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THE RELATIONSHIP INTELLIGENCE CONFERENCE

September 26-27, 2022 | Carmel Valley Ranch
secure your spot

Every deal starts with a relationship. As private capital and investment banking
become more competitive, the ability to create warm introductions, form stronger
connections, and establish relationships becomes more critical. It's now more
important than ever for every deal maker to invest in the quality of their
network and deal flow.

At Campfire—Affinity's inaugural customer conference—we'll explore what it means
to be a part of the leading Relationship Intelligence ecosystem. And how
industry-leading dealmakers use Relationship Intelligence technology to fuel
growth, manage pipelines, and focus on what matters most as the market evolves
beyond 2022.


KEYNOTE SPEAKER

Rick Welts
Former Golden State Warriors Executive - Basketball Hall of Fame

One of the most respected executives in sports and a member of the Basketball
Hall of Fame’s Class of 2018, Rick Welts’ career spanned 46 years in executive
roles with three NBA teams and the NBA League office in New York City. Welts
stepped away from his position as President & Chief Operating Officer of the
Golden State Warriors in June 2021 after 10 seasons with the club, during which
time the team reached the NBA Finals in five consecutive years and won three NBA
championships (2015, 2017, and 2018).


Check out all our speakers



WHY YOU CAN'T MISS THIS

2
Days
300+
dealmakers
12
sessions
16+
speakers

Featuring inspirational and thought-provoking keynotes and several strategy
breakout sessions, attendees will learn from industry leaders, peers, and
Affinity experts on topics like

Navigating relationships through choppy waters
Using data to fuel your relationship pipeline
The importance of relationship intelligence technology in building and managing
your network

Attendees get the opportunity to connect, build executive-level relationships,
and listen to the experiences of their peers, thought leaders, and Affinity
experts around fueling growth, managing relationships, and using technology to
bolster their processes.

secure your spot


SESSIONS TO LOOK FORWARD TO


NAVIGATING THE CHANGING DEAL LANDSCAPE

How can you come out on top in today's economy? Hear from a panel of investment
firms about how they're thinking about deal-making with portfolio companies




BEST PRACTICES ON RELATIONSHIP INTELLIGENCE FOR DEALMAKING

Hear from a panel of investors on how they use Relationship Intelligence
technology to build, nurture and tap into their relationship networks




FOUNDERS FORUM

A lot has changed within the last year. Hear what founders are thinking about
and how they look to engage with investors?




DATA-DRIVEN SOURCING

Learn how you can use data about companies and CRM workflow analytics to source
more quality opportunities









AGENDA

sunday, sept 25
day Zero
4:00 PM
Check in
5:30 - 700 PM
Welcome reception and badge pickup 
Vineyard Lawn
monday, sept 26
day one
7:30 AM - 8:30 AM
Breakfast and badge pick up
Carmel Valley Ranch reception; Redwood Terrace
8:30 AM - 9:15 AM
Welcome & CEO Keynote
Redwood Room
9:15 AM - 9:20 AM
Transition
9:20 AM - 9:50 AM
Panel: Navigating the changing deal landscape to gear up for 2023 and beyond
Redwood Room
9:50 AM - 10:10 AM
Coffee
Partner Lodge (Oak Room A)
10:10 AM - 10:55 AM
Breakout session: Data-driven sourcing 
Redwood Room
Break out session: How your tech stack gives you a competitive edge
Oak Room B
10:55 AM - 11:00 AM
Transition
11:00 AM - 11:45 AM
Panel: Founders forum 
Redwood Room
11:45 AM - 12:45 PM
Lunch and networking
Redwood Terrace
12:45 PM - 1:30 PM
Break out session: Relationship intelligence in the tools you use everyday
Oak Room B
Break out session: Unlock more potential: Savvy usage tips from an Affinity
super user
Redwood Terrace
1:30 PM - 1:35 PM
Transition
1:35 PM - 2:20 PM
Guest Keynote with Rick Welts: Intentional leadership
Redwood Room
2:30 PM
Close
3:00 PM
Activities
7:00 PM
Dinner
Carmel Valley Ranch Clubhouse
tuesday, sept 27
day two
7:30 AM - 8:30 AM
Breakfast
Redwood Terrace
8:30 AM - 9:15 AM
Panel: Best practices on Relationship Intelligence for Dealmaking
Redwood Room
9:15 AM - 9:20 AM
Transition
9:20 AM - 9:50 AM
Product Keynote ft. Dealroom
Redwood Room
9:50 AM - 10:10 AM
Coffee
10:10 AM - 11:00 AM
Fireside chat: How ESG is influencing the future of Venture Capital
Redwood Room
11:00 AM - 12:00 PM
Grab & Go Lunch
Redwood Terrace
12:00 pm
Close


CONFERENCE SPEAKERS

Ray Zhou
CEO & Co-Founder, Affinity
Ray Zhou
CEO & Co-Founder

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cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Shubham Goel
CEO & Co-Founder, Affinity
Shubham Goel
CEO & Co-Founder

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interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo
cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Kelemen Papp
Managing Director, Alantra
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Rudy Burger
Managing Partner, Woodside Capital Partners
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Gleb Polyakov
CEO, Nylas
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Amir Movafaghi
CEO, Mixpanel
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Brian Smiga
Co-Founding Partner, Alpha Partners
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Ivan Lopez
Partner and Head of Platform, Antler
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Casey Rovinelli
Growth Director, Omers Ventures
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Eugene Lee
Partner, Omers Ventures
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Kevin Zhang
Partner, Bain Capital Ventures
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Maleka Momand
CEO, Esper
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Phil James
Investor, Tidemark
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Agnieszka Szefer
Director of Data Science, Bain Capital Ventures
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Rachel Feely-Kohl
Vice President, Community & Platform at F-Prime Capital
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Yoram Wijngaarde
Founder and CEO, Dealroom.co
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Kristen Talman
CFO , Morning Brew
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Margaret Luna
Head of Platform and Marketing, Next Play Capital
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Nicholas Kim
Associate, Vestigo Ventures
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Chad Harding
Managing Partner, PEAK Technology Partners
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Christina Gilbert
CEO, OneSchema
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Paul Ross
SVP, Marketing, Affinity
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Reanesh Kanaganayagam
Product Marketing Manager, Affinity
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

Megan Coxe
Manager, Customer Success, Affinity
Megan Coxe
Manager, Customer Success

Megan leads our East Customer Success team and brings with her extensive
experience working with private equity, venture capital, and investment banking
firms.

Andy Bryson
SVP, Product, Affinity
Andy Bryson
SVP, Product

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interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo
cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Brian Cloughley
SVP, Customer Success and Revenue Expansion, Affinity
Brian Cloughley
SVP of Product

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in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor
interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo
cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Alex Milbert
Senior Solutions Engineer, Affinity
Alex Milbert
Senior Solutions Engineer

With a strong background both in software development and sales, Alex brings a
sharp perspective on how organizational systems can best work with one another.

Steve Responte
Director, Customer Success, Affinity
Steve Responte
Director, Customer Success

Steve works with our largest and most successful customers, bringing a wealth of
knowledge on how the industry's most successful organizations manage their
pipelines and the processes that deliver results.

Brook Lane
Director, Product Management, Affinity
Brook Lane
Director, Product Management

Brook is a seasoned Product leader that is leading our Phase 2 initiative,
bringing features like the Affinity Zoom App and Email Extension to life.

More speakers coming soon...
Conference Location


SWEET LOCATION

Carmel Valley Ranch provides an unparalleled setting to escape from the
day-to-day and refresh perspectives as we look ahead to next year's priorities.

In person attendees can take advantage of curated activities like golf, yoga,
bike riding, beekeeping, horseback riding, wine tasting, and more. Virtual
attendees can get access to all speaking sessions, virtual networking
opportunities, and a virtual exhibition lounge. For those interested in
attending in-person, you’re welcome to book a room reservation on the Carmel
Valley Ranch website by August 26 using this reservations link.


secure your spot
Golf
Bike riding
Beekeeping
Horseback riding
Wine tasting
Yoga



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