Avadel Pharmaceuticals (AVDL) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Okay. Alright. We're gonna get started in our next session. I'm Andrew Tsai, senior biotech analyst at Jefferies. Thanks for tuning in. It's my pleasure to have the AVID all team. To my direct right is Greg Divis, CEO. To his right, Tom McHugh, CFO, and to his right, Susan, I believe I'm sorry. I missed your last name. Speaker1 Rodriguez. Speaker0 Rodriguez. Yes. Chief Commercial Officer? Speaker2 Chief Operating Officer. Speak ...

nVent Electric (NVT) FY Conference June 05, 2025 10:20 AM ET Speaker0 Brian Drab, the industrial technology analyst at William Blair. Before we get started, I have to let you know that you can find a full list of research disclosures on our website, williamblair.com. Today, we're very happy to have with us the team from nVent. We have CEO, Beth Wozniak CFO, Gary Corona and Head of Investor Relations, Tony Ryder. Thank you for being with us. Beth recently can I say this? Speaker1 Yes, you can. Speaker0 Recen ...

SEI Investments (SEIC) FY Conference Summary Company Overview - SEI Investments provides outsourced technology and investment solutions to banks, financial institutions, and asset managers [2] - The company manages and services $1.6 trillion of client assets [2] Core Offerings - SEI has two core offerings: 1. Technology and operations group 2. Asset management [6] - The company operates in four divisions, with 70% of revenue coming from the Investment Manager Services (IMS) space, primarily in alternative managers [8] Historical Context - Founded in 1968, SEI started in private banking and went public in 1981 [12][13] - Significant growth in the 1990s with expansion into Canada and Europe, and the establishment of three new offerings [15] - A notable investment in 1994 in LSV yielded substantial returns, generating about $2 million weekly [16] Challenges and Strategic Shifts - The early 2000s were marked by challenges due to the dot-com bubble and financial crisis, leading to stagnation [17][18] - SEI struggled to adapt to the shift from active to passive asset management [20] - A leadership transition occurred in 2022 with Ryan Hickey becoming CEO, marking a shift towards bold strategies [25][27] Recent Performance and Leadership Changes - Under Ryan's leadership, sales events increased by 25%, margins improved by 300 basis points, earnings per share rose by 55%, and share price increased by 46% [36] - A complete overhaul of the leadership team was initiated to address stagnation and competition [30][31] Strategic Focus Areas 1. **Expansion of Asset Management**: Targeting larger Registered Investment Advisors (RIAs) and enhancing product offerings [39][41] 2. **Operational Excellence**: Emphasizing cost management and automation, with a focus on AI and offshoring [46][48] 3. **Enterprise Mindset Shift**: Transitioning from a vertical to a horizontal strategy to enhance collaboration across divisions [49][50] 4. **Capital Allocation**: Maintaining a strong balance sheet with no debt, while considering strategic acquisitions for growth [52][54] Future Opportunities - SEI is well-positioned in the alternative investment space, particularly in private credit [44][56] - The company sees significant potential in asset management, especially with the recent leadership changes [57] Conclusion - SEI Investments is undergoing a transformative phase under new leadership, focusing on growth in asset management, operational efficiency, and strategic capital allocation to enhance shareholder value [55][58]

Guidewire Software (GWRE) FY Conference June 05, 2025 10:20 AM ET Speaker0 you, everybody. My name is Dylan Becker. I am the research analyst here at William Blair that covers Guidewire software. We have the CFO, Jeff Cooper, here with us today. Jeff, thank you for joining us. Prior before we get started, he's got a presentation. He'll run through about ten or fifteen minutes on background on the business. Before that, all of the necessary disclosures for this presentation and the conversation can be found ...

TransUnion (TRU) FY Conference June 05, 2025 10:20 AM ET Speaker0 All right. Good morning, everyone, and thank you for being here for the TransUnion presentation. My name is Andrew Nicholas and I'm the business services analyst here at William Blair. Before getting started, I'm required to inform you that for a complete list of research disclosures or potential conflicts of interest, please visit our website at williamblair.com. With that out of the way, very pleased to welcome TransUnion's CEO Christopher ...

Integral Ad Science (IAS) 2025 Conference June 05, 2025 10:15 AM ET Speaker0 Awesome. Alright. I think we can go ahead and get started here. Thanks everybody for joining us today. For those of you who don't know me, my name is Vic Kasevavotla. I'm one of our senior research analysts here at Baird. I lead our coverage of the Internet sector. Very excited to be hosting the conference this week, and right now, it's my pleasure to welcome Integral Ad Science to the stage. And joining me from the company is the ...

Titan International (TWI) Conference June 05, 2025 10:00 AM ET Speaker0 I'm Joe Gomes, managing director and senior analyst at Noble Capital. With us today for a fireside chat is Paul Reitz, president and CEO of Titan International. Good morning, Paul, and thanks for taking the time to sit down with us. Speaker1 Hey. Good morning, Joe. Good to be with you. Speaker0 So let let's start big broad. For those in the audience new to the Titan story, can you provide a brief overview of the company, the products, t ...

Robinhood Markets (HOOD) Conference June 05, 2025 10:00 AM ET Speaker0 Welcome back to the twenty twenty five Global Exchange and Trading Conference. I'm Patrick Molley, senior research analyst covering the exchanges, brokers, and trading companies. That was a nice little fireside we had with Thomas Pederfee and Rich there. But happy to be joined by another brokerage company, Robinhood. We have chief brokerage officer Steve Quirk here with us. Steve is a veteran in the brokerage industry, over thirty five y ...

Vaxcyte (PCVX) 2025 Conference June 05, 2025 09:55 AM ET Speaker0 Alright. Welcome, everyone, to twenty twenty five Jefferies Global Healthcare Conference. My name is Roger Song, one of the senior analysts covering mid cap biotech in The US. It's my pleasure to introduce next presenting company, Backside. So we have a whole crew here. We're gonna have a fireside chat with the CEO, Grant, president and CFO, Andrew, and then COO, Jim. Good morning, gentlemen. Speaker1 Good morning, Roger. Good morning. Speake ...

Dianthus Therapeutics (DNTH) 2025 Conference June 05, 2025 09:55 AM ET Speaker0 Good morning, everybody. I'm Marino Garcia, CEO for Dianthus. I will be providing a brief update. Oh, here we go. Maury. How you doing? And then we'll open it up for some Q and A. Before I begin, just again, thank you to Jeffries for this opportunity today. I will be making some forward looking statements, so I urge everyone please to go to our website and where you can read all our SEC filings. This is a very exciting time for ...