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.

March 20, 2019

Wolfe Research Senior Freight Transport Analyst, Scott Group, will host a tour of the Amazon Fulfillment Center in Robbinsville, NJ on Tuesday, March 20th. Please note this event is capacity constrained.

March 19, 2019

Wolfe Research Senior Payments, Processors, & IT Services Analyst, Darrin Peller, will host a lunch with FIS/WP senior management on Tuesday, March 19th at 12:30pm in NYC. Management in attendance will be Gary Norcross (CEO, FIS), Woody Woodall (CFO, FIS), Pete Gunnlaugsson (IR, FIS), Charles Drucker (CEO, WP), Stephanie Ferris (CFO, WP), and Nate Rozof (IR, WP). 

March 18-19, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host meetings with Ameren Corp CEO, Warner Baxter­ in Sydney on Monday, March 18th, 2019 and Tuesday, March 19th, 2019 . ­To express interest, please contact your sales representative or click here

March 15, 2019

Wolfe Research Senior Quantitative, Economics and Portfolio Strategy Analyst, Yin Luo, will host a luncheon on Friday, March 15th from 12PM – 2PM. In this seminar, we will discuss how fundamental/discretionary investors can take advantage of alternative data and portfolio analytics in their investment process. We discuss two of our recent industry-specific models – the BALI for global banks and TALIA for global TMT stocks. 

March 12, 2019

Wolfe Research Senior Quantitative, Economics and Portfolio Strategy Analyst, Yin Luo, will host a luncheon seminar on Tuesday, March 12th from 12PM – 2PM. In this seminar, we will discuss 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.

March 11, 2019

Wolfe Research Senior Automotive Analyst, Dan Galves, will host a lunch at 12:00pm and a dinner at 5:30pm with Tesla Vice President of Investor Relations, Martin Viecha, in New York on Monday March 11th. To express interest, please contact your sales representative or click here.

March 6, 2019

Wolfe Research Senior Transportation Analyst, Scott Group, will host a headquarter visit with JBHT in Lowell, Arkansas on Wednesday, March 6th. Senior management will include John Roberts (President and CEO), David Mee (CFO), Terry Matthews (President of Intermodal), Nick Hobbs (President of Dedicated), and Shelley Simpson (Chief Marketing Officer).

March 6, 2019

Wolfe Research Senior Analyst covering Payments, Processors, & IT Services, Darrin Peller, will host a group lunch with Payments Industry Executive, Tom Pouliot, on Wednesday, March 6th at 12:00pm. Mr. Pouliot is a renowned speaker on issues concerning card-not-present commerce, fraud, interchange, international payments, and alternative payments. He has more than thirty years of experience in the payments industry holding leadership positions at market leading companies such as MasterCard Worldwide and separately founding successful independent sales organizations such as Alliance Merchant Services, Inc. To express interest, please contact your sales representative or click here.

March 6, 2019

Wolfe Research Senior Multi-Industry Analyst, Nigel Coe, will host meetings with Gates Corporation senior management in Denver, Colorado on Wednesday, March 6th. Senior management will include Ivo Jurek (CEO), David Naemura (CFO), Tom Pitstick (CMO & SVP Product Line Management), and Bill Waelke (VP Investor Relations). For more information or to RSVP for this event, please contact your sales representative or sales@wolferesearch.com.

 

 

March 6, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host a fireside chat with PSEG President & CEO, Ralph Izzo on Wednesday, March 6, 2019 at 2:00pm ET. For more information or to express interest, please contact your sales representative or click here.