19th Annual Financial Services Forum
February 12 - 14, 2018
, Ritz-Carlton Key Biscayne, Mia
, Miami
| Presenter Name | Ticker | Analyst Rating | Speakers | Country | Sector | Status | USD Marketcap | Category | |
|---|---|---|---|---|---|---|---|---|---|
|
Affiliated Managers Group
|
AMG |
Jay Horgen
,
CFO
Selene Oh
,
VP, Investor Relations
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
AGNC/MTGE Investment Corp
|
MTGE, AGNC | N/A |
Gary Kain
,
CEO & CIO
,
AGNC Investment Corp.
(AGNC)
Sean Reid
,
Sr. Vice President
,
AGNC Investment Corp.
(AGNC)
Katie Wisecarver
,
Vice President
,
AGNC Investment Corp.
(AGNC)
Jeff Erhardt
,
Managing Director Capital Healthcare Investments
,
MTGE Investment Corp.
(MTGE)
|
United States | Financials | Confirmed | N/A | Presenting Company | |
|
AllianceBernstein Holding L.P.
|
AB |
John Weisenseel
,
CFO
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Allstate Corporation
|
ALL | United States | Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
American International Group, Inc.
|
AIG | United States | Financials | Cancelled | Presenting Company | ||||
|
Apollo Global Management LLC
|
APO |
Martin Kelly
,
CFO
Gary Parr
,
Senior Managing Director
Gary Stein
,
Head of Corporate Communications
Noah Gunn
,
Investor Relations Manager
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Ares Management, L.P.
|
ARES.N | United States | Financials | Cancelled | Presenting Company | ||||
|
Azimut Holding S.p.A.
|
AZMT.MI |
Sergio Albarelli
,
Managing Director & CEO
Vittorio Pracca
,
Head of IR
|
Italy | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Bank of America Corp.
|
BAC |
Brian Moynihan
,
Chairman, President & CEO
|
United States | Financials | Confirmed | Presenting Company | |||
|
BankUnited
|
BKU |
Leslie Lunak
,
CFO
|
Financials | Confirmed - 1x1 Only | 2 804 | Presenting Company | |||
|
BB&T Corporation
|
BBT |
Chris Henson
,
Chief Operating Officer
Robert Jensen
,
Executive Security Professional
Alan Greer
,
Director, Investor Relations, EVP
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
BlackRock
|
BlackRock |
Caroline Rodda
,
Director, Investor Relations
Gary Shedlin
,
CFO
|
Confirmed | Presenting Company | |||||
|
Blackstone Group L.P.
|
BX |
Joan Solotar
,
Head of Private Wealth Solutions and External Relations
Zachary Halberg
,
Director
Sarah Foster
,
Vice President
|
United States | Financials | Confirmed | Presenting Company | |||
|
Capital One Financial Corp.
|
COF |
Richard Fairbank
,
Chairman & CEO
Danielle Dietz
,
VP, Investor Relations
|
Financials | Confirmed | Presenting Company | ||||
|
Cboe Global Markets
|
CBOE |
Deborah Koopman
,
VP of Investor Relations
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
CIT Group Inc.
|
CIT |
Ellen Alemany
,
Chairwoman and CEO
John Fawcett
,
Executive Vice President and Chief Financial Officer
Barbara Callahan
,
Senior Vice President and Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
|
Citigroup Inc.
|
C |
Jane Fraser
,
CEO of Citigroup Latin America
|
United States | Financials | Confirmed | Presenting Company | |||
|
Citizens Financial Group, Inc.
|
CFG |
John Woods
,
CFO & EVP
Ellen Taylor
,
EVP & Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
|
CME Group Inc.
|
CME |
John Pietrowicz
,
Chief Financial Officer
John Peschier
,
Managing Director, Investor Relations
|
Financials | Confirmed | Presenting Company | ||||
|
Cohen & Steers, Inc.
|
CNS |
Joseph Harvey
,
President & CIO
Matthew Stadler
,
CFO
|
United States | Financials | Confirmed | Presenting Company | |||
|
Credit Suisse - Joe Seidel
|
Confirmed - 1x1 Only | N/A | Presenting Company | ||||||
|
CS HOLT - Ben Weyers
|
Ben Weyers
,
HOLT Financials Specialist
,
Credit Suisse
Ben Weyers
,
CS HOLT
|
Confirmed - 1x1 Only | N/A | Presenting Company | |||||
|
CS- Mark Connors, Global Head Prime Services Portfolio & Risk Advisory
|
Mark Connors
,
Global Head Prime Risk Advisory
,
Credit Suisse
|
Financials | Confirmed - 1x1 Only | N/A | Presenting Company | ||||
|
Curo Group Holdings
|
, CURO | N/A |
Roger Dean
,
CFO
,
CURO Financial Technologies
Bill Baker
,
COO
,
CURO Financial Technologies
|
Financials | Confirmed | N/A | Presenting Company | ||
|
Discover Financial Services
|
DFS | United States | Financials | Confirmed | Presenting Company | ||||
|
E*TRADE Financial Corporation
|
ETFC |
Mike Pizzi
,
CFO
Brett Goodman
,
Chief Communications Officer
Lovin Thomas
,
VP, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
|
ECN Capital Corp.
|
ECN.TO |
Steven Hudson
,
Chief Executive Officer
John Wimsatt
,
SVP, Corporate Development & Investor Relations
|
Canada | Financials | Confirmed | Presenting Company | |||
|
Elevate Credit, Inc.
|
ELVT |
Ken Rees
,
Chief Executive Officer
|
United States | Financials | Confirmed | Presenting Company | |||
|
FactSet Research Systems Inc.
|
FDS |
Maurizio Nicolelli
,
CFO
Rima Hyder
,
VP, IR
|
United States | Financials | Confirmed | Presenting Company | |||
|
FirstCash, Inc.
|
FCFS |
Rick Wessel
,
CEO
Doug Orr
,
CFO
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
GAIN Capital Holdings Inc
|
GCAP |
Glenn Stevens
,
CEO
|
Financials | Confirmed | 313 | Presenting Company | |||
|
Goldman Sachs Group Inc.
|
GS | United States | Financials | Confirmed | Presenting Company | ||||
|
Greenhill & Co., Inc.
|
GHL |
Scott Bok
,
CEO
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Hamilton Lane Incorporated
|
HLNE | United States | Financials | Cancelled | Presenting Company | ||||
|
Intercontinental Exchange Inc.
|
ICE |
Scott Hill
,
Chief Financial Officer
Warren Gardiner
,
Investor Relations
|
Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
Invesco Ltd.
|
IVZ | United States | Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
KKR & Co LP
|
KKR |
William Janetschek
,
Chief Financial Officer
Craig Larson
,
Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
|
Lazard Ltd
|
LAZ | United States | Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
Legg Mason, Inc.
|
LM |
Pete Nachtwey
,
Chief Financial Officer
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
LPL Financial Holdings Inc.
|
LPLA |
Matthew Audette
,
Chief Financial Officer
Chris Koegel
,
Head of IR
|
United States | Financials | Confirmed | Presenting Company | |||
|
Manulife Financial Corporation
|
MFC.TO |
Steve Finch
,
Chief Actuary
Robert Veloso
,
Investor Relations
|
Canada | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
MarketAxess Holdings Inc
|
MKTX |
Tony DeLise
,
CFO
David Cresci
,
Investor Relations Manager
|
United States | Financials | Confirmed | 2 051 | Presenting Company | ||
|
Medley Management Inc.
|
MDLY |
Brook Taube
,
Co-CEO and Co-Chairman of the Board
Samuel Anderson
,
Senior Managing Director of Medley and Head of Capital Markets & Risk Management
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
MetLife Inc.
|
MET | United States | Financials | Cancelled | Presenting Company | ||||
|
MGIC Investment Corporation
|
MTG |
Mike Zimmerman
,
SVP, IR
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Morgan Stanley
|
MS |
Jonathan Pruzan
,
Executive VP & Chief Financial Officer
|
United States | Financials | Confirmed- Presenting Only | Presenting Company | |||
|
NASDAQ, Inc.
|
NDAQ |
Michael Ptasznik
,
CFO
|
United States | Financials | Confirmed | Presenting Company | |||
|
Nationstar Mortgage Holdings Inc.
|
NSM | United States | Financials | Cancelled | Presenting Company | ||||
|
Navient Corporation
|
NAVI |
Jack Remondi
,
President and CEO
Joe Fisher
,
VP, IR
|
United States | Financials | Confirmed | Presenting Company | |||
|
New York Community Bancorp, Inc
|
NYCB | Confirmed - 1x1 Only | Presenting Company | ||||||
|
Northern Trust Corporation
|
NTRS |
Biff Bowman
,
EVP & CFO
|
United States | Financials | Confirmed | Presenting Company | |||
|
Oaktree Capital Group, LLC
|
OAK |
Jay Wintrob
,
CEO
Andrea Williams
,
Head of Corporate Communications and Investor Relations
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
OceanFirst Financial Corp.
|
OCFC |
Christopher D. Maher
,
Chairman, President & CEO
Michael Fitzpatrick
,
CFO
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
OFG Bancorp
|
OFG |
Ganesh Kumar
,
SEVP & COO
|
Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
OM Asset Management plc
|
OMAM |
Jim Ritchie
,
Chairman & Acting CEO
Steve Belgrad
,
Chief Financial Officer
Aidan Riordan
,
Head Of Affiliate Management
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Partners Group AG
|
PGHN.S |
Philip Sauer
,
Co-CFO
|
Switzerland | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
PJT Partners Inc.
|
PJT |
Ji-Yeun Lee
,
Managing Partner
Paul Taubman
,
Chairman & CEO
Sharon Pearson
,
Head of Investor Relations
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Popular Inc
|
BPOP |
Brett Scheiner
,
Investor Relations Officer
|
Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
Raymond James Financial, Inc.
|
RJF |
Paul Shoukry
,
SVP of Finance and Treasury, Head of Investor Relations
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Regions Financial Corporation
|
RF |
David Turner
,
CFO
|
United States | Financials | Confirmed | Presenting Company | |||
|
S&P Global Inc.
|
SPGI.N |
Chip Merritt
,
VP, IR
|
United States | Financials | Confirmed | Presenting Company | |||
|
SLM Corp
|
SLM |
Steve McGarry
,
EVP & CFO
|
United States | Financials | Confirmed | Presenting Company | |||
|
Starwood Property Trust, Inc.
|
STWD |
Jeff DiModica
,
President
Andrew Sossen
,
Chief Operating Officer
Rina Paniry
,
CFO
Zachary Tanenbaum
,
Director, Investor Relations
|
Confirmed | Presenting Company | |||||
|
State Street Corp.
|
STT |
Ilene Fiszel Bieler
,
SVP of Investor Relations
|
Financials | Cancelled | Presenting Company | ||||
|
Sterling Bancorp
|
STL |
Luis Massiani
,
Senior Executive VP & CFO
|
Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
Synchrony Financial
|
SYF |
Greg Ketron
,
Director of Investor Relations
|
Financials | Confirmed - 1x1 Only | Presenting Company | ||||
|
The Carlyle Group L.P.
|
CG |
Daniel Harris
,
Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
|
The Hartford Financial Services Group, Inc.
|
HIG |
Sean Rourke
,
AVP, Investor Relations
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Two Harbors Investment Corporation
|
TWO |
Thomas Siering
,
President & CEO
Bill Roth
,
CIO
Margaret Field
,
Investor Relations
|
United States | Financials | Confirmed | 123 | Presenting Company | ||
|
U.S. Bancorp
|
USB |
Gunjan Kedia
,
Vice Chairman, Wealth Management and Investment Services
Mark Jordahl
,
President, Wealth Management
|
United States | Financials | Confirmed | Presenting Company | |||
|
United Financial Bancorp, Inc.
|
UBNK.OQ |
William Crawford
,
CEO
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company | |||
|
Virtus Investment Partners, Inc.
|
VRTS |
Michael Angerthal
,
EVP & CFO
Jeanne Hess
,
Investor Relations
|
Confirmed | Presenting Company | |||||
|
Wachtell, Lipton, Rosen & Katz
|
Richard K. Kim
,
Partner
|
Confirmed- Presenting Only | Presenting Company | ||||||
|
Wells Fargo & Company
|
WFC | United States | Financials | Confirmed | Presenting Company | ||||
|
Western Alliance Bancorp
|
WAL |
Ken Vecchione
,
President
Dale Gibbons
,
CFO
|
United States | Financials | Confirmed - 1x1 Only | 2 126 | Presenting Company | ||
|
WisdomTree Investments, Inc.
|
WETF.OQ |
Jonathan Steinberg
,
CEO
Amit Muni
,
CFO
Jason Weyeneth
,
Director of Investor Relations
|
United States | Financials | Confirmed - 1x1 Only | Presenting Company |
