The Saratoga Forum
The Saratoga Forum

Upstate Capital Annual Event

The Saratoga Forum

WHEN: July 23 & 24, 2025

WHERE: Saratoga Hilton + Spa Veranda Suites, Saratoga Race Course

Speakers:

The Saratoga Forum, Andrew Fore
The Saratoga Forum, Rodney Reisdorf
The Saratoga Forum, JBK
The Saratoga Forum, Alex McClean
The Saratoga Forum, Steve
The Saratoga Forum, Rob Anstey
The Saratoga Forum, Tim Hoffman
The Saratoga Forum, Dan Pickett
The Saratoga Forum
The Saratoga Forum, Hugh Johnson

Network, Learn + Connect in the Heart of Saratoga


Join deal makers, investors, and professionals from across New York’s investment community for two days of networking, strategic content and relationship-building in a world-class destination. This event blends over a decade of tradition with insightful panels and meaningful conversations at the historic Saratoga racetrack.

REGISTRATION


SPONSORSHIP OPPORTUNITY


Be a part of The Saratoga Forum by sponsoring the event. Showcase your brand to leaders in the VC and PE community.

EVENT SPONSORS


HOTEL ROOM BLOCK


Book your room before June 7 to receive the special rate.

The Saratoga Hilton

Jul 22, 2025 to Jul 25, 2025

Room Rates

Run of House (One King/Two Doubles) – $399
Junior Suite (One King) – $499
Luxury Suite (One King) – $599

AGENDA


Agenda subject to change.

Wednesday, July 23, 2025 – The Saratoga Hilton

12:30 PM

Registration + Lunch
  • Networking and lunch buffet served
  • Open to all attendees
  • Location: Main Lobby

12:30 – 2:30 PM

Lunch

  • Location: The Gallery at the Saratoga Hilton

12:30 – 1:30 PM

VC Lunch

  • Invite-only lunch for 20–30 venture capitalists
  • Sponsored by Nixon Peabody
  • Location: Phila Meeting Room

1:30 – 2:30 PM

Guided Walking Tour of Downtown Saratoga

1:30 PM

Upstate Capital Board of Directors Meeting

  • For Upstate Capital Board Members
  • Location: Broadway 4

3:00 PM

Opening Remarks

  • David Brown, Chair, Upstate Capital Board
  • Shelby Schneider, CEO & President, Upstate Capital
  • Location: Broadway 1-3

3:10 PM

Building Successful Startup Ecosystems
  • Andrew Ackerman, Strategic Advisor & Head of REACH Labs for Second Century Ventures
  • Location: Broadway 1-3

4:00 PM

TEDx-Style Talk: “Engineering the Exit”
  • Rodney Reisdorf, Founder, Verivend (an iAltA company)
  • Lessons from a successful Upstate NY fintech exit: product-market fit, raising capital, strategic positioning and acquisition
  • Location: Broadway 1-3

5:00 PM

Break & Walk to Brewery

5:30 PM

Networking Reception

7:00 PM

Hospitality Dinners
  • Dine-around at restaurants in Saratoga

Thursday, July 24, 2025 – The Saratoga Hilton & Saratoga Race Course

8:00 AM

Breakfast + Networking
  • Buffet breakfast and networking rounds
  • Location: The Gallery at the Saratoga Hilton

9:00 AM

Keynote

  • Dr. John King, Chancellor of the State University of New York
  • Location: Broadway 1-3

9:45 – 10:45 AM

Panel Discussion: “The Evolving Landscape of CleanTech Investment in New York”
  • Moderator: Alexander R. McClean, Partner, Harter Secrest & Emery LLP
  • Panelists: Stephen Bravo (NYSERDA), Rob Anstey (CEO, GDI)
  • Location: Broadway 1-3

Description:

As New York leads the charge toward a sustainable future, innovation in clean technology is driving transformation across industries. This timely panel explores where the future of Clean Tech is heading, both from a technology commercialization and investment perspective. Join us for an in-depth conversation featuring:

  • Rob Anstey, CEO and Co-Founder of GDI, who will share insights into the company’s recent $10 million investment in advanced battery technology—a key enabler of renewable energy adoption and electric mobility.
  • Stephen Bravo, Director of Product and Commercialization at NYSERDA, who will provide a statewide perspective on how public-private partnerships and innovation programs are accelerating the deployment of Clean Tech solutions.
  • Tim Hoffman of Columbia Tech Ventures, who will offer crucial insight into the investment landscape, capital flows, and how investor priorities are shifting amid climate mandates, new technologies, and evolving regulatory frameworks.

The discussion will be moderated by Alex McClean from Harter Secrest & Emery, who brings a legal and policy lens to Clean Tech commercialization and investment.

Key Topics Include:

  • Emerging trends in battery and storage technology
  • Funding pathways for Clean Tech startups
  • New York State’s strategic priorities for decarbonization
  • Challenges and opportunities for Clean Tech founders and investors

Whether you’re an entrepreneur, investor, policymaker, or technologist, this session will provide a forward-looking view into how Clean Tech is shaping the future—and how you can be part of it.

10:50 – 11:35 AM

Fireside Chat
  • Featuring Dan Pickett, CEO, aptihealth and Heidi Knoblauch, Plumb Ventures
  • Reflections on growing startups in Upstate NY and regional innovation
  • Location: Broadway 1-3

12:00 PM

Depart for Saratoga Race Course
  • Personal transportation to Spa Veranda Suites

12:30 PM

Trackside Networking

12:30 PM

State of the Economy
  • Featuring Hugh Johnson, Greypoint

1:30 PM

Handicapping Session

Highlights from The Saratoga Forum 2024


Event Features

Abe Sultan

Nuvalence

Abe Sultan on building useful AI tools for business.

David Holmes

SpikedSeltzer

David Holmes on building beverage businesses and exiting to AB InBev.

Todd Kletter

WP Strategic Holdings

Todd Kletter on acquiring a 200+ year-old American brand, Crane Stationery.

Saratoga Social

July 17th

Networking with entrepreneurs and ecosystem professionals.

Day at the Races

July 18th

Enjoy the afternoon exploring the historic Saratoga racetrack.

Who Will Be There?

Investors: Venture investors, private equity investors, limited partners, angel investors, and family office investors

Deal Makers: M&A professionals, attorneys, accountants, investment bankers, and business professionals who support the investment community

THANK YOU TO OUR ANNUAL SPONSORS

BACKGROUND

Since 2003, the Upstate Capital Association of New York has connected the investment community, advancing the mission of increasing access to capital for companies and deal flow for investors across New York State. Upstate Capital hosts events regularly throughout the state for investors, transaction professionals, entrepreneurs, and company executives and maintains a robust regional membership network.