Wolfe Research Upcoming Events

We regularly update this page with our upcoming events, including upcoming conferences, meetings with managements, hosted company visits, and other events of interest for our Wolfe Research clients. See our library section for a list of past events including conference call replays and audio briefs for which clients may still register to view.

Click on the event below for which you wish to register and someone from Wolfe Research will be in touch to confirm as the event approaches. Pre-registration is required for all Wolfe Research events.

May 21, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman will host meetings with company management in conjunction with the 2019 AGA Financial Forum, at the Fort Lauderdale Marriott Harbor Beach Resort & Spa. This is a capacity-constrained event, so we will confirm your attendance as soon as possible after we have gauged demand.

May 28, 2019

Senior Analyst covering Payments, Processors, and IT Services, Darrin Peller, will host meetings and a group lunch with WEX CEO, Melissa Smith, in NYC on Tuesday, May 28th.

June 4, 2019

Senior Analyst covering Diversified Banks & Brokers, Steven Chubak, will host a headquarter meeting with Goldman Sachs' CEO, David Solomon, on June 4 in New York. 

June 5, 2019

Wolfe Research Senior Healthcare Services Analyst, Justin Lake, will host a group lunch with Brian Kane (CFO) and Amy Smith (VP Investor Relations) in New York City on Wednesday, June 5th.

June 11, 2019

Wolfe Research's Senior Analyst covering Utilities & Power, Steve Fleishman, will host meetings with American Water Works on June 11-12 in Europe. AWK management includes Susan Story, CEO, and Linda Sullivan, CFO. 

June 11, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host meetings with DTE Energy CEO, Gerry Anderson,­ in the Mid-Atlantic on June 11-12, 2019.

June 11, 2019

In this seminar, we will discuss two of our latest research. First, we will present our research on the global public real estate market – both REITs (Real Estate Investment Trusts) and property companies. We use a suite of alternative data vendors (e.g., CIQ, SNL) and incorporate the unique idiosyncratic issues in analyzing REITs and property stocks. Next, we describe the third part of our global energy stock research series. In this piece, we focus on the upstream E&P (Exploration and Production) industry. We demonstrate how alternative data on E&P companies’ reserve and production can be used to enhance alpha.

June 12, 2019

Wolfe Research’s Managing Director of IT Hardware & Networking, Steven Milunovich, will host a tour of Caltech on Wednesday, June 12th, 2019 in Pasadena, CA. 


Tour Overview:

Center for Autonomous Systems & Technologies: Robot explorers, first responders, transporters, and transformers

AWS and Corporate Relationships in Computing and Mathematical Sciences: Caltech and AWS collaborating on machine learning and computer vision

Medical Engineering: Use of MEMS/NEMS technologies for micro implant devices aiding in spinal neural stimulation, prosthetics, and drug delivery

June 13, 2019

Senior Analyst covering Diversified Banks & Brokers, Steven Chubak, will host meetings and a group lunch with Stifel CEO, Ron Kruszewski, in NYC on Thursday, June 13th

June 13, 2019

Wolfe Research Senior IT Hardware & Networking Analyst, Steven Milunovich, will be hosting meetings with HP Inc. IR, Tesh Dahya, in the Mid-Atlantic region on Thursday, June 13, 2019.