EFTA Document EFTA02167989

To: From: Lesley Groff Sent: Tue 5/29/2012 8:22:44 PM Subject: Re: "STIFEL WEEKFUL ... Upcoming Analyst/Management Events & Conferences awesome! On May 29, 2012, at 4:20 PM, Ike Groff wrote: Great thank you very much!! From: MacGillivray, Claire (New York Park Ave) [mailto Sent: Tuesday, May 29, 2012 4:20 PM To: Ike Groff Cc: Moroney, Marty (New York Park Ave) Subject: RE: "STIFEL WEEKFUL ... Upcoming Analyst/Management Events & Conferences Ike - I'm going to go ahead and clear you right off the wait list ... Please join us! I will send invite again so you have the details. Thank you! Claire MacGillivray Stifel Nicolaus & Co., Inc. I Institutional Equity Sales I Vice President 237 Park Avenue, 8th Floor I New York, NY 10017 Direct: E-mail: Mobile: Fax : cmacgi ivstifel From: Moroney, Marty (New York Park Ave) Sent: Tuesday, May 29, 2012 3:19 PM To: MacGillivray, Claire (New York Park Ave) Cc: [email protected] Subject: FW: "STIFEL WEEKFUL ... Upcoming Analyst/Management Events & Conferences Claire, Please add Ike and his family to the waiting list. 1 cc'd him. Thanks, Marty Martin P. Moroney Managing Director Stifel Nicolaus & Co 237 Park Ave 8"" floor Ne Tel Desk Trading Tel im-- mmoroneys e From: Ike Groff EFTA_R1_00847250 EFTA02167989 Sent: Tuesday, May 29, 2012 2:53 PM To: Moroney, Marty (New York Park Ave) Subject: RE: **STIFEL WEEKFUL Upcoming Analyst/Management Events & Conferences Marty, I am going to bring my family to the event on Sunday. Ike Groff Lesley Groff Ty Groff From: Moroney, Marty (New York Park Ave) a Sent: Wednesday, May 02, 2012 2:11 PM Subject FW: "STIFEL WEEKFUL Upcoming Analyst/Management Events & Cone- et Importance: High Good Afternoon - Please let me know if there is interest in seeing any of the below listed analysts/management teams over the next few weeks. The meetings are sorted by sector, for your convenience. Please Note: All events are subject to mailability, so please let us know if you are interested ASAP!!! Additionally, our full coverage list is attached ... If there are individual analyst distributions that you would like to be added to, please don't hesitate to email me and I'll make sure you are receiving everything you need. If there is anything else we can help with, please let me know! Thank you! Claire Stift! Conferences & Special Events 2012 Stifel Nicolaus Denver 1st Conference Denver, CO • Thursday. May 10th 2012 • Featuring: IGT, MTN, PWR, RBN, FST, PETD, RRC, WLL, RCKB, RYL, NCMI, DCT, TRNO, ANSS, CAVM, DSGX, HITT, MCHP. MLNX, POWI, SAPE, VLTR • Invitation is attached //Please email to register Market Perspectives w/ Jim Grant — Baltimore, MD • Wednesday, May le 2012 — Breakfast and Q&A • Featuring: Jim Grant — Editor, Grant's Interest Rate Observer ... James Grant is an American writer and publisher. The founder of Grant's Interest Rate Observer, a twice- monthly journal of the financial markets, he is the author of Money of the Mind (1992), The Trouble with Prosperity (19%), John Adams: Party of One (2005) and Mr. Speaker: The Life and Timm of Thomas B. Reed. the Man Who Broke the Filibuster (2011), among other works. He began his journalistic career at the Baltimore Sun in 1972 and joined the staff of Barron's in 1975. EFTA_R1_00847251 EFTA02167990 • Please entail for more details 2012 Stifel Nicolaus Family Event The American Museum of Natural History. — New York, NY • Sunday, June 31 2012 • Invitation is attached ... Please email to register 2012 Stifel Nicolaus San Francisco 1:1 Conference — San Francisco, CA • Wednesday, June 131 2012 • Featuring: BYI, CROX, MW, DOV, FLS, MTZ, FRC, SEIC, V, CIS, VPHM, CCI, RLD, FNSR, FORM, JDSU, NEWP, LSTR • Invitation is attached //Please email to register 2012 Stifel Nicolaus Internet & Media Conference — New York, NY • Tuesday, June I 91 2012 • The New York Palace Hotel • Invitation is attached //Please entail to register ... Ixls are Due on June Is 2012 Consumer & Retail Jim Duffy, Sports & Lifestyle Brands Analyst — New York, NY • Thursday, May 17" & Friday, May 181 2012 — Group Lunch on Friday® 12:00pm Cowan: CAB (Hold), COLM (Hold), CROX (Buy). DECK (Buy). GALA (Buy), Gill (Buy), GIL (Hold). HBI (Buy), LULU (Buy), NKE (Bay). PRMW (Hold). SODA (Hold), UA (Hold), VFC (Bu)). BIM (Buy), ZQK (Hold). ZUMZ (Hold) Lunch with Ken Langone, co-Founder of The Home Depot, Inc. — New York, NY • Tuesday, May fled 2012 - Group Lunch (a 12:00pm • Featuring: Ken Langone ... Co-founder of The Home Depot, Inc. and was a director and member oldie executive conunittee of its board for 30 years. He has served on the General Electric Board of Directors. He currently serves on the boards of YUM Brands and Unifi, Inc. He is the founder and, since 1974, has been Chainnan of the Board. Chief Executive Officer and President of Invemed Associates, LLC, a New York Stock Exchange finn engaged in investment banking and brokerage. He is currently Executive Chairman and CEO of Gana. Inc. In addition to his business affiliations, Mr. Langone's extensive philanthropic endeavors include serving as the Chair of the Board of Trustees of the NYU Langone Medical Center. Mr. Langone is also the Chairman of the Promise Academy. a charter school in New York City, and serves on the boards of The Ronald McDonald House of NY, Robin Hood Foundation, CSIS, The Medal of Honor Foundation and the larlem Children's Zone. • Hosted by: David Schick, Hardline Retail Analyst Shuffle Master, Inc. (SHFL) New York. NY • Friday, June 8" 2012 — Group lunch (it 12:00pm • Featuring: Gavin Isaacs, CEO & Julia Boguslawski, IR • Hosted by: Steve Wieczynski, Gaming & Leisure Analyst • Buy Rated; $927m Market Cap Education Field Trip to DeVry Medical School — St. Maarten • Monday, May 21" & Tuesday, May 22•d 2012 • Featuring: Campus tour of DeVry-owned American University of Caribbean School & Medicine (AUC) ... Discussions with Ron Testa, Dean of AUC & Bill Hughson, Pres. DeVry Healthcare Group — Ross, AUC, Chamberlain. Carrington • Hosted by: Jerry Herman, Education & el.earning Analyst • Please entail for more details EFTA_R1_00847252 EFTA02167991 Weight Watchers (ATW) Retail Meeting Location Visit Boston, MA • Thursday, June 7" 2012 • Featuring: David Kirchhoff, CEO • Hosted by: Jerry Herman, Bob Craig & Jason Anderson, Education & eLearning Analysts • Buy Rated; 51,951m Market Cap • Please email for more details Financials Southwestern MA & Northern CT Bank CEO / CFO Dinner & Ills —Simsbury, CT • Monday, May 7° & Tuesday, May r 2012 • Featuring: Berkshire Hills Bancorp, Inc (BHLB) Chicopee Bancorp. Inc (CBNK) First Connecticut Bancorp, Inc (FBNK) Hampden Bancorp, Inc (HBNK) People's United Financial, Inc (PBCT) — Dinner only Rockville Financial, Inc (RCKB) SI Financial Group, Inc (SIFT) United Financial Bancorp, Inc (UBNIC) Webster Financial Corporation (WBS) Westfield Financial. Inc (WFD) • Hosted by: Coll> n Gilbert, Northeast Banks Analyst • Please email for more details Jeff Hopson, Asset Management & Investment Services — New York & Connecticut • Thursday, May 17" & Friday, May 18° (CT) 2012 —Group Lunch in NYC on Thursday® 12:00pm Coverage: AB (Hold), BEN (Bey). BK (Hold). BLK (Buy). BX (Buy). CNS (Hold), EV (Hold), FIG (Hold). HI (Hold). WI (Buy). JNS (Holt:B. LAI (Hold) MN (Buy). NTRS (Hold), SCHW (Hole). SEIC (Bey), STT (Buy), TROW (Hold). IVDR (Buy) National Health Investors, Inc. (NH!) New York, NY • Tuesday, May 22i° 2012 -Group Lunch (a 12:00pm • Featuring: Justin Hutchens, CEO & President • Hosted by: Daniel Bernstein, Healthcare REIT Analyst • Hold Rated; 51,313m Market Cap RLI Corporation (RLI)—New York, NY • Tuesday, June 5" 2012 —Group Lunch (a 12:00pm • Featuring: Jon Michael, Chairman & CEO / Tom Brown, CFO / Aaron Jacoby, IR • Hosted by: Meyer Shields, Specialty Insurers • Hold Rated; $1,458m Market Cap Northrim BanCorp (NRIM)— New York, NY • Wednesday, June 6" 2012 —Group Lunch (a 12:00pm • Featuring: Mark Langland, CEO & Joe Beedle, President • NR; 5141m Market Cap NJ & NY Bank Tour & Hudson River Dinner Cruise New York & New Jersey • Thursday, June I.5" & Friday, June 16" 2012 — Dinner Cruise on Thursday evening • Featuring: Astoria Financial (AF) Dime Community Bancshares (DCOM) Center Bancorp (CNBC) Investors Bancorp (ISBC) EFTA_R1_00847253 EFTA02167992 Lakeland Bancorp (LBAI) - tentative New York Community (NYB) Oritani Financial (ORIT) Provident Financial Services (PFS) Provident Bancorp (PBNY) Sterling Bancorp (STL) Somerset Hills Bancorp (SOMH) Valley National Bancorp (VLY) • Hosted by: Collyn Gilbert, Northeast Banks Analyst • Please email for more details Healthcare Update On Prostate Cancer Therapies — New York, NY • Thursday, May 17" 2012 — Group Cocktails/Dinner 0 5:30pm • Featuring: Susan Slovin, Physician Consultant ... Dr. Slovin is a board certified medical oncologist and immunologist and an Associate Attending Physician in the Genitourinary Oncology Service at Memorial Sloan-Kettering Cancer Center in New York. Her research interest includes development of novel immunologic approaches to the treatment of prostate cancer. • Hosted by: Joel Sendek, Biotechnology Analyst • Please email for more details National Health Ins estors, Inc. (N111)— New York, NY • Wednesday, May 2.3s 2012 —Group Lunch (a 12:00pnt • Featuring: Justin Hutchens, CEO & President • Hosted by: Daniel Bernstein. Ilealthcare REIT Analyst • Hold Rated; $1,313m Market Cap Industrials General Cable Corporation (BGC) — New York, NY • Wednesday, May 16" 2012 — Group Lunch @ 12:OOpm • Featuring: Brian Robinson, CFO & Len Teeter, Director of IR • Hosted hy: Jeff Beach, Infrastructure Analyst • Buy Rated; $1,551m Market Cap Tech, Media, Telecom Tore Svanberg, Semiconductors: Analog & Mixed Signals Analyst New York, NY • Friday, May 4" 2012 — Group Lunch @ 12:00pm Coverage: AOSL (Buy), BCDS (Bin CRUS (Buy). ENTR 11177 (Buy). IPHI (Hold), ISIL (Hold). ),LTC (Buy), MCRL (Buy), MPWR (Hold). MSCC (Buy). MXIM (Buy), MXL (Ben OHM (MO, POW (Buy). SLAB (Buy). SUPX (Mid). 7XN (Buy). VLTR RVBD & FFIV Meetings at Interop — Las Vegas, NV • Monday, May Th & Tuesday, May 86 2012 • Featuring: Randy Gottfried, CFO (RVBD) & John NleAdam. CEO (FFIV) • Hosted hy: Sanjiv Wadhwani, Communications Equipment Analyst • RVBD: Hold Rated; 54,345m Market Cap / FFIV: Hold Rated; $9,800m Market Cap • Please email for more details NIHD & IRDM Meetings at CTIA — New Orleans, LA • Monday, May 7" & May 8" 2012 • Featuring: NIHD: Greg Santoro, Chief Strategy and Marketing Officer / Tim Perrott, EFTA_R1_00847254 EFTA02167993 Head of IR / Tahmin Clarke, IR IRDNI: Matt Desch, CEO / Steve Kunszabo, IR • Hosted by: Christopher King, Telecom Services Analyst • NIHD: Buy Rated; S3,033m Market Cap / IRDM: Hold Rated; S624m Market Cap • Please entail for more details Vantage Data Centers (private) — New York, NY • Tuesday, May 15" 2012 — Group Lunch (a 12:00pm • Featuring: Greg Ness, Chief Marketing Officer • Hosted by: Todd Weller, Data Centers/Hosting Analyst Ben Mogil, Media Analyst — New York, NY • Thursday, May 1r 2012 — Group Lunch ®12:00pm Coverare: AMCX (Hold), CGX-T (Hold). CNK (Buy), DIVA (Sell), HSNI (Buy). IMAX (Buy), LGF (Buy). L1NTA (Buy), LW (Hold). MSG (Hold), NCM1 (Hold), RGC (Hold), RLD (Buy). SN1 (Hold) Investor Meetings with Solar Management Teams at the SNEC Tradeshow: STP, ("SUN, JASO, BTUI — Shanghai, China • Thursday. May 17" 2012 • Featuring Management from: Suntech (STP), China Sunergy (CSUN), JA Solar (JASO), BTU International (BTUI) • Hosted by: Jeff Osborne, Cleantech Analyst • Please email for more details 21Vianet Group, Inc. (VNET) — New York, NY • Wednesday, May 23s 2012 — Group Lunch @ 11:30am • Featuring: Shang litho, President & CFO • Hosted by: Todd Weller, Data Center/Hosting Analyst • Buy Rated; S650m Market Cap Xyrates Ltd. (XRTX)— New York, NY • Thursday, May 24" 2012 • Featuring: Steve Barber. CEO / Brad Driver, IR • Hosted by: Aaron Rakers, Enterprise Hardware/Software & Hard Disk Drives • Hold Rated; 5424m Market Cap Meetings with ATVI & EA. in conjunction with E3 Management Meetings — Los Angeles, CA • Tuesday, June 5" 2012 • Featuring: Senior Management from Activision Blitzard (ATVI) & Electronic Arts (EA) • Hosted by: Drew Crum, Media & Entertainment Analyst • ATVI - Buy Rated; 514,284m Market Cap & EA — Buy Rated; 55,149m Market Cap • Please email for more details Telecom, Media & Tech Washington D.C. Policy Day — Washington, DC • Thursday, June 7" 2012 • Please join us for a day of conversations with FCC Chairman Genachowski and other key government and industry officials focused on regulatory/policy is.. b: affecting telecom, media, and tech companies. • Hosted by: Chris King & David Kaut - Telecom, Media & Tech/Regulatory Team • Please email for more details FuelCell Energy Bus Tour (FCEL) — Torrington, CT • Monday, June 25" 2012 • Featuring: Mike Bishop, Sr. VP & CFO / Kurt Goddard, VP IR / Neil Aiello, VP Manufacturing / Tony Leo, VP Applications Engineering & Advanced Technology EFTA_R1_00847255 EFTA02167994 Programs • Hosted by: Jeff Osborne, Cleantech Row,' reh A nal, • Buy Rated; $196m Market Cap • Please email for more details Claire MacGillivray Stifel Nicolaus & Co., Inc. I Institutional Equity Sales I Vice President 237 Park Avenue, 8th Floor I New York, NY 10017 Direct: Mobile: Fax: I AIM: cmacgillivstifel All electronic messages sent and received by Stifel Nicolaus Associates are subject to review by Stifel Nicolaus. Stifel Nicolaus may retain and reproduce electronic messages for state, federal, or other regulatory agencies as required by applicable law. IMPORTANT: Please do not use e-mail to request or authorize the purchase or sale of any security or commodity, send fund transfer instructions, or otherwise conduct any securities transactions. Any requests. orders, instructions, or time-sensitive messages sent by e-mail cannot be accepted or processed by Stifel Nicolaus. The accuracy of any information sent by Stifel Nicolaus through e-mail cannot be warranted or guaranteed by Stifel Nicolaus or its affiliates. Stifel, Nicolaus & Company, Incorporated Member NYSE & SIPC a ua 01 N. Broadway, St. Louis, MO 63102 Stifel Nicolaus Canada Inc. Member IIROC & CIPF Head uarters: 79 Wellington St W, 21st Floor, Toronto, ON M5K 1B7 **Mr is • • This e-mail and any files transmitted with it are confidential and intended only for the person or entity to which it Is addressed. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. If you have received this e-mail In error please immediately notify the sender at 203-302-7300 or by replying to this e-mail and delete the e-mail and any attachment(s) from your system. Nothing herein shall be construed as a financial promotion to any person or persons, or a solicitation or recommendation to buy or sell any security or other investment or to engage in any trading strategy. Information presented is from sources believed to be reliable, but is not guaranteed to be accurate or complete. This information should not be taken as an offer nor as a solicitation of an offer to buy or EFTA_R1_00847258 EFTA02167995 sell securities or other financial instruments. Email transmission cannot be guaranteed to be secure, timely or error free. Tourmaline Partners, 'IC may review and store both Incoming and outgoing messages. Use by other than the intended recipients is prohibited. This e-mail and any files transmitted with it are confidential and intended only for the person or entity to which it is addressed. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. If you have received this e-mail in error please immediately notify the sender at 203.302-7300 or by replying to this e-mail and delete the e-mail and any attachment(s) from your system. Nothing herein shall be construed as a financial promotion to any person or persons, or a solicitation or recommendation to buy or sell any security or other investment or to engage in any trading strategy. Information presented is from sources believed to be reliable, but is not guaranteed to be accurate or complete. This Information should not be taken as an offer nor as a solicitation of an offer to buy or sell securities or other financial instruments. Email transmission cannot be guaranteed to be secure, timely or error free. Tourmaline Partners, LLC may review and store both incoming and outgoing messages. Use by other than the intended recipients is prohibited. EFTA_R1_00847257 EFTA02167996