Conferences, Events & Forums

As part of our commitment to quality research, we host a number of yearly conferences and monthly conference calls.

Institutional Conferences & Events

Our goal is to bring together leaders, investors and our own professionals to discuss trends, perspective and opportunities within targeted sectors. We seek to provide several annual forums for institutional investors to hear directly from the companies and the sector participant we cover.

Date Title Location Description
November 16, 2023 Technology Summit New York, NY Read More
Details
Technology Summit

The 2023 Technology Summit will feature one-on-ones and small group meetings as well as fireside chats with companies across the Tech landscape.

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Tom Diffely, CFA, MD, Director of Research
Gil Luria, MD, Technology Strategist
Tom Forte, CFA, MD, Senior Research Analyst
Pete Heckmann, MD, Senior Research Analyst
Mike Shlisky, CFA, MD, Senior Research Analyst
Matt Summerville, MD, Senior Research Analyst
Tom White, MD, Senior Research Analyst
Rudy Kessinger, CFA, SVP, Senior Research Analyst
Robert Simmons, SVP, Senior Research Analyst
Franco Granda, VP, Research Analyst

  • WHEN:

    November 16, 2023

  • WHERE:

    New York, NY

Technology Summit
September 20-22, 2023 22nd Annual Diversified Industrials & Services Conference Nashville, TN Read More
Details
22nd Annual Diversified Industrials & Services Conference

The 22nd Annual Diversified Industrials & Services Conference will feature company fireside chats, one-on-ones and small group meetings with company executives. 

Invitation Only.  

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Brent Thielman, Managing Director, Senior Research Analyst
Matt Summerville, Managing Director, Senior Research Analyst
Michael Shlisky, Managing Director, Senior Research Analyst
Kurt Yinger, Vice President, Research Analyst

  • WHEN:

    September 20-22, 2023

  • WHERE:

    Nashville, TN

22nd Annual Diversified Industrials & Services Conference
May 15-17, 2023 25th Annual Financial Institutions Conference Colorado Springs, CO Read More
Details
25th Annual Financial Institutions Conference

The 25th Annual Financial Institutions Conference will feature company fireside chats, one-on-ones and small group meetings with bank executives. 

Invitation Only.  Space is Limited.

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Gary Tenner, CFA, Managing Director, Senior Research Analyst
Jeff Rulis, Managing Director, Senior Research Analyst
Kevin Fitzsimmons, Managing Director, Senior Research Analyst
Peter Winter, Managing Director, Senior Research Analyst
Manuel Navas, Vice President, Research Analyst

  • WHEN:

    May 15-17, 2023

  • WHERE:

    Colorado Springs, CO

25th Annual Financial Institutions Conference
March 21, 2023 6th Annual Consumer Growth Conference New York, NY Read More
Details
6th Annual Consumer Growth Conference

The 6th Annual Consumer Growth Conference will feature company presentations, panel discussions, one-on-ones and small group meetings with company executives. 

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Tom Forte, CFA, Managing Director, Senior Research Analyst
Linda Bolton Weiser, Managing Director, Senior Research Analyst
Brandon Rolle, Managing Director, Senior Research Analyst
Michael Baker, CFA, Managing Director, Senior Research Analyst

  • WHEN:

    Tuesday, March 21, 2023

  • WHERE:

    New York

6th Annual Consumer Growth Conference
December 13, 2022 2022 Southeastern Bank Summit Atlanta, GA Read More
Details
2022 Southeastern Bank Summit

The 2022 Southeastern Bank Summit will feature one-on-ones and small group meetings with C-suite bank executives. 

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Kevin Fitzsimmons, Managing Director, Senior Research Analyst


 

  • WHEN:

    December 13, 2022

  • WHERE:

    Atlanta, GA

2022 Southeastern Bank Summit
December 8, 2022 2022 FinTech and Payments Spotlight Conference New York, NY Read More
Details
2022 FinTech and Payments Spotlight Conference

The 2022 FinTech and Payments Spotlight Conference will feature one-on-ones and small group meetings as well as fireside chats with companies across the FinTech landscape. 

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Christopher Brendler, Managing Director, Senior Research Analyst
Pete Heckmann, Managing Director, Senior Research Analyst
Alli Heckmann, Research Associate
 

  • WHEN:

    December 8, 2022

  • WHERE:

    New York, NY

2022 FinTech and Payments Spotlight Conference
December 7, 2022 2022 Financial Institutions Bison Select Conference New York, NY Read More
Details
2022 Financial Institutions Bison Select Conference

The 2021 Financial Institutions Bison Select Conference will feature one-on-ones and small group meetings with C-suite bank executives. 

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Ramsey Gregg, Managing Director, Investment Banking
Tom Hayes, Managing Director, Investment Banking
Bill Herrell, Managing Director, Investment Banking
Jay Junior, Managing Director, Investment Banking
Eugene Katz, Managing Director, Investment Banking
Ed Losty, Managing Director, Investment Banking
Stephen Nelson, Managing Director, Investment Banking
Chuck Stubbs, Managing Director, Investment Banking
Nathan Ail, Director, Investment Banking
Peter Losty, Vice President, Investment Banking
 

  • WHEN:

    December 7, 2022

  • WHERE:

    New York

2022 Financial Institutions Bison Select Conference
March 22, 2022 Inaugural EV & Energy Transition Conference Virtual Read More
Details
Inaugural EV & Energy Transition Conference

The Inaugural EV & Energy Transition Conference will feature one-on-ones and small group meetings with company executives. 

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or [email protected].

Hosted by:
Michael Shlisky, Managing Director, Senior Research Analyst
Matt Summerville, Managing Director, Senior Research Analyst
Brent Thielman, Managing Director, Senior Research Analyst
Zane Karimi, Associate Vice President, Research Analyst
Will Jellison, Research Associate
David Johnson, Research Associate

  • WHEN:

    Tuesday, March 22, 2022

  • WHERE:

    Virtual 

Inaugural EV & Energy Transition Conference