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.
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.
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.
LAFAYETTE – HANCOCK HORIZON
8:30 a.m.
Tidewater
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
SALON 1A – PRICEWATERHOUSE COOPERS, LLP
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.
Globalstar
JAMES (JAY) MONROE III – Chairman & CEO
11:30 a.m.
SUNOCO LP
SCOTT GRISCHOW – Director of Treasury
ALEX KRONBERGER – Senior Financial Analyst
SALON 1B – EDWARD JONES
8:30 a.m.
Crown Crafts Inc.
E. RANDALL CHESTNUT – President & CEO
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
JASON GARRETT – EVP, Spark Retail
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
CHRIS HUFFT – CFO
TRAVIS LAVERGNE – Chief Credit and Risk Officer
SALON III – JONES WALKER
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
RICHARD YAMARONE – Bloomberg
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.
