Orange County Tech Alliance Hosts Equity and Debt Financing Event for OC Tech Companies

All-Star Lineup of Speakers for May 13 Event at Westin South Coast Plaza

Irvine, California, UNITED STATES

IRVINE, CA--(Marketwired - Apr 30, 2014) - The Orange County Tech Alliance, a non-profit trade association dedicated to fostering growth and innovation in Orange County-based high technology companies and the businesses which support them, invites finance professionals from technology companies throughout Southern California to take full advantage of today's recovering economic momentum to develop solid strategies for funding growth in technology.

The OC Tech Alliance has put together some of the best financial experts in Southern California to present their strategies for maximizing growth today and into the future in an open panel discussion and question and answer session on Tuesday, May 13, at the Westin South Coast Plaza in Costa Mesa, CA from 4:00 p.m. to 7:00 p.m. Attendees will learn about the equity and debt financing alternatives available for technology firms and which might best meet the needs of companies in various stages of growth and development.

The distinguished panel of technology leaders, commercial lenders, investment bankers and legal experts include:

Moderator, Reynolds C. Bish, Chairman of OC Tech Alliance and CEO of Kofax Limited. Kofax is leading global provider of smart process applications for the business critical First Mile™ of customer interactions. The company is publicly listed on NASDAQ and the London Stock Exchange and has its operating headquarters in Irvine. Mr. Bish previously held executive leadership positions in a number of technology companies and has served on the Board of Directors of both private and publicly held firms. In 2003, he was named an Entrepreneur of the Year by Ernst & Young and in 2008, he was named a Director of the Year by the Corporate Directors Forum. 

The Panelists include:

John Shin is a Senior G10 FX Strategist at Bank of America Merrill Lynch, He was previously a G10 FX Strategist at Lehman Brothers and a U.S. economist on its global economics research team. He was also a postdoctoral research fellow at the National Bureau of Economic Research and worked at the Federal Reserve Board in Washington, DC in their macroeconomic and quantitative studies section. He holds a Ph.D. in economics from Harvard University, where he was a National Science Foundation Graduate Research Fellow, and a BA in economics with high distinction from the University of California at Berkeley.

Michael Lowell is a Managing Director of Corporate Finance at B. Riley & Co. He has over two decades of experience in investment banking, financial accounting, business development and operations management. He was previously a Managing Director with the Seidler Companies and a Director with UBS/PaineWebber's technology banking group. In addition, he was an early member of's management team, where he held various executive management positions. Earlier, Mr. Lowell was the Chief Financial Officer of two publicly traded companies, where he was responsible for all corporate and regulatory filings and the successful completion of public offerings on NASDAQ and NYSE. He previously worked for Pacific Diversified Capital, a private equity firm focused on middle market investments.

David J. Enzer is a Managing Director at Roth Capital Partners, where he's responsible for technology financings, mergers and acquisitions in the software, semiconductor, media and convergence sectors. Mr. Enzer was previously a Senior Managing Director and led the technology investment banking effort at Everen Securities, the nation's 10th largest securities firm until it was acquired by Wachovia Securities. He has completed over $2 billion in transactions during his career.

Brian Lowry is a Vice President at Silicon Valley Bank, which has $23 billion in assets, more than 1,600 employees and provides commercial, international and private banking through 34 locations worldwide. Mr. Lowry is responsible for structuring growth capital loans, term loans, and working capital facilities, portfolio management and credit analysis for technology and life science firms in Los Angeles and Orange County.

Michael J. Brown is an attorney and shareholder at Stradling, which has more than 100 attorneys in seven offices throughout California and Nevada offering legal services for corporate transactions, securities and complex business litigation, and tax, intellectual property, employment, real estate, public law and municipal finance needs. Mr. Brown provides corporate counsel to emerging growth companies, venture capital firms, private equity firms and strategic investors that finance them. He represents clients in buying and selling middle-market companies and financing transactions, advising on strategy, structuring transactions, leading negotiations, and guiding transactions to successful closings.

The event is open to OC Tech Alliance members and non-members alike and advanced registration is required:

When: Tuesday, May 13 from 4:00 to 7:00 pm 
Where: Westin South Coast Plaza, 686 Anton Blvd., Costa Mesa


Cost: $75.00 OC Tech Alliance Members, $95.00 for Non-Members.

To join the Orange County High Tech Alliance, send email to membership

About Orange County Technology Alliance
Orange County Technology Alliance is a 501(c)6 nonprofit trade association committed to fast-forwarding the local innovation economy. It is the only technology association addressing the needs of technology companies of all sizes, from small privately held enterprises to large publicly traded entities, based in Orange County, Calif. The alliance serves members through local networking, professional development, state and federal advocacy, savings on business services and industry recognition. To learn more about membership, contact OC Tech Alliance at or visit Follow alliance activities on Twitter at

Contact Information:

Dan Chmielewski
Madison Alexander PR for the OC Tech Alliance