| 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
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Dominick &
Dominick
Global Arena Capital
J.P. Morgan Chase & Co.
Janney Montgomery Scott
Legg Mason
Morgan Stanley Smith Barney
Oppenheimer & Co.
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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
|
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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
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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
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UBS
Wells Fargo Advisors
Wedbush Morgan Securities
Wentworth, Hauser & Violich
Wellington Securities
Whitehall-Parker Securities
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