Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions. Insights. The same report cited an undisclosed healthcare fund that gained a whopping 49%, though that fund had only launched last April. In this role, she is focused on publishing research on Wall Street Horizon event data covering 10,000 global equities in the marketplace. Webcast. It was followed by 6,850 half-hour, in-person meetings between managers and investors over the next two days, as well as 1,200 virtual meetings. With its expansive ocean views and bedecked spaces, The Breakers plays host to meetings that are inspired, engaging and decidedly at ease. i*exiutsv Each participating corporate will also be designated one day to host investor meetings. 4ZwcV18HZqMY=xCuQ;yp{Xg JYFGE mN^/L7`s[xa{_nnl`dE SCFR9 MfM/",TmOM6e#CzS+/jO \o$qflJGHt5#^V Y68mFIk-ep@ Hq6M] Join us at the 2021 SPARK Forum, SPARKs key event connecting C-suite and senior executives in the retirement plan market. - the dynamics impacting private market valuations, shareholder liquidity and fundraising - strategies for navigating equity and liquidity challenges in todays marketplace - the importance of staying transaction ready ahead of a future liquidity event or IPO. Over time, we will help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what's most important -- your progress towards your goals. Presentation. Another newcomer to the January Florida conference scene in 2022 was Gaining the Edge, which ran about a week earlier than the others, from Jan. 19-21, in West Palm Beach. COVID-19 pulled forward years of acceleration for technology, connectivity, streaming, and e-commerce. Breakers Conference 20th Anniversary - Morgan Stanley - Gillet Creative Interested in working with us? Morgan Stanley Technology, Media & Telecom Conference 2022. Across all our businesses, we offer keen insight on today's most critical issues. To address the challenge of combining both national and event-specific content into one cohesive story, we started the video with an energetic graphic timeline highlighting key cultural and industry events between 1999-2018. Covid has been absolutely devastating to in-person events, and its been devastating to us, Steinbrugge said in disarming opening remarks he made to attendees on Jan. 19. A conference call to discuss the results will be held on October 15, 2020, at 8:30 a.m. (ET). Traders and portfolio managers cannot only read through company reportsknowing when key conferences and events take place helps to mitigate risk. As in years in past, we expect to host over 200 companies as well as a preeminent group of investor attendees, including chief investment officers, portfolio managers and analysts. From Tom . The MFA didnt provide specific attendance or meeting numbers, but that event generally attracts many of the largest hedge fund managers and allocators, and overall attendees numbered in the hundreds. Schedule a meeting Jackie Gillet Founder + Executive Creative Producer (415) 290-5508 jackie@gilletcreative.com Welcome. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Each of the five attracted hundreds or more attendees, and for the first time digital-asset managers showed up in force and attracted large numbers of interested allocators. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Join us at the Women in Equity event which provides our clients and prospects with education and networking opportunities focused on women in the equity compensation industry. 2020 NAPA's Top DC Advisor Teams Source: napa-net.org (March 2021) awarded in 2021. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. For more information about Morgan Stanley, please visit www.morganstanley.com. The event will be held in Houston and features energy sector powerhouses such as BP, PG&E, Royal Dutch Shell, TotalEnergy, Occidental, Dow, ConocoPhillips, Chevron, and Siemens. People are looking for better pay. Enjoy gourmet cuisine from our acclaimed chefs and treat your colleagues to the resorts many amenities, including four private pools, a state-of-the-art fitness facility and our Italian-inspired spa. Vice Chairman and . Infrastructure cost reduction of 10-15% as compared to 2022 estimated baseline. From small, intensive work sessions to major corporate summits for hundreds, our portfolio of venueseach with its own architectural charmsand flexible floor plans give you license to host the event youve imagined. March 7-8: JMP Securities Technology Conference 2022. Saab and KION Group are scheduled to present at this industrial conference in London. 8s:#Ct(`iI\|#X:HzWl:A7k[6]~h^`3f..vnl@O|j38H.9MF&8Hz3HU]k$T:MII["=a/DZ4Q+QwY{W? We can't wait to see you in Aventura! Biscardi said there were 26 digital-asset managers at his event. Twitter to Present at the 2022 Morgan Stanley Technology, Media and Telecom Conference S A N FRA NCI S CO, Cal i f orni a - Tw i t ter, I nc. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Workplace financial solutions that help your employees achieve their financial goals. January 10-13: JP Morgan 40th Annual Healthcare Conference 2022 (Virtual). Revel in the versatility and leisure of our resort: host a morning meeting in one of our striking conference rooms, then continue the conversation over 18 holes of golf. On average, they had 28 meetings each out of a possible total of about 36. It peaked at perhaps 9,500 meetings that year, all in-person, and drew 2,300 attendees. Questions? For more information about Morgan Stanley, please visit www.morganstanley.com. December 9, 2021 (San Francisco) December 16, 2021 (NYC). MORGAN STANLEY company earnings calendar and analyst expectations - Upcoming and past events | Nyse: MS | Nyse . The conference will consist of plenary session company presentations and one-on-one and small group meetings between senior management and institutional investors. Join us May 16 19, 2023 at the beautiful JW Marriott Turnberry Resort in Aventura, Florida for three days of education, inspiration, and networking. Celebrating a special occasion or looking to host a luncheon or cocktail reception? Because publication(s), website(s) and/or article(s) is copyrighted, you cannot reproduce it without permission. Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Read More . NetApp and National Instruments are expected to participate. Each fireside chat will begin with a question-and-answer session between C-level management and a Morgan Stanley moderator, followed by an interactive question-and-answer session with the audience. Location. The traditional 60/40 stock/bond portfolio is pacing for its worst year since 1920, according to Bank of America. ?bd)k$Im|,Ra5Moc$I*R~;4m6ls^$DZ #C:[F?ms!$ /c~:kTzlERAK/ }%bCobSzS%IzXW (W=C1>H~:hIC*} Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. March 31: Bank of America Securities Energy & Utilities Conference 2022, January 31-February 2: International Mining and Resources Conference (IMARC). U.S. M&A deal activity increased in March, going up 1.4% with 1,146 announcements compared to 1,130 in February. Our strategies include custom hedge fund portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services Capabilities Our Strategies Our platform reflects the needs and interests of our investors. E*TRADE Financial Corporate Services, Inc. and E*TRADE Securities LLC are separate but affiliated subsidiaries of E*TRADE Financial Holdings, LLC, a business of Morgan Stanley. Join us to discuss how the recent shift in the work environment provides a unique opportunity for organizations to help their employees take control of their finances with tools to spend smarter, reduce debt and save more. Half of the scheduled panelists for the seminars held on the first day had to be replaced, and Steinbrugge himself moderated an extra session because a staff member contracted Covid before the event began. For weddings, discover Weddings by The Breakers . Thus far the number of virtual events has been pared down from last year, as shown in the table below. As in years in past, we expect to host over 200 companies as well as a preeminent group of investor attendees, including chief investment officers, portfolio managers and analysts. Jackie GilletFounder + Executive Creative Producer(415) 290-5508jackie@gilletcreative.com, Designed by Elegant Themes | Powered by WordPress. At Morgan Stanley, we lead with exceptional ideas. from Nova Southeastern University majoring in Finance. While many healthcare fund managers were brought to their knees last year, a few of them substantially outperformed. Thrive by Morgan Stanley at Work | The Essentials, This year, Shareworks by Morgan Stanley and E*TRADE Corporate Services are combining our annual client conferences (Synergy and Directions) into Thrive by Morgan Stanley at Work. Will innovations and breakthroughs in the Health Care sector lead to better and faster drug development? Opinions expressed by the guest speaker are solely his or her own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC. 04/04/2023 4:10 PM NYSE: VZ $39.65 +$0.43. Extreme electricity costs in Europe likely fuel the incentive for companies to develop new, more efficient battery and energy storage technologies. In the complexities of political policy proposals, corporate lobbying plays a significant role in shaping the legislative agenda. Q2 2023 Investor Conference & Events Highlights. For example, even though the site where the article is hosted includes a print button, you may not print out the article and send it to a client or prospect without obtaining additional permission. Hear their stories and learn about how they are redefining the terms of success. Hello, and welcome to the Sun Country Airlines first quarter 2023 earnings call. The 2015-16 Warriors. Each year, Equilar gathers 400+ executive compensation and corporate governance professionals for a three-day, comprehensive Executive Compensation Summit. This blog post has been written by a third-party contributor and does not necessarily reflect the opinion of FactSet. January 12: Credit Suisse Aircraft Leasing Conference 2022 (Virtual), February 8-10: Cowen Aerospace, Defense & Industrials 43rd Annual Conference 2022 (Virtual). Morgan Stanley hosted its annual hedge fund brokerage conference in Miami, Florida in January 2018. 2023 iConnections LLC. While all five of the cap-intro events required attendees to be vaccinated, and MA Network required attendees to state daily if they were suffering from any symptoms of Covid-19, only the Morgan Stanley event asked attendees to take daily Covid tests. Wed love to talk. A comprehensive suite of solutions and investment experience that help your employees maximize their potential to reach their long-term goals. This event typically features many small-cap companies. 2023 Morgan Stanley. Q4 2022 Investor Conference and Events Highlights Companies and Markets By Christine Short | October 11, 2022 What a year it has been. The information contained in this article is not investment advice. The Breakers Hotel, Palm Beach, FL. September 08, 2022 06:05 ET | Source: ProKidney. Can the 2022 IPO market match the volume and size seen last year? Webcast (Chinese) Presentation. Conferences will be held in person unless noted otherwise. The in-person numbers are lower than what Context saw in 2019, when Biscardi last ran that conference business. October 25-28, 2021 (Virtual) Morgan Stanley at Work is excited to be part of the NASPP Annual Conference. = w>F@>Pn|ZE{ss[>{u`_$V\Y{Wy!_d[*IvyJDSTqyo@RI6RWIu/T_[kFo=}{bK%IZw_/ aQ/Tj:nMpgy@,!Uf! /sxnKHsSW n4_J{mK%IZ]]/BX|\ccma]6? I(-`?Z!EeP'g4[bu [Z~"{B+!IZ:oppow~RU.>%~*}{Bw88W\MCYo#IEw>{%WPqwu gT_)$UR#(=nHyQU_a,$}edX,.~:px7,p$->#XsnX'TG6sVnl_O9;qevNq0zOz6o{+sWycs$--#7p~j6$I K1 y i>7^|q`Y)H@E4n Nor do we guarantee their accuracy and completeness. Sure, Connor, and hey, thanks for having us here. Member SIPC. 2020 NAPA Top DC Advisor Teams. My name is Andrew, and I will be your operator for today's call. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. The corporate registration deadline is Thursday, June 30, 2022 - please ensure all team members are registered by this date. Whats big in SMID Europe presents the best ideas from BofAs research coverage of more than 300 corporates with a market cap below 12 billion. The most exclusive of the five capital-introduction events, the conference caters mostly to the bank's favored hedge fund clients and attracts a set of allocators eager to attend. Thrive 2023 will help you get the most from the platforms you can use daily and give you the opportunity to explore the full suite of solutions Morgan Stanley at Work delivers to you and your participants. European Regional event in London! Services Include Wealth Management 1 Financial Planning 2 Professional Portfolio Management 3 Estate Planning Strategies 4 Alternative Investments 5 . September 12 - 14, 2022 Welcome We are delighted to welcome you as a company participant at the Morgan Stanley 20th Annual Global Healthcare Conference. Why the 2022 midterm elections matter and the effects they may have on tech, taxes, healthcare and more. Steven C. Anderson, FASAE, CAE, IOM Jun 13, 2022 at 8:45 AM EDT. Morgan Stanley 2022 Energy & Power Conference March 1, 2022 Fireside Chat - Brian Worrell & Connor Lynagh 2 QUESTIONS AND ANSWERS Brian Worrell: Yes. A comprehensive program that gives employees the knowledge, tools and support they need to take charge of their finances. Morgan Stanley Technology, Media and Telecom Conference 2 And then the other thing that's happening is some people call it the Great Resignation, I've been calling it the Great Upgrade. Investor Relations: Leslie Bazos, 212.761.5352, Internet Explorer presents a security risk. February 27: BMO Capital Markets 31st Global Metals & Mining Conference 2022, March 22-24: Swiss Mining Institute Forum 2022 (Virtual), January 12: Morgan Stanley 14th Annual Latin America Executive Conference 2022, January 18: J.P. Morgan CEEMEA Opportunities Conference (Virtual), March 7-9: J.P. Morgan 2022 Global Emerging Markets Corporate Conference, March 10-11: Kempen 15th European Property Seminar New York 2022, January 11-13: Bank of America SMID Cap Conference, London 2022. This will include 3 days of actionable insights, inspiration, and networking with leaders from our Morgan Stanley at Work Retirement Solutions practice. Investor complacency regarding U.S. midterm congressional elections is understandable given that prediction markets are indicating a high likelihood of Democrats losing control of at least one chamber. The upcoming spring session of our User Group series will focus on the uncharted unchartered territories private companies are facing, from lower 409A valuations to restructuring challenges associated with equity transactions, such as RSU releases. Fill out the form and a team member will reach out shortly. 7 0 obj Webcast. At times, it wasnt clear that hedge fund January would even occur this year in Florida. eS$.V^YMY . Meet with our team of event professionals and instantly sense The Breakers distinction: immense knowledge, discerning taste and unparalleled customer service. endobj Volume Statistics. January 11: Barclays Real Estate Conference (Virtual), February 16-18: Credit Suisse 23rd Annual Financials Services Forum 2022. 5_PZSdJw,|~7&k3\Si%U~;[?_~C2i(U=H|[pp#e~UdM|waQW&pS,s[_Vi+Otqw_MA*y5V?c3[Uc/KUnlM~(/I5W@_{abne>t:c|ad05dK {s[|.{%SCyKZeAg@X>Wu$ 5[ Whether its hardware, software or age-old businesses, everything today is ripe for disruption. it's we caught up in 2021 from 2022, 2022 to 2023, etc. 2022 Morgan Stanley Smith Barney LLC. SEC Filings. Of course, those numbers can change quickly as we have learned in the past several weeks. Portfolio managers can learn more at this TMT conference. Still, the vast majority, 79%, are traditional in-person events. Founded by Saudi Arabias General Authority for Military Industries, World Defense Show is a fully integrated and future-focused defense event set to showcase the latest technological developments from across the globe and demonstrate interoperability across all domains. With tailored equity compensation solutions, modern technology, hands-on guidance and dedicated service, we help you effectively administer equity while managing risk and compliance on a global scale. Simply call (888) 251-3633 to start planning. Lonza Group AG ADR is scheduled to present. With credit spreads near all-time lows, will companies and fixed-income managers be optimistic regarding the lending market in 2022? Infrastructure costs include, but not limited to, costs for networks, end . After a tumultuous year in the coal and natural gas markets, investors may hear new insights on the growing presence of renewable energy. From anniversary partiesto bar/bat mitzvahs and planning your dream wedding, our Event Sales Team is here to assist. Register Now!Please reach out your Relationship Manager or Morgan Stanley at Work contact if you have any questions. Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Nov. 15, 2022 03:45 PM EST . Contacts Media Relations: Wesley McDade, 212.761.2430 Investor Relations: Leslie Bazos, 212.761.5352 Source: Wall Street Horizon data, covering 9,500 companies on major exchanges worldwide. Traders can check in on this BofA CEO summit for the latest thoughts on what the new normal might look like in real estate. JMP Securities annual technology conference matches institutional investors and financial sponsors with senior executives of leading publicly traded and privately held companies in sectors including software, internet, cybersecurity, information technology (IT) infrastructure, financial technology, and digital assets. March 24-25: Bank of America EMEA Real Estate CEO Virtual Conference 2022 (Virtual). Connections, led by founder Ron Biscardi, attracted some 2,260 attendees last week to the sprawling Fontainebleau Miami Beach for an event that included more than 100 speakers at a day-long session of panel discussions on Jan. 24. Ending today is Morgan Stanleys annual hedge fund conference at the Breakers Palm Beach resort and hotel. Morgan Stanley is not responsible for the information contained on the third- party web site or your use of or inability to use such site. James Gorman, Chairman and Chief Executive Officer at Morgan Stanley, will speak on Monday, June 13, 2022 at 12:20 p.m. (ET). Investor-Specific and Multi-Sector. Can corporate earnings continue the torrid growth pace of 2021? In all, it featured 550 investment firms, of which 180 run more than $1 billion, and 725 individual allocators. <> stream Chief Financial Officer. January 12: Morgan Stanley 14th Annual Latin America Executive Conference 2022. Steinbrugge said his event had planned to be a hybrid one that would hold virtual events over three weeks and in-person meetings over three days. January 10-12: ICR Westwicke Conference 2022 (Virtual). Quarterly Results. He obtained his CERTIFIED FINANCIAL PLANNER (CFP ) designation in . Hear their stories and learn about how they are redefining the terms of success. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. Brian Franz. MFA represents the global alternative investment industry and its investors by advocating for public policies that foster efficient, transparent, fair capital markets, and competitive tax and regulatory structures. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. This ranking was determined through an evaluation process conducted by NAPA based on self-reported assets under advisement as of Dec 31, 2020. Often, corporate body language is on display. Watch now to experience the highlights of Thrive 2022. Morgan Stanley at Work is excited to be part of the NASPP Annual Conference. In terms of activity, iConnections a newcomer to the conference scene run by a team that left rival Context Summits had by far the largest attendance and number of meetings. MORGAN STANLEY TMT CONFERENCE Click here for webcast. We cant wait to see you in Aventura! In this six-part Private Markets Workshop Series, well explore the latest topics impacting private companies today, from staying transaction ready ahead of an IPO or liquidity event to valuation considerations, launching a global equity plan and supporting your employees in the face of unpredictability. I$`~sCz7\"R/-I[,ogd%|p~h>:];L~!m/pIH?>4jr7Gh$)zyp$m*GAF1a`L** %632@M r@Dc> Ideas. Q1 2022 Investor Conference and Events Highlights. This video was played for 600 prime hedge fund broker attendees during the welcome ceremony at the start of the event. Eventwide, the average manager at Connections had 15 meetings over two days. Animated infographics highlighted how the finance industry has changed over time before moving into Q&A commentary from seven event founders and high profile hedge fund attendees. $IjMMk_+}^n=H$iHojW;Sy)%I$PHuTm\ja*tlYy9I. \!pw8I_}Zy:SCH[Jrm=-=ylI3tHI0g+67J6K|Z%I~de)Y.wTRSO'I)>Orut7rwo2$-7C__J|BI$-BkQe-}/~)$Iytl_o;7=7j+$IYl^`*z]hSj?$IwfzJj^{%z.$IwGYa^Zq^qV'ITvGB-U3$m/vGM*KT*KY. Retail spaces have their own set of challenges. Nov 22, 2022 2023 Global Investment Outlook: A Year for Yield In an environment of slow growth, lower inflation and new monetary policies, expect 2023 to have upside for bonds, defensive stocks and emerging markets. Simply call (888) 251-3633 to start planning. 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. Perhaps most importantly, what should we expect from the metaverse. Krispy Kreme, Abercrombie & Fitch, Cracker Barrel, and Dominos Pizza are just a few of the dozens of consumer-related companies attending this major early-year conference. Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. NEW YORK--(BUSINESS WIRE)--Jed Finn, Chief Operating Officer of Wealth Management and Head of Corporate and Institutional Solutions at Morgan Stanley, will speak at the Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference on Monday, June 13, 2022 at 11:45 a.m. (ET). Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. BeiGene ASH 2022 ALPINE Late-Breaker Data Presentation. The figures compare favorably to the 22.4% gain of the S&P Healthcare Index, the 1.2% loss of the HFRI Equity Hedge Sector Healthcare Index and the 20.5% drop of the XBI, an index of biotechnology stocks. Insights brings industry professionals and thought leaders together to deliver the fresh perspectives and keen insights needed to drive your business forward. Income Statement Trend Summary and GAAP to Non-GAAP Reconciliation. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. MFA's ten annual global conferences and year-round peer-to-peer engagements provide the hedge fund industry with unparalleled thought leadership and educational programming. Ranked by size of the sector groupings. 7, 2022 Page 3 Ben Swinburne - Morgan Stanley We're ready. Also in Palm Beach, the Commodity Markets Council is holding its annual State of the Industry conference from January 22-24. Event Details Zai Lab at Morgan Stanley 21st Annual Asia Pacific Summit. 2021 Morgan Stanley, All Rights Reserved. Unlocking the Value of Equity and Liquidity in Today's Market Virtual Workshop Series.