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.

May 21-22, 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 20, 2019

Senior Analyst covering Payments, Processors, & IT Services, Darrin Peller , will host a lunch with MineralTree Founder, BC Krishna, on Monday, May 20th  at 12pm ET in Boston. The session will review the ongoing developments in B2B payments and touch on: 1) what’s the problem that needs to be solved (checks and outdated ACH systems)? 2) the different methods of approaching the transition from checks to electronic payments including AP automation solutions and virtual cards, 3) who are the key players and how they differ from one-another?, and 4) sizing the opportunity.

May 17, 2019

Wolfe Research Senior IT Hardware & Networking Analyst, Steven Milunovich, will be hosting meetings and a group lunch with Juniper CTO, Bikash Koley, and VP of IR, Jess Lubert, in New York on Friday, May 17, 2019. 

May 14, 2019

Wolfe Research Media & Distribution Managing Director, Marci Ryvicker, will be hosting meetings with E.W. Scripps CEO, Adam Symson, and VP of IR, Carolyn Micheli, in Boston, MA on Tuesday, May 14, 2019.

May 13, 2019

Wolfe Research Senior Utilities & Midstream Analyst, Steve Fleishman, will host meetings and a group lunch with AES Corporation EVP & CFO, Gustavo Pimenta­ in New York on Monday, May 13th, 2019. 

May 13, 2019

Wolfe Research Media & Distribution Managing Director, Marci Ryvicker, will host a meeting with Viacom CEO, Bob Bakish, at Viacom Corporate Offices in New York on May 13, 2019. 

May 10, 2019

Wolfe Research Senior Consumer Analyst Scott Mushkin, will host a group store tour of the Amazon Fulfillment Center in Fall River, MA on Friday, May 10th. We will provide transportation from the Intercontinental Boston hotel.  Please note this event is capacity constrained. 

May 9, 2019

Wolfe Research Senior Payments, Processors, & IT Services Analyst, Darrin Peller, will host a Bus Tour with PYPL, SQ, V, and Ripple in San Francisco on Thursday, May 9th. Management attendees include Jim Magats (VP, Head of Payments, Product, & Engineering) from PayPal, Brad Garlinghouse (CEO) from Ripple, Amrita Ahuja (CFO) from Square, and Ryan Mclnerney (President) from Visa. 

May 8, 2019

Wolfe Research Senior Quantitative, Economics and Portfolio Strategy Analyst, Yin Luo, will host a luncheon seminar on Wednesday, May 8th from 12PM – 2PM. This seminar will focus on how fundamental/discretionary investors can take advantage of alternative data and quantitative models in analyzing global energy stocks as well as the idiosyncratic issues that are unique to energy companies and the QES team will demonstrate how machine learning techniques, top-down macro research, and alternative data can be applied in the energy space. The fundamental energy research team will also be there to discuss the specific metrics they use to analyze oil & gas companies.


Topics of Discussion:

  • How do Fundamental Analysts Analyze Energy Companies.
  • Machine Learning in Global Energy Industry Rotation and Stock Selection
  • Marine Shipping Data in Crude Oil Return Forecast (forthcoming)
  • Risk & Portfolio Construction Issues in Managing Energy Portfolios
May 7-9, 2019

Wolfe Research Senior Global Pharmaceuticals Analyst, Tim Anderson, will host meetings with Eli Lilly CFO, Josh Smiley, VP of Investor Relations, Kevin Hern and Directors of Investor Relations, Kim Macko & Mike Czapar in San Francisco on Tuesday, May 7th, in Los Angeles on Wednesday, May 8, 2019 and in Denver and Kansas City, MO on Thursday, May 9, 2019.