Our Story

As a fifth-generation investment executive, founder Robert Smith created ICV (Investment Community Visibility) to build upon the legacy of his great, great grandfather, William E. Harmon, who operated the largest real estate company in the world, created the mortgage in 1902, and donated to thousands of nonprofits on an anonymous basis. 

ICV connects hard-to-reach Family Offices and leading Fund Investors to evaluate opportunities that create a social impact beyond a financial return. We have had tremendous success in convening and mobilizing change makers, thought leaders and investors.

Our first event was hosted in January 2014 in Napa Valley for 23 like-minded individuals. Two years later, we hosted ICV Manhattan 2015, our first event in a major city. Over this period, attendance increased fifteen-fold, with little advertising and without sponsorship. ICV Manhattan 2015 attracted over 400 investor applicants, with 287 approved and 141 declined, resulting in over 130 single family offices and fund investors managing more than $1 trillion in combined assets in attendance.

There are few communities by virtue and wealth that can advance corporate responsibility, capitalize businesses at significant levels, and influence systemic change. 

Building on the success of our events, ICV launched Strategic Advisory, drawing upon a talent pool to help identify a company’s hidden value and its potential, and provide solutions for the challenges that companies face as they compete for attention in today’s crowded capital markets environment.

Over the next year, ICV diversified the content of its events to appeal to a broader set of individuals who do not typically attend investor conferences. We introduced risk experts, civil society leaders, distinguished economists, and artists and musicians for substantive opportunity and expert presentations. In addition, recognizing that we could mobilize capital towards companies that do well and do good, we began to introduce nonprofit organizations that address societal challenges in the hope that their message would reach philanthropists.

On September 16, 2016, the observance of the International Day of Peace, in support of the Permanent Secretariat of the World Summit of Nobel Peace Laureates, ICV hosted a highly exclusive, intimate dinner, where three inspiring and heroic world leaders, Leymah Gbowee, Shirin Ebadi, Tawakkol Karman, all Nobel Peace Prize Laureates, shared their experiences and insights in meeting personal and global challenges and policies for a more peaceful and secure world. Other speakers included Jonathan Granoff and Amir Dossal, UN Representatives of the Permanent Secretariat of the World Summit of Nobel Peace Laureates. Seated at the 32-person dinner table were representatives of Family Offices and Fund Investors, a small, yet powerful investor group made up of representatives from firms managing more than $100 billion in combined assets. This special event marked the first time that Nobel Peace Laureates engaged investors and philanthropists and its first contribution in New York since the Permanent Secretariat obtained consultative status to the United Nations Economic and Social Council (ECOSOC).

At ICV Manhattan 2016, we convened over 100 Family Offices and Fund Investors managing more than $2 trillion in combined assets. The two-day event featured over 70 speakers, including leading industry-focused investors (e.g., agriculture, entertainment, financial, healthcare, technology), chief executives, ambassadors, New York Times bestselling authors, famous artists, a Nobel Peace Laureate, and a 27-piece orchestra.

In April 2017, ICV hosted its first healthcare innovation forum, ICV Philadelphia. Our host was Thomas Jefferson University and Jefferson Health, the largest academic medical center in Philadelphia, a 193-year old institution acting like a start-up. Family Offices, Fund Investors, Key Opinion Leaders, Academia and Chief Executives convened to share ideas on healthcare innovation and research that is leading to breakthroughs in medicines, therapies, devices, and technologies which will define the future of healthcare. ICV Philadelphia: Healthcare Innovation Forum was not just another healthcare conference, our objective was to mobilize capital towards treatments capable of curing a myriad of illnesses, thus helping people to live longer, with less pain, and profoundly improve countless lives. ICV Philadelphia marked the first large scale investor conference hosted at an academic medical center.

Working exclusively with companies that advance the Sustainable Development Goals (SDGs), as a proud member of the United Nations Global Compact, and as a partner to USAID, ICV has begun to bridge the gap between political and financial worlds to drive development.

ICV Manhattan 2017 will be a historic two-part event at which we will convene the largest gathering of Family Offices, Fund Investors, Heads of State, Heads of Government, Foreign Ministers, Nobel Peace Laureates, CEOs and NGOs for one urgent purpose: to realize the $12 trillion opportunity that is the 2030 Agenda for Sustainable Development.

On September 15, during the observance of the ICV International Day of Peace, we will convene peace builders in partnership with the Permanent Secretariat to the World Summit of Nobel Peace Laureates

On September 19 & 20, at ICV Investing in the Global Goals, coinciding with the outset of the 72nd session of the United Nations General Assembly, we will explore innovative approaches to drive transformational investment in the SDGs.

More than ever, we need business to be purposeful and pro-active in helping to ensure stability and drive social and economic transformation.

More than ever, the opportunity exists to attract investment capital for sustainable development.

Join us in mobilizing capital for good.