21-

2022 Capital Conference
Hosted by KPMG
November 16 - 17, 2022
Thank you for an amazing 2022 PACT Capital Conference!
NAVIGATION
ABOUT THE CAPITAL CONFERENCE
CONFERENCE HIGHLIGHTS



Networking
Business Development
Company Presentations
2022 AGENDA
WEDNESDAY, November 16, 2022
7:00 – 10:00 p.m.
PACT Fest (formerly the Gala Reception)
Reading Terminal Market
1136 Arch Street, Philadelphia, PA 19103
Join us and celebrate the region’s entrepreneurial spirit as we kick-off the PACT Capital Conference 2022.
Co-Sponsored by Bridge Bank and Troutman Pepper
THURSDAY, November 17, 2022
8:30 a.m. – 6:15 p.m.
Philadelphia Marriott Downtown
1201 Market Street, Philadelphia, PA 19107
8:30 a.m.
REGISTRATION OPENS
Outside Salons E-F
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9:00 – 9:45 a.m.
BREAKFAST – WELCOME/OPENING REMARKS
Salons E-F
Joins us for a networking breakfast as we kick off a full day’s activity of presentations, panels, curated meetings and business development. This all culminates with the Lion’s Den and Closing Reception.
Sponsored by Baker Tilly, Bank of America, and CFGI
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9:00 – 9:45 a.m.
FEATURED COMPANY PRESENTATIONS
Hear presentations from more than 45 of the region’s most promising investment opportunities in three industry-focused tracks.
TECHNOLOGY – EARLY STAGE COMPANIES
Salon B
Sponsored by Morgan Lewis
- Translator 9:45 AM
- Lesson Bee 9:55 AM
- Fount 10:05 AM
- Navengage 10:15 AM
- Brightr Travel 10:25 AM
HEALTHCARE – DIAGNOSTICS AND DIGITAL HEALTH
Salon C
Sponsored by EY
- Senzo 9:45 AM
- FloBio 9:55 AM
- Keriton 10:05 AM
- BioCurie 10:15 AM
- ToxiSense 10:25 AM
TECHNOLOGY – EARLY STAGE COMPANIES
Salon D
Sponsored by Fox Rothschild LLP
- Detoxyfi 9:45 AM
- Muncho 9:55 AM
- EPOCH Boats 10:05 AM
- AWSM Sauce 10:15 AM
- National Bar League 10:25 AM
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10:30 – 11:00 a.m.
NETWORKING/BREAKS
Salons E-F
There will be many opportunities to seek out that company or investment opportunity in a casual or structured way during our strategically placed networking sessions.
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11:00 – 11:45 a.m.
FEATURED COMPANY PRESENTATIONS
Hear presentations from more than 45 of the region’s most promising investment opportunities in three industry-focused tracks.
EARLY STAGE – TECHNOLOGY COMPANIES
Salon B
Sponsored by Morgan Lewis
- ImpactableX 11:00 AM
- Kapitalwise 11:10 AM
- ConConnect 11:20 AM
- Licentiam 11:30 AM
- Employee Cycle 11:40 AM
HEALTHCARE – THERAPEUTICS
Salon C
Sponsored by EY
- SIRPant Immunotherapeutics 11:00 AM
- Eliksa Therapeutics 11:10 AM
- Mebias Discovery 11:20 AM
- Lime Therapeutics 11:30 AM
- Trevarx Biomedical, Inc. 11:40 AM
- BioSapien 11:50 AM
TECHNOLOGY – GROWTH STAGE COMPANIES
Salon D
Sponsored by Fox Rothschild LLP
- BioT Medical 11:00 AM
- Astarte Medical 11:10 AM
- Boodle.AI 11:20 AM
- COI Energy 11:40 AM
- Qualytics 11:50 AM
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12:00 – 1:30 p.m.
LUNCHEON – Keynote Speaker – A Conversation with Captain Scott Kelly, History-Making NASA Astronaut; First to Complete a Year-in-Space Mission
Salon E-F
Back from his historic, record-breaking Year In Space, NASA astronaut Captain Scott Kelly has laid the groundwork for the future of space travel and exploration. Gracing the cover of TIME, he shares valuable advice on pushing one’s own limits, and the leadership and teamwork required in demanding conditions. Scott knows about coping with isolation, resilience, and overcoming adversity. His New York Times best-selling memoir, Endurance: My Year in Space, A Lifetime of Discovery has been optioned as a Hollywood film by Sony Pictures.
Sponsored by KPMG
=========================================================
1:30 – 2:15 p.m.
FEATURED COMPANY PRESENTATIONS
Hear presentations from more than 45 of the region’s most promising investment opportunities in three industry-focused tracks.
TECHNOLOGY – EARLY STAGE
Salon B
Sponsored by Morgan Lewis
- HeyKiddo 1:30 PM
- Vital Start 1:40 PM
- Amorsui 1:50 PM
- Lithero 2:00 PM
- Breed Science 2:10 PM
HEALTHCARE – MED DEVICES
Salon C
Sponsored by EY
- Novopedics 1:30 PM
- Robossis 1:40 PM
- Aevumed 1:50 PM
- Sail Fusion 2:00 PM
- Vesteck 2:10 PM
TECHNOLOGY – EARLY STAGE COMPANIES
Salon D
Sponsored by Fox Rothschild LLP
- WealthMore 1:30 PM
- Cypris 1:40 PM
- CollX 1:50 PM
- Forge Applications 2:00 PM
- Groov 2:10 PM
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2:15 – 2:45 p.m.
NETWORKING/BREAKS
There will be many opportunities to seek out that company or investment opportunity in a casual or structured way during our strategically placed networking sessions.
=========================================================
2:45 – 3:30 p.m.
PANEL SESSIONS
CANNABIS: Legal Cannabis Industry Outlook for the Northeast/Mid-Atlantic Region and Nationally Looking Toward 2023 and beyond
Salon B
Pennsylvania is quickly becoming one of the largest population centers that does not permit recreational cannabis, while being surrounded by states that have legalized recreational cannabis sales. With the elections this fall, Pennsylvania is going to be a hotbed for legalization and associated opportunities. Legal cannabis is a capital-intensive industry currently starved for capital while increasingly in favor with consumers. The panel will discuss and analyze the path forward for this industry of the future.
Panelists:
- Jon Cohn, CEO, Agronomed Pharmaceuticals LLC
- David Morgan, Co-Founder and CEO, Bud & Mary’s
- Michael Mufson, CEO, Mufson Howe Hunter & Company
- Neil Willner, Co-chair, Cannabis Group, Royer Cooper Cohen Braunfeld LLC
Moderator
- Roger Braunfeld, Partner, Royer Cooper Cohen Braunfeld LLC
Sponsored by Royer Cooper Cohen Braunfeld LLC
HEALTHCARE: Reverse Pitches – Developing Solutions in Healthcare
Salon C
The landscape for selling to providers and payers is rapidly changing. Stakeholders representing payers, providers, and early stage companies will address the process for driving adoption of innovative new platforms. Key insights will include current priorities, required proof points, and best practices for gaining customer engagement. The panel will help healthtech entrepreneurs to better understand the needs of enterprise buyers before building a product with emphasis on crafting and communicating appropriate value propositions.
Panelists:
- Kortney Cruz, VP, Independence Blue Cross
- Bimal Desai, MD, Chief Health Informatics Officer, CHOP
- Subha Airan-Javia, MD, CEO and Founder, CareAlign
Moderator:
- Adam Dakin, Partner, Healthtech, DreamIT Ventures
Sponsored by Independence Blue Cross
TECHNOLOGY: Turning a Crisis into Opportunity
Salon D
This panel matches investors with entrepreneurs as they discuss those who have successfully weathered a downtown and the struggles for those who have not. How do start-ups prepare and plan for a climate that has changed since the last decade?
Panelists:
- Marissa Evans Alden, CEO & Co-Founder, Swayer
- Nathanial Lentz, Managing Partner, Osage Venture Partners
- Bill Marvin, CEO, InstaMed and Managing Director & Head of Healthcare Payments, J.P. Morgan
- Doc Parghi, Managing Partner, Sri Capital
- Courtney Robinson, Partner, Advance Venture Partners
- Shiva Srinivasan, Founder & CEO, Zuppler
Moderator:
- Douglas E. Kingston, Partner, Morgan Lewis
Sponsored by Morgan Lewis
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3:30 – 4:00 p.m.
NETWORKING/BREAKS
There will be many opportunities to seek out that company or investment opportunity in a casual or structured way during our strategically placed networking sessions.
=========================================================
4:00 – 5:15 p.m.
THE LION’S DEN
Salons E-F
A panel of highly successful entrepreneurs will be presented with 3 investment opportunities from the best of the conference’s featured companies. Investment decisions will be made LIVE.
The Lions:
- David Adelman, Founder, Darco Capital & CEO, Campus Apartments
- Michael DiPiano, Managing General Partner & Co-Founder, NewSpring Capital
- Ira Lubert, Co-Founder, Independence Capital Partners, & Partner, LLR Partners
- John Martinson, Chairman, Martinson Ventures
- Sylvester Mobley, Managing Partner, Plain Sight Capital
Moderator:
- Marc R. Lederman, General Partner, NewSpring Capital
Sponsored by Cozen O’Connor and RSM
===============================================================
5:15 – 6:30 p.m.
CLOSING RECEPTION
Outside of Salons E-F
Join us as we conclude Capital Conference 2022 by mixing and mingling with your fellow conference attendees.
Sponsored by EisnerAmper and NewSpring Capital
2022 Featured Companies
Out of over 150 submissions, our selection committee chose 45+ up-and-coming companies in the growth-stage, technology, and healthcare categories. These featured companies presented their innovations live in front of investors, professional advisors, and key decision makers at the Capital Conference on November 17th. During pitching hours, featured companies received direct feedback with hopes to take home funding, gained pitching experience, and made lasting business connections.
Three companies – CollX, ConConnect, and HeyKiddo – entered the Lion’s Den for a collective total of $850K in on-site commitments from highly successful entrepreneurs turned investors. Over the past 7 years companies have raised almost $8m in the aggregate of funding.
This year's companies include:
Technology
Amorsui
AWSM Sauce
Breed Science
Brightr Travel
CollX
ConConnect
Cypris
Detoxyfi
Employee Cycle
EPOCH Boats
Forge Applications
Fount
Groov
HeyKiddo
ImpactableX
Lesson Bee
Licentiam
Lithero
Muncho
Navengage
NBX National Bar League
ToxiSense
Translator
Vital Start
WealthMore
Growth Stage
Aevumed
Astarte Medical
BioT Medical
Boodle.AI
COI Energy
Qualytics
Steering Committee
Jeffrey Bodle
Partner
Morgan Lewis
Committee Co-Chair, Technology Recruiting/Selection
Patrick Boyle
Partner
EisnerAmper, LLP
Technology Recruiting/Selection
Ryan Breen
Managing Director, Audit
KPMG LLP
Co-Chair, Conference Host
Dave Burkavage
Strategic Growth Markets Leader
EY
Co-Chair, Healthcare Recruiting/Selection
Sarah Carter
Director of Marketing
PACT
Liaison, Marketing/PR
Andy Cherry
Partner
KPMG LLP
Co-Chair, Conference Host
Richard Cohen
Partner
Duane Morris LLP
Co-Chair, Entrepreneur
Neil Cooper
Executive Partner
RCCB Law
Content – Specialized
Dana DiDonato
Manager, Field Marketing
KPMG LLP
Committee Chair, Marketing/PR
Emily Foote
Osage Partners
Industry Track Co-Vice Chair, Technology
Heidi Franklin
Director, Programs and Partnerships
PACT
Liaison
Rick Genzer
Ben Franklin Technology Partners of Southeastern PA
Oversight Data/Companies
Technology – Recruiting/Selection
Ira Gubernick
Member
Cozen O’Connor
General Content
Michael Harrington
Partner
Fox Rothschild LLP
Oversight Chair, Technology – Recruiting/Selection
Jennifer Hartt
Ben Franklin Technology Partners of Southeastern PA
Industry Track Co-Vice Chair, Healthcare
Cheryl Jarvis-Johnson
Director, Programs and Operations
PACT
Sponsorship, Content, Internal
Frederick Jones
Chief Business Officer
BioAdvance
Industry Track Vice Chair, Healthcare
Doug Kingston
Morgan Lewis
Committee Co-Chair, Technology Content – Recruiting/Selection
Matthew Klinger
Managing Director
Columbia Private Equity Partners
Co-Chair – Outreach – Investor
Marc Lederman
General Partner
NewSpring Capital
Chair, Lions Den
Paul Marvel
Office Managing Partner
RSM US LLP
General Content
Brian McCabe
Senior Director, Technology Banking
Bridge Bank
Co-Chair, Outreach – Investor
Dean Miller
President and CEO
PACT
Chair, Sponsorship and General Content
David Nelson
Member
Cozen O’Connor
Committee Co-Chair, Healthcare – Recruiting/Selection
Tom Olenzak
Managing Director, Corporate Development & Strategic Investments
Independence Blue Cross
Chair, Healthcare – Content, Recruiting/Selection
Doc Phargi
Director
SRI Capital
Industry Track Co-Vice Chair, Technology
John Royer
Managing Partner
RCCB Law
Content – Specialized
Bryan Snellman
Senior Manager
EY
Co-Chair, Healthcare – Recruiting/Selection
Planning Committee
Jason Acevedo
Klehr Harrison
Technology – Recruiting/Selection
Rupali Amin
KPMG LLP
Outreach – Entrepreneur
Reginald Amoa
KPMG LLP
Liaison, Outreach – Entrepreneur
Jackie Arnold
RSM US LLP
Marketing/PR
Jason Bannon
Director, Marketing
Ben Franklin Technology Partners of Southeastern PA
Marketing/PR
Roger Baumfield
Partner
RCCB Law
Liaison, Sponsorship, Outreach – Investor
Joe Biancaniello
Commercial Banking, (Technology & Disruptive Commerce)
JP Morgan
Technology – Recruiting/Selection
Glen Bressner
Co-Founder & Managing Partner
Activate Venture Partners
Technology – Recruiting/Selection
Stephen Brittin
Juno Search Partners
Technology – Recruiting/Selection
Vincent Bruno
Senior Manager, Audit
KPMG LLP
Technology – Content & Recruiting/Selection
Jason Caplain
Bull City Venture Partners
Outreach – Investor
C. Cawley
Senior Audit Manager
KPMG LLP
Healthcare – Recruiting/Selection
Prathik Chandrasekaran
Commercial Banking (Life Science)
JP Morgan
Outreach – Entrepreneur
Raffaele Cicala
Troutman Pepper
Outreach – Entrepreneur
Jennifer Cohen
Director of Mentor Connect
PACT
Liaison, Logistics
Charisse Dean
KPMG LLP
Doug DiSesa
Technology Vertical
JP Morgan
Outreach – Investor
Brian Dolan
Troutman Pepper
Marketing/PR
Paul Dougherty
Partner
EisnerAmper, LLP
Sean Dowling
Partner
Osage Ventures
Technology – Recruiting/Selection
Vincent Drozd
KPMG LLP
Liaison, Technology – Recruiting/Selection
Christopher Duffin
Senior Associate, Business Tax Services
KPMG LLP
Liaison, Technology – Recruiting/Selection
Tom Dwyer
Attorney at Law
Troutman Pepper
Technology & Healthcare – Recruiting/Selection
Holly Fink
Duane Morris LLP
Marketing/PR
Holly Flanagan
Managing Director
Gabriel Investments
Early Stage – Recruiting/Selection
Boris Furer
KPMG LLP
Liaison, Technology – Recruiting/Selection
David Gitlin
Partner
RCCB Law
Healthcare – Content & Recruiting/Selection
Brendan Golden
Senior Manager
EisnerAmper, LLP
Early Stage – Recruiting/Selection
Steven Golub
KPMG LLP
Liaison, Technology – Recruiting/Selection
Rebecca Guzman
Duane Morris LLP
Outreach – Entrepreneur
Andy Hamilton
Partner
Morgan Lewis
Technology – Recruiting/Selection
Bob Hartt
Commercial Banking, (Technology & Disruptive Commerce)
JP Morgan
Technology – Recruiting/Selection
Sarah Herrmann
Juno Search Partners
Technology – Recruiting/Selection
Liz Hodgson
Fox Rothschild
Healthcare – Recruiting/Selection
Michael Horwitz
KPMG LLP
Liaison, Sponsorship
Kacy Jennings
Associate
Fox Rothschild
Technology – Recruiting/Selection
Carolita Joseph
KPMG LLP
Liaison, Company Preparation
David Kalman
Managing Director
KPMG LLP
Liaison, Technology – Content
Terry Kerwin
Associate
Fox Rothschild LLP
Technology – Recruiting/Selection
Tom Koncsics
Partner
KPMG LLP
Liaison, Healthcare – Content, Company Preparation
Chet Kumar
NewSpring Capital
Healthcare – Recruiting/Selection
Abe Kwon
Troutman Pepper
Healthcare – Recruiting/Selection
Kristen Lewis
Director, Marketing
EisnerAmper, LLP
Marketing/PR
Daniel Liva
KPMG LLP
Liaison, Technology – Recruiting/Selection
Kim MacAlister
Marketing Director
Troutman Pepper
Marketing/PR
Chris Miller
Partner
Troutman Pepper
Healthcare – Recruiting/Selection
Christopher Munyan
KPMG LLP
Liaison, Outreach – Investor, Company Preparation
John Pennett
Partner
EisnerAmper, LLP
Healthcare – Recruiting/Selection
Steven Pham
KPMG LLP
Liaison, Healthcare – Recruiting/Selection
Morgan Piscitelli
EisnerAmper, LLP
Marketing/PR
Sushma Rajagopalan
Rittenhouse Ventures
Early Stage – Recruiting/Selection
Kapila Ratnam
General Partner
NewSpring Capital
Healthcare – Recruiting/Selection
Joel Ruffini
Duane Morris LLP
Outreach – Entrepreneur
Anthony Salter
Managing Director
KPMG LLP
Liaison, Sponsorship
Kimberly Shultz
Managing Director, Audit
KPMG LLP
Liaison, Sponsorship
Caroline Shumway
Senior Manager, Audit
KPMG LLP
Liaison, Outreach – Investor
Liz Sigety
Partner
Fox Rothschild LLP
Technology – Recruiting/Selection
Eli Silverman
EisnerAmper, LLP
Technology – Recruiting/Selection
Caitlin Skrdla
KPMG LLP
Liaison, Company Preparation
Jeffrey Snellenburg
President
PA Angel Network
Early Stage – Recruiting/Selection
Dianne Strunk
VP, Business Development
PACT
Sponsorship
Rob Tobia
Audit
KPMG LLP
Liaison, Technology – Recruiting/Selection
Kim Tuski
Director, Membership
PACT
Liaison, Internal Logistics
Heshan Wanigasekera
Private Banking (Technology Vertical)
JP Morgan
Marketing/PR
Ellen Weber
Robin Hood Ventures
Early Stage – Recruiting/Selection
Alan Wink
Partner
EisnerAmper, LLP
Outreach – Investor
Ethan Zook
Troutman Pepper
Outreach – Investor