Joint Venture Group Conferences

Be a thought leader for the industry’s leading investment professionals.

We take pride in creating conferences that are 100% focused on investor education. What makes our conferences unique is that they are developed by investment and fund managers for advisors and institutional investors, with buyside-only attendance. The cornerstone of our success comes from putting ourselves in the shoes of an investment professional. Put simply, what keeps them up at night? Does it make sense to allocate money to certain asset classes? How do they explain their decision-making process, in an easy-to-understand way, to the end investor?

  • Our conferences are focused on a particular asset class (Liquid Alts, MLPs, Digital Assets, etc.)

  • Continuing Education (CE) credits are offered
  • Conferences are 1 – 2 days and include networking opportunities

  • Average investor AUM is $100 million – $500 million

70% or greater of the audience consist of investors comprised of the following:

  • Registered Investment Advisors (RIAs)
  • Registered Reps (RRs)
  • Securities Brokers
  • Endowments
  • Foundations
  • Family Offices
  • Pension Funds
  • CPAs

Upcoming Events

Digital Asset Strategy Summit

October 18 – 19, 2020 Dallas, TX GET THE DETAILS

Joint Venture Group, along with the RIA Digital Assets Council (RIADAC) have created digital asset tracks at the following conferences. To learn more, please contact

Inside ETFs January 26–29, 2020 – Diplomat Beach Resort – Hollywood, FL TD Ameritrade’s National LINC January 29–31, 2020 – Hyatt Regency – Orlando, FL T3 Advisor Conference February 17–20, 2020 – Marriott Marquis San Diego Marina, San Diego, CA Schwab IMPACT November 10–13, 2020 – Boston Convention & Exhibition Center – Boston, MA

A Trusted Source

Drawing from 25 years of investing in the equity markets and 18 years of producing world-class finance events, Joint Venture Group partners with leading fund managers, advisors, institutional investors and service providers to provide educational, sales, marketing and networking opportunities through the following mediums:

  • Asset Class-Based Conferences
  • Consulting
  • Roadshows
  • Webinars