NEW ORLEANS – The 19th Annual Burkenroad Reports Investment Conference will be held on Friday, April 24, 2015, at the New Orleans Hyatt Regency Hotel, 601 Loyola Ave., from 8:00 a.m. – 12:00 p.m.
Free and open to the public, the conference will provide individual and institutional investors an opportunity to meet management and to learn more about some of the region’s top public companies.
Registration begins at 8:00 a.m. followed by introductory remarks by Peter Ricchiuti, Director of Research, Burkenroad Reports.
Chairman and Chief Executive Officer of GAMCO Investors, Mario Gabelli, will be the featured keynote luncheon speaker at the 14th Annual Arvind Sanger Luncheon at the hotel’s Empire Ballroom. Seating starts at 12:45 p.m. and lunch will be served from 1:00 p.m. – 2:30 p.m.
The Arvind Sanger Luncheon event is for sponsors and invited guests only.
Featured speakers and presenters include:
8:30 a.m.
Tidewater
JOSEPH M. BENNETT
Executive Vice President & Chief Investor Relations Officer
Cyberonics, Inc.
GREG BROWNE
Senior Vice President, Finance & Chief Financial Officer
Investar Holding Corporation
JOHN D’ANGELO
President and CEO
CHRIS HUFFT
Chief Accounting Officer
TRAVIS LAVERGNE
Chief Credit Officer
Globalstar
JAMES (JAY) MONROE III
Chief Executive Officer
SHIV THUKRAL
Manager, Financial Analysis
9:00 a.m.
Callon Petroleum Company
FRED L. CALLON
President & CEO
ERIC WILLIAMS
Manager, Financial Reporting
PetroQuest Energy
MATT QUANTZ
Manager, Corporate Communications
IBERIABANK Corporation
ANTHONY RESTEL
Chief Financial Officer
Cal-Maine Foods, Inc.
DOLPH BAKER
President & Chief Executive Officer
TIMOTHY A. DAWSON
Vice President & Chief Financial Officer
9:30 a.m.
Stone Energy Corporation
KEN BEER
Chief Financial Officer
TOM MESSIONNIER
Director of Strategic Planning
MICHAEL BURKARDT
Financial Analyst
Amerisafe Inc.
MICHAEL GRASHER
Chief Financial Officer
VINCENT GAGLIANO
Executive Vice President of IT
Crown Crafts Inc.
E. RANDALL CHESTNUT
President & CEO
OLIVIA W. ELLIOTT
Vice President & CFO
DANIEL W. MILLER
Treasurer
The First Bancshares, Inc.
RAY “HOPPY” COLE
Chief Executive Officer
DEE DEE LOWERY
Chief Financial Officer
10:00 a.m.
Evolution Petroleum
DAVID JOE
Vice President, Controller & Chief Administrative Officer
Deltic Timber Corporation
RAY C. DILLON
President & CEO
KENNETH D. MANN
Vice President & CFO
ION Geophysical Corporation
STEVE BATE
Executive Vice President & Chief Financial Officer
Sanderson Farms, Inc.
MIKE COCKRELL
Chief Financial Officer
10:30 a.m.
Denbury Resources
ROSS CAMPBELL
Manager, Investor Relations
BEN NELSON
Financial Analyst
Ruth’s Hospitality Group, Inc.
ARNE HAAK
Chief Financial Officer & VP
MARK TAYLOR
Vice President of Finance
Sharps Compliance, Corp.
DIANA DIAZ
Vice President & Chief Financial Officer
MidSouth Bancorp, Inc.
TROY CLOUTIER
Chief Banking Officer
JEFF BLUM
Chief Credit Officer
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
ALBERT ALEXANDER, III
Financial Analyst
Pool Corporation
MARK W. JOSLIN
Vice President & CFO
CRAIG K. HUBBARD
Investor Relations
EastGroup Properties
CHRIS SEGREST
Vice President
Team, Inc.
GREG BOANE
Senior Vice President & CFO
DON BLEASDELL
Vice President, Finance
KEVIN ANDIS
Controller
11:30 a.m.
Newpark Resources
BRIAN FELDOTT
Treasurer & Director of Finance
SUNOCO LP
SCOTT GRISCHOW
Director of Treasury
Bristow Group Inc.
LINDA MCNEILL
Director Investor Relations
ANDY PAPE
Manager, Investor Relations
Glori Energy Technology
STUART PAGE
Chief Executive Officer
12:00 p.m.
ENERGY PANEL DISCUSSION
ALL GUESTS WELCOME TO ATTEND
(EMPIRE B 2nd FLOOR)
BRYAN DUTT
Ironman Capital Management, LLC
DAVID LUNDGREN
Hancock Horizon
MICHAEL SCHMIDT
Global Hunter Securities
The 14th Annual Arvind Sanger Luncheon is for sponsors and invited guests only. Seating will begin at 12:45 p.m. and lunch will be served from 1:00 p.m. – 2:30 p.m. in the EMPIRE BALLROOM A – 2nd Floor.
The lunch program will include:
1:00 p.m. Introduction of Sponsors
1:20 p.m. Presentation of the Rising Tide Award
1:35 p.m. Luncheon Speaker: Mario J. Gabelli, CFA
Rising Tide Award
The Rising Tide is awarded annually to top Freeman alumni who excel in the investment community. Recipients have achieved professional prominence, and the manner in which they conduct their careers has brought pride to the Freeman School.
Past Recipients of the Rising Tide Award
2001 Ravi Suria (MBA, 1995)
2002 Erik Dybesland (BSM 1992)
2003 Justin Tugman (MBA 2000)
2004 Jeffrey Altman (BSM 1987)
2005 Jill Amann DiLosa (MBA 2001)
2006 Sean Curran (BSM 1999)
2007 Juan Landa (BSM 1996)
2008 Eric Handler (MBA 1995)
2009 Michael Sison (MBA 1998)
2010 Olivia Turek (BSM 2002)
2011 Kash Rangan, (MBA 1994)
2012 Gil Nathan (BSM 2001)
2013 Karen Howland (BSM 1999)
2014 David Heikkinen (MBA 1998)
2015 Rising Tide Recipient – John Rotonti (MBA 2011)
John Rotonti is an analyst at The Motley Fool and the author of A Manual on Common Stock Investing. Rotonti graduated Phi Beta Kappa and magna cum laude from the University of Richmond and received an MBA from Tulane University's Freeman School of Business. While at Tulane he served as a research assistant for the Burkenroad program. Rotonti sits on the Freeman 50 alumni committee at the Freeman School and is also a fellow at Fordham University's Gabelli Center for Global Security Analysis. He enjoys reading, writing, learning, and teaching.
Luncheon Speaker: Mario J. Gabelli, CFA
Mario J. Gabelli is Chairman, Chief Executive Officer of GAMCO Investors, Inc. and LICT Corp.
Gabelli is a summa cum laude graduate of Fordham University and holds an MBA degree from Columbia University Graduate School of Business, and an Honorary Doctorate Degree from Roger Williams University and Fordham University.
Gabelli is a member of: The Board of Overseers of Columbia University Graduate School of Business; The Board of Trustees of: Boston College and Roger Williams University.
He is a member of the Board of Directors of The American-Italian Cancer Foundation and The Foundation for Italian Art & Culture. He is a Trustee of The Winston Churchill Foundation of the United States and the E. L. Wiegand Foundation. He’s also a member of The Economic Club of New York.
Gabelli was Morningstar’s Portfolio Manager of the Year (1997) and Institutional Investor’s Money Manager of the Year (2011) and is a member of Barron’s Financial Magazine’s All Star Century Team.
The Burkenroad Reports gives Tulane students practical stock analysis skills by focusing on deep-south companies traditionally under-followed by Wall Street. Since their inception in 1993, Burkenroad Reports has gained national attention for their "quality and for avoiding the conflicts inherit when analyst follow a company in which they have financial stake" (Wall Street journal, October, 1995). Under faculty supervision, students work in small groups to analyze and produce investment research reports on a number of publicly held companies. The program includes company visits and interviews with top management. The reports are circulated nationally throughout the investment community and students develop practical insight and marketable evidence of their skills.
