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:

Bank of America - Merrill Lynch
Barclays
Baird, Patrick & Co.
Baron Group
Bishop, Rosen & Co.
Burnham Securities
Deutsche Bank, Alex Brown
 
   Dominick & Dominick
Global Arena Capital
J.P. Morgan Chase & Co.
Janney Montgomery Scott
Legg Mason
Morgan Stanley Smith Barney
Oppenheimer & Co.
 
   Raymond James
RBC Wealth Management
Shields & Co.
UBS
Wall Street Research
U.S. Trust Co.
Wells Fargo Advisors



Chicago Attendees

Ameriprise Financial
Bank of America - Merrill Lynch
Barrington Investments   
Birkelbach Securities 
Chicago Investment Group
David A. Noyes & Co. 
Harris Private Bank
 
      Howe Barnes Investments 
Morgan Stanley Smith Barney
Oppenheimer & Co.
Podesta & Co. 
Raymond James
RBC Wealth Management
Rothschild Investments 
    SNC Capital Management 
Stifel Financial 
UBS
Wayne Hummer Investments 
William Blair & Co.
Wells Fargo Advisors


 
San Francisco Attendees

Bank of America - Merrill Lynch
Ashfield Capital Partners   
Dodge & Cox Invstmnt. Mgrs 
East West Securities 
Freemont Group
J.P. Morgan Chase & Co.
Morgan Stanley Smith Barney
      Nollenberger Capital Partners
Oppenheimer & Co.
Pflueger & Baerwald, Inc.
Podesta & Co.
Portsmouth Financial 
Raymond James & Assoc. 
RBC Wealth Management
 
      UBS
Wells Fargo Advisors
Wedbush Morgan Securities 
Wentworth, Hauser & Violich
Wellington Securities
Whitehall-Parker Securities

 

 


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