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Howard Chao
Host and Managing Director of Doon Insights- Welcome Remarks and Introductions
- The Financing and Exit Environment for Legal/Reg Tech
- Final Remarks and Workshop Conclusion
Howard Chao is an investor, lawyer and counselor to entrepreneurs. He began his work life as a corporate lawyer with O'Melveny & Myers and for many years was the Chair of the Firm's Asia Practice. He helped establish the firm's offices in Tokyo, Shanghai, Hong Kong and Beijing, and practiced for many years as a cross-border investment specialist based in Asia. Since 2001 Howard has been based in Silicon Valley, but continued to dedicate substantial time covering the Asia markets.
In recent years Howard has moved to the principal side of investing and deal-making. Howard actively makes angel and other VC investments in earlier stage companies through his personal vehicle, Doon Capital, usually in collaboration with other investors. He maintains close working relationships with various VC and PE funds. Howard invests primarily in startups located in the Silicon Valley and China. Because of Howard's extensive experience with Asia, many of his deals have an Asian (particularly Chinese) nexus.
Howard also maintains an active strategic consulting practice. Howard's extensive experience with investment and financing transactions in both the US and China leads him to advise and assist various clients in both places. His transactions span many different sectors, and include multinationals, financial investors and startup companies.
Nick Sramek
Host and Managing Director of Doon InsightsNick Sramek is a Managing Director of Doon Insights, leading workshop development, content creation, and outreach. Nick has extensive experience assisting organizations in preparing for a world not yet visible. An exceptional communicator of complex issues to diverse stakeholders, Nick has focused expertise in understanding and communicating global macroeconomic, technological, and geopolitical trends, as well as the importance of the economies of the Asia-Pacific region.
Previously, Nick served as the Director of International Relations of Silicon Valley Forum, a Silicon Valley organization that focuses on startup mentorship, corporate digitization, and government innovation strategies. Prior to that, he was the Program and Knowledge Director for the Pacific Pension & Investment Institute, a non-profit educational organization based out of San Francisco that assists corporations, pension funds and financial institutions in carrying out their responsibilities in respect to the Asia-Pacific. Through research fellowships, he has also developed a passion for understanding the role of technology in society, particularly in developing economies.
Nick received a Bachelor’s degree in Business Administration and History from Trinity University (Texas), and a Master’s degree in International Affairs from the University of California, San Diego’s school of Global Policy and Strategy. He is conversational in Mandarin Chinese.
Jacob Beckerman
Founder & CEO of CoParseJacob Beckerman is the founder and CEO at CoParse, a technology startup backed by Cooley and BoxGroup. Before starting CoParse, he worked in computer science research and in asset management. Jacob holds a MSc in Computer Science from Penn Engineering, with thesis work in AI analysis of contracts, and a BSc, Finance from The Wharton School.
Jim Brock
Chief Product Officer at JoinderJim Brock, Joinder's Chief Product Officer, practiced law for 10 years (including as a partner at Venture Law Group), before founding Amicus Capital (seed stage VC); serving as an SVP at Yahoo! (leading the communications and consumer services division); and founding and selling several startups, including Attributor (copyright enforcement, sold to Digimarc) and PrivacyChoice (consumer privacy tools, sold to AVG).
Ken Crutchfield
VP and GM, Legal Markets at Wolters KluwerKen Crutchfield leads the Legal Markets Group and is responsible for setting the vision and strategic approach with a focus on developing leading digital products. The Legal Markets Group within Wolters Kluwer Legal & Regulatory U.S. provides legal professionals across a wide range of markets with expert content and analysis and leading workflow solutions.
Ken brings three decades of experience to his new role. Prior to joining Wolters Kluwer Legal & Regulatory U.S., he was the Senior Vice President & General Manager for the Bloomberg Tax Technology division of Bloomberg BNA. Crutchfield also served in executive-level positions at organizations including Thomson Reuters and LexisNexis. Throughout his career, he has successfully led the growth of multiple businesses in varying industries, including tax & accounting and legal.
Ken earned an MBA from Wright State University and holds a B.S. degree in Electrical Engineering from The Ohio State University.
James Ding
CEO of DraftwiseHe is the co-founder and the CEO of DW. He has an engineering background and has worked in an engineering leadership position both at large tech companies like Palantir Technologies as well as early-stage startups.
T.J. Duane
CEO & Co-Founder of IndexT.J. Duane is the CEO and co-founder of Index.io, an enterprise data solution, that helps companies better manage, update and sync their contact data. T.J. is a 4x entrepreneur and former BigLaw attorney. T.J. started his first "tech" company out of his Harvard Law school dorm room in 1999 and has been building tech products for lawyers and non-lawyers since. Prior to Index, T.J. founded and built HL Central (law student recruiting), Lateral Link (labor marketplace for lawyers) and BrightCrowd (alumni networks). T.J. has been invited to speak at professional conferences and top universities on the topics of entrepreneurship, recruiting, and professional networking. T.J. obtained a BS from Cornell University, a JD from Harvard Law School and an MBA from Stanford's Graduate School of Business. He began his professional career as a corporate attorney at Willkie Farr & Gallagher LLP.
Maja Fabula
Division General Counsel at TennecoMaja Fabula is Division General Counsel for the Performance Solutions and Motorparts segments of Tenneco Inc. (NYSE:TEN), an $17.4 billion global manufacturing company headquartered in Lake Forest, Illinois. Maja leads a team of talented commercial, regulatory, employment, and litigation attorneys who support Tenneco’s operations in the Americas and Europe. She also established Tenneco’s legal operations function and currently leads the department’s talent development efforts. Prior to joining Tenneco, Maja was a partner with the law firm of Kirkland & Ellis LLP, where her practice focused on antitrust defense, corporate internal investigations, FCPA compliance, and complex commercial litigation.
Simone Spence
Founder & CEO of Athena CollectsSimone has been helping women to access the legal system for over twenty years. She has written several books on child support enforcement and can frequently be found as a speaker on equity, inclusion, and access to justice. She loves nature, hiking, and plans to hike Mt. Kilimajaro this fall.
Shrey Gosalia
Founder & CEO of DocketShreyas Gosalia is the Founder and CEO of Docket, a centralized platform for legal teams to showcase the value of legal to the enterprise through easy matter collaboration and insightful analytics.
Shrey is a serial entrepreneur and investor in leading enterprise software and fintech companies such as Carta and Chipper Cash. Prior to founding Docket, Shrey was a venture capitalist at a $200M corporate venture capital firm where he focused on early-stage venture deals. He previously co-founded Ascent Regtech, a software that helps customers automate regulatory compliance to reduce both risk and the cost to comply.
Originally from Cleveland, Shrey earned his MBA from The University of Chicago Booth School of Business. Outside of work, Shrey enjoys traveling with his wife, adventure sports, and cooking.
Otto Hanson
CEO of TermScoutOtto Hanson is a corporate attorney and entrepreneur. He practiced corporate law at Davis Graham and Stubbs LLP in Denver Colorado for four years with a focus on technology transactions before starting full time at TermScout. He lives in Denver, Colorado.
Don Keller
Chief Executive Officer at JoinderappDon Keller, Joinder’s Chief Executive Officer, led Orrick’s Global Technology Sector prior to his current role at Joinder. Don is a former member of Orrick’s Board of Directors, served as head of the firm’s global corporate practice, served as head of the firm’s Silicon Valley Office and served as co-head of the firm's diversity efforts. Don also served on the Executive Committee of Venture Law Group. Don spent his legal career advising high growth technology companies, public companies, venture capital firms and investment banks. He has advised clients on more than 60 public offerings, 75 acquisition transactions and several hundred venture financings.
Joshua Maley
Co-Founder & CEO of Theorem LTSJosh is an entrepreneur, attorney and venture partner who has invested in and advised various cutting edge technology companies. Prior to Theorem, Josh worked in institutional finance and co-founded a private office angel fund focused on early-staged investments. He earned his JD from The Wake Forest University School of Law and is a current member of the New York Bar. Outside of work, he enjoys playing semi-professional soccer, and traveling with his wife and daughter.
Thomas Martin
Investor at HG CapitalThomas Martin is an investor with Hg, a $30B funds under management private equity investor focused on B2B software. Thomas is responsible for investments in the broader legal & regulatory sector where his investments include Litera, a global vendor for productivity and business management software for law firms. Hg acquired a majority in Litera in May’19 and has since made +10 add-on acquisitions including Foundation Software Group, Doxly, Levit & James, Workshare, DocsCorp, Bestpractix, Objective Manager, and Clocktimizer.
Thomas is based in London but spent most of his career in New York where he helped open Hg’s US office in early 2019. He is a native German.
Scott Mozarsky
Managing Director of JEGI CLARITYAs a Managing Director in our New York office, Scott brings 25 years of M&A, capital markets and operating experience working with global organizations in the business information, technology, news distribution and B2B media industries. Scott has added experience across the Legal, Compliance, Public Relations, Investor Relations and Technology verticals.
Prior to joining JEGI CLARITY, Scott led Bloomberg’s legal market business, was global co-head of M&A for UBM and had added responsibilities at PR Newswire and Vannin Capital, one of the world’s largest legal finance organizations.
Scott earned his BA degree from Williams College, and his JD degree from Fordham University School of Law. He is a member of the Board of Directors of Pro Bono Net, a not for profit organization focused on using technology and innovation to close the Access to Justice gap, and a certified FINRA representative.
Vanessa Otero
Founder & CEO of Ad Fontes MediaVanessa is the creator of the Media Bias Chart®, the viral image that prompted many lively discussions around the internet about where people get their news She the CEO of Ad Fontes Media, the company she founded in 2018 to fulfill the need revealed by the popularity of the Chart—the need for an easy-to-understand, reliable news rating system. Vanessa is a native of San Diego, California and currently resides in Westminster, CO. She has a B.A. in English from UCLA, a J.D. from the University of Denver Sturm College of Law and is licensed patent attorney. As the founder of Ad Fontes Media, she seeks to impact the way consumers, educators, and organizations deal with today’s complex media landscape.
Mandi Ross
CEO / Managing Member of Insight Optix LLCMandi Ross is the co-founder and Managing Member of Insight Optix, a legal technology company. She is also the founder and CEO of Prism Litigation Technology, an eDiscovery advisory firm. During her 32-year career, she served as both a strategic advisor and a court-appointed expert for some of the largest, most complex lawsuits and investigations. Mandi is also a nationally recognized speaker on eDiscovery-related topics, providing varying levels of continuing legal education.
As a serial entrepreneur she has participated in several startups in the litigation management industry dating back to the late 80’s. Her passion around leveraging skilled professionals and innovative technologies that drive efficiency and maximize cost savings has always been a key part of her business model.
This experience led to the creation of Evidence Optix®, a newly patented SaaS-based technology solution that addresses a gap in the legal technology landscape. Not only has Mandi led the go-to-market strategy for this cost-saving discovery scoping and proportionality workflow, she has also spearheaded initiatives that advance industry-wide acceptance for this groundbreaking methodology.
Jacqueline Schafer
Founder & CEO of ClearbriefJacqueline Schafer is the founder and CEO of Clearbrief, a legal tech startup using AI to transform the process of writing and analyzing litigation documents. She began her career as a litigation associate at the New York law firm of Paul, Weiss, Rifkind, Wharton, & Garrison, and spent much of her career as an Assistant Attorney General in the Washington and Alaska Attorney General’s Offices, where she specialized in appellate practice and complex litigation. Before joining the startup world, Jacqueline also served as Senior Director, Program Counsel for the national nonprofit Casey Family Programs, where she negotiated agreements with state courts across the country and managed impact litigation. Jacqueline was recognized by VentureBeat as one of four semi-finalists for the 2020 Women in AI Rising Star award for founding Clearbrief, as well as for her Dec 2020 law review article describing how AI and natural language processing (NLP) will transform courts and government social services. In addition to her regular pro bono appellate advocacy for several nonprofits in the Northwest, she serves as a founding board member of the Washington State CASA Association, and a board member of the Seattle Repertory Jazz Orchestra. She also serves as an advisor to two AI organizations focused on social impact AI innovation, the Microsoft-backed startup X4Impact and Think of Us. She earned her B.A. in English and French from the University of Pennsylvania and her J.D. from Boston University School of Law.
Jake Seaton
Founder & CEO of ColumnJake Seaton is the Founder & CEO of Column originally from Manhattan, Kansas, where the Seaton family has owned and operated 10 local newspapers for the past five generations. Jake holds a degree in Computer Science and Journalism from Harvard College, having dropped out temporarily to launch and scale the public affairs software company Quorum before returning to Harvard in 2017 to incubate and eventually launch Column.
Mike Suchsland
Venture Partner at Bridge InvestmentsMike is a seasoned board member, advisor, angel investor, and venture partner. Expert in strategy, M&A, marketing, and culture/leadership development. A natural collaborator who helps build alignment and consensus.
Background encompasses B2B SaaS, deployed software, services, digital media, and education. Deep global GM experience and roles on both public and private company boards. Completed or advised on over 50 M&A transactions and divestitures ranging up to $1B in value. Developed and/or managed businesses in Asia, Europe, and Latin America.
An active investor and mentor, focusing on legal, GRC, and social benefit enterprises with a workflow component. Selected investments include: CoInspect, Edovo, GuardLlama, Haku, Hotshot Legal, Infiniteach, Lawgix, Paladin, Regroup Therapy.
Previously a GM with operational history of driving value through strategic insight coupled with tight execution and positive organizational change management. Reputation for bridging plans into action that successfully translates into progressive, sustainable financial and market results. A natural collaborator who helps build alignment and consensus.
Mike lives with his family in the Chicago area, enjoys metagrobology (and explaining what that is over a cocktail) and travel.
Roland Vogl
Executive Director and Lecturer in Law of Stanford University Law SchoolDr. Roland Vogl is a lawyer, scholar and media entrepreneur who, after nearly fifteen years of professional and academic experience, has developed a strong expertise in intellectual property and media law, innovation, and legal informatics. Currently, he is Executive Director of the Stanford Program in Law, Science and Technology (LST) and a Lecturer in Law at Stanford Law School. He focuses his efforts on legal informatics work carried out in the Center for Legal Informatics (CodeX), which he co-founded and leads as Executive Director. Also, he researches international technology law through the Transatlantic Technology Law Forum (TTLF), a think-tank dedicated to transatlantic tech law and policy issues. Dr. Vogl initiated and spearheaded the development of the Stanford Intellectual Property Exchange, a Stanford research initiative focused on solving content licensing inefficiencies in higher education. The initiative was spun off from Stanford in Fall of 2012 as a privately held company, SIPX Inc., which was acquired by ProQuest LLC in 2015. Dr. Vogl is a co-founder of SIPX Inc. and served on its Board of Directors. Dr. Vogl is also a Visiting Professor at the University of Vienna, Austria where he teaches about United States intellectual property law; and a Senior Fellow (by courtesy) at the Berkeley Informatics Lab. In addition, Dr. Vogl serves as a member of the Editorial Advisory Board of Law Technology News, a publication of ALM (American Lawyer Media) and of the Legaltech West Coast Advisory Board. He is also a member of the Strategic Advisory Boards of AdviseHub, Inc, IPNexus, Inc., LegalForce, Inc., and.LiTIQ, Inc.
Previously, he co-founded and served as CFOO of Vator.tv, a next-generation business social media company, leveraging community-generated content to create data services and news. His experience also includes working as the first teaching fellow of Stanford Law School’s international LLM degree program in Law, Science and Technology, as an IP associate at Fenwick & West LLP, as a press associate at the European Parliament and as a law clerk at the European Commission’s Directorate General for Audiovisual Media, Information and Communication.
Vogl holds both a Dr.iur. (JSD) and a Mag.iur. (JD) from Leopold-Franzens University of Innsbruck, Austria as well as a JSM from Stanford Law School.
David Wang
Chief Innovation Officer at Wilson Sonsini Goodrich & RosatiDavid Wang is the firm's Corporate Strategic Innovation Counsel. As Corporate Strategic Innovation Counsel, David coordinates, develops, and helps to lead the firm's innovation efforts for the corporate practice group. David also practices corporate and securities law as a full-time practitioner, working with private and public companies on general corporate and transactional matters, including offerings, mergers and acquisitions, and venture capital financings.
Prior to joining the firm, David was an associate at Davis Polk & Wardwell in Beijing, China.
Horace Wu
Founder & Managing director of SyntheiaHorace Wu is the founder and managing director of Syntheia, a knowledge platform for lawyers.
Originally from Sydney, Horace spent over a decade practicing as a banking and finance lawyer and an M&A lawyer for top tier law firms in Australia and in the US. Horace has also worked as an in-house legal counsel for listed Australian companies, primarily supporting those companies in global expansion projects, including expansions in the US and in Africa. Prior to Syntheia, Horace founded a consumer-facing app that provided users with personalized recommendations for events and entertainment by learning their individual preferences. Horace relocated to New York in 2019 and has been growing Syntheia’s profile across the globe, advising on and creating tailored solutions for law firms that leverage legal data. Horace also serves as a non-executive director on the board of the Australian Legal Technology Association.
Having practiced as a lawyer for many years, Horace has a special interest in creating and building products that make it easy to access, analyze and understand legal data.
Ben Zelikovitz
Co-Founder of GetQuorumBen Zelikovitz is a co-founder of GetQuorum. After engaging in a proxy fight, Ben was elected to the Board of his condominium where he gained operational experience as a director. It was during this time on the board that he and his partners learned about the challenges associated with proxies and annual general meetings, GetQuorum was founded shortly thereafter. Prior to GetQuorum, Ben led a north american enterprise SaaS sales engineering team. Ben lives in Toronto with his wife, son and inlaws. He is a washed up hockey player, weight lifter and lover of Drake, the Toronto Raptors, Maple Leafs, Blue Jays and Liverpool FC.