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Moustafa ElBialy | Kleiner Perkins
Ray Zhou | Affinity
In this intimate fireside chat with Moustafa ElBaily, a leading Chief Information Officer from a top investment firm, we'll be exploring how data-driven insights, technology, and leadership are transforming investment strategies today. Join us for this open discussion and exchange ideas on practical approaches to fostering a data-centric culture, optimizing deal flow, and using AI to improve operations and decision-making.
Samantha Santaniello-Lawrence | MassMutual Ventures
Jolynn Vallejo | Kapor Capital
Dominique Simoneau-Ritchie | Affinity
Join industry leaders Samantha Santaniello-Lawrence (MassMutual Ventures) and Jolynn Vallejo (Kapor Capital) as they delve into using Affinity for more than just deal sourcing and management. They’ll cover how they drove adoption, the thinking behind the processes they’ve created, and also showcase how they’ve tailored Affinity to support fundraising, investor relations, and portfolio growth. This session will ensure you can get more value from your firm’s shared network.
Sergio Monsalve | Roble Ventures
Reanesh Kanaganayagam | Affinity
Sergio Monsalve, Founding Partner at Roble Ventures has created something special. The integrated tech stack at the firm of three has minimized manual work; increased deal flow efficiency; and allowed the team to focus on building relationships and providing top-notch portfolio support.
In this session, Sergio will guide you through his philosophy, the components of his tech stack, and team structure that have set up Roble Venture to diligence 1,000+ deals a year. This session will help you use a tech-enabled approach to give you more time and resources to focus on your core strengths.
Lauren Gomez | Sozo Ventures
Jeremy Hertzog | Affinity
Lauren Gomez (Sozo Ventures) completely changed how Sozo Ventures operations looked as they scaled from Fund 2 to Fund 3. Learn about how she drove adoption, managed change, and streamlined workflows across deal sourcing; relationship management; and pipeline tracking. This session will give you best practices in implementing a process that helps the investment team and broader firm succeed and adapt as they scale.
Jesse Lott
Ken Fine
Andy Bryson
Jinny Lee
Sam Campbell
Dan and potentially BDC or Suzanne Romeo - Wellington
Veronica Mora
Jesse Lott
Lukas Huber
Ben Docksteader
Dave Grenetz
Bailey Dickey
Jamie
Kyle
Keshia Theobald
Nuno Gonçalves Pedro
Lauren is a Principal at Sozo Ventures, where she leads the investment operations, focusing on scaling Sozo’s pipeline to ensure the firm has the right information, with the right people, at the right time. Before joining Sozo Ventures, Lauren interned with Fitbit as a supply and demand manager. After that, she worked for five years as an Operations Rotation Engineer at Western Digital, where her roles spanned the flash supply chain. She also managed inventory for more than 10 OEM customers and delivered strategic insights for flash product technology transitions. Lauren received a Master’s in Management Science and Engineering from Stanford University. Prior to that, she graduated from California Polytechnic University, Pomona with a BS in Mathematics.
Moustafa ElBialy joined Kleiner Perkins in 2018 and serves as Chief Information Officer. As the leader of the firm’s technology efforts, he provides strategic and operational impact, including the deployment and management of data tools and AI, data science, infrastructure, cybersecurity, and other software solutions that drive business outcomes for Kleiner Perkins.Previously, Moustafa was the director of technology at Social Capital. Prior to Social Capital, he spent eight years at Sequoia Capital where he served as technology services manager. Moustafa received his B.S.C.S. degree in Information Technology from Cairo University, Egypt. He’s also an active board member for VCPEIT, a non-profit community produced by and for forward-thinking Technology executives, CIOs, CTOs and key decision makers from private equity, venture capital, and leveraged buyout firms.
Jolynn is Kapor Capital’s Chief of Staff. She is passionate about creating generational wealth for underserved communities and fostering an ecosystem of diverse investors, emerging fund managers and startup founders. An entrepreneur herself, Jolynn started her own record label at age 20 and built a career in music business, recruitment and public relations. She holds a BA in Development Studies from the University of California at Berkeley, with a minor in Education. Previous to Kapor Capital, Jolynn was the Director of LatinSF- the economic development arm of the city of San Francisco focused on investment between the Latin American region and the city. Under her tenure, Jolynn secured $25.5 Million in investment, generated 350+ jobs and advised over 100 Latino/Latin American startup founders in venture fundraising, go-to-market strategy and US market intelligence.
As MassMutual Ventures’ (MMV) Head of Platform, Samantha is focused on institutionalizing the effort to leverage MMV’s network on behalf of our portfolio companies, connecting them to potential partners and customers. Before MassMutual Ventures, Samantha led growth and product at macro-eyes, a Gates Foundation-backed startup commercializing patient outcome models to improve hospital utilization. Prior to macro-eyes, Samantha started her career at Point72 where she built the compliance oversight platform for their fundamental research arm and then moved into building innovative investment products utilizing alternative data. She grew up in Long Island, New York, and received her BA at Wesleyan University.
Dan Brown is Head of Product for Speedinvest's Portfolio Success team. Dan's experience includes leadership roles in Product Management and Marketing at early and late stages of growth at Google, Amazon, Strava and GetYourGuide. For Speedinvest he also draws on his experience as a sell-side equity analyst at JPMorgan. He has a passion for building communities and bringing people together to create opportunities, and for drawing insight from information. Dan has a degree in Mechanical Engineering from Princeton University.
Casey serves as a Partner, Data & Technology at OMERS Ventures, an early stage venture capital firm with offices in Toronto, Palo Alto and New York. A data driven operator with over 25 years experience creating digital programs and platforms, Casey has built and worked with exceptional teams across many industries and enjoys working at the intersection of creativity, data and technology to help companies succeed.
Jennifer Ard is a Managing Director and Head of Investment Operations located in Salt Lake City, UT. She joined Intel Capital in 2011. In her role, Jen is responsible for managing Intel Capital’s investment-related operations and associated administrative matters. Additionally, she is primarily focused on investing in silicon-related companies and has been involved in multiple deals including Intel’s $3.2B investment in ASML.
Jen currently serves as a director or observer on the board of AMFG, Fabric8Labs, Metalenz, MemVerge, and UNISERS. Prior to Intel Capital, Jen was a Finance Controller in Intel. She graduated from Brigham Young University with her MBA and BS in Management and is a CFA Charterholder.
Sergio is the Founding Partner of Roble Ventures, a future-of-work focused fund investing in technologies that enable people, teams, and organizations to achieve their most ambitious work. He is a successful investor and entrepreneur who has founded, invested in, and served on the board of several global tech businesses in Silicon Valley and abroad. During his decade-long career as a partner at Norwest Venture Partners, he invested early in successful companies such as Udemy and Adaptive Insights. More recently, he invested in Kahoot! at the Series A alongside several other promising startups. Before becoming a venture investor, Sergio was a venture-funded founder and an operator in high-growth tech companies like eBay, PayPal, and Portal Software (IPO). He also co-founded the Entrepreneur-In-Residence Program at Stanford, where he also lectures on entrepreneurship and venture capital.He earned a B.S. from Stanford University in Management Science and Engineering and an MBA from Harvard University.
Ray Zhou, CEO of Affinity, believes every opportunity begins with a relationship—and knows that business networks become unwieldy and harder to leverage as they grow larger. In response, he co-founded Affinity, whose eponymous CRM captures and organizes “data exhaust” from emails and calendars, and combines it with other datasets to provide the “relationship intelligence” needed by decision-makers in venture capital, investment banking, private equity, and consulting: industries where relationship-building is foundational to dealmaking. A native of the Bay Area, Ray met Affinity’s co-founder, Shubham Goel, at Stanford, where they were studying computer science. Their goal is to bring relationship intelligence to the world at large.
Co-founder of Affinity
Ken started his career as an engineer/physicist within the US Navy. Since then, he’s been a growth-stage B2B SaaS specialist helping to successfully grow multiple companies to IPO and acquisition. Ken is a former Chief Product Officer, Chief Marketing Officer, Chief Customer Officer, Chief Operating Officer and multi-time CEO. Ken has engineering degrees from RPI and Virginia Tech and an MBA from Stanford where he was an Arjay Miller scholar.
Chief Marketing Officer at Affinity
Chief Technology Officer at Affinity
Chief Product Officer at Affinity
Sr. Product Marketing Manager at Affinity
Sr. Product Marketing Manager at Affinity
Director of Product marketing at Affinity
Brian joined Salesforce Ventures in 2022. He supports the broader Ventures team by enabling data-driven investing and portfolio development. Brian enjoys the science and art of representing a complex world in numbers.
Before joining Salesforce Ventures, he worked at Two Sigma Investments and Harvard Business School. Brian holds a bachelor’s degree from Cornell University and a master’s degree from Harvard University. He is based in New York City.