4TH ANNUAL WHARTON DC INNOVATION SUMMIT

DESIGN & RUN YOUR INNOVATION PLAYBOOK

Register

About the Summit


To ADVANCE and SCORE with your idea, startup, early-stage, or growth-stage company, join us on the journey to improve your innovation ROI, brand value, talent engagement and bottom line. And as you SCORE, you may even change the game!

2017 Schedule


8:00am - 8:30am
Breakfast + Networking
Venue: Bethesda North Conference Center

8:30am - 8:40am
Opening Welcome
Venue: Bethesda North Conference Center

8:40am - 8:45am
Program Highlights
Venue: Bethesda North Conference Center

8:45am - 9:15am
Opening Keynote
Venue: Bethesda North Conference Center

9:15am - 9:30am
Break + Networking
Venue: Bethesda North Conference Center

9:30am - 10:45am
Track 1: Urban Innovation
Energy is society’s lifeblood; affecting how we live, work and play
Venue: Bethesda North Conference Center

The 100-year old US power grid hasn’t changed much, nor have regulations. Carbon-laden fuels like coal have climate implications and cause health-threatening pollution...so much so that Bill Gates is driving an effort to bring nuclear to China. Then there is the cost of energy… To kick off our discussion will be an overview of distributed, micro urban powerplants and how these can be used in both developed and developing markets.

  • Josh Yu, UrbanLabs
  • Joaquin Aviles-Lopez, i4sd
  • Elena Christopoulos, Santa Monica
  • Asim Hussain, Bloom Energy (Invited)

9:30am - 10:45am
Track 2: Healthcare Innovation
Bridging Gaps/Getting ROI in Healthcare Cybersecurity
Venue: Bethesda North Conference Center

Cybercrime is a $ 600 billion global problem, including $638 million ransomware losses, which increasingly surface in healthcare. Healthcare breaches in 2016 escalated by a factor of 125 over the number in 2015. We address the evolving list of key strategic DOs and DON’Ts (first) for internal threats. Then we discuss the planning needed for the much larger array of external threats (including ransomware). We address how to handle the minimum C-Level planning required, with a keen eye for the ROI.

  • Greg Cullison, CEO, Big Sky Associates
  • Mark Goldstein, Deputy CISO, Forcepoint
  • Doug Copley, Deputy CISO, Forcepoint

9:30am - 10:45am
Track 3: Technology Advances & Challenges
Drones and UAS: Uniquely Innovative Solutions for Today and Tomorrow
Venue: Bethesda North Conference Center

Drones are much more than fascinating flying machines. They are creators and managers of a whole range of new data and thus belong to the IoT, the Internet of Things. These experts will provide us with knowledge on how to use drones to bring new, better performing solutions to projects and to suggest new business and other activities. Our panel will provide perspectives on strategies to grow a UAS business, including penetrating global markets and showing how the emerging technologies offer new innovations and customer service possibilities. Whether providing advice on which technology to purchase, offering drones’ services in imagery, or focusing on UAS/drone facilitation of (remote) Sensing-as-a-Service (S2aaS) (an area where we are seeing some of the most investment and innovation), this expert panel will open a new vista in the world of drones and their business and economic potential.

  • David Bither, Managing Director, ForwardTrace, LLC
  • Joel Coulter, VP AUVSI DC Chapter
  • Jordan Engel, President, Engel Imagery

9:30am - 10:45am
Track 4: Funding Options, EdTech
Advances in Education Technology
Venue: Bethesda North Conference Center

A group of innovative and cutting-edge EdTech executives and investors in the formal and corporate education space take the stage to discuss the latest trends and thought leadership in education technology, and how this affects the future of learning, training, and employment. Topics to be covered include learning analytics, predictive analysis, personalized education, integration of technologies, and what this all means for educators and students alike.

  • Laurent Balagué, Co-Founder and CEO, for Metris
  • Bruce Carlson, CTO, Lumous, LLC
  • Drew Rosen, Senior Director, CISCO (invited)

9:30am - 10:45am
Track 5: Govt. Innovation IP, Social Impact
Collaborate to Innovate for Public Sector Solutions
Venue: Bethesda North Conference Center

There are many examples of technologies that are deemed “the next great thing.” While it’s good to show and tell the latest and greatest, a key enabler of innovation is very often overlooked and is often the reason why innovation does NOT happen.

This fireside chat will feature two great examples of how government leaders found success with limited budgets and mounting challenges. They harnessed the power of relationships and collaboration to achieve results that would otherwise not be feasible. Their achievements and lessons learned will benefit leaders in any organization.

Tony Holladay will discuss with you his challenges as the Acting Chief for U.S. Customs and Border Patrol in the Blaine Sector, Washington. Tony’s mantra is: it's not about partnerships - it's about relationships. Listen to how Tony built and fostered relationships with organizations he otherwise would not have to accomplish his mission at CBP's Blaine sector that has its own set of unique challenges in law enforcement.

Joyce Hunter will tell you about how she helped create a CIO Council because all the agencies were making their own agreements with the vendors, not talking to each other and wasting taxpayer dollars. Joyce and her team were able to get a cloud policy in place, go from having 34 data sets on Data.gov to 850, establish an IT Fellows program for up and coming managers/supervisors, get a number of enterprise agreements in place and get to 97% compliance on our cyber security efforts. A discussion on the benefits of collaboration, cooperation, and communication.

  • Joyce Hunter, CEO, Vulcan Enterprises LLC, former Deputy CIO, US Dept. of Agriculture
  • Tony Holladay Jr., Division Chief at U.S. Customs & Border Protection Service
  • Ali Qureshi, Managing Director, Surdak & Co (Moderator)

10:45am - 11:00am
Break + Networking
Venue: Bethesda North Conference Center

11:00am - 12:15pm
Track 1: Urban Innovation
Bikes to Driverless Cars, Cities on the Move
Venue: Bethesda North Conference Center

Ford's CEO Mark Fields sums it up from the private sector perspective: When you look at the traditional business of selling cars and trucks, around the world all the automakers combined it’s about a $2.3 trillion business...If you open that lens up to transportation services — mass transit, ride hailing, ride-sharing [and] those kinds of things — it’s like a $5.4 trillion business. We, as well as our competitors, get like zero of that [business] today. We will start our conversation by asking our experts about how their product/service fit within this $5.4 trillion space.

  • Patrick Halligan, Lyft
  • Holly Parker, Noa Technologies
  • Ario Keshani, Split
  • Beaudry Kock, Ford (Invited)
  • Andrei Greenawalt, Via
  • Rob McPherson, BAAS Bikes

11:00am - 12:15pm
Track 2: Healthcare Innovation
CASE STUDY: Building a Psychiatric Analytics Platform with Major Analytics Partners
Venue: Bethesda North Conference Center

Psychiatric approaches to care use a traditional “knowledge base,” but raising that knowledge base to 21st century standards of care offers challenges. In this CASE STUDY, the Tiatros Inc. team addresses the extensive transformation required, especially in partnering with major Fortune 100 companies and in developing a health information technology (HIT) platform to address the psychiatric dimension of chronic care (including PTSD).

  • Kimberlie Cerrone, JD, CEO and Founder of Tiatros, Inc.
  • Dr. Kim Norman, MD, Professor at University of California, San Francisco

11:00am - 12:15pm
Track 3: Technology Advances & Challenges
Blockchain - From Myth to Reality
Venue: Bethesda North Conference Center

Blockchain has been a dominant conversation topic in the tech world – often billed as the New Big Thing – the Internet of Trust. A significant force that will transform all industries is certainly getting top billing. We’ve heard this before, as tech pundits salivate about the potential. Well, if you want to hear about people who are making things happen in this space, come listen to this panel of speakers. They will describe actual use cases that demonstrate the value of this technology NOW and how they will propel the new, yet still nascent, programmable economy across all sectors. >Jamie Smith, Global Chief Communications Officer, The Bitfury Group Ltd.

  • Jeremy Epstein, CEO, Never Stop Marketing
  • Ed Bukstel, CEO, Likely Medicine
  • Ali Qureshi, Managing Director, Surdak & Co (Moderator)

11:00am - 12:15pm
Track 4: Funding Options, EdTech
Angel Investing Pitch Session
Venue: Bethesda North Conference Center

Panel discussion with some of the region's leading angels. Learn who they are, how to find them, what they are looking for, "do's and don'ts" when pitching and negotiating, structuring the deal, and how to leverage them. Panel will be followed by a "rocket pitch" session by some of the most innovative early stage companies in the region. Presenting companies will be announced on April 30.

  • S. Tien Wong (Moderator), Chairman, Tech2000 & Lore Systems
  • Gail Gilbert Ball, Founder & Managing Partner, Chestnut Street Ventures
  • Leslie Jump, Founder & CEO, Startup Angels
  • Joe Kessler, Managing Partner, Next-Stage Development Group
  • Kathryn Stewart, Managing Director, Cranbrook Capital (invited)

11:00am - 12:15pm
Track 5: Govt. Innovation IP, Social Impact
Government Innovation Models
Venue: Bethesda North Conference Center

Technology changes fast, while the federal government struggles—and usually fails—to update its procurement policies to match. It's not a new problem, and it continues to be an ever-present challenge. If the way feds procure IT – spending some $80 billion each year, 80 percent of it to maintain legacy technology and old investments – does not change, industry and government acquisition experts fear a decline in the development of new IT solutions and innovations that could otherwise improve government. the government is at a crossroads in dealing with how it purchases IT.

This panel of acquisition experts and thought leaders will share how they are instituting creative ways to bring new technologies (and companies) to enable the federal government’s mission and address the ways in which they are assisting both agencies and private sector companies with visibility and accessibility to tools and technologies that in the past could take years to procure.

If you want to get - or protect - your piece of the shrinking federal government pie, you need to be in this session.

  • Avi Bender, Director, Department of Commerce, National Technical Information Service
  • Al Muñoz, GSA Federal Acquisition Service, Natl. Capital Region, Special Projects
  • G. Nagesh Rao, SBA Chief Technologist and Geek-in-Residence
  • Bill Zielinski, Deputy Assistant Commissioner, Category Management, GSA, Federal Acquisition Service, Information Technology Category (ITC)

12:15pm - 12:30pm
Break + Networking
Venue: Bethesda North Conference Center

12:30pm - 1:30pm
Lunch + Keynote
Venue: Bethesda North Conference Center

1:30pm - 1:45pm
Break + Networking
Venue: Bethesda North Conference Center

1:45pm - 3:00pm
Track 1: Urban Innovation
Connected A Dynamic, Urban Nervous System
Venue: Bethesda North Conference Center

This panel will be a broad discussion on how to make money from different forms of connectivity. Following individual presentations, to get the conversation going, we will ask our experts on the relationship between transportation, energy and connectivity, specifically with respect to bike share and driverless cars. We will also go deep and ask our experts about the implication of broad connectivity on real estate values.

  • Tim Meyer, IBM
  • Starling Childs, Citiesense
  • Laetitia Gazel Anthoine, Connecthings
  • Scott Kolber, Roadify
  • David Gilford, Intersection (Invited)

1:45pm - 3:00pm
Track 2: Healthcare Innovation
What's Your Digital Playbook for Aligning Those Facing Change?
Venue: Bethesda North Conference Center

Mitochondrial issues exist at low level in most humans, and when they evolve – presenting as stomach issues or dysfunctions elsewhere -- they are maddeningly difficult to pinpoint and develop a treatment plan with which to address the medical distress. In this CASE STUDY, Dr. Marni Falk (Children’s Hospital of Philadelphia; Director, Mitochondrial Medicine Center) – offers a full overview of the challenges of precision medicine, then walks us thru her work and the community she’s building to raise awareness of this emerging arena.

  • Dr. Marni Falk, MD, Assoc. Professor (Human Genetics) Children’s Hospital of Philadelphia and UPenn’s Perelman School of Medicine; Director of the Mitochondrial Disease Center

1:45pm - 3:00pm
Track 3: Technology Advances & Challenges
Cybersecurity Challenges (CCE Rockville, Mach37, MSS)
Venue: Bethesda North Conference Center

Is there a price to pay for cyber security? Does an effective defense against cyber-attacks hinder an organization’s effectiveness and stifle innovation and efficiency? Most firms’ defenses today are comprised of a variety of proprietary products and services from multiple vendors that tend not to play very well with each other. A new cyber defense is deployed only when it becomes an agency or corporate priority to do so. This situation is guaranteed to leave IT teams in a reactive, defensive posture as their organizations battle over budget priorities instead of anticipating and planning for the future.

Attend this session to understand what Department of Homeland Security is doing to insure to help agencies stay ahead of the “bad guys” and see a demonstration of a tool that can calculate the potential financial risk for “doing nothing”.

  • Darryl Peek – Cyber Security Strategist, Director of Operations in the Department of Homeland Security

1:45pm - 3:00pm
Track 4: Funding Options, EdTech
Venture Capital Trends and Pitch Session
Venue: Bethesda North Conference Center

Panel discussion with leading venture capital investors regarding the latest trends in early-stage financing and the VC industry, including the Series A "gap," deal terms, hot investment ideas, accessing VC, and how best to source and negotiate with VCs in this market. Panel will be followed by a "rocket pitch" session by some of the most innovative early stage companies in the region. Presenting companies will be announced April 30.

  • S. Tien Wong, Chairman, Tech2000 & Lore Systems
  • Randy Domolky, Co-Founder and Managing Director, Private Access Network
  • Mark Levine, General Partner, Core Capital Partners
  • Lenard Marcus, Partner, Edison Partners
  • Julia Taxin,Vice President, Grotech Ventures

1:45pm - 3:00pm
Track 5: Govt. Innovation IP, Social Impact
Social Impact Investing
Venue: Bethesda North Conference Center

According to the Global impact Investing Network, impact investing has seen robust growth, with assets under management having an 18% compounded annual growth rate from 2013 -2015. In addition, Motif Investing reports that there are estimates that the market for impact investing could grow to an impressive $3 trillion in size! So, what’s causing the growing interest in social impact investing?

This panel will focus upon the motivations for SRI (Socially Responsible Investing) and innovations in charitable and philanthropic giving. In particular, it will discuss new research on financial returns and long-term impact in private equity, and the future state of the field, from capital innovations in new issue areas and geographies to the next generation of metrics and measurement.

  • William Cunningham, Creative Investment Research
  • Robert Camp, Fidelity Charitable

3:00pm - 3:15pm
Break + Networking
Venue: Bethesda North Conference Center

3:15pm - 4:30pm
Track 1: Urban Innovation
Bike Wars (New) Gateway to a $5.4 Trillion Industry?
Venue: Bethesda North Conference Center

Over the past six months, numerous, extremely well financed, Chinese companies have been flooding cities with a slim smart-bike. BlueGoGo was rumored to be deploying 20,000 bikes in the San Francisco market - which already has 700 conventional bike share bikes. These companies seem to be following classic disruptive theory where they enter the low end of the transportation market and overtime improve their product/service to garner the middle and ultimately typically more profitable high end of the $5.4 trillion transportation services market. We will ask our experts about the implications of this Chinese tsunami on bike share and biking in general (conventional and electric).

  • Philipp Meyer-Schmeling, CEO Noa Technologies
  • Sven Etzelsberger, CTO 626
  • Patrick Hoffman, Superpedestrian
  • Paul DeMaio, MetroBike
  • Derrick Ko, Spin
  • Ilya Movshovich, BlueGoGo
  • Tim Ericson, Zagster (Invited)
  • Davis Wang, Mobike (Invited)

3:15pm - 4:30pm
Track 2: Healthcare Innovation
Precision Medicine Now + Next
Venue: Bethesda North Conference Center

Innovation strategy is critical to every team working on digital transformation, and while many are hesitant to start the process, it’s actually a manageable one for pilot efforts and longer initiatives. One key Is to pay attention to the human dimension alongside the technology plan.This workshop offers hands-on exercises to launch your innovation-plan process. It guides you through the terrain and provides 1 “take-away” task you can evolve further at work -- while engaging with workshop colleagues (via feedback, ideas). In short, our 2-stage workshop launches at the Summit but translates into ongoing workplace initiatives.

  • Joyce Hunter, CEO, Vulcan Enterprises; Former Deputy CIO, Department of Agriculture
  • Ali Qureshi, Managing Director at Surdak & Company
  • Lee Dudka, Senior Advisor, SyTrue, Inc.

3:15pm - 4:30pm
Track 3: technology Advances & Challenges
Veterans' Entrepreneurial Journey
Venue: Bethesda North Conference Center

Discussion of challenges and opportunities faced by veterans in their Entrepreneurship journey. Panel consists of representatives from each stage form startup, growth, exit and post exit participation and investment. Topics will include the unique strengths and challenges of investing in a veteran led startup and working with a veteran team. Will also touch on how veteran management strengths could be extended to other companies.

  • Michael Beirne, Principal, Vetted Capital; Serial Entrepreneur and founder of Missionentrepreneur.org, USArmy (Moderator/Panelist)


Invited Panelists:
  • James McCartney, Principal Truvincio, USNavy and USAF
  • Rick Yost, Esq., CEO Sector 180, USArmy
  • Josh Karresch, Owner, TheGunDude
  • Will Amos, Founder, VeteransList, USMC
  • Nick Baucom, Two Marines Moving

3:15pm - 4:30pm
Track 4: Funding Options, EdTech
Crowdfunding Workshop
Venue: Bethesda North Conference Center

For companies that need funding (and which doesn't?), the JOBS Act and crowdfunding seem like the magic answer to many capital-raising problems. Are these new securities laws and SEC regulations right for your company? And if so, how can your company utilize these groundbreaking capital-raising regulations safely, legally, effectively and affordably?

In this workshop, you will learn the nuts and bolts about Regulation A+ that allows companies to raise up to $50 million in a "Mini-IPO" online, with anyone (not just rich and well-connected folks) being allowed to invest. You will get a look at the new "equity crowdfunding" law, Title III of the JOBS Act, that went into effect on May 16, 2016 and allows start-ups to raise up to $1 million online through a "funding portal" that sells stock in your private company to the general public. You will also hear about "accredited investor crowdfunding," where your company can use online methods and marketing to raise money from wealthy investors through Section 506(c) - Title II of the JOBS Act.

This practical workshop will be hosted by Kendall Almerico, who Forbes called "one of the top JOBS Act and crowdfunding attorneys in the country." Kendall is not your typical lawyer. He is also a successful entrepreneur who knows how to make these laws work to raise money for your company. Kendall operates the JOBS Act funding platform BankRoll and practices law with the DC-area law firm DimuroGinsberg. Kendall will not only discuss the legal and financial aspects, but also the all-important marketing component of these laws and rules that will make or break your company's online funding campaign.

  • Kendall Almerico, Esq., Dimuro Ginsberg Law Firm

3:15pm - 4:30pm
Track 5: Govt. Innovation IP, Social Impact
IP-Driven Innovation: Patent Protection for the Modern Entrepreneur
Venue: Bethesda North Conference Center

Have you ever had one of those light bulb moments? Creative inventions fuel today’s economy and have made inventors billions of dollars. Without legal protection, however, copycats are able to freeload off the creativity and hard work of others.

Patent attorneys Jonathan Schlaifer, Esq., and Alexandros Diamantis, Esq., of Northstar IPLaw will discuss how patents will let you exploit your ideas to leverage (and protect) your ingenuity to maximize your reward, whether to obtain investment funding, license an invention, or launch your own venture.

  • Alexandros R. Diamantis, Esq., Northstar IPLaw
  • Jonathan D. Schlaifer, Esq., Northstar IPLaw

4:30pm - 4:45pm
Break + Networking
Venue: Bethesda North Conference Center

4:45pm - 5:15pm
Closing Keynote
Venue: Bethesda North Conference Center

5:15pm - 5:30pm
Closing Highlights
Venue: Bethesda North Conference Center

5:45pm - 8:00pm
Innovation Celebration Reception
Venue: Bethesda North Conference Center

2017 Keynote Speakers


mark-ein

Ein, Mark

Exceptional Investor, Entrepreneur & Philanthropist

david-trone

Trone, David

WG'85, Co-Founder & Owner, Total Wine & More

mark-ein
Ein, Mark
Exceptional Investor, Entrepreneur & Philanthropist
Mark Ein, an exceptional investor, entrepreneur & philanthropist, has been involved in founding or early stages of five companies worth over $1 billion with more than a 40% IRR (internal rate of return). All Wharton alums and others interested in learning valuable lessons from him are invited to attend the Summit - AND ARRIVE EARLY to get the full impact of his powerful comments!
  • Mark D. Ein is an investor, entrepreneur and philanthropist, who has created, acquired, invested in and built a series of growth companies across a diverse set of industries over the course of his 20-year career.  During this time, Mr. Ein has been involved in the founding or early stages of five companies that have been worth over $1 billion and has led $650 million of private equity, venture capital and public company investments generating an internal rate of return of over 40%.
  • Currently, Mr. Ein is Chairman, CEO, Treasurer, Secretary and Director of Capitol Acquisition Corporation 2 (NASDAQ:CLAC), a publicly traded acquisition vehicle that raised $200 million in an initial public offering on May 15, 2013.  He is also the Co-Chairman and Principal Shareholder of Kastle Systems, LLC, the country’s leading provider of managed security systems for commercial office buildings.  In addition, he is the Vice-Chairman of Two Harbors Investment Corporation, a NYSE-listed (TWO) residential mortgage REIT.  Two Harbors was formed through a merger with Capitol Acquisition Corporation, a company that Mr. Ein founded with a $265 million initial public offering in November 2007 and served as its Chairman and CEO until the merger in November 2009.  As of December 31, 2012, Two Harbors had a book value of $3.4 billion and total assets of $16.8 billion.  Mr. Ein also currently serves on the board of MACH S.a.r.L, the world’s leading financial clearinghouse for the mobile telecom industry, and is Chairman of the Board of VSGi, a provider of videoconferencing solutions.  Throughout his career, Mr. Ein has invested in a wide range of other successful growth companies that have gone public or merged into larger companies including XM Satellite Radio, Nextel, American Tower, Cibernet and Matrics.  Earlier in his career, Mr. Ein worked for The Carlyle Group, Brentwood Associates and Goldman Sachs.
  • Mr. Ein is also the Founder and Owner of the Washington Kastles, his hometown’s World TeamTennis (WTT) franchise.  After just five years in the league, the Kastles have already captured the coveted King Trophy three times by winning the WTT Championship in 2012, 2011 and 2009. The 2011 team made history by becoming the first team in the 36 year history of the league to complete a perfect undefeated season with its 16-0 record. The 2012 team repeated this feat with a second straight undefeated 16-0 Championship season.  The franchise currently has an active 32 match winning streak – the second longest streak in US pro team sports history (behind the 33 game winning streak of the 1971-72 Los Angeles Lakers).  The Kastles and Mr. Ein have been often honored for its contributions on and off the court including being named the USTA Mid-Atlantic Section’s 2011 Organization of the Year.  The team has been recognized four times by the Mayor of Washington, D.C. and the Washington, D.C. City Council with proclamations of “Washington Kastles Day” in the District of Columbia.  In recognition of the team’s first Championship in 2009, D.C. Mayor Adrian Fenty presented Mr. Ein and the Kastles with the Key to the City, highlighting not only their success on the court, “but for their commitment to the District’s communities and our youth.”
  • A native of the Washington area, Mr. Ein actively supports many community, charitable and cultural organizations.  Through both his professional and philanthropic activities, he is committed to bringing his community together as well as helping those in need with a particular focus on the youth of the city.  Mr. Ein has been frequently recognized and honored for his contributions to his community including being named Business Leader of the Year by the Washington DC Chamber of Commerce in October, 2011 and the region’s Entrepreneur of the Year by the National Foundation for Teaching Entrepreneurship (NFTE) in 2009.  In addition, Mr. Ein was inducted into the Mid-Atlantic Tennis Hall of Fame in March 2012.
  • Mr. Ein is currently the Chairman of the Board of The District of Columbia Public Schools Education Fund (DCPEF) which serves to catalyze private sector support for the DC Public School System and that has raised over $90 million of philanthropic funds in just five years.  Mr. Ein also serves on the Board of Directors of the United States Tennis Association (USTA), the District of Columbia College Access Program (DC-CAP), International Tennis Hall of Fame, the Executive Committee of the Federal City Council and was appointed by Mayor Vincent Gray to be a member of the D.C. Tax Revision Commission. He previously served on the Boards of Directors of The Foundation for the National Institutes of Health (NIH), the SEED Foundation, The Economic Club of Washington, D.C., The Washington Tennis & Education Foundation and The Wolf Trap Center for the Performing Art as well as the Advisory Board of The Tennis Center at College Park (TCCP), the Steering Committee for the Business Executives for National Security (BENS) DC, the selection Committee for the George J. Mitchell Scholarship program, the Trustees Council of The National Gallery of Art, the Advisory Board of the Hoop Dreams Scholarship Fund, and the Donor Advisory Group for the FasterCures Philanthropy Advisory Service.
  • He received his BS in Economics with a concentration in finance from The Wharton School of the University of Pennsylvania and his MBA from The Harvard Business School. He received the DC Wharton Club's top honor, the Joseph Wharton Award.
 
mark-ein
Ein, Mark
Exceptional Investor, Entrepreneur & Philanthropist
Mark Ein, an exceptional investor, entrepreneur & philanthropist, has been involved in founding or early stages of five companies worth over $1 billion with more than a 40% IRR (internal rate of return). All Wharton alums and others interested in learning valuable lessons from him are invited to attend the Summit - AND ARRIVE EARLY to get the full impact of his powerful comments!
  • Mark D. Ein is an investor, entrepreneur and philanthropist, who has created, acquired, invested in and built a series of growth companies across a diverse set of industries over the course of his 20-year career.  During this time, Mr. Ein has been involved in the founding or early stages of five companies that have been worth over $1 billion and has led $650 million of private equity, venture capital and public company investments generating an internal rate of return of over 40%.
  • Currently, Mr. Ein is Chairman, CEO, Treasurer, Secretary and Director of Capitol Acquisition Corporation 2 (NASDAQ:CLAC), a publicly traded acquisition vehicle that raised $200 million in an initial public offering on May 15, 2013.  He is also the Co-Chairman and Principal Shareholder of Kastle Systems, LLC, the country’s leading provider of managed security systems for commercial office buildings.  In addition, he is the Vice-Chairman of Two Harbors Investment Corporation, a NYSE-listed (TWO) residential mortgage REIT.  Two Harbors was formed through a merger with Capitol Acquisition Corporation, a company that Mr. Ein founded with a $265 million initial public offering in November 2007 and served as its Chairman and CEO until the merger in November 2009.  As of December 31, 2012, Two Harbors had a book value of $3.4 billion and total assets of $16.8 billion.  Mr. Ein also currently serves on the board of MACH S.a.r.L, the world’s leading financial clearinghouse for the mobile telecom industry, and is Chairman of the Board of VSGi, a provider of videoconferencing solutions.  Throughout his career, Mr. Ein has invested in a wide range of other successful growth companies that have gone public or merged into larger companies including XM Satellite Radio, Nextel, American Tower, Cibernet and Matrics.  Earlier in his career, Mr. Ein worked for The Carlyle Group, Brentwood Associates and Goldman Sachs.
  • Mr. Ein is also the Founder and Owner of the Washington Kastles, his hometown’s World TeamTennis (WTT) franchise.  After just five years in the league, the Kastles have already captured the coveted King Trophy three times by winning the WTT Championship in 2012, 2011 and 2009. The 2011 team made history by becoming the first team in the 36 year history of the league to complete a perfect undefeated season with its 16-0 record. The 2012 team repeated this feat with a second straight undefeated 16-0 Championship season.  The franchise currently has an active 32 match winning streak – the second longest streak in US pro team sports history (behind the 33 game winning streak of the 1971-72 Los Angeles Lakers).  The Kastles and Mr. Ein have been often honored for its contributions on and off the court including being named the USTA Mid-Atlantic Section’s 2011 Organization of the Year.  The team has been recognized four times by the Mayor of Washington, D.C. and the Washington, D.C. City Council with proclamations of “Washington Kastles Day” in the District of Columbia.  In recognition of the team’s first Championship in 2009, D.C. Mayor Adrian Fenty presented Mr. Ein and the Kastles with the Key to the City, highlighting not only their success on the court, “but for their commitment to the District’s communities and our youth.”
  • A native of the Washington area, Mr. Ein actively supports many community, charitable and cultural organizations.  Through both his professional and philanthropic activities, he is committed to bringing his community together as well as helping those in need with a particular focus on the youth of the city.  Mr. Ein has been frequently recognized and honored for his contributions to his community including being named Business Leader of the Year by the Washington DC Chamber of Commerce in October, 2011 and the region’s Entrepreneur of the Year by the National Foundation for Teaching Entrepreneurship (NFTE) in 2009.  In addition, Mr. Ein was inducted into the Mid-Atlantic Tennis Hall of Fame in March 2012.
  • Mr. Ein is currently the Chairman of the Board of The District of Columbia Public Schools Education Fund (DCPEF) which serves to catalyze private sector support for the DC Public School System and that has raised over $90 million of philanthropic funds in just five years.  Mr. Ein also serves on the Board of Directors of the United States Tennis Association (USTA), the District of Columbia College Access Program (DC-CAP), International Tennis Hall of Fame, the Executive Committee of the Federal City Council and was appointed by Mayor Vincent Gray to be a member of the D.C. Tax Revision Commission. He previously served on the Boards of Directors of The Foundation for the National Institutes of Health (NIH), the SEED Foundation, The Economic Club of Washington, D.C., The Washington Tennis & Education Foundation and The Wolf Trap Center for the Performing Art as well as the Advisory Board of The Tennis Center at College Park (TCCP), the Steering Committee for the Business Executives for National Security (BENS) DC, the selection Committee for the George J. Mitchell Scholarship program, the Trustees Council of The National Gallery of Art, the Advisory Board of the Hoop Dreams Scholarship Fund, and the Donor Advisory Group for the FasterCures Philanthropy Advisory Service.
  • He received his BS in Economics with a concentration in finance from The Wharton School of the University of Pennsylvania and his MBA from The Harvard Business School. He received the DC Wharton Club's top honor, the Joseph Wharton Award.
 
david-trone
Trone, David
WG'85, Co-Founder & Owner, Total Wine & More
In the past two decades plus, David Trone has played a key role in building his business to a fast-growing category leader that had $2.5 Billion in sales last year. Join us at the Summit to learn how he has used innovation, entrepreneurship and more to succeed in an increasingly challenging business & legal environment.
  • David Trone has been involved in the beer retail business since 1984 and the wine and spirits business since 1991. David oversees Marketing, Purchasing, e-Commerce, Government and Community Affairs, Finance and IT. He and Robert have traveled the world, working with producers to bring Total Wine & More the best selection at the lowest prices.
  • David’s many community and philanthropic affiliations include Serving on the Wharton Graduate Executive Board, the Wharton Retail Advisory Board, the Wharton Entrepreneurial Advisory Board, Furman University Board of Trustees, The Bullis School Board of Trustees, Baltimore Symphony Orchestra Board of Trustees, American University Board of Trustees and the ACLU Private Sector & Educational Advisory Board on Reintegration.
  • David graduated magna cum laude, Phi Beta Kappa with a B.S. from Furman University in 1977, and received an M.B.A. from Wharton in 1985. He lives with his wife, June, and has four grown children. The oldest, Michelle, earned an M.B.A. from Wharton in 2016.
  • Brothers David Trone and Robert Trone founded Total Wine & More in 1991 as a small, independent store in Delaware. Total Wine grew steadily on the east coast through the 1990s, expanding west to California and Arizona in 2007. As they grew, the Trones brought in executives from other retailers such as BJ's, Zales, Bloomingdales, Toys R Us, and The Home Depot.
  • As of August 2016, Total Wine has more than 150 Wine Superstores in 21 states. It conducts online sales in 14 states that allow online alcohol sales. Each store carries approximately 8,000 types of wines from around the world, 3,000 types of spirits (where permitted by law), and also offer about 2,500 beers, accessories, gifts, and cigars. Total Wine is adding 20 stores per year and has achieved $2.5 billion in retail sales for 2016.
  • Total Wine employs about 5,000, including 500 employees at their corporate headquarters in Bethesda, Maryland and 800 wine specialists. The company provides in-house publications to customers, including Total Wine & More's Guide to Wine, Total Guide to Beer, Guide to Spirits, a quarterly Buying Guide, and a quarterly newsletter called The Wine Advisor.
  • Since its founding, Total Wine has given millions of dollars in financial and in-kind donations to a range of nonprofits. In 2015, Total Wine donated more than $6 million to 7,000+ local charities in 18 states. In 2014, Total Wine & More received the prestigious Market Watch Award for Community Service, the nation's leading beverage alcohol industry publication. Wine Spectator editor Marvin Shanken said, "The level of time, energy and financial resources that David and Robert Trone have devoted to community service is truly remarkable."

2017 Contact


Contact Details

Venue Address

Bethesda North Conference
Center & Marriott Hotel
5901 Marinelli Road
North Bethesda, MD 20852 USA