Annual Southwest Ideas Conference 2026

The conference is held in Dallas, Texas.

The organizer names institutional investors, family office representatives, select high-net-worth individuals, qualified retail brokers, and other accredited investors as attendees. Attendance is by invitation.

It is most useful for institutional investors, family offices and other accredited investors looking for small and mid-cap long-term ideas, since presenting companies are referred by buy-side sponsors such as Diamond Hill and Barrow, Hanley, Mewhinney & Strauss rather than chosen for banking fees. Company executives wanting a broad public stage, and salespeople hoping to pitch services, would get less, as attendance and presenting are by invitation only and attendees must agree not to solicit.

Investor conferences in Dallas usually call for business attire, with suits or blazers common, though many buy-side professionals dress in business casual with a jacket and no tie.