Speaker

Todd Klein

Managing Director & Chief Investment Officer, SWAN & Legend, LLC

Mr. Klein is a successful private equity investor and author who focuses on identifying, investing in and helping build transformative companies – those that not only succeed but transform their industries, their markets and the world around them. During his career he has been involved in financing over 130 venture and growth stage companies.

In his role at SWaN & Legend, he serves on the boards of Anonymous Content, La Lumiere, China Senior Care and MyOwnMed. He is also a board observer on CustomInk, Optoro, Social Radar, Quad Learning and Think Food Group.

In 2005, he founded and served as managing partner of Legend Ventures, a private investment firm targeting new media and information technology opportunities. Prior to founding Legend, he was a managing director and member of the investment committee of Kinetic Ventures, which he joined in 1994. Earlier in his career, he worked in corporate finance for Salomon Brothers and Chemical Banking Corporation where he completed numerous mergers & acquisitions, restructurings, public and private financings, and leveraged buyouts.

In addition to his private equity activities, he is the author of two books on Transformative Companies: East of Wall Street, a work of business fiction and Built for Change: Essential Traits of Transformative Companies (Praeger Publishing).

Mr. Klein is a frequent speaker on capital formation and entrepreneurship and has appeared on Lou Dobbs and CNN, as well as keynoting Fortune Magazine’s Growth Summit. He is a member of Young Presidents Organization, serving in several leadership roles including chapter chair and chairman of YPO’s largest network, the Deal Network, where he built worldwide membership to over 4,000 CEOs in 105 countries. He is an executive producer of the film “Breakup at a Wedding.”

He received his BBA from the University of Texas and MBA from Harvard Business School.