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NEW for 2010! The Solid- State Lighting Investor Forum - Download PDF

This Forum provides a unique opportunity for venture capitalists and investment bankers with portfolios in the clean tech and green tech sectors to learn about investment opportunities in solid-state lighting. CEOs from a selection of the leading start-ups in this field, from all levels of the SSL supply chain, will provide investors with details about their company‘s technology, business plan, and prospects for growth.

Wednesday, February 10         12:00 PM - 5:30 PM

As the LED lighting market moves from niche applications into the mainstream of general illumination, a large number of companies are being founded to develop innovative technology at all levels of the supply chain, ranging from light sources, to drivers, optics and thermal management solutions, to complete luminaires. The Solid-State Lighting Investor Forum provides an opportunity for pre-public companies involved in different aspects of LED lighting technology to present their companies to a selected group of investors from the venture capital and investment banking communities. The brief presentations provided during the Forum will lay the groundwork for further detailed one-on-one meetings between companies and investors who wish to follow up with more in-depth discussions.

SSL Investor Forum Agenda

NETWORKING LUNCH FOR SSL INVESTOR FORUM
REGISTRANTS AND PRESENTERS 
12:00 PM - 1:15 PM

INTRODUCTION AND SSL MARKET OVERVIEW 
1:15 PM - 1:35 PM

SPEAKER:
Robert Steele
Director of Optoelectronics
Strategies Unlimited

This presentation will provide an introduction to the Forum, as well as a
brief overview of the structure of the SSL market, including the vertical supply chain, applications, market dynamics, and market size and growth projections.

Robert V. Steele is the Director of Optoelectronics Programs at Strategies Unlimited, and is responsible for all of Strategies Unlimited’s activities in the area of optoelectronic components, for which the company has provided market research reports and consulting services for over 20 years.  Since 1994, he has supervised and co-authored 10 editions of Strategies Unlimited’s periodic report on the visible LED market, as well as reports on solid-state lighting, gallium nitride technology and markets, and the supply side of the high-brightness LED industry. 

Company Presentations

LED LIGHT SOURCES

QD VISION, INC. 1:35 PM - 1:50 PM

PRESENTER:
Dan Button
President and CEO

QD Vision, Inc. is a nanotechnology product company delivering a new 
generation of display and lighting solutions to major industries where color, 
power and design matter. QD Vision‘s, Inc. Quantum Light™platform,
based on quantum dot technology, will deliver unparalleled color and 
brightness and require less power than current-generation LED technologies
for consumer electronics products, flat-panel displays, electronic signage, solid-state lighting, 
and national security applications.

Dan Button has over 20 years of experience launching and building materialsbased
businesses in global, high-growth markets, particularly in the display
industry. This experience spans mature to embryonic enterprises, including three
Fortune-500 companies - DuPont Electronics, Corning Displays, Rohm and Haas
- and threeMIT start-ups - E Ink Corp, BostonMicroSystems and now QD Vision.
He has repeatedly helped deliver new products with industry-leading market
share and margins. With a proven ability to spearhead partnerships across the
value chain, Dan has consistently achieved market success by designing-in materials
innovations with industry leaders that enable new applications.

LUMINAIRES AND LIGHT ENGINES

OPTOELECTRONIX, INC. 1:50 PM - 2:05 PM

PRESENTER:
Chuck Berghoff
President and CEO

OptoElectronix is the leader in The Art of LEDs™—the conception, design,
and manufacture of cutting-edge, standardized, highly efficient, highly reliable LEDbased lighting.We bring togethermany decades of unique expertise and experience in LED systems, an intimate knowledge of the lighting industry, and a thorough understanding of the manufacturing disciplines and requirements of both. Opto-Electronix products enable leading luminaire, appliance and industrial equipment manufacturers to accelerate their adoption of solid-state lighting technology.

Chuck Berghoff has over 30 years of experience in the semiconductor industry.
He built the Siemens LED business into a global leader where he was Vice
President and General Manager of the Optoelectronics Division. Prior management
experience includes seven years at Intel Corporation, four years as CEO of
Summit Microelectronics and two years at Summit Partners.

LEDENGIN    2:05 PM - 2:20 PM

PRESENTER:
David Tahmassebi
President and CEO

LedEngin, Inc. is a California-based solid-state lighting company specializing in ultra-bright LEDs capable of emitting 2,000+ lumens, delivering extreme flux density and industry leading reliability as well as luminous efficiency of more than 80 lumens/watt in some applications. The Lux family of replacement lamps and lighting modules provide superior quality light in directional applications equivalent to 35W and 50W halogen lamps. LedEngin also develops LED custom solutions and provides expert application support on optical, electrical and thermal management.

David Tahmassebi joined LedEngin in September 2006 as President and CEO.  Prior to joining LedEngin Mr. Tahmassebi served as EIR at WK Technology funds, a leading Taiwan based venture capital firm and lead investor of LedEngin. Prior to joining WK, Mr. Tahmassebi served as President, CEO and Co-chairman of Berkana Wireless a fabless semiconductor startup focused on CMOS RF transceivers for the cellular market.  Berkana was acquired by Qualcomm for $56M in December 2005. Previous to Berkana, Mr. Tahmassebi was co-founder, president and CEO of Resonext Communications, an 802.11 fabless semiconductor company founded in November 1999.

TELELUMEN LLC     2:20 PM - 2:35 PM

PRESENTER:
Steve Paolini
Founder and CEO

Telelumen LLC is developing a solid state luminaire that acts as a playback
unit for illumination recordings. The luminaire is an illumination analog to an
iPod. Content is also being created and will be made available in an
analogous manner to iTunes. Customers are expected to be a range of 
researchers and high-end entertainment providers.

Steve Paolini first joined Hewlett Packard Optoelectronics Division in 1981.
There he held a variety of engineering and management positions in California,
Japan, and Malaysia. Later he joined Lumileds and in 2007 founded Telelumen
LLC where he is currently the CEO. He is also the CTO at Lunera Lighting Inc. He
has spoken at various conferences and universities on a variety of topics relating
to LEDs and holds four issued patents.

OREE     2:35 PM –2:50 PM

PRESENTER:
Eran Fine
Presdient and CEO

Oree is a world leader in next generation planar LED illumination by enabling
the first in the world flat, ultra thin, highly efficient LED light source. Oree‘s groundbreaking technology is a modular approach for large and uniform light
surfaces for a variety of illumination applications. Oree‘s products are
designed to perfectly meet the requirements of thin applications.

Eran Fine is the co-founder of Oree. Eran is a serial entrepreneur with over 12
years of experience in leading startup companies. Prior to founding Oree, Eran was
the co-founder and CEO ofMobileSpear, a leading start up that developed a unique
and advanced platform for the mobile operators. Eran led the company to production
and sales in Asia and Europe. Eran was also the founder and VP Business &
Development at On-Eden Ltd, a software company that was sold to Crystal Ltd.

RENAISSANCE LIGHTING     2:50 PM - 3:05 PM

PRESENTER:
Barry Weinbaum
CEO

Renaissance Lighting is a global leader in the development of next-generation, ENERGY STAR(R) qualified, solid-state architectural downlights and controls - the result of on-going breakthroughs in the application of LED technology based on Constructive Occlusion(R), its patented technology for the unique mixing and blending of multiple LED light sources.  The company's product leadership, innovation and unrelenting commitment to green technology are key forces driving the development of highly creative lighting products that deliver the industry's purest single light source in terms of exceptional appearance, superior efficiency and glare-free illumination for all architectural applications.  Renaissance Lighting deploys a revolutionary approach to product engineering and design that is supported by 32 patents, including its optical and feedback control technologies.

Barry Weinbaum is a serial entrepreneur, with more than 28 years of corporate
leadership (including six years as CEO) in technology, component, nanotechnology,
software, and telecom. Prior to being named CEO of Renaissance, he was
Managing Member, WCG, LLC; President & CEO, NanoOpto; and Vice President
and General Manager, Lucent Technologies. He was also the head of Business
Development for the Optical Systems Business Unit at Lucent Technologies. He
has been a start-up, turn-around, and growth specialist in global markets for
start-ups and established businesses with valuations up to $2 billion. He is also
an inventor and holds two US patents.

REFRESHMENT BREAK 3:05 PM - 3:25 PM

INVESTOR PANEL     3:25 PM - 3:55 PM

MODERATOR:
Robert Walker
Principal
Sierra Ventures

Robert Walker is a principal at Sierra Ventures, a private venture capital firm
focusing its investments in information technology companies. Prior to joining
Sierra, he was CEO of BridgeLux from July 2005 to July 2007. He has also served on BridgeLux‘s Board of Directors since August 2004. In 2003 Dr.Walker founded YEBY Associates, a Silicon Valley-based consultancy specializing in the solid state lighting industry, and continues to serve as a Principal there. From 2001- 2004 he was Managing Director-US of Vincera Ventures, a US$150M venture capital fund based in Taiwan with several investments in the areas of HB LEDs and compound semiconductors. He held various marketing and sales positions including General Manager, Pacific Rim during his tenure at EMCORE Corporation, a leading provider of MOCVD equipment to the HB LED industry. He has been involved with the HB LED epitaxial industry in Taiwan, Korea and China since its inception.

PANELISTS:

• Peter Moran, General Partner, Doll Capital Management
  
• Ford Tamer, Operating Partner, Khosla Ventures
  
• Dennis Costello, Managing Director, Braemer Energy Ventures
  

• Dan Coyne, Managing Director, Investment Banking

ASSOCIATED SSL TECHNOLOGIES

FUSION OPTIX, INC. 3:55 PM - 4:10 PM

PRESENTER:
Terry Yeo
President and CEO

Fusion Optix is driving the next generation of energy efficient,
environmentally friendly, LED lighting systems for the lighting and display industries.We manufacture high performance optical components such as
rigid and dome shaped diffusers, prism and microlens films, lenses, and light
guides based upon a unique polymer materials-based technology platform.
We have also developed a portfolio of reference designs, based upon these components
combined with proprietary LED arrays designs, for general and specialty lighting applications.
Our broad patent portfolio, know-how and trade secrets encompass manu-facturing processes, components, and systems related to advanced lighting techniques. Our customers and commercialization partners include some of the world‘s leading lighting fixture companies and OEMs.We are privately held with investment from major corporations including Goldman Sachs and Prudence Capital.

Dr. Yeo founded Fusion Optix in 2003 whilst living in Cambridge, UK. His early
career, and the inspiration for Fusion Optix, was spent in the displays, aerospace
and optical networking industries. Whilst working for Nortel Networks, EADS
Astrium, and Nashua Corporation he performed in a number of senior management,
corporate venturing, sales, marketing and technical roles. Dr. Yeo is
inventor on many Fusion Optix lighting-related patents and also other new optical
technologies in the areas of backlighting for liquid crystal displays, microdisplay
projection displays and light management components. Dr. Yeo also has insider
experience of the venture capital industry, having worked for Amadeus Capital
Partners in the UK and as a consultant to several other VC and corporate investor
groups, technology companies and start-ups.   

REDWOOD SYSTEMS     4:10 PM - 4:25 PM

PRESENTER:
Dave Leonard
CEO and Co-Founder

Redwood Systems is pioneering an entirely new, transformative way
to power and control commercial lighting. This new integrated system architecture leverages the disruptive properties of LED technology to build a lighting digital network - transforming lighting from a simple and intensive analog user of power into a digital, Internet-scale woven fabric that can intelligently and discretely optimize energy, improve light quality, and save over 75% of the power consumed by lighting.

Dave Leonard founded Redwood Systems in 2008 with the driving belief that
LED lighting presented entirely new opportunities to create smart and energy optimized
commercial lighting and smart building solutions. Prior to forming Redwood,
Dave was VP and GMof Cisco System‘s Desktop Switching Business Unit (DSBU),
Cisco‘s largest and most profitable business unit with revenues reaching a $6B
annual run rate for FY08. During his career at Cisco, Dave has held several executive
management positions including: VP and GMP of the Wireless Networking
Business Unit (WNBU) and VP of Engineering for WNBU. Prior to Grand
Junction/Cisco, Dave held leadership positions at SunMicrosystems, Amdahl Corporation,
Cray Research and Hewlett-Packard. In addition to his executive role at
Redwood Systems, Dave also serves as the Executive Chairman of Agito Networks‘
Board of Directors.

MSILICA INC.     4:25 PM - 4:40PM

PRESENTER:
Steve Dines
President and CEO

mSilica Incorporated is a supplier of smart mixed-signal power management
ICs. These ICs utilize a unique combination of analog and digital circuit
techniques to enable electronic equipment manufacturers to significantly
improve power efficiency and reliability, reduce system cost and save board real estate.
Initial products are targeted for the LED backlight market for LCD TV‘s and monitors
as well as general illumination. mSilica has introduced several families of
chips to address these markets. Headquartered in Santa Clara, CA, mSilica offers
worldwide support through offices in Korea and Taiwan with sales representatives
throughout Asia, North America and Europe.

Mr. Dines has spent over 30 years in the semiconductor industry. Prior to joining
mSilica this year, Mr. Dines had served as President and CEO of two Bay Area
startups, Azanda Network Devices and Excess bandwidth, and managed the
latter‘s 2000 acquisition by Virata Corporation. He also served on the board of
Sand Hill Angels, a Bay Area angel investment group. Previously he spent eight
years at Cirrus Logic, where he was V.P and G.M of the mass storage business
unit. Earlier in his career,Mr. Dines held a variety of product planning and strategic
marketing roles with AMD in both the US and Europe.

NUVENTIX     4:40 PM - 4:55 PM

PRESENTER:
Jim Balthazar
President and CEO

Nuventix is revolutionizing active thermal management of consumer
electronics, high power LED lighting, medical, telecommunications and 
automotive with patented, highly adaptable, quiet and reliable cooling
devices that efficiently -and directly - dissipate heat from any surface.
The patented SynJet active cooling technology enables the most reliable
and flexible spot cooling solutions available today. The Austin, Texas-based
company is venture-backed and led by an experienced team of senior executives with a
breadth of experience building and leading thermal and startup companies to success.

Jim Balthazar is President and CEO of Nuventix and is a member of the Board
of Directors. Mr. Balthazar has over 29 years of startup business and technical
management experience. Prior to establishing Nuventix,Mr. Balthazar served as
Vice President of Marketing with Active Power, Inc. (ACPW), while it grew from
13 employees through to a successful IPO in 2001. Mr. Balthazar also served in
a variety of sales and marketing positions over a 12 year period with Convex
Computer Corporation (CNVX). He was Vice President ofMarketing when Convex
was acquired by Hewlett Packard in 1995.

LUMENERGI     4:55 PM - 5:10 PM

PRESENTER:
Michael D‘Amour
CEO and President

LUMEnergi‘s suite of intelligent, network-controlled lighting management
solutions for LED and fluorescent lighting is shaping the future of energy
efficiency for commercial buildings. LUMEnergi‘s solutions include features
such as daylight harvesting, scheduling, task tuning, and occupancy sensing, combined with the most comprehensive demand response and load shedding system available.
This enables building owners to save 50 to 70 percent of their monthly lighting costs while
improving light quality.

Michael D‘Amour is CEO and President of LUMEnergi. He has founded and led
several venture-funded companies to become global market leaders as CEO,
COO, VP of R&D, and VP of Sales in the semiconductor, EDA, and security industry.
Successful IPOs include Quickturn Design Systems and Daisy Systems.

EXCLARA     5:10 PM - 5:25 PM

PRESENTER:
Thomas Riordan
President and CEO

Exclara is leading the industry in digital power management for solid state
lighting. As a fabless semiconductor company, Exclara leverages its digital capabilities
and highly efficient power management platforms to provide the highest
possible system performance and reliability, enabling a wide range of LED lighting
products. Exclara‘s digital power solutions offer features sets that enable
light fixture designers to build the longest lasting, highest performing LED lighting
fixtures possible. Time to market is vastly improved by Exclara‘s core power
supply technology that scales with the application from low power residential
lighting to high power outdoor illumination.

Tom Riordan brings to Exclara more than 25 years of experience as a semiconductor
and microprocessor professional, having served as a developer, manager,
and executive. Most recently, he was Vice President of PMC-Sierra‘s microprocessor
division. Tom joined PMC-Sierra when it purchased Quantum Effect
Devices (NASDAQ: QEDI), the company he co-founded in 1991. As President and
CEO of QED, he guided it through three rounds of venture financing. The company
went public in 2000 and Tom helped negotiate its acquisition by PMC-Sierra for
$2.3 billion that same year. At that time, the company had reached a $64 million
run rate with quarterly growth of 40%.
Prior to QED, Tom was director of CMOS VLSI for MIPS Computer Systems.

FINAL REVIEW AND WRAP-UP     5:25 PM - 5:30 PM

ADJOURN     5:30PM

Solid-State Lighting Investor Forum
HB LED Market Conference 
LEDs in Lighting Conference
HB LED Market Workshop 1: Designing for LED Luminaire Reliability
HB LED Market Workshop 2: Patents Today: The Cheese has Moved- How to Handle it
HB LED Market Workshop 3: Understanding What Quality of Light Means for LEDs
HB LED Market Workshop 4: Selecting Drivers for LED Systems
LEDs in Lighting Tutorial 1: LED Fundamentals for Lighting Designers & Architects
LEDs in Lighting Tutorial 2: Specifying LED Lighting Fixtures: What Lighting Designers & Specifiers
                                                           Need to Know.