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BOZEMAN ROUND-UP 2009 CONFERENCE SUMMARY |
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The Buerk Dale Victor (BDV) team was pleased to host the first ever Round-Up event
in Bozeman, Montana on August 19th and 20th.
This was a unique opportunity to bring together our limited partners, Montana-based companies, service providers, friends and associates to discuss entrepreneurship
and the regional investment landscape.
We would like to thank everyone who was able to attend and give
a special thanks to our supporting partners:
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WELCOME RECEPTION
We kicked off the two-day event on Wednesday, August 19th with a welcome reception co-hosted by D.A. Davidson at the Riverside Country Club for our limited partners, several Montana-based CEOs, strategic partners and special guests.
We were honored to be joined by Senator Max Baucus, Chairman of the U.S. Senate Finance Committee and leader in health care reform efforts. In his remarks, Senator Baucus noted that reform of the health care system will continue momentum through 2009 under a revised Senate Bill, for which he is committed to building consensus. He suspects that financial service reform initiatives will likely be tabled until 2010. We'd like to thank Senator Baucus for his time and open dialogue of these important issues.
Senator Max Baucus at the Round-Up welcome reception. |
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John O'Donnell manages Buerk Dale Victor's Bozeman office and the firm's Rocky Mountain activities.
Bill Johnstone, CEO of D.A. Davidson, welcomed guests and introduced Senator Baucus.
D.A. Davidson co-hosted the Round-Up welcome reception.
Jeremy Neilson, Utah Fund of Funds (Left), with Senator Max Baucus (Right).
(Left to Right): Jim Taylor, Jim Corning, Mark Semmens, Jack Manning, Don Beeman.
(Front): Carroll South.
Hank Ricklefs, Plum Creek Timber Company (Left); Dr. Bill Bloemendahl, Benefis Health Systems (Center); and Ian Davidson, D.A. Davidson (Right).
Dale Vogel, Buerk Dale Victor (Left), with Matt Jones, Montana State
Director of Rural Development (Right).
David Almodovar, Credit Suisse (Right), participated on Thursday's Asset Allocation Panel.
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ALTERNATIVE ASSET ALLOCATION PANEL
The following morning we met with our limited partners to review and discuss Buerk Dale Victor's portfolio companies. That meeting was followed by a panel discussion on Asset Allocation in today's economy, featuring:
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David Almodovar, Vice President of the Credit Suisse Alternative Capital Group
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Carroll South, Executive Director of the Montana Board of Investments
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Bill Whitlow, Senior Vice President of Davidson Investment Advisors
After introductions and a historical overview of each organization, our panelists fielded questions on the impact of the new administration, industry trends, consultant relationships, inflation and current regulatory requirements. Generally, our panelists noted that the long-term ramifications of the market contraction and economic recession have continued to affect investment climate, compounded by concerns over the ongoing global liquidity crisis. For some investors, increased allocations to the alternative asset class have recently emerged as a strategic short-term response to the current challenges and opportunities in today's marketplace.
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LUNCHEON PRESENTATION:
HOW TO BE A GROWTH LEADER
Rob shared the lessons he learned from his three year in-depth study of over 50 exemplary managers in existing organizations and explained the critical leadership factors necessary for building high-growth companies.
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GROWTH INVESTMENT OPPORTUNITIES IN MONTANA
The BDV team wrapped up the conference by meeting with six Montana-based companies to learn about their businesses and discuss growth investment opportunities. It is clear that entrepreneurship is alive and well in the Montana region and we were pleased to spend time with the management teams of these growing companies.
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Once again, we would like to thank our supporting partners, panelists, presenters and all those who attended this memorable two-day event, and encourage all our partners and colleagues to attend similar events hosted by BDV in the future.
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