NOAH 2012 San Francisco Overview
Transcription
NOAH 2012 San Francisco Overview
Conference Overview June 26, 2012 at the Brought to you by Table of Contents Agenda Point Pages Represented Companies 3 Conference Logistics Getting There & Registration 4 Floor Plan, Wi-Fi & Bizzabo Networking App 5 Conference Program Part 1 – Morning Program 6 Part 1 – Afternoon Program 7 Presenting European Companies Advertising and E-Commerce 8 E-Commerce Enablers, Mobile, Lead Generation and Travel 9 Travel (Cont’d), Gaming, Venture Capital, Finance and Social 10 Classifieds and Apps 11 Investor Contact Page 12 Speaker Profiles Advertising 13, 14, 15 E-Commerce 16, 17 E-Commerce Enablers 17 Mobile 18 Lead Generation 18, 19 Travel 19, 20, 21 Gaming 21 Venture Capital 21 Finance 22 Social 22 22, 23 Classifieds 23, 24, 25 Apps About NOAH Advisors NOAH Advisors Overview 26 The NOAH Conference London 27 2 Attending Companies Internet & Corporate Financial Investors 3 Conference Logistics Getting to the Four Seasons Hotel San Francisco 757 Market Street San Francisco, California 94103 Tel.: +1 (415) 633-3000 www.fourseasons.com/sanfrancisco Registration Procedure Registration will open at 7:30am on the 26th - The conference starts at 8:00, please be on time - Breakfast will be served from 7:30 to 8:00 Please bring your Amiando ticket (pictured on the right) - Barcode scan required to enter - Pdf-ticket was included in the Amiando confirmation email received after registration At the entrance you can pick up your conference badge Badges are categorised by colour: Internet Internet companies Your Name Investors Corporates Financial investors Media companies Service providers Bankers 4 Press Newspapers, Magazines Online, blogs TV Conference Logistics Conference Floor Plan Wi-Fi Access Network: FourSeasons_Conference Access Code: 1292 The Bizzabo Networking App Bizzabo QR Code Bizzabo is a fantastic tool to make connections at and take a more active part in the event. Bizzabo will allow you to: 1. Plan - Find out who's attending so you can pinpoint potential connections 2. Socialize - Communicate with other attendees and add them on social networks 3. Stay up-to-date - Browse the agenda, speakers, follow event tweets and more Start now http://www.bizzabo.com/download or use QR code on the right Once downloaded, simply search for NOAH and join the community NOAH Private Community Code: NOAHSF12 5 Draft Conference Program – Part 1 Morning Program Start - End Registration & Breakfast 07:30 - 08:15 Company Home Market Employees Speakers Position NOAH Advisors Marco Rodzynek Founder & CEO Consort Partners Kathy Johnson Founder & CEO Registration & Breakfast Welcome Note 08:15 - 08:20 Advertising 08:22 - 08:32 Criteo 08:32 - 08:39 Adtelligence 08:39 - 08:46 Click Tale 08:46 - 08:53 Clickdistrict 08:53 - 09:00 Madvertise 09:00 - 09:07 mythings 09:07 - 09:14 Populis 09:14 - 09:21 Proximic 09:21 - 09:28 Rankabove 09:28 - 09:35 SponsorPay 09:35 - 09:42 Upstream 09:42 - 09:49 Zanox 09:49 - 10:00 Q&A Session France 400 Tom Burg Head of US Marketing Germany 25 Michael Altendorf Founder & CEO Israel 80 Tal Schwartz Founder & CEO Netherlands 60 Marco Kloots Founders & CEOs Germany 50 Stefan Benndorf Founder & CFO Israel 100 Chad Porter Director of Ad Ops UK 150 Luca Ascani Founder & CEO USA 20 Rodney Mayers CRO Israel 30 Mayer Reich Co-Founder & CEO Germany 110 Andreas Bodczek Co-Founder & CEO UK 300 Ethan Stock GM North America Germany 650 Philipp Justus CEO E-Commerce 10:00 - 10:10 Wonderbox France 350 James Blouzard Founder & CEO 10:10 - 10:17 Cleverbridge Germany 185 Christian Blume Founder & CEO 10:17 - 10:24 Lieferheld Germany 80 Fabian Siegel CEO 10:24 - 10:31 SanaExpert Germany Daniel Hasagic Founder & CEO 10:31 - 10:38 Showroomprive Thierry Petit Founder & CEO 10:38 - 10:45 Q&A Session Pieter Van der Does Founder & CEO France 250 Netherlands 85 E-Commerce Enablers 10:45 - 10:55 Adyen 10:55 - 11:02 Euroweb Germany 640 Daniel Fratzscher, Christoph Preuß Founder & CEO 11:02 - 11:09 Ogone Belgium 290 Marcus Mosen CCO 11:09 - 11:17 Q&A Session Marco Rodzynek Founder Internet in Europe 11:18 - 11:28 NOAH Advisors Mobile / Mobile Apps 11:28 - 11:35 Kimia Solutions Spain 40 Karel de Beule Founder & CMO 11:35 - 11:42 Skobbler Germany 30 Philipp Kandal Founder 11:42 - 11:49 Smaato Germany 70 Ragnar Kruse Founder & CEO 11:49 - 11:57 Q&A Session Lead Generation 11:58 - 12:08 Pokerstrategy Gibraltar 200 Dominik Kofert Founder & CEO 12:08 - 12:15 Kampyle Israel 20 Ariel Finkelstein Founder & CEO 12:15 - 12:22 Red Sky Poland 100 Arkadiusz Seńko Founder & CEO 12:22 - 12:30 Q&A Session Lunch 12:30 - 13:30 Lunch 6 Draft Conference Program – Part 2 Afternoon and Evening Program Start - End Company Home Market Employees Speakers Position 13:30 - 13:40 Trivago 13:40 - 13:50 Cheapflights Germany UK 120 Malte Siewert Co-Founder & CFO 113 Hugo Burge 13:50 - 13:57 Budgetplaces.com Founder & CEO Spain 90 John Erceg Founder & CEO 13:57 - 14:04 - 14:04 14:11 Excursiopedia.com Germany 20 Yulian Patzelt Founder & CMO iTravel Germany 20 Axel Schmiegelow 14:11 - Founder & CEO 14:18 Oktogo Russia 50 Marina Kolesnik Co-Founder & CEO 14:18 14:25 - 14:25 Reviewpro Spain 20 RJ Friedlander Founder & CEO - 14:32 Traveltipz Russia 6 Tetyana Hrekh Co-Founder & CEO 14:32 - 14:39 Webres Ireland 130 Feargal Mooney CEO 14:39 - 14:49 Q&A Session Germany 800 Heiko Hubertz Founder & CEO Russia 300 Darya Trushkina VP Dr. Klaus Hommels Founder & CEO Travel Online Gaming 14:50 - 15:00 Bigpoint 15:00 - 15:07 Game Insight 15:07 - 15:14 Q&A Session Venture Capital 15:14 - 15:24 Lakestar Switzerland 300 15:24 - 15:31 HackFwd Germany 10 Lars Hinrichs Founder & CEO 15:31 - 15:37 Q&A Session 15:38 - 15:45 BullionVault 15:45 - 15:52 Zulutrade 15:52 - 15:58 Q&A Session 15:58 - 16:08 Xing 16:08 - 16:15 Reevoo 16:15 - 16:22 Nasza Klasa 16:22 - 16:28 Q&A Session 16:28 - 16:40 Scout24 16:40 - 16:47 Easyroommate 16:47 - 16:54 Experteer 16:54 - 17:01 17:01 - 17:08 17:08 - 17:17 Q&A Session 17:18 - 17:28 17:28 - 17:35 - 17:42 Finance UK 20 Paul Tustain Founder & CEO Greece 60 Leon Yohai CEO Germany 362 Dr. Stefan Gross-Selbeck CEO UK 30 Richard Anson Founder & CEO Poland 180 Dominik Czarnota CEO Germany 1,100 Dr. Martin Enderle CEO UK 35 Jean Yannick Pons, Karim Goudiaby CEO, COO Germany 120 Dr. Christian Göttsch Founder & CEO Trovit Spain 56 Inaki Ecenarro Founder & CEO Work4labs France 40 Stéphane Le Viet Founder & CEO Wix Israel 200 Dror Shaked VP Business Development 17:35 CoBook Latvia 5 Kaspars Dancis Co-Founder & CEO 17:42 Huddle UK 75 Andy McLoughlin Co-Founder - 17:49 Impossible Software Germany 10 Claus Zimmermann CTO 17:49 - 17:56 Jimdo Germany 60 Fridtjof Detzner, Matthias Henze Co-Founders 17:56 - 18:03 LoopUp UK 40 Steve Flavell Co-CEO 18:03 - 18:10 SohoOS Israel 15 Ron Daniel Founder & CEO 18:10 - 18:17 Widdit Israel 20 Noam Fine Founder & CEO 18:17 - 18:24 Wrapp Sweden 20 Andreas Ehn Founder & CTO 18:24 - 18:33 Q&A Session Social Classifieds Apps Networking Event 18:33 - 19:00 19:00 Break & Refreshments Drinks & Dinner Party 7 Presenting European Companies Advertising and E-Commerce Company Countries Overview Investors Advertising • Worldwide • World-leading re-targeting solution - pay per click (PPC) search expansion • Criteo's personalised banners acquire 6x higher CTRs than competitors • 96% client retention • • • • • Germany, Worldwide • Leading social commerce solution provider for shop & landing page optimization using social network profile data • Increases conversion rates more than 100% leveraging social data for tailored user experience • Social Targeting technology for personalized advertising based on social data • Solutions for high-end facebook ad booking & ad optimization, facebook connect personalization & social audience analytics • Angel investors • Israel, Worldwide • Industry leader in CEA, providing insights into customers’ online behaviour • Tracks every mouse move, click and scroll, creating playable videos of customers entire browsing sessions as well as powerful visual heat maps and behavioural report • Over 70k customers • YL Ventures criteo.com adtelligence.de clicktale.com clickdistrict.com • Netherlands, • Ad network specialized in selling ads for premium publishers Europe • Trusted partner of big publishers across Europe • Angel investors • Germany, Worldwide • Mobile ad marketplace, with a range of targeting option including by demographic, content topics, defined handset models, operating systems, time, geographic location, and frequency capping • State of the art technology, constantly enhancing its offering with new features • Team Europe / Point Nine Capital • Earlybird • Blumberg Capital • Worldwide • Iris Capital, T-Venture, • Global leader in conversion-driven, personalized display advertising solutions Accel Partners, • Personalizes over two billion banner impressions a month and operates in 15 markets Carmel Ventures, GP • Award-winning technology generates a 150% uplift compared to the retargeting industry Bullhound, Dotcorp standard AM • UK, Selected countries • European leader in production of multi-lingual content on demand • Data driven, scientific approach to online content production • Network of 500+ web properties, 35m unique monthly users • Truffle Capital • Genius • Worldwide • Provides web services for Page Contextualization, Audience Targeting and Brand Protection to advertising networks, agencies / DSPs, and publishers • Precision-matches complex and unstructured online content to the most effective advertisement targeting • Wellington Partners • Holtzbrinck • Worldwide • Leader in SEO field with proprietary technology, innovation and creativity • Automated platform for SEO, based on algorithmic intelligence, ROI optimization and predictive capabilities • Angel investors • Worldwide • Leading provider of cross-platform in-game advertising • Enables monetisation of premium content, virtual currency and worlds, mobile apps, online games & services – reaches over 120m customers across more than 100 countries • • • • • Worldwide • Global leader in mobile marketing solutions, reaching 500m+ customers in 40+ countries • TLcom Capital • Increase sales conversion rates by as much as 300% and revenue boosts of up to 10% Partners • Germany, Europe • Leading performance-based advertising network in Europe • ~4k advertisers make use of zanox’ global publisher network madvertise.com mythings.com populis.com proximic.com rankabove.com sponsorpay.com upstreamsystems.com zanox.com IDInvest Partners Elaia Partners Bessemer VP Index Ventures Team Europe Hasso Plattner Ventures Nokia Growth Partners Kite Ventures • Axel Springer E-Commerce wonderbox.com • France, Europe • Engages in online distribution of gift boxes • 15k+ products • UK, Europe • Helps digital product companies implement, manage, and optimize their e-commerce • Angel investors initiatives around the world • Provides customized, multi-channel e-business solutions. 10m orders processed in 2010 • Germany, Australia, Russia, Switzerland • Lieferheld.de (Delivery Hero) is a fast-growing food delivery service that allows easy online food ordering combined with online payment • Customer’s food choice is delivered to their home/workplace through just a few clicks cleverbridge.com lieferheld.de Showroomprive.com • France, Spain, • Leading pan-European private sales company with presence in France, UK, Spain and UK, Italy Italy Source: Company information, equity research, press articles, NOAH Advisors. 8 • Angel investors • • • • Team Europe Point Nine Capital Kite Ventures ru-Net Holdings • Accel Partners Presenting European Companies E-Commerce Enablers, Mobile, Lead Generation and Travel Company Countries Overview Investors E-Commerce Enablers • Worldwide • Payment Service Provider offering outsourced payment and fraud control services • Helping merchants maximise conversion during the online payment process • Portfolio of over 75 relevant payment methods • Index Ventures • Angel investors • Germany, Austria, Switzerland • Develops websites for SMBs in the German-speaking countries (20k websites to date) • Services web design, video production areas (image video), online marketing, mobile web, social media and search engine optimization. About • Angel investors • Belgium, Worldwide • Leading European Payment Service Provider with international reach • Over 80 international and local online payment methods • PCI-DSS compliant SSL-platform • Summit Partners adyen.com euroweb.com ogone.com Mobile • Worldwide kimiasol.com • Germany, Europe skobbler.com • Germany, • Worldwide smaato.com • World leading monetisation specialist for the mobile Internet • • Operates the mobile business for global and local online media brands and also invests in in-house services via global traffic acquisition • Skobbler uses the OpenStreetMap to create smart apps and advanced map technology • • Also providing app consultancy and development services • 1.3m customers on Apple iOS and Google Android • Provides Ads for Apps – operates the leading mobile advertising optimization platform • • called SOMA • More than 50,000 app developers and premium publishers have signed up with Smaato to monetize their content in 230+ countries Debaeque Private (MBO from Navigon) Aeris Capital EDB Investments Lead Generation • Worldwide • Leading online poker school and poker education community with 5.5m+ members • Offering a comprehensive poker education to players in 18 different languages, thousands of educational videos and articles • Israel, worldwide • Pioneer in feedback analytics and customer feedback systems, helps businesses to excel • Angel investors in online lead generation, optimize lead capture landing pages • 45k customers to date • Worldwide • Red Sky Group is a provider and operator of portals which are visited daily by millions of • Xevin Investments internet users • Operates Filestube, PNOP, Webctor, CarOcean, WoWin, Fogs, Alternative.to pokerstrategy.com kampyle.com red-sky.pl • Angel investors Travel • Germany, Europe • Trivago is a hotel price comparison site • Compares prices from more than 100 booking partners and about 500k hotels • 10k hotel bookings per day • Insight Venture Partners • Angel investors • UK, Worldwide • Pioneered the concept of online flight price search and comparison • Global traffic reaches more than 14 million unique users • Consistently profitable since launch • Angel investors • Spain, Worldwide • Secure online hotels booking of over 700 city destinations • More than 7,000 establishments worldwide directly contracted to its service • Processes more than €80m bookings per annum • Palamon Capital Partners • Worldwide • Offers travelers a one-stop shop to plan, research and book trip activities online • Is the booking.com of the tours /activities sector, enabling providers to list their offerings • Germany • Tour operator for individual s seeking exclusive and unique travel around the globe • Allows users to plan trips themselves to mix and match their individual holiday plans • Russia, Worldwide • VTB Capital • The market leader in the booming Russian online travel market • Has over 2,500 hotels in Russia and the CIS and 140,000 hotels worldwide in its database • Mangrove Capital trivago.com cheapflights.com budgetplaces.com excursiopedia.com itravel.de • Ventech Capital • ABRT oktogo.ru Source: Company information, equity research, press articles, NOAH Advisors. • dw capital 9 Presenting European Companies Travel (Cont’d), Gaming, Venture Capital, Finance and Social Company Countries Overview Investors Travel (Cont’d) reviewpro.com • Spain, Europe • Web-based, analytical tool that allows hotels to efficiently aggregate, organize and manage their online reputation • Gathers 100m+ reviews in 14 languages from over 80 of the most relevant OTAs • Angel investors • Russia, Worldwide • Russia’s biggest social travel site with over 650k reviews • Leverages social data to make users’ travel planning easier – over 65% of reviews are written by “social” users • Angel Investors • Ireland, Worldwide • Provides technology, distribution and marketing solutions to accommodation and other travel suppliers worldwide through a network of owned sites and affiliate partners • Over 50,000 accommodation providers and 2,500 global affiliate partners • Hellman and Friedman traveltipz.ru webresint.com Gaming • Germany, Worldwide • #1 online gaming portal in Germany and among the top 3 gaming portals worldwide • Develops and operates browser games using a Freemium model with micro-payments • Over 185m registered users in over 150 countries, 250k daily registrations • Russia, Worldwide • A developer and publisher of mobile games and social games - has created numerous top-grossing free-to-play games for Facebook, iOS and Android • Portfolio includes 24 successful titles with 14 development studios under one brand bigpoint.net game-insight.com • Summit Partners • TA Associates Venture Capital • Zurich, Worldwide • Institutional fund that invests in consumer Internet companies, with a specific focus on business models that can achieve global scale quickly • Previous investments: Facebook, Spotify, and Skype, 25+ early stage companies • Angel investors • Germany, Europe • Startup investor led by the European technology entrepreneur Lars Hinrichs • The Board includes other proven technology and investment entrepreneurs • Angel investors lakestar.com hackfwd.com Finance • Worldwide • Gives private investors around the world access to the professional bullion markets • P2P platform for buying and selling physical gold & silver bullion, securely, at low cost • 20k+ active customers, from 97 countries, holding ~$1.2 billion in stored bullions • Augmentum Capital • World Gold Council • Greece, Worldwide • Online Forex trading platform • Offering an open environment, where traders can globally connect to any trading platform and share their knowledge • Angel investors bullionvault.com zulutrade.com Social • Germany, Worldwide • Listed • Professional networking platform with 11m+ members worldwide • Professionals can meet up, find jobs, colleagues, new assignments, cooperation partners, experts and generate business ideas • UK, Europe • Europe’s leading provider of social commerce solutions deployed by more than 140 major brands • Average sales uplifts of 18% • Eden Ventures • Poland • Largest Polish social networking service with over 27m registered users (0.6m paying) • 13.5m monthly unique users, 6.2m daily unique users • Angel investors xing.com reevoo.com nk.pl Source: Company information, equity research, press articles, NOAH Advisors. 10 Presenting European Companies Classifieds and Apps Company Countries Overview Investors Classifieds • Germany, Europe • #1 classifieds group in Germany with strong pan-European presence in 18 markets across • Deutsche Telekom 7 verticals (cars, real estate, jobs, electronics, finance, dating and travel) • Decentralised organisation with separate management teams for each vertical • UK, Worldwide • World’s largest roommate-matching service available in 31 countries and 12 languages • Also owns the website Vivastreet.com, the second largest classifieds website in Europe • Angel investors • Germany, Europe • Executive online career-service for senior professionals worldwide • Focus on high-paying job segment • Angel investors scout24.com easyroommate.com experteer.com • Spain, Europe • Leading search engine for classified ads in Europe and LatAm (Real Estate, Jobs, Cars) • 35m monthly users, 150m+ monthly page views • Founders • Cabiedes • Caixa Capital • France, US, Worldwide • Angel investors trovit.com • Facebook recruiting solution offering job posts to Facebook pages, Facebook Ads, advanced referral features and embedded social broadcasting • 10k+ clients, ~1m jobs posted, 100k+ applications submitted in just over one year work4labs.com Apps • Israel, Worldwide • Online platform that allows users to create Flash websites, Apple-compatible mobile sites and customized Facebook pages with professional templates and simple tools • 17m+ websites created, 13m+ unique customers • • • • • • Latvia, Worldwide • Cobook presents a beautiful and powerful way of bringing together your contacts from the main social networks and combining them with your local contact data • Available now for free in the Mac App Store with additional paid features coming soon • HackFwd • UK, Worldwide • Leader in cloud collaboration and content management for the enterprise • Used by 90k+ organisations worldwide, including Disney, AKQA, HTC and Kia Motors • Eden Ventures • Matrix Partners • Germany, Global • Provides cloud-based services to deliver personalized and targeted video advertising formats, as well as web-based video customization and editing tools • dynamic and creative video experiences for PCs, smartphones, tablets and TVs • Cinco Capital • Corporate Finance Partners • Germany, Europe, US • Website creation with blog, photo galleries, video, online store, ryc. • Freemium model - JimdoPro and JimdoBusiness (more storage, newsletters, etc.) • Over 4m websites in 11 different languages created • Angel investors • UK, Worldwide • Removes the mess from conference calls (not knowing who's on/speaking) and makes web sharing easy and accessible from within the call – for BlackBerry, iPhone, Android • Adara • Israel, Worldwide • Free, all-inclusive business enabler - contacts, invoices, inventory, payments and more • 720k business clients • Mangrove • Morgenthaler • Israel, Worldwide • Widdit is a platform for creating engaging and dynamic applications, add-ons and toolbars • Sweden, Worldwide • App to celebrate friends and family with free gift cards • Choice from a variety of brands from different segments • Integration with Facebook and other social networks wix.com cobookapp.com Insight Venture DAG Ventures Benchmark Capital Bessemer VP Mangrove CP huddle.com impossiblesoftware.com jimdo.com loopup.com sohoos.com widdit.com wrapp.com Source: Company information, equity research, press articles, NOAH Advisors. 11 • Greylock Partners • Atomico Investor Contact Page Venture Capital ($5-25m) Fund Attendees Growth Capital ($25-300m) Fund Key Contact Attendees Key Contact Premium Partners - Event Sponsors MHS Capital 1 Vas Natarajan 4 Giuseppe Zocco Dominique Vidal Nate Mitchell Tony Zappalá 3 Marek Rusiecki Gwidon Humeniuk Radosław Czyrko ([email protected]) ([email protected]) ([email protected]) 2 Byron Deeter Sunil Nagaraj ([email protected]) ([email protected]) 2 Fadi Bishara Julia K Szopa ([email protected]) ([email protected]) 2 Robert Goldberg John Sell 2 Oliver Hanisch Felix Israel 2 Klaus Hommels Manu Gupta 2 Janice Roberts Raj Kapoor ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) Ashu Agrawal Jason Werlin 11 C.J. Fitzgerald Greg Goldfarb Harrison Miller Scott Collins ([email protected]) ([email protected]) ([email protected]) ([email protected]) 6 David Yuan John Rosenberg Daniel O'Keefe ([email protected]) ([email protected]) ([email protected]) 4 Malvina Goldfeld Mike Katz Luke Sikora ([email protected]) ([email protected]) ([email protected]) 3 Michael Kumin Peter Garran Sarah Pinto ([email protected]) ([email protected]) ([email protected]) Bradley Twohig Harley Miller Nikhil Basu Trivedi Rory Crawford T.R. Newcomb Nino Marakovic Gaurav Tewari Benjamin Spero Victor Parker Conor Mullett Jon Seeber Hagi Schwartz Jay Cohan ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) 3 ([email protected]) ([email protected]) 2 ([email protected]) ([email protected]) 2 2 Mark Sugarman Vijay Nagappan ([email protected]) ([email protected]) 2 2 Oren Dobronsky Oren Zeev ([email protected]) ([email protected]) 2 2 Alireza Masour Charles Steinberg ([email protected]) ([email protected]) 2 2 Daria Saharova Martin Schwager ([email protected]) ([email protected]) 2 Gil Ben-Artzy Shuly Galili ([email protected]) ([email protected]) 1 Martin Tantow ([email protected]) 1 Tripp Jones 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 ([email protected]) 1 Michael Janssen 1 Dharmash Mistry ([email protected]) 1 Jeff Tannenbaum ([email protected]) 1 Saar Gur 1 Sumeet Jain 1 Fredrik Cassel 1 Eden Shochat ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) 1 Lars Hinrichs 1 Rob Kniaz Kovensky & Associates 1 Steven Kovensky LeVenture Capital 1 Cem Dalgic 1 Justin Caldbeck 1 Scott Hartley 1 Govind Rajan ([email protected]) 1 Richard Titus ([email protected]) 1 Rob Meadows 1 Umair Kayani 1 Peter Niederhauser 1 Christopher Kirby ([email protected]) 1 Frederik Fleck 1 Tom Chiu 1 Robert Trice 1 Stephanie Palmeri 1 Jevgeni Peltola 1 Bernhard Gold 1 1 Mauro Pretolani New India Angels 4 Chris Kriz ([email protected]) ([email protected]) ([email protected]) ([email protected]) Adam Levin ([email protected]) Santiago Subotovsky ([email protected]) Somesh Dash ([email protected]) Martin Gedalin ([email protected]) Rishi Taparia ([email protected]) Deven Soni ([email protected]) Fabio Massimo Giuseppetti Allen Beasley ([email protected]) ([email protected]) Richard Yen ([email protected]) Chris Olsen ([email protected]) Rob Coneybeer ([email protected]) Jason Santiago ([email protected]) Sean Engel ([email protected]) Stephen Fischer Vishnu Menon ([email protected]) ([email protected]) Ettore Leale ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) Private Equity ($300m-$1bn+) Premium Partner - Event Sponsor 2 Tarim Wasim Zita Saurel 3 Hollie Moore Haynes Lee Wittlinger Stephen Evans 3 David Trujillo Keith Nilsson Derek Zanutto ([email protected]) 2 Marcelo Gigliani Seth Brody ([email protected]) 1 Nicolas Massard ([email protected]) 1 Robin Murray ([email protected]) 1 Steven Marder ([email protected]) 1 Erik Baker ([email protected]) 1 Herald Chen ([email protected]) 1 Albert J. Dobron ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) ([email protected]) Speaker Profiles Welcome Notes & Advertising Marco Rodzynek (CEO, NOAH Advisors) Kathy Johnson (CEO, Consort Partners) John Kelly (VP Sales, Criteo) Michael Altendorf (CEO, Adtelligence) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 13 Speaker Profiles Advertising (Cont’d) Tal Schwartz (CEO, ClickTale) Marco Kloots (CEO, ClickDistrict) Stefan Benndorf (CFO, Madvertise) Chad Porter (Director of Ad Ops, Mythings) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 14 Speaker Profiles Advertising (Cont’d) Luca Ascani (CEO, Populis) Rodney Mayers (CRO, Proximic) Mayer Reich (CEO, Rankabove) Andreas Bodczek (CEO, SponsorPay) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 15 Speaker Profiles Advertising (Cont’d) & E-Commerce Alex Vratskides (CEO, Upstream) Philipp Justus (CEO, Zanox) James Blouzard (CEO, Wonderbox) Christian Blume (CEO, Cleverbridge) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 16 Speaker Profiles E-Commerce & E-Commerce Enablers Thierry Petit (CEO, Showroomprive) Pieter Van der Does (CEO, Adyen) Daniel Fratzscher (CEO, Euroweb) Marcus Mosen (CCO, Ogone) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 17 Speaker Profiles Mobile / Mobile Apps & Lead Generation Karel de Beule (CMO, Kimia Solutions) Philipp Kandal (CTO, Skobbler) Ragnar Kruse (CEO, Smaato) Dominik Kofert (CEO, Pokerstrategy) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 18 Speaker Profiles Lead Generation (Cont’d) & Travel Ariel Finkelstein (CEO, Kampyle) Arkadiusz Seńko (CEO, Red Sky) Malte Siewert (CFO, Trivago) Hugo Burge (CEO, Cheapflights) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 19 Speaker Profiles Travel John Erceg (CEO, Budgetplaces.com) Yulian Patzelt (CMO, Excursiopedia.com) Marina Kolesnik (CEO, Oktogo) RJ Friedlander (CEO, Reviewpro) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 20 Speaker Profiles Travel (Cont’d), Venture Capital & Finance Tetyana Hrekh (CEO, Traveltipz) Feargal Mooney (CEO, Webres) Lars Hinrichs (CEO, HackFwd) Paul Tustain (CEO, BullionVault) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 21 Speaker Profiles Social & Classifieds Richard Anson (CEO, Reevoo) Dominik Czarnota (CEO, Nasza Klasa) Dr. Martin Enderle (CEO, Scout 24) Jean Yannick Pons (CEO, Easyroommate) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 22 Speaker Profiles Classifieds (Cont’d) & Apps Inaki Ecenarro (CEO, Trovit) Stéphane Le Viet (CEO, Work4labs) Kaspars Dancis (CEO, CoBook) Andy McLoughlin (CEO, Huddle) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 23 Speaker Profiles Apps (Cont’d) Claus Zimmermann (CTO, Impossible Software) Matthias Henze (CEO, Jimdo) Steve Flavell (CEO, LoopUp) Ron Daniel (CEO, SohoOS) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 24 Speaker Profiles Apps (Cont’d) Andreas Ehn (CTO, Wrapp) Note: All speaker profiles available online at http://www.noah-conference.com/2012/san-francisco/program. 25 NOAH Advisors Overview Introduction to NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique Unique Industry Know-How Core Investment Banking Competence 100% focused on Internet companies, covering over 25 sub- verticals in this highly complex industry - 15+ years active coverage of leading European Internet companies and investors Deep understanding of industry dynamics and thinking of industry leaders Ability to add value beyond banking advice - Facilitates overall process and minimizes management distraction experience - Routine execution of M&A and financing transactions with sizes of several billion euros The team has been working together closely for 7 years (including 6 years at Lehman Brothers) 8 successfully completed NOAH Advisors transactions underline successful transfer of competencies to the Internet sector Unmatched Network and Relationships NOAH Advisors is globally very well connected and has direct access to virtually all key players in the industry - Knowledge of and strong relationships with potential buyers’ key decision makers - Coverage of over 500 companies and 4,000 individuals - Proactively finds and unlocks attractive investment opportunities for leading investors (e.g. Bigpoint) Annual NOAH Conference The NOAH team has 25+ years of media investment banking Full Commitment - We Are Entrepreneurs! The NOAH team are entrepreneurs and focused on growing the business and establishing a reputation for excellence Full commitment to deliver top quality results in short time frames Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results The NOAH Advisors Core Team Marco Rodzynek Yoram Wijngaarde Jan Brandes Managing Director and Founder Director Director Contact Details [email protected] UK Mobile: +44 77 85 330 330 Swiss Mobile: + 41 79958 1512 Contact Details [email protected] UK Mobile: +44 79 17 084 784 Contact Details [email protected] German Mobile: +49 174 2010 984 The NOAH Advisors Core Team July to December 2011 Identifying European Acquisition Targets for Advisor to Reach Local December 2011 November 2011 August 2011 Fund raising for Sale of a majority stake in Fund raising for from various investors including Angel Investors to Quants Financial Services AG Exclusive Financial Advisor to grupfoni and its Shareholders to from various investors Advisor to Work4 Labs April 2011 April 2011 Sale of a majority stake in have acquired a majority stake in March 2011 Call option agreement for an investment in to Advisor to RankAbove July 2011 Sale of a majority stake in Advisor to EnGrande December 2009 April 2009 Partial sale of $80m partial sale of to to for $350m from by an undisclosed party Exclusive Advisor to Summit Partners and TA Associates Advisor to Yatego Advisor to EnGrande 26 Valuing Softonic at €175m Advisor to Softonic Advisor to Fotolia The NOAH Conference London London’s leading Internet conference, focused on senior Internet and media executives as well as investors active in the segment Introduction to the NOAH Conference London The NOAH Conference is an annual Internet event taking place once a year in London, focused on top management from Internet start-ups to global media companies as well as senior investment professionals NOAH’s goal is to create a marketplace for the European Internet eco-system to discuss key trends, generate business and facilitate investment transactions Over the past 3 years numerous high-profile speakers presented at NOAH, including over 100 CEOs The NOAH Conference was founded in 2009 by Marco Rodzynek and is organised by the NOAH Advisors team with sponsorship from some of the world’s leading financial investors Overview of the NOAH Conference 2011 Conference Program Summary Overview NOAH ‘11 took place on 9-10 November 2011 at Old Billingsgate in London Fantastic line-up of 90 speakers from 20 countries in keynotes, presentations and panels over 2 full days 1,150 attendees from 35 countries – 57% from Internet companies, 26% from investors, 15% from corporates (media companies, advisors, PR and recruiting) and 2% press representatives from leading on- and offline publications NOAH party with additional guests from London and a great live band on the evening of the first day Extremely positive feedback from attendees, on twitter and in the press Selected Conference Impressions Event Sponsors Event Sponsors NOAH ‘12 on 6-7 November – Save the Date The conference will again take place at Old Billingsgate in London Registration open For updates and more information, please check: www.noah-conference.com 27