G-49 SUMMIT - Fernweh Group

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G-49 SUMMIT Capitalizing on the next wave October 13-14 Four Seasons | Fort Lauderdale, FL Not to be circulated without Fernweh Group’s prior written consent

Transcript of G-49 SUMMIT - Fernweh Group

G-49 SUMMITCapitalizing on the next wave

October 13-14Four Seasons | Fort Lauderdale, FL

Not to be circulated without Fernweh Group’s prior written consent

© Fernweh Group LLC or its affiliates. All rights reserved. | Confidential© Fernweh Group LLC or its affiliates. All rights reserved. | Confidential

WHEN

October 13-14, 2022

WHERE

October 13-14, Four Seasons | Fort Lauderdale, FL

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G-49 Summit: Capitalizing on the next wave

OVERVIEW

G-49 convenes prominent leaders and influencers from

industrials and industrial tech. sector and related ecosystem

to discuss critical topics shaping the industry.

2022 G-49 summit will pivot off from our recent research

on "Industrials: The rise to 2Ps – prominence and

preeminence" and dive into value creation in the

post-COVID world. In addition, we will also discuss

the impact of disruptions in technology (AI,

Quantum, Cybersecurity), trade, infrastructure,

and global supply chains on the industry

THEMES WE WILL DISCUSS

• Industrials: The rise to 2Ps – prominence and preeminence

• Role of Disruption 2.0 (AI, Quantum, Cybersecurity, Digital)

• Driving shareholder return to rival FAANG performance

• Future of trade, infrastructure, and supply chains

• Owner-operator mindset: What does it mean?

Four Seasons Hotel and

Residences, Fort

Lauderdale, Florida

INVITEES

80+ CEOs and senior leaders shaping the industrials and industrials tech. sector and related

ecosystem

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October 13-14, Four Seasons | Fort Lauderdale, FL

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Our Venue

Set on the spectacular Atlantic coastline of

Southern Florida and the vision of an international

team of designers, this community of luxury private

residences represents a new global destination on Fort

Lauderdale Beach. A prime beachfront address with

unrivalled style and service, Four Seasons brings an

inspiring sense of possibility to this next-generation

coastal city. Moments away, experience the city’s best shops,

restaurants, marinas and entertainment – surrounding you

with the youthful spirit and energy of the South Florida Riviera.

Four Seasons Fort Lauderdale has globally implemented the company’s enhanced health and safety program, Lead With Care

• This ongoing implementation is informed by Four Seasons’ consulting agreement with

Johns Hopkins Medicine International

• Enhanced ventilation and cleanliness have been put in place throughout the property and

the frequency has been increased

• Heightened guest safety and comfort with physical distancing measures where

appropriate and contactless options for services

• Adherence to local guest mask usage policies and indoor masking for all Four Seasons

employees

• Symptom screening of guests and employees and adherence to local requirements for

testing or vaccine verification

https://www.fourseasons.com/leadwithcare/

Four Seasons Hotel and Residences

Fort Lauderdale, FL

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WEDNESDAY, OCTOBER 12, 2022

October 13-14, Four Seasons | Fort Lauderdale, FL

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Agenda (1/2)

TIME TOPIC SPEAKER

06:00-09:00 PM Welcome reception All

TIME TOPIC SPEAKER

07:30-09:30 AM Breakfast All

09:30-11:30 AM

Executive learning program: 3 sessions in

series (participants can join any or all)

1. Quantum Computing: Nearing the

Quantum Advantage

Serguei Beloussov

Founder & Executive Board

Member, Acronis

2. Dealing with labor shortage: A world with

digital workforce

Chetan Dube

President & CEO, Amelia

3. Cybersecurity: Building a more resilient

world

Alex Stamos

Founding Partner, Krebs Stamos

Group

11:30-1:00 PM 2 tracks (Semi/photonics, industrials) Lunch All

01:00-1:15 PM G-49 kick-off and introductionsNick Santhanam,

CEO, Fernweh Group

01:15-2:00 PMIndustrials: The rise to 2Ps – prominence and

preeminence

Nick Santhanam,

CEO, Fernweh Group

02:00-2:45 PMDriving shareholder returns to rival FAANG

performance

Arun Sarin

Former CEO, Vodafone Plc

02:45-3:00 PM Break All

03:00-3:45 PM

Fireside chat: How do organizations anticipate

and prepare for cyber attacks? What should

incident response and recovery look like?

Chris Krebs (Founding Partner,

Krebs Stamos Group), Sudhakar

Ramakrishna (CEO, SolarWinds)

03:45-4:30 PMBreakout discussion: How do we seize the

moment to play center stage in the next wave?

4 groups, moderated by Fernweh

Group

04:30-4:45 PM Break All

THURSDAY, OCTOBER 13, 2022

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THURSDAY, OCTOBER 13, 2022

October 13-14, Four Seasons | Fort Lauderdale, FL

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Agenda (2/2)

TIME TOPIC SPEAKER

4:45-5:30 PMReconstructing supply-chains in post-

pandemic world

Shailesh Jejurikar

COO, P&G

5:30-5:45 PM Recap of day 1Shekhar Varanasi

COO, Fernweh Group

6:00-9:00 PM Gala dinner All

FRIDAY, OCTOBER 14, 2022

TIME TOPIC SPEAKER

07:00-8:15 AM Breakfast All

08:15-8:30 AM Plan for day 2Shekhar Varanasi

COO, Fernweh Group

08:30-9:15 AMIdentifying next generation winners: What is

the secret sauce?

Bill Tai

Co-founder & Chairman of Board,

Treasure Data

09:15-10:00 AMDealing with geopolitical risks: The Future of

trade, infrastructure, and supply chainsSpeaker to be confirmed

10:00-10:15 AM Break All

10:15-11:00 AMBreakout discussion: Ramping up business in

the post-pandemic world

4 groups, moderated by Fernweh

Group

11:00-11:45 AMRise in buyout multiples: What does it mean

for Private Equity?

Ludovic Phalippou

Professor, Said Business School

11:45-12:15 PM Break, participants obtain lunch All

12:15-12:45 PMDiscover your True North : How to become

the leader you want to be?Speaker to be confirmed

12:45-1:30 PM

Panel discussion: Disruption 2.0 - How to

drive adoption of disruptive technologies?

Does the pace of adoption need to change in

post-COVID world?

Serguei Beloussov (Acronis),

Chetan Dube (Amelia),

Bill Tai (Treasure Data),

Chris Krebs (Krebs Stamos Group)

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80+ Participating companies are joining us for 2022 G-49 Summit (1/2)

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80+ Participating companies are joining us for 2022 G-49 Summit (2/2)

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Distinguished speakers

Arun SarinFormer CEO

Dr. Serguei BeloussovFounder & Executive Board

Member

Chetan DubePresident & CEO

Chris KrebsFounding Partner

Ludovic PhalippouProfessor of Financial Economics,

Said Business School

Sudhakar RamakrishnaCEO

Shailesh JejurikarCOO

Alex StamosPartner

Bill Tai Co-founder & Chairman of

Board

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G-49: Speaker Profile(1/9)

Dr. Serguei BeloussovFounder & Executive Board

Member

Dr. Serguei Beloussov is the founder of the

Schaffhausen Institute of Technology (SIT)

and multiple global IT companies,

including Acronis. Currently serving as

Acronis Executive Board Member and

Chief Research Officer – before this role,

Dr. Serguei Beloussov served as Acronis’

Chief Executive Officer from 2013-2021.

He was born in the USSR to a family of

physicists of Jewish descent. He moved

from USSR to Singapore in 1994, became a

Singaporean resident then – turning a

citizen in 2001.He is a Singaporean tech

entrepreneur, businessman, investor,

speaker and renowned thought leader on

cyber protection, cloud automation, and

virtualization. He has founded over 20

companies, including Acronis, Parallels,

Virtuozzo, Odin, Acumatica, Runa Capital,

Phystech Ventures, and Qwave Capital

venture funds.

Dr. Serguei Beloussov is also passionate

about quantum physics; he sat on the

Governing Board of the Centre for

Quantum Technologies in Singapore from

2012-2017 and co-founded global venture

firm, QWave Capital, to invest in new

quantum technologies

He holds a B.S. in Physics, an M.S. (Hons)

in Physics and Electrical Engineering, and a

Ph.D. in Computer Science from MIPT.

Dr. Serguei Beloussov filed over 350

patents (USPTO) with an H-index is 40.

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G-49: Speaker Profile(2/9)

Chetan Dube has served as the President

and CEO of Amelia, an IPsoft Company

since its inception in 1998. Amelia is a New

York City-based artificial intelligence

company, whose flagship product is an

eponymous chatbot. During his tenure, he

has led the company to create a radical shift

in the way IT is managed. Today, Amelia's

conversational AI technology provides

customer service for about 500 corporate

clients, including Telefonica, BNP Paribas

and Nordic Bank.

Indian-born Chetan Dube moved to the

United States after college to become an

applied mathematics professor at New

York University in 1992. He left academia

and started Amelia as information

technology firm IPSoft in 1998, growing it

to about $100 million in revenue in 2020.

Mr. Dube is a widely recognized speaker on

autonomics and utility computing and

serves on the board of numerous IT-

related institutions. He also serves on the

board of numerous IT-related institutions.

In 2017, he was listed as one of the Nine

Greatest AI minds in the world to keep an

eye on by Forbes. He is also a distinguished

member of the Forbes Technology

Council.

Mr. Dube earned a degree in electrical

engineering from IIT Delhi and then came

to the U.S. to pursue a doctorate in

theoretical computer science at the Courant

Institute of Mathematical Sciences of New

York University (NYU).

He envisions a world where humans and

machines work closely together to build a

radically more efficient planet.

Chetan DubePresident & CEO

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Shailesh JejurikarCOO

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G-49: Speaker Profile(3/9)

Shailesh Jejurikar is an Indian American

business executive and the Chief Operating

Officer (COO) of Procter & Gamble. In

2020, he was also appointed to join the

board of Otis Elevator Company. As Chief

Operating Officer (COO), Mr. Jejurikar has

profit/loss responsibility for P&G’s

Enterprise Markets (Latin America, India,

Middle East, Africa, Southeast Asia and

Eastern Europe) and leads Information

Technology, Global Business Services,

Sales, Market Operations, Purchasing,

Manufacturing, Distribution and New

Business for the company.

Previously, he was the Chief Executive

Officer of Procter & Gamble’s largest

business sector, Fabric & Home Care,

which includes many of P&G’s most-iconic

brands: Tide, Ariel, Downy, Gain, Febreze,

Swiffer—and represents about one-third of

total company sales and net earnings.

Mr. Jejurikar’s extensive P&G career has

spanned multiple businesses (Health &

Beauty Care, Home Care, Fabric Care and

P&G Professional) in both developed and

developing regions (North America,

Europe, Asia and Africa). Known for his

unique ability to identify growth

possibilities, he has consistently delivered

strong business results in every market and

on every business, enabled via his deep

experience of growing brands locally,

regionally.

Mr. Jejurikar also served as Member of the

Nanyang Business School’s Advisory Board

(2007-2015) and as a Trustee of the

Cincinnati Country Day School (2012-

2017).

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G-49: Speaker Profile(4/9)

Chris Krebs is the founding partner at

Krebs Stamos Group LLC, a cyber

consulting firm which quickly landed its

first customer, the recently-beleaguered

SolarWinds. He also served as Director of

the Cybersecurity and Infrastructure

Security Agency (CISA) in the United

States Department of Homeland Security

from November 2018 to November 2020.

As Director, he oversaw CISA’s efforts to

defend civilian networks, manage systemic

risk to national critical functions, and work

with stakeholders to raise the security

baseline of the Nation’s cyber and physical

infrastructure.

Prior to CISA, Mr. Krebs served in various

Department of Homeland Security roles,

responsible for a range of cybersecurity,

critical infrastructure and national resilience

issues. Prior to his time at DHS, he directed

U.S. cybersecurity policy for Microsoft, and

advised industry and government clients on

complex cybersecurity and business risk

matters.

Before Microsoft, Mr. Krebs advised

industry and federal, state, and local

government customers on a range of

cybersecurity and risk management issues.

This is his second tour working at DHS,

previously serving as the Senior Advisor to

the Assistant Secretary for Infrastructure

Protection and playing a formative role in

several national and international risk

management programs.

He holds a bachelor’s degree in

environmental sciences from the University

of Virginia and a J.D. from the Antonin

Scalia Law School at George Mason

University.

Chris Krebs Founding Partner

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G-49: Speaker Profile(5/9)

Ludovic is Head of the FAME Group at

Saïd Business School and specialises in

private equity and asset management.

Ludovic is the author of the bestseller

'Private Equity Laid Bare', and professor of

Financial Economics at Saïd Business

School, University of Oxford. He

specialises in private market investments

with a focus on fee tracking, interest

alignment, and return benchmarking.

Named as one of “The 40 Most

Outstanding Business School Profs Under

40 in the World” in 2014, and as one of the

20 most influential individuals in private

equity in Europe in 2016, Ludovic has

strong links with senior practitioners in the

industry, routinely speaks at practitioner

conferences, and appears in the media

internationally. Ludovic’s research papers

have been widely cited in academia, in the

press, and in regulatory circles.

Ludovic's paper 'How alternative are

private markets?' is one of three 2018

recipients of the Jack Treynor Prize,

sponsored by the Q-Group. The Treynor

Prize recognises superior academic working

papers with potential applications in the

fields of investment management and

financial markets.

Ludovic achieved a degree in Economics

from Toulouse School of Economics; a

Master in Economics and a Master in

Mathematical Finance both from the

University of Southern California; and a

PhD in Finance from INSEAD.

Ludovic PhalippouProfessor of Financial Economics,

Said Business School

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G-49: Speaker Profile(6/9)

Sudhakar Ramakrishna joined SolarWinds

as President and Chief Executive Officer in

January 2021. He is a global technology

leader with nearly 25 years of experience

across cloud, mobility, networking, security

and collaboration markets. He most

recently served as the CEO of Pulse

Secure®, a leading provider of secure and

zero trust access solutions for Hybrid IT

environments, where he was responsible

for all aspects of business strategy and

execution.

Prior to Pulse Secure, Mr. Ramakrishna

served as the Senior Vice President and

General Manager for the Enterprise and

Service Provider Division at Citrix®, where

he had responsibility for Citrix’s portfolio

of virtualization, cloud networking, mobile

platforms and cloud services solutions. Mr.

Ramakrishna also has held senior

leadership roles at Polycom, Motorola and

3Com.

Mr. Ramakrishna is an experienced public

and private company board member. He is

a partner at Benhamou Global Ventures, a

leading venture capital firm investing in

emerging startups in the fields of security,

analytics and applications.

Mr. Ramakrishna earned a master’s degree

in computer science from Kansas State

University and a master’s of management

degree from Northwestern University’s

Kellogg School of Management.

Sudhakar RamakrishnaCEO

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G-49: Speaker Profile(7/9)

Mr. Sarin served as Chief Executive

Officer of Vodafone Group Plc from 2003

until his retirement in 2008. Mr. Sarin

began his career at Pacific Telesis Group in

1984. He progressed through various

management positions there and at

AirTouch Communications Inc., which

Pacific Telesis spun off in 1994, and was

named president and chief operating

officer of AirTouch in 1997. After

AirTouch merged with Vodafone in 1999,

he was appointed chief executive officer of

Vodafone’s U.S./Asia-Pacific region. He left

Vodafone in 2000 to become Chief

Executive Officer of InfoSpace, Inc., and

from 2001 until 2003, he served as Chief

Executive Officer of Accel-KKR Telecom.

After his retirement in 2008, he served as a

senior advisor to Kohlberg Kravis Roberts

& Co. for five years.

Mr. Sarin currently serves as a director at

Cisco Systems, Inc., The Charles Schwab

Corporation and Accenture plc. He

previously served as a director of

Blackhawk Network Holdings, The Gap

and Safeway, and as a non-executive

director of the Court of the Bank of

England. In 2010, he was named an

Honorary Knight of the British Empire for

services to the communications industry.

Mr. Sarin holds M.B.A. and Master of

Science (Engineering) degrees from

University of California-Berkeley and a B.S.

from the Indian Institute of Technology in

Kharagpur, India.

Arun SarinFormer CEO

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G-49: Speaker Profile(8/9)

Alex Stamos joined former CISA director

Chris Krebs at the beginning of 2021, to

form Krebs Stamos Group, a cybersecurity

consultancy, which quickly landed its first

customer, the recently-beleaguered

SolarWinds.

He is a cybersecurity expert, business

leader and entrepreneur working to

improve the security and safety of the

Internet through his teaching and research

at Stanford University. Stamos is an

Adjunct Professor at Stanford’s Freeman-

Spogli Institute and a visiting scholar at the

Hoover Institution.

Prior to joining Stanford, Alex served as

the Chief Security Officer of Facebook. In

this role, Stamos led a team of engineers,

researchers, investigators and analysts

charged with understanding and mitigating

information security risks to the company

and safety risks to the 2.5 billion people on

Facebook, Instagram and WhatsApp.

During his time at Facebook, he led the

company’s investigation into manipulation

of the 2016 US election and helped pioneer

several successful protections against these

new classes of abuse.

Before joining Facebook, Alex was the

Chief Information Security Officer at

Yahoo, rebuilding a storied security team

while dealing with multiple assaults by

nation-state actors.

In 2004, Alex co-founded iSEC Partners,

an elite security consultancy known for

groundbreaking work in secure software

development, embedded and mobile

security.

A noted speaker and writer, he has

appeared at the Munich Security

Conference, NATO CyCon, Web Summit,

DEF CON, CanSecWest and numerous

other events.

Alex StamosPartner

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G-49: Speaker Profile(9/9)

Bill Tai has been a ‘hands on’ early-stage

Venture Capitalist since 1991 and has had

23 of his startups become listed

companies. He co-founded Treasure Data

(acquired by ARM/Softbank) as Chairman

and is among the first investors in Canva,

Color Genomics, Dapper Labs (originator

of Cryptokitties and NBA Topshot), Safety

Culture, Tweetdeck/Twitter, Wish.com and

Zoom Video, where he was the first backer

to commit at the company's formation. He

is Board Chairman of Hut8 Mining

(NASDAQ: HUT), North America's largest

publicly listed Bitcoin mining operation.

Originally trained as a chip designer, he

joined LSI Logic, a seminal Silicon Valley

startup formed by the CEO of Fairchild

Semiconductor after earning a BSEE with

Honors from University of Illinois. After

an MBA at Harvard, he was issued Badge

#A001 during the formation of TSMC,

now among the world’s 10 most valuable

companies (~$580 Billion market value as

of 2020).

He was Founding Chairman & CEO of

iAsiaWorks (IPO via Goldman Sachs &

Morgan Stanley) and Founding Chairman

of IPinfusion. He has served as Board

Director of 8 publicly listed companies that

grew from startups he funded at their

formative stages.

He is creator or cofounder of the

worldwide startup competition

www.ExtremeTechChallenge.org, the

annual www.NeckerBlockchainSummit.com

and the annual www.WestTechFest.com, a

thousand-person technology festival held

annually in Perth Western Australia where

he is an Adjunct Professor at Curtin

University focused on “innovation and

economic development”.

Bill TaiCo-founder & Chairman of

Board

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Participant Names List (1/5)

TITLENAME COMPANY

Kevin Akeroyn CEO

Thomas Amato President, Director & CEO

Lafe Bailey President & Co-CEO

Kenneth Bockhorst Chairman, President & CEO

Micaela Bomhack Director, Corporate Development

Peter Bynoe Managing Director

Emile Chammas SVP & COO

Joel CohenManaging Director, Co-Head of Baird Global Industrial

Investment Banking

Charles Compo Managing Partner

Brett Cope CEO

Kambiz Damaghi EVP & CEO

Paul Darley President & CEO

Jon DeGaynor President & CEO

Peter Durette Business President

David Dwek CEO

Jeff Feeler Chairman, President & CEO

Oscar Feldenkreis President & CEO

Tom Ferguson President, Director & CEO

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Participant Names List (2/5)

TITLENAME COMPANY

John Forsyth President & CEO

Dwight Gibson President & CEO

Matthijs Glastra CEO

Chris Griffin CEO

Susan Hakkarainen Chairman & CEO

Donna Harman Independent Director

Brian Harris EVP & CFO

Jean Hu CFO

Michael Hurlston President & CEO

Bader Jeiroudi CEO

Meghan Juday Chairman of Board

Scott Keeney CEO

Oleg Khaykin CEO

David Kohler President & CEO

Vivek Lall CEO

Zach Larkin Managing Director

Barry Litwin CEO

Chris Mapes Chairman, President & CEO

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Participant Names List (3/5)

TITLENAME COMPANY

Alok Maskara CEO

Steve Mawer CEO

Victor Mendelson Co-President

Kedric Meredith VP, Corporate Development & Investor Relations

Jayne Millard CEO

John Miller CEO

Dan Millman Vice President

Pete Minan SVP & CFO

Karim Mourad Global Head of Infrastructure

Tony Najjar COO & Interim CEO

Henry Nasella Partner

Mikael Norin CEO

Ranjan Pai CEO & MD

Vanesa Patino COO

Bob Priest-Heck CEO

Mario Procida President & CEO

Kevin R. Koch President & CEO

Ajita Rajendra Executive Chairman of the Board

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Participant Names List (4/5)

TITLENAME COMPANY

Jim Rock President & CEO

Ole Rosgaard President & CEO

Greg Rustowicz CFO

Ravinder Sajwan CEO & Board Member

Tom Salmon Chairman of Board & CEO

Sunny Sanyal CEO

Julie Schertell CEO

Philip Schlom SVP & CFO

Mike Schoeb CEO

Bud Scruggs Managing Director

Gregg Sengstack Chairman of the Board & CEO

Hidetoshi Shibata President & CEO

Robert Shillman Chairman & Chief Culture Officer

Ross Shuster CEO

Prahlad Singh President & CEO

Stephen Smith CEO

Mark Sobey EVP & COO

Paul Sternlieb President & CEO

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Participant Names List (5/5)

TITLENAME COMPANY

Vincent Stuart Managing Director

Randy Stuewe Chairman & CEO

Charbel Tagher President

Darren Taylor President & CEO

Keith Taylor Managing Director

Russ Tiejema EVP & CFO

Wayne Ting CEO

Dan Tinker CEO

Vanessa Tisci SVP & General Counsel

Chuck Treadway CEO

David Walker President & CEO

Bill Waltz Pesident & CEO

Dave Webster CEO

Ed Weisiger President & CEO

Kevin Wheeler President & CEO

Glenn Withers SVP & CFO

Brent Yeagy President & CEO

Yoav Zeif CEO

Copyright © 2022Fernweh Group.

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