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.

September 13, 2019

Senior Analyst covering Diversified Banks & Brokers, Steven Chubak, will host an NDR with Evercore CFO, Bob Walsh, Senior Managing Director, Treasurer, and Co-Director of Global Finance, Nancy Bryson, and Head of IR, Jamie Easton, on Friday, September 13th in New York.

September 12, 2019

Senior Analyst covering Diversified Banks & Brokers, Steven Chubak, will host a group breakfast and meetings with LPL Financial management on Thursday, September 12th. Management attendees will be Matt Audette (CFO), Chris Koegel (SVP, IR), and Carter Gibson (VP, IR).

September 11-12, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host meetings with NRG Energy President & CEO, Mauricio Gutierrez, CFO, Kirk Andrews, Head of Retail, Elizabeth Killinger and Head of Operations, Chris Moser in Denver & San Francisco on Wednesday, September 11th, 2019 and in Los Angeles on Thursday, September 12th, 2019. 

September 10-11, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host meetings with Clearway Energy SVP & CFO, Chad Plotkin in San Francisco on Tuesday, September 10th, 2019 and in Los Angeles on Wednesday, September 11th, 2019.

September 10, 2019

Wolfe Research Senior Consumer Analyst, Scott Mushkin, will host a store tour of Dollar General and a group meeting with DG's CEO, Todd Vasos, and CFO, John Garrat. Following, he will host a store tour of Tractor Supply and a group meeting with TSCO's CEO, Greg Sandforn, and CFO, Kurt Barton. This will take place in Goodlettsville, TN on Tuesday, September 10th. 

September 9, 2019

Senior Analyst covering Diversified Banks & Brokers, Steven Chubak, will host a meeting with Morgan Stanley on September 9th in New York. Management attendee is Andy Saperstein, Head of Wealth Management. 

September 9-10, 2019

Join Wolfe's Senior Transportation Analyst, Scott Group, in a bus tour with senior management at NSC, UPS, SAIA, and DAL in Atlanta, GA. This will take place Monday, September 9 and Tuesday, September 10. 

September 9, 2019

Wolfe Research Life Science and Medical Devices Analyst, Steve Beuchaw, will host a group lunch with Mark Casper (CEO), Ken Apicerno (IR & Treasurer), and Rafael Tejada (IR) in New York City on Monday, September 9th. 

September 9, 2019

Senior Analyst covering Payments, Processors, & IT Services, Darrin Peller, will host a group lunch and meetings with DXC CEO on Monday, September 9th in NYC. Management includes Mike Lawrie (CEO) and Jonathan Ford (Head of Investor Relations).

August 27, 2019

Wolfe Research Managing Director covering Electrical Equipment & Multi-Industry, Nigel Coe, will host a bus tour in Connecticut on August 27th. The bus tour will be visiting Stanley Black & Decker, Inc. and Hubbell Incorporated. Management includes Stanley Black & Decker, Inc. CFO, Don Allan, and Hubbell Inc. CFO Bill Sperry.