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FACULTY
Transforming
Boomers' Needs and Interests to Success in the Marketplace
Keynote Speakers
Ken Dychtwald, Ph.D.
Age Wave
Over the past 30 years, Ken Dychtwald, Ph.D. has emerged as the nation's foremost visionary and original thinker regarding the lifestyle, marketing and workforce implications of the "age wave." He is a psychologist, gerontologist and author of ten books on aging-related issues, including Bodymind, Millennium: Glimpses Into the 21st Century, Healthy Aging, his best-seller Age Wave and his latest, Age Power: How the 21st Century will be Ruled by the New Old. He is currently working on two new books, Demography is De$tiny and Re-Inventing Yourself: How to Fulfill Your Dreams in the Third Age of Life.
Jean-Paul Tréguer (photo)
CEO and Founder of Senioragency®
Mr. Tréguer is one of the first marketing and advertising expert to have specialized a real international team in generational marketing, advising both global and local brands on how to approach efficiently the high potential market of mature customers.
Jean-Paul Tréguer has spent his entire career in advertising agencies, including Kenyon & Eckerd, Saatchi & Saatchi). He became involved in marketing to seniors in 1989 and created Senior Academy in 1992, the first European observatory of over 50+ consumers. In May 1995, he launched Senioragency in Paris, France. He is the author of the first two marketing books ever written in Europe on that target: Le Senior Marketing, 18 Golden Rules to Convince the seniors and 50+ Marketing which has been translated into English. A well-known international speaker on generational marketing and aging, he gives more than 100 lectures and seminars annually throughout the world to “evangelize” about the branding opportunities of the “senior boom.”
Brad Edmondson
Vice President, ePodunk.com
Brad Edmondson is vice president of ePodunk.com, which provides detailed profiles of 25,000 places in the United States. His previous experience includes six years as editor-in-chief of American Demographics magazine, five years as a newspaper editor, and two years as a columnist for The Wall Street Journal. His freelance articles have appeared in The Atlantic Monthly, The Washington Post, and other publications. He is a graduate of Cornell University and lives in Ithaca, New York.
Brad is a nationally recognized expert on social change in the United States and its impact on businesses and not-for-profit organizations. He speaks frequently on the aging of the baby-boom generation, the future of higher education, health and fitness, and how America is being transformed by immigration. Selected clients in the last three years have included Honda of America; The Aspen Institute; National Bicycle Dealers Association; Gannett Newspapers; The College Board; the American Association of Retired Persons; and Wendy's International.
Tracey Warson, Executive Vice President, Regional Managing Director, Private Client Services
Wells Fargo & Company
A 16-year veteran of Wells Fargo, Tracey currently oversees the Investment Management and Trust, Brokerage and Private Banking team of 400 professionals who serve more than 15,000 Wells Fargo clients who combined have $12 billion in assets under management, more than $1 billion in loans outstanding, and over $1 billion in deposits.
Prior to joining Private Client Services, Tracey was the EVP and Head of Sales and Distribution of Foreign Exchange, Financial Risk Management and International Treasury Management, a business unit of several hundred professionals in 13 offices throughout the country that provide foreign exchange, interest rate and equity risk management solutions to retail, small business and large corporations throughout the U.S. Tracey has served on the Wholesale Diversity Committee of Wells Fargo and is former Chairman of the International Group Diversity Committee. She is also co-founder of the Executive Women’s Council of Wells Fargo.
Andrea L. Bevacqua
Director/Team Leader, Pfizer for Living Share Card
Andrea Bevacqua is the Director/Team Leader of the Pfizer Share Card, a drug benefit program that offers limited income Medicare Beneficiaries a 30-day supply of over 60 Pfizer medicines for just $15 per medicine.
Andrea leads a multi-functional team in marketing and operations. Through a comprehensive outreach program combining traditional direct marketing techniques and community grassroots efforts, the program has grown to over half a million members and filled over 4 million prescriptions for Medicare Beneficiaries in need.
Prior to Pfizer, Andrea led the healthcare practice at Siegel & Gale, a corporate brand strategy and Internet strategy firm. She served clients in pharmaceuticals, medical devices, disease management, and managed care, including Bristol-Myers Squibb, Johnson & Johnson, Breathnet, United Health Group, and Oxford Health Plans.
Mike Perlis
Managing Partner, SOFTBANK Capital Partners
Mike Perlis is a Managing Partner at SOFTBANK Capital Partners. Perlis has over twenty-years of experience as a top executive at leading magazine publishing and multi-media companies. He specializes in building organizations that profitably manage brand development/maximization across multiple media delivery platforms. Most recently he was President/CEO of Ziff Davis Publishing, the pre-eminent authority on technology and the Internet. Perlis has held the top posts at TVSM, Playboy, GQ, and IDG. He was group publisher at Rodale Press where he launched the Active Sports Network; he also co-founded Men's Health Magazine. He began his career as an entrepreneur, founding and managing New England Publications. Perlis is on the boards of: GSI Commerce, Inc. (formerly Global Sports Interactive), Enpocket, Webhire, Inc., World Publications and Zinio.com. He is a member of the Board of the Newhouse School of Public Communications at Syracuse University and is a Trustee of Outward Bound USA.
Myrna Blyth
Editor and Author, former editor-in-chief of Ladies' Home Journal and founding editor-in-chief of MORE Magazine
For more than twenty years, Myrna Blyth was Editor-in-Chief and Publishing Director of Ladies’ Home Journal, one of America’s largest magazines. She was also founding Editor-in-Chief and Publishing Director of More magazine, the only magazine aimed specifically at women over forty, which premiered in September 1998. More currently has a circulation of one million. Ms. Blyth is also an author and has written many articles for various publications including New York and The New Yorker, as well as two novels. Her first non-fiction book, Spin Sisters, about the effect media has American women will be published in March by St.Martin’s Press.
In March 2001, Ms. Blyth was named Advertising Age magazine’s “Publishing Executive of the Year” and was included in Columbia Journalism Review’s “The Shapers,” a list of 200 New Yorkers who help shape the national media agenda. In March 2000, Women’s History Month, Ms. Blyth received the “Women of Achievement” award from the New York City Commission on the Status of Women.
Dawn Sweeney
President, AARP Services, Inc.
As President of AARP Services, Inc. (ASI), a wholly-owned subsidiary of AARP, Dawn M. Sweeney leads the development of a wide range of high-value products and services that support positive social change through market innovation and leadership. Sweeney oversees an organization whose commercial knowledge of the age 50 and older market is vast and unmatched, with access to the most extensive and sophisticated market research available.
She also manages revenues of nearly $300 million including ASI’s partnerships with more than 60 major companies that develop products to meet the needs of the 10 million 50+ consumers using the products ASI provides. ASI is currently developing an innovative products for long-term and health insurance for members. ASI is creating a series of services to help boomers are concerned about their financial security as they prepare for retirement.
VC Panelists
Brent R. Knudsen
Partner, North Castle Partners (Tuesday session)
Brent Knudsen has 20 years of experience in the healthy living and consumer products industries as investor, entrepreneur, business operator and strategy consultant. An original North Castle partner since 1998, Brent is head of the San Francisco office. Before joining North Castle, Brent spent 13 years founding, building and operating entrepreneurial growth businesses in Healthy Living & Aging markets, including GolfWeb, Bell Sports, and the Full Force division of Specialized Bicycle Components. North Castle Partners, LLC is the leading private equity firm focused exclusively on the Healthy Living & Aging marketplace. Since its inception in 1997, North Castle Partners, an active, value-added investor, has deployed $80 million of equity in 40 investments, including 23 add-on acquisitions, in the Healthy Living & Aging Market.
Steve Jurvetson
Managing Director, Draper Fisher Jurvetson (Tuesday session)
Steve has been recognized by Business 2.0 as "The Valley's Sharpest VC" and by the SF Chronicle as one of "the ten people expected to have the greatest impact on the Bay Area in the early part of the 21st Century.” He was profiled in the New York Times Magazine and featured on the cover of Worth and Fortune Magazines. Steve was chosen by Forbes as one of "Tech's Best Venture Investors", by the VC Journal as one of the "Ten Most Influential VCs", and by Fortune as part of their "Brain Trust of Top Ten Minds."
Steve’s investments have included Hotmail, Interwoven, Kana, Tradex and Cyras. Mr. Jurvetson was an R&D engineer at Hewlett-Packard, worked in product marketing at Apple and NeXT and was a consultant with Bain & Company. He earned his BSEE at Stanford in 2.5 years, graduating #1 in his class as the Henry Ford Scholar. He also holds an MBA and an MSEE from Stanford.
As co-chairman of the NanoBusiness Alliance, he was present at the Oval Office signing ceremony for the 21st Century Nanotech Research and Development Act.
David Yarnell
Managing General Partner and co-founder of BEV Capital (Tuesday session)
David co-founded BEV Capital in 1997 on the premise that great products and services alone do not make great companies. In addition to providing equity capital, BEV helps entrepreneurs to refine their company’s sales and marketing strategy to become great companies.
Prior to BEV, David served as Vice President at Consumer Venture Partners. He also spent seven years at McKinsey & Company as a consultant. Previously, David served as President of Mexx USA, an apparel manufacturer and he acquired marketing experience at General Mills and at Federated Department Stores. David received his BS from Tufts University and his MBA from Harvard Business School
Jeff Zimman
CEO, Neuroscience Solutions Corporation (Tuesday session)
For the past two decades, Jeff has implemented strategies to lead healthcare, information technology and consumer product companies to successful funding, high growth and liquidity. He is a former Venture Partner of Venture Strategy Partners, a former Managing Director of Lazard, where he founded and ran the investment bank’s early stage advisory business, and a former partner of Cooley Godward, where he headed the corporate and securities practice in the law firm’s San Francisco office. Mr. Zimman earned his AB degree at Bowdoin College and his JD and MBA degrees at Stanford University.
His current endeavor, Neuroscience Solutions Corporation, is developing and testing products that target rejuvenation of a broad range of brain function, including immediate and delayed memory, attention, language, spatial and sensory skills.
Greg Thompson
Executive Director and CEO of Pulse Data HumanWare (Tuesday Session)
Greg Thompson spent 25 years in the computer and telecommunications industries before joining Pulse Data in 2001, where he has focused on launching a new product aimed at the boomer market.
After studying geology at the University of Canterbury, Greg joined Shell Oil as a software developer and systems analyst. In 1982, he was appointed Information Technology Manager at Gough Gough & Hamer, New Zealand's Caterpillar dealership. In 1986 Greg was a founding employee of Cardinal Network, a new IT outsourcing company that grew within two years to a staff of over 300 employees. Immediately before joining Pulse Data, Greg was Group Marketing Manager at Tait Electronics, New Zealand's largest electronics company.
Ellen Marram
Partner, North Castle Partners (Wednesday session)
A nationally recognized business leader, Ellen has spent over 30 years anticipating market trends and emerging consumer needs, and building profitable brands and companies that address them. Ellen joined North Castle Partners in September 2000; she currently serves as chairman of two North Castle portfolio companies, Naked Juice Company and Avalon Natural Products. She is also a director of Elizabeth Arden Salons and Acirca.
North Castle Partners, LLC is the leading private equity firm focused exclusively on the Healthy Living & Aging marketplace. Since its inception in 1997, North Castle Partners, an active, value-added investor, has deployed $80 million of equity in 40 investments, including 23 add-on acquisitions, in the Healthy Living & Aging Market.
Dick Kramlich
Co-Founder and General Partner, New Enterprise Associates
Mr. Kramlich has more than 30 years of venture capital investment experience. He focuses on a broad range of technically oriented companies. His present board memberships include Celetron International, Decru, Fabric7, Financial Engines, Force10 Networks, Foveon, Informative, Visual Edge Technology and Zhone Technologies. Previous board memberships include 3Com Corporation, Ascend Communications, Dallas Semiconductor, Healtheon/WedMD, Immunex, InfoGear, Juniper Networks, Macromedia and NetSolve. He was recently Chairman and President of the National Venture Capital Association. Prior to joining NEA, Dick was a general partner of Arthur Rock & Associates and Executive Vice President of Gardner & Preston Moss. He received a Masters in Business Administration from the Harvard University Graduate School of Business and a Bachelor of Science in History from Northwestern University.
David B. Wolfe, principal author of Ageless Marketing: Strategies for Reaching the Hearts and Minds of the New Customer Majority
David Wolfe, an internationally recognized expert in consumer behavior, originated developmental relationship marketing (DRM), which is the conceptual foundation of his newest book, Ageless Marketing. He also wrote Serving the Ageless Market (McGraw-Hill, 1990).
DRM is a marketing platform that facilitates connections between products and customers’ root motivations – powerful urges to satisfy needs that cannot be identified in traditional research because, as recent findings in brain science indicate, the roots of motivations lie outside the conscious mind. He is widely acknowledged as the leading expert on the behavioral foundations of the new rules and how to play by them.
Wolfe’s status as a provocative contributor to marketing is evident in the academic world where he has lectured at such universities as St. Louis University, Loyola College, Bentley College, University of New Hampshire, and the University of Southern California. His pioneering, research-based work has helped such clients as American Express, General Motors, USAA, AT&T, Coca-Cola, MetLife, Marriott, and Prudential Securities. His assignments have taken him to Asia, Africa, and Europe.
Conference Committee
Mary Furlong, Ed.D., Founder, Mary Furlong & Associates
With more than 20 years of experience, Mary Furlong is the leading authority on the baby boomer generation as it moves toward and beyond 50. In 1985, Ms. Furlong started SeniorNet to help bridge the generation gap of the emerging computing revolution. In 1996, she founded ThirdAge Media, a media and direct marketing network, providing content, community and commerce for the growing population of 45+ adults. She founded Mary Furlong and Associates (MFA) in 2003 to help socially-conscious, consumer-conscious companies understand the real needs of this growing market.
Ms. Furlong has appeared on CBS, the Today Show, PBS and NPR to discuss issues related to trends in aging and technology. She has been recognized by Time Magazine, Fortune Small Business Magazine and Interactive. In addition, she is an executive professor of Entrepreneurship and Women in Leadership at the Leavey School of Business at the University of Santa Clara, Santa Clara, California, and Associate Director of its Center on Innovation and Entrepreneurship.
Gloria Cavanaugh, President and CEO, American Society on Aging (no photo)
During her 29 year tenure as President and CEO of the American Society on Aging (ASA), Gloria Cavanaugh has overseen its transformation from a regional volunteer organization to the largest professional association in the field of aging, with 7,500 members and broadened its constituency, accepting and embracing diversity in the field of aging.
Ms. Cavanaugh is a founding member of the National Alliance for Caregiving, a consortium of national aging and aging-related organizations committed to providing information on family caregiving issues. She has also served on the Board of Generations United and is a member of the Leadership Council of Aging Organizations, the National Coalition on Mental Health and Aging, the advisory group of the Brandeis University Center on Women and Aging and various other advisory committees.
Brent Green, President, Brent Green & Associates, Inc.
Mr.
Green is a specialist in marketing to leading-edge baby boomers.
His most recent publication, Marketing to Leading-edge Baby
Boomers, reveals seminal strategies for marketing to one of
the nation's most economic cohorts. He is a member of the Leadership
Council for the Business Forum on Aging, American Society on Aging.
His firm has produced
marketing programs for a diverse range of clients including Blue
Cross Blue Shield, Men's Fitness magazine, Men's Health magazine,
Workforce magazine and the United States Olympic Committee. Over
fifty regional, national, and international awards acknowledge his
creative and commercial accomplishments, including the Direct Marketing
Association's International Gold Echo Award, the most respected
distinction in target marketing
Sandra Timmermann, Ed.D., Chair, ASA’s Business Forum on Aging
Dr.
Sandra Timmermann is the Director of the Mature Market Institute
at MetLife. The Institute is MetLife’s information and policy
resource center for issues concerning aging, retirement, long-term
care and the mature market; it provides research, training and education,
consultation and information to support MetLife and its business
partners. Dr. Timmermann is a nationally recognized gerontologist
with over 25 years of experience in the field of aging. Prior to
joining the company in April, 1997, she held senior staff positions
with several national aging organizations including the American
Society on Aging, AARP, and SeniorNet.
Dr. Timmermann
writes the Financial Gerontology column for the Journal of Financial
Service Professionals and is a frequent speaker at conferences
and seminars. She serves on the Boards of Directors of the American
Society on Aging, the Business Forum on Aging (Chairman), the National
Alliance for Caregiving, and the Southwestern Connecticut Agency
on Aging, and is listed in Who's Who in America.
Vicki Thomas, President, Thomas & Partners
Ms. Thomas is a nationally recognized authority on the growing mature market and a highly sought after speaker and seminar leader on topics relating to our aging society. Her marketing firm specializes in packaging and promoting aging advantages for financial institutions and non-profit organizations. Her firm’s rebranding campaign for the National Association of Area Agencies on Aging won the 2001 Gold Award from the Mature Market Media competition and an award of excellence in communications
Thomas also heads the Adopt a Senior Center Program for Council of Senior Centers and Services in New York City, where she developed campaign to encourage New York businesses to share their expertise the 336 senior centers in the greater New York area. Thomas worked with the Philadelphia Corporation on Aging on a two-year project to help bring down the average age of senior center members. She conducts workshops on marketing and fund-raising for Area Agencies on Aging, the National Council on Aging, The American Society on Aging, the National Meals on Wheels Association of America and the New York State Coalition on Aging. She serves on the board of the American Society on Aging and the board of the Southwestern Area Agency on Aging.
Staff
Natalie Egleston
Ms. Egleston has 18 years of global finance experience ranging from venture capital to corporate banking and project finance. She manages a venture advisory practice which advises emerging start-up companies on business formation, strategy and fund-raising. Most recently she was a General Partner with Allegis Capital, a Silicon Valley venture capital fund focused on seed and early stage investments in network infrastructure and enterprise software companies. Prior to Allegis, Ms. Egleston was Vice President of Business Development at MediaOne Ventures, which was acquired by AT&T. She fully established and led a team of professionals making strategic minority equity investments in emerging interactive media and broadband technology companies. Prior to MediaOne Ventures, Natalie was a Director of Corporate Finance at U S WEST/MediaOne where her major accomplishments included structuring and negotiating debt and equity financings for both domestic and international broadband and wireless acquisitions and joint ventures. Before joining U S WEST/MediaOne, Natalie spent 10 years in corporate banking in New York gaining experience in all aspects of general corporate finance. Ms. Egleston has a B.S. from Cornell University.
Marty Silberstein, Principal, MS Marketing Services
With extensive experience in marketing management, Ms. Silberstein has directed the strategy and implementation of integrated marketing programs, major digital initiatives and direct response promotions.
She has worked directly with companies' Fortune 500 clients, including Johnson & Johnson (Tylenol) and Procter & Gamble (Olay, Millstone, Fixodent, Tide, Febreze, Ivory, Cover Girl). Other clients have included Merrill Lynch, Pulse Data HumanWare, The National Council on the Aging, Clorox, the California State Automobile Association, Pillsbury, Cendant, Tropicana and the Ad Council. Her marketing services work experience includes ThirdAge Media and ACP Interactive.
A love of marketing coupled with her personnel background, she also provides strategic personal marketing services, including packaging and work life/career transition coaching. She has published numerous articles in the Mary Furlong & Associates Boomer/Senior Market Report, the American Marketing Association (AMA) and the International Association of Business Communicators (IABC) newsletters. She hosts an online forum, “Creating Meaningful Work - Passions into Practice” on ThirdAge.com.
Donna Valentine, CMP, Vice President, Excel Meetings and Events
Ms. Valentine manages events for venture capital companies, Silicon Valley hi-tech firms and pharmaceutical companies. Her hospitality industry experience includes 13 years representing Westin (Star wood) Hotels & Resorts, including on-property positions at The Westin St. Francis in San Francisco and The Westin Hotel Seattle. As director of global accounts for Star wood, she represented the company's portfolio of domestic and international properties.
She earned the prestigious CMP (Certified Meeting Professional) over ten years ago. She has a degree in Graphic Design and recently completed a Certificate in Marketing from the University of California Berkeley Extension Program. Donna is a member of the Board of Directors of the Business Marketing Association, Northern California Chapter.
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- Visit
www.maryfurlong.com/whatsnext/ for
complete details
- Call
1-800-537-9728 x9675 (8:30 AM-5:00 PM PST)
- Download
the Registration
Form and fax to American Society on Aging,
415-495-6509 or mail to:
American Society on Aging, 833 Market St., Ste. 511, San
Francisco, CA 94103
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