DOCSLIB.ORG

41St Annual Institutional Investors Conference: March 1 – 4, 2020

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
41St Annual Institutional Investors Conference: March 1 – 4, 2020 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
Load more

Recommended publications
  • Financial Disclosure Report
    Filing ID #10026155 financial DiScloSure report Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515 filer information name: Hon. Donna Shalala Status: Member State/District: FL27 filing information filing type: New Filer Report filing year: 2018 filing Date: 05/14/2019 period covered: 01/01/2017– 12/31/2018 ScheDule a: aSSetS anD "unearneD" income asset owner Value of asset income income income type(s) current preceding year to year filing Citibank Accounts [BA] $50,001 - Interest Not $1 - $200 $100,000 Applicable Mednax Inc. [OP] None Capital Gains Not $100,001 - Applicable $1,000,000 DESCRIPTION: Options exercised in June 2018. Miami Rental Property [RP] $250,001 - Rent Not $15,001 - $500,000 Applicable $50,000 LOCATION: Miami, FL, US Morgan Stanley Active Assets Account (1) ⇒ $100,001 - Dividends Not None Blackstone Alternative Alpha Adv [HE] $250,000 Applicable Morgan Stanley Active Assets Account (2) ⇒ $15,001 - $50,000 None Algerian MLP ETF (AMLP) [EF] Morgan Stanley Active Assets Account (2) ⇒ None Dividends Not $201 - FT North American Energy INFRA (EMLP) [EF] Applicable $1,000 asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Active Assets Account (2) ⇒ $50,001 - None ISHARES CORE MSCI EUROPE (IEUR) [EF] $100,000 Morgan Stanley Active Assets Account (2) ⇒ $15,001 - $50,000 Dividends Not $1,001 - ISHARES EDGE MSCI MIN VOL EAFE (EFAV) [EF] Applicable $2,500 Morgan Stanley Active Assets Account (2) ⇒ $15,001 -
    [Show full text]
  • List of Marginable OTC Stocks
    List of Marginable OTC Stocks @ENTERTAINMENT, INC. ABACAN RESOURCE CORPORATION ACE CASH EXPRESS, INC. $.01 par common No par common $.01 par common 1ST BANCORP (Indiana) ABACUS DIRECT CORPORATION ACE*COMM CORPORATION $1.00 par common $.001 par common $.01 par common 1ST BERGEN BANCORP ABAXIS, INC. ACETO CORPORATION No par common No par common $.01 par common 1ST SOURCE CORPORATION ABC BANCORP (Georgia) ACMAT CORPORATION $1.00 par common $1.00 par common Class A, no par common Fixed rate cumulative trust preferred securities of 1st Source Capital ABC DISPENSING TECHNOLOGIES, INC. ACORN PRODUCTS, INC. Floating rate cumulative trust preferred $.01 par common $.001 par common securities of 1st Source ABC RAIL PRODUCTS CORPORATION ACRES GAMING INCORPORATED 3-D GEOPHYSICAL, INC. $.01 par common $.01 par common $.01 par common ABER RESOURCES LTD. ACRODYNE COMMUNICATIONS, INC. 3-D SYSTEMS CORPORATION No par common $.01 par common $.001 par common ABIGAIL ADAMS NATIONAL BANCORP, INC. †ACSYS, INC. 3COM CORPORATION $.01 par common No par common No par common ABINGTON BANCORP, INC. (Massachusetts) ACT MANUFACTURING, INC. 3D LABS INC. LIMITED $.10 par common $.01 par common $.01 par common ABIOMED, INC. ACT NETWORKS, INC. 3DFX INTERACTIVE, INC. $.01 par common $.01 par common No par common ABLE TELCOM HOLDING CORPORATION ACT TELECONFERENCING, INC. 3DO COMPANY, THE $.001 par common No par common $.01 par common ABR INFORMATION SERVICES INC. ACTEL CORPORATION 3DX TECHNOLOGIES, INC. $.01 par common $.001 par common $.01 par common ABRAMS INDUSTRIES, INC. ACTION PERFORMANCE COMPANIES, INC. 4 KIDS ENTERTAINMENT, INC. $1.00 par common $.01 par common $.01 par common 4FRONT TECHNOLOGIES, INC.
    [Show full text]
  • New Opportunties - TF
    New Opportunties - TF Schedule of Investments as of 2017-09-30 (Unaudited) Holding Shares/Principal Amount Market Value ($) Cotiviti Holdings Inc 82,434 2,965,975 LogMeIn Inc 26,688 2,937,014 CDW Corp/DE 44,273 2,922,018 Tivity Health Inc 65,176 2,659,181 XPO Logistics Inc 38,536 2,611,970 Burlington Stores Inc 26,646 2,543,627 Ball Corp 58,574 2,419,106 RingCentral Inc 57,626 2,405,886 Bright Horizons Family Solutions Inc 27,768 2,393,879 MSCI Inc 20,395 2,384,176 Catalent Inc 58,551 2,337,356 CyrusOne Inc 39,336 2,318,070 Dolby Laboratories Inc 38,884 2,236,608 Granite Construction Inc 38,149 2,210,735 SiteOne Landscape Supply Inc 37,779 2,194,960 CBOE Holdings Inc 20,195 2,173,588 2U Inc 38,578 2,161,911 LKQ Corp 59,115 2,127,549 Summit Materials Inc 66,267 2,122,532 AAR Corp 56,143 2,121,083 Planet Fitness Inc 78,462 2,116,905 Callidus Software Inc 83,778 2,065,128 Mercury Systems Inc 39,658 2,057,457 Pool Corp 18,587 2,010,556 Fortune Brands Home & Security Inc 29,197 1,962,914 Brunswick Corp/DE 34,991 1,958,446 Brink's Co/The 23,134 1,949,040 Cooper Cos Inc/The 8,214 1,947,622 Chegg Inc 131,125 1,945,895 Tyler Technologies Inc 11,070 1,929,722 KLX Inc 36,290 1,920,830 Paycom Software Inc 25,177 1,887,268 WABCO Holdings Inc 12,660 1,873,680 Advanced Disposal Services Inc 72,336 1,822,144 Essent Group Ltd 44,825 1,815,412 Installed Building Products Inc 28,011 1,815,113 John Bean Technologies Corp 17,938 1,813,532 Alarm.com Holdings Inc 39,789 1,797,667 ITT Inc 40,325 1,785,188 Acadia Healthcare Co Inc 37,106 1,772,183 Broadridge
    [Show full text]
  • Market Cap Close ADV 1598 67Th Pctl 745,214,477.91 $ 23.96
    Market Cap Close ADV 1598 67th Pctl $ 745,214,477.91 $ 23.96 225,966.94 801 33rd Pctl $ 199,581,478.89 $ 10.09 53,054.83 2399 Ticker_ Listing_ Effective_ Revised Symbol Security_Name Exchange Date Mkt Cap Close ADV Stratum Stratum AAC AAC Holdings, Inc. N 20160906 M M M M-M-M M-M-M AAMC Altisource Asset Management Corp A 20160906 L M L L-M-L L-M-L AAN Aarons Inc N 20160906 H H H H-H-H H-H-H AAV Advantage Oil & Gas Ltd N 20160906 H L M H-L-M H-M-M AB Alliance Bernstein Holding L P N 20160906 H M M H-M-M H-M-M ABG Asbury Automotive Group Inc N 20160906 H H H H-H-H H-H-H ABM ABM Industries Inc. N 20160906 H H H H-H-H H-H-H AC Associated Capital Group, Inc. N 20160906 H H L H-H-L H-H-L ACCO ACCO Brand Corp. N 20160906 H L H H-L-H H-L-H ACU Acme United A 20160906 L M L L-M-L L-M-L ACY AeroCentury Corp A 20160906 L L L L-L-L L-L-L ADK Adcare Health System A 20160906 L L L L-L-L L-L-L ADPT Adeptus Health Inc. N 20160906 M H H M-H-H M-H-H AE Adams Res Energy Inc A 20160906 L H L L-H-L L-H-L AEL American Equity Inv Life Hldg Co N 20160906 H M H H-M-H H-M-H AF Astoria Financial Corporation N 20160906 H M H H-M-H H-M-H AGM Fed Agricul Mtg Clc Non Voting N 20160906 M H M M-H-M M-H-M AGM A Fed Agricultural Mtg Cla Voting N 20160906 L H L L-H-L L-H-L AGRO Adecoagro S A N 20160906 H L H H-L-H H-L-H AGX Argan Inc N 20160906 M H M M-H-M M-H-M AHC A H Belo Corp N 20160906 L L L L-L-L L-L-L AHL ASPEN Insurance Holding Limited N 20160906 H H H H-H-H H-H-H AHS AMN Healthcare Services Inc.
    [Show full text]
  • S P O T L I G H T Pa R T I C I Pa N
    SPOTLIGHT PARTICIPANTS 12 Copyright © 2019 Mercer (US) Inc. All rights reserved. ORGANIZATION LISTING 3M (Minnesota Mining & Manufacturing) Atlas Energy Group LLC City of Overland Park, KS Cleveland Indians Baseball Co. A&E Television Networks Auburn University City of Winston-Salem, NC CliftonLarsonAllen, LLP A.O. Smith Corporation Automatic Data Processing California Health Care Foundation CMA CGM (America) LLC American Automobile Association, Inc., The Automobile Club of Southern California Cabot Oil & Gas Corporation CNH Industrial America LLC Accenture LLP AXA XL Cactus Feeders, Inc. CNO Financial Group Accudyne Industries, LLC Badger Meter, Inc. Cadmus Holding Company CNOOC Petroleum U.S.A. Inc. Advance Auto Parts Baltimore Orioles California Endowment, The CNX Resources ADVICS North America, Inc. Bank of the Ozarks, Inc. California ISO Colorado Rockies Baseball Club AECOM Building & Construction Bank of New York Mellon California Wellness Foundation Cobb Electric Membership Corporation AECOM Enterprise Baptist Health - FL Cambia Health Solutions (Regence Group) Coca-Cola Company, Inc., The AECOM Management Services Crestline Hotels & Resorts, LLC Canadian Imperial Bank of Commerce COG Operating, LLC Aera Energy Services Company Barnes & Noble, Inc. Canadian National Cognizant Technology Solutions Corporation Affinity Federal Credit Union BASF Corporation Canadian Pacific Railway CohnReznick LLP AgReserves Inc. Basin Electric Power Co-op Canadian Solar, Inc. Colby College Agri Beef Company Bates College Capital Group Companies, Inc., The Colonial Group, Inc. American International Group, Inc. (AIG) Battelle Memorial Institute Capital One Financial Corporation Columbia Sportswear Company Aimbridge Hospitality Baylor College of Medicine CarMax Auto Superstores, Inc. Columbia University American Institutes for Research BB&T Corporation Carilion Clinic Columbus McKinnon Corporation Air Liquide USA Blue Cross Blue Shield of Kansas Carrix, Inc.
    [Show full text]
  • DTC Participant Alphabetical Listing June 2019.Xlsx
    DTC PARTICPANT REPORT (Alphabetical Sort ) Month Ending - June 30, 2019 PARTICIPANT ACCOUNT NAME NUMBER ABN AMRO CLEARING CHICAGO LLC 0695 ABN AMRO SECURITIES (USA) LLC 0349 ABN AMRO SECURITIES (USA) LLC/A/C#2 7571 ABN AMRO SECURITIES (USA) LLC/REPO 7590 ABN AMRO SECURITIES (USA) LLC/ABN AMRO BANK NV REPO 7591 ALPINE SECURITIES CORPORATION 8072 AMALGAMATED BANK 2352 AMALGAMATED BANK OF CHICAGO 2567 AMHERST PIERPONT SECURITIES LLC 0413 AMERICAN ENTERPRISE INVESTMENT SERVICES INC. 0756 AMERICAN ENTERPRISE INVESTMENT SERVICES INC./CONDUIT 7260 APEX CLEARING CORPORATION 0158 APEX CLEARING CORPORATION/APEX CLEARING STOCK LOAN 8308 ARCHIPELAGO SECURITIES, L.L.C. 0436 ARCOLA SECURITIES, INC. 0166 ASCENSUS TRUST COMPANY 2563 ASSOCIATED BANK, N.A. 2257 ASSOCIATED BANK, N.A./ASSOCIATED TRUST COMPANY/IPA 1620 B. RILEY FBR, INC 9186 BANCA IMI SECURITIES CORP. 0136 BANK OF AMERICA, NATIONAL ASSOCIATION 2236 BANK OF AMERICA, NA/GWIM TRUST OPERATIONS 0955 BANK OF AMERICA/LASALLE BANK NA/IPA, DTC #1581 1581 BANK OF AMERICA NA/CLIENT ASSETS 2251 BANK OF CHINA, NEW YORK BRANCH 2555 BANK OF CHINA NEW YORK BRANCH/CLIENT CUSTODY 2656 BANK OF MONTREAL, CHICAGO BRANCH 2309 BANKERS' BANK 2557 BARCLAYS BANK PLC NEW YORK BRANCH 7263 BARCLAYS BANK PLC NEW YORK BRANCH/BARCLAYS BANK PLC-LNBR 8455 BARCLAYS CAPITAL INC. 5101 BARCLAYS CAPITAL INC./LE 0229 BB&T SECURITIES, LLC 0702 BBVA SECURITIES INC. 2786 BETHESDA SECURITIES, LLC 8860 # DTCC Confidential (Yellow) DTC PARTICPANT REPORT (Alphabetical Sort ) Month Ending - June 30, 2019 PARTICIPANT ACCOUNT NAME NUMBER BGC FINANCIAL, L.P. 0537 BGC FINANCIAL L.P./BGC BROKERS L.P. 5271 BLOOMBERG TRADEBOOK LLC 7001 BMO CAPITAL MARKETS CORP.
    [Show full text]
  • NASDAQ Stock Market
    Nasdaq Stock Market Friday, December 28, 2018 Name Symbol Close 1st Constitution Bancorp FCCY 19.75 1st Source SRCE 40.25 2U TWOU 48.31 21st Century Fox Cl A FOXA 47.97 21st Century Fox Cl B FOX 47.62 21Vianet Group ADR VNET 8.63 51job ADR JOBS 61.7 111 ADR YI 6.05 360 Finance ADR QFIN 15.74 1347 Property Insurance Holdings PIH 4.05 1-800-FLOWERS.COM Cl A FLWS 11.92 AAON AAON 34.85 Abiomed ABMD 318.17 Acacia Communications ACIA 37.69 Acacia Research - Acacia ACTG 3 Technologies Acadia Healthcare ACHC 25.56 ACADIA Pharmaceuticals ACAD 15.65 Acceleron Pharma XLRN 44.13 Access National ANCX 21.31 Accuray ARAY 3.45 AcelRx Pharmaceuticals ACRX 2.34 Aceto ACET 0.82 Achaogen AKAO 1.31 Achillion Pharmaceuticals ACHN 1.48 AC Immune ACIU 9.78 ACI Worldwide ACIW 27.25 Aclaris Therapeutics ACRS 7.31 ACM Research Cl A ACMR 10.47 Acorda Therapeutics ACOR 14.98 Activision Blizzard ATVI 46.8 Adamas Pharmaceuticals ADMS 8.45 Adaptimmune Therapeutics ADR ADAP 5.15 Addus HomeCare ADUS 67.27 ADDvantage Technologies Group AEY 1.43 Adobe ADBE 223.13 Adtran ADTN 10.82 Aduro Biotech ADRO 2.65 Advanced Emissions Solutions ADES 10.07 Advanced Energy Industries AEIS 42.71 Advanced Micro Devices AMD 17.82 Advaxis ADXS 0.19 Adverum Biotechnologies ADVM 3.2 Aegion AEGN 16.24 Aeglea BioTherapeutics AGLE 7.67 Aemetis AMTX 0.57 Aerie Pharmaceuticals AERI 35.52 AeroVironment AVAV 67.57 Aevi Genomic Medicine GNMX 0.67 Affimed AFMD 3.11 Agile Therapeutics AGRX 0.61 Agilysys AGYS 14.59 Agios Pharmaceuticals AGIO 45.3 AGNC Investment AGNC 17.73 AgroFresh Solutions AGFS 3.85
    [Show full text]
  • Market Cap Close ADV
    Market Cap Close ADV 1598 67th Pctl $745,214,477.91 $23.96 225,966.94 801 33rd Pctl $199,581,478.89 $10.09 53,054.83 2399 Listing_ Revised Ticker_Symbol Security_Name Exchange Effective_Date Mkt Cap Close ADV Stratum Stratum AAC AAC Holdings, Inc. N 20160906 M M M M-M-M M-M-M Altisource Asset Management AAMC Corp A 20160906 L M L L-M-L L-M-L AAN Aarons Inc N 20160906 H H H H-H-H H-H-H AAV Advantage Oil & Gas Ltd N 20160906 H L M H-L-M H-M-M AB Alliance Bernstein Holding L P N 20160906 H M M H-M-M H-M-M ABG Asbury Automotive Group Inc N 20160906 H H H H-H-H H-H-H ABM ABM Industries Inc. N 20160906 H H H H-H-H H-H-H AC Associated Capital Group, Inc. N 20160906 H H L H-H-L H-H-L ACCO ACCO Brand Corp. N 20160906 H L H H-L-H H-L-H ACU Acme United A 20160906 L M L L-M-L L-M-L ACY AeroCentury Corp A 20160906 L L L L-L-L L-L-L ADK Adcare Health System A 20160906 L L L L-L-L L-L-L ADPT Adeptus Health Inc. N 20160906 M H H M-H-H M-H-H AE Adams Res Energy Inc A 20160906 L H L L-H-L L-H-L American Equity Inv Life Hldg AEL Co N 20160906 H M H H-M-H H-M-H AF Astoria Financial Corporation N 20160906 H M H H-M-H H-M-H AGM Fed Agricul Mtg Clc Non Voting N 20160906 M H M M-H-M M-H-M AGM A Fed Agricultural Mtg Cla Voting N 20160906 L H L L-H-L L-H-L AGRO Adecoagro S A N 20160906 H L H H-L-H H-L-H AGX Argan Inc N 20160906 M H M M-H-M M-H-M AHC A H Belo Corp N 20160906 L L L L-L-L L-L-L ASPEN Insurance Holding AHL Limited N 20160906 H H H H-H-H H-H-H AHS AMN Healthcare Services Inc.
    [Show full text]
  • Annual Report 1993-1994
    ^jr, ANNUAL REPORT 1993-94 PATHWAYS THROUGH PARTNERSHIP r^lMSA IMSA Fund for Advancement of Education IMSA FUND 1993-94 BOARD OF DIRECTORS President Directors Leon Jackson James T. Schaefer President Real Estate Consultant James R. Thompson *Linda Anderson Multi-Fac Corporation Chicago, IL Chairman Civic Leader Chicago, IL Winston & Strawn Lake Bluff, IL Susan S. Schanlaber Chicago, IL John E. Jones Chairman of the Board and *Roger E. Anderson Chairman of the Board, President Executive Vice President Retired Chairman and Chief President and Aurora National Bank Executive Officer Chief Executive Officer Aurora, IL Donald E. Nordlund Continental Bank of Chicago CBI Industries Retired Chairman and Chief Lake Bluff, IL Oak Brook, IL Harry C. Stonecipher Executive Officer Chairman, President and Staley Continental, Inc. G. Carl Ball Dr. Leon M. Lederman, Chief Executive Officer Barrington Hills, IL Chairman of the Board Nobel Laureate Sundstrand Corporation George J. Ball, Inc. Director Emeritus Rockford, IL Vice President West Chicago, IL Fermi National Accelerator Laboratory Richard Wellek D. Chet McKee Michael J. Birck Batavia, IL President and Chief Executive President and Chief Executive President Pritzker Professor of Science Officer Officer Tellabs, Inc. Illinois Institute of Technology Varlen Corporation Copley Memorial Hospital Lisle, IL Chicago, IL Naperville, IL Aurora, IL WillardBunnlll Steven H. Lesnik William J. White Chairman and Chief Executive Chief Executive Officer Secretary/Treasurer President, Chairman and Chief Officer Kemper Lesnik Organization Executive Officer Banc One Illinois Corporation Northbrook, IL Bell and Howell Company PaulJ.O'Hollaren Springfield, IL Skokie, IL Chairman, Executive Committee Gordon R. Lohman Moose International Dr. Floyd English President and Chief Executive Mooseheart, IL Douglas Whitley President and Chief Executive Officer President Officer Amsted Industries, Inc.
    [Show full text]
  • Bankers' Bank of the West
    1099 18th Street Suite 2700 BANKERS’ BANK OF THE WEST Denver, CO 80202 Tel: 303-291-3700 FEDERAL FUND AGENCY AGREEMENT – EXHIBIT A Fax: 303-291-3714 EFFECTIVE February 7, 2020 Based on December 31, 2019 call report data Associated Bank, NA First Horizon Bank People’s United Bank, NA Bank of Hawaii First National Bank of Pennsylvania Regions Bank Bank of the West First Republic Bank Signature Bank Bankers' Bank of the West Fulton Bank, NA Silicon Valley Bank Bank of Oklahoma (BOKF, NA) Hancock Whitney Bank Sterling National Bank BMW Bank of North America Huntington National Bank Texas Capital Bank, NA Capital One Bank (USA), NA JPMorgan Chase Bank, NA Truist Financial Corporation Citibank, NA Manufacturers & Traders Trust Company Trustmark National Bank Citizens Bank, NA MUFG Union Bank, National Association US Bank, NA Commerce Bank New York Community Bank Webster Bank, N.A Federal Reserve Bank of Kansas City [1] Northern Trust Company Zions Bancorporation, NA First Hawaiian Bank Old National Bank [1] Excess funds placed with the Federal Reserve Bank are subject to the terms and conditions established by the Federal Reserve Bank’s Excess Balance Account program. Prior approval of the Federal Reserve Bank is required. Bankers’ Bank of the West (“BBW”) may sell Respondent’s Agency Funds to any one or more of the approved purchasers listed above. Respondent may instruct BBW in writing that Agency Funds shall not be sold to certain approved purchasers. BBW may amend Exhibit A at any time by adding or deleting purchasers upon written or verbal notice as soon as practical to Respondent, and BBW may sell Agency Funds to such additional purchasers unless the Respondent shall have directed BBW prior to the sale not to sell Agency Funds to such additional purchasers.
    [Show full text]
  • Mean Everything
    2017 YEAR IN REVIEW MEAN EVERYTHING Front Cover: Hope Butler, Private Banking; Richard Hong, Branch Manager; Lila Colridge, Branch Manager; Veronica Wallace, Training Manager; Paula Fryland, Commercial Banking; Todd Baker, Branch Manager; Andrea Brimhall, Foreign Exchange Operations Specialist; Thomas Morgan, Executive Director Retail and Omni Channel Banking; Chris Penman, Commercial Relationship Manager; Nebiat Haile, Treasury Management Officer “Our Guiding Principles speak to the importance of creating value for our customers, our employees and our shareholders. In truth, value creation is possible only when you have great Employees. We have truly extraordinary bankers who develop strong and enduring relationships with Customers – the kinds of relationships that allow us to become long-term partners in helping our customers strengthen their financial foundations and build outstanding businesses. They’re also the kinds of bankers who are leaders in building their Communities. They understand that what we do as bankers is tantamount to providing the financial ‘oxygen’ that is critical in building strong local economies. Our bankers are also exemplary in giving of their time, talent and leadership, and delivering the Company’s financial resources, in solving pressing needs in their communities.” Harris H. Simmons, Chairman and CEO ZIONS BANCORPORATION 2017 YEAR IN REVIEW 1 OurOUR EMPLOYEES Mean Everything PEOPLE Angela Underwood Jacobs, Marcos Garay, Executive Vice Luz Escamilla, Vice President Senior Vice President, California President, Director of Strategic Community Development, Bank & Trust: Angela has been Business Development, National Zions Bank: Luz is responsible instrumental in the development Bank of Arizona: Marcos is an for establishing, cultivating and success of the Greater accomplished senior executive and maintaining business Southern California North with extensive international relationships across Utah Region through her ability to experience in financial services and Idaho.
    [Show full text]
  • Impacct-Llc-V.-Jpmorgan-Chase.Pdf
    Case 1:20-cv-01344 Document 1 Filed 05/12/20 USDC Colorado Page 1 of 20 IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLORADO Civil Action No.: IMPACCT, LLC, Individually and on Behalf of All Others Similarly Situated, Plaintiff, v. JPMORGAN CHASE & CO., JPMORGAN CHASE BANK, N.A., BANK OF AMERICA CORP., BANK OF AMERICA, N.A., WELLS FARGO & CO., WELLS FARGO BANK N.A., BOK FINANCIAL CORP., BANK OF OKLAHOMA N.A., KEYCORP, KEYBANK N.A., ZIONS BANCORPORATION, N.A., VECTRA BANK COLORADO, MIDWEST REGIONAL BANCORP, INC., AND MIDWEST REGIONAL BANK, Defendants. CLASS ACTION COMPLAINT Plaintiff ImpAcct, LLC (“Plaintiff” or “ImpAcct”), brings this class action complaint on behalf of itself and those similarly situated against Defendants JPMorgan Chase & Co., JPMorgan Chase Bank, N.A., Bank of America Corp., Bank Of America, N.A., Wells Fargo & Co., Wells Fargo Bank N.A., BOK Financial Corp., Bank of Oklahoma N.A., Keycorp, KeyBank N.A., Zions Bancorporation, N.A., Vectra Bank Colorado, Midwest Regional Bancorp, Inc. and Midwest Regional Bank (hereinafter “Defendants”) to stop Defendants’ unlawful conduct and to obtain 1 Case 1:20-cv-01344 Document 1 Filed 05/12/20 USDC Colorado Page 2 of 20 monies owed as a result of Defendants’ conduct. For this class action complaint, Plaintiff alleges as follows based upon its own knowledge (as to its own acts) and upon information and belief, including investigation conducted by its attorneys. I. PARTIES 1. Plaintiff is a Colorado limited liability company organized and authorized to do business, and doing business, in the State of Colorado since May 2016.
    [Show full text]