The JMP Securities
Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
The Ritz-Carlton, San Francisco
600 Stockton Street, San Francisco, CA 94108
JMP Securities invites you to attend its annual technology conference, matching
institutional investors and financial sponsors with senior executives of leading publicly
traded and privately held companies in sectors such as software, Internet and digital
media, communications equipment, and wireless and cloud computing technologies.
Featured speakers and panel discussions will explore the topics and ideas poised to
influence the industry most in 2015 and beyond.
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Conference Schedule
Monday, March 2
Tuesday, March 3
7:30 a.m.
Registration and Continental Breakfast
7:30 a.m.
Registration and Continental Breakfast
8:30 a.m.
Company Presentations and
Panel Discussions Begin
8:30 a.m.
Company Presentations and
Panel Discussions Begin
12:00 p.m.
Boxed Lunches Served
12:00 p.m.
Boxed Lunches Served
5:00 p.m.
Company Presentations and
Panel Discussions Conclude
4:30 p.m.
Conference Concludes
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Panel Discussions
The Rise of Security-as-a-Service
Monday, March 2, 9:00 a.m. — Salon V
Moderator: Erik Suppiger, Senior Networking and Security Analyst
The Art and Science of Software Sales Leadership
Monday, March 2, 11:00 a.m. — Salon V
Moderator: Pat Walravens, Senior Software Analyst
An open discussion with top executives from leading security-as-aservice companies related to the trend toward cloud security and its
implications for the broader security market. We will focus on questions
that serve to uncover significant investment themes: Why are enterprises
increasingly adopting security-as-a-service solutions? What is the
resistance to deploying security-as-a-service? Why are legacy vendors
struggling to compete with security-as-a-service offerings? What were
the most significant market trends and growth drivers in 2014? Why are
major breaches occurring more today than in the past, and how is the
security industry addressing the problem? Panelists include Jay Chaudhry,
CEO of Zscaler; Gary Steele, CEO of Proofpoint; and Philippe Courtot,
CEO of Qualys.
A frank discussion with a panel of successful sales leaders regarding
the art and science of leading a software sales organization. We will
focus on questions investors often ask about sales organizations: What
are the characteristics of a high-performing sales organization? What
drives upside? What are the pitfalls around scaling an organization?
How are quotas and plans set? When do organizations know whether
they are going to miss? When do reorganizations disrupt sales cycles?
What do sales leaders do when taking over a new sales organization?
Panelists include Jim Steele, President of Worldwide Sales for
InsideSales.com and former head of sales for salesforce.com; Bill
Binch, SVP Global SMB Sales for Marketo; and Doug Merritt, SVP Field
Operations for Splunk.
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Panels Discussions (continued)
Bitcoin: A New and Compelling Asset Class for Institutional Investors
Monday, March 2, 1:00 p.m. — Salon V
Moderator: Dan Gallancy, CEO, SolidX
Tech-Enabled Lenders Take Aim at a $12 Trillion Market
Monday, March 2, 3:00 p.m. — Salon V
Moderator: Matt Burton, CEO, Orchard Platform
In the last year, venture capitalists have invested over $400 million in bitcoinrelated enterprises, the U.S. Marshall Service sold some $50 million worth
of bitcoin at public auctions and, in the first quarter of 2015, Coinbase
launched the first U.S.-regulated bitcoin exchange for consumers, with
financial backing from NYSE and BBVA. Despite these significant milestones
and the myriad investment opportunities in consumer-focused bitcoin
companies, the bitcoin ecosystem remains largely disconnected from the
traditional institutional capital markets. Comprised of senior executives from
top bitcoin companies, the panel will discuss bitcoin as a new money-like
asset class with unique characteristics, why bitcoin is important, and how
institutional capital markets participants can become involved in the bitcoin
ecosystem. The panel will also discuss innovative opportunities from the socalled blockchain, the underlying technology behind bitcoin.
Lending Club and OnDeck Capital went public in late 2014, creating nearly
$10 billion of market capitalization. Hear from top executives leading
the next wave of tech-enabled lenders why there remain significant
untapped opportunities in both consumer and small business lending, how
technology is playing a crucial role in leveraging “social signals” to make
better underwriting decisions, and what 75 million Millenials are doing to
create a sea change in how financial services are consumed.
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Panels Discussions (continued)
Digital Signals: A Discussion of Television Advertising’s Migrating
Online and the Adoption of Programmatic Tools
Tuesday, March 3, 1:00 p.m. — Salon V
Moderator: Ron Josey, Senior Internet Analyst
Online video is a key growth driver of the Internet as users increasingly
consume video across all screens and advertisers follow. In this panel
we will discuss the shift of the $70 billion television advertising market
to online, the impact programmatic tools are having on improving the
targeting and automation of advertising on brands and agencies, and the
adoption and penetration of programmatic tools for linear television.
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Company Presentations
(Partial list as of January 29, 2015; subject to change)
Public Companies
Akamai Technologies, Inc. (AKAM)
Aerohive Networks, Inc. (HIVE)
Arista Networks, Inc. (ANET)
ARM Holdings plc (ARMH)
AVG Technologies N.V. (AVG)
Brocade Communications Systems, Inc. (BRCD)
Cornerstone Ondemand Inc. (CSOD)
CoStar Group, Inc. (CSGP)
Coupons.com Incorporated (COUP)
Ellie Mae, Inc. (ELLI)
Enova International, Inc. (ENVA)
GrubHub Inc. (GRUB)
Hortonworks, Inc. (HDP)
Imperva, Inc. (IMPV)
inContact, Inc. (SAAS)
Infoblox Inc. (BLOX)
Informatica Corporation (INFA)
iRobot Corporation (IRBT)
j2 Global, Inc. (JCOM)
Liquid Holdings Group, Inc. (LIQD)
Marin Software Incorporated (MRIN)
Marketo, Inc. (MKTO)
MeetMe, Inc. (MEET)
Micron Technology, Inc. (MU)
NetSuite Inc. (N)
New Relic, Inc. (NEWR)
NICE Systems Ltd. (NICE)
Pandora Media, Inc. (P)
Paylocity Holding Corporation (PCTY)
Proofpoint, Inc. (PFPT)
PROS Holdings, Inc. (PRO)
Qlik Technologies, Inc (QLIK)
Qualys, Inc. (QLYS)
Rackspace Hosting, Inc. (RAX)
RealPage Inc. (RP)
SciQuest, Inc. (SQI)
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Company Presentations (continued)
(Partial list as of January 29, 2015; subject to change)
Public Companies
ServiceSource International, Inc. (SREV)
SolarWinds, Inc. (SWI)
Spredfast (Spredfast)
SPS Commerce, Inc. (SPSC)
Tableau Software, Inc. (DATA)
TechTarget, Inc. (TTGT)
Textura Corporation (TXTR)
The Ultimate Software Group, Inc. (ULTI)
TrueCar, Inc. (TRUE)
TubeMogul, Inc. (TUBE)
Tyler Technologies, Inc. (TYL)
Ubiquiti Networks, Inc. (UBNT)
Varonis Systems, Inc. (VRNS)
VMware, Inc. (VMW)
Yahoo! Inc. (YHOO)
Yelp Inc. (YELP)
Zendesk, Inc. (ZEN)
Zillow, Inc. (Z)
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Company Presentations
(Partial list as of January 29, 2015; subject to change)
Private Companies
Actian
Adaptive Insights
AdRoll
Alert Logic
Alteryx, Inc.
AppNexus
Apptio
Apttus
Avalara
Birst, Inc.
Bitcoin
BrightEdge
Centrify Corporation
Cloudera
CloudFlare, Inc.
DataStax
DataXu
DocuSign Inc.
Dyn
eXelate
Fiksu
Glassdoor
Host Analytics, Inc.
iCIMS
InsideSales.com
Kabbage, Inc.
loanDepot
MapR
MINDBODY
Okta
OpenDNS
Ping Identity
Plex
Puppet Labs
Radius
Social Finance
Sojern
TeleSign
The Trade Desk
Webroot
WeddingWire
WideOrbit
Zscaler
Zuora
The JMP Securities Technology Conference
Monday, March 2, and Tuesday, March 3, 2015
Registration & Hotel Information
To register for The JMP Securities
Technology Conference, please go to:
www.meetmax.com/jmptech.html
no later than Friday, February 27, 2015.
For additional information, contact
Linle Froeb at [email protected].
Hotel Information
The Ritz-Carlton, San Francisco
600 Stockton Street, San Francisco, CA 94108
If you require overnight accommodations, please call The Ritz-Carlton, San Francisco
at (415) 296-7465. Advise the hotel that your stay is in connection with the JMP
Securities event. The guest room rate is $369 per night. Each reservation must be
guaranteed with a credit card at the time of booking. After Monday, February 6, 2015,
rooms will be released for general sale, and reservations will be subject to availability
and prevailing rates.
One-On-One Meetings
Please make all requests for one-on-one meetings by Thursday, February 12, 2015.
To do so, contact your JMP Securities sales representative or Claire Kimple at
[email protected].