Ascend LEAD Series
Take Calculated Risks and Move Out of the Comfort Zone
Date: March 14, 2012 (Wednesday)
Time: 6:00 - 9:00pm
1 hour of Panel
15 minutes of Q&A
1 hour of Mentoring Circles
Venue: 1st Floor, Conference Center,
215 Fremont Street, San Francisco
Fees: Ascend members $15
Moderator: Jerry Iwata, Senior VP, Head of Life Science Practice, Wells Fargo
Jerry is the Head of Life Science Practice for Wells Fargo Bank. He recently joined Wells Fargo Bank to
build Life Science Practice and create a
leadership position nationally in Life Sciences.
Previously, Jerry was at Comerica Bank/Imperial Bank for 10 years in
their Venture Capital Group and head of the Life Science practice in Northern
California for past 5 years. Prior to
Comerica, he worked 9 years at Union Bank in various relationship management
roles working with traditional businesses, Asian multinational companies, and
various verticals in the high tech industry.
Jerry is active on a number of non-profit
boards and committees and currently includes American Diabetes Association, Bay
Bio Institute, and Ascend. He also co-founded Camp Entrepreneur at UCSF’s
Mission Bay Campus, which helps students, doctors, and researchers to becoming
entrepreneurs. Jerry holds a B.A in
Economics from San Francisco State and M.B.A from San Diego State University.
Loh, Vice President, Digital Marketing, Charles Schwab
As Vice President of Digital Marketing at Charles Schwab,
Helen Loh is responsible for digital content and marketing strategy across
Schwab’s proprietary websites. Under Helen’s leadership, Schwab has
introduced innovations to personalize the web experience, deepen client
relationships and bring to life Schwab’s brand value of advocacy.
Helen has over 20 years of marketing experience across
diverse industries, including consumer brand management at Clorox and a
successful track record of building new brands at technology startups.
Helen earned a bachelor’s degree and a MBA degree from
Klaassen, Vice President, Associate General Counsel, Charles Schwab
Mai joined Schwab in May 2007 as a Director in
the Office of Corporate Counsel’s litigation, arbitration and regulatory enforcement group. She was appointed
Vice President, Associate General Counsel in June 2011, and currently handles
civil and complex litigation.
Her responsibilities include implementing
effective litigation and dispute resolution strategies when prosecuting or
defending matters before federal and state courts, FINRA, and other dispute
resolution tribunals. Mai also provides
guidance to business partners with respect to federal and state securities
laws, FINRA and SEC rules, and applicable regulations as they relate to risk
management or business initiatives. She
has handled numerous arbitrations and regulatory enforcement matters and has
significant experience enforcing employment agreements, including
non-solicitation and non-disclosure agreements.
Mai is admitted to practice in California State
and all federal courts, as well as the Ninth Circuit. She holds a Bachelor of Arts in
Communications and Japanese Studies from the University of California, San
Diego, and obtained her JD from the University of San Diego School of Law. Mai is an active volunteer with the Bay Area
Chapter of the Leukemia & Lymphoma Society.
Kwok, Vice President of Marketing, SunTech Power
Based in San Francisco, Wei-Tai is Suntech America’s Vice
President of Marketing, with regional responsibility for the United States,
Canada and Latin America. He served two years as head of global marketing with
responsibility for corporate marketing, product marketing, advertising, public
relations and brand development. He was also the US executive in charge of
setting up Suntech’s 50MW solar module manufacturing facility in Goodyear,
Previously he spent 20 years in advertising and internet
marketing, most recently at Isobar, a digital consultancy and wholly-owned
subsidiary of Aegis Group PLC. Prior to
Isobar, Wei-Tai was a Managing Director at Ion Global, a Chinadotcom ebusiness
consultancy, and was also CEO of DAE Advertising, a full service Asian American
advertising agency which he helped start in 1990.
Wei-Tai has been interested in energy and environmental
issues ever since early in his career when he worked for MHB Technical
Associates, the Silicon Valley nuclear power consulting firm founded by three
whistle-blowing engineers whose defection from GE Nuclear in 1976 galvanized
anti-nuclear groups across the country.
Recently, he helped to establish the nonprofit US-China Green Energy
Council. Wei-Tai is also currently chairman of The 1990 Institute, a US-based,
action oriented non-profit focused on poverty alleviation and environmental
sustainability in China.
Originally from the Washington DC area, Wei-Tai lives in Lafayette, California,
with his wife and two children. He
received his B.A. in Economics and Political Science from Yale University, and
also studied at Fudan University in Shanghai.
N. Pan, Managing Director - Client Services, Mt. Eden Investment Advisor
Sandra currently is the Executive Director at Mt. Eden Investment
Advisor, a premier independent investment advisory firm headquartered in San
Francisco. As Head of Client Services, Sandra is in
charge of ensuring the quality and consistency of the Mt. Eden client’s service
and reporting experience. She also runs the Marketing Communications efforts of
the firm. Additionally, she serves on the Executive Committee and as Director
of the San Francisco office. Sandra acts as a Senior Investment Advisor on
certain account relationships as well.
Sandra joined Mt. Eden in 2010 with 32 years of banking,
investment and wealth advisory experience. She was previously the Senior
Managing Director at First Republic Wealth Advisors working in the Family
Wealth group. Before that Sandra was
Senior Vice President, a member of the inaugural team that started U.S. Trust
in San Francisco. Sandra started her career in the
financial industry as an analyst at Wells Fargo Bank. Before that, she was an Assistant Buyer at
Bullock Northern California.
Sandra holds a Bachelor of Science degree from UCLA as
well as the CTFA (Certified Trust and Financial Advisor) and CIMA (Certified
Investment Management Analyst) designations.
is risky. Every action holds the potential for success or failure.
Unfortunately, many people are scared of taking any kind of risk because we
have been conditioned our whole lives to stay in our comfort zone, to follow
everyone else’s lead.
of us grew up hearing messages such as "play it safe,” "that’s not realistic,”
or "why would you want to risk that?” That route may give you a false sense of
security but it will never lead to true success. Sitting back and doing nothing
is the greatest risk of all. Risks do
make us feel weary and on the edge, but they can yield large rewards when they
are calculated and well executed.
this panel, you will learn the keys to taking calculated risks, how to do it
well, and avoid risk-taking faux pas.