About | East Coast | Midwest | Southwest | Sponsors

Why IDEAS?

Our conferences provide independent, high-quality forums for publicly traded companies to present their investment story directly to the institutional investors who are most relevant to their shareholder and capital-markets objectives. Unlike traditional conferences, where participant lists are often predetermined by investment banks, we believe investors should have a meaningful voice in deciding which companies are invited to present. The result is a more relevant, focused, and valuable experience for both investors and company management teams. We believe this creates a more concentrated and productive environment for both sides of the market, giving management teams access to a highly targeted audience of influential investors, while giving institutions greater exposure to companies aligned with their investment interests.

Performance Highlights & Growth Trends

603

total 1x1 meetings
conducted

outperforming the
10-year average

average 1x1 meetings
per company

exceeding the 10-year
conference average

100%

of investors

indicated they would attend a future IDEAS Conference

88%

of investors and companies

rated the overall quality and productivity of their 1x1 meetings as “Excellent” or “Good”

91%

of investors and companies

rated their overall conference experience as “Excellent”

92%

of investors and companies

reported they were “extremely likely” to recommend the IDEAS Conferences to colleagues

Proven Track Record

10-Year Engagement Metrics (2016–2025)

Organized	1,625
	company presentations
Hosted	1,600
	investment firms
Facilitated	13,785
	institutional 1x1 meetings over the past decade
Averaged	460
	curated 1x1 meetings per conference
Delivered	9
	average investor meetings per conference
Facilitated approx.	230
	investor meetings per day

OUR MISSION

Generate IDEAS for investors that outperform the markets.

Introduce companies to the RIGHT group of investors & analysts.

Stay INDEPENDENT and free of outside influence.

Screen IDEAS on investment merits, not based on fees.

Where Long-Term Investment Ideas Begin

Presenting companies participate by invitation only, and our events are sponsored by the investment community, for the investment community. We do not select presenting companies based on their potential to generate investment banking fees. Our IDEAS are sourced from our buy-side sponsors that collectively manage more than $150 billion in assets, complemented by our own independent due diligence. This rigorous process has helped us build a strong reputation as a trusted source of long-term investment IDEAS.

Attendance is by invitation only. In addition to institutional investors, we invite other qualified investors, including family office representatives, select high-net-worth individuals, and other accredited investors. Our independence allows us to include investors who might otherwise be excluded from traditional industry events due to minimum commission requirements or the absence of an established relationship with a particular investment bank.

IDEAS Conferences – Industries Represented 2016-2025

IDEAS Investor Conferences are sponsored by and directly for the benefit of institutional investors.

What Investors & Companies Say

“Great selection of companies that are under the radar but quality ideas.”

“Incredible time leverage; meeting so many companies and hearing about ones I might not have otherwise looked into was a great use of time.”

“One of the best events I've attended!”

“Well-run event, full schedule, engaged investor group.”

“Investors that attended were high quality… also like that the conference attracted investors from all over the US.”

“Very well thought out. Always an excellent schedule and a good mix of new/prior/owners. Very productive use of our time.”

“This conference attracted the type of investors likely to be a good fit… the investors I met with had clearly done work on our company, indicating they were truly interested.”

“Very good schedule in terms of number and quality of meetings.”

Conference Details

CONFERENCE FORMAT

Each event features 60–80 presenting companies over two days, with each company allocated a 35-minute group presentation attended by an investor only audience, with up to three companies presenting concurrently.

ONE-ON-ONE MEETINGS

Each presenting company participates in demand-driven one-on-one meetings scheduled throughout the day of its group presentation, with an average of nine investor meetings per company.

WEBCAST

Each presenting company has the opportunity to webcast its group presentation, with a dedicated webcast link that remains active for one year.

LUNCH PROGRAMS & RECEPTIONS

Each day features a hosted lunch program with a keynote speaker, followed by a cocktail reception at the conclusion of the first day. These events are open to both investors and presenting companies, providing additional opportunities for networking and relationship building.

CONFERENCE MATERIALS

Presenting company materials, including current market data, company profiles, factsheets, and other supporting materials highlighting key investment considerations, are available to conference attendees.