION:

    JMP has adopted certain policies and procedures to verify that our featured experts can identify “material non-public information” and that they will not divulge any such information during our discussion. Such experts are required, among other things, to certify that they have no other conflict, contractual or otherwise, that would make their presentation contrary to any rule, law or regulation.

    The featured speakers have been vetted and approved by JMP’s Research and/or Compliance Department for participation in this discussion.

  • IMPORTANT DISCLOSURE REGARDING PAID EXPERTS AND MATERIAL NON-PUBLIC INFORMATION:

    JMP has adopted certain policies and procedures to verify that our featured experts can identify “material non-public information” and that they will not divulge any such information during our discussion. Such experts are required, among other things, to certify that they have no other conflict, contractual or otherwise, that would make their presentation contrary to any rule, law or regulation.

    The featured speakers have been vetted and approved by JMP’s Research and/or Compliance Department for participation in this discussion.

  • IMPORTANT DISCLOSURE REGARDING PAID EXPERTS AND MATERIAL NON-PUBLIC INFORMATION:

    JMP has adopted certain policies and procedures to verify that our featured experts can identify “material non-public information” and that they will not divulge any such information during our discussion. Such experts are required, among other things, to certify that they have no other conflict, contractual or otherwise, that would make their presentation contrary to any rule, law or regulation.

    The featured speakers have been vetted and approved by JMP’s Research and/or Compliance Department for participation in this discussion.

    • Dr. Jordan Gauthier is a Clinical Investigator of trials of autologous CD19-targeted CAR T cell therapy.

  • Dr. Jordan Gauthier, M.D., M.Sc.

    Assistant Professor, Clinical Research Division, Fred Hutchinson Cancer Research Center

    Jordan Gauthier, MD, MSc, is an Assistant Professor at the Fred Hutchinson Cancer Research Center (FHCRC and the University of Washington in Seattle, WA. Dr. Jordan Gauthier is developing and improving cellular immunotherapies for people with blood cancers like leukemia and lymphoma. These therapies include blood stem cell transplantation and a genetically modified immune cell therapy called chimeric antigen receptor T-cell therapy (or CAR T-cell therapy).

    In addition to designing and conducting clinical trials, Dr. Gauthier builds innovative statistical and machine-learning models to predict patient outcomes on these therapies. Web applications and other new tools he develops will help doctors and patients understand and predict how well cellular therapy will work for them.

    Dr. Gauthier is also a hematologist-oncologist who cares for patients with blood cancers, especially those undergoing transplant or immunotherapy. He was the first physician to be awarded the FHCRC Immunotherapy Integrated Research Center Fellowship.

    An expert in the field of CAR-T cell therapy and hematopoietic cell transplantation (HCT), he has co-authored over 30 publications in the field of immunotherapy and HCT, thirteen of them as first author in high impact factors journals such as Blood, Blood Advances, Bone Marrow Transplantation and Transplantation.

  • IMPORTANT DISCLOSURE REGARDING PAID EXPERTS AND MATERIAL NON-PUBLIC INFORMATION:

    JMP has adopted certain policies and procedures to verify that our featured experts can identify “material non-public information” and that they will not divulge any such information during our discussion. Such experts are required, among other things, to certify that they have no other conflict, contractual or otherwise, that would make their presentation contrary to any rule, law or regulation.

    The featured speakers have been vetted and approved by JMP’s Research and/or Compliance Department for participation in this discussion.

  • Dr. Joleen Hubbard, M.D.

    Associate Professor of Medical Oncology, Mayo Clinic

    Dr. Joleen Hubbard is an Associate Professor of Medical Oncology at Mayo Clinic, Rochester MN. She completed medical school and residency at the University of Minnesota and hematology/oncology fellowship at Mayo Clinic, Rochester MN. Dr. Hubbard specializes in the treatment of gastrointestinal cancers, focusing on colorectal cancer, which is her area of clinical research. Dr. Hubbard is the PI of multiple phase I, II, and III clinical trials investigating novel agents for gastrointestinal cancers. Her research interests also include geriatric oncology with a special interest in clinical and biologic markers of frailty.

    Dr. Hubbard is a member of the National Comprehensive Cancer Network Colon/Rectal/Anal Cancers and Senior Adult Oncology Panels. She serves as a member of the Cancer in the Gastrointestinal Cancers, Older Adult, Health Reported Outcomes, and Translational Research committees for the North American Alliance of Clinical Trials in Oncology Network. She is also a member of the Gastrointestinal Cancer Committee for the Academic and Community Cancer Research United trials network. Dr. Hubbard is program director for the Gastrointestinal Cancer Advanced Fellowship and the Vice-chair for the Division of Medical Oncology at Mayo Clinic in Rochester, MN.

  • Dr. Howard West, M.D.

    Executive Director, AccessHope and Associate Clinical Professor, City of Hope Comprehensive Cancer Center

    Dr. West is an Associate Clinical Professor in Medical Oncology, a specialist in thoracic oncology, and serves as Executive Director of AccessHope remote consult services at City of Hope Comprehensive Cancer Center.

    Dr. West received an MPhil in Experimental Biology from Cambridge University on a Fulbright Scholarship and a medical degree (magna cum laude) from Harvard Medical School, where Dr. West also conducted research as a Howard Hughes Medical Student Fellow. His postdoctoral training included an internship and residency in internal medicine at the Harvard-affiliated Brigham and Women’s Hospital Boston, MA, followed by a fellowship in medical oncology at the Fred Hutchinson Cancer Research Center/University of Washington in Seattle, WA. In late, 2002, he moved to Swedish Cancer Institute in Seattle, where he served for over 16 years as Medical Director of the Thoracic Oncology Program, overseeing a broad array of clinical care and research responsibilities.

    In early 2019, he moved to Los Angeles area to dedicate his focus on innovative approaches to delivering sub-specialist expertise across a broader geography, using tools such as remote case reviews as a clinical leader of the new enterprise from City of Hope, known as AccessHope.

    He has authored dozens of papers and chairs several CME programs and symposia internationally on thoracic oncology, novel educational approaches, and social media in cancer care. In addition to these activities, he is the Founder & President of Global Resource for Advancing Cancer Education (GRACE); Web Editor for JAMA Oncology; regular correspondent for Medscape; and contributing author and section editor in Lung Cancer for UpToDate.

    We are increasingly dependent on technology to move ourselves around and interact with our environment, and we ingest enormous amounts of visual data as part of the process. How we acquire visual data and how we put it to use are tough problems that require innovative solutions. On this panel we discuss the acquisition and analysis of visual data with drone imaging specialist Kespry as well as earth imaging and analytics leaders Orbital Insights and Planet Labs.