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 25, 2017

Wolfe Research Senior Utilities Analyst, Steve Fleishman, will host a Utilities & Power earnings preview breakfast at the Wolfe Research offices in New York City on Tuesday, April 25th at 8am 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.

April 25, 2017

Wolfe Research Senior Utilities Analyst, Steve Fleishman, will host an Earnings Kick-Off Webinar on Tuesday, April 25 at 2pm ET. Topics on the call will include the latest sector views, earnings season preview as well as top ideas, themes and catalysts. To express interest, please contact your sales representative or click here

May 2, 2017

Wolfe Research Senior Transportation Analyst, Scott Group, will host meetings with CVTI in Chicago, IL on Friday, May 2nd. Please click here to express an interest.

May 4, 2017

Wolfe Research Accounting & Tax Policy Analysts, Chris Senyek and Adam Calingasan, will host a CFA Exam Review Session at the Palm Restaurant (1 International Place) in Boston on Thursday, May 4th, 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 9, 2017

Wolfe Research Senior Consumer Research Analyst, Adrienne Yih, will host a Retail Quarterly Investor Lunch at the Wolfe Research offices in New York on Tuesday, May 9 at 12:00pm ET. Topics of discussion will include consumer investor sentiment poll results, themes and catalysts, earnings season preview, quarter-to-date channel check takeaways, and more. To express interest or for more information, please email your sales representative or click here.

May 10, 2017

Wolfe Research Senior Airlines and A&D Analyst, Hunter Keay, will host meetings with ALK senior management in Houston on Wednesday, May 10th. Management includes Executive Vice President and Chief Financial Officer, Brandon Pedersen, Managing Director of Investor Relations, Lavanya Sareen, and Director of Finance, Beth Omar. To express interest, please contact your sales representative or click here.

May 12, 2017

Wolfe Research Senior Utilities Analyst, Steve Fleishman, will host meetings with PNW senior management in Australia on Friday, May 12. Management includes Jim Hatfield (CFO) and Ted Geisler (IR). To express interest, please contact your sales representative or click here

May 12, 2017

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 21, 2017

Wolfe Research Senior Utilities Analyst, Steve Fleishman, will host meetings at AGA’s Financial Forum on Sunday, May 21 through Monday, May 22 in Orlando, Fl. This is a capacity-constrained event, so we will confirm your attendance as soon as possible after we have gauged demand. Please indicate interest to utilities@wolferesearch.com. Please click here for the AGA event website. See below for our current full schedule.

 

Meeting time Company Ticker Management
       
Sunday, May 21      
12:00pm - 12:35pm Southern Company SO Drew Evans (CEO Southern Company Gas), Beth Reese (CFO Southern Company Gas), Dan Tucker (SVP, Treasurer) 
12:45pm - 1:30pm UGI Utilties Inc UGI John Walsh (President & CEO), Kirk Oliver (CFO)
1:30pm - 2:15pm Public Service Enterprise Group PEG Dan Cregg (EVP & CFO)
2:15pm - 3:00pm Consolidated Edison ED John McAvoy (Chairman & CEO) & Robert Hoglund (SVP & CFO)
3:15pm - 4:00pm Eversource ES Phil Lembo (SVP, CFO & Treasurer)
4:30pm - 5:15pm Xcel Energy XEL Bob Frenzel (EVP & CFO)
       
Monday, May 22      
7:30am - 8:15am WEC Energy Group WEC Scott Lauber (EVP & CFO)
8:15am - 8:50am NiSource NI Joe Hamrock (President & CEO), Don Brown (EVP & CFO), Jim Stanley (EVP & COO)
9:00am - 9:45am DTE Energy DTE Mark Stiers (President & COO DTE Gas) & Mark Rolling (VP & Treasurer)
9:45am - 10:20am CenterPoint Energy CNP Scott Prochazka (President & CEO) & Bill Rogers (CFO)
10:30am - 11:05am Sempra Energy SRE Scott Drury (President SDG&E) & Bret Lane (President & COO SoCalGas)
11:15am - 11:50am Dominion D Diane Leopold (President Dominion Energy)
12:00pm - 1:00pm CMS Energy CMS Patti Poppe (President & CEO) & Tom Webb (EVP & CFO)
1:00pm - 1:35pm Ameren Corp AEE Warner Baxter (Chairman, President & CEO), Marty Lyons (EVP & CFO), Richard Mark (Chairman & President of Ameren Illinois) & Bruce Steinke (CAO & SVP)
1:45pm - 2:30pm Alliant Energy LNT Robert Durian (VP, CFO and Treasurer)
2:30pm - 3:05pm Duke Energy DUK Steve Young (EVP & CFO)
3:15pm - 4:00pm Avangrid AGR Jim Torgerson (President & CEO), Rich Nicholas (CFO), Robert Kump (CEO Networks)
May 23, 2017

Our two day conference in New York will feature unique panel discussions and presentations as well as small dinners and one-on-one meetings. We expect over 90 presenters representing public and private Railroads, Airlines, Truckers, and Logistics companies. We also expect many traffic managers, union officials, regulators and other industry insiders to participate. Please click here to express an interest.