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.

March 26, 2019

Wolfe Research Senior Consumer Analyst Scott Mushkin, will host a tour of the Amazon Fulfillment Center in Edison, NJ on Tuesday, March 26th. Please note this event is capacity constrained. For more information, please contact your sales representative or click here

March 27, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host meetings with CMS Energy Corp President & CEO, Patti Poppe and EVP & CFO, Rejji Hayes in Minneapolis & Chicago on Wednesday, March 27th, 2019, in Los Angeles on Thursday, March 28th, 2019 and in San Francisco on Friday, March 29th, 2019. ­To express interest, please contact your sales representative or click here.

March 27, 2019

Wolfe Research Senior Automotive Analysts Dan Galves and Rod Lache will host an Auto Technology Lunch at Wolfe Research in NYC on Wednesday, March 27th, 2019 at 12pm.

March 28, 2019

Wolfe Research Senior Consumer Analyst Adrienne Yih, will host a Non Deal Roadshow with PLCE on March 28th in Boston. Joining from PLCE will be Jane Elfers (CEO), Michael Scarpa (COO&CFO), and Anthony Attardo (IR). For more information, please contact your sales representative or click here

March 28, 2019

Wolfe Research Senior Consumer Research Analyst, Scott Mushkin will host a group lunch on Thursday, March 28th in our NY office. Topics will include U.S. Walmart Deep Dive Price Analysis, First Look at Proprietary Consumer Trends Research, and Early Thoughts On 2Q Earnings.

March 28, 2019

This seminar (7:30am-8:30am) will offer a more practical discussion on how fundamental investors can incorporate alternative data and portfolio analytics in their investment process. Specifically, two sector-specific models (BALI for global banks and TALIA for global TMT stocks) will be discussed along with portfolio risk, attribution, tilting and hedging framework Port. 

March 28, 2019

The second seminar (11:15am–12:30pm) will look at how to apply cutting edge machine learning techniques in global stock selection models with technical details. This event is designed for systematic investors who want to have a deep understanding of the underlying research methodology. Specifically, three flagship global stock selection models will be discussed – LEAP, MALTA and SHIELD.

April 1, 2019

Wolfe Research Senior Transportation Analyst, Scott Group, will host a group lunch in at the NYC office on March 29th. Topics of discussion will include who is most likely to beat and miss in 1Q, an update on freight volume and pricing trends, the latest on PSR for the Rails, where are we in the Trucking cycle, and our favorite stock ideas.

April 2, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host meetings and group lunches with NextEra Energy CFO, Rebecca Kujawa in Boston on Tuesday, April 2nd, 2019 and in New York on Wednesday, April 3rd, 2019 . ­To express interest, please contact your sales representative or click here.

April 5, 2019

Wolfe Research Senior Consumer Analyst, Scott Mushkin, will host an Non-Deal Roadshow with Best Buy’s senior management on Friday, April 5th, 2019 in Chicago. Senior management in attendance includes Hubert Joly (Chief Executive Officer) Corrie Barry (Chief Financial Officer) and Mollie Obrien (Investor Relations).