| HSBC |
Wimbledon – UK |
Investment Banking Leadership |
15 Business Leaders |
| Banco Icatu |
Sao Paolo – Brasil |
TopGun Sales and Trading |
15 Secondary Markets Professionals |
| Citigroup |
Hong Kong |
Investment Banking Coverage |
25 Pan-Asia Leadership |
| CSFB |
Surrey - UK |
European Coverage Conference |
120 Investment Bankers |
| HSBC |
New York – US |
On-The-Trading-Desk Presentation |
Institutional Sales and Trading Professionals |
| Ernst & Young |
Toronto - Canada |
Global Corporate Finance Conference |
105 Corporate Financiers |
| FirstEnergy Capital |
Phoenix - Arizona - US |
Senior Management Offsite |
15 Senior Management Committee |
| Goldman Sachs |
New York - US |
Global Investment Banking Conference |
1600 Investment Bankers and Product Specialists |
| Warburg Dillon Read |
Greenwich - Connecticut - US |
North American Coverage Offsite |
250 Investment Bankers |
| Natwest |
Edinburgh – Scotland |
Oil & Gas Research Group |
15 Oil & Gas Analysts |
| National Bank Financial |
Quebec - Canada |
Management Committee |
15 Business Leaders |
| Auerbach, Grayson |
New York Palace Hotel - US |
Third Network Conference |
Leaders of 100 independent brokers from 100 different countries |
| Deutsche Bank |
Phuket - Thailand |
Phuket Offsite Presentation |
70 Global Trade Finance Specialists |
| KPMG |
Madrid - Spain |
European Conference |
150 Corporate Financiers |
| CSFB |
Bankshot, Surrey - UK |
Coverage Offsite |
130 MDs |
| Alfred Berg |
Stockholm - Sweden |
TopGun Research |
15 Research Management |
| Carnegie |
New York – US |
Selling Into the US |
15 Institutional Sales and Trading Professionals |
| Merrill Lynch |
London - UK |
MD Update Group Presentations |
30 MDs |
| Merrill Lynch |
Deerhurst Resort - Canada |
Institutional Equities Update |
30 Analysts, Traders, Sales Professionals |
| WestLB |
London – UK |
Mid-Cap European Sector Bankers |
25 MDs and Corporate Brokers |
| Deutsche Bank |
Faro - Portugal |
M&A Conference |
200 Coverage officers and M&A Specialists |
| Deutsche Banc Alex. Brown |
West Virginia - US |
Coverage Offsite |
200 Investment Bankers, ECM/M&A/DCM Specialists |
| UBS Warburg |
Greenwich - US |
Management Conference |
250 Investment Bankers, ECM/M&A/DCM Specialists |
| Salomon Smith Barney |
New York - US |
Energy & Power Offsite |
30 Coverage Officers |
| Salomon Smith Barney |
London - UK |
FIG MD Offsite |
60 Coverage Officers |
| Salomon Smith Barney |
Barcelona - Spain |
Global MD Offsite |
350 Relationship Managers and Product Specialists |
| PwC |
Barcelona - Spain |
Competitive Strategic Direction |
60 Business Partners |
| PwC |
Oslo - Norway |
Business Leaders Conference |
25 Corporate Financiers |
| PwC |
Bloomsbury - UK |
Sector Coverage Offsite: Industrial, TMT, FIG, Private Equity |
150 Corporate Financiers |
| Scotia Capital |
Toronto - Canada |
Institutional Equities - Mid Year Review |
50 Analysts, Traders, Sales Professionals |
| HSBC |
London - UK |
CIBM Conference |
120 Senior Managers |
| National Bank Financial |
Niagara-on-the-lake - Canada |
Niagara-on-the-Lake Offsite |
80 Investment Banking Professionals |
| FirstEnergy Capital |
Phoenix - Arizona - US |
Management Offsite |
15 Executive Committee |
| ABN AMRO |
Amsterdam - Netherlands |
Management Offsite |
15 Executive Committee |
| IFSA |
Los Angeles - US |
Key Note Address - Annual Conference |
300 Cash Management Specialists |
| ABN AMRO |
London - UK |
Oil & Gas Conference |
60 Investment Bankers |
| ABN AMRO |
SkyTop Lodge - Pennsylvania - US |
US Coverage Offsite |
70 Coverage Officers |
| ABN AMRO |
Amsterdam - Netherlands |
Global Integrated Energy Conference |
100 Coverage Officers |
| ABN AMRO |
London - UK |
Global Managing Director’s Conference |
80 MDs |
| ABN AMRO |
Amsterdam - Netherlands |
TMTH Offsite |
120 TMTH Bankers |
| Auerbach, Grayson |
Key Biscayne - Florida - US |
Global Network Conference |
Leaders of 90 independent brokers from 90 different countries |
| ABN AMRO |
Noordwijk – Netherlands |
Integrated Energy ‘Know Your Client’ Conference |
100 Energy Bankers |
| ABN AMRO |
Amsterdam - Netherlands |
ECM Offsite |
100 ECM Professionals |
| BMO Nesbitt |
Royal York Hotel - Toronto |
Driving Shareholder Confidence, Investment & Trading Decisions |
250 Analysts, Traders, Sales Professionals, ECM |
| BMO Nesbitt |
Harbour Front Hotel - Toronto |
Partners Offsite |
150 Investment Bankers |
| Banc of America Securities |
Boca-Raton Resort & Club - US |
CIB Leadership Offsite |
50 Business Unit Leaders |
| The Royal Bank of Scotland |
Stoke Park - London - UK |
Corporate Banking & Financial Markets Offsite |
85 Coverage Bankers, DCM Professionals, Loan Specialists |
| JP Morgan |
Frankfurt- Germany |
German Investment Banking Offsite |
100 Members of the German Investment Banking Team |
| KPMG |
Geneva - Switzerland |
Global Transaction Services Conference |
150 Transaction Service Professionals |
| Rothschild |
London - UK |
TopGun Offsite |
120 Coverage Officers / M&A Specialists |
| Raymond James |
Niagara-on-the-Lake - Canada |
ECM Business Development Conference |
80 ECM and Institutional Equity Professionals |
| KPMG |
London - UK |
Partners Meeting |
25 Leadership Partners |
| Bank of America |
New York - US |
Natural Resources Offsite |
25 MDs and VPs |
| Investment Dealers Association |
Banff - Canada |
Year-End Conference |
220 Members |
| RBC Capital Markets |
Toronto - Canada |
Research, Sales and Trading Professionals |
55 Client Facing Professionals |
| Montgomery Securities |
New York – US |
Tech IPOs in Europe, European Equities in the US |
10 Business Leaders |
| CIBC |
Toronto - Canada |
Analyst Offsite |
40 Broker Analysts |
| Bank of America |
New York - US |
General Industries Group Presentation |
20 MDs and VPs |
| Royal Bank of Scotland |
London - UK |
CBFM Board Presentation |
14 Business Unit Heads |
| Bank of America |
New York - US |
Consumer / Retail Group |
30 MDs and VPs |
| Desjardins |
Toronto - Canada |
Institutional Equity Presentation |
30 Secondary Markets Professionals |
| Scotia Capital Markets |
Toronto - Canada |
Institutional Bond Markets |
45 Bond Sales, Trading, Research Professionals |
| National Bank Financial |
Montreal - Canada |
Institutional Bond Coverage |
25 Bond Sales, Trading, and Research Professionals |
| National Bank Financial |
Montreal - Canada |
Executive Committee Strategy Session |
Management Team |
| National Bank Financial |
Toronto - Canada |
Equity Research |
30 Research Professionals |
| ABN AMRO |
Santpoort - Netherlands |
Global Clients Management Team Offsite |
Management Team |
| National Bank Financial |
Montreal - Canada |
Operating Committee Presentation |
Management Team |
| ABN AMRO |
Porto - Portugal |
Energy & Resources Offsite |
120 MDs and VPs |
| BofA Industry Groups |
New York - US |
Consumer, Nat.Res, Media/Telcom, Healthcare |
30 MDs and VPs each |
| Rothschild |
Watford - UK |
Junior Banker Office - M&A Execution - Part 1 |
70 M&A Professionals and Team Leaders |
| Rothschild |
Watford - UK |
Junior Banker Office - M&A Execution - Part 2 |
70 M&A Professionals and Team Leaders |
| Calyon |
Deauville - France |
TopGun Offsite |
250 Investment Bankers and Support |
| Bank of America |
New York - US |
Healthcare Strategy |
Group Leaders |
| Bank of America |
New York - US |
Media/Tel Strategy |
Group Leaders |
| Canaccord |
Toronto - Canada |
Institutional Equity Onsite |
50 Research, Sales, and Trading Professionals |
| ABN AMRO |
London - UK |
TMT Strategy |
Management Group |
| ABN AMRO |
London - UK |
FIPS Strategy |
Management Group |
| PwC |
London - UK |
Partner/Director Offsite - Privatizations Group |
20 Business Leaders |
| Bank of America |
New York - US |
FIG Strategy |
Management Group |
| Bank of America |
New York - US |
General Industries Strategy |
Management Group |
| Bank of America |
New York - US |
Natural Resources Strategy |
Management Group |
| TD Securities |
Toronto - Canada |
Investment Banking Leaders Offsite |
Business Leaders |
| Rothschild |
Frankfurt - Germany |
Consumer Offsite |
60 MDs and VPs |
| Bank of America |
New York - US |
Media Telecom Offsite |
30 MDs and VPs |
| BMO Capital Markets |
Toronto - Canada |
Management Meeting - Capital Markets |
Management Team |
| JP Morgan |
New York – US |
Senior Bankers – Session 1 & 2 |
150 Senior Bankers and Leadership |
| TD |
Toronto - Canada |
Secondary Equity Markets Offsite |
130 Secondary Markets Professionals |
| TD |
Toronto - Canada |
Fixed Income Group Presentation |
45 Bond Sales, Trading Professionals |
| ABN AMRO |
London - UK |
Executive Committee Strategy Session |
15 Exco Members |
| Auerbach Grayson |
London – UK |
Global Partners Conference |
110 Broker Leaders |
| Rothschild |
New York - US |
Partners Offsite |
130 Partners - Global |
| CDP Capital |
Montreal - Canada |
Capital Group Presentation |
Portfolio Management Group |
| PwC |
London - UK |
Partners Offsite |
M&A Partners |
| Bank of America |
New York - US |
General Industries Management Team |
Management Team |
| Bank of America |
New York - US |
Energy Management Team |
Team Leaders |
| Bank of America |
New York - US |
ECM Management Team |
Team Leaders |
| Bank of America |
New York - US |
Telecom Leaders |
Team Leaders |
| ABN |
London - UK |
M&A / ECM |
Management Team |
| Bank of America |
New York - US |
Overall Results GCIB |
Management Team |
| Bank of America |
New York - US |
FIG Management Team |
Management Team |
| Bank of America |
New York - US |
Power Management Team |
Team Leaders |
| Bank of America |
London - UK |
European Management Team |
Management Team |
| Bank of America |
London - UK |
BAS-Consumer/Retail |
Team Leaders |
| Bank of America |
New York - US |
General Industries Group |
Management Team |
| Bank of America |
New York - US |
ECM-Origination Offsite |
30 ECM Professionals |
| RBS |
London - UK |
Presentation to Top 40 |
Top 40 Leadership |
| Rothschild Canada |
Quebec City - Canada |
TopGun Performance Offsite |
Management Committee and Senior Bankers |
| ABN Rothschild |
Paris - France |
ECM Global Management Offsite |
30 Senior ECM Professionals, and JV Leaders |
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