SEMI Pacific Northwest Breakfast Forum: Wafers To Wall Street: Emerging Market05/01/2015 - 05/01/2015

SEMI Pacific Northwest Breakfast Forum: Wafers to Wall Street: Emerging Market

Friday, May 01, 2015
7:30 AM-11:00 AM
RA4 - Ronler Acres 4 2501 NW 229th Avenue, Hillsboro, OR 97124

Join industry colleagues on Friday, May 1, 2015, for a stimulating discussion on the outlook for the semiconductor industry, including opportunities and challenges presented by end market drivers. Our panel of industry and Wall Street experts will discuss the latest technology trends and the impact of emerging technologies (Internet of Things, Cloud/Mobile Computing, and others) on regional and global economies. 

The role of captive investor group including deal selection, deal considerations and in advancing strategic goals of the corporation will also be discussed.  SEMI Wafers to Wall Street will also explore trends taking place in the industry from economic, market, technology, and manufacturing perspectives.  

The SEMI Pacific Northwest Breakfast Forum provides valuable industry information and is a great opportunity to network with your colleagues and meet other local industry executives, attendees and presenters. Stay in touch . . . and plug in!


Time Speaker Program
7:30am   Breakfast & Registration
8:00am   Welcome Remarks: Soley Ozer, SEMI Pacific Northwest Chapter Co-Chair & Easwar Srinivasan, SEMI Pacific Northwest Chapter Co-Chair (Moderator)

Gary Bultman (Biography)
Senior Vice President, Strategic Development & Emerging Markets
Lam Research Corporation

Presentation Title:  Economic and Technical Challenges and Opportunities for the Semiconductor Industry



Krish Sankar (Biography)
Bank of America-Merrill Lynch

Presentation Title:  Street View on the Sector and Cycle

9:00am Lita Shon-Roy

Lita Shon-Roy (Biography)
Techcet Group

Presentation Title:  The Era of IoT Advancing Materials Growth


9:25am   Networking Break

John Vinh, CFA (Biography)
Sr. Research Analyst, Semiconductors
Pacific Crest Securities

Presentation Title:  A Wall Street Perspective: How M&A, IoT, and China are Impacting the Semiconductor Industry Landscape



Laura Oliphant, phD, (Biography and Abstract)
Investment Director
Intel Capital

Presentation Title:  Advancing Moore’s Law:  the Role of the Corporate Investor


10:30am   Open Discussion, Q & A, Networking
11:00am   Thank You for Attending, Adjourn
    Agenda Subject to Change

Event Contact:

Lin Tso
Sr. Programs Manager
Tel: 1.408.943.7920, Cell: 1-510-921-1165