Typical Audience

Audience:

Top brokers, analysts, and institutional money managers from regional and national firms attend each meeting. Size of audience varies in each city. Average attendance of 40 in larger cities and 25 in smaller cities. Here is a sampling of some of the New York brokerage firms and institutions who attend our luncheons in the Wall Street area. Many other investment firms also attend.

 

New York Attendees:

Advest, Inc.
A.G. Edwards & Sons
Baird Patrick
Bear Stearns & Co.
Bishop Rosen
Burnham Securities
Deutsche Bank/Alex Brown
Dominick & Dominick
First Albany Corp.
   Janney Montgomery Scott
Legg Mason
Lehman Brothers
Merrill Lynch
Morgan Stanley
Oppenheimer & Co.
Raymond James Financial
RBC Dain Rauscher
   Ryan Beck
Smith Barney
Shields & Co.
SBS Securities
UBS Financial Services
Wachovia Securities
Wall Street Research
U.S. Trust Co.



Chicago Attendees

A.G. Edwards & Sons
Barrington Investments 
Bear Stearns & Co. 
Birkelbach Securities 
Chicago Investments 
David A. Noyes & Co. 
Howe Barnes Investments 
La Salle Street Securities
 
      Merril Lynch 
Mongerson Financial 
Morgan Stanley 
Podesta & Co. 
Raymond James Financial 
RBC Dain Rauscher 
Ryan Beck 
Smith Barney 
    SNC Capital Management 
Stifel, Nicolaus & Co. 
UBS Financial Services 
Vestor Capital Corp. 
Wachovia Securities 
Wayne Hummer Investments 
William Blair & Co.


 
San Francisco Attendees

A.G. Edwards & Sons 
Ashfield & Co. 
Bear Stearns & Co. 
Dodge & Cox Invstmnt. Mgrs 
East West Securities 
Franklin Resources 
J.P. Morgan Chase
 
      Kirlin Securities 
Merril Lynch 
Morgan Stanley 
Pfleuger & Baerwald, Inc. 
Portsmouth Financial 
Raymond James & Assoc. 
RBC Dain Rauscher
 
      Ryan Beck 
Smith Barney 
UBS Financial Services 
Wells Fargo Van Kasper 
Wachovia Securities 
Wedbush Morgan Securities 
Whitehall Parker Securities

 

 


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