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
12/13/18 Davidson Deep Dive : Laser / Optical Boston, MA Read More
Details
Davidson Deep Dive : Laser / Optical

The Laser / Optical Day will be held at the Hilton Boston Faneuil Hall, Boston. 

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

To Register

  • WHEN:

    December 13, 2018

  • WHERE:

    Boston, MA

Davidson Deep Dive : Laser / Optical
11/15/18 Davidson Deep Dive : E-Commerce New York, NY Read More
Details
Davidson Deep Dive : E-Commerce

The E-Commerce Day will be held at the Sofitel Hotel, New York. 

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

To Register

  • WHEN:

    November 15, 2018

  • WHERE:

    Sofitel Hotel, New York

Davidson Deep Dive : E-Commerce
9/20/18 - 9/21/18 17th Annual Diversified Industrials & Services Conference Chicago, IL Read More
Details
17th Annual Diversified Industrials & Services Conference

The 17th Annual Diversified Industrials & Services Conference will be held at The Palmer House Hilton, 17 East Monroe Street, Chicago, IL 60603. 

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

Make hotel reservations on or before Friday, August 24, 2018 to ensure the D.A. Davidson group rate of $259.00 by calling The Palmer House Hilton, 17 East Monroe Street, Chicago, IL 60603. Their reservation number is 1-312-726-7500 or you can book directly via the following link, Palmer House Hilton - Reservation Link

Hosted by:
Brent Thielman, Senior Vice President, Senior Research Analyst
Steven Chercover, CFA, Managing Director, Senior Research Analyst

  • WHEN:

    September 20, 2018 - September 21, 2018

  • WHERE:

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

17th Annual Diversified Industrials & Services Conference
9/5/18 Davidson Deep Dive : Vertical Tech New York, NY Read More
Details
Davidson Deep Dive : Vertical Tech

The Vertical Tech. Day will be held at the New York Athletic Club, 180 Central Park South, New York, NY 10019. 

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

Register

Hosted by:
Pete Heckmann, CFA, Senior Vice President, Senior Research Analyst
Tom Forte, Managing Director, Senior Research Analyst
Rishi Jaluria, Senior Vice President, Senior Research Analyst
Matt Summerville, Managing Director, Senior Research Analyst

  • WHEN:

    September 5, 2018

  • WHERE:

    New York Athletic Club
    180 Central Park S
    New York, NY 10019
    Tel: (212) 247-5100

Davidson Deep Dive : Vertical Tech
8/22/18 - 8/23/18 2018 West Coast Bank Tour Seattle, WA / Los Angeles, CA Read More
Details
2018 West Coast Bank Tour

The 2018 West Coast 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.

To Register

  • WHEN:

    August 22, 2018 - August 23, 2018

  • WHERE:

    Seattle, WA / Los Angeles, CA

2018 West Coast Bank Tour
8/9/18 “Chips to Networking to AI”, 10th Annual Technology Forum New York, NY Read More
Details
“Chips to Networking to AI”, 10th Annual Technology Forum

The “Chips to Networking to AI”, 10th Annual Technology Forum will be held at the Grand Hyatt New York, 109 E. 42nd Street, New York, NY 10017

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 obtain the D.A. Davidson Preferred Rate of $259, call 1-212-883-1234 and book before July 13, 2018

Register

Hosted by:
Tom Diffely, Managing Director, Senior Research Analyst
Mark Kelleher, Senior Vice President, Senior Research Analyst

  • WHEN:

    August 9, 2018

  • WHERE:

    Grand Hyatt New York
    109 E. 42nd Street
    New York, NY 10017
    Tel: 212.883.1234

“Chips to Networking to AI”, 10th Annual Technology Forum
6/14/18 Davidson Deep Dive : Brands, Channels, and the Changing Consumer Chicago, IL Read More
Details
Davidson Deep Dive : Brands, Channels, and the Changing Consumer

The Brands, Channels, and the Changing Consumer Day will be held at The Palmer House Hilton, 17 East Monroe Street, Chicago, IL 60603. 

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:
Tom Forte, Managing Director, Senior Research Analyst
Linda Bolton Weiser, Senior Vice President, Senior Research Analyst
Andrew Burns, CFA, Senior Vice President, Senior Research Analyst

  • WHEN:

    June 14, 2018

  • WHERE:

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

Davidson Deep Dive : Brands, Channels, and the Changing Consumer
5/8/18 - 5/10/18 20th Annual Financial Institutions Conference Denver, CO Read More
Details
20th Annual Financial Institutions Conference

The 20th Annual Financial Institutions Conference will be held at the Hilton Denver City Center, 1701 California Street, Denver, CO 80202. 

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

To access the Webcast: Click Here

To access the Keynote Speaker's talk: Click Here

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

Register

Make hotel reservations on or before Friday, April 20, 2018 to ensure the D.A. Davidson group rate of $209.00 by calling the Hilton Denver City Center, 1701 California Street, Denver, CO, 80202. Their reservation number is 1-800-HILTONS (1-800-445-8667) or you can book directly via the following link, Hilton Denver City Center -  Reservation Link

  • WHEN:

    May 8, 2018 to May 10, 2018

  • WHERE:

    Hilton Denver City Center
    1701 California Street
    Denver, CO 80202
    Tel: 1-800-HILTONS
    (1-800-445-8667)

5/7/18 Davidson Deep Dive into Online Automotive Advertising Sector 1-800-755-7848 Read More
Details
Davidson Deep Dive into Online Automotive Advertising Sector

Davidson Deep Dive Conference Call with:
Michael Kabcenell, VP of Retail Strategy at Penske Automotive Group, Inc.

Hosted by: Tom White, SVP, Senior Research Analyst, Internet Services

What investors will learn:

  • Compare/contrast the major online auto ad marketplaces (Cargurus.com, Cars.com, Autotrader.com, etc.)
  • Car dealership ROI on digital marketing spend
  • Update on broader auto industry trends and advertising budgeting
  • Emerging technologies around ROI/attribution 
  • Other competing forms of dealer technology investment (eCommerce websites, social media, chat/IM etc.)
  • WHEN:

    May 7, 2018

    7:00 AM PT / 10:00 PM ET

  • WHERE:

    1-800-755-7848

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

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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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