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Piper Jaffray Technology, Media & Telecommunications Conference March 12-13, 2013 Le Parker Meridien

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Piper Jaffray Technology, Media & Telecommunications Conference March 12-13, 2013 Le Parker Meridien Schedule as of March 8, 2013 Schedule is subject to change Piper Jaffray Technology, Media & Telecommunications Conference March 12-13, 2013 Le Parker Meridien 118 West 57th Street, New York, NY 10019 (pedestrian entrance) - 119 West 56th Street, New York, NY 10019 (vehicle entrance) Tuesday, Track One Track Two Track Three Track Four March 12 Azekka – 3rd Floor Tansa – 3rd Floor Mirus – 3rd Floor Lorica – 2nd Floor 8:00 a.m. Registration and Continental Breakfast Keynote Address: AT&T Inc. (T) – Steve Caniano, Vice President-Hosting, Managed Applications and Cloud 8:30 – 9:00 Solutions – AT&T Business Solutions Track One: Azekka 9:00 – 10:00 Fireside discussion: 9:00 – 10:00 9:00 – 10:00 Cloud-Based Human Resources Moody's Corporation (MCO) Rapid Growth in Real-Time 9:00 – 9:30 State of the Optical Industry Panel Moderator: Peter Appert Bidding (RTB) & Impacts on Panel Cornerstone OnDemand, Inc. Display Ad Market Panel Ciena Corporation (CIEN) (CSOD) Rocket Fuel Inc. (private) EMCORE Corp. (EMKR) The Ultimate Software Group, The Trade Desk, Inc. (private) Oclaro, Inc.St (OCLR) Fireside discussion: Inc. (ULTI) Turn Inc. (private)* 9:30 – 10:00 Moderator: Troy Jensen LinkedIn Corporation (LNKD) Moderator: Mark Murphy Moderator: John Crowther Moderator: Gene Munster 10:00 – 10:45 Fireside discussion: Consumer Applications in 3D ServiceSource International, Inc. 10:00 – 11:00 10:00 – 11:00 10:00 – Printing Panel (SREV) Fiber Panel Cross Media Convergence & Ad 10:30 3D Systems Corporation (DDD) Moderator: Mark Murphy Cogent Communications Group Effectiveness Panel Lux Capital Mgmt (private) Inc. (CCOI) comScore, Inc. (SCOR) MakerBot Industries, LLC Grupo redIT (private) Interpublic Group (IPG)* (private)* Zayo Group Inc. (private) Rentrak Corporation (RENT) Shapeways, Inc. (private)* Moderator: Chris Larsen Moderator: John Crowther Moderator: Troy Jensen Fireside discussion: 10:30 – NetApp, Inc. (NTAP) 11:00 Moderator: Andrew Nowinski Page 1 of 7 PIPER JAFFRAY IS A LEADING INVESTMENT BANK AND ASSET MANAGEMENT FIRM. Founded in 1895, Piper Jaffray Companies is an investment bank and asset management firm headquartered in Minneapolis with offices across the U.S. and in London, Hong Kong* and Zurich. Securities brokerage and investment banking services are offered in the United States through Piper Jaffray & Co., member FINRA, NYSE, and SIPC, and in Europe through Piper Jaffray Ltd, authorised and regulated by the Financial Services Authority. Asset management products and services are offered through three separate investment advisory affiliates registered with the U.S. Securities and Exchange Commission: Advisory Research Inc.; FAMCO, Inc.; and Piper Jaffray Investment Management LLC. © 2012 Piper Jaffray Companies. 800 Nicollet Mall, Minneapolis, Minnesota 55402-7020. * License pending Schedule as of March 8, 2013 Schedule is subject to change Piper Jaffray Technology, Media & Telecommunications Conference March 12-13, 2013 Le Parker Meridien 118 West 57th Street, New York, NY 10019 (pedestrian entrance) - 119 West 56th Street, New York, NY 10019 (vehicle entrance) Tuesday, Track One Track Two Track Three Track Four March 12 Azekka – 3rd Floor Tansa – 3rd Floor Mirus – 3rd Floor Lorica – 2nd Floor 10:45 – 11:30 Accelerating Design Cycles and DDM Applications Panel Arcam AB (ARCM SS) Proto Labs, Inc. (PRLB) 11:00 – 12:00 Stratasys, Inc. (SSYS) Fireside discussion: 11:00 – 12:00 Data Privacy/Do-Not-Track Green Power Panel Debate Panel 11:00 – 11:30 T. A. Grimm & Associates, Inc. Rimini Street, Inc. (private) Moderator: Mark Murphy Alpha and Omega Evidon, Inc. (private) (private)* Semiconductor (AOSL) Power Fmr. FTC Director of Consumer Moderator: Troy Jensen Integrations, Inc. (POWI) Protection (now heads Privacy & Fireside discussion: Volterra Semiconductor Data Security practice at Wilson 11:30 – Cisco Systems, Inc. (CSCO) No company presentation Corporation (VLTR) Sonsini Goodrich & Rosati), 12:00 Moderator: Gus Richard Lydia Parnes Moderator: Troy Jensen Moderator: John Crowther 12:00 Please visit the Azekka Foyer-3rd floor to pick-up a boxed lunch as you transition to the keynote address Conversation with Fred Wilson, Co-Founder & Managing Partner, Union Square Ventures 12:00 – Moderated by Mark Leavitt, Managing Director & Head of TMT Investment Banking, Piper Jaffray & Co. 12:30 Track One: Azekka (audio simulcast in Track Two: Tansa Room) Fireside Discussion: 12:30 – 1:30 Fireside discussion: IPG Photonics Corporation Semiconductor Opportunities in 12:30 – 1:00 12:30 – 1:30 Rackspace Hosting, Inc. (RAX) (IPGP) Communication Infrastructure Social Media, Video, & Mobile Moderator: Chris Larsen Moderator: Jagadish Iyer Panel Advertising 2.0 Panel Anaren, Inc. (ANEN) Iris Mobile Corporation (private) Fireside discussion: Aquantia Corp. (private) MDC Partners Inc. (MDCA) Fireside discussion: Verizon Communications Inc. Exar Corp. (EXAR) 1:00 – 1:30 Millennial Media Inc. (MM) Yelp, Inc. (YELP) (VZ) Isola Group Ltd. (private)* Moderator: John Crowther Moderator: Gene Munster Moderator: Chris Larsen MoSys, Inc. (MOSY) Moderator: Gus Richard Fireside discussion: Fireside discussion: Fireside discussion: Fireside discussion: Freescale Semiconductor, Inc. Internap Network Services Rofin-Sinar Technologies Inc. 1:30 – 2:00 inContact, Inc. (SAAS) (FSL) Corporation (INAP) (RSTI) Moderator: Mark Murphy Moderator: Gus Richard Moderator: Chris Larsen Moderator: Jagadish Iyer Page 2 of 7 PIPER JAFFRAY IS A LEADING INVESTMENT BANK AND ASSET MANAGEMENT FIRM. Founded in 1895, Piper Jaffray Companies is an investment bank and asset management firm headquartered in Minneapolis with offices across the U.S. and in London, Hong Kong* and Zurich. Securities brokerage and investment banking services are offered in the United States through Piper Jaffray & Co., member FINRA, NYSE, and SIPC, and in Europe through Piper Jaffray Ltd, authorised and regulated by the Financial Services Authority. Asset management products and services are offered through three separate investment advisory affiliates registered with the U.S. Securities and Exchange Commission: Advisory Research Inc.; FAMCO, Inc.; and Piper Jaffray Investment Management LLC. © 2012 Piper Jaffray Companies. 800 Nicollet Mall, Minneapolis, Minnesota 55402-7020. * License pending Schedule as of March 8, 2013 Schedule is subject to change Piper Jaffray Technology, Media & Telecommunications Conference March 12-13, 2013 Le Parker Meridien 118 West 57th Street, New York, NY 10019 (pedestrian entrance) - 119 West 56th Street, New York, NY 10019 (vehicle entrance) Tuesday, Track One Track Two Track Three Track Four March 12 Azekka – 3rd Floor Tansa – 3rd Floor Mirus – 3rd Floor Lorica – 2nd Floor Fireside discussion: Fireside discussion: Fireside discussion: Monolithic Power Systems Inc. ASML Holding NV (ASML) 2:00 – 2:30 Equinix Inc. (EQIX) No company presentation (MPWR) Moderator: Jagadish Iyer Moderator: Chris Larsen Moderator: Gus Richard Fireside discussion: Fireside discussion: Fireside discussion: Fireside discussion: Ultra Clean Holdings, Inc. 2:30 – 3:00 SIRIUS XM Radio Inc. (SIRI)* InvenSense, Inc. (INVN) Qlogic Corp. (QLGC) (UCTT) Moderator: James Marsh Moderator: Gus Richard Moderator: Andrew Nowinski Moderator: Jagadish Iyer Software Defined Networking Panel Arista Networks, Inc. (private) Fireside Discussion: 3:00 – 4:00 Fireside discussion: Brocade Communications Coherent Inc. (COHR) Communicating with Customers 3:00 – 3:30 RealD Inc. (RLD) Systems, Inc. (BRCD) Moderator: Jagadish Iyer in the Cloud Moderator: James Marsh Silver Peak Systems, Inc. (private)* LivePerson Inc. (LPSN) Co-Moderators: Troy Jensen & ON24, Inc. (private) Andrew Nowinski Retail Solutions, Inc. (private) Fireside discussion: Online Ad Panel SugarCRM, Inc. (private) Fireside discussion: Nanometrics Incorporated Everyday Health, Inc. (private) Moderator: Mark Murphy 3:30 – 4:00 IMAX Corporation (IMAX) (NANO) Kinetic Social (private) Moderator: James Marsh Moderator: Gus Richard Moderator: Gene Munster Fireside discussion: Fireside discussion: Fireside discussion: Fireside discussion: Fingerprint Cards AB Axcelis Technologies Inc. 4:00 – 4:30 DHX Media Ltd. (DHX CN) Emulex Corporation (ELX) (FINGB SS) (ACLS) Moderator: James Marsh Moderator: Andrew Nowinski Moderator: Gus Richard Moderator: Jagadish Iyer All-Flash Storage Panel Nimbus Data Systems, Inc. Fireside discussion: Fireside discussion: (private) Tessera Technologies Inc. 4:30 – 5:00 eMagin Corp. (EMAN) No company presentation WhipTail Technologies, Inc. (TSRA) Moderator: Jagadish Iyer (private) Moderator: Gus Richard Moderator: Andrew Nowinski Page 3 of 7 PIPER JAFFRAY IS A LEADING INVESTMENT BANK AND ASSET MANAGEMENT FIRM. Founded in 1895, Piper Jaffray Companies is an investment bank and asset management firm headquartered in Minneapolis with offices across the U.S. and in London, Hong Kong* and Zurich. Securities brokerage and investment banking services are offered in the United States through Piper Jaffray & Co., member FINRA, NYSE, and SIPC, and in Europe through Piper Jaffray Ltd, authorised and regulated by the Financial Services Authority. Asset management products and services are offered through three separate investment advisory affiliates registered with the U.S. Securities and Exchange Commission: Advisory Research Inc.; FAMCO, Inc.; and Piper Jaffray Investment Management LLC. © 2012 Piper Jaffray Companies. 800 Nicollet Mall, Minneapolis, Minnesota 55402-7020. * License pending Schedule as of March 8, 2013 Schedule is subject to change
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