Home - Investor Summit Group

Connecting Companies with Leading Investors

2023 Dates
Virtual, January 26
Virtual, March 29
Virtual, May 30

As one of the leading small & micro cap conferences, we connect companies with qualified investors. We are renowned for facilitating lasting and valuable relationships between investors and management teams. We provide a seamless experience that drives ROI for presenting companies.


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


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


Past Speakers

Andrew Walker

Brandon Mackie

Carolina Rojas

Colin Kelly, CFA

Dale Wettlaufer

Dan Ramsden

David Waters

Donald Chambers

Greg Falesnik

Harvey Fram

Jeff Ramson

Maj Soueidan

Nate Tobik

Paul Andreola

Rick Rule

Shree Viswanathan

Steve Kiel

Tobias Carlisle

Valter Pinto

Vijay Chopra

Who Participates

Market Cap

$100-$300 (22%)
$300M+ (25%)
Under $500M (33%)
$50 - $100M (21%)


Healthcare (25%)
Consumer/Financial (23%)
Technology (22%)
Energy/Cannabis (16%)
Industrial/Blockchain (14%)

Investor Breakdown

Family Office (12%)
Institutional (61%)
HNW (9%)
RIAs (18%)


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!

Fred Rockwell
Founder and CEO