July 17th

Keiretsu Forum Sun Valley Meeting

Important Notice Room Change:
Forum will be held in the Sun Room, 2nd Floor in the Sun Valley Lodge overlooking the Ice Rink

Welcome Reception/Dinner Sponsored By:

The Keiretsu Forum Boise/Idaho chapter meeting will be held on Thursday, July 17th at the Sun Valley Lodge in Sun Valley Idaho, ID.

Forum Meeting Time: Thursday, July 17th, 8:00 a.m. - Noon

Location: Sun Room, 2nd Floor, Sun Valley Lodge, Sun Valley, Idaho

Directions: Map and Directions

RSVP: Email Gina Sullivan, Director of Member Services for Keiretsu Forum Northwest at Gina@keiretsuforum.com.

Agenda: We will host a special Keiretsu Forum event in Sun Valley with four presenting companies.

8:00-8:30 a.m. Guest Registration, Coffee & Rolls

8:30-8:40 a.m. Introductions & Forum Introductionis

M. Todd Dean, Northwest Regional President

8:40-9:00 a.m. Keynote Speaker: Kiril Sokoloff

About Kiril Sokoloff: As an investment strategist, Kiril Sokoloff possesses a unique perspective, having been involved in almost every aspect of finance -- from commercial and investment banking and hedge fund management, to commodity and currency trading to venture capital and private equity investment. Sokoloff founded 13D Research, Inc. in 1983, an independent institutional global research firm.

9:00-9:25 a.m. Company Presentation #1
(10-min core presentation + 10 min Q&A)

9:25-9:35 a.m. Forum Introductions

M. Todd Dean, Northwest Regional President

9:35-10:00 a.m. Company Presentation #2

10:00-10:15 a.m. Coffee Break

10:15-10:40 a.m. Company Presentation #3

10:40-11:05 a.m. Forum Introductions

M. Todd Dean, Northwest Regional President

11:05-11:30 a.m. Company Presentation #4

11:30-11:50 a.m. Company Positive and Critiques, Final Company Q&A

11:50-Noon Portfolio Company Updates, Upcoming Events and Closing

Guest Policy & Etiquette: Guests are welcomed and encouraged to attend the Keiretsu Forum. Download Guest Guide Here

However, a guest is either a Future Presenter, and/or an active private equity investor (a potential member).

Guests should not solicit presenting companies and members for business. In order to be mindful to the companies that present later in the day, please plan to stay until the end of the meeting.