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
February 7, 2024 Midwestern Bank Summit Virtual Read More
Details
Midwestern Bank Summit

The Midwestern Bank Summit will feature a day of virtual one-on-one and small group meetings with management teams from select Midwestern focused financial institutions. The summit will feature discussions not only recapping recent results, but include content regarding 2024 outlook expectations specifically tailored to banks located in the Midwest.

Invitation Only.  

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

Hosted by:
Jeff Rulis, Managing Director, Senior Research Analyst

  • WHEN:

    February 7, 2024

  • WHERE:

    Virtual

Midwestern Bank Summit
March 8, 2024 Best-of-Breed Bison Conference Virtual Read More
Details
Best-of-Breed Bison Conference

D.A. Davidson Equity Capital Markets is hosting its inaugural Best-of-Breed Bison Conference. We invite you to join us for a full day of discussions on market updates and trends, one-on-one meetings, and networking opportunities.

Invitation Only.  

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

Hosted by:

Liam Healy, Head of Institutional Equities

Tom Diffely, Head of Institutional Research


Consumer:  

Michael Baker, CFA, Managing Director, Senior Research Analyst

Linda Bolton Weiser, Managing Director, Senior Research Analyst

 

Financial Institutions:  

Jeff A. Rulis, Managing Director, Senior Research Analyst

Gary P. Tenner, CFA, Managing Director, Senior Research Analyst

Peter Winter, Managing Director, Senior Research Analyst

Manuel Navas, Senior Vice President, Senior Research Analyst    

 

Diversified Industrials:  

Michael Shlisky, CFA, Managing Director, Senior Research Analyst

Matt Summerville, Managing Director, Senior Research Analyst

Brent Thielman, Managing Director, Senior Research Analyst

Kurt Yinger, Vice President, Research Analyst   

 

Technology:  

Pete Heckmann, CFA, Managing Director, Senior Research Analyst

Rudy Kessinger, CFA, Managing Director, Senior Research Analyst

Tom White, Managing Director, Senior Research Analyst

  • WHEN:

    March 8, 2023

  • WHERE:

    Virtual

Best-of-Breed Bison Conference
May 8-10, 2024 26th Annual Financial Institutions Conference Colorado Springs, CO Read More
Details
26th Annual Financial Institutions Conference

The 26th Annual Financial Institutions Conference will feature company panel discussions, 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
Peter Winter, Managing Director, Senior Research Analyst
Manuel Navas, Senior Vice President, Research Analyst

  • WHEN:

    May 8-10, 2024

  • WHERE:

    Colorado Springs, CO

26th Annual Financial Institutions Conference
September 18-20, 2024 23rd Annual Diversified Industrials & Services Conference Nashville, TN Read More
Details
23rd Annual Diversified Industrials & Services Conference

The 23rd 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, CFA, Managing Director, Senior Research Analyst
Kurt Yinger, Vice President, Research Analyst

  • WHEN:

    September 18-20, 2024

  • WHERE:

    Nashville, TN

23rd Annual Diversified Industrials & Services Conference