st 41 Annual Institutional Investors Conference: March 1 – 4, 2020 Monday, March 2, 2020 Mediterranean 1 Mediterranean 2 Palazzo A Palazzo B Palazzo C Palazzo F Palazzo G Palazzo H Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Cordova 2 Cordova 3 Cordova 4 Cordova 5 Cordova 6 Amarante 1 Amarante 2 Cordova 1 7:30am-8:00am Check Point Software Masco Corporation Everbridge, Inc. ORBCOMM Inc. Reserved STERIS plc (STE) Investors Real Estate Tenet Healthcare Technologies Ltd. (MAS) (EVBG) (ORBC) Trust (IRET) Corporation (THC) (CHKP) 8:05am-8:35am Sunstone Hotel Service Corporation NIC Inc. (EGOV) Cboe Global Markets, Reserved Baxter International Reserved Franco-Nevada Investors, Inc. International (SCI) Inc. (CBOE) Inc. (BAX) Corporation (FNV) (SHO) 8:40am-9:10am Prestige Consumer CDW Corporation Akamai Reserved Renasant VineBrook Homes NeoGenomics, Inc. WPX Energy, Inc. Healthcare, Inc. (CDW) Technologies, Inc. Corporation (RNST) Trust, Inc. (Private) (NEO) (WPX) (PBH) (AKAM) 9:15am-9:45am Simon Property Delta Air Lines, Inc. Reserved MSCI Inc. (MSCI) The Allstate Murphy USA Inc. Viking Therapeutics, TPI Composites, Inc. Group, Inc. (SPG) (DAL) Corporation (ALL) (MUSA) Inc. (VKTX) (TPIC) 9:50am-10:20am Analog Devices, Inc. FleetCor MAXIMUS, Inc. Reserved PRA Group, Inc. Zimmer Biomet NexPoint Residential Apache Corporation (ADI) Technologies, Inc. (MMS) (PRAA) Holdings, Inc. (ZBH) Trust, Inc. (NXRT) (APA) (FLT) 10:25am-10:55am Malibu Boats, Inc. Raymond James Alarm.com Holdings, Intercontinental Home BancShares, IDEXX Laboratories, Park Hotels & California Resources (MBUU) Financial, Inc. (RJF) Inc. (ALRM) Exchange, Inc. (ICE) Inc. (HOMB) Inc. (IDXX) Resorts Inc. (PK) Corporation (CRC)
11:00am-11:30am Waste Connections, Whirlpool IPG Photonics Harmonic Inc. (HLIT) Wintrust Financial Bloomin' Brands, Inc. Rayonier Inc. (RYN) National-Oilwell Inc. (WCN) Corporation (WHR) (IPGP) Corporation (WTFC) (BLMN) Varco, Inc. (NOV)
11:35am-12:05pm Leggett & Platt, Toll Brothers, Inc. Criteo S.A. (CRTO) S&P Global Inc. New York Flexion Therapeutics, Azul S.A. (AZUL) SunPower Incorporated (LEG) (TOL) (SPGI) Community Bancorp, Inc. (FLXN) Corporation (SPWR) Inc. (NYCB) 12:10pm-1:30pm Lunch Buffet | JW Marriott, Coquina Ballroom 12:10pm-1:00pm Lunch & Analyst Presentation | Ritz Carlton Ballroom, Salon I-III Lunch & Analyst Presentation | Ritz Carlton Ballroom, Salon IV-VI “Late Cycle Equity Opportunities” “The Washington-Wall Street Connection: Understanding the Impact of the 2020 Presenter: Tavis McCourt, Institutional Equity Strategist Elections” Presenters: Edward Mills, Washington Policy Analyst & Chris Meekins, Healthcare Policy Analyst 1:05pm-1:35pm Masimo Corporation Weyerhaeuser Cogent Nasdaq, Inc. (NDAQ) Independent Bank MasterCraft Boat Red Robin Gourmet Agnico Eagle Mines (MASI) Company (WY) Communications Group, Inc. (IBTX) Holdings, Inc. Burgers, Inc. (RRGB) Ltd. (AEM) Holdings, Inc. (CCOI) (MCFT) 1:40pm-2:10pm Spectrum Brands D.R. Horton, Inc. Manhattan MarketAxess United Insurance Stericycle, Inc. G1 Therapeutics, Inc. GOL Linhas Aereas Holdings, Inc. (SPB) (DHI) Associates, Inc. Holdings Inc. (MKTX) Holdings Corp. (SRCL) (GTHX) Inteligentes S.A. (MANH) (UIHC) (GOL) 2:15pm-2:45pm Lumentum Holdings Fidelity National CACI International Owl Rock Capital Meta Financial Zymeworks Inc. Xenia Hotels & Nabors Industries Inc. (LITE) Information Inc (CACI) Corporation (ORCC) Group, Inc. (CASH) (ZYME) Resorts, Inc. (XHR) Ltd. (NBR) Services, Inc. (FIS) 2:50pm-3:20pm The Scotts Miracle- Stanley Black & United States Envestnet, Inc. Pinnacle Financial Health Catalyst, Inc. CatchMark Timber Reserved Gro Company (SMG) Decker, Inc. (SWK) Cellular Corporation (ENV) Partners, Inc. (PNFP) (HCAT) Trust, Inc. (CTT) (USM) 3:25pm-3:55pm Avnet, Inc. (AVT) Kansas City Southern Reserved Main Street Capital BRP Group, Inc. La-Z-Boy ICU Medical, Inc. Reserved (KSU) Corporation (MAIN) (BRP) Incorporated (LZB) (ICUI)
4:00pm-4:30pm Sally Beauty Reserved Cubic Corporation Jones Lang LaSalle Reserved Galapagos NV Pebblebrook Hotel The Williams Holdings, Inc. (SBH) (CUB) Incorporated (JLL) (GLPG) Trust (PEB) Companies, Inc. (WMB) 4:35pm-5:05pm Copa Holdings, S.A. SBA Communications Wabash National Barings BDC, Inc. Argo Group Haemonetics Jernigan Capital, Inc. Reserved (CPA) Corporation (SBAC) Corporation (WNC) (BBDC) International Corporation (HAE) (JCAP) Holdings, Ltd. (ARGO)
Participating in 1:1s only: AFL, BDX, MHK, PINE Subject to change. st 41 Annual Institutional Investors Conference: March 1 – 4, 2020 Tuesday, March 3, 2020 Mediterranean 1 Mediterranean 2 Palazzo A Palazzo B Palazzo C Palazzo F Palazzo G Palazzo H Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Cordova 2 Cordova 3 Cordova 4 Cordova 5 Cordova 6 Amarante 1 Amarante 2 Cordova 1 7:30am-8:00am Tempur Sealy Monolithic Power Reserved AssetMark Financial American Equity MarineMax, Inc. Mesa Air Group, Inc. Itron, Inc. (ITRI) International, Inc. Systems, Inc. Holdings, Inc. (AMK) Investment Life (HZO) (MESA) (TPX) (MPWR) Holding Company (AEL) 8:05am-8:35am W.W. Grainger, Inc. Union Pacific Reserved Rapid7, Inc. (RPD) United Bankshares, Reserved PotlatchDeltic Matador Resources (GWW) Corporation (UNP) Inc. (UBSI) Corporation (PCH) Company (MTDR)
8:40am-9:10am Booz Allen Hamilton Cheesecake Factory Reserved SEI Investments Axos Financial, Inc. Arlo Technologies, Trupanion, Inc. Newpark Resources, Holding Corp. (BAH) Inc. (CAKE) Company (SEIC) (AX) Inc. (ARLO) (TRUP) Inc. (NR)
9:15am-9:45am Qorvo, Inc. (QRVO) Brinker OneWater Marine Ares Capital Reserved Amedisys, Inc. CareDx, Inc. (CDNA) Pioneer Natural International, Inc. Inc. (ONEW) Corporation (ARCC) (AMED) Resources Company (EAT) (PXD) 9:50am-10:20am Heska Corporation Acushnet Holdings Iridium Reserved BOK Financial Reserved M.D.C. Holdings, Inc. Helix Energy (HSKA) Corp. (GOLF) Communications Inc. Corporation (BOKF) (MDC) Solutions Group, Inc. (IRDM) (HLX) 10:25am-10:55am J.B. Hunt Transport Hyatt Hotels Paylocity Holding Jack Henry & Willis Towers Aaron's, Inc. (AAN) SkyWest, Inc. Reserved Services, Inc. (JBHT) Corporation (H) Corporation (PCTY) Associates, Inc. Watson Public (SKYW) (JKHY) Limited Company (WLTW) 11:00am-11:30am LKQ Corporation Brunswick nLIGHT, Inc. (LASR) Switch, Inc. (SWCH) Bank OZK (OZK) Ruth's Hospitality Insulet Corporation Atlantica Yield plc (LKQ) Corporation (BC) Group, Inc. (RUTH) (PODD) (AY)
11:35am-12:05pm Sleep Number United Parcel Arrow Electronics, Broadridge Financial Reserved Premier, Inc. (PINC) Quidel Corporation Construction Corporation (SNBR) Service, Inc. (UPS) Inc. (ARW) Solutions, Inc. (BR) (QDEL) Partners, Inc. (ROAD) 12:10pm-1:30pm Lunch Buffet | JW Marriott, Coquina Ballroom 12:10pm-1:00pm Lunch & Panel Discussion | Ritz Carlton Ballroom, Salon I-III “ESG: Corporate and Investor Perspectives” Moderator: Tavis McCourt, Institutional Equity Strategist Panelists: Ross Campbell, Director of Responsible Investing, Barrow, Hanley, Mewhinney & Strauss, LLC; Katherine Collins, Head of Sustainable Investing, Putnam; Kurt Kuehn, Former CFO, UPS and Sector Chair for Transportation and Infrastructure, SASB; Gabe Nacht, CFO, Switch, Inc. 1:05pm-1:35pm Reserved YETI Holdings, Inc. Reserved SiTime Corporation Verisk Analytics, Inc. Farmland Partners MSC Industrial Direct Reserved (YETI) (SITM) (VRSK) Inc. (FPI) Co., Inc. (MSM) 1:40pm-2:10pm Ryman Hospitality American Tower Citrix Systems, Inc. Revolve Group, Inc. Synovus Financial Intuitive Surgical, Allegiant Travel Occidental Petroleum Properties, Inc. Corporation (AMT) (CTXS) (RVLV) Corp. (SNV) Inc. (ISRG) Company (ALGT) Corporation (OXY) (RHP) 2:15pm-2:45pm Polaris Inc. (PII) Digital Realty Trust, FLIR Systems, Inc. CME Group Inc. Zions Bancorporation Reserved Reserved Reserved Inc. (DLR) (FLIR) (CME) (ZION) 2:50pm-3:20pm Summit Hotel Republic Services, Jumia Technologies MiX Telematics Kemper Corporation HCA Healthcare, Inc. Dine Brands Global, Reserved Properties, Inc. Inc. (RSG) AG (JMIA) Limited (MIXT) (KMPR) (HCA) Inc. (DIN) (INN) 3:25pm-3:55pm Reserved Teleflex NETGEAR, Inc. Brown & Brown, Inc. Cadence Applied MRC Global Inc. Oil States Incorporated (TFX) (NTGR) (BRO) Bancorporation Optoelectronics, Inc. (MRC) International, Inc. (CADE) (AAOI) (OIS) 4:00pm-4:30pm Spirit Airlines, Inc. Reserved Limelight Networks, Reserved TCF Financial Phreesia, Inc. (PHR) WESCO FirstService (SAVE) Inc. (LLNW) Corporation (TCF) International, Inc. Corporation (FSV) (WCC) 4:35pm-5:05pm US Ecology, Inc. Bottomline Fortress SS&C Technologies Community Bank Acadia Healthcare Reserved Tecnoglass Inc. (ECOL) Technologies (EPAY) Transportation & Holdings, Inc. System, Inc. (CBU) Company, Inc. (TGLS) Infrastructure Inv. (SSNC) (ACHC) LLC (FTAI)
Participating in 1:1s only: ABMD, ANGI, BBY, BLKB, CGNX, CRM, EVTC, EXP, FTDR, LHX, LSPD, MAR, MDT, OAS, TELL, TFC, TSLX, WEX Subject to change. st 41 Annual Institutional Investors Conference: March 1 – 4, 2020 Wednesday, March 4, 2020 Mediterranean 1 Mediterranean 2 Palazzo A Palazzo B Palazzo C Palazzo F Palazzo G Palazzo H Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Breakout Session - Cordova 2 Cordova 3 Cordova 4 Cordova 5 Cordova 6 Amarante 1 Amarante 2 Cordova 1 7:30am-8:00am Casella Waste Reserved BlackRock TCP Moody's Corporation Reserved Reserved Reserved TETRA Technologies, Systems, Inc. Capital Corp. (TCPC) (MCO) Inc. (TTI) (CWST)
8:05am-8:35am Reserved AutoZone, Inc. (AZO) Plexus Corp. (PLXS) EverQuote, Inc. Seacoast Banking OraSure Intact Financial Chart Industries, (EVER) Corporation of Technologies, Inc. Corporation (IFC.T) Inc. (GTLS) Florida (SBCF) (OSUR)
8:40am-9:10am Clean Harbors, Inc. Reserved CyrusOne Inc. Reserved HealthEquity, Inc. Reserved National Retail Delek US Holdings, (CLH) (CONE) (HQY) Properties, Inc. Inc. (DK) (NNN) 9:15am-9:45am Beacon Roofing Hilton Worldwide Reserved CarGurus, Inc. Reserved Mirum Covetrus, Inc. Bloom Energy Supply, Inc. (BECN) Holdings Inc. (HLT) (CARG) Pharmaceuticals, (CVET) Corporation (BE) Inc. (MIRM)
9:50am-10:20am Reserved The Home Depot, iRobot Corporation Reserved Flagstar Bancorp, Avanos Medical, Inc. DIRTT Environmental Evoqua Water Inc. (HD) (IRBT) Inc. (FBC) (AVNS) Solutions Ltd. Technologies Corp. (DRTT) (AQUA)
10:25am-10:55am Reserved Walmart Inc. (WMT) Shenandoah Cambium Networks Origin Bancorp, Inc. Fastenal Company Reserved Reserved Telecommunications Corporation (CMBM) (OBNK) (FAST) Company (SHEN)
11:00am-11:30am Saia, Inc. (SAIA) Genuine Parts Cerence, Inc. (CRNC) Reserved Reserved Reserved DaVita Inc. (DVA) Hess Corporation Company (GPC) (HES)
11:35am-12:05pm Panel Session: Reserved QTS Realty Trust, ViaSat, Inc. (VSAT) Reserved NOW Inc. (DNOW) City Office REIT, Inc. Advanced Energy “Taking the Inc. (QTS) (CIO) Industries, Inc. Temperature of D.C. (AEIS) Health Policy: 2020 12:10pm-12:40pm and Beyond” Reserved ScanSource, Inc. Everi Holdings Inc. FedNat Holding Reserved Reserved Ameresco, Inc. Moderator: Chris (SCSC) (EVRI) Company (FNHC) (AMRC) Meekins, Healthcare Policy Analyst; Panelists: John Ransom, Senior Healthcare Analyst and Rachel Stephan, Healthcare Sales Specialist 12:10pm-2:00pm Lunch Buffet | JW Marriott, Coquina Ballroom
Participating in 1:1s only: CBRE, CVX, REG, TGT Subject to change.