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.

April 24, 2018

Wolfe Research Senior Utilities Analyst, Steve Fleishman, will host a Utilities & Midstream earnings preview lunch at the Wolfe Research offices in New York City on Tuesday, April 24th at 12pm ET. Topics will include the latest sector views, earnings season preview as well as the top ideas, themes and catalysts. Please click here to express interest.

May 1, 2018

Wolfe Research Senior Oilfield Services Analyst, Chase Mulvehill, will host meetings with CLB senior management in Chicago on Tuesday, May 1, 2018. Management in attendance will include Richard Bergmark, CFO, Lawrence Bruno, President, and Gwendolyn Schreffler, SVP Corporate Development & Investor Relations. To express interest, please contact your sales representative or click here.

May 8, 2018

Wolfe Research Senior Utilities Analyst, Steve Fleishman, will host meetings with AGR senior management on Tuesday, May 8th in New York. Management attending the meetings includes Jim Torgerson, CEO.. To express interest, please contact your sales representative or click here.

May 11, 2018

Research Senior Utilities Analyst, Steve Fleishman will host meetings and a group lunch with Duke Energy Corp on Friday, May 11th, 2018. Attending from management will be Lynn Good, Chairman, President and CEO. For more information, please contact your sales representative or click here.

May 11, 2018

Research Senior Utilities Analyst, Steve Fleishman will host meetings and a group lunch with Duke Energy Corp on Friday, May 11th, 2018. Attending from management will be Lynn Good, Chairman, President and CEO. For more information, please contact your sales representative or click here.

May 12, 2018

Wolfe Research Accounting & Tax Policy Analysts, Chris Senyek and Adam Calingasan, will host a CFA Exam Review Session at the Wolfe Research offices (420 Lexington Avenue) in New York City on Friday, May 12th, 2017. The morning session is from 8:00am – 12:00pm and will cover CFA Level 1: Financial Statement Analysis Review. Detailed discussion topics along with practical illustrations will include: Understanding and interpreting income statement, balance sheet, and cash flow statement items; EPS, inventory, income taxes, property, plant, and equipment, and intangible accounting; Long-term liabilities and sales type / operating leases accounting; Earnings / cash flow quality red flags; Key differences between U.S. GAAP and International GAAP; Q&A. The afternoon session is from 12:30pm – 4:00pm and will cover CFA Level 2: Financial Statement Analysis Review. Detailed discussion topics along with practical examples will include: Pension, foreign currency, and stock based compensation accounting; M&A, joint ventures, variable interest entities, and derivative accounting; Earnings quality red flags / analysis; How to adjust the I/S, B/S, C/F for financial statement analysis (LIFO to FIFO, operating leases, deferred taxes, etc.); Key differences between U.S. and International accounting; Q&A. Please note that the reviews will not be webcasted and space is limited. Please click here to express interest.

May 20, 2018

Wolfe Research will host meetings with company management in conjunction with the 2018 AGA Financial Forum, at the JW Marriott Phoenix Desert Ridge Resort & Spa. This is a capacity-constrained event, so we will confirm your attendance as soon as possible after we have gauged demand. Please click here to express interest.