analysts and portfolio managers
Engage issuers not prioritized by your sell-side brokers without sacrificing precious commission dollars
BROKERS AND ADVISORS
Experience a level of access to issuers historically reserved for commission-paying institutional investors
Family Offices
Uncover innovative new vehicles to complement your portfolio holdings
Accredited Investors
Network with other serious investors near you to elevate your research efforts
Attend an event
strengthen your understanding oF the investments you care about
Efficient Meetings
Gain fast, comprehensive exposure to unique issuers through structured 60-minute group and private meetings
Professional Setting
Learn alongside other smart, prepared investors in a collegial, professional atmosphere
Advance Questions
Communicate to management ahead of events to ensure your unique research needs are addressed
Smart Follow-through
Direct management on how to interact with you following your introduction