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Webcast                                                   

Date

6/16/2010

2:00 p.m. Eastern

View Recording

Previous Webcasts

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

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

View Recording

Hear Follow-up Interview

How FactSet Can Help You Conquer Earnings Season

It's that time of year again! We know that Earnings Season can be stressful, but it is also a time when investors can profit from their solid research and strategies. FactSet would like to make it easier for you to do so.

He will cover:

• The Events Calendar for managing report dates of your universe of companies
• The Surprise History report for viewing actual, consensus, estimate changes, and price impact of a particular data item
• The Earnings Scorecard for tracking performance of earnings for entire markets, sectors, industries, and companies

Gregory King, Vice President, Market Data and Research Management Solutions
FactSet Research Systems

3/17/2010

2:00 p.m. Eastern

View Recording

Qualitative Analytics: Using the Internet to Unlock Today’s Alpha

While it was once perceived that sound quantitative analysis was the missing link to greater investment returns, this is no longer the case in a world with 24/7/365 news cycles. The proliferation of information has made it compelling to unlock the internet as a critical resource for investment research. It has also made it risky to be uninformed on the emerging trends and critical indicators embedded in the vast volume of internet content that is now available every day.

This presentation will discuss:

• Harnessing the internet within your research methodology in minutes a day and using it to mitigate your risk, as a source of new ideas and of lines of inquiry for management
• Illustrating a methodology that enables you to build the web into your daily workflow, removing the need to monitor your market through noisy and inefficient consumer search tools

Penny Herscher, President and CEO
FirstRain

2/17/2010

2:00 p.m. Eastern 

View FirstRain on FactSet Demo

Hear Follow-up Interview

M&A and Capital Markets Outlook for 2010

• Which industries and sectors will see further consolidation?
• Will emerging markets continue to lead in capital raising activity?
• What sorts of deals will shareholders and regulators resist? 

1/20/2010

2:00 p.m. Eastern

Hear Follow-up
Interview

Housing: Fundamentals Still Matter

Housing's rise and fall continues to be a function of economic fundamentals such as employment, income, prices, and credit factors. As each of these factors change, so does housing activity. Speculation makes a convenient culprit, but even that speculation is actually a bet on future fundamentals, simply a bet that turns out to be wrong.

Are this year’s tax credits for housing consistent with the fundamentals or just a diversion?

John Silvia, Ph. D., Chief Economist
Wells Fargo & Company

12/16/2009

1:00 p.m.  Eastern 

Hear Follow-up Interview

The Global Economy: A Look Backward and Forward

The financial crisis and the dramatic slowing of the U.S. economy have generated significant anxiety among many Americans about our country’s future. The anxiety has led some to question the ability of the U.S. to remain the world’s leading economy and suggest that recovery lies within a retreat inward to more limited international engagement. Others maintain that the key to remaining competitive is embracing openness by expanding the flow of foreign trade, investment, and people.

McCormick shares his expertise on this policy issue, critical to all Americans, by outlining the building blocks for a new national consensus on competitiveness and its implication for business leaders and the U.S. economy.

David McCormick, Treasury Under Secretary,
Treasury Department (2007-2009)

11/18/2009

2:00 p.m. Eastern

Hear Follow-up Interview

This presentation will discuss economic trends, shifts in generic drugs, and regulatory change, and will attempt to prove that proposed healthcare legislation will have a smaller impact on the performance of healthcare stocks. The speakers will also identify the most significant stocks, and suggest where investors may want to place their weightings.

Anne K. Anderson, Founder
Atlantis Investment Co. and
Karen Sterling, Managing Director, Health Care Investment Banking
Avalon Group Ltd.
(also Equity Analyst and Biotechnology Consultant for Atlantis Investment Co.)

10/14/2009

Anne is the founder of Atlantis Investment Co., Inc. She authors Atlantis Research Service, an independent research service for institutional money managers focused on "Growth Stocks LONG AND SHORT". Anne is the originator of REIT Growth and Income Monitor, a research service encompassing updated views on 120 REITs for institutional investors and brokers. Anne directs research activities at Atlantis Investment Co., Inc, as well as recommending both long and short stock ideas. Before founding the firm in 1986, Anne was an investment professional at Weiss Peck & Greer, HPB Associates, and JP Morgan.

Prior to his appointment at Dow Jones, Mr. Armstrong was an equities analyst for the hedge fund Seminole Capital Partners from 2004 to 2008. Before that, he worked as a technical writer at Pfizer Inc. He has passed the Level I and Level II CFA exams. Mr. Armstrong earned his doctorate in Philosophy from Columbia University, where he also taught undergraduates from 1998 to 2003. While working toward his PhD, Rob was awarded the President’s and Charles Frankel fellowships as well as the Leiberson Prize.

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.

Penny leads FirstRain with a passion for growing companies in new markets. As CEO since 2005, she has transformed FirstRain into the leading provider of search-driven research - search, analytics and reporting for business professionals solving the web information challenge facing institutional investors, marketing and sales professionals. Prior to FirstRain, Penny was CEO of Simplex Solutions, an electronic design automation company serving the global semiconductor industry. As CEO, she grew Simplex from a few engineers in 1996 to a high-growth, profitable software company. She led the company to very successful IPO in 2001 and through the sale of the company to Cadence Design Systems in 2002. Penny then worked at Cadence as Chief Marketing Officer and General Manager of a major division of the company. From 1988 to 1996, Penny was an early employee and senior executive at Synopsys. She started her career in 1982 as an R&D engineer with Texas Instruments and then Daisy Systems and she holds a BA with Honors in Mathematics from Cambridge University. Penny serves on the boards of JDSU and Rambus. She is also active in the non-profit world serving on the boards of the Anita Borg Institute and Planned Parenthood Mar Monte; she volunteers teaching business classes at Stanford Business School, Berkeley Haas School of Business and Santa Clara University as well as speaking on leadership and career growth at various industry organizations.

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.

Responsible for FactSet's market data and research management solutions in Europe, Greg King has developed the business in the region for the past four years. Over that time, FactSet's real-time products have undergone a significant transformation to address the increasingly global needs of FactSet's users around the world.Greg moved to London from the U.S. in 1999. Prior to leading real-time products, he held the role of Vice President - Institutional Sales in FactSet's UK Investment Management region. Greg graduated from Boston College in 1996 and collected his CFA charter in 2004.

David McCormick is a senior leader and member of the Management Committee at Bridgewater Associates, a global leader in institutional portfolio management with over $70 billion in assets under management. Prior to joining Bridgewater, he served for more than a decade at senior levels of business, government, and academia. Most recently, David was the Distinguished Service Professor of Information Technology, Public Policy and Management at Carnegie Mellon University. From 2007 to 2009, he was Under Secretary for International Affairs at the U.S. Treasury Department where he oversaw policies affecting global financial markets and led the international response to the crisis. Before joining Treasury, McCormick was Deputy National Security Advisor for International Economic Policy and the President’s personal representative to the Group of Eight industrialized countries. He also served as Under Secretary of Commerce for Export Administration where he oversaw policies affecting over $200 billion in annual high technology exports. During his business career, David was President and CEO of FreeMarkets and President of Ariba, two publicly-traded software and services companies. He has also worked as a consultant for McKinsey & Company. David received a mechanical engineering degree from the U.S. Military Academy at West Point and a Ph.D. from the Woodrow Wilson School of Public and International Affairs at Princeton University. He is a former Army officer and a veteran of the first Gulf War.

Mr. Nag has more than 17 years’ experience reporting about financial markets, corporate governance and asset valuation in the U.S., UK and India. He was most recently a senior columnist for “Heard on the Street,” a daily column offering sharp and intelligent analysis of companies on Dow Jones Newswires and in The Wall Street Journal. Prior to joining Dow Jones, he worked at Reuters for 11 years and at The Economic Times of India for three years. He has made appearances on BBC, CNBC, CNN and Fox Business News. Mr. Nag also has an MBA from New York University’s Stern School of Business.

Frank Nielsen is Executive Director and Head of Applied Research for the Americas at MSCI Barra. His main responsibilities include managing and enhancing developed and emerging market equity indices for the Americas region and conducting applied research on clients' investment and risk management processes leveraging the MSCI Barra index and risk analytics. Since joining Barra in 1993, Mr Nielsen has held various positions in product management, enterprise risk management, and equity research. Prior to joining Barra, Mr Nielsen worked for Hypo-Vereinsbank in Germany as a security and credit analyst. Mr Nielsen has an MBA from the University Hamburg in Germany and is a CFA charterholder.

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.

Dr. John Silvia joined Wells Fargo in February 2002 as chief economist for the Bank. Previously, John worked on Capitol Hill as senior economist for the U.S. Senate Joint Economic Committee and chief economist for the U.S. Senate Banking, Housing and Urban Affairs Committee. Prior to that, he was chief economist of Kemper Funds and managing director of Scudder Kemper Investments, Inc. John was recently named by Bloomberg News one of the top 10 forecasters for the last four years. John holds a B.A. and a Ph.D. degree in economics from Northeastern University in Boston and has a Master’s degree in economics from Brown University.

Karen Sterling, Managing Director, Health Care Investment Banking
Avalon Group Ltd.
(also Equity Analyst and Biotechnology Consultant for Atlantis Investment Co.)