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Q4 2021 Investor Conference and Events Highlights

Companies and Markets

By Christine Short  |  October 19, 2021

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


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).


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


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


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.


Christine Short

Vice President of Research, Wall Street Horizon

Ms. Christine Short is Vice President of Research at Wall Street Horizon. In this role, she is focused on publishing research on Wall Street Horizon event data covering 10,000 global equities in the marketplace. Her research has been widely featured in financial news outlets including regular appearances on networks such as CNBC and Fox Business to talk about corporate earnings and the economy. Ms. Short earned a BA in International Relations and English from Fairfield University.


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.