Conferences, forums, summits, and trade shows are among the most important events traders must mark on their calendars. Stock-specific news is often released at these gatherings of executives, analysts, and industry experts. When it comes to keeping track of the hundreds of investor-related conferences per quarter, staying in the know is a challenge for traders and portfolio managers. Wall Street Horizon reports on more than a dozen derivatives of investor-related conferences covering 9,000 companies worldwide.
Questions to Ponder:
- Is retail ready for booming consumer holiday season demand?
- Are executives and the world’s biggest companies comfortable increasing workers’ pay?
- How are oil and gas firms responding to emerging challenges and alternative energy priorities?
- What innovations will the Technology and Health Care sectors bring us?
- Are regulations on the way for mega-cap stocks that continue to scoop up market share?
- Is cryptocurrency an opportunity or threat to the Financials sector?
Upcoming Conferences
Our data reveal a total of 1,019 face-to-face conferences while 128 are being held virtually. 63 of the events changed from face-to-face to virtual in recent weeks. By using Wall Street Horizon’s corporate event data, institutional traders can identify and analyze high-volume event periods to prepare for volatility.
Ranked by size of the sector groupings
Information Technology and Communication Services
October 18-21 - Gartner IT Symposium/Xpo 2021
October 19 - Baird Commerce Technology Symposium 2021
November 10 - JP Morgan Digital Twin Seminar 2021
November 16 - RBC Capital Markets Global Technology, Internet, Media, and Telecommunications (TIMT) Conference 2021
November 17-18 - Morgan Stanley European Technology, Media & Telecom Conference 2021
November 29 - December 2 - Credit Suisse 25th Annual Technology, Media, and Telecom Conference 2021
This conference goes beyond mainstay technology firms. A featured company speaking at the event is SolarEdge Technologies (SEDG), a leader in the global power electronics business. Amid rising commodity costs, surging power prices in Europe, and the ongoing semiconductor shortage, portfolio managers must pay close attention to comments made by the management team. It’s a busy time for SEDG—the company is also slated to speak at the UBS European Virtual Conference 2021 held November 8 to 10 while its Q3 2021 earnings date is November 2 (after market, unconfirmed).
Health Care
November 8-11 - Credit Suisse 30th Annual Healthcare Conference 2021
November 9-10 - 9th International mRNA Health Conference
MLHR has been extremely consistent in its earnings report schedule for the past five years, so this high Z-score earns an “A" confidence rating. Traders should monitor the upcoming report for additional merger-related news.
Rapidly advancing mRNA medicines will be discussed in detail at this conference held face-to-face in Berlin and available virtually. Following a year of breakthroughs, all eyes are on the future of mRNA vaccines. Industry experts from the business world and academia will speak and attend.
November 16-18 - Jefferies 12th Annual London Global Healthcare Conference 2021
December 8 - Edwards Lifesciences Corp. Investor Conference, McKesson Investor Day
Consumer Discretionary and Consumer Staples
November 3 - Berenberg Video Gaming Conference 2021
The global video game niche was a strong market before the pandemic. It grew hotter once the world was stuck at home under lockdowns and quarantines. A featured firm at this event is CD Projeky SA (CDR.PL), a holding enterprise based in Poland, engaged in the development of video games. The stock has sputtered in the last year after surging in 2019 and during the first eight months of 2020. CDR.PL is also scheduled to present at Erste Bank Finest CEElection Investor conference 2021 from October 4 to 6 and once more in Spain at the Morgan Stanley European Technology, Media & Telecom Conference held November 17 to 19 before the company’s confirmed Q3 earnings date of November 29. Interestingly, on September 9, the earnings date was rescheduled from the original date November 30 date.
November 8 - JP Morgan Global Consumer, Retail and Luxury Conference 2021
November 16-17 - Jefferies West Coast Consumer Conference 2021
November 18 - Bank of America Consumer and Retail Conference 2021
Financials and Real Estate
October 19 - Apollo Global Management Investor Day
Private-equity firms have record amounts of dry powder to craft deals. While it has been a blockbuster IPO market of late, recent performances out of SPACs have been abysmal. There are many countervailing viewpoints in the investment management, hedge fund, and private securities industries. Apollo (APO) will provide its thoughts along with an outlook on the firm’s long-term growth strategy at this in-person Investor and Analyst Day. The event follows its October 1 shareholder meeting and precedes an unconfirmed Q3 earnings date of October 28.
November 8-9 - Goldman Sachs, 13th Annual CEEMEA 1x1 Conference
November 18 - The JMP Securities Financial Services and Real Estate Conference 2021
November 25 - Berenberg Real Estate Paris Seminar 2021
Industrials
November 18 - Ingersoll Rand Investor and Analyst Meeting
November 30 - Goldman Sachs Industrials Conference 2021
November 1-3 - Credit Suisse 9th Annual Industrials Conference 2021
December 3 - Société Générale Premium Review Industrials Conference 2021
Energy and Utilities
November 15-18 - Abu Dhabi International Petroleum Exhibition & Conference - ADIPEC 2021
November 18 - 6th Annual Lithium and Battery Supply Chain Conference
November 30 - Petroleo Brasileiro S.A. Petrobras Day New York
Brazil, a key emerging market for global growth, has suffered sharp equity market losses following a strong start to the year. Oil prices have been on the rise lately, often a boon for the resource-dependent nation, but shares of Petrobras (PBR) have dipped from their Q2 peak. PBR was a $300 billion market cap behemoth in its 2008 heyday but is now a shell of its former self. Investors and analysts hope for optimistic oil outlooks throughout the company’s three public meetings with analysts (November 30 – NY, December 2 – London, December 7 – Brazil).
Materials
November 11 - Goldman Sachs Annual Materials Conference 2021
November 16-17 - RBC 15th Annual Global Mining & Materials Conference 2021
December 2 - Glencore plc Investor Day
Multi-Sector
November 8 - Goldman Sachs EMEA Conference 2021
November 9-10 - Berenberg US CEO Conference 2021
November 10 - Bank of America Mexico Year Ahead 2021
November 16-19 - Credit Suisse Equity Forum Switzerland 2021
November 29 - Société Générale Premium Review Week Mid & Small Caps Conference 2021
December 6-9 - Berenberg European Conference 2021
December 14 - Berenberg Swiss Seminar 2021
Investor-Specific
October 20-21 - JP Morgan Asia Credit Conference 2021
Fears of an Asian Contagion redux were on the minds of traders in September. Evergrande, once a leader in Chinese real estate development, saw its bond prices deteriorate over the summer as investors became concerned about the firm’s solvency. For now, systemic risks appear contained, but that could change in short order. The JP Morgan Asia Credit Conference should be one to highlight on your calendar for the latest musings on this evolving situation.
This article was originally published by Wall Street Horizon.
The material presented is for informational purposes only. The views expressed in the material are the views of the author and are subject to change based on market and other conditions and factors; moreover, they do not necessarily represent the official views of Wall Street Horizon and its affiliates.
This blog post has been written by a third-party contributor and does not necessarily reflect the opinion of FactSet. The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.
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