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Mountains, Capital, and Commerce

Join private equity leaders for an invite-only event with equal parts education and outdoor recreation against the mountain backdrop of Bozeman, Montana.

Presented By

Additional Sponsors

Is my firm a good fit?

This event is ideal for firms aiming to build and optimize a portfolio of ecommerce companies and designed as equal parts inspiration, frameworks and networking for making solid investments and exits.

Ready to explore ecommerce portfolio growth opportunities?

This exclusive, invite-only event will showcase the keys for successful investments and exits against the stunning backdrop of Bozeman, Montana.

What can I expect?

This invite-only experience will showcase innovative methods for due diligence from experts, the "gotchas" on ecommerce valuations beyond EBITDA, identifying remarkable CEO leaders and teams, and using AI to predict scaling and exit opportunities.

You’ll also enjoy ample time to explore the best of southwest Montana, from fly fishing to hiking to brewery tou

2023 Keynote Speakers

Peter Fader, PHD

Dr. Peter Fader is a Professor of Marketing at the Wharton School of the University of Pennsylvania, and co-founder of Theta. His expertise centers on the analysis of behavioral data to understand and forecast customer buying behavior.

Dr. Fader co-founded and successfully exited consumer analytics firm Zodiac (acquired by Nike in 2018). He then co-founded Theta and developed Customer-Based Corporate Valuation® (CBCV), a method that uses customer metrics to assess a firm's underlying value. In addition, he has authored three booksand won many awards for his research and teaching accomplishments. Peter's newest book, The Customer-Base Audit, is available now.

Don't miss Dr. Fader's keynote address on innovative methods for due diligence.

Jason Michelotti

Jason Michelotti is a marketing visionary and former Brand Director for YETI. With a rich background spanning various industries, Jason brings a wealth of expertise in brand optimization, loyalty enhancement, and sustainable growth.

As the Founder/CEO of Leal Collective, Jason collaborates with brands to unlock the power of loyalty and drive business expansion. With a proven track record in strategic marketing, customer intelligence, and integrated planning, Jason has been a driving force behind companies' success stories.

Jason will deliver the second keynote address on leveraging brand for value creation.

2023 Conference Agenda

Arrival Day

Accommodations available at AC Hotel
2:00 pm–5:00 pm
Ecommerce Bootcamp for PE Professionals (Optional)
Attendees will leave this session with a strong understanding of how to assess ecommerce fundamentals, operating teams, and headwinds/tailwinds in this dynamic environment.
6:00 pm–9:00 pm
Welcome to Montana Reception
Ponderosa Social Club


Day 1

Theme: Due Diligence

6:30 am–8:30 am
Breakfast at AC Hotel
8:45 am–9:00 am
Welcoming Remarks
9:00 am–10:15 am
Day 1 Keynote - Customer-Based Value Analysis for Investors
Dr. Peter Fader, Professor of Marketing at the Wharton School of the University of Pennsylvania, and co-founder of Theta
10:15 am–10:30 am
10:30 am–10:55 am
Building a Center of Excellence Within Your PE Practice to Maximize Returns Across All PortCos
Lance Owide, General Manager - BigCommerce
11:00 am–11:30 am
Metrics That Matter
11:30 am–12:30 pm
Lunch + Break
12:30 pm–5:00 pm
Choose Your Own Adventure
Fly fishing, guided hike, Museum of the Rockies, or free time to explore Bozeman
6:15 pm
Shuttle to Hardscrabble Ranch
7:00 pm–10:00 pm
Montana Dinner with Wine Pairings


Day 2

Theme:  Value Creation & Exits

6:30 am–8:30 am
Breakfast at AC Hotel
8:45 am–9:00 am
Recap of Day 1 + Intro of Day 2
9:00 am–9:40 am
Day 2 Keynote - Power of Brand to Boost Valuations
Jason Michellotti, Founder - Leal Collective
9:45 am–10:25 am
Maximizing Returns: The Strategic Advantage of Rinse & Repeat Tech Across Private Equity Portfolios [Panel Discussion]
10:30 am–11:00 am
Unlocking the Power of ERP Implementation: A Comprehensive Guide to Its Value and Impact
11:00 am–11:15am
11:15 am–11:45 am
Legal Unplugged: Your Questions Answered, No Fear Required
David Cromwell, Partner - Davis Wright Tremaine
11:45 am–12:15 pm
Steady Growth, Big Impact: Leveraging Micro Adjustments for Improved Retention
Josh Garellek, Co-Founder - Arctic Leaf
12:15 pm–12:30 pm
Closing Remarks
12:30 pm–1:00 pm
1:30 pm–5:00 pm
Choose Your Own Adventure
Golf, rock climbing, biking brewery tour, or free time to explore Bozeman
Sponsored by: NetSuite
7:00 pm–10:00 pm
Farewell Dinner

Use coupon code WELCOME10 for 10% off your first order.


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