ICV helps investors to stay informed, conduct due diligence, and build and strengthen relationships with management vis-à-vis one-on-one and group meetings. Roadshows are organized by a staff of seasoned professionals with diverse experience and investor networks by geography and type, including those who have worked for family offices and hedge funds, and managed sales desks and trading desks at financial services companies.

Places we visit and those in our community:



Boston (mutual funds and hedge funds)
Greenwich / Stamford (family offices and hedge funds)
New York City (family offices, hedge funds, mutual funds, PE firms and VCs)


Atlanta (family offices)
Birmingham (family offices)
Miami (family offices and hedge funds)
West Palm Beach (family offices)


Chicago (hedge funds and mutual funds)
Cleveland (family offices)
Milwaukee (hedge funds and mutual funds)
Minneapolis (hedge funds)


Austin (hedge funds and mutual funds)
Dallas (family offices and hedge funds)
Houston (hedge funds)

West – Mountain

Denver (family offices, hedge funds and mutual funds)
Scottsdale (hedge funds)

West – Pacific

Los Angeles (hedge funds and mutual funds)
San Diego (mutual funds)
San Francisco (hedge funds and mutual funds)
Silicon Valley (family offices, hedge funds and VCs)


France – Paris (public banks and mutual funds)
Italy – Milan (private and public banks)
Switzerland – Geneva, Lugano, Zurich, Zug (family offices, hedge funds and mutual funds, private and public banks)
United Kingdom – London (hedge funds and mutual funds)

Asia – Pacific

Australia – Sydney (family offices and asset managers)
China – Beijing, Shanghai, Shenzhen, Wuhan (family offices and hedge funds)
Hong Kong (family offices, hedge funds and mutual funds)
Japan – Osaka and Tokyo (family offices and asset managers)
Singapore (private and public banks)