NEXTGEN CONFERENCE - CVENT
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NextGen Conference WEDNESDAY JUNE 22ND 2022 | ROSEWOOD HOTEL, 252 HIGH HOLBORN, LONDON WC1V 7EN
NextGen Conference
WEDNESDAY JUNE 22ND 2022 | ROSEWOOD HOTEL, 252 HIGH HOLBORN, LONDON WC1V 7EN
Time Agenda
08:00-08:05 Opening Remarks
Enrique Pérez-Hernández, Head of Global Technology Investment Banking,
Morgan Stanley
08:05-08:45 The Great Re-Calibration; Public vs Private valuations
Sam Ward, Equity Capital Markets, Capital International
James Wise, Partner, Balderton
Peter Singlehurst, Head of Private Companies, Baillie Gifford
Moderator: Enrique Pérez-Hernández, Head of Global Technology
Investment Banking, Morgan Stanley
08:55-09:35 Dealing with Data Disruption
Alessandro Mazzocchetti, CFO, Odoo
Mike Tuchen, CEO, Onfido
Moderator: Alastair Nolan, EU Tech Research, Morgan Stanley
09:45-10:25 Future of Food tech: Delivering Faster and Smarter
Turancan Salur, Co-General Manager Europe, Getir
Zhong Xu, Co-Founder & CEO, Deliverect
Sami Bejjani, CFO, Kitopi
Moderator: Navina Rajan, European Internet Research, Morgan Stanley
10:25-10:50 Refreshment break
10:50-11:30 Going Public; Considerations
Matthias Tillmann, CFO, trivago
Dr. Martin Beer, CFO, Mytheresa
Asaf Homossany, Senior Managing Director, EMEA, Nasdaq
Shaun McCabe, Executive Director and Chief Financial Officer, Trainline
Henrik Gobel, Managing Director, Head of EMEA
Global Capital Markets, Morgan Stanley
Moderator: Thomas Thurner, Managing Director,
Equity Capital Markets, EMEA, Morgan Stanley
11:40-12:20 Smart Cities & The Future of Mobility
Jochen Engert, Flixbus Founder, Flixbus
Alex Kendall, Co-Founder & CEO, Wayve
Moderator: Ed Stanley, Head of Thematics Research, Morgan Stanley
12:20-13:20 Lunch Break
Agenda times are subject to change. Continues on next page.
2
NextGen Conference
WEDNESDAY JUNE 22ND 2022 | ROSEWOOD HOTEL, 252 HIGH HOLBORN, LONDON WC1V 7EN
Time Agenda
13:20-14:00 Work 3.0
Paolo Savini Nicci, CFO, JobandTalent
Felix Ohswald, Co-Founder & CEO, GoStudent
Moderator: Luke Holbrook, EU Internet Research, Morgan Stanley
14:10-14:50 The Exponential View; How accelerating Technology is leaving us behind
Azeem Azhar, Author
Moderator: Ed Stanley, Head of Thematics Research, Morgan Stanley
14:50-15:15 Refreshment break
15:15-15:55 Towards A Fully Immersive Future
Mat Zagaynov, Head of Product, Varjo
Christopher Olds, CFO, Ultraleap
Moderator: Matthew Cost, US Internet Research, Morgan Stanley
16:05-16:45 Data Infrastructure
Matthew Scullion, Founder, Matillion
Enrique Lizaso Olmos, CEO, Multiverse Computing
Moderator: Sanjit Singh, US Software Research, Morgan Stanley
16:45 Drinks Reception – Scarfes Bar, Rosewood Hotel
Agenda times are subject to change.
3
Enrique Pérez-Hernández
Head of Global Technology Investment Banking, Morgan Stanley
Enrique is currently Head of Global Technology Investment Banking,
based in London, with a 26 year career at Morgan Stanley. Prior to
assuming his current role Enrique was Head of EMEA Technology
Investment Banking for over 11 years. During such time he built out
a very successful Technology Banking business in Europe scaling the
team to over 40 professionals and expanding coverage to over 200
Technology clients across all major Technology verticals including
Internet, software, semiconductors, IT services, communications
equipment, Fintech, Healthtech and Autotech.
Prior to that he spent the first 14 years at Morgan Stanley working
from the London and Madrid offices as a generalist across industries.
During his career Enrique has personally led hundreds of transactions
across equity (IPO, convertible bond, rights issue, private placement),
M&A (sellside, buyside, merger, restructuring), debt (loan and bond
financing, acquisition finance) and risk management.
4
Sam Ward
Equity Capital Markets, Capital International
Sam is Head of European Equity Capital Markets at Capital Group.
His team works with investment analysts to source and access primary
new issuance across European markets, as well as being responsible for
a range of other capital market events across private and public markets.
Sam is actively involved in many industry working groups. Prior to joining
Capital in 2014, Sam worked at Barclays Corporate Bank, as well as in
equities at UBS. Sam graduated from Aston Business School with a BSc
in Management and Strategy, and is CFA Charterholder and member of
CFA Society UK.
Capital International
Capital Group, home of the American Funds, has been singularly
focused on delivering superior results for long-term investors using
high-conviction portfolios, rigorous research and individual accountability
since 1931. As of December 31, 2021, Capital Group manages more than
$2.7 trillion in equity and fixed income assets for millions of individual
and institutional investors around the world.
5
James Wise
Partner, Balderton
James joined Balderton in 2013. Since then, he has led Balderton's
investments in a number of sectors and geographies, with a specific focus
on sustainability, productivity and healthtech. He sits as a board member
and observer for multiple portfolio companies including Sophia Genetics
(Nasdaq-listed $SOPH), Depop (acquired by Etsy), Tibber and GoCardless,
and has been involved in the sale of companies to Amazon, Epic Games
and Elastic.
Prior to joining Balderton, James helped to launch and run one of the
UK's first social venture funds, providing support and capital to social
enterprises. He has worked with entrepreneurs and businesses in Europe
and Africa and as a consultant with McKinsey & Company.
As well as the professional experiences above, James is a charity trustee
at the Manchester Graphene Institute, Demos and Dot.Everyone and
served in 2011 as a Specialist Adviser to Parliament.
Balderton
Balderton Capital is a leading venture firm focused on backing the best
European-founded technology companies. In the two decades since its
founding, Balderton has worked with hundreds of extraordinary founders
and raised $4.5bn across ten funds to support businesses at both early
and growth stage.
Previous investments include Depop (Etsy), Digital Surgery (Medtronic),
Frontier Car Group (OLX Group), Flywire (NASDAQ: FLYW), Nutmeg
(JPMorgan Chase), Peakon (Workday), Recorded Future (Insight Partners),
Sunrise (Microsoft), Talend (NASDAQ: TLND) and Yoox Net-a-Porter
(BIT: YNAP).
Balderton’s current portfolio includes: Aircall, Beauty Pie, Carwow,
Citymapper, Contentful, ComplyAdvantage, Darktrace (LSE: DARK),
Dream Games, GoCardless, Graphcore, Healx, Infarm, Kobalt Music,
Labster, Lendable, Prodigy Finance, Revolut, Sophia Genetics
(NASDAQ:SOPH), Tessian, THG (LSE: THG), VanMoof, Vestiaire
Collective and Zego.
6
Peter Singlehurst
Head of Private Companies, Baillie Gifford
Peter is the Head of Private Companies at Baillie Gifford. He has led
research on a wide range of private investments including Airbnb, Affirm,
Warby Parker, TransferWise, Epic Games, and Grammarly. Peter is the
lead manager of The Schiehallion Fund. He joined Baillie Gifford in 2010
and is a Partner in the firm.
Baillie Gifford
Baillie Gifford, based in Edinburgh, Scotland, is one of the UK’s oldest
independent fund management firms having been founded in 1908.
We are an independent partnership with no outside shareholders and
unlimited liability to our clients, for whom we invest US$365bn as at the
end of March 2022. Our investment philosophy is resolutely long term,
both in the private and public markets.
7
Alessandro Mazzocchetti
CFO, Odoo
Alessandro joined ODOO as Chief Financial officer and Head of HR
in 2015. He is a member of ODOO's executive committee and he has
participated since the beginning at the growth of the company.
A Belgian and Italian national Alessandro has a proven track record
and deep financial expertise that stems from more than 25 years
of experience.
Prior to joining ODOO Alessandro was running his own business in
consulting. Previously held several leadership roles at American
Express, Johnson Controls and Carmeuse mining in Belgium and US.
Alessandro began his career as Lawyer in M&A . He holds several
degrees from the University of Naples and from Solvay Business
School in Brussels.
Alessandro beyond being a financier he is a real entrepreneur with
a taste for challenges.
He lives in the countryside in Belgium with his wife and 3 dogs.
Odoo
Odoo is a provider of open source based business management software
tools including, for example, CRM, e-commerce, billing, accounting,
manufacturing, warehouse, project management, and inventory
management.
On the open-source front, Odoo provides a version of its services that
is “open source” containing about 80% of all of its features. It then offers
a paid, proprietary version of the product with the remaining 20%
of features.
The company has been growing revenues and customers at a rate of 50%
over the last 10 years (and 63% over the past 15 – it’s been around since
2005), and it now has 2,500 employees across 15 subsidiaries worldwide.
ARR is expected to be €180 million in 2022 and the company
is fully profitable from 2018.
8
Mike Tuchen
CEO, Onfido
Mike is a highly experienced executive with an established track record
of scaling technology and software businesses globally. He most recently
served as CEO of Talend, a leader in cloud data integration, which he took
public in 2016.
Prior to Talend he led Rapid7, a security software startup, and founded
a marketing analytics startup in between senior management roles at
Microsoft and Polycom. He holds degrees in Electrical Engineering from
Brown and Stanford and an MBA from Harvard Business School where he
was a Baker Scholar.
Onfido
Onfido makes digital identity simple. The company makes it easy for
people to access services by digitally verifying them using its Real Identity
Platform. The platform allows businesses to tailor verification methods
to individual user and market needs in a no-code, orchestration layer –
combining the right mix of document and biometric verifications, trusted
data sources, and passive fraud signals to meet their risk, friction and
regulatory requirements. Onfido Atlas™ AI powers the platform’s fully-
automated, end-to-end identity verification. Developed in-house for over
10 years, it’s how Onfido ensures its analysis is fair, fast and accurate.
Recognized as a global leader in AI for identity verification and
authentication, Onfido is backed by TPG Growth, Idinvest Partners, Crane
Venture Partners, Salesforce Ventures, M12 (Microsoft) and others. In
2021, Onfido was awarded ‘Artificial Intelligence and Machine Learning
Hot Company’ by CyberDefense Global Infosec Awards, ‘Fraud Prevention
Innovation of the Year’ at the CyberSecurity Breakthrough Awards,
and named to the CB Insights Fintech 250 for the fourth year running.
They partner with over 800 businesses globally to help millions access
services every week – from billion dollar institutions to hypergrowth
start-ups. Onfido supports checks in 195 countries, and 2,500+
document types.
9
Alastair Nolan
EU Tech Research, Morgan Stanley
Alastair Nolan is part of the European Software & IT Services team.
Alastair joined Morgan Stanley in 2013, spending his first two years
working on the Pan-European Equity sales desk in London before
transferring to Boston in 2015 where he worked on the international
equity sales desk until 2018. He graduated from University College
Dublin with a First Class Honors in Business and Law (BBL).
10Turancan Salur
Co-General Manager Europe, Getir
Born in Istanbul, Turancan grew up in Turkey before moving to the
US and graduating from the University of Chicago. After graduation,
Turancan returned to Turkey and began work as a Corporate Finance
Associate at KPMG before co-founding BiTaksi with Nazim Salur in 2013.
BiTaksi became Turkey’s leading taxi hailing app and connected app
users with taxis in as little as 3 minutes. Having gained experience in the
technology field, Turancan went on to become the Chief Strategy Officer
at the pioneering ultrafast grocery delivery company, Getir, which was the
first company to deliver groceries in 10 minutes.
Since launching in 2015 it achieved ‘decacorn’ status in just over 6 years
and now operates in all 81 cities. Getir delivers from a range of 2,000
grocery items to customers in minutes. In 2021 Turancan led Getir into its
first expansion outside Turkey and became its UK General Manager as the
tech business launched in London in January of the same year.
Following their successful market entry in London, Turancan has since
overseen Getir’s growth into around 20 cities and towns in the UK
including Birmingham, Manchester, Brighton, Cardiff, Liverpool and Bristol
and has now moved into a European role as Regional General Manager.
In his younger days, Turancan was a proud home brewer of various beers.
Those days are gone. Now, when not overseeing the largest ultrafast
online grocery delivery company, he is a busy father of two young
children with only occasional visits to the gym.
Getir
Getir is the ultrafast delivery pioneer. The tech company, based in
Istanbul, has revolutionized last-mile delivery with its 10-minute grocery
delivery proposition offering approximately 2,000 everyday items to its
customers in minutes. Getir is now operating in all 81 cities of Turkey and
has launched operations in the UK, the Netherlands, Germany, France,
Spain, Italy, Portugal and the United States in 2021.
Getir is, first and foremost, a technology company that operates in retail
and logistics. It was founded in 2015 by Nazim Salur (founder of BiTaksi,
Turkey’s leading taxi app), Serkan Borancili (founder of GittiGidiyor which
was acquired by eBay in 2011) and Tuncay Tutek (ex-PepsiCo and P&G
executive in Europe & the Middle East).
11Zhong Xu
Co-Founder & CEO, Deliverect
As the CEO and co-founder of Deliverect, Zhong is integrating third-
party food delivery platforms with restaurant POS systems, automating
delivery so it can be managed more efficiently. Zhong, who obtained
a M.Sc. degree in software engineering in 2009, created the first IPad
POS in EMEA in 2012, together with co-founder Jan Hollez. This SaaS
company evolved into the company that today is called Lightspeed,
which is available in more than 100 countries around the world.
Zhong was Global Director of Lightspeed Hospitality until 2018, when
he founded Deliverect, thereby continuing to revolutionize the
hospitality industry.
Deliverect
Deliverect is a SaaS company that simplifies online food delivery
management. It seamlessly integrates online orders from food delivery
channels (Uber Eats, Doordash, Just Eat Takeaway.com, etc.), allowing
25,000 establishments to improve operational service and increase
customer satisfaction. Operating in over 40 markets around the world,
Deliverect is trusted by restaurants and FMCGs companies such as Taco
Bell, Burger King, and Unilever, as well as small and midsize restaurants
and dark kitchens around the world. To find out more information,
visit www.deliverect.com.
12Sami Bejjani
CFO, Kitopi
Sami Bejjani is the Chief Financial Officer of Kitopi, the world’s leading
tech-powered, multi-brand restaurant. Founded in Dubai, UAE, in January
2018, Kitopi’s mission is to satisfy the world’s appetite. With 4000+
employees and 200+ locations across the UAE, KSA, Kuwait,
Bahrain and Qatar, Kitopi operates a portfolio of invested and franchised
brands, helping them grow and scale – both in the delivery and dine-in
space. In addition to its markets of operations, Kitopi operates its global
customer experience center in Dubai, UAE, its engineering hub in Krakow,
Poland, and its robotics hub in Odense, Denmark.
Prior to joining Kitopi, Sami was a partner at McKinsey, leading their
Capital Projects practice across industries in the Middle East region
and co-leading the procurement practice in the region.
An engineer by training, Sami holds a BE from the American University
of Beirut, an MS from the University of Southern California, and an MBA
from INSEAD.
Kitopi
Founded in Dubai, UAE, in January 2018, Kitopi is the world’s leading
tech-powered, multi-brand restaurant. With a mission to satisfy the
world’s appetite, Kitopi operates a portfolio of both invested and
franchised F&B brands, serving as enablers in the food market by helping
brands to grow and scale - both in the delivery and dine-in space.With
over 4,000 employees, Kitopi currently operates 200+ multi-brand
locations across the UAE, KSA, Kuwait, Bahrain and Qatar, and runs its
engineering hub in Krakow, Poland and its global customer experience
center in Dubai, UAE.
13Navina Rajan
Equity Analyst, European Internet Research, Morgan Stanley
Navina Rajan covers the European Internet space at Morgan Stanley.
She joined Equity Research in 2018 where she initially spent three
years covering European and UK Chemicals. Navina graduated from the
University of Warwick with a first-class BSc Economics degree.
14Matthias Tillmann
CFO, trivago
Matthias Tillmann serves as Chief Financial Officer of trivago and was
appointed as a managing director of the company in 2020. Mr. Tillmann
joined trivago in 2016 as a senior member of the finance team, holding
various titles including SVP Head of Corporate Finance and Head of
Strategy and Investor Relations. Prior to joining trivago, he was a senior
investment banker at Deutsche Bank. Mr. Tillmann holds a diploma in
mathematics and economics from University of Muenster (WWU).
trivago
trivago (NASDAQ: TRVG) is a leading global accommodation search
platform focused on reshaping the way travelers search for and compare
hotels and alternative accommodations. Incorporated in 2005 in
Düsseldorf, Germany, the platform allows travelers to make informed
decisions by personalizing their hotel search and providing them access
to a deep supply of hotel information and prices. trivago enables its
advertisers to grow their businesses by providing access to a broad
audience of travelers via its websites and apps.
15Dr. Martin Beer
CFO, Mytheresa
Martin Beer has served as Chief Financial Officer and as a member
of our Management Board since September 2020. Before joining
Mytheresa in 2019, Martin Beer spent 14 years in CFO and COO roles
in fast growth digital focused and B2C and B2B e-commerce companies,
namely RUBIX, SYNLAB, Weltbild and DBH. Prior to this, he worked
at McKinsey & Company for five years, where he was part of the
European Consumer Goods Leadership Team. He holds a Masters
degree in Finance and Entrepreneurial Leadership and a PHD from
the European Business School.
Mytheresa
Mytheresa is one of the leading global luxury fashion e-commerce
platforms shipping to over 130 countries. Founded as a boutique in
1987, Mytheresa launched online in 2006 and offers ready-to-wear,
shoes, bags and accessories for womenswear, menswear and kidswear.
The highly curated edit of over 200 brands focuses on true luxury
brands such as Bottega Veneta, Burberry, Dolce&Gabbana, Gucci, Loewe,
Loro Piana, Moncler, Prada, Saint Laurent, Valentino, and many more.
Mytheresa’s unique digital experience is based on a sharp focus on
high-end luxury shoppers, exclusive product and content offerings,
leading technology and analytical platforms as well as high quality
service operations.
The NYSE listed company reported €612.1 million net sales
(+36.2% vs. FY20) in its first fiscal year as a public company
(https://investors.mytheresa.com).
16Asaf Homossany
Senior Managing Director, EMEA, Nasdaq
Asaf Homossany is a Senior Managing Director EMEA, at Nasdaq
(Nasdaq: NDAQ), the world’s largest exchange. In this role,
Mr. Homossany is responsible for leading business development efforts,
sales and account management for the region.
He brings over 16 years of experience within the exchange field, to bear
on his work in guiding companies and their stakeholdres on the process
of listing on the U.S. and the transition from private to public. His focus
on working with growth companies and entrepreneurs to maximize
the financing and visibility opportunities that can be provided by public
capital markets also allows for very close engagement with regulators,
VCs, PEs and investment firms in EMEA to educate them on the liquidity
options Nasdaq can provide.
Prior to joining Nasdaq, Mr Homossany headed the European business
development team with Shopping.com (Nasdaq: SHOP). Prior to joining
Shopping.Com, Mr. Homossany headed the Human Capital Consulting
practice at E&Y Israel. Mr. Homossany is a trained lawyer who specialized
in US capital markets and corporate law.
Mr. Homossany holds an MBA from London Business School and an LLB
from Tel Aviv University. He currently resides in London, UK.
Nasdaq
Nasdaq (Nasdaq: NDAQ) is a global technology company serving the
capital markets and other industries. Our diverse offering of data,
analytics, software and services enables clients to optimize and execute
their business vision with confidence. To learn more about the company,
technology solutions and career opportunities, visit us on LinkedIn, on
Twitter @Nasdaq, or at www.nasdaq.com
17Shaun McCabe
Executive Director and Chief Financial Officer, Trainline
Shaun joined the Group and became Chief Financial Officer in September
2016. Prior to this, Shaun held the position of International Director
for ASOS, and previously as Chief Financial Officer for Amazon Europe.
Shaun is a Chartered Accountant (ICAEW) and holds a bachelor’s degree
in Finance and Economics from the University of Essex.
Other appointments
Non-executive Director for AO, an online retailer operation in the UK and
Germany, and Non-executive Director and Chair of the Audit Committee
of boohoo, an online fashion retailer with operations worldwide.
Trainline
Trainline (www.trainline.com) is the leading independent rail and coach
travel platform selling rail and coach tickets to millions of travellers
worldwide, enabling them to seamlessly search, book and manage their
journeys all in one place via its highly rated website and mobile app.
Trainline is a one‐stop shop for rail and coach travel bringing together
millions of routes, fares and journey times from rail and coach carriers
across Europe.
18Thomas Thurner
Managing Director, Equity Capital Markets, EMEA, Morgan Stanley
Thomas has been focusing on German, Swiss and Austrian equity
and equity-linked transactions over the last 17 years.
He has worked on 50+ IPOs across the region including the high
profile subsidiary listings of Vantage Towers, DWS, Uniper, Covestro
as well as the Rocket Internet portfolio IPOs of Delivery Hero, Zalando,
HellowFresh and Global Fashion Group.
Before joining Morgan Stanley in 2010, Thomas worked on Lehman
Brothers' German capital markets team.
Thomas holds a Master's degree in Finance & Accounting from the
University of Wiener Neustadt in Austria.
Selected Transactions: IPOs
• HomeToGo
• SUSE
• Vodafone/Vantage Towers
• Lakestar SPAC
• Polypeptide
• TeamViewer
• Global Fashion Group
• Knorr-Bremse
• Deutsche Bank/DWS
• Instone
• HelloFresh
• BAWAG
• Delivery Hero
• E. ON/Uniper
• Bayer/Covestro
• Zalando
• Rocket Internet
• Scout24
19Henrik Gobel
Managing Director, Head of EMEA Global Capital Markets, Morgan Stanley
Mr. Gobel is the Head of Global Capital Markets (GCM) for Europe,
the Middle East and Africa at Morgan Stanley. He has over 25 years of
experience in in Investment Banking having worked at Morgan Stanley
for over 20 years and before that at ABN Amro.
Mr. Gobel worked in Equity Sales & Trading before joining the Global
Capital Markets division (GCM) in 2004. Since then he has led the Equity
Syndicate desk and the Equity Capital Markets Group before becoming
Co-Head of GCM in 2013. Since 2017 Mr. Gobel has been sole head of
the group.
The Global Capital Markets division in EMEA encompasses all of the firms
issuance, financing and derivatives activities across Fixed Income Capital
Markets, Equity Capital Markets and Leveraged & Acquisition finance.
He is a member of the firm’s Operating Committee for EMEA and
a member of the Global Capital Markets Operating Committee.
Mr. Gobel is on the Board of Directors for Morgan Stanley Bank
Saudi Arabia.
Mr. Gobel graduated in 1995 from the London School of Economics
with an Honours degree in Economics.
20Jochen Engert
Flixbus Founder, Flixbus
Jochen is co-founder and, since April 2022, supervisory board director
of Flix, the world’s leading sustainable mobility company. Over the
Flix journey, he has been driving international expansion, corporate
development and the successful Flix M&A strategy. He has also led all
funding rounds to ensure a strong capital setup of the group.
Jochen is an active investor into the German and European startup
ecosystem and supports multiple tech entrepreneurs along their journey.
As a member of the Advisory Board of the Boston Consulting Group's
business@school initiative, Jochen recognizes the importance of sharing
his experience in building a company with young people. He believes
promoting entrepreneurial spirit, self-initiative and business knowledge
at an early age has great benefits to society and the economy.
Flix
Flix is a global mobility provider, offering EASY-TO-USE, convenient,
affordable and climate-friendly travel OPTIONS via FlixBus and FlixTrain
services to hundreds of millions of people.
Unique business model
The Flix team uses innovative solutions to create an offer that fits the
passengers’ needs the most and enables everyone’s connectivity to the
world. Established local partners, often SMEs ,take care of the daily
operations in line with the highest comfort and safety standards.
This unique business model quickly emerges from startup into a leading
European travel tech company further expanding globally.
Sustainable mobility
With bus and train under its umbrella,Flix provides a wide variety of
one of the most climate-friendly shared long-distance mobility options.
Passengers can even choose to compensate for their trip’s minimal
emission and donate to environmental organizations while booking the
rides. Additionally, the company often tests sustainable technologies.
Together with our climate conscious customers, we are driving
transformative change towards the future of sustainable mobility.
21Alex Kendall
Co-Founder & CEO, Wayve
Alex Kendall, Co-founder and CEO of Wayve, a London start-up
pioneering a next-generation autonomous driving system based on
machine learning. Widely recognized as a world expert in this field, Alex
was a research fellow at Cambridge University where he earned his Ph.D.
in Computer Vision and Robotics. His research has received numerous
awards for scientific impact, and he has been named on the Forbes 30
Under 30 innovators list. Alex's leadership and vision have led Wayve to
become one of the most exciting start-ups in the burgeoning autonomous
vehicle market.
Wayve
Wayve is on a mission to reimagine autonomous mobility through
embodied intelligence. We are the first to deploy autonomous vehicles
on public roads with end-to-end deep learning. We are pioneering the
AI software, lean hardware, and fleet learning platform for AV2.0: a
next-generation autonomous driving system that can quickly and safely
adapt to new driving domains anywhere in the world.
Founded in 2017, Wayve is made up of a global team of experts in
machine learning and robotics from top organisations around the world.
Wayve has raised over $258M and is backed by Eclipse Ventures, D1
Capital Partners, Baillie Gifford, Moore Strategic Ventures, Balderton
Capital, Virgin, Ocado Group, and prominent technology leaders such
as Sir Richard Branson, Rosemary Leith, and Yann LeCun. The team is
headquartered in London with their fleet of vehicles testing in cities
across the UK. Wayve aims to be the first to deploy autonomy in
100 cities. To learn more, visit www.wayve.ai.
22Ed Stanley
Head of Thematics Research, Morgan Stanley
Edward Stanley leads Thematic Research at Morgan Stanley. Before this
he ran the European Business Services sector at Morgan Stanley between
2018-2021. This followed 5 years covering Business Services at Redburn,
latterly running the team from 2017. Prior to this, Edward graduated
from Cass Business School with an MSc in Investment Management.
He graduated from UCL in 2012 and has passed all three levels of the
CFA program.
23Paolo Savini Nicci
CFO, JobandTalent
Paolo has started his career in investment banking at Morgan Stanley
and has then been a financial services investment professional for
AnaCap Financial Partners. For the last 10 years he has been a CFO
of private equity and venture capital businesses in Europe.
JobandTalent
Jobandtalent is the leading blue collar Job Platform. We are reshaping
temporary work, creating the conditions for people to truly thrive.
We harness the power of technology and data in a managed
marketplace that connects great people with a steady stream of work.
24Felix Ohswald
Co-Founder & CEO, GoStudent
Felix Ohswald is the Co-Founder and CEO of GoStudent, the
Vienna-headquartered digital learning platform providing tailored,
high quality video-based tuition to primary, secondary and
college-aged students. In November 2020, Felix was featured in the
Forbes “30 under 30” list.
First conceived in 2015, the company started out as a homework chat
service, managed via WhatsApp. Felix, aged 21 at the time, was completing
his Master’s degree in Quantitative Finance at ETH Zurich. His younger
brother, Moritz, was also studying, and began referring his classmates to
Felix for support with their maths homework. Given his expertise in the
subject, Felix quickly became the go-to expert for Moritz’s whole year
group, who would regularly text him when struggling or confused.
Felix was quickly surprised by the volume of messages he was receiving,
and was concerned by the fact that there appeared to be a distinct lack
of support for these students. He resolved to address this issue, keen to
inspire in them a passion for learning that matched his own and find a
solution to a fundamental and global problem: access to top teachers. It
was with this mission in mind that Felix reached out to his friend Gregor
Müller, GoStudent’s Co-Founder and COO, and proposed that together
they build a dedicated homework support app, where users could be
connected with motivated and inspiring tutors and would receive high-
quality support. GoStudent was subsequently founded in 2016, with the
app launching that summer.
Felix was able to draw on his wealth of academic experience when
developing the company. Prior to co-founding GoStudent, he studied at
a number of prestigious universities. At the age of 14, Felix embarked upon
a Mathematics degree at the University of Vienna. This was undertaken
whilst Felix continued with his wider school studies. Felix then went on to
complete a further degree in Mathematics at the University of Cambridge,
graduating in 2014.
From day one, Felix and Gregor’s goal has been to connect students with
their ideal teacher, allowing them to learn in a way that best suits them,
unlocking their true potential. What started as a homework chat evolved
into a 1:1 tutoring platform, where students could receive tailored support.
In taking tutoring online and pairing students with the best teacher for
them, regardless of geographical location, GoStudent is revolutionising
the international tutoring market, and aims to build the number 1
global school.
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25Founded in 2016, the EdTech scale-up is now active in 23 countries.
GoStudent has more than 2,000 employees and has opened 24
international offices. More than 1.5 million tutoring sessions are booked
each month. Currently, GoStudent works with 20,000 international
tutors. To date, GoStudent has raised more than +€590m. Investors
include Prosus and SoftBank Vision Fund 2.
GoStudent
GoStudent is Europe’s most valuable EdTech company and one of the
world-leading online tutoring providers. The company was founded
in Vienna in 2016 by Felix Ohswald (CEO) and Gregor Müller (COO).
Currently, GoStudent is operational in 23 markets. Via its platform,
GoStudent provides paid, one-to-one, video-based tuition in 30 +
subjects to primary, secondary and college-aged students, using
a membership model.
Lessons are booked via the GoStudent platform and accessed using
a computer or a mobile device. During each tutoring session, students
and tutors interact live in a virtual classroom. Integrated features, such
as a whiteboard and the option to share a screen and edit documents
together, are included. The cornerstone of this concept was laid in 2015
by Felix Ohswald and Gregor Müller when they established a WhatsApp-
based homework chat service for students.
GoStudent employs more than 2,000 people and has opened
24 international offices. More than 1.5 million tutoring units are booked
each month. Currently, GoStudent works with 20,000 self-employed
tutors. Various investors, such as Prosus and SoftBank Vision Fund
2, have already invested a total of +590 million euros in the rapidly
growing platform.
26Luke Holbrook
EU Internet Research, Morgan Stanley
Luke Holbrook joined our Internet team in June 2021, focusing on
emerging market Internet names. He previously spent 5 years working
at Stifel as a technology analyst. Before this, Luke qualified as a chartered
accountant with PwC. He has a BA in History from the University of York.
27Azeem Azhar
Author
A renowned thinker, Azeem Azhar is an investor, entrepreneur and
author working at the intersection of emerging technologies and their
impact on our economies and society. He is the founder of Exponential
View, a highly regarded platform comprised of a newsletter, podcast and
community focusing on the transformation of our economies over the
coming decades.
Azeem is the author of the book "The Exponential Age: How
Accelerating Technology is Transforming Business, Politics and Society."
Described by The Financial Times as “sweeping, engaged and nuanced,"
the book presents, in the words of The Economist, "a convincing case
that something extraordinary is taking place in business and society.”
His weekly newsletter and podcast reach an audience in excess of
200,000 executives, investors, policymakers and academics globally.
His approach to analysing and explaining key trends is uniquely
interdisciplinary, drawing on his professional track-record as a
technologist and training in economics and political science.
He is both an analyst of these trends and a practitioner, remaining an
active investor in early-stage technology companies. In the past two
decades, he has supported more than 30 companies in fields as diverse
as artificial intelligence, remote working, blockchain, climate change
and sustainability, and agricultural technologies.
In 2020 and 2021, he co-authored a major study on climate tech
start-ups and venture capital in association with PwC. Prior to founding
Exponential View, Azeem was the founder of the venture-backed start-up
PeerIndex, which was acquired by Cision in 2014.
He has also had stints running corporate innovation programmes at
large multinationals and on the board of the UK’s telecoms and media
regulator. He has been a senior advisor to a number of blue-chip firms
including McKinsey & Co, Accenture, and Hong Kong’s mass transit
authority MTR.
Azeem is one of the few people to have been involved in emerging
technology since the early 1990s as a founder, investor, corporate
executive and regulator. That experience offers him a unique 360-degree
perspective on what we can expect in the coming decades. For several
years, Azeem has been recognised as one of the Top Voices on LinkedIn,
where he has more than 400,000 followers.
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28He has been a recipient of the Crunchies, Europe’s top start-up award,
sat on the board of the AI Ethics research group, the Ada Lovelace
Foundation, and is a member of the World Economic Forum's Global
Futures Council on the Digital Economy.
He has spoken, inter alia, at Oxford University, Harvard Business School,
London Business School and University College London, and is regularly
quoted in the international media. He has a degree in Politics, Philosophy
and Economics from Oxford University.
29Mat Zagaynov
Head of Product, Varjo
Mat is a Head of Product at Varjo where he looks after Varjo’s cloud
software. He previously worked in various product roles at mostly
American tech companies, building out their products from Europe
(e.g. Facebook, Samsara). He lives in London and spent the first half
of his career at the BCG.
Varjo
Varjo is a Finnish manufacturer of virtual reality, augmented reality
and mixed reality headsets. The company was founded in 2016 by
former Nokia and Microsoft executives. Varjo specializes in developing
high-resolution devices that offer clarity comparable to the human eye.
Varjo has raised over $100 million in venture capital funding to date.
30Christopher Olds
CFO, Ultraleap
Chris joined Ultraleap as Chief Financial Officer in 2018. During his
previous eight years at IP Group (FTSE 250 venture capital firm), Chris
led the technology focussed corporate finance advisory team and was
responsible for UK portfolio investor targeting and relations. Chris is
a Chartered Accountant and holds an MBA from Oxford University.
Ultraleap
Ultraleap’s world-leading hand tracking and unrivalled mid-air haptic
technologies allow you to engage with the digital world naturally -
without touching surfaces. No touchscreens. No controllers.
No keypads. From enhancing 2D screens to developing fully immersive
3D experiences, Ultraleap powers natural, safe and effortless digital
interaction in the increasingly connected world.
Ultraleap employs more than 150 people across Europe, North America
and Asia. It has become the first to offer the full vertical stack of
software and hardware to enable spatial computing for the automotive,
out of home, industrial, XR, entertainment and medical sectors.
www.ultraleap.com
31Matthew Cost
US Internet Research, Morgan Stanley
Matthew Cost is an Executive Director covering the US Internet industry,
where he focuses on the intersection of advertising, commerce, and
gaming on next generation consumer platforms. After graduating from
Wesleyan University in 2014, Matthew worked in Morgan Stanley’s
Investment Banking division and joined the US Internet research
team in 2017.
32Matthew Scullion
Founder, Matillion
Matthew is founder and CEO of Matillion. He co-founded his first
startup at age 18. Before starting Matillion in 2011, Matthew worked in
commercial IT and software development for 15 years at a number of
British and European systems integrators. A native of Altrincham, near
Manchester, UK, Matthew now spends half his time in the United States –
primarily in Denver (Matillion’s U.S. headquarters) and in the Bay Area,
at the beating heart of the enterprise software industry.
Matthew is married and has two young daughters, with whom he enjoys
riding horses on any given Sunday.
Matillion
Matillion exists because we believe in a few fundamental truths: Every
business is a data business; given the volume and complexity of today’s
data, the only place you can process it efficiently (and cost-effectively)
is in the cloud; in the cloud, you must have three elements in order to
capture and compete with data: cloud data pipelines, cloud data storage,
and an easy-to-use data transformation platform.
Matillion provides the cloud-native data integration and transformation
platform that organizations need to turn their raw data into competitive
BI, data science, and operational analytics initiatives.
33Enrique Lizaso Olmos
CEO, Multiverse Computing
Mathematician. PhD. Professor at the University of Vic. Professor
of Finance, UAB. IT Specialist. Medical doctor. MBA from IESE
Business School. More than 20 years in the financial industry. Ex-CEO
of Unnim Bank. Quantitative analyst. Founder of startups in Blockchain
and International Health. President of the Quantum for Quants
commission (of the Quantum World Association). Mechatronics
Engineering Professor.
Multiverse Computing
Multiverse is a well funded deep-tech company. We are one of the
few world companies working with Quantum Computing. We provide
hyper-efficient software to companies wanting to gain an edge
with quantum computing and artificial intelligence. We work with
quantum hardware and quantum inspired methods to build machine
learning solutions which exceed the predictive power of the current
best solutions. We work on more than 10 verticals including finance,
manufacturing, energy, mobility and cybersecurity.
34Sanjit Singh
US Software Research, Morgan Stanley
Sanjit is an Executive Director covering small and midcap infrastructure
software and analytics stocks as part of Morgan Stanley’s U.S.
Software Research team. Key themes of Sanjit’ s research include: the
transformation of the IT department, the emergence of new technologies
and platforms to accelerate application development, the growing
influence of developers on business innovation, modern approaches to
analyzing new sources of data to inform real-time decision making and
the intensifying competitive dynamics between independent software
vendors and the major public cloud platforms.
He joined Morgan Stanley's Software research team in 2014. Prior to
Morgan Stanley, Sanjit was a research analyst at Wedbush Securities
covering the Communications Equipment and Network Security sectors.
Sanjit began his career as a consultant at Accenture in the Marketing
Sciences group. He holds an MSc. in Finance & Economics from the
London School of Economics.
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