Connecting Companies with Leading Investors
2023 Dates
Virtual, January 26
Virtual, March 29
Virtual, May 30
Agenda
| EST | Track 1 | Track 2 |
|---|---|---|
| 9:00 am | Tonix Pharmaceuticals | |
| 9:30 am | Dynatronics | Splash Beverage |
| 10:00 am | U.S. Energy Corp. | |
| 10:30 am | Cocrystal Pharma | VersaBank |
| 11:00 am | ArrowMark Financial Corp | |
| 12:00 pm | Orion Energy Systems | |
| 1:00 pm | ReShape Lifesciences | |
| 4:00 pm | Investor Panel
The Investor Summit Stock Pitch Panel |
Sponsors
Past Speakers
Andrew Shapiro
Andrew Walker
Brandon Mackie
Carolina Rojas
Colin Kelly, CFA
Dale Wettlaufer
Dan Ramsden
David Waters
Donald Chambers
Greg Falesnik
Harvey Fram
Ian Hunter
Jeff Ramson
Joe Besecker
John Huber
Maj Soueidan
Keith Smith
Nate Tobik
Paul Andreola
Rick Rule
Shree Viswanathan
Steve Kiel
Tobias Carlisle
Tyler Hardt
Valter Pinto
Vijay Chopra
Who Participates
Market Cap
$100-$300 (22%)
$300M+ (25%)
Under $500M (33%)
$50 - $100M (21%)
SECTOR
Healthcare (25%)
Consumer/Financial (23%)
Technology (22%)
Energy/Cannabis (16%)
Industrial/Blockchain (14%)
Investor Breakdown
Family Office (12%)
Institutional (61%)
HNW (9%)
RIAs (18%)
Testimonials
While many investor conferences have transitioned to virtual format in recent weeks, The Investor Summit was far more of a success than others. I had a full slate of 1X1s, a well-attended presentation and no issues with the conferencing lines or other virtual aspects of the conference. I’m looking forward to the next Investor Summit conference.
Jeff Klenda
Chairman and CEO, Ur-Energy Inc.
We participated in the virtual Summer Summit with a micro-cap client of ours, VIQ Solutions, Inc. We were very pleased to see that we had a full book of meetings for 3 of the four days of the event. The meetings were high quality and we've since had several follow-up meetings. We would definitely recommend the Summit for any micro or nano-cap company that's looking for HNW, accredited retail and family office investors.
Laura Kiernan
CEO & Founder, High Touch Investor Relations
Fred Rockwell and his team at Investor Summit Group put on world class investor events. The Investor Summit conferences are typically well-attended, thoughtfully organized, and provide a valuable opportunity to meet with many high quality management teams in a short amount of time. Looking forward to future conferences.
Nathan Weinstein
Director, Aegis Capital Corp.
When JetPay first began our IR outreach, the MicroCap Conference (now the Investor Summit) was one of the first at which we participated. It is the only one we continued to attend each year, because of the quality of investor audience, presentation attendance, and overall setup. There is no question in our mind that this helped JetPay maintain our stock price and NASDAQ listing, allowing us to sell JetPay to NCR at a 168% premium to our share price at closing. We would recommend this conference to any small-cap company in our vertical markets.
Peter Davidson
Vice Chairman, JetPay Corporation
We truly enjoyed the event and met with a number of high-quality investors that we intend to continue dialogue with. We look forward to participating in future events that you host. Thanks for putting on such a high-quality conference, we’ll be sure to let industry colleagues know of how valuable our opportunity was.
Tim Gray
CFO, pdvWireless (PDVW)
As always, the Investor Summit is very well-run and scheduled, with a wide variety of attendees. We feel we receive great value for the investment in the conference with the exposure we receive to new and existing investors.
John LaGourgue
VP Corp Dev, Grande West Transportation Group (GWTNF)
A note from the CEO
No one gets the pressure until they sit in your seat. You make the final decisions for your business and are responsible for the outcomes.
At Investor Summit, we’ve built a 2 day conference finally worthy of your time. Our goal is for you to leave with one actionable insight and a Rolodex of investor leads. The event offers a highly vetted community of investors, support from industry experts, a 5-star steakhouse dinner, and all packaged in best-in-class technology that puts the power of the network at your finger tips.
What’s new this time is that Investor Summit and our sister business Ascent Conference will be combining to provide executive teams with an experience that includes both networking with investors and learning. The Ascent Annual conference is the East Coasts most anticipated Growth conference for the C-suite!
Our analysts go through the invite-only list of attendees as if they are choosing guests for The Met Gala. If you are receiving our emails, you should feel special. By inviting only the best we are able to create engineered serendipity for you at the conference. You don’t have to leave it to chance to bump into someone who can help you and your business. They all can!
We work with over 150 industry experts to create deep dive roundtables around the most pressing challenges facing the CEO. This is where you find solutions to the problems that you can’t just Google.
Our developers have built a platform of industry leading technologies that make networking and building connections easy. Seamlessly find the right people to meet with all based on your intentions for the event. Peruse a marketplace of roundtables with topics that solve your problems. It couldn’t be a more user friendly experience.
We would love to have you join us on November 14 & 15 in NYC for what is guaranteed to be the best 2 days that you spend all year. Thank you for letting us support your companies Ascent to the top!
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Best, Fred Rockwell Founder and CEO |