20th Annual Burkenroad Reports Investment Conference To Feature Top Public Company Speakers At The Ritz

NEW ORLEANS – The 20th Annual Burkenroad Reports Investment Conference will feature presentations from three-dozen public companies in the region on Friday, April 22, 2016, at the Ritz-Carlton New Orleans Hotel, 921 Canal St..

         Conference hours will be from 8:00 a.m. – 12:00 p.m.

         The conference will be followed by a 12:00 p.m. Panel Discussion.

- Sponsors -

         The invitation only 15th Annual Arvid Sanger Luncheon takes place from 12:45 p.m. – 2:30 p.m., in Salons II.


         The Burkenroad Reports Investment Conference is free, open to the public and provides individual and institutional investors the chance to hear from top management from top public companies.

- Partner Content -

Entergy’s Energy Smart Program Brings Cost Conscious Innovation to New Orleans

Offering comprehensive energy efficiency at no cost to the consumer, Entergy’s Energy Smart program incentivizes Entergy New Orleans customers to perform energy-saving upgrades in...

         Register here



- Sponsors -


         The Burkenroad Reports Investment Conference draft agenda for Friday, April 22, 2016, includes:



8:00 a.m.

Registration (2nd Floor Foyer)

Introductory Remarks (2nd Floor Lafayette)

Peter Ricchiuti – Director of Research, Burkenroad Reports



         All presentations are approximately 20 minutes in length and are followed by a question-and-answer session in the respective breakout rooms:


• Presentations in LAFAYETTE will be followed by breakout sessions in MAISON – TIMES PICAYUNE/ NOLA MEDIA

• Presentations in SALON 1A will be followed by breakout sessions in CARONDOLET – B. A. “RED ADAMS, SR.

• Presentations in SALON 1B will be followed by breakout sessions in BARONNE – AL PETRIE INVESTOR & MEDIA RELATIONS, LLC

• Presentations in SALON III will be followed by breakout sessions in ST. CHARLES – WWL-TV


         Videotaping is in-progress during this conference. Participants grant Tulane University permission to use images for future promotional materials.



8:30 a.m.


JOSEPH M. BENNETT – Executive Vice President & Chief Investor Relations Officer


9:00 a.m.

Callon Petroleum Company

FRED CALLON – President & CEO

LIAM KELLY – Corporate Development Manager


9:30 a.m.

LHC Group

KEITH MYERS – Chief Executive Officer

ERIC ELLIOTT – Senior Vice President, Finance


10:00 a.m.

Sanderson Farms, Inc.

MIKE COCKRELL – Chief Financial Officer & Treasurer


10:30 a.m.

Ion Geophysical

STEVE BATE – Executive Vice President & Chief Financial Officer

SCOTT SCHWAUSCH – Vice President, Corporate Controller


11:00 a.m.

Hornbeck Offshore Services

JAMES O. HARP, JR. – Executive Vice President & CFO

R. POTTER ADAMS – Director of Corporate Finance

ERICA L. BABYCOS – Financial Analyst


11:30 a.m.

Newpark Resources

BRIAN FELDOTT – Treasurer & Director of Finance and Investor Relations





8:30 a.m.

Powell Industries, Inc.

DON MADISON – Executive Vice President & Chief Financial Officer


9:00 a.m.

PetroQuest Energy

MATT QUANTZ – Manager, Corporate Communications


9:30 a.m.

Amerisafe Inc.

NEAL FULLER – Chief Financial Officer

VINCENT GAGLIANO – Chief Technology Officer


10:00 a.m.

Deltic Timber Corporation

RAY C. DILLON – President & CEO

KENNETH D. MANN – Vice President & CFO

MICHAEL FRISBY – Assistant Controller


10:30 a.m.

Ruth’s Hospitality Group, Inc.

MARK TAYLOR – Vice President, Finance

MICHAEL JORDAN – Manager, Finance


11:00 a.m.




11:30 a.m.


SCOTT GRISCHOW – Director of Treasury

ALEX KRONBERGER – Senior Financial Analyst





8:30 a.m.

Crown Crafts Inc.


OLIVIA W. ELLIOTT – Vice President & CFO

DANIEL W. MILLER – Treasurer


9:00 a.m.

IBERIABANK Corporation

ANTHONY RESTEL – Senior Executive Vice President


9:30 a.m.

Spark Energy, Inc.

GEORGANNE HODGES – Chief Financial Officer

ANDY DAVIS – Investor Relations



10:00 a.m.

VAALCO Energy Inc.

AL PETRIE – Investor Relations Coordinator


10:30 a.m.

Sharps Compliance, Inc.

DIANA P. DIAZ – Vice President & Chief Financial Officer


11:00 a.m.

EastGroup Properties

CHRIS SEGREST – Vice President


11:30 a.m.

Investar Holding Corp.

JOHN D’ ANGELO – President & CEO


TRAVIS LAVERGNE – Chief Credit and Risk Officer





8:30 a.m.

Pool Corporation

MARK W. JOSLIN – Senior Vice President & CFO

CRAIG K. HUBBARD – Investor Relations

BETH LAW – External Reporting Supervisor

KRISTIN BYARS – Financial Reporting Manager


9:00 a.m.

Cal-Maine Foods, Inc.

DOLPH BAKER – President & CEO

TIMOTHY A. DAWSON – Vice President & Chief Financial Officer


9:30 a.m.

The First Bancshares, Inc.

RAY “HOPPY” COLE – Chief Executive Officer

DEE DEE LOWERY – Chief Financial Officer


10:00 a.m.

Evolution Petroleum

DAVID JOE – Chief Financial Officer


10:30 a.m.

MidSouth Bancorp, Inc.

TROY CLOUTIER – Chief Banking Officer

JEFF BLUM – Chief Credit Officer


11:00 a.m.

Team, Inc.

DON BLEASDELL – Vice President, Finance

KEVIN ANDIS – Financial Controller & Assistant Treasurer


11:30 a.m.

Willbros Group, Inc.

STEVE BREITIGAM – Vice President, Investor Relations & Corporate Development



12:00 p.m.

PANEL DISCUSSION – 2nd Floor Lafayette

All students and guests are welcome to attend

DAVID LUNDGREN – Hancock Horizon


KATE WARNE – Edward Jones



         Burkenroad Reports is a credit course at Tulane University’s A.B. Freeman School of Business that meets for class on a weekly basis:


• Two hundred MBAs and undergraduate business students are divided into teams

• Students receive extensive training in the field of equity analysis

• Each team is assigned coverage of one public company

• Students meet with top management, visit company sites, develop financial models, and publish extensive investment research reports on the companies they follow

• Student participate in a full day analyst workshop when alumni return from Wall Street to lecture current students on "real life" applications and suggestions for securing positions in finance.


         In addition to conversations with management, analysts often utilize various publicly available sources of information in creating these reports, including:


• Financial documents

• Internet

• Trade associations

• Competitors

• Customers and suppliers


         Students at Burkenroad Reports publish investment research reports on 40 stocks under rocks in Louisiana, Texas, Mississippi, Alabama, Georgia and Florida. Since the inception of this academic program, about 700 students have moved on to positions in investment related fields.

         In December Burkenroad Reports received the Reimagine Education Award at Wharton, beating out competitors from about 500 other universities representing 43 different countries.

         Since its inception on December 31, 2001, the Burkenroad Small-Cap Mutual Fund (ticker symbols HYBUX and HHBUX) has outperformed about 99% of the nation's nearly 7,000 equity mutual funds. The fund has outperformed both the Standard & Poor's 500 (large cap stocks) and the Russell 2000 (small cap stocks) for the past 1, 3, 5 and 10 year periods.

         The fund is managed by Hancock Bank and now, as of April 2014, has over $750 million in assets. Hancock's managers utilize Burkenroad Reports’ student-produced research reports (as well as other sources) in the management of the Burkenroad Fund.


         For more information



Digital Sponsors / Become a Sponsor

Follow the issues, companies and people that matter most to business in New Orleans.

Email Newsletter

Sign up for our email newsletter