Presenting Company Profiles - Imperial Capital Consumer Summit

Transcription

2015 Consumer Summit
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Welcome to the 7th Annual Imperial Capital Consumer Summit
Imperial Capital is pleased to host the 7th Annual Consumer Summit at the beautiful Loews Santa Monica Beach Resort.
We have assembled a full day for you that includes presentations from leading branded consumer companies, rich
industry content and analysis, and the opportunity to interact with an impressive group of consumer-oriented senior
executives, private equity professionals and institutional lenders.
This year’s program kicks off with our breakfast speaker, Bruce Cohen, from the global management consulting firm
of Kurt Salmon. Bruce is a seasoned retail and consumer goods expert who will be discussing the seismic shifts in
consumer behaviors that are reshaping how consumers shop, brands engage, and retailers sell. Our keynote lunch
discussion features two dynamic and influential consumer products executives - Scott Olivet, Operating Partner of
Altamont Capital Partners and Chief Executive Officer of Renegade Brands Inc., and Jeff Kearl, Co-Founder, Chairman
and Chief Executive Officer of Stance. Scott and Jeff have led several consumer brands across a variety of sectors to
incredible success and have a track record of establishing strong lifestyle brands that deeply resonate with consumers.
They will discuss a variety of topics impacting consumer businesses today, including establishing brand authenticity,
managing channel conflict, operating a multi-brand platform and partnering with private equity.
As you plan out your day, please take full advantage of what the Summit has to offer by reading through the information
in this packet and participating in the presentations and networking events. A full itinerary for the day is included, along
with company descriptions and additional information that will be helpful to you.
While all of you contribute to the success of this event, we would like to extend a special thank you to our sponsors,
speakers and presenting companies for supporting this year’s Consumer Summit.
Enjoy the show!
The Imperial Capital Consumer Investment Banking Team
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May 12
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Santa Monica, CA
Summit Schedule
Palisades A/B
Time
7:00 am
8:00 - 9:00 am
Registration Opens - Arcadia Foyer
Breakfast & Keynote Speaker - Arcadia A/B
9:00 am
9:30 am
10:00 am
10:30 am
B A R R E• YO G A •S PA
11:00 am
Where body meets mind
11:30 am
12:00 - 1:30 pm
Luncheon & Keynote Discussion - Arcadia A/B
1:30 pm
2:00 pm
2:30 pm
3:00 pm
3:30 pm
4:00 pm
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Closing Cocktail Reception - Lower Pool Deck
Palisades C/D
Arcadia E/F
May 12
About Imperial Capital
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Santa Monica, CA
Overview
Imperial Capital, founded in 1997, is a full-service investment bank offering a uniquely integrated platform of comprehensive
services to institutional investors and middle market companies. We offer sophisticated sales and trading services to institutional
investors and a wide range of investment banking advisory, capital markets and restructuring services to middle market corporate
clients. We also provide proprietary research across an issuer’s capital structure, including bank debt, debt securities, hybrid
securities, preferred and common equity and special situations claims. Our comprehensive and integrated service platform,
expertise across the full capital structure, and deep industry sector knowledge enables us to provide clients with superior advisory
services, capital markets insight, investment ideas and trade execution. We are quick to identify opportunities under any market
conditions and we have a proven track record of offering creative, proprietary solutions to our clients.
Imperial Capital’s market expertise and research coverage include the following sectors: Aerospace, Defense & Government
Services, Airlines & Transportation, Business Services, Consumer, Energy (Clean & Traditional), Financial Services, General
Industrials, Healthcare, Media & Entertainment, Real Estate, Lodging & Leisure, Security & Homeland Security, and Technology &
Telecom.
Imperial Capital has three principal businesses: Investment Banking, Institutional Sales & Trading and Institutional Research.
Investment Banking
Our investment banking team is dedicated to advising on and implementing creative, value enhancing solutions for our corporate
and institutional investor clients.
Highly specialized talent and services
Key services: Debt and Equity Financings, M&A Advisory, Restructuring Advisory
Broad expertise with middle market companies
Ability to leverage sales & trading expertise into investment banking opportunities
Capital Markets Overview
Ability to raise funds across the capital structure:
• Senior Secured Debt
• High Yield Debt
• Second Lien Debt
• Hybrid Debt/Equity Securities
• Convertible Debt
• Preferred Equity
• Mezzanine and Subordinated Debt
• Common Equity
Significant experience in volatile markets
• Transactions ranging from $10 million to $500 million
Experts at monetizing illiquid assets such as trade claims
Mergers & Acquisitions Overview
Strong buy-side and sell-side M&A advisory services
Expertise in strategic acquisition of companies through purchase of their debt
Ability to provide/arrange acquisition financing for buyers even in tough markets
Transactions ranging from $25 million to $1 billion
Board advisory/Strategic alternatives
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Santa Monica, CA
About Imperial Capital
Restructuring Advisory Overview
In and out of court advisory engagements
Relationships with lenders, creditors, financial sponsors and insolvency experts
Extensive capital markets distribution capabilities, including DIP and rescue financings
Experts in valuation and contested situations
Post reorganization securities coverage
Expert witness testimony
Integration of valuation and monetization of trade claims
Institutional Sales & Trading
Our sales and trading professionals meet the demand for a new, integrated trading model. We specialize in understanding and
transacting in all components of an issuer’s capital structure. We have an experienced sales force that markets opportunistic and
real-time trading opportunities based on our proprietary research. Our goal is superior execution for our institutional investor
clients, particularly where we can capitalize on market inefficiencies and other unique opportunities identified by our research.
Ability to trade across the corporate capital structure:
• First and Second Lien Bank Debt
• Convertible Bonds
• Common Stock
• Investment Grade Bonds
• Convertible Preferred Stock
• Trade Claims
• High Yield Bonds
• Preferred Stock
• Options and Warrants
Corporate debt repurchase advisory services
Significant capabilities in illiquid issues
Additional focus on micro-cap, small cap and orphaned equities
Institutional Research
Imperial Capital’s research is differentiated by its integrated approach across an issuer’s entire capital structure. In contrast to the
traditional fixed income and equity model, our emphasis is on relative values throughout the capital structure within industries
where we have deep expertise. We provide proprietary investment analyses in fixed income, convertibles and busted convertibles,
equity and preferred stock including:
• Bank Debt
• High Yield Debt
• Second Lien Debt
• Hybrid Debt/Equity Securities
• Convertible Debt
• Preferred Equity
• Mezzanine & Subordinated Debt
• Common Equity
We have extensive experience understanding complex capital structures and special situations such as bankruptcies and
restructurings. We deliver timely research and analysis to our clients. In addition to providing recommendations on specific
securities and event driven opportunities, we also provide valuable insight into important industry trends. We accomplish this
through three distinct research operations: Capital Structure Analysis, Desk Analysis and Industry Analysis.
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May 12
Select Consumer Transactions
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Santa Monica, CA
Recent Consumer Transactions
Since the 2014 Summit, the Imperial Capital Consumer Group has had its most active and successful year, building on its track
record of advisory for premium lifestyle brands through the execution of a range of M&A and financing transactions as highlighted
below:
Debt Financing
M&A Advisory
M&A Advisory
M&A Advisory
APRIL 2015
APRIL 2015
MARCH 2015
DECEMBER 2014
DECEMBER 2014
M&A Advisory
M&A Advisory
M&A Advisory
DECEMBER 2014
M&A Advisory
M&A Advisory
JULY 2014
JUNE 2014
OCTOBER 2014
High Yield Financing
MAY 2014
Prior Select Consumer Transactions
M&A ADVISORY
$130,000,000
DEBT FINANCING
M&A ADVISORY
M&A ADVISORY
$115,000,000
DEBT FINANCING
M&A ADVISORY
M&A ADVISORY
M&A ADVISORY
M&A ADVISORY
DEBT FINANCING
M&A ADVISORY
EQUITY CAPITAL RAISE
M&A ADVISORY
M&A ADVISORY
M&A ADVISORY
M&A ADVISORY
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Santa Monica, CA
Financing Capabilities
Imperial Capital’s Consumer Team, working closely with our Capital Markets group, is a leading provider of creative financing
solutions for middle market consumer companies.
Imperial Capital is one of the leading placement agents on Wall Street for middle market high yield issuances, having raised
over $4 billion in capital since 2011.
Through our sales & trading platform which covers over 1,200 institutional accounts, we are also uniquely qualified to assist
companies seeking stretch senior, second lien and mezzanine loans.
In addition, through our deep relationships with consumer-focused strategic investors, private equity firms, venture capital
firms and family offices we are able to assist emerging consumer companies looking for growth capital.
Recent Middle Market High Yield Issuances
$1,450,000,000
DEBT FINANCING
$375,000,000
DEBT FINANCING
$125,000,000
DEBT FINANCING
$200,000,000
DEBT FINANCING
$130,000,000
DEBT FINANCING
$790,000,000
DEBT FINANCING
$230,000,000
DEBT FINANCING
$125,000,000
DEBT FINANCING
£115,000,000
DEBT FINANCING
$130,000,000
DEBT FINANCING
$460,000,000
DEBT FINANCING
$115,000,000
DEBT FINANCING
DEBT FINANCING
MEZZANINE & EQUITY
FINANCING
Private Debt and Growth Equity Issuances
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DEBT FINANCING
DEBT FINANCING
DEBT FINANCING
DEBT FINANCING
FINANCING
DEBT FINANCING
May 12
Imperial Capital Consumer Team
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Santa Monica, CA
Investment Banking Group
Jim D’Aquila, Managing Director
Office: (612) 692-6913 | [email protected]
Jim D’Aquila is a Managing Director in the Consumer Investment Banking Group of Imperial Capital,
based in the Minneapolis office. Jim has over 33 years of providing a broad range of investment banking
transactions including mergers & acquisitions and capital formation transactions in the Consumer
sectors. Prior to joining Imperial Capital, Jim was founder and CEO of The Mercanti Group, an advisory
firm which was acquired by Imperial Capital in December 2009. Prior to Mercanti, Jim worked for Credit
Suisse First Boston, Donaldson, Lufkin and Jenrette (DLJ), Dain Rauscher, Aurora Capital (formerly WSGP),
Drexel Burnham, and E.F. Hutton. Jim received a B.A. in Accounting and Business Administration from
the University of Notre Dame. Jim is a member of the Advisory Council of the College of Veterinarian
Medicine, University of Minnesota and he is on the Advisory Committee for the Range Mental Health
Center. Jim is also a Board member of the Polaroid Corporation and the Development Committee of the
International Center of Photography.
Brian Little, Managing Director
Brian Little is a Managing Director in the Consumer Investment Banking Group of Imperial Capital, based
in the Los Angeles office. Brian has more than 14 years of experience advising middle market clients
on mergers and acquisitions, private placements of debt and equity capital, and special situations with
a particular emphasis in Lifestyle Brands within the broader Consumer sector. Brian joined Imperial
Capital in 2014 after spending seven years with FocalPoint Partners, a middle market investment bank in
Los Angeles, where he helped to build out the firm’s Consumer practice. Prior to this, Brian spent over six
years working for U.S. Bank and Union Bank of California. Brian earned both a B.S. and an MBA with an
emphasis in Corporate Finance from the University of Southern California’s Marshall School of Business.
He is also a Chartered Financial Analyst (CFA) Charterholder. Brian is an active board member with both
TPC and Marshall Partners, and is a mentor in USC’s Career Advantage Program.
Christy Glass Lowe, Managing Director
Christy Glass Lowe is a Managing Director in the Consumer Investment Banking Group of Imperial
Capital, based in the Los Angeles office. Christy has more than 20 years of consumer investment
banking experience. Christy joined Imperial Capital in 2007 as part of the firm’s acquisition of USBX Inc.,
an investment banking firm focused on mergers and acquisitions. She was a Managing Director and
founding partner of USBX, heading up the Consumer Group. Before USBX, Christy worked at Goldman,
Sachs & Co., primarily focused in the consumer products arena. Prior to this, Christy worked with the
private equity firm McCown De Leeuw, focusing on consolidation plays and add-on acquisitions in
various industries. Christy earned her MBA from Stanford Business School and a B.S. in Finance from
the Wharton School of Business. Christy is also a member of the Board of Beautycounter.
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Santa Monica, CA
Brian Wood, Managing Director
Brian Wood is a Managing Director in the Consumer Investment Banking Group of Imperial Capital,
based in the Los Angeles office. Brian has over 15 years of providing a broad range of corporate finance
advisory services including mergers and acquisitions, private and public capital raising, debt private
placements, high yield and strategic advisory. Prior to joining Imperial Capital, Brian was a Managing
Director at The Mercanti Group, a M&A and capital markets advisory firm exclusively focused on the
Branded Consumer sector. Before Mercanti, he worked for Seidler Capital where he focused on Branded
Consumer companies with a particular specialization in the Health, Wellness & Fitness category. Brian
received a BA in Business Administration from the University of Notre Dame and an MBA from Georgetown
University. Brian is a member of the Board of Directors of Vitamin Angels, a non-profit organization
providing life-saving and life-changing nutritional supplements to at-risk populations around the world.
Eric Groman, Senior Vice President
Eric Groman is a Senior Vice President in the Consumer Investment Banking Group of Imperial Capital,
based in the Los Angeles office. Eric brings more than 10 years of investment banking experience,
having advised clients across a range of sell-side and buy-side M&A transactions, equity and debt
private placements, and other strategic advisory engagements. Eric’s primary focus is in the Health
& Wellness category, where he has worked with companies across the nutrition, food and beverage,
natural products, fitness, and specialty retail segments of the market. Prior to joining Imperial in 2009,
Eric was a Principal at the Mercanti Group, a consumer-focused advisory firm in Los Angeles. Eric began
his investment banking career in the Mergers & Acquisitions groups at CIBC World Markets and in the
corporate finance group of Seidler Capital. Eric graduated cum laude from Harvard University where he
received a BA in Economics.
Adeel Ahmad, Vice President
Adeel Ahmad is a Vice President in the Consumer Investment Banking Group of Imperial Capital, based
in the Minneapolis office. Adeel focuses exclusively on the Consumer sector and works with a wide
range of clients including private and public companies, private equity funds and family offices. Prior
to joining Imperial Capital in 2009, Adeel was an analyst at The Mercanti Group, a consumer-focused
advisory firm that specialized in mergers & acquisitions and capital markets advisory. Before Mercanti,
Adeel worked in the Consumer & Retail Investment Banking group at Banc of America Securities. Adeel
received his bachelor’s degree in Accountancy with high honors, and a master’s degree in Accountancy
with a minor in Finance from the University of Illinois at Urbana-Champaign.
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Santa Monica, CA
Institutional Research Group
Mary Ross Gilbert, Managing Director
Mary Ross Gilbert is a Managing Director in the Capital Structure Analysis Research Group covering the consumer, retail, food, and
building materials sectors. She has over 28 years experience conducting fundamental research, identifying attractive investing
opportunities throughout the capital structure of consumer-related companies. Prior to joining Imperial Capital in 2001, Mary
was with Tucker Anthony Sutro and US Bancorp Libra for a combined period of over ten years acting in the capacities of Senior
Investment Analyst and Director of Research. Prior to this period, she had over six years of investment analysis experience working
for several major institutional investors including The Airlie Group, Columbia Savings, and Caywood-Christian Capital Management.
Responsibilities included overseeing approximately $350 million of consumer-related corporate debt and equity securities that
were part of a larger $4 billion portfolio at Columbia Savings. Mary received her B.A. in Journalism from California State University,
Northridge, and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
John O’Neil, Senior Vice President
John O’Neil is a Senior Vice President in the Equity and Industry Research Group covering the consumer sector. Prior to joining
Imperial Capital, John worked at Red Hill Capital Group, an investment fund focused on the consumer sector, and at Independence
Investments, where he was a consumer equity analyst and Director of Fundamental Equity Research. Previously, John was a senior
analyst covering food and beverage equities at UBS, Deutsche Bank, and Oppenheimer. John earned a B.A. in Economics and
Government from Dartmouth College and an MBA from Georgetown University.
Mitch Pinheiro, CFA, Senior Vice President
Mitch Pinheiro is a Senior Vice President in the Equity and Industry Research Group covering the consumer sector. Prior to joining
Imperial Capital, Mitch worked for Janney Montgomery Scott, LLC where he provided fundamental research coverage in the
packaged food, beverage, and restaurant industries. Mitch has been listed on The Wall Street Journal’s “Best on the Street” 12
times and three times as the number one analyst in packaged foods. Mitch earned a B.A. in Economics from Dickinson College. He
also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
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2015 Summit Sponsors
Imperial Capital would like to thank our sponsors whose generous support makes
this conference possible. Please visit our sponsors’ exhibits at the
Arcadia Ballroom foyer located on the 5th floor.
Platinum Sponsors
Gold Sponsor
Silver Sponsors
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PLATINUM SPONSOR
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For more information:
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purchase, hold, or sell any securities or make any investment decisions. Users of ratings or other analyses should not rely on them in making any investment decision. Standard & Poor’s
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2015 by Standard & Poor’s Financial Services LLC (S&P), a part of McGraw Hill Financial, Inc. All rights reserved. STANDARD & POOR’S and S&P are registered trademarks of Standard & Poor’s
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May 12
Breakfast Speaker
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Santa Monica, CA
“The Empowered Consumer – And the Opportunities for Growth”
8:00 AM - 9:00 AM / Arcadia A/B
Bruce Cohen
Senior Partner & Global Private Equity and Strategy Practice Leader of Kurt Salmon
Bruce Cohen, Senior Partner, is the head of Kurt Salmon’s Global Private Equity and Strategy Practice
based out of the firm’s San Francisco, California office and is a member of Kurt Salmon’s North American
management team.
Bruce has more than 25 years of consulting experience in the consumer and retail industry, working with
leading private equity funds, executives and boards focused on mergers and acquisitions, due diligence
and developing and implementing strategies to drive profitable growth. He has worked in the majority
of consumer-related categories including food and beverage, food service, restaurants, grocery, specialty
retail, consumer goods, consumer and retail services, and soft goods. Bruce’s clients include leading
private equity funds, manufacturers, distributors, operators, and retailers.
Bruce is a regular in the media on retail and consumer topics, has appeared on TV news programs
and been quoted in leading business news outlets including the Wall Street Journal, Bloomberg, NPR,
CNN, New York Times, USA Today, Reuters, and Associated Press. He is a featured speaker at industry
conferences, offering strategic perspectives on deals, M&A and overall business strategy within the retail
and consumer goods industries.
Prior to joining Kurt Salmon, Bruce was a partner with Swander Pace & Company; he also worked at
the private equity firm Cypress Fund, where he focused on investing in consumer industries, and was
a consultant with Bain & Company. Bruce received his MBA from the Amos Tuck School of Business at
Dartmouth College and received his BA, with highest honors, in Political Economy of Industrial Societies
from the University of California, Berkeley. Bruce sits on the boards of The Nicholas Center for Corporate
Finance & Investment Banking at the University of Wisconsin and URJ Camp Newman.
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Santa Monica, CA
Lunch Speakers
“Authenticity and Elevation: Strategies for Building Brands That Matter”
12:00 PM - 1:30 PM / Arcadia A/B
Jeff Kearl
Co-Founder, Chairman & Chief Executive Officer of Stance
Jeff is the Co-founder, Chairman and CEO of Stance, an apparel brand headquartered in San Clemente,
CA whose investors include August Capital, Kleiner Perkins, Menlo Ventures, Shasta Ventures, Sherpa
Ventures, Jay-Z, Will Smith and Dwayne Wade. Prior to Stance, Jeff was the Executive Chairman and later
non-executive Chairman of Skullcandy (NASDAQ: SKUL). Jeff was formerly the Executive Vice President and
served on the Board of Directors at Logoworks, an Internet startup that was successfully acquired by HP.
Following the acquisition, Jeff ran strategy and new ventures at HP. Previously, Jeff worked as an Associate
at vSpring Capital, a Salt Lake City-based venture capital firm with over $500M under management where
he invested in both software and Internet companies including Altiris, Ancestry.com, Cerberian, Control4,
and MediConnect Global. Jeff serves on the board of directors at Julep, Just Brands, Needle and Skullcandy.
Jeff was named the 2012 Director of the Year by the Forum for Corporate Directors the 2014 Entrepreneur
of the Year in Orange County for co-founding Stance.
Jeff is an active angel investor having invested in over 30 startup companies including 99 Designs, Coupa,
Domo, Dynamic Signal, Insidesales, Lithium, MX, Omniture, Uber and ZEFR.
Scott Olivet
Operating Partner of Altamont Capital Partners & Chief Executive Officer
of Renegade Brands Inc.
Scott Olivet is an operating partner at Altamont Capital Partners.
His current focus is on the firm’s
investments in action sports and culturally relevant lifestyle brands. He played a pivotal role in the Brixton,
DAKINE, Fox, Girl Skateboards, HUF, Hybrid Apparel, and Mervin transactions.
He continues to work
closely with the management teams of these companies and chairs each of their Boards of Directors.
Scott is also currently Executive Chairman of RED Digital Cinema, a designer and manufacturer of professional
digital cinematography equipment. He served as chairman of Collective Brands (CBI), a lifestyle, fashion
and performance footwear company. After CBI’s CEO resigned, Scott stepped into an active leadership role.
He simultaneously guided a successful turn-around of the Payless Shoesource business and led a strategic
review of the company, which ultimately led to a successful split and sale of the company. Scott also served
as Chairman and Chief Executive Officer of Oakley, an optics and sports performance product company
where he engineered an impressive turn-around and then a sale to Luxottica. Subsequent to the sale, he
continued to manage the business for Luxottica as CEO and then as Chairman. Prior to joining Oakley,
Scott served as Vice President, NIKE Subsidiaries (where the businesses that reported to him included
Converse, Hurley, Bauer, Cole Hahn, Starter) and New Business Development; Senior Vice President of Real
Estate, Store Design, and Construction with Gap Inc.; and as a partner with Bain & Company.
In addition to his board seats on the Altamont portfolio companies listed above, Scott is a current board
member of Skullcandy (NASDAQ: SKUL), Cedar Fair Entertainment (NYSE: FUN), and RED Digital Cinema
(Executive Chairman). He is a past board member and Chairman of both Oakley and Collective Brands.
Non-profit boards include Pomona College and Pacific Council on International Policy. Scott earned an
M.B.A. from the GSB at Stanford University and a B.A. from Pomona College.
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May 12
Summit Presenters
Amazing Grass
Todd Habermehl, Co-Founder & Chief Executive Officer
Brandon Bert, Co-Founder & President
B.C. Surf & Sport
Bruce Cromartie, Founder & Chief Executive Officer
Benchmade Knife Company
David Fee, Vice President of Sales & Marketing
Kristine Gittins, Vice President of Finance
Black Clover
Mike Lichtie, Partner & Owner
Brett Wayment, Partner & Owner
Clare V.
Clare Vivier, Chief Executive Officer
Club W
Xander Oxman, Co-Founder & Chief Executive Officer
Doctor’s Best
Gale Bensussen, Chief Executive Officer
exhale
Annbeth Eschbach, Founder & Chief Executive Officer
FarmBox
Chako Fairbanks, Chief Executive Officer
Peter van Stolk, Chief Marketing Officer
FRAME DENIM
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Santa Monica, CA
Mendocino Farms
Mario Del Pero, Chief Executive Officer & Co-Founder
OluKai
Jim Harris, Chief Executive Officer & Managing Partner
OmniForce
Brian Pendleton, President & Chief Executive Officer
PLAE
Jonathan Spier, Chief Executive Officer
Ryan Ringholz, Founder & Chief Designer
Planet Blue
James Williams, Chief Executive Officer
Katrina Basic, Vice President of Finance & Accounting
Ragnar
Chris Infurchia, Chief Executive Officer
Roadie
Marc Gorlin, Founder & Chief Executive Officer
SimplyShe
Maria Peevey, Chief Executive Officer & Creative Director
SLT
Amanda Freeman, Founder & Chief Executive Officer
Stone Brewing
R. Craig Spitz, Chief Financial Officer
Joshua LeVine, Chief Executive Officer
Nicolas Peyrache, Creative Design Director & Partner
Stop Aging Now
Horizon Hobby
TCHO
Mike Israel, Managing Director, Mill City Capital, L.P.
Andrew Burke, Chief Executive Officer
Hudson Whiskey (Tuthilltown Spirits)
Tiger Tail USA
Ralph Erenzo, Co-Founder, Tuthilltown Spirits
Spring Faussett, President & Inventor
Hybrid Apparel
Traeger Grills
Jarrod Dogan, Founder & Chief Executive Officer
Jeremy Andrus, President & Chief Executive Officer
iHerb
TRIA
John McCarthy, Vice President of Marketing
Peter Wyles, President & Chief Executive Officer
JumpstartMD
TRX
Conrad Lai, MD, Co-Founder & Chief Operating Officer
Randy Hetrick, Founder & Chief Executive Officer
LYFE Kitchen
Wild Oats
Chance Carlisle, President & Chief Executive Officer
Joshua Corn, Chief Executive Officer
Jim Keyes, Chairman
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May 12
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Santa Monica, CA
Presenting Company Profiles
Amazing Grass ................................................................................................................................................................ 21
B.C. Surf & Sport ............................................................................................................................................................. 22
Benchmade Knife Company.......................................................................................................................................... 23
Black Clover .................................................................................................................................................................... 24
Clare V. ............................................................................................................................................................................ 25
Club W ............................................................................................................................................................................. 26
Doctor’s Best ...................................................................................................................................................................27
exhale .............................................................................................................................................................................. 28
FarmBox .......................................................................................................................................................................... 29
FRAME DENIM ................................................................................................................................................................. 30
Horizon Hobby ............................................................................................................................................................... 31
Hudson Whiskey (Tuthilltown Spirits) ......................................................................................................................... 32
Hybrid Apparel ............................................................................................................................................................... 33
iHerb................................................................................................................................................................................ 34
JumpstartMD .................................................................................................................................................................. 35
LYFE Kitchen ................................................................................................................................................................... 36
Mendocino Farms .......................................................................................................................................................... 37
OluKai .............................................................................................................................................................................. 38
OmniForce ...................................................................................................................................................................... 39
PLAE ................................................................................................................................................................................. 40
Planet Blue ...................................................................................................................................................................... 41
Ragnar ............................................................................................................................................................................. 42
Roadie ............................................................................................................................................................................. 43
SimplyShe ....................................................................................................................................................................... 44
SLT ................................................................................................................................................................................... 45
Stone Brewing ................................................................................................................................................................ 46
Stop Aging Now .............................................................................................................................................................. 47
TCHO ............................................................................................................................................................................... 48
Tiger Tail USA .................................................................................................................................................................. 49
Traeger Grills .................................................................................................................................................................. 50
TRIA .................................................................................................................................................................................. 51
TRX ................................................................................................................................................................................... 52
Wild Oats ......................................................................................................................................................................... 53
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May 12
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Santa Monica, CA
Amazing Grass
Headquarters: Newport Beach, CA
www.amazinggrass.com
Speaker: Todd Habermehl, Co-Founder & Chief Executive Officer
Todd Habermehl graduated from Cal Poly San Luis Obispo with a BS in Ag-Business and emphasis in Marketing. He worked in the
high-tech industry in various Sales and Business Development roles, prior to meeting Brandon Bert and starting Amazing Grass.
Mr. Habermehl loves to hear himself talk and has an unrelenting passion for wheat grass, so hold on tight during this presentation.
Speaker: Brandon Bert, Co-Founder & President
Brandon got busted with grass in first grade. Teachers called his mom after the rebellious tike shared some of his (wheat) grass
pellets with classmates. This ‘GrassHead’ was fortunate enough to have a constant supply from his Grandfather, who has been
growing and dehydrating the world’s most nutrient dense cereal grasses and alfalfa for over 65 years. Mr. Bert graduated from the
University of Arizona with a BSBA and marketing major. After rising through the ranks of sales and management at WorldCom
and co-founding Splice Communications, Brandon followed his passion and traded fiber optics for a healthier kind of fiber and
Co-Founded Amazing Grass with Todd Habermehl in 2002.
Company Overview:
Amazing Grass was created in 2002 to help people lead more active lives by achieving their full potential through better nutrition.
Drawing on over 65 years of experience, its co-founder’s family farm in Kansas has perfected the growing, harvesting and
dehydration of organic greens to ensure optimal nutrition. Since inception, Amazing Grass has been dedicated to producing the
best green superfood products available, made from the highest quality ingredients. We support ‘Amazing Farms’ where our
growers produce the highest quality organic, non-GMO and sustainable plant-based functional foods. The company’s premium
line of products includes Green SuperFood, Amazing Meal, Wheat Grass, Kidz SuperFood and a complete line of Green SuperFood
energy bars. Amazing Grass sells its products primarily through the natural health food channel, where it has garnered a very loyal
enthusiast consumer base and is the nation’s number one selling brand in the green foods category.
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Santa Monica, CA
BC Surf & Sport
Headquarters: Fort Lauderdale, FL
www.bcsurf.com
Speaker: Bruce Cromartie, Founder & Chief Executive Officer
Bruce Cromartie is the Founder and CEO of BC Surf & Sport. Bruce started surfing at the age of 14, and the surf and skate lifestyle
has been integral to his life ever since. Shortly after graduating high school, Bruce started a business promoting surf films up and
down the East Coast. As that business grew, he added mail order sales which eventually led him to open his first retail location in
1977; the original BC Surf & Sport was a tiny 700 square foot surf shop in Fort Lauderdale, Florida. Bruce, along with his dedicated
team of tenured managers and employees continued to grow the business, both organically and through acquisition, successfully
navigating several economic and action sports cycles. Over 35 years later, BC Surf & Sport is now a leading independent provider
of surf and skate-related hard goods and apparel with 15 locations from Florida to Seattle as well as a rapidly growing online business.
Company Overview:
BC Surf & Sport is a specialty retailer of apparel, footwear and accessories for the surf, skate and snowboarding lifestyles. The
company opened its first retail location in Ft. Lauderdale, Florida in 1977 and has since grown its footprint to 15 locations across
Colorado, Florida, Georgia, New York, Utah and Washington, in addition to its www.bcsurf.com online store. The company is still
owned and operated today by the same surfers, skaters and snowboarders who founded the business, and has maintained an
authentic focus on these lifestyle categories throughout its 35+ year history.
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May 12
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Santa Monica, CA
Benchmade Knife Company
Headquarters: Oregon City, OR
www.benchmade.com
Speaker: David Fee, Vice President of Sales & Marketing
David Fee is the Vice President of Sales and Marketing for Benchmade, an Oregon City, Oregon manufacturer of premium knives.
In this role, he manages the sales, marketing, product management and service functions. Previously he served as President of
footwear and ski book brand Garmont North America, General Manager for North American at Yakima Products, Inc., and in
various sales and marketing positions with Ford Motor Company and Nike. An avid cyclist, runner and triathlete, David holds a BA
from Boston College and an MBA from the Kellogg Graduate School of Management at Northwestern University. He lives with his
family in Portland, Oregon.
Speaker: Kristine Gittins, Vice President of Finance
Kristine Gittins is the Vice President of Finance at Benchmade. In this role, she is responsible for Finance, Human Resources and
Information Technologies. Prior to Benchmade, her career was in the heavy equipment industry, both in manufacturing at Pierce
Pacific Manufacturing, and in distribution at Triad Machinery. She served in a variety of roles from Controller to President during
that time. In addition, she had the privilege of participating in the Oregon wine industry at Sokol Blosser Winery as Director of
Finance. Kristine graduated from the University of Oregon with a degree in Accounting and is a Certified Public Accountant (CPA).
She loves to read and is passionate about developing leaders. She lives with her husband in Portland, Oregon and has two grown
children.
Company Overview:
Founded in 1988, Benchmade Knife Company is a World leader in design, manufacturing and sales of the finest knives & edged
tools.
Utilizing premium materials, the latest in product innovations and precision manufacturing, Benchmade is dedicated
to producing products that military personnel, public safety officers and outdoor enthusiasts around the globe depend on.
Benchmade’s portfolio also includes HK Knives, which blends technology & practical designs to deliver quality edged tools.
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May 12
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Santa Monica, CA
Black Clover
Headquarters: Draper, UT
www.blackcloverusa.com
Speaker: Mike Lichtie, Partner & Owner
Mike joined Black Clover in 2011 with partner, Matt Lichtie, and current founder Brett Wayment. Mike began in the building
industry running the largest building company in Utah with annual sales of 140 million. On sight of a new business venture,
Mike joined the Black Clover team and assisted in creating major relationships with retailers such as Dick’s Sporting Goods, MGM
Properties, Scheels Sporting Goods Stores, PGA Superstores, and many more. The team has taken beginning sales of just $300,000
a year to over $10 million annually.
Mike remains a key part to Black Clover as the Chief Executive Office overseeing daily sales & operations, and big box relationships.
Speaker: Brett Wayment, Partner & Owner
Brett founded Black Clover in 2008 with a dream of creating a high quality headwear piece that could be worn both on and off the
golf course. Since 2008 and the joining of two additional partners in 2011, the brand has grown from just a mere $300,000 a year
in sales to over $10 million. Black Clover has even expanded globally – reaching all 50 states, Canada, Mexico, Brazil, and parts of
Europe. The brand can be seen in retailers such as Dick’s Sporting Goods, Golfsmith, Edwin Watts Golf, Scheels Sporting Goods
Stores, Lids, and many more.
Brett began in the golf industry playing on the PGA Tour from 1997 to 2000 and was able to incorporate his knowledge of the
game toward his later development of Black Clover. Brett now oversees all Product Development, Design, and Branding for Black
Clover. He remains an avid golf player, and committed partner with Black Clover in spreading the Live Lucky message throughout
the world.
Company Overview:
Black Clover is a lifestyle apparel company with a vision rooted in living life to the fullest. We simply call it “Live Lucky”. Every
premium hat, piece of clothing and lifestyle accessory is designed to inspire and invite its owner to enjoy life, to embrace every
day, to Live Lucky!
Established in 2008, Black Clover offers lifestyle clothing and accessories for men, women and children who want the most out of
life and demand the same from their clothing and gear. Quality is not an accident, it’s a choice and we at Black Clover choose to be
the very best at what we do. We choose to Live Lucky. Experience the thrill and join Clover Nation today.
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May 12
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Santa Monica, CA
Clare V.
Headquarters: Los Angeles, CA
www.clarev.com
Speaker: Clare Vivier, Chief Executive Officer
After noticing a lack of functional yet stylish laptop cases while working as a journalist for French television, Minnesota native Clare
Vivier decided to create her own line of handbags and accessories to satisfy that need. Vivier began marketing her line through a
blog, conveying a lifestyle and personal style that spoke to fans and customers, alike. With an identifiable aesthetic that’s all her
own, Vivier has been recognized worldwide by tastemakers, with whom the brand continues to resonate. Vivier attributes her
sense of chic simplicity to her strong connection to France, where her husband, French documentarian Thierry Vivier is from, and
where she spends a significant amount of time each year. Vivier has been featured in both national and international publications
including The Los Angeles Times, Vanity Fair and Grazia, and in 2014 she was recognized for her contributions to design as a new
member of the Council of Fashion Designers of America (CFDA).
Company Overview:
Defined by the delicate marriage of classic shapes, modern detail and Parisian charm, the Clare V. line continues to push the design
envelope with each new collection. Though she started with laptop cases, designer Clare Vivier now produces a full range of bags
and accessories, including tech, travel, men’s, t-shirts and soon, shoes. While her bags are available at retailers worldwide, Vivier
firmly roots herself in the Los Angeles design community, where she frequently works with local designers and where her line has
been made exclusively since 2008. As the brand has grown, Vivier has collaborated with Steven Alan, & Other Stories, artist Donald
Robertson, GOOP, Jean Stories and Apple, among others, and her designs are regularly featured in publications ranging from Vogue
to T Magazine to Domino. Since opening the brand’s very first flagship store in the Silverlake neighborhood of L.A. in 2012, Vivier has
opened new Clare V. store locations in Nolita, Santa Monica and most recently, West Hollywood.
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May 12
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Santa Monica, CA
Club W
www.clubw.com
Speaker: Xander Oxman, Co-Founder & Chief Executive Officer
Xander Oxman is Co-Founder and CEO of Club W, an e-commerce company providing a better way to discover, buy and share
wine. Club W stemmed from the company’s founders experiencing first hand a shortcoming in the way wine is sold at retail. As an
avid wine drinker (though by no means an oenophile), Xander felt like brick-and-mortar was either an overwhelming purchasing
experience at supermarkets and big box stores or inconvenient and pretentious at wine boutiques. Furthermore as a card-carrying
member of the Amazon generation, Xander was completely underwhelmed by the options to buy and learn about wine online.
Xander graduated from the Leeds School of Business at the University of Colorado. He currently lives in Southern California with
his wife and daughter.
Company Overview:
Club W is a Los Angeles, CA headquartered direct-to-consumer winery that provides its members access to unique, small-lot wines
from around the world starting at $13/bottle. Club W makes individual recommendations for members each month based on the
company’s proprietary Palate ProfileTM system. Members can also make their own selections from an ever-changing assortment.
Club W was founded in 2011. For more information visit www.clubw.com.
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May 12
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Santa Monica, CA
Doctor’s Best
Headquarters: San Clemente, CA
www.drbvitamins.com
Speaker: Gale Bensussen, Chief Executive Officer
Gale Bensussen became the Chairman of the Board of Directors of Doctor’s Best in 2013 when North Castle Partners acquired
the Company. He agreed to take on the additional role of CEO at Doctor’s Best in mid-2014. It was a natural fit given his extensive
experience in the supplements space, knowledge of the Company, and leadership capabilities. Gale is also an operating
advisor to North Castle Partners and has been part of that team since 1997. Prior to Doctor’s Best, Gale was the President of Leiner
Health Products where he gained broad experience in sales and marketing, product development, and quality control within
the supplement space. During his 32 year tenure with Leiner Health Products, he facilitated one of the early leveraged buyouts,
participated in a public offering and transitioned the company to private equity. Gale is also a member of the California bar and his
legal experience in regulatory affairs and corporate governance has helped him contribute to the boards of Leiner Health Products
and Avalon Natural Products, as well as to industry organizations such as CHPA and CRN. He has served in numerous capacities at
the University of Southern California (USC) including the Board of Trustees, President of the U.S. Alumni Association, Chairman of
the School of Pharmacy Board of Councilors, and President of the Alumni Presidents Council. He is a graduate of the USC Marshall
School of Business and the Southwestern School of Law.
Company Overview:
Founded in 1990 by supplement industry veteran Ken Halvorsrude, San Clemente, CA-based Doctor’s Best is a fast-growing
marketer and distributor of science-based branded nutritional supplements. Doctor’s Best’s strategy is centered upon sciencebased formulations, high quality ingredients, and delivering educational and informational support to its customers and
consumers, while offering a compelling price / value proposition. Doctor’s Best top customers include industry leaders in the
dietary supplements space such as iHerb, Vitamin Shoppe, Amazon, Swanson, Bodybuilding.com, Drugstore.com and Vitacost.
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Santa Monica, CA
exhale
B A R R E • YO GA • S PA
Headquarters: New York, NY
www.exhalespa.com
Where body meets mind
Speaker: Annbeth Eschbach, Founder & Chief Executive Officer
Annbeth Eschbach founded exhale on the premise that what people wanted from the spa + fitness industry did not exist---so
she birthed a unique brand that would fill the void for an experience that transforms lives. Offering mind body fitness and spa
programs that deliver tangible results, exhale was the first boutique spa + fitness brand, and the first concept to shift away
from the traditional gym and day spa orientation to a holistic approach of transformation and wellbeing. Widely recognized as
revolutionizing the industry, exhale has a solid footprint in key Metropolitan markets, leading management team, and a growth
strategy and platform in place to capitalize on the Company’s valuable brand and proprietary programs.
Annbeth developed the Company’s strategic and operating plan, built the seasoned leadership team and infrastructure, and directs
exhale’s growth and expansion. Before founding exhale, Annbeth spent 12 years at Wellbridge, then the third-largest national spa
and club operator, where she directed the company’s spa division and the 50-property portfolio’s branding and marketing efforts.
She served four years as President and COO for the 10-unit chain of Cardio Fitness Centers in New York and Chicago.
A graduate from Northwestern University, Annbeth holds a master’s degree in Business Administration from NYU Stern School of
Business. Annbeth served as President of the Board of Directors of the International Health, Racquet and Sportsclub Association.
Today she regularly participates in exhale programs and resides in New York City with her husband and son.
Company Overview:
Exhale, based in New York City, opened its doors in 2003 on Madison Avenue and 76th Street, with a unique and highly differentiated
brand and product offering. Conceived as a lifestyle brand, exhale quickly became famous for their proprietary Core Fusion Barre
classes and award winning spa therapies delivered in a modern, zen-inspired boutique setting.
The Company’s talented, passionate leadership team has fostered a strong culture, proven the business model, scaled the high
margin programs, produced compelling unit economics, successfully partnered with multiple hotel flags, and demonstrated the
ability to ramp new units to profitability in months.
Today exhale has rapidly grown to one of the most dynamic brands in the wellbeing space, operating 27 boutiques in 11 markets
with 2,000 associates, two dozen highly publicized fitness and spa programs, and a large, loyal following.
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May 12
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Santa Monica, CA
FarmBox
Headquarters: Westlake Village, CA
www.farmbox.com
Speaker: Chako Fairbanks, Chief Executive Officer
Chako is an experienced entrepreneur and co-founder of FarmBox. Prior to FarmBox, she owned and served as Chief Operating
Officer of a successful direct response company. She grew brands from concept to multi-million dollar profitable campaigns. She
has also transformed unprofitable companies into leading brands in the consumer products industry. During her five years of
growing FarmBox, she orchestrated a partnership with SPUD, and oversaw growth from zero to $5 million in revenues with no
external funding.
Speaker: Peter van Stolk, Chief Marketing Officer
As founder of Jones Soda Company® in 1996, Peter van Stolk served as CEO and Chairman of the Board of Directors through 2007.
Jones Soda was one of the first companies who recognized the potential of social media to create an emotional connection with
its customers. This strategy earned Jones Soda fanatical brand loyalty on a fractional industry-relative budget. By 2007 Jones Soda
had reached hundreds of millions of consumers, transforming Jones Soda from a small premium soda to an international brand
with global aspirations.
Peter van Stolk has been recognized for his innovative branding strategy and business savvy in publications such as The New York
Times®, CNN®, Wall Street Journal®, Fast Company, and People Magazine®. He has also received numerous business awards including
Price, Waterhouse, Coopers’ 40 under 40, Brand Week’s Top 100 Marketer, and chosen as one of Canada’s Top One Hundred Young
Canadians by MacLean’s Magazine®.
Today Peter van Stolk is the CEO and the largest shareholder of SPUD.com, an online natural grocer in Canada, as well as partner
and CMO of FarmBox, with locations in San Francisco and Los Angeles.
Company Overview:
FarmBox was founded in Los Angeles in 2010 with a mission to provide an online marketplace for farmers to market and sell their
produce, as well as providing a growing customer base quick, easy access to healthy local food. FarmBox quickly expanded into
organic and sustainable groceries, prepared foods, and other artisan goods. FarmBox transforms brick-and-mortar grocery buying
to a convenient online shopping and subscription experience, complete with home delivery. The company’s specialty fresh-harvest
baskets have created buzz amongst celebrities and press outlets. FarmBox has been called Los Angeles’ and San Francisco’s top
home delivery company by Wall Street Journal, SF Chronicle and more.
FarmBox expanded in the San Francisco and Bay area in 2013. In March of 2015, FarmBox created a partnership with Spud.com,
acquiring Spud.com’s distribution centers and vehicles in both Los Angeles and San Francisco. With this partnership, FarmBox also
acquired proprietary software, with a new website and app launch scheduled for June 2015.
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Santa Monica, CA
FRAME DENIM
www.frame-denim.com
Speaker: Joshua LeVine, Chief Executive Officer
Joshua LeVine is the Chief Executive Officer of Frame Denim and one of 4 founding partners. He has served in this capacity since
the inception of the brand in October 2011. Prior, he was Creative Marketing Director of Lucky Brand Jeans from October 2008
through September 2011, where he oversaw all creative marketing endeavors for the brand. From October 2003 through June
2008, Mr. LeVine was the Founder & President of Davi Luxury Brand Group, a publicly traded company focused on skin care, airline
and hotel amenities, and crystal stemware founded in partnership with longtime friend Carlo Mondavi, grandson of wine-making
icon Robert Mondavi.
Mr. LeVine is a seasoned executive with extensive domestic and international experience concepting, building and growing brands.
He is an award winning Creative Director and a frequent lecturer on the topics of luxury goods and branding and has been featured
in several publications including Forbes, Vogue, Vanity Fair, The Financial Times, China Daily, Wallpaper, and CNBC European Journal.
Mr. LeVine is a graduate of the University of California, Santa Barbara.
Speaker: Nicolas Peyrache, Creative Design Director & Partner
Nicolas Peyrache is the Creative Design Director of FRAME DENIM, based in Los Angeles, California. He has more than 25 years
experience in apparel design. Nico started his career in France after finishing his Masters in Art and Advertising. He spent 12
years based in France, designing, developing and producing full collections around the world and eventually landed in Los Angeles
where his premium denim knowledge was acquired. Being at the forefront of the premium denim revolution, he was one of the
originators of what is now point of entry for the category—fit, finish and fabric.
After six years as the VP of Denim at Lucky Brand Jeans, he partnered with three friends to create FRAME DENIM in 2012.
Company Overview:
Founded By Jens Grede. Erik Torstensson, Josh Levine & Nico Peyrache, four friends residing in London and California, the idea
of FRAME was simple, to create chic fashion essentials. They wanted to create the perfect pair of jeans, by bringing together the
quality and heritage of denim manufacturing in Los Angeles, with the influence of a London style, cut and fit. Since its inception
with its debut jean, the ‘Le Skinny’, FRAME has expanded into a full ready to wear brand embodying the founders’ restrained
aesthetic ideal and relentless search to achieve effortless perfection.
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May 12
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Santa Monica, CA
Horizon Hobby
Headquarters: Champaign, IL
www.horizonhobby.com
Speaker: Michael S. Israel, Managing Director, Mill City Capital, L.P.
Mike is a Managing Director of Mill City Capital, L.P., a middle market private equity firm founded by Mike and his partners in
2010. Based in Minneapolis, MN, Mill City focuses on investments in companies based in the Midwest and central Canada and
which operate in selected consumer and industrial market segments. Mike led Mill City’s investment in Horizon Hobby, which was
acquired in early 2014 in partnership with Armory Capital, a family office investment arm based in Champaign, IL, and the senior
management team of Horizon. Mike is an avid consumer of radio control aircraft, drones, and other Horizon products, and as a
director of Horizon he works closely with the senior management of Horizon on a wide variety of matters including product design,
marketing and channel development, and product sourcing. In addition to serving on the Board of Directors of Horizon Hobby,
Mike is currently serving or has served as a director of four other Mill City portfolio companies. Prior to co-founding Mill City, Mike
was a partner with another leading Minneapolis-based private equity firm, where he worked from 1992 to 2010.
Company Overview:
Headquartered in Champaign, IL, Horizon Hobby, LLC (“Horizon”) is one of the world’s largest providers of radio controlled (“RC”)
hobby products including recreational drones. The company’s core product lines include RC air product such as personal drones
as well as model planes and helicopters; RC surface product such as cars, trucks and boats; and RC radio transmitters and related
equipment. RC related product constituted over 80% of the company’s approximately $315 million in total sales in its most recent
fiscal year; the remaining sales consists of model trains and other products distributed to retail hobby stores throughout the
world. The vast majority of the company’s RC product sales, including virtually all RC air product and radio sales, are proprietary
products sold under the company’s owned brands. These brands, which include Blade® helicopters and personal drones, E-flite®
and Parkzone® planes, Team Losi® and Vaterra® RC cars and trucks, and Spektrum® radios and receivers, represent some of the
most recognized names in the RC industry. The company sells its products in over 50 countries throughout the world, with 25%
of sales in the most recent fiscal year outside of the US. While the company primarily sells through independent hobby stores, it
has a growing business selling directly to consumers via its internet website, and is currently developing distribution relationships
(particularly for personal drones) with “brick and mortar” retailers outside of the hobby store channel. The company is widely
considered the most innovative participant in the RC industry and maintains a broad portfolio of patents and trademarks to
protect and support its proprietary product lines. Founded in the 1980’s, the company was acquired from the founding family by
an employee stock ownership (“ESOP”) plan in 2006. In early 2014, Horizon was acquired from the ESOP by a group consisting of
Mill City Capital, Armory Capital, and the company’s senior management team.
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Santa Monica, CA
Hudson Whiskey (Tuthilltown Spirits)
www.tuthilltownspirits.com
www.hudsonwhiskey.com
Speaker: Ralph Erenzo, Co-Founder of Tuthilltown Spirits
Ralph Erenzo, Co-Founder of Tuthilltown Spirits came to the spirits industry after 15 years as a professional climber having built
and operated the first public climbing gym on Broadway in New York City for ten years and provided technical and consulting
services for client events and media productions nationwide and in the EU. After teaming up with Brian Lee to build the distillery,
Erenzo addressed arcane NY Alcohol Beverage Control Law, lobbying for modernization of NY’s alcohol code. That four year effort
resulted in the passage in 2007 of the Farm Distillery Act and the subsequent founding of the New York Craft Distillers Guild. The
Farm Distillery Act has resulted in the rebirth of small distilling in New York, and the startup of sixty (60) new Farm Distilleries across
the State since passage of the law. Erenzo also serves on the Board of Directors and as the Chair of the Legislative Committee of
the American Craft Spirits Association and has led the lobbying effort to introduce legislation that would give craft distillers parity
with the discounts in Federal Excise Tax enjoyed by America’s small wine makers and brewers.
Company Overview:
Tuthilltown Spirits is the first distillery to open in New York and produce agricultural spirits since Prohibition. The distillery’s premier
product is Hudson Baby Bourbon, the first bourbon whiskey ever produced in NY. In 2008 Erenzo began to export Hudson to the
EU. Tuthilltown is the acknowledged leader among the New York distillery community. In 2010 Tuthilltown reached agreement
with William Grant And Sons which acquired the Hudson brand which Tuthilltown produces exclusively. Hudson now includes six
varieties of whiskey and is distributed worldwide by Grant. The distillery was funded and built by the founding partners Ralph
Erenzo and Brian Lee, both of whom had no previous distillery or spirit production experience. Tuthilltown’s sixty (60) employees
also produce gin, vodka, rum and a variety of specialty liquors. The distillery is located at the site of the Tuthilltown Gristmill a
National Historic Site, in New York’s Hudson Valley, 75 miles north of New York City.
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Santa Monica, CA
Hybrid Apparel
Headquarters: Cypress, CA
www.hybridapparel.com
Speaker: Jarrod Dogan, Founder & Chief Executive Officer
Jarrod Dogan was born in Johannesburg, South Africa to entrepreneurial parents who taught him the meaning of hard work,
perseverance, and integrity. Jarrod received his business degree from the University of South Africa, making him the first college
graduate in his family. Seeing firsthand the struggles that were taking place in South Africa, Jarrod decided to chase his dream
in the United States, and moved to this country in 1994. After working two years at a San Diego based apparel company, Jarrod
headed to Los Angeles to make his own mark on the industry. In 1996, Hybrid was founded and Jarrod’s fast fashion vision was
put in motion.
Over the next 19 years, Jarrod transformed Hybrid from humble beginnings to an industry leader, reaching over $425m in annual
sales and servicing nearly every tier of distribution. Jarrod understood that to profitably grow the business he had to invest in
people and technology. Today Hybrid employs nearly 400 team members and continues to expand its operations. For Jarrod,
investing in people doesn’t stop at Hybrid. Throughout the years Hybrid has adopted Giving Back as one of its internal core values,
which has led to numerous successful charitable campaigns including Black Book Sessions, which awards scholarships to aspiring
young artists.
Jarrod was named one of Orange County’s top business leaders and entrepreneurs by OC Metro’s “40 Under 40” feature, and is
also a current finalist for Ernst & Young’s 2015 Entrepreneur of the Year award.
Company Overview:
Hybrid Apparel is a diversified, full-service apparel company focused on the design, production, and distribution of branded,
licensed, and private label apparel. Hybrid’s customer base consists of the most significant retailers in the country, including,
but not confined to, Wal-Mart, Target, Kohl’s, JC Penney’s, Macy’s, and Dillard’s. With world class domestic and global sourcing
capabilities, Hybrid’s fast fashion model is able to offer its customers a speed to market approach that is unparalleled in the
industry. By taking a customer centric approach to design, merchandising, and sales, Hybrid has significantly grown its business
year-over-year. Originally focused on Men’s and Boy’s apparel, Hybrid has greatly expanded its breadth of product in recent years
to become a major player in the Juniors and Girls arena as well, further increasing its overall presence and market share amongst
consumers of all demographics.
Hybrid has numerous licensing agreements with many well-known brands and intellectual properties such as Levi’s, Reebok, Fox
Head, Disney, Marvel, Star Wars, Mattel, Peanuts, Despicable Me, Nintendo, Coke, Pokémon, and Live Nation.
In December of 2014, Hybrid Apparel and Fox Head Inc. strategically partnered with private equity firm Altamont Capital, who
made a significant investment into both companies. This new partnership synergizes the world’s largest motocross brand, Hybrid’s
supply chain expertise, and Altamont’s existing portfolio of brands including Brixton, Huf, Dakine, Mervin, Girl, Chocolate, and
Fourstar.
Hybrid was recognized as one of OC Register’s Top 100 workplaces for 2014.
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May 12
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Santa Monica, CA
iHerb.com
Headquarters: Moreno Valley, CA
www.iherb.com
Speaker: John McCarthy, Vice President of Marketing
John is the vice president of marketing for iHerb.com, a global online retailer of natural and wellness products representing over
35,000 products from 1,200 trusted brands. Prior to joining iHerb, John has worked with over 50 clients across verticals such as
healthcare, retail, manufacturing, information technology, professional services, education and financial services.
Throughout his 20 years’ of marketing experience, John’s work has delivered measurable business value in areas such as increased
revenue, improved profit margins, and customer lifetime value.
John has a Bachelor of Science in Business Administration and Management from the University of Redlands. Last year John
celebrated his 25th wedding anniversary with his with wife Deborah. They have two children, Hayden 16 and Madison 14 and a
1-year old rescue dog mix named Wilson.
Company Overview:
iHerb is a global online retailer of nutritional supplement and wellness products. Via its ecommerce website, iHerb delivers 35,000
products from over 1,200 brands direct-to-the-consumer in more than 150 countries. iHerb’s product line includes herbal and
holistic health, bath & beauty, specialty grocery, superfoods, kids & baby, products for pets, aromatherapy and sports nutrition.
The company operates two inventory control and shipping centers – Moreno Valley, California and Hebron, Kentucky – that fill
and ship customer orders both domestically and worldwide. iHerb is ranked number 223 on the Internet Retailer 2015 Top 500
Ranking and ranked number 12 based on their 2014 ranking within the health/beauty category, iHerb’s primary merchandise
category.
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Santa Monica, CA
JumpstartMD
Headquarters: San Francisco, CA
www.jumpstartmd.com
Speaker: Conrad Lai, MD, Co-Founder & Chief Operating Officer
Dr. Conrad Lai co-founded JumpstartMD with his partner Dr. Sean Bourke in 2007. The two physicians met as first-year residents
at Stanford University where they completed their post-graduate training. After graduation, both pursued varied career interests
while also practicing Emergency Medicine in the community. Frustrated with the rising costs of chronic disease coupled with ineffective preventive resources in the US health care system, the two physicians have grown JumpstartMD into the leading medical
weight loss and wellness company in Northern California. As COO, Conrad oversees Finance, Operations, and IT while co-leading
on program, product, and business development. Both he and Sean serve as thought leaders in preemptive medicine and digital
health.
Conrad grew up in Southern California before attending the University of California, Berkeley where he majored in Molecular and
Cell Biology with an emphasis in Cell and Developmental Biology. Between studies, he has worked in places as varied as Amgen,
Massachusetts General Hospital, Tribhuvan University Teaching Hospital in Kathmandu, Nepal and a nature preserve in the South
of France. He obtained his medical degree from the University of California, San Francisco and completed his residency training at
Stanford University. He is double board-certified in Emergency Medicine as well as Bariatric Medicine.
Company Overview:
JumpstartMD delivers physician designed weight loss and wellness services to retail and corporate clients in Northern California.
The company currently has 11 offices encircling the Bay Area with another 2 offices arriving this quarter.
JumpstartMD is a nutrition science-based, multi-disciplinary weight loss and wellness company that delivers 3-4x better results
than national retail programs. Through high-touch, one-on-one weekly counseling and a fresh, whole foods approach, its members
develop sustainable, healthier habits and achieve industry-leading weight loss and weight maintenance results. With proven
efficacy in reducing and reversing chronic disease (i.e. metabolic syndrome, hypertension, diabetes, prediabetes, cardiovascular
and stroke risk, hypercholesterolemia, and more), the company seeks to leverage its proprietary platform, content, technology and
brand to expand its retail footprint, corporate partnerships, and telemedicine and online programs.
The JumpstartMD team empowers clients with knowledge and support to achieve optimized health through weight loss and other
wellness offerings. To that end, the company is actively piloting new programs in adjacent areas of disease management and
wellness.
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May 12
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Santa Monica, CA
LYFE Kitchen
Headquarters: Memphis, TN
www.lyfekitchen.com
Speaker: Chance Carlisle, President & Chief Executive Officer
A results-driven hospitality executive, Chance Carlisle started his career in the kitchen of his father’s Wendy’s restaurant and
subsequently moved through the ranks of Carlisle Corporation most recently serving as its President and Chief Operating Officer.
A graduate of Yale University, Chance has been integral in the strategic development of Carlisle’s operations overseeing its family
office, real estate development and restaurant teams for the past 10 years.
Currently, Chance leads the LYFE executive team with two simple sayings: if we take care of our team members, then they will
take care of our customers. Our great food will do the rest. Chance is committed to upholding Lyfe’s sense of purpose and to fulfill
its mission of being a profitable agent of change by helping Americans have access to deliciously nutritious, affordable, and
convenient food.
Company Overview:
Is a mission-based lifestyle brand, born out of a passion for changing the way Americans eat. Cultivated in the kitchens of its great
chefs Art Smith & Jeremy Bringardner, LYFE transforms culinary classics like fried chicken and decadent desserts into better for
you alternatives by using natural, clean ingredients and relying on spices to enhance flavor, not cream, butter or flavor-enhancing
artificial additives.
LYFE Kitchen is creating a new segment within the Fast Casual category known as “Fine Fast Casual”. The restaurant design projects
a polished casual feel but offers fast casual service at attractive prices. The menu offers breakfast, lunch and dinner featuring
sustainable foods like antibiotic-free chicken and good for you produce such as kale, mango and sweet potato. Wines on tap and
local craft beers are available at all locations and selected locations will offer full bar service.
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May 12
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Santa Monica, CA
Mendocino Farms
www.mendocinofarms.com
Speaker: Mario Del Pero, Chief Executive Officer & Co-Founder
Mario got started in the restaurant business when he was still a student at USC, helping to build Baja Sharkeez into the dominant
Beach Lifestyle concept it is today, with units in a number of Southern California beach communities. After Sharkeez, Mario created
Skew’s Teriyaki, one of the first Fast Casual Asian concepts. Together with his partner and wife Ellen Chen, they grew Skew’s to
three units in Los Angeles before selling the company in 2001. In 2003, Mario and Ellen created Mendocino Farms. Determined to
lead through empowerment and build a thriving business from just a good idea and a lot of passion, they opened their first unit on
Bunker Hill in Downtown Los Angeles in 2004. Since then, Mendocino Farms restaurants have opened in eight additional locations
(with a tenth slated to open in June), taking their place as some of the most loved and highest grossing sales per square foot
restaurants in the city. After receiving an investment from private equity firm Catterton Partners, Mendocino Farms is planning to
grow to 25 units in the Southern California market by 2018. Mario continues to be the harbinger of the Mendocino Farms lifestyle,
and in 2015 Nation’s Restaurant News included him on their second annual Power List, which recognizes the top 50 leaders who
hold the power to change the restaurant industry landscape as we know it.
Company Overview:
Mendocino Farms Sandwich Market is so much more than just a place to get a great sandwich. It is a gathering place for coworkers
and friends, where each person who walks through the door is treated like family. It is a place where you can learn about new
ingredients and trust where the food came from and how it was prepared. It is a place that cares more about its team members,
guests, and local vendors than it does about its profits. At Mendocino Farms, we don’t just sell sandwiches. WE SELL HAPPY!
37
May 12
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Santa Monica, CA
OluKai Premium Footwear
Headquarters: Irvine, CA
www.olukai.com
Speaker: Jim Harris, Chief Executive Officer & Managing Partner
Jim Harris is the CEO of OluKai Inc., a premium ocean lifestyle brand based in Irvine, California. In this role, Jim is responsible for
all aspects of the business including overseeing sales, marketing, design, and development and managing strategic brand, product
and development initiatives including asset and business acquisitions.
Prior to OluKai, Jim was the President and Partner of Huneeus Vintners, a luxury wine holding company in Rutherford, California
which includes the labels of Quintessa, Flowers and The Prisoner to name a few. In this role, Jim developed and led its acquisition
strategy and was responsible for the development and distribution of the company’s eleven labels and management of over 1,000
acres of vineyards located in Napa and Sonoma. Under Jim’s leadership, Huneeus Vintners became the most acquisitive business
in the wine industry, grew its fine wine portfolio from 20,000 cases per annum to approximately 200,000 and became one of the
most important fine wine company in the United States.
Prior to Huneeus Vintners, Jim was the Managing Director of Artisan Confections Company (“Artisan”), the premium chocolate
division of The Hershey Company. In this role, Jim was responsible for the formation of Artisan (approximately $75 million of
invested capital) and the integrations of both Scharffen Berger and Joseph Schmidt. He was a member of Hershey’s senior leadership team and directed its initiatives in the premium chocolate segment and with key specialty retailers. Earlier, Jim was President
and Chief Financial Officer for Scharffen Berger Chocolate Maker. Jim organized the company’s turnaround and oversaw exceptional growth while at Scharffen Berger, including revenue and profit expansion, market penetration and five-fold capacity growth.
He also was the focus of a Harvard Business School case study on transformational operations management at Scharffen Berger.
Jim was previously an investor with Kohlberg & Company, a private equity investment firm specializing in the acquisition and
operation of manufacturing businesses. Prior to his tenure with Kohlberg & Company, he held similar positions at Trivest, Inc.
and Bankers Trust. Jim is also an investor in and member of the board of directors of several organizations including: Numi Tea,
Southern Tide, Marine Layer, Winebow, Tcho Chocolates, Fork-in-the-Road Foods, Inner City Advisors (non-profit) and Fund Good
Jobs (non-profit).
Company Overview:
OluKai was conceived from a desire to create a better class of products for the life we live in and around the water. In every facet of
our business, we are committed to respecting the people and the environments we touch. Our philosophy at OluKai is to support
the efforts of those who continue to give back to preserve local cultures and traditions. OluKai offers a full range of premium
footwear for men, women and children. OluKai footwear comes in two collections: ‘Makai’ which means “Towards the Water,”
are made of performance synthetics ideal for activities in and around the water and ‘Mauka,’ which means “Towards the Land,”
are crafted from the finest quality, high-character leathers. OluKai is the Official Footwear of the Hawaiian Lifeguard Association,
outfitting over 450 of the world’s best watermen and waterwomen. With each design and in every pair of OluKai footwear and
sandals, we keep quality and comfort in mind. Find OluKai in premium outdoor, comfort, surf and specialty retailers nationwide.
38
May 12
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Santa Monica, CA
OmniForce
www.omniforcellc.com
Speaker: Brian Pendleton, President & Chief Executive Officer
Brian Pendleton is an expert in the active entertainment industry. As President & CEO of OmniForce, a global-leader in the active
entertainment industry which produces large athletic and experiential events, and raises funds, wellbeing and spirits for communities and charitable organizations worldwide; Pendleton uses his personal experience, entrepreneurial vision and motivation to
lead a workforce of nearly 200 employees across 3 countries.
In 2002, Pendleton created CauseForce with a vision to raise unprecedented sums of money for charities. Today, CauseForce is
a world-leading athletic event and production company that partners with charitable organizations to help them raise money for
their mission. In 13 years, Pendleton and his teams at CauseForce have raised over $800 million for life-saving cancer research
and care programs at premier cancer institutes such as Johns Hopkins Medicine, Princess Margaret Cancer Centre and Peter
MacCallum Cancer Centre among others. In 2014, Pendleton created RaceForce, an industry leading endurance and athletic event
production company that creates new events or collaborates with owners to help grow their existing event, while preserving its
unique grassroots identity. In 2015, Pendleton expanded OmniForce’s competencies by onboarding 365 Productions to lead all
audio, visual and stage production across the OmniForce portfolio. To date, Pendleton and his teams have planned and produced
over 175 events which have motivated and inspired over 1 million participants and spectators across 5 countries.
Privately, Pendleton works to help communities gain access to academic facilities and scholarship programs. The “GoldmanPendleton West Hollywood Library Mall” in West Hollywood, CA is a landmark facility for the community’s commitment to lifelong
learning. In the Philippines, two state-of-the-art “Pendleton-Goldman Learning Centers,” are serving local communities to help
break the generational cycle of poverty in their communities. Pendleton has served as Chairman of the Board of Directors - Trevor
Project, and served on the Board of Governors - Human Rights Campaign. Past awards include the 2014 State Farm Good Neighbor
Award, 2014 Community Impact Award - The Los Angeles Chapter of the Association for Corporate Growth and Pendleton is a twotime award recipient from the Canadian Marketing Association.
Company Overview:
OmniForce is a global-leader in the active entertainment industry. Headquartered in Los Angeles, CA, and with offices in 3
countries, OmniForce produces large athletic and experiential events, and raises funds, wellbeing and the spirits for communities
and charitable organizations worldwide. Through its subsidiaries CauseForce, RaceForce and 365 Productions, OmniForce can
deploy: Strategic Marketing, Sponsorship Acquisition, Production, Back Office Support, Publicity, Planning, Logistics, Training, and
Charitable Components where helpful for athletic event owners and organizations. Annually, nearly 100,000 people participate
in an OmniForce event. OmniForce produces 24 events across 3 countries each year. Since 2002, experts at OmniForce have
planned and produced over 175 events and raised over $800 million for leading cancer institutes around the world. For more
information, visit www.omniforcellc.com.
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May 12
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Santa Monica, CA
PLAE
www.goplae.com
Speaker: Jonathan Spier, Chief Executive Officer
Jonathan is a 15-year startup veteran. Most recently, he was Co-founder and CEO of NetBase, a leading provider of social media
marketing solutions to blu-chip customers like Coca-Cola, JD Power and SAP. Jonathan is an alumnus of HBS and, prior to joining
PLAE, served as an EIR at Altos Ventures where he mentored and advised numerous CEOs.
Speaker: Ryan Ringholz, Founder & Chief Designer
Ryan is an internationally recognized brand expert and designer. As Lead Designer at Puma, he launched the $1B+ lifestyle
division. He then went to Diesel, growing footwear to over $300M, and subsequently UGG, where he created the strategic plan
that grew the business from $250M to $1B in 5 years. He has also launched his own men’s footwear line and consulted for dozens
of the world’s best brands.
Company Overview:
Founded in 2012, PLAE creates quality, kid-centric design aimed at chasing wonder and imagination. PLAE shoes combine premium,
eco-friendly materials with the biometric science often reserved for elite athletes to construct shoes that endure the rigorous
demands of everyday play. Each pair features unique interchangeable straps designed to accommodate fit and fun. This cuttingedge concept allows for limitless looks on just one pair of shoes and the ability to customize fit – a bonus for parents who love
variety, versatility and value. The company’s first offering, a shoe for kids aged 3-8, won the prestigious Red Dot Award for its
unique kid-centered approach to design, which yields products with an unparalleled blend of technology, fashion, function and
fun.
In just a short time, both media and A-list celebs have becomes fans of the brand, with the Hollywood little ones of Ben Affleck
and Jennifer Garner, Jason Bateman, Naomi Watts and Liev Schreiber and January Jones all spotted in PLAE, to name a few. PLAE
has also been featured in People, Star, US Weekly, CNN Money, Manhattan Magazine, Better Homes & Gardens, Venture Beat,
PopSugar and PC World.
PLAE is offered in whole and half sizes 8 toddler through 4.5 junior and retail starting at $49.95. Shoes are sold online at
www.goplae.com and in select Nordstrom stores nationwide as well as almost 200 top-tier retailers in the U.S. In addition, they
are available in 22 countries including Japan (Takashimaya), Korea (Hyundai), Canada, the UK and UAE.
40
May 12
•
Santa Monica, CA
Planet Blue
Headquarters: Santa Monica, CA
www.shopplanetblue.com
Speaker: James Williams, Chief Executive Officer
James Williams joined Planet Blue in 2007 as Chief Operating Officer and General Counsel. He was elevated to CEO in 2011.
James has overseen the growth of Planet Blue from a regional Southern California retailer to a true omni-channel enterprise with
international wholesale and e-commerce divisions, as well as a retail rollout that included five locations in Japan.
Prior to Planet Blue, James was a Partner at the international law firm of Loeb and Loeb, where he chaired the firm-wide fashion
and luxury brand practice group and managed a team of attorneys in Los Angeles, Chicago and New York. Prior to his work at Loeb,
James was a Partner and Chair of the fashion practice group for the nation’s pre-eminent music law firm, Davis and Shapiro. He
began his legal career at Murchison and Cumming in Los Angeles, becoming a partner only three years after graduating from law
school and the youngest department chair in the firm’s 80+ year history.
James was twice recognized between 2005 and 2006 as a Super Lawyer (Corporate Law) before leaving private practice. He is
currently an advisory board member of the National Retail Federation’s General Counsel Forum.
James received his B.A. in Classics from the University of California, Riverside and his J.D. from Southwestern University School of
Law.
Speaker: Katrina Basic, Vice President of Finance & Accounting
Katrina recently joined Planet Blue as VP of Finance and Accounting. With a specialized background in consumer and retail finance,
Katrina has spent her career helping to innovatively develop consumer-growth companies.
Katrina’s past experience include holding senior level finance roles at 5.11 Tactical, Love Culture, Aqua Quip, iFLOOR, Zumiez and
Unionbay Sportswear.
Katrina served on the Board of Trustees for PCC Natural Markets as chair of the Finance Committee, acts as a board member for
Washington Business Week and a member of the planning committee for the AICPA’s Women’s Global Leadership Conference. She
graduated from Washington State with a B.A. in Business Administration. Katrina relocated to Los Angeles from Seattle with her
husband and two daughters in 2012.
Company Overview:
Founded in Malibu in 1995, we are the original architects of the cali-boho aesthetic. Once the secluded enclave for celebrities
and in-the-know locals, Planet Blue has grown from a single-store purveyor of curated organic apparel, to an international omnichannel specialty designer and retailer of cutting edge fashion, all the while staying true to the spirit of sunny Southern California,
where surf and stars blend in effortless harmony.
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May 12
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Santa Monica, CA
Ragnar Events
Headquarters: Salt Lake City, UT
www.ragnarrelay.com
Speaker: Chris Infurchia, Chief Executive Officer
In 1990, Chris helped grow MECA Software into a market leading tax preparation software brand, which was ultimately sold to H&R
block in 1994. Chris joined Home Financial Network when it was founded and assisted in the growth and ultimate sale to Sybase
Inc. He went on to become the General Manager of the newly formed Web and Wireless Division of Financial Fusion a subsidiary of
Sybase Inc. Before joining Ragnar, Chris spent the prior 5 years as President of Foundation Source Inc. where he helped grow the
business from $100 million in Assets Under Management to $3.5B. Chris received his bachelor’s degree from Eastern Connecticut
State University.
Chris resides in Park City UT and when he is not with enjoying his wife and three children you can find him on slopes in the
mountains of UT.
Company Overview:
Based in Utah, Ragnar is the premier series of overnight road and trail running relays in the United States. Traversing inspiring
and scenic destinations around the country, these events make testing your limits a team sport. In the Ragnar Relay Series, teams
of 12 run a 200-mile relay over two days and one night; in Ragnar Trail Relays, teams of 8 run a 120-mile trail relay over the same
time span. The more than 200,000 runners that participate each year embrace their inner wild to conquer what they thought
impossible; sacrifice sleep for unforgettable moments and cross the finish line to receive our glorious finisher medals (Relay / Trail)
and coveted Double Medals.
Co-founded in 2004 by Ragnar President, Tanner Bell, the company began as a single relay from Logan to Park City, UT and has
grown to include 15 Ragnar Relays and 11 Ragnar Trail Relays with more locations coming online every year. Engage with us on
Twitter @RagnarRelay or on Facebook @TheRagnarRelaySeries and @RagnarTrailRelays.
42
May 12
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Santa Monica, CA
Roadie
Headquarters: Atlanta, GA
www.roadie.com
Speaker: Marc Gorlin, Founder & Chief Executive Officer
Marc Gorlin has been a successful entrepreneur in Atlanta for 20 years. Marc previously co-founded Kabbage Inc., a technology
company that provides working capital to small businesses and consumers and has raised more than $100 million in venture
funding and has a $270 million credit facility from Guggenheim Securities. In 1996, Marc was a co-founder and an original board
member of Pretty Good Privacy (“PGP”), a company formed to commercialize one of the most prevalent security standards used
on the Internet, and popularized in the book The Girl with the Dragon Tattoo. Marc assisted with the initial formation of PGP and
oversaw the financing, growth and eventual sale of the company to Network Associates (Nasdaq: INTC), a public company worth
over $1 billion in December of 1997. After PGP, Marc co-founded VerticalOne, a content personalization service that was sold to
S1 Corporation (Nasdaq: ACIW) for $166 million. Marc was Executive Vice President of VerticalOne and worked in multiple areas
of the company including financing, business development, sales, M&A and security issues. Marc is an active speaker on raising
venture funding and has spoken at the Technology Association of Georgia, Internet Summit, Southeastern Venture Conference,
and Finovate, among other conferences. He graduated Magna Cum Laude from the Henry W. Grady College of Journalism and
Mass Communication at the University of Georgia and remains an avid bulldog fan.
Company Overview:
Roadie is an app-based shipping community that utilizes excess capacity in passenger vehicles, connecting people with stuff to
send with drivers already heading in that direction. We ship local and long haul, same day, next day and even on weekends. Simply
put, Roadie is a faster, cheaper, friendlier way to get your stuff where it’s going.
Formed in early 2014 and based in Atlanta, Georgia, Roadie enables efficient, low-cost delivery for senders, pays drivers for trips
they were already taking, and offers members of the community a variety of other benefits including free roadside assistance,
roadside discounts, and tax write-offs on miles they were already driving. Download the iOS or Android app today and say hello
to the world’s first neighbor-to-neighbor shipping network.
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May 12
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Santa Monica, CA
SimplyShe
www.simplyshe.com
Speaker: Maria Peevey, Chief Executive Officer & Creative Director
Maria Peevey founded SimplyShe in 1999, and has served as Chief Executive Officer and Chief Creative Officer since its inception.
Maria has over 25 years of combined experience in sales, marketing, merchandising and product development. She has worked
for a variety of companies in the consumer products arena both in the private and non-profit sectors. Before founding SimplyShe,
Maria managed marketing and brand development at NewEnergy, Inc., the nation’s largest retail energy service provider, until
it was sold. Prior to NewEnergy, Maria was Director of Marketing for Calstart, a non-profit business consortium that promoted
green transportation technologies, where she worked directly with OEM and start-up companies to develop marketing and sales
strategies. Maria has also held numerous positions in the retail fashion world, including Buyer and Merchant for both mass and
specialty women’s brands in the U.S. Peevey holds a bachelor’s degree in Environmental Science from San Diego State University.
Company Overview:
Headquartered in San Francisco, California, SimplyShe, Inc. is the leading pet lifestyle products company in the U.S., offering a
comprehensive array of functional and fashion-based products that secure and clothe pets. SimplyShe pioneered the category in
2005, initially targeting the canine market, and since has continued to expand its product lines to address felines and an increasing
number of small animal species. Core to SimplyShe’s success has been its distinctive service-oriented capabilities, which are truly
unique in its markets, including turnkey category management, vendor managed inventory, effective in-store merchandising,
on trend and strategy-driven design, and multi-layered analytics that retailers rely on to drive sell-through and engender repeat
purchases. SimplyShe has leveraged these capabilities in true partnership with its customers to develop this category from the
ground up for many of the largest global retailers in the pet specialty, mass, off-price, and grocery/drug channels. As a result,
SimplyShe has become an indispensable de facto ‘category captain’ for each of its customers in this rapidly growing, highly profitable
category. SimplyShe’s harnesses, collars, leashes, apparel, and accessories are uniquely designed and branded to appeal to the
preferences of any consumer, representing the broadest product offering in the industry spanning nearly 3,000 SKUs across a
portfolio of 20 active brands. SimplyShe serves customers such as Wal-Mart, Petco, and Ross that collectively operate over 15,000
doors in the U.S., Canada, Mexico, the UK, and Australia.
SimplyShe participates in the $96 billion global pet industry, which consists of a wide variety of products and services that pet
owners purchase to care for their pets. In the U.S., pet products represent a large addressable market, as 82.5 million U.S.
households, with 198 million dogs, cats, and small animals, spent $55.7 billion on products and services during 2013. The domestic
industry grew at CAGR of 5.4%, from $38.5 billion in 2006 to $58.5 billion in 2014E, fueled by increased pet ownership, a stronger
human-animal bond within U.S. pet owning households (the “humanization” trend), product and service innovation, and a shift
toward premium products.
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May 12
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Santa Monica, CA
SLT (Strengthen Lengthen Tone)
www.sltnyc.com
Speaker: Amanda Freeman, Founder & Chief Executive Officer
Amanda began her career as a trend forecaster at The Intelligence Group where she performed a variety of qualitative and
quantitative research to evaluate today’s concerns and tomorrow’s trends for companies such as ESPN, Target, P&G, and Samsung.
After three years at The Intelligence Group, Amanda attended Harvard Business School where she received her MBA in the spring
of 2003. She then went on to work at LA-based talent agency, CAA, where she continued to help companies around the world
understand their Generation X and Y consumers.
In 2007, capitalizing on the emergence of the Well-Consciousness movement, Amanda left to co-found Vital Juice, a leading health
and wellness daily e-newsletter focused on delivering the latest information, trends and tips in the areas of fitness, beauty,
nutrition, and wellness. Having amassed over 250,000 subscribers in top-tier cities and growing at an annual rate of 150%,
Amanda sold her stake in the company to Tasting Table in 2012.
Dissatisfied with the fitness studio options available to her in NYC, Amanda started SLT in 2011, based on the Megaformer™
equipment she discovered on a trip to LA. In addition to serving as the company’s CEO since its inception, she also teaches classes.
Amanda is also the Co-Founder of the fitness industry non-profit event, Sweaty Saturday, where she works to unite fitness studios
and their clients to sweat for a cause one Saturday each year.
Amanda holds a BA from Duke University (Go Blue Devils!) and an MBA from Harvard Business School.
Company Overview:
Amanda Freeman founded SLT in 2011 with the strong belief that a workout is only as good as its reSuLTs. With nine (9) studios in
the New York City area, SLT has quickly become a cult-favorite boutique studio with legions of devotees (including many models,
celebrities and editors) who swear by the strengthened, lengthened and toned results. SLT is a total body, 50-minute workout
offering a heart-pumping, muscle-quivering, toe-tapping experience on the Megaformer™. Often described as “Pilates on steroids”,
the workout is performed slowly to activate the slow-twitch muscle fibers, leading to the long, lean, toned results we are all seeking.
Muscles are worked to fatigue, forcing them to grow while increasing your rate of fat and calorie burning (up to 600 per session).
As the boutique fitness market continues to thrive, SLT continues to scout out new locations, with at least 4 additional locations
planned for the coming year.
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May 12
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Santa Monica, CA
Stone Brewing Co.
Headquarters: San Diego, CA
www.stonebrewing.com
Speaker: R. Craig Spitz, Chief Financial Officer
Craig joined Stone Brewing Co. as its first Chief Financial Officer in April 2010, where he oversees all financial, accounting, risk
management, legal and contracts, and the Hospitality and Merchandise Divisions. During his tenure, Stone has grown from 48
million in revenues to 185 million. Bringing a strong entrepreneurial background, Craig participates with the two Stone founders
and the COO in guiding Stone in all strategic planning activities. In 2014, Craig negotiated deals to bring Stone’s brewery,
destination restaurant and beer gardens to Berlin, Germany and Richmond, Virginia. To finance these growth projects, Craig
negotiated a 100 million credit facility with Wells Fargo Bank.
Craig started his career as a CPA with Arthur Andersen upon his graduation with high honors from the University of Illinois. He
is an active advisory board member of the San Diego Business Executives Council and a board member of his church’s mission
committee. He was named a San Diego Business Journal’s CFO of the Year in 2013 and was the SDBJ CFO Exemplary Service Award
winner in 2014.
Company Overview:
Founded by Greg Koch and Steve Wagner in 1996, San Diego-based Stone Brewing Co. is the 9th largest craft brewer in the United
States. Stone has been listed on the Inc. 500 | 5000 Fastest Growing Private Companies list 10 times, and has been called the “Alltime Top Brewery on Planet Earth” by BeerAdvocate magazine twice. The multi-faceted company will be the first American craft
brewer to own and operate its own brewery in Europe, and is also building a production brewery and destination restaurant in
Richmond, Virginia. Brewing at both locations is anticipated to begin in early 2016. Known for its bold, flavorful and largely hopcentric beers, Stone has earned a reputation for brewing outstanding, unique beers while maintaining an unwavering commitment
to sustainability, business ethics, philanthropy and the art of brewing.
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May 12
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Santa Monica, CA
Stop Aging Now®
Headquarters: Bethesda, MD
www.StopAgingNow.com
Speaker: Joshua Corn, Chief Executive Officer
Joshua Corn is an e-commerce and digital marketing expert, as well as a natural health advocate active in the industry for over 20
years. He founded his first company, an e-retailer of wellness products in 1994, during his junior year at the University of Michigan.
He sold this company in 2004 after growing sales to over $15 million. In January of 2007, Josh acquired Stop Aging Now from its
founder, and has served as CEO since then. Josh drives Stop Aging Now’s success by focusing on cutting-edge direct marketing
techniques, putting a company-wide emphasis on technology and data analysis, and most importantly, providing high quality
products and services that improve lives. Outside of the office, Josh is an avid outdoorsman and animal lover who enjoys “living in
the now” with his wife and two young sons.
Company Overview:
Stop Aging Now has been providing high quality natural health products and educational content for over 20 years. The Company
was founded in 1995 by Jean Carper, author of 23 books including Stop Aging Now!, a New York Times best-seller. We are proud to be
a leading direct-to-consumer e-retailer of premium-quality dietary supplements, natural skin care products and health publications.
Today, we offer over 150 unique products, which are sold through our website StopAgingNow.com. These products are formulated
by our product development team with the guidance of our scientific advisory board. The Company places a strong emphasis on
product development and continues to expand its line of dietary supplements. Additionally, in 2014 we launched our SkinGevity™
line of skin care products, and in 2015 our new Vets Select™ line of dietary supplements for pets.
Our customers choose our high-quality, natural products because they are all made in the USA in FDA-inspected facilities to
pharmaceutical standards, and are reasonably priced. We also pride ourselves in providing excellent customer service. Customers
appreciate that our Customer Care staff have nutrition-related training, and our industry-leading 365-day return policy gives them
confidence in our products.
Our publishing division, Live in the Now®, which was created in 2009, provides thousands of articles through its website
LiveInTheNow.com, and offers an email newsletter that has a subscriber base of over 200,000, The Live in the Now brand achieves
its revenue from 3rd party advertising and also serves as a prospecting tool for the Stop Aging Now brand. In 2014, Live in the Now
published its first full-length book and by the end of 2015, we will have expanded our offerings to include four books.
Stop Aging Now also relies on meticulous collection of data and utilization of metrics to maximize revenue and margins without
compromising our commitment to quality. In 2010, we internally developed our proprietary ROIntel™ System specifically to meet
our marketing needs. This business intelligence software has allowed us to rapidly grow our new customer base without sacrificing
advertising efficiency.
Stop Aging Now has been included in the Inc. 5000 list of the Fastest Growing Private Companies in America for the past five years,
each year achieving a higher rank than the previous year. Due to our steady, rapid growth over this five-year period, Stop Aging Now
has climbed almost 3,000 places to reach position 1,751 on the 2014 Inc. 5000 list.
47
May 12
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Santa Monica, CA
TCHO Chocolate
Headquarters: Berkeley, CA
www.tcho.com
Speaker: Andrew Burke, Chief Executive Officer
Andrew Burke was appointed the CEO of TCHO Chocolate, the artisan chocolate maker, in January 2014. Burke has more than 20
years of strategic, operational and marketing experience with significant specialty food brands. Previously, Burke was Executive
Vice President, CMO and General Manager of the North American business at Diamond Foods where he helped lead the company
through a significant growth period. He was a member of Diamond Foods’ executive team for seven years and reported to that
company’s CEO. Previously, Burke was Vice President of Marketing for E & J Gallo Winery where he led numerous new product
initiatives focused on the premium segment. Burke spent seven years at Kraft Foods in various capacities including leading the
Altoids brand. Early in his career he worked at Young & Rubicam, a New York-based advertising firm.
Company Overview:
TCHO is a San Francisco bay area artisan chocolate maker committed to creating amazing chocolate, innovating in everything we
do, and making a better world. Designed for professionals as well as the food obsessed, TCHO chocolate explores the pure flavors
inherent in cacao itself. The company has been a pioneer in sustainable sourcing through its unique TCHOSource program that
since 2009 has enabled it to source the best cacao beans in the world by partnering directly with growers.
48
May 12
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Santa Monica, CA
Tiger Tail USA
Headquarters: Seattle, WA
www.tigertailusa.com
Speaker: Spring Faussett, President & Inventor
Spring Faussett, founder of Tiger Tail USA, is the inventor of really awesome massage tools, including the first hand-held foam
roller. She’s played soccer for more than thirty years, including Division 1 Varsity at Washington State University, and credits
a soccer injury as her inspiration for inventing the original Tiger Tail. Spring has successfully positioned companies as leaders
through marketing strategy, branding, communications, promotions and public relations. Previous employers include Microsoft,
Getty Images, Safeco Insurance and Arena Sports. A seasoned inventor, she has successfully brought numerous patents to market,
including SoundFlips Acoustic Ear Warmers and The ZooKeeper Pet Barrier. Spring is launching four new products in 2015, including
her first book Happy MusclesTM: Self-Help Guide To Un-Knot Your Pain.
Company Overview:
Tiger Tail USA was founded in 2006 by athlete and inventor, Spring Faussett. The company manufactures a full line of awesome
massage tools to make sore muscles happy—fast! Sold by top merchants such as Nordstrom, REI, Sports Authority and Target.
With a reputation for easily relieving muscle knots, aches, cramping, spasms and stiffness, retailers describe Tiger Tail as having
“a cult-like following”. Its products are carried worldwide by running stores, distributors, health-care practitioners, gyms, boutique
fitness studios, athletic training facilities, gift stores, travel shops and spas.
Trusted by million-dollar-muscles, Tiger Tail’s massage tools can be found in all NFL training rooms, along with the MLB, NBA, NHL
and MLS. While athletes have long known the benefits of using the Tiger Tail brand, businesses are now incorporating the products
into employee wellness programs. The company has launched an educational branch, providing on-site training to office, retail
and warehouse workers. Curriculum is custom-tailored to the industry, helping employees prevent on-the-job injuries and reduce
pain and stress.
A family-owned business, eighty-five percent of all products manufactured by Tiger Tail are made in the USA. Proudly making
happy muscles everywhere.
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Santa Monica, CA
Traeger Grills
Headquarters: Wilsonville, OR
www.traegergrills.com
Speaker: Jeremy Andrus, President & Chief Executive Officer
Jeremy Andrus joined Traeger Wood Pellet Grills as President & CEO in January, 2014 and acquired the business alongside private
equity fund Trilantic Capital Partners in July of that year. Prior to Traeger, he served as the President and CEO of Skullcandy as
well as on its board of directors. In eight years, Jeremy helped grow Skullcandy’s annual sales from less than $1 million to nearly
$300 million. He served as Director of Strategic Planning and Acquisitions for boutique hotel owner and operator Kimpton Hotels &
Restaurants Group from 2003 to 2005 and managed his own hotel development projects focused on Marriott franchise properties
from 1998-2002. He served as a Consultant for Monitor Company from 1996 to 1998. Jeremy currently sits on the boards of
directors for Wilson Electronics, PurePredictive and TrueGreece, and was formerly a board member of Goal Zero. He volunteers
on the loan committee for refugee microfinance agency International Rescue Committee. Jeremy received his M.B.A. from Harvard
Business School and B.A. from Brigham Young University. He lives in Salt Lake City with his wife and four daughters.
Company Overview:
Traeger created the Original Wood Pellet Grill in an Oregon barn in 1987. Since then, they have pioneered simple and safe outdoor
cooking while continuously leading the market in convenience and versatility. Traeger has been using hardwood to turn ordinary
meals into flavorful, culinary masterpieces for nearly 30 years, and continues to improve Wood Pellet barbecue technology year
after year. Traeger’s wood pellet grill transcends the capabilities of charcoal and propane grills, giving you the ability to Grill, Smoke,
Roast, Bake, and Braise, in addition to traditional BBQ. With Traeger, imagination just might be your only limitation.
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Tria Beauty
Headquarters: Dublin, CA
www.triabeauty.com
Speaker: Peter Wyles, President & Chief Executive Officer
Peter leads Tria Beauty as the President and CEO. Prior to joining Tria, he served as President and CEO of several venture-backed
companies including ReVENT Medical, Inc. and Ventus Medical, Inc. He is an investor and Board member of Theravent, Inc., an overthe-counter therapy for treating snoring, and TutorSync, Inc., an early stage company that is bringing an Über-like experience to the
tutoring business. He spent 15 years at Bayer HealthCare where he held executive management roles in the consumer healthcare,
pharmaceutical and medical device businesses in Europe, Asia and North America. During his career, Peter has successfully
launched more than 20 products globally across multiple consumer channels. Peter earned his MBA from Thunderbird School of
Global Management and his bachelor’s degree from Pennsylvania State University.
Company Overview:
Tria Beauty uses light to transform skin care, liberating women from endless and ineffective beauty regimens. Tria’s devices use the
same technologies preferred by dermatologists for in-office treatments to deliver professional results in the privacy and comfort
of home and at a fraction of the cost. Tria’s portfolio of medical devices for home-use includes the popular Hair Removal Laser
4X and Hair Removal Laser Precision, Skin Perfecting Blue Light used to clear acne blemishes and prevent future breakouts, and
Age-Defying Laser for treating multiple signs of facial aging. Tria’s products are available in North America, Europe and Asia. They
can be found in high-end beauty retailers such as Sephora and Bloomingdales, or on-line. Tria is a VC-backed company based in
Dublin, California.
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TRX
www.trxtraining.com
Speaker: Randy Hetrick, Founder & Chief Executive Officer
Randy Hetrick is the creator of Suspension Training®--the innovative approach to physical conditioning that became a global
fitness phenomenon--and is the founder of TRX, the world’s leading training brand. Over the past three decades Randy built a
record of unique accomplishments including: collegiate athlete, 14-year Navy SEAL Officer, bootstrap entrepreneur, multi-patented
inventor, and growth company CEO whose company earned multiple placements on the rosters of the Inc. 500 Fastest Growing
Companies and Outside Magazine Best Places to Work. He earned a bachelor’s from the University of Southern California; a
master’s from the Naval Postgraduate School, Monterey; and an MBA from Stanford University’s Graduate School of Business,
where he is a contributing lecturer on entrepreneurship, branding and leadership.
Company Overview:
As the global leaders in functional training, TRX’s mission is to empower everyone in their pursuit of better. We’ve developed
the world’s best training equipment, workout programs, and education courses to help everyone, of any fitness level become a
better version of themselves. TRX has also become the industry’s leading provider of specialized education courses for fitness
professionals. We have redefined the application of bodyweight training to enhance human performance and have successfully
disrupted the mature landscape of the health club industry. In 2015, the company increased its footprint beyond the military and
commercial club sectors, by adding schools and consumer retail as top-priority strategic markets.
The company began in a garage and is currently enjoying its 10th year in the market, with a full-time staff of 100 team members.
The brand is supported by a cadre of 350 certified, contracted instructors who deliver some 1,500 ongoing education courses
per year to fitness professionals in dozens of countries. Over the past 8 years, TRX has qualified more than 150,000 training
professionals—who comprise a formidable army of TRX brand ambassadors around the globe. The company’s customer base
includes: hundreds of thousands of training professionals; over 40,000 health clubs; all branches of the US military and many allied
foreign militaries; the largest sporting goods retailers in North America and Europe; a growing body of high schools; universities
and corporate fitness facilities around the world; and tens of millions of individual club members, athletes and home fitness
consumers. TRX enjoys the patronage of the top professional athletes in every sport. The company’s equipment and training
philosophy is changing the way that soldiers train for combat, athletes at all levels train for sport and regular people of all ages
and abilities train for life.
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Wild Oats Marketing
Headquarters: Addison, TX
www.wildoats.com
Speaker: Jim Keyes, Chairman
An innovative business executive, James W. Keyes served as President and CEO of 7-Eleven from 2000 until 2005. Under Keyes’
leadership, 7-Eleven experienced record sales and profits. He also ushered in a new era for 7-Eleven through the introduction
of a host of new electronic services, which helped the convenience-store chain become as well known for its cutting-edge use of
technology as for Slurpees®. Additionally, he collaborated with manufacturers across all merchandise categories to develop new
products. When Keyes retired upon the sale of the company in 2005, 7-Eleven had produced 36 consecutive quarters of same-store
sales increases and had some 6,000 franchised and company-owned stores in the U.S. and Canada with 30,000 stores worldwide.
Keyes graduated cum laude and Phi Beta Kappa with a Bachelors degree from the College of the Holy Cross in Massachusetts and
earned an MBA from Columbia University. In 1985, Keyes joined CITGO Petroleum, which was then a subsidiary of 7-Eleven Inc.
Keyes served in a variety of positions with 7-Eleven, including CFO, EVP and COO. In 2007, Keyes was named Chairman and CEO
of Blockbuster with the intention of migrating the company to digital distribution of content, ultimately selling to Dish Network in
2011.
Keyes partnered with The Yucaipa Companies in 2011 to acquire the intellectual property of the Wild Oats brand following its
merger with Whole Foods in 2007. He led the transformation of Wild Oats into a consumer products brand with more than 200
items currently sold at 2,500 retail locations across the country. Keyes serves as Chairman of Wild Oats. In 2013, Keyes and The
Yucaipa Companies partnered to acquire the Fresh & Easy chain and he is currently leading the transformation of the company
as CEO.
Keyes serves on numerous civic boards, including the national board of governors of the American Red Cross, the Cooper Institute
and the Columbia Business School. A recipient of the Horatio Alger Award in 2005, Keyes was also the founder of the Education is
Freedom foundation, which provides college scholarships for hard-working young students.
Company Overview:
Wild Oats Marketing, LLC was formed by The Yucaipa Companies in December 2011 to bring back the much-loved and trusted
Wild Oats brand. Founded in 1987 in Boulder, Colorado, as Wild Oats Markets, the original Wild Oats was a leading operator of
natural and organic foods stores and farmers markets in North America, and grew to become the nation’s second-largest natural
and organic foods chain. For more information about Wild Oats, visit www.wildoats.com and follow the company on its journey on
Twitter (www.twitter.com/wildoats) and Facebook (www.facebook.com/wildoatsmarkets).
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Additional Conference Details
Summit Registration Hours and Location
The registration area is located on the 5th floor of the Hotel.
Tuesday, May 12, 2015 7:00 a.m. – 4:00 p.m.
Company Presentations
33 companies will give 20-minute presentations followed by a brief audience Q&A (see agenda for details).
Summit Timeline
In order to keep these events on-time, the Summit will be synchronized. Please watch the clocks for the countdown of each time
period. A 5-minute break between each presentation room will allow ample time for you to get to your next presentation.
Networking Events
The Summit will host a Closing Cocktail Reception that will give you an opportunity to relax and mingle with other attendees and
presenters (see agenda for details).
Name Tag Identification
You are required to wear your name tag at all times during the Summit for admittance to meals and presentations.
Internet Access
Computers are located in Arcadia D and will be equipped with Internet access.
Business Center
The Business Center is located in the Arcadia Foyer on the 5th floor of the Hotel and is open from 9 a.m. to 5 p.m.
Program Changes
There may be late changes to the program. Please check with the registration area for any updates.
Speaker Lounge
The lounge provides a comfortable space for Summit presenters. You are free to use the Internet kiosks located in the lounge.
Cell Phones
As a courtesy to our presenters, please be sure to set cell phones to silent mode during the Summit.
Displays/Exhibits
We urge you to visit the Sponsor displays/exhibits located in the Arcadia Foyer. They will be on display throughout the Summit.
Lost and Found
Please place your business card in your backpack to help identify the bag in case it is misplaced. Found items will be returned to
the registration area.
In Case of Emergency
To notify hotel emergency staff, please dial “0” from any hotel phone or dial “911” on any outside phone to get emergency assistance.
Important Telephone Numbers
Loews Santa Monica Beach Hotel: (310) 458-6700
54
Save the Date
Tuesday May 10, 2016
8th Annual Consumer Summit
May 10
•
Santa Monica, CA
55
Notes
56
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Santa Monica, CA
Important Disclosures
The information contained herein represents a summary of public information.
Imperial Capital, LLC neither makes any projections with regard to outcome
nor makes any recommendation with respect to investment in the securities
and the issuers discussed herein. This is a collaborative product of Imperial
Capital, LLC and may reflect contributions from all departments within the
Firm, including the Firm’s investment banking, institutional research and
institutional sales & trading departments. This is not a product of the Firm’s
institutional research department.
This booklet is for information purposes only. Under no circumstances is it to
be used or considered as an offer to sell, or a solicitation of an offer to buy
any security. While the information contained herein has been obtained from
sources believed to be reliable, we do not represent or guarantee that it is
accurate or complete, and it should not be relied upon as such. Any references
or citations to, or excerpts from, third-party information or data sources
(including, but not limited to, Bloomberg, Capital IQ and IBISWorld) do not and
are not intended to provide financial or investment advice and are not to be
relied upon by anyone as providing financial or investment advice. Based on
information available to us, prices and opinions expressed herein, if any, reflect
judgments as of the date hereof and are subject to change without notice.
The securities of the issuers covered by or mentioned herein may involve
substantial risk and should generally be purchased only by investors able to
accept such risk. Any opinions expressed assume that this type of investment
is suitable for the investor. While this is in circulation, Imperial Capital, LLC or its
affiliates may, from time to time, make or quote a market in or make purchases
or sales for their own accounts of securities of the issuers described herein.
Imperial Capital, LLC or its affiliates may from time to time perform investment
banking or other services for, or solicit investment banking or other business
from, any issuer mentioned herein, and therefore Imperial Capital, LLC may
have a conflict of interest that could affect its objectivity herein.
© 2015 Imperial Capital, LLC
www.imperialcapital.com
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(415) 615-4000 | (877) 615-4040

Presenting Company Profiles - Imperial Capital Consumer Summit

Transcription

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