Mid-Year Capital Outlook 2025

Mid-Year Capital Outlook

Thursday, August 21 | 5:00 PM - 7:00 PM | Morrison Foerster, Palo Alto, CA

The mid-year capital outlook presents a crucial juncture for investors, economists and business leaders as they navigate the ever-evolving financial landscape. Join us as our panel assesses current market trends, evaluates economic indicators, and discusses potential shifts in the global financial markets. They will also share insights into sectors that are likely to thrive or face challenges. 

Panel:

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FATIMA ALAM, Executive Director @ Woodside Capital Partners

Fatima, an Executive Director at Woodside Capital Partners, leverages her 15+ years of experience as a technology executive and M&A advisor with expertise accelerating growth in HR Tech and Cybersecurity, counsels founders and boards on strategic financing and exits. 

Previously, as Head of Product Strategy and M&A at UKG, Fatima closed more than $1.5 billion in acquisitions under H&F, Blackstone, and JMI ownership and led post‑merger integration after the $22 billion H&F‑sponsored combination of Ultimate Software and Kronos. 

She has also negotiated and launched high‑impact product partnerships with Google Cloud, Microsoft Azure, and Salesforce, generating $250 million in new revenue. 

Fatima is also an Advisory Council Member of the Harvard Business Review.

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YVONNE LUTSCH, Investment Director @ Lam Capital

Yvonne joined Lam Capital in October 2024 as Investment Director, bringing over 7 years of venture capital experience from Bosch Ventures, where she led investments in deep tech fields like AI, quantum computing, semiconductors, sensors, and industrial technology. She also has 13+ years of operational experience at Bosch, having served in leadership roles across technology scouting, business development, engineering, and electronics in both mobility as well as consumer electronics . Yvonne holds a PhD in Applied Physics from University of Tuebingen and a Diploma in Experimental Physics from University of Siegen, both Germany.

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WILLIAM OH, SVP, Senior Relationship Manager @ Bank of America

William Oh is a SVP & Senior Relationship Manager within Bank of America’s Global Commercial Banking Group (covering companies with $50MM-$2B in annual sales). Current clients include both public and private Bay Area based companies across a variety of industries (PE, IB, Asset Managers, Law Firms, etc.).

As an 18-year veteran of Bank of America, William is well-versed in a broad range of banking products and services and holds FINRA Series 7 and 63 licenses. William has led US and International coverage teams in the origination of a $1.5B+ agented revolving credit facility. And partnered with the Investment Bank, Leveraged Finance, and Sponsor coverage groups on multiple M&A transactions.

Prior to joining Bank of America, William worked for KPMG in New York and London for 10 years. And graduated from UC Berkeley (MBA) and University of Pennsylvania (BA).

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Vishal Verma is a General Partner at  Edgewood Ventures, LLC (a single family office) and Redwood Collective, LLC (a fund of funds for venture - www.redwoodcollective.net). He is on the Board Directors / Advisors of  Darwin Ventures, Fortinet, Opthealth and Witt Security.

Vishal is a Senior Advisor to Honorable Dick Gephardt and Honorable Secretary Michael Chertoff on their International Strategy. 

Vishal is also the founder of Sidebar Summit a leading networking platform based in Silicon Valley (www.sidebarsummit.com) 

Vishal continues to be an active member of The Chicago Club and The Indus Entrepreneurs.  Vishal is a member of the US India Cyber-security Track 1.5 Dialogue hosted by the Council of Foreign Relations (CFR) and Observer Research Foundation (ORF).

Vishal is passionate about building strong education systems for our future. He is an active member on the Board of Trustees of the University of California at Merced (Merced, California), a member of the Leadership Council at the RFK Foundation and a member of Best Buddies.

While pursuing his MBA at Chicago Booth, Vishal founded the Hyde Park Angels to promote entrepreneurship in the Chicagoland area.  

Moderator:

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SHIRI SHENHAV, Partner Transactions Department and M&A Group @ MoFo

Shiri Shenhav is a partner in the Transactions Department and the Mergers + Acquisitions Group based in Palo Alto. Shiri maintains a corporate transactional practice focusing on mergers and acquisitions and equity investments in the technology industry for public and private companies.

Shiri regularly assists strategic buyers and private equity funds and their portfolio companies in a variety of domestic and cross-border transactions, including deal structuring and mechanics, stock and asset purchases, mergers, divestitures, and spin-offs. Shiri also regularly represents companies with respect to their equity investments, joint ventures, and other strategic transactions, as well as general corporate counseling.

As an accomplished attorney certified in California and in Israel, Shiri has extensive experience representing multinational corporations and funds in cross-border transactions involving Israeli aspects. She also co-leads the firm’s AI M&A Initiative.

Pricing:

• No Charge for ACGSV Members and Sponsors/Guests
• $30 Other ACG Chapter Members
• $80 Non-Members

Cancellation Policy:

Please note that if you cancel your attendance prior to 3 business days ahead of an event, a full refund can be requested. Please notify ACGSV via email to acgsv@acg.org. Unfortunately, any refund requests received within 3 business days of an event cannot be granted. We do not issue credits towards future events.