Cognex (CGNX) 2025 Investor Day June 10, 2025 09:00 AM ET Speaker0 Good morning, everyone. Welcome to Cognex's twenty twenty five Investor Day. We're thrilled to have you with us, whether you're joining us here in Natick or tuning in via webcast. My name is Grier Aviv, and I'm the new head of investor relations here at Cognex. So just for housekeeping purposes, the full presentation is available on the investor relations website, and a recording will be posted after the event. If everyone in the room could ...

Lazard (LAZ) 2025 Conference June 10, 2025 09:00 AM ET Speaker0 Alright. So we're pleased with have with us Peter Orzag, CEO and chairman of Lazard. Peter, thanks so much for joining us this morning. Speaker1 Good to be with you. Speaker0 I have a quick disclosure. So four important disclosures, please see Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. Any questions, please reach out to Morgan Stanley sales rep. So, Peter, let's start with your appointed chairman ea ...

Wells Fargo (WFC) 2025 Conference June 10, 2025 09:00 AM ET Speaker0 just gonna read a Morgan Stanley disclosure. Should I read now? Can I read it now, or do I have to wait? Speaker1 You can do everything. Speaker0 Okay. For important disclosures, please see Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures if you have any questions. Please reach out to your Morgan Stanley sales representative. Okay. With that out the way, we are so delighted to have with us today Mike Cent ...

Summary of KKR Conference Call Company Overview - KKR is a global investment firm specializing in alternative asset management, capital markets, and insurance solutions, managing over $664 billion in assets under management [2][11][21]. Key Points Discussed Capital Markets Platform - KKR has the largest and most specialized capital markets platform among asset managers, which drives investment performance and serves as a significant revenue stream [5][21]. - The capital markets platform is responsible for arranging debt and equity financing across all investment strategies globally, serving both KKR's internal needs and external clients [6][10]. Revenue Generation - KKR completed approximately 400 transactions annually, generating over $400 billion in debt and equity financings last year, with a cumulative total of $2 trillion since inception [9][11]. - The capital markets business has evolved from generating $1 million in fees in 2007 to $1 billion last year, driven by firm growth and an expanded client base [11][12]. Diversification and Resilience - The revenue base has diversified significantly, with traditional private equity activities accounting for only 50% of revenues from 2020 to 2024, compared to 91% from 2012 to 2015 [13][14]. - KKR demonstrated resilience during market downturns, generating $600 million in revenue during the recession years of 2022 and 2023, showcasing the strength of its diversified revenue streams [15][17]. Growth Orientation - KKR's growth in capital markets is closely tied to the firm's overall growth, with a strong correlation between assets under management (AUM) and capital markets fees [18][50]. - The firm is focused on expanding its party business, which has generated over $1 billion in revenue since its inception, targeting a larger client base beyond KKR-owned companies [20][21]. Market Outlook - The capital markets outlook is cautiously optimistic, with $7 trillion in cash on the sidelines waiting to be invested, indicating strong liquidity [25]. - M&A activity is seen as a key driver for future deal-making, with expectations for a resurgence in corporate activity [28]. Geographic and Sector Opportunities - KKR is expanding its presence in Asia, which is expected to see significant growth in capital markets due to a shift from bank-driven financing to institutional capital [66][67]. - Japan and India are highlighted as key markets, with Japan undergoing corporate governance reforms and India benefiting from a large service-based economy [67][68]. Private Credit Market - KKR manages over $100 billion in private credit, with direct lending and asset-based financing emerging as significant growth areas [70][72]. - The firm anticipates rapid growth in the asset-based financing sector, driven by increased investor interest and borrower demand for flexible financing structures [73]. Additional Insights - KKR's capital markets business is characterized by a high degree of operational efficiency, with a relatively small team generating substantial revenue [33]. - The firm is focused on building specialized capabilities in structured capital markets and asset-based financing to capture new revenue streams [57][59]. This summary encapsulates the key insights and strategic directions discussed during the KKR conference call, highlighting the firm's robust capital markets platform, diversification strategies, and growth potential in various markets.

Perrigo Company (PRGO) FY Conference June 10, 2025 09:00 AM ET Speaker0 Good afternoon, everyone. Thank you for sorry. Good morning, everyone. Thank you for joining us at Oppenheimer's twenty fifth Annual Consumer Growth and Ecommerce Conference. My name is Rupesh Parikh. I'm the senior food, grocery, and consumer products analyst here at Oppenheimer. I'm pleased to introduce our next presenting company, Perrigo. Joining us today are President and CEO, Patrick Lockwood Taylor and EVP and CFO, Eduardo Bezera ...

Diebold Nixdorf (DBD) FY Conference June 10, 2025 09:00 AM ET Speaker0 And our services. And we're focused on two primary industries, financial services and retail. In the financial industry, we're very focused on driving efficiency at the branch level at banks. We do that through our ATMs, teller cash recyclers, but more importantly, our software and our services. In retail, we're very focused on the self checkout experience for consumers and improving efficiency for retailers. We have a broad solution set ...

AAON (AAON) 2025 Investor Day June 10, 2025 09:00 AM ET Speaker0 All right. Good morning, everyone. My name is Joe Mondillo, Director of Investor Relations for those who don't know. Thank Thank you for all for coming. I know this takes a lot of time out of your day, so we appreciate it. Those on the webcast, we also appreciate your participation. So the last time we did one of these was 2023. A lot of people asked when when when is the next time you think you'll do one of these things? And at the time, I re ...

B.O.S. Better Online Solutions (BOSC) Conference June 10, 2025 09:00 AM ET Speaker0 Summit Virtual. We appreciate your participation in today's virtual event. Up next, we are pleased to introduce BOS Better Online Solution Limited. If you would like to ask a question during the webcast, you may click the q and a icon button on the right side of your screen. Please type your question into the box and click send to submit it. At this time, it is my pleasure to hand over the session to Eyal Cohen, CEO at BOS B ...

Ingersoll Rand (IR) 2025 Conference June 10, 2025 09:00 AM ET Speaker0 Alright. Good morning, everyone. I'm Joe O'Dea. I'm on the multi industry team at Wells Fargo, and we are excited to kick off the industrials conference with Ingersoll Rand and Vic Kinney, CFO, and Matthew Fort, who runs IR and FP and A at Ingersoll. Thank you so much for being with us this morning. Thanks for having us. So let's kick it off. Common kind of theme. We'll just talk sort of demand trends when we think about kind of how thin ...

Tandem Diabetes Care (TNDM) FY Conference June 10, 2025 08:40 AM ET Speaker0 Okay. Speaker1 Well, good morning, everyone. I wanna welcome president and CEO of Tandem Diabetes and Susan Morrison, senior vice president executive vice president, excuse me, and chief administrative officer. We'll obviously open this up to questions. If people if people have them, feel free to just wave at me, and we'll get we'll get a mic over to you so those participating in the webcast can can can hear that feedback as well. ...