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2024 Investing in Montana Summit

  • AC Hotel by Marriott Bozeman Downtown 110 North Tracy Avenue Bozeman, MT, 59715 United States (map)

What: Summit focused on supporting and promoting business innovation in Montana, hosted by the Montana Commissioner of Securities and Insurance

When: 11:00 a.m. - 5:00 p.m. on Tuesday, June 11th

Where: AC Hotel by Marriott Bozeman Downtown, 110 North Tracy Avenue, Bozeman, MT 59715

WHAT TO EXPECT AT THE EVENT:

Join the Montana Commissioner of Securities and Insurance for an afternoon of learning about investment opportunities in our great state, from angel funds to public companies. You will hear first-hand success stories from Montana companies and develop an understanding of the regulatory framework surrounding capital formation. 

The summit will also focus on raising capital from the business side with information on topics like preparing to raise capital, trademarks, patents, trade secrets, and intellectual property. Tickets cost $50 each.

Register Here

Download Flyer

Guest Speakers:

Keynote Speaker

  • Philip Brittan, CEO/CTO/Innovator/Investor/Advisor and Former VP at Google

Taking on Debt: Accessing Finance for Your Startup 

  • Dr. Jennifer Isern, CFA/CEO, Catalyze Global Impact

Panel - Protecting Your Ideas Throughout the Capital Formation Process

  • Ole Olson, CSI Chief Legal Counsel, Moderator,

  • David Cromwell, Partner, David Wright Tremaine

  • Katie Sullivan, Intellectual Property Attorney, Katherine E. Sullivan, PLLC

  • Antoinette Tease, Patent Attorney, Antoinette M. Tease, PLLC

Agenda

11:00 AM: Registration

12:00 PM: Lunch/Welcome–Commissioner Troy Downing and Keynote–Philip Brittan, Vice President, Google

1:00 PM: Protecting Your Ideas Throughout the Capital Formation Process (CLE pending)

1:45 PM: Taking on Debt: Accessing Finance for Your Startup

2:30 PM: Break

2:45 PM: Small Business and Startup Experiences

3:40 PM: Break

3:50 PM: Capital Connections: personal dialogue with Legal, Securities, Insurance, Accounting, and Banking Professionals

5:00 PM: Closing Remarks

5:15 PM: Sponsors Social Hour

*Subject to change

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June 8

Big Sky Dev Con 2024

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June 12

Scaling Montana 2024 Speaker Series - Mike Cagney of Figure Markets