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.

November 17, 2017

Wolfe Research’s Senior Industrials Analyst, Josh Pokrzywinski, will host a lunch with Crane Company Management at CR Headquarters in Stamford, CT on November 17th, 2017 at 11:30 am. Email your sales representative or click here to learn more.

November 15, 2017

Wolfe Research’s Senior Staples Retail and Hardlines Analyst, Scott Mushkin, will host a webcast discussing his findings while traveling to different stores around the country the last six weeks gauging prices. He will discuss what’s going on with consumable pricing in the US;  and what it means for WMT and the broader consumable retailing space. 

November 14, 2017

Wolfe Research Chief Investment Strategist and Accounting & Tax Policy Analyst, Chris Senyek, will host the 2017 Tax Policy Lunch in New York on November 14, 2017, where he will discuss the current outlook for tax reform and potential implications on the market and companies. Please contact your sales representative or click here to express interest.

November 14-15, 2017

Our two day Wolfe Research Global Quantitative and Macro Investment Conference in New York is a “must attend” event for all investors interested in both bottom-up stock selection and top-down global macro strategies. Please click here to express interest.

November 9, 2017

Research Senior Utilities Analyst, Steve Fleishman will host a webcast on Thursday, November 9th, 2017 at 10:30am ET. Topics will be EEI Conference takeaways, Earnings Takeaways and top ideas, themes and catalysts. For more information, please contact your sales representative or click here.

November 5-7, 2017

Wolfe Research will host meetings with company management in conjunction with the 52nd Edison Electric Institute Financial Conference, at the Walt Disney World Dolphin resort. 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.

 

Event Website: click here

 

Start Time

End Time

Ticker

Company

       

Sunday, November 5

   

12:00pm

12:45pm

ETR

Entergy Corporation

1:15pm

2:00pm

ED

Consolidated Edison

2:00pm

2:45pm

XEL

Xcel Energy

2:45pm

3:30pm

POR

Portland General Electric

4:00pm

4:45pm

NI

NiSource

6:30pm

8:00pm

DTE

DTE Energy

 

Monday, November 6

 

7:00am

7:45am

PEG

Public Service Enterprise Group

8:00am

8:45am

EXC

Exelon Energy

9:00am

9:45am

NEE

NextEra Energy

9:30am

10:15am

AGR

Avangrid

10:00am

10:45am

D

Dominion Energy

11:00am

11:50am

PPL

PPL Corp

12:00pm

1:00pm

AEP

American Electric Power Company

1:00pm

1:50pm

AEE

Ameren Corp

1:45pm

2:25pm

CNP

CenterPoint Energy

2:00pm

2:45pm

CMS

CMS Energy

3:00pm

3:45pm

SRE

Sempra Energy

4:00pm**

4:45pm

LNT

Alliant Energy

4:00pm**

4:45pm

SCG

Scana

5:00pm

5:45pm

DUK

Duke Energy

       

Tuesday, November 7

 

7:30am

8:15am

AES

AES Corporation

8:00am**

8:45am

PNW

Pinnacle West

8:00am**

8:45am

GXP/WR

Great Plains Energy/Westar Energy

9:00am

9:45am

EIX

Edison International

9:30am

10:15am

PNW

Pinnacle West

10:00am

10:45am

SO

Southern Energy

11:00am**

11:45am

PCG

PG&E Corp

11:00am**

11:45am

WEC

WEC Energy Group

12:00pm

12:50pm

ES

Eversource Energy

1:00pm

1:45pm

HIFR

InfraREIT

3:00pm

3:45pm

FE

First Energy

       

** Please note that these meetings significantly overlap with another one of our meetings.

 

November 3, 2017

Wolfe Research Chief Investment Strategist, Chris Senyek, will host a webcast on his recent note, Tax Policy: House Bill Released, on Friday, November 3, at 11:00AM ET. To express interest, please contact your sales representative or click here.

November 3, 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 Friday, November 3, at 12:00pm ET. Topics of discussion will include results of our Retail Investor Sentiment poll, favorite longs and shorts, results from our promo scoring metric, what to look for in companies to avoid the Retail “Death” Curve concept. For more information, please contact your sales representative or click here.

November 1, 2017

Wolfe Research Senior Utilities Analyst, Steve Fleishman will host a lunch on Wednesday, November 1st, 2017 at 11:30am ET with Vistra Energy and Dynegy management. For more information, please contact your sales representative or click here.

October 30-31, 2017

Wolfe Research Senior Utilities Analyst, Steve Fleishman, will host meetings with NEE senior management in Texas on Monday, October 30th through Tuesday, October 31st. Management includes John Ketchum, EVP & CFO. To express interest, please contact your sales representative or click here