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
3/22/18 Davidson Deep Dive into Veeva Systems, Inc 1-800-755-7848 Read More
Details
Davidson Deep Dive into Veeva Systems, Inc

Davidson Deep Dive Conference Call with:
Ronald Meaux, Former VP of Product Management Services at Veeva (VEEV)
Jeffrey Pease, Former CMO and SVP at Medidata (MDSO)

Hosted by: Rishi Jaluria, SVP, Senior Research Analyst, Software

What investors will learn:

  • Can Veeva succeed in EDC where Medidata is the market leader or is Medidata’s incumbent position too difficult to overcome?
  • Why is Veeva expanding beyond life sciences and can Vault OLS (outside of life sciences) become a real business?
  • Will Medidata entering regulated content management pose a threat to the hypergrowth of Veeva Vault?
  • Does Veeva enjoy a healthy IT spending environment or will it be hurt by political pressure on pharmaceutical companies and drug prices?

Other topics of conversation include:

  • Veeva CRM Engage
  • The competitive landscape
  • What Veeva’s management is doing right and what more they need to be doing
  • Veeva’s partner relationships
  • WHEN:

    March 22, 2018

    9:00 AM PT / 12:00 PM ET

  • WHERE:

    1-800-755-7848

2/26/18 Investment Banking FIG M&A Update for Institutional Investors Conference Call **By Reservation Only** Read More
Details
Investment Banking FIG M&A Update for Institutional Investors

D.A. Davidson Investment Banking FIG Update for Institutional Investors Conference Call

Rory McKinney, Managing Director, Head of Investment Banking
Ramsey Gregg, Managing Director, Investment Banking
Tom Hayes, Managing Director, Investment Banking
Jay Junior, Managing Director, Investment Banking
Gene Katz, Managing Director, Investment Banking
Edward Losty, Managing Director, Investment Banking
Steve Nelson, Managing Director, Investment Banking

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or April Figone, SVP, Marketing and Corporate Access, 503.619.4948, afigone@dadco.com.

  • WHEN:

    February 26, 2018
    9:00 am PT / 12:00 pm ET

  • WHERE:

    Conference Call

Investment Banking FIG M&A Update for Institutional Investors
2/21/18 - 2/22/18 Central States Bank Tour Dallas TX / Denver, CO Read More
Details
Central States Bank Tour

The Central States Bank Tour will feature one-on-ones and small group meetings with bank executives. 

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or April Figone, SVP, Marketing and Corporate Access, 503.619.4948, afigone@dadco.com.

Register

Hosted by:
Jeff Rulis, Managing Director, Senior Research Analyst
Gary Tenner, CFA, Managing Director, Senior Research Analyst

  • WHEN:

    February 21, 2018 to February 22, 2018

  • WHERE:

    Dallas TX / Denver, CO

Central States Bank Tour
12/14/17 Laser/Optical Forum: “Bright Lights, Big Opportunity” Hilton Boston Downtown / Faneuil Hall, Boston, MA Read More
Details
Laser/Optical Forum: “Bright Lights, Big Opportunity”

The Laser/Optical Forum: “Bright Lights, Big Opportunity” will be held at The Hilton Boston Downtown/Faneuil Hall, 89 Broad Street, Boston, MA 02110. 

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or April Figone, SVP, Marketing and Corporate Access, 503.619.4948, afigone@dadco.com.

Register

  • WHEN:

    December 14, 2017

  • WHERE:

    Hilton Boston Downtown/Faneuil Hall
    89 Broad Street
    Boston, MA 02110
    Tel: 617.556.0006

Laser/Optical Forum: “Bright Lights, Big Opportunity”
11/7/17 E-Commerce: Living in Amazon’s World New York, NY Read More
Details
E-Commerce: Living in Amazon’s World

Hosted by Tom Forte, CFA, Andrew Burns, CFA, Linda Bolton Weiser, and Barry Oxford, CFA

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848.

Register

  • WHEN:

    November 7, 2017

  • WHERE:

    New York, NY

E-Commerce: Living in Amazon’s World
9/28/17 PNW Timber Tour Seattle Read More
Details
PNW Timber Tour

Hosted by Steven Chercover, CFA.

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848.

  • WHEN:

    September 28, 2017

  • WHERE:

    Seattle

PNW Timber Tour
9/22/17 16th Annual E&C Conference Recap - Highlights, Themes and Ideas 1-800-755-7848 Read More
Details
16th Annual E&C Conference Recap - Highlights, Themes and Ideas

D.A. Davidson's Senior Research Analysts, Brent Thielman and Steven Chercover, CFA, discuss the main takeaways from this year's E&C Conference

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    September 22, 2017

    7:30 am PT / 10:30 am ET

  • WHERE:

    1-800-755-7848

9/19/17 - 9/20/17 16th Annual Engineering & Construction Conference The Palmer House Hilton, Chicago, IL Read More
Details
16th Annual Engineering & Construction Conference

The 16th Annual Engineering and Construction Conference will be held at The Palmer House Hilton, 17 East Monroe Street, Chicago, IL 60603. 

Palmer House Hilton Reservations: Click Here

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or April Figone, SVP, Marketing and Corporate Access, 503.619.4948, afigone@dadco.com.

To access the Webcast: Click Here

To see the detailed schedule, please click the LEARN MORE button to the right.

  • WHEN:

    September 19, 2017 - September 20, 2017

  • WHERE:

    The Palmer House Hilton
    17 East Monroe Street
    Chicago, IL 60603
    Tel: 312.726.7500

8/16/17 - 8/17/17 West Coast Bank Tour Seattle & Los Angeles Read More
Details
West Coast Bank Tour

The West Coast Bank Tour will feature panel discussions from bank executives and various industry professionals; as well as one-on-ones and small group meetings.

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or April Figone, VP, Marketing and Corporate Access, 503.619.4948, afigone@dadco.com.

  • WHEN:

    August 16, 2017 to August 17, 2017

  • WHERE:
West Coast Bank Tour
8/15/17 9th Annual Technology Forum The Roosevelt Hotel, New York, NY Read More
Details
9th Annual Technology Forum

The 9th Annual Technology Forum will be held at The Roosevelt Hotel, Madison Avenue at 45th Street, New York, NY 10017. 

To obtain the D.A. Davidson Preferred Rate of $219, call 1-212-661-9600 and book before July 17, 2017.

Roosevelt Hotel Reservations: Click Here

For further information, please contact your D.A. Davidson Salesperson, 800.755.7848, or April Figone, SVP, Marketing and Corporate Access, 503.619.4948, afigone@dadco.com.

  • WHEN:

    August 15, 2017

  • WHERE:

    The Roosevelt Hotel
    45 East 45th Street & Madison Avenue
    New York, NY
    Tel: 212-661-9600

9th Annual Technology Forum
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Institutional Research Forum

Regularly scheduled industry updates presented by analysts to clients.

Date Title Location Description
02/21/2017 RSA Security Conference Recap 1-800-755-7848 Read More
Details
RSA Security Conference Recap

Please join us for a D.A. Davidson Research Forum at 8:00 am PT / 11:00 am ET.

This forum's featured analysts are Jack Andrews & Mark Kelleher who will be discussing the RSA Security Conference.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    February 21, 2017
    8:00 am PT / 11:00 am ET

  • WHERE:

    1-800-755-7848

01/18/2017 Dissecting the Manhattan Office Market for 2017 1-800-755-7848 Read More
Details
Dissecting the Manhattan Office Market for 2017

Please join us for a D.A. Davidson Research Forum at 10:00 am PT / 1:00 pm ET.

This forum's featured analyst is Barry Oxford, CFA who will be discussing the NY Office Market along with guest speaker Vice Chairman of Colliers Alan Desino.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    January 18, 2017
    10:00 am PT / 1:00 pm ET

  • WHERE:

    1-800-755-7848

12/05/2016 Energy Industry: Master Limited Partnerships (MLPs) 1-800-755-7848 Read More
Details
Energy Industry: Master Limited Partnerships (MLPs)

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT / 11:00 am ET.

This week's featured analyst is Poe Fratt who will be discussing the MLPs sector.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    December 5, 2016
    8:00 am PT / 11:00 am ET

  • WHERE:

    1-800-755-7848

11/21/2016 BDCs: Leveraged Loan Landscape 1-800-755-7848 Read More
Details
BDCs: Leveraged Loan Landscape

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT / 11:00 am ET.

This week's featured analyst is Arren Cyganovich, CFA who will be discussing the Specialty Finance sector.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    November 21, 2016
    8:00 am PT / 11:00 am ET

  • WHERE:

    1-800-755-7848

11/14/2016 Post-Election Recalibration – Our View of the New Banking Landscape 1-800-755-7848 Read More
Details
Post-Election Recalibration – Our View of the New Banking Landscape

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT / 11:00 am ET.

This week's featured analysts are Gary P. Tenner, CFA, Jeffrey A. Rulis, and Kevin K. Reevey who will be discussing the Financial Institutions sector.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    November 14, 2016
    8:00 am PT / 11:00 am ET

  • WHERE:

    1-800-755-7848

10/17/2016 Retail REIT Initiations 1-800-755-7848 Read More
Details
Retail REIT Initiations

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT / 11:00 am ET.

This week's featured analyst is James O. Lykins who will be discussing the REITs sector.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    October 17, 2016
    8:00 am PT / 11:00 am ET

  • WHERE:

    1-800-755-7848

09/19/2016 Hoosier Daddy – Indiana One of the Nation’s Most Fiscally Sound States 1-800-755-7848 Read More
Details
Hoosier Daddy – Indiana One of the Nation’s Most Fiscally Sound States

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT / 11:00 am ET.

This week's featured analyst is Kevin K. Reevey who will be discussing the Financial Institutions sector.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    September 19, 2016
    8:00 am PT / 11:00 am ET

  • WHERE:

    1-800-755-7848

09/12/2016 E&C and Construction Materials 15th Annual D.A. Davidson Conference Overview 1-800-755-7848 Read More
Details
E&C and Construction Materials 15th Annual D.A. Davidson Conference Overview

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT / 11:00 am ET.

This week's featured analysts are John B. Rogers, CFA & Brent Thielman who will be reviewing the E&C and Construction Materials Conference.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    September 12, 2016
    8:00 am PT / 11:00 am ET

  • WHERE:

    1-800-755-7848

07/18/2016 E&C Liquid Opportunities 1-800-755-7848 Read More
Details
E&C Liquid Opportunities

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT / 11:00 am ET.

This week's featured analyst is John Rogers, CFA who will be discussing the Engineering & Construction sector.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    July 18, 2016
    8:00 am PT/ 11:00 am ET

  • WHERE:

    1-800-755-7848

07/11/2016 Confidence in Card Credit 1-800-755-7848 Read More
Details
Confidence in Card Credit

Please join us for the D.A. Davidson Weekly Research Forum at 8:00 am PT/ 11:00 am ET.

This week's featured analyst is Arren Cyganovich, CFA who will be discussing the Specialty & Consumer Finance sector.

For more information please contact your D.A. Davidson & Co. representative, or call 1-800-755-7848.

  • WHEN:

    July 11, 2016
    8:00 am PT/ 11:00 am ET.

  • WHERE:

    Call 1-800-755-7848

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