Financial Services / Events
Value Investing Congress
Launching the Inaugural Value Investing Congress
500+
Value investors in attendance from around the world
~$2,500
Per ticket at launch
$1MM+
In event revenue from ticket sales
10 Years
A partnership that spanned over a decade
Overview
With just five months to launch the inaugural Value Investing Congress, Schwartz-Tilson Information had the vision and the venue: Jazz at Lincoln Center. What they didn't have was the infrastructure, team, marketing engine, operational roadmap, or production plan needed to turn that vision into a sold-out, premium investor event.
The Work
- →Built infrastructure and systems from scratch including event website, online registration platform, email service provider, tracking mechanisms, and more
- →Defined the Congress' value proposition and developed core messaging
- →Developed and executed targeted multi-channel marketing campaigns
- →Created all marketing collateral across digital, print, and video
- →Launched the congress newsletter, Value Investor Insight
- →Hired and managed vendors, logistics, and on-site operations
- →Directed full production including A/V, staging, and video
Engagement
The Results
Following the success of the inaugural event, Yael was retained to lead marketing and operations for the Value Investing Congress for the next decade, overseeing its continued growth into an internationally recognized bi-annual event.
“In only 5 months, Yael was able to set up a whole marketing infrastructure for the Congress, develop and roll out all marketing initiatives, negotiate terms with all vendors, and run a sold-out Congress impeccably. She is extremely dedicated and resourceful, and we love working with her.”
John L. Schwartz
CEO, Schwartz Tilson Information
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