Thrive 2023

October 18th – 20th, 2023 | Omni Interlocken Hotel, Broomfield, CO

In an effort to continue our dynamic and engaging conversations, we invite you to join us for this exclusive, invite-only, two-day gathering, designed for peer-driven knowledge exchange, networking, and the sharing of best practices from the Altvia team. 

Thrive 2023

CAB Thrive 2023

Detailed Schedule of Events

October 18th

  • 4:00pm – 5:45pm ~ Registration | Omni Hotel Lobby
  • 5:45pm – 6:00pm ~ Depart for Acreage by Stem Ciders
  • 6:00 pm – 9:00pm ~ Welcome Reception sponsored by M Search | Acreage by Stem Ciders
    • Join us for dinner and drinks at Acreage by Stem Ciders an urban cider house experience with farm-to-table dishes and the best view in Boulder County. Transportation will be provided.

October 19th

  • 7:30am – 8:30am ~ Registration | Omni Hotel Lobby
  • 7:30am – 8:30am ~ Breakfast (optional) | East Entrance
  • 8:30am – 9:15am ~ CEO Welcome: Altvia’s Vision for Growth and Innovation | Ponderosa
    • Join Altvia CEO, Brie Aletto, as she discusses the future of Altvia, highlighting the focus on growth and innovation. Get ready to discover the roadmap that will shape Altvia’s success in a rapidly evolving landscape.
  • 9:15am -10:00am ~ Adapting and Navigating Financial Market Trends and Predictions presented by Raymond James | Ponderosa
    • Join Raymond James for an illuminating discussion on today’s deal making dynamics. This session dives into the latest trends and predictions about the future of alternative investing.
  • 10:00am – 10:15am ~ Break
  • 10:15am – 11:15am ~ The Vision Driving Altvia’s Product Roadmap and Innovation | Ponderosa
    • Join Altvia’s VP of Product, Josh Haas, as he delves into Altvia’s forward-thinking product approach, unveiling the vision behind our product roadmap and shaped by the present and future of the industry. This will be an interactive session: 20-minute roadmap presentation followed by a 40-minute group discussion.
  • 11:15am – 12:00pm ~ We’re “Geekin’ Out” Over the Future of Tech | Ponderosa
    • Join us for a tech-filled “Geek Out” session with VP of Engineering, Jef Rice, as we explore the future of technology, from AI to cutting edge enhancements. Get ready for a thrilling journey into tomorrow’s innovations.
  • 12:00pm – 1:00pm ~ Lunch | East Entrance
  • 1:00pm – 1:45pm ~ Client Panel: How to Achieve Success with a Data-First Mindset | Ponderosa
  • 1:45pm – 2:00pm ~ Break
  • 2:00pm – 2:45pm ~ Breakout Sessions
    • Demystifying Data, Reporting, and Analytics: A Workshop for Success | Ponderosa
      • Delve into the world of data, reporting, and analytics in our comprehensive workshop. Gain valuable insights and practical skills to leverage data for informed decisions and robust reporting.
    • Mastering LP Communications, Fundraising Management, and Onboarding Best Practices | Fir
  • 2:45pm – 3:00pm ~ Break
  • 3:00pm – 3:45pm ~ Breakout Sessions
    • Revolutionizing the LP Experience: Diving Deeper into ShareSecure’s Best-in-Class Solution | Ponderosa
      • Prepare to revolutionize the LP experience with ShareSecure’s best-in-class solution. In this session, we’ll delve deeper into how ShareSecure proactively provides data transparency to enhance the LP experience, offering invaluable insights into the future of private equity.
    • Optimizing Deal Flow: Strategies for Sourcing, Origination, and Pipeline Management | Fir
      • Join us for an in-depth exploration of deal flow management, encompassing deal sourcing, origination, and pipeline optimization. Discover proven strategies to enhance your deal-making efficiency.
  • 3:45pm – 4:00pm ~ Break
  • 4:00pm – 4:30pm ~ Your Success, Our Commitment: Maximizing your Altvia Technology Investment | Ponderosa
    • Unlock the full potential of Altvia’s Technology with our unwavering commitment to your success. Learn how we work hand in hand to maximize your technology investment.
  • 4:30pm – 4:45pm ~ CEO Wrap Up | Ponderosa
    • Join CEO, Brie Aletto, to conclude and recap Day 1 of Thrive 2023.
  • 4:45pm – 5:30pm ~ Cocktail Hour sponsored by M Search | Lobby & Terrace
    • Join us for a relaxed cocktail hour – enjoy good company and great drinks in a laid-back atmosphere. Cheers to good times and new connections!
  • 5:30pm – 8:30pm ~ Dinner & Geeks Who Drink Trivia | Meritage Restaurant

October 20th

  • 7:30am – 9:00am ~ Breakfast (optional) | East Entrance
  • 8:00am – 9:00am ~ Business Outside Networking Hike (optional) | Lobby
    • Join CEO, Brie Aletto, on a unique networking experience blending work and adventure. Connect with like-minded professionals while enjoying the great outdoors.
  • 9:00am – 10:30am ~ CSM Connections | Ponderosa
  • 10:30am -11:15am ~ Breakout Session
    • Harness the Power of Altvia with Power-User and Admin Tips and Tricks | Fir
      • Discover hidden gems within Altvia’s feature-rich platform and elevate your efficiency to new heights.
    • Strategy Session: Partner Ecosystem + ‘Dubs Office Hours’ | Ponderosa
        • Learn more about our strategic partners and come prepared with questions to ask Chief Strategy Officer, Jeff Williams, anything Altvia!
  • 11:15am – 11:30am ~ Break
  • 11:30am – 12:00pm ~ Closing Remarks | Ponderosa
  • 12:00pm – 1:00pm ~ Lunch | East Entrance
  • 12:00pm – 1:00pm ~ Professional Development Sharing Circle (optional) | East Entrance
    • Join us for a less structured, relaxed discussion where we share a person, book, podcast, show, etc. that has been inspirational or helped guide your professional or personal journey.
  • 1:30pm ~ Golf
    • Continue networking at the Golf Club at Omni Interlocken, ranked third in the “Best Resort Courses for Colorado” Survey. Contact Ray Grant if interested.

What is the Altvia Client Advisory Board?

The Altvia Client Advisory Board brings together a select group of forward-thinking clients to create a collaborative community for candid and open dialogue around strategic business and technology initiatives. In addition, this group will play a pivotal role in shaping our business strategy to drive mutual success.

Benefits to Clients:

  • Opportunity to influence the direction and vision of Altvia and its products.
  • Exposure to Altvia Executives and opportunity to develop relationships with the Product and Sales Teams.
  • Networking and knowledge sharing with industry peers and thought leaders.


Our goal is to host a Client Advisory Board composed of a dynamic and select group of forward-looking individuals who are market-leading users of the Altvia platform. Invitation to this exclusive group is predicated on your firm’s commitment to technology and Altvia-specific knowledge.

For this in-person event, we encourage you to extend this invitation to a few of your colleagues to enhance the collaborative experience.

Your feedback continues to push our business and product forward, so we want to ensure that we continue to hear your voice. Thank you for being such a valuable partner to Altvia.

Please complete the following Google Form to register.

Yes; for this in-person event we encourage you to extend an invitation to up to three people from your firm to enhance the collaborative experience. Please have your colleague(s) complete the Google Form to register.

Your participation in this event comes at no cost. Altvia will take care of all event-related expenses, but we kindly request you to please take care of your own travel and incidental costs. 

Call 1-800-THE-OMNI and refer to the group (Altvia) and meeting name (Thrive 2023) or Register Online

Note: all reservations must be guaranteed by a valid major credit card, which will be supplied at the time of reservation. Any guaranteed reservation not cancelled 72 hours prior to arrival will be subject to one night room and tax cancellation fee.

All reservations must be guaranteed by a valid major credit card, which will be supplied at the time of reservation. Any guaranteed reservation not cancelled 72 hours prior to arrival will be subject to one night room and tax cancellation fee. An early departure fee for one night’s room and tax will apply if an attendee checks out prior to their checkout date.

  • Denver International Airport
  • Rocky Mountain Metropolitan Airport

JSX, a new, unique public charter operator flies here! 

  • Denver International Airport
    • Taxi or ride share: approximately $70 one way
    • The hotel recommends Eight Black (720)316-6822 or
  • Rocky Mountain Metropolitan Airport
  • Additional transportation:
    • Car rentals are available through the front desk.
    • Courtesy van is available for guest transportation to the golf club and to businesses within the Interlocken Business Park and Flatiron Crossing Shopping Center.

The Omni will honor the room block rate for stays immediately before or after our event.

The Altvia office in Broomfield is only 3 miles (7 minutes) away. Please let us know if you want to reserve a working space or schedule 1:1 meetings.

See a full list of things to do here.