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.
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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.