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2022 Capital Conference

Hosted by KPMG

November 16 - 17, 2022

Thank you for an amazing 2022 PACT Capital Conference!

NAVIGATION

ABOUT THE CAPITAL CONFERENCE

This annual conference unites the investor and entrepreneurial communities in the Mid-Atlantic region for panel sessions, keynote speakers, and networking. 45+ healthcare and technology companies at all stages of development (including growth-stage) will present to a national base of investors throughout the day for a chance to enter The Lion’s Den. Three finalist companies will pitch to a panel comprised of successful CEOs and investors prepared to make live investment offers.

CONFERENCE HIGHLIGHTS

Networking

Opportunities to meet, greet and develop new business relationships including:
– Scheduled networking breaks
– Dedicated space for one-on-one business meetings over two days
The PACT Fest Party – an exclusive opening cocktail event at Reading Terminal Market

Business Development

At the Capital Conference, you’ll connect with influential business leaders, legends, and the movers and shakers in the emerging growth community. Attend panel sessions, company presentations, and more to meet individuals and gain opportunities to build and expand invaluable business networks.

Company Presentations

Experience presentations from 45+ emerging business models in technology and healthcare industry specific tracks. See the latest technologies and cutting-edge innovations as companies and CEOs tell their stories. You might even find your next investment deal presenting this year!

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

=========================================================

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.

=========================================================

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

=========================================================

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

=========================================================

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:

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

Sponsors

Conference Host

kpmg-pactcapcon-website

Gala Sponsors

bridgebank-logo
Trountman

Titanium Sponsors

Industry Track Vice-Chair Sponsors

Healthcare

ben_franklin_tech_partners
bioadvancapcc2019-logo

Technology

osage_Logo
SRI_Capital_logo

Platinum Sponsors

Specialty Sponsors

GOLD PLUS SPONSORS