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Webcast

Date

4/13/2011

2:00 p.m. Eastern

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Previous Webcasts

Commodity Petrochemicals: Home Truths Behind the Headline Prices

Plus, a special look at FactSet Economics

This presentation will consider some of the key analysis tools that are used to understand competition and pricing discussions in commodity chemical markets. Paul Ray will provide a global perspective of the chemical industry and discuss how to position chemical commodity data relative to operating companies in the market. Ray will also discuss where market price determination and value generation/destruction is likely to be most strongly focused.

To conclude, Michael Schiffer, Sales Manager for FactSet's Content and Technology Solutions team, will provide a brief overview of FactSet Economics, a macroeconomic solution that provides in-depth data and flexible analytics designed to turn research into results. Schiffer will also explain how to take advantage of this type of commodity data on FactSet to research the markets.

Paul Ray, Head of Data and Analytics
ICIS

Michael Schiffer, Sales Manager for FactSet's Content and Technology Solutions
FactSet

6/16/2010

2:00 p.m. Eastern

Motor Boat or Row Boat: The Outlook on the Hardware Technology Sector

Using top down and bottom up data on IT spending, we will examine the current state of IT spending and project trends into the future.  Starting with a look at the macro forces impacting the growth of IT spending, we will then look at the individual components of the IT infrastructure industry and the companies that define it.  From there we will discuss how the incumbents are responding to changes in the environment, and the implications for specific growth areas in the industry.

Doug Ireland, Research Analyst, Enterprise Infrastructure
JMP Securities

5/19/2010

2:00 p.m. Eastern

Why Being Married to the Consumer is Good for Earnings

This presentation will explore why retailers continue to report solid earnings despite being closely tied to the weak consumer. Richard explains the industry's reaction to the credit crisis, why the industry knew what to do and how, earlier than many other sectors.

The presentation will also feature insightful analysis of retail cash flow techniques and tech investments, the latest information regarding labor markets, and why the real underlying labor situation will remain bleak for a long time, hurting other sectors perhaps worse than major publicly traded retailers.

Richard Hastings, Consumer Strategist
Global Hunter Securities LLC

4/14/2010

2:00 p.m. Eastern

Hear Follow-up Interview

Richard brings more than 20 years of ground level experience in vertical markets analyzing company and industry credit risk especially in consumer and retail markets. Richard provides analysis of the retail sector; consumer economy; labor; real estate and construction; and capital markets and forex for Global Hunter Securities. He is a frequent guest on CNBC in addition to numerous presentations at major industry conferences nationally. He is a Certified Credit Executive with the National Association of Credit Management.

Doug Ireland is a research analyst covering the enterprise infrastructure sector, which includes companies that design, produce, manufacture and sell the computing, storage and network solutions and peripherals that power corporate and government IT operations. Before launching the firm's enterprise infrastructure coverage, Doug served as an associate research analyst at JMP covering the communications equipment industry. Prior to joining JMP, he was a sales engineer at AT&T designing global and local network solutions for Fortune 50 clients. Doug previously spent three years each working in China and Japan and earned a Masters of Telematic Engineering at the Universidad Politecnica in Barcelona, Spain. He holds MBAs with honors from Columbia University and University of California at Berkeley via the Berkeley-Columbia joint program.

Paul Ray is the Head of Development, Data and Analytics at ICIS and drives the development of analytical services. ICIS pricing provides independent, objective and up-to-the-minute pricing and market intelligence in the global chemical and oil sectors. ICIS news provides global breaking chemical news that impacts markets as it happens. Paul previously worked in BP’s Petrochemical Business covering competitor intelligence, chemical business strategy and planning and performance management. These helped to expand corporate understanding of competitor behaviour and forecast future competitive dynamics, providing a framework for leadership to agree on portfolio shape and options – including selling the business! Before BP, he worked as a consultant in the UK and Singapore, providing commercial services to producers, banks and investors in the chemical industries worldwide, including valuation, restructuring, feasibility and market studies. He’s a Chemical Engineer, graduated from Birmingham University in the UK. Paul can be contacted at paul.ray@icis.com.

Michael Schiffer joined FactSet in July 2000 as a Consultant, before transitioning into Institutional Sales in 2003. In 2008, he moved into a Sales Manager role, where he led the FactSet Content team through major company milestones including the development of proprietary content for Fundamentals, Estimates, and Economics. Prior to joining FactSet, Schiffer worked at Oxford Health Plans and Hewitt Associates.

Alan McKnight is Balentine's Chief Investment Strategist, managing Balentine's asset allocation strategies and supervising the firm's manager due diligence and selection efforts. He also works individually with endowment and foundation clients. Alan is the former Chief Investment Officer of SunTrust Institutional Investment Advisors, LLC, where he had responsibility for managing over $20 billion for foundations and endowments. Prior to joining SunTrust, Alan was portfolio manager for large-cap growth portfolios at Morgan Stanley. Previously, he worked for Equitable Asset Management as the portfolio manager of a small-cap value fund. He began his career with Wachovia Securities as a sell-side analyst covering the specialty retailing sector. Alan earned his B.A. degree in Economics from Washington and Lee University in 1994, and an MBA from the University of Texas at Austin in 2002.  He holds the Chartered Financial Analysts (CFA®) designation and is a member of the CFA Institute and the New York Society of Security Analysts. Alan serves on the Board of the Alliance Theatre.