Wolfe Research Past Marketing Events

Below please see a sample of recently hosted Wolfe Research corporate non-deal road shows, special analyst lunch and dinners, headquarter and other company site visits, industry bus tours, client trips to meet industry sources and past conferences. Our events are always well produced aimed at generating relationships and actionable ideas. For a list of upcoming events please see our Upcoming Events page.

June 7, 2018

Wolfe Research Accounting & Tax Policy Analysts, Chris Senyek and Adam Calingasan, will host a CFA Exam Review Session at The Palm in Boston on Thursday, June 7th, 2018. The morning session is from 8:00am – 12:00pm and will cover CFA Level 1: Financial Statement Analysis Review. Detailed discussion topics along with practical illustrations will include: Understanding and interpreting income statement, balance sheet, and cash flow statement items; EPS, inventory, income taxes, property, plant, and equipment, and intangible accounting; Long-term liabilities and sales type / operating leases accounting; Earnings / cash flow quality red flags; Key differences between U.S. GAAP and International GAAP; Q&A. The afternoon session is from 12:30pm – 4:00pm and will cover CFA Level 2: Financial Statement Analysis Review. Detailed discussion topics along with practical examples will include: Pension, foreign currency, and stock based compensation accounting; M&A, joint ventures, variable interest entities, and derivative accounting; Earnings quality red flags / analysis; How to adjust the I/S, B/S, C/F for financial statement analysis (LIFO to FIFO, operating leases, deferred taxes, etc.); Key differences between U.S. and International accounting; Q&A. Please note that the reviews will not be webcasted and space is limited. Please click here to express interest.

June 5, 2018

Wolfe Research Senior Staples & Retail Hardlines Analyst Scott Mushkin will host a group lunch with guest speaker Mike Carroll, CEO of ShopOne Centers REIT at Wolfe’s office in NYC on Tuesday, June 5th at 12:00pm EST.  Please contact your sales representative or click here if interested.

May 30, 2018

Wolfe Research Senior Transportation Analyst, Scott Group, will host a group lunch on Wednesday, May 30th at 11:30am CT at the Wolfe Research Dallas office. Topics for discussion will include key takeaways from the Wolfe Global Transportation Conference, where are we in the pricing and capacity cycles for transports, what CSX means for the other rails, whether the TL cycle has peaked, the impact of rising fuel, and key themes and best ideas from here. Please contact your sales representative or click here to express interest.

 

May 24, 2018

Wolfe Research Senior Airlines and A&D Analyst, Hunter Keay, and Senior Transports Analyst, Scott Group, will host a webcast on Thursday, May 24th at 2:30pm ET. They will discuss key takeaways from Wolfe’s 2018 Annual Global Transports Conference, provide an update on demand, pricing and capacity trends and more. For more information, please contact your sales representative or click here.

May 24, 2018

Wolfe Research Accounting & Tax Policy Analysts, Chris Senyek and Adam Calingasan, will host a CFA Exam Review Session at the Wolfe Research offices (420 Lexington Avenue) in New York City on Thursday, May 24th, 2018. The morning session is from 8:00am – 12:00pm and will cover CFA Level 1: Financial Statement Analysis Review. Detailed discussion topics along with practical illustrations will include: Understanding and interpreting income statement, balance sheet, and cash flow statement items; EPS, inventory, income taxes, property, plant, and equipment, and intangible accounting; Long-term liabilities and sales type / operating leases accounting; Earnings / cash flow quality red flags; Key differences between U.S. GAAP and International GAAP; Q&A. The afternoon session is from 12:30pm – 4:00pm and will cover CFA Level 2: Financial Statement Analysis Review. Detailed discussion topics along with practical examples will include: Pension, foreign currency, and stock based compensation accounting; M&A, joint ventures, variable interest entities, and derivative accounting; Earnings quality red flags / analysis; How to adjust the I/S, B/S, C/F for financial statement analysis (LIFO to FIFO, operating leases, deferred taxes, etc.); Key differences between U.S. and International accounting; Q&A. Please note that the reviews will not be webcasted and space is limited. Please click here to express interest.

May 22, 2018

Wolfe Research Senior Healthcare Services Analyst, Justin Lake, will host a group lunch on Tuesday May 22nd at 12PM in New York with Horizon Blue Cross Blue Shield of New Jersey management, Bill Georges – VP, Chief Strategy Officer.. To express interest, please contact your sales representative.

May 21, 2018

Wolfe Research Senior Leisure, Gaming & Lodging Analyst, Jared Shojaian, will host a webcast on Monday, May 21st at 2:00pm ET. He will be discussing what has changed over the past 20 years in the cruise industry, including important nuances on that future supply growth. For more information, please contact your sales representative or click here.

May 20-22, 2018

Wolfe Research will host meetings with company management in conjunction with the 2018 AGA Financial Forum, at the JW Marriott Phoenix Desert Ridge Resort & Spa. This is a capacity-constrained event, so we will confirm your attendance as soon as possible after we have gauged demand. Please click here to express interest.

May 16, 2018

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman will host a webcast on Wednesday, May 16 at 2pm ET with NextEra Energy CEO, Jim Robo. For more information, please contact your sales representative or click here

May 11, 2018

Research Senior Utilities Analyst, Steve Fleishman will host meetings and a group lunch with Duke Energy Corp on Friday, May 11th, 2018. Attending from management will be Lynn Good, Chairman, President and CEO. For more information, please contact your sales representative or click here.