Conference Details

18th Annual Financial Institutions Conference
Date(s) May 9, 2016 to May 11, 2016
Location Denver Marriott City Center, Denver, CO
Registration   Conference Registration
Summary The Financial Institutions Conference will be held at the Denver Marriott City Center, 1701 California Street, Denver, CO 80202.

For more information, please contact your D.A. Davidson Salesperson at 800.755.7848 or April Figone, VP, Marketing & Corporate Access, at 503.619.4948,

Webcast: Click Here

Monday, May 9, 2016

Noon Summit Registration and Boxed Lunch (Registration Desk, Lower Level 2)

1:00 pm Welcome Remarks (Denver Ballroom, Lower Level 2)

1:10 pm Research Analyst Commentary

    Jeffrey Rulis, Senior Vice President, Senior Research Analyst Gary Tenner, CFA, Senior Vice President, Senior Research Analyst Kevin Reevey, Vice President, Senior Research Analyst

1:50 pm Panel: Key Legal and Regulatory Issues Facing Banks Today

    Joshua Dean, Partner, Sheppard Mullin Richter & Hampton LLP Chet Fenimore, Managing Partner, Fenimore, Kay, Harrison & Ford, LLP Rob Fleetwood, Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP Moderator: Ramsey Gregg, Managing Director, Investment Banking, D.A. Davidson

2:30 pm Keynote Speaker

    John Eggemeyer, Founder & Managing Principal, Castle Creek Capital LLC

3:30 pm Break

3:40 pm Micro-Cap Bank Matters

    Michael Natzic, Senior VP, Financial Advisor, D.A. Davidson

4:00 pm Debt Capital Markets Overview

    Rob Bonds, Vice President, Fixed Income Strategist

4:20 pm Panel: M&A Discussion with Bank CEOs and Investment Bankers

    Michael “Mick” Blodnick, President & CEO, Glacier Bancorp, Inc. Edward Wehmer, President & CEO, Wintrust Financial Corp. Rory McKinney, Managing Director, Co-Head of Investment Banking, D.A. Davidson Steve Nelson, Managing Director, Investment Banking, D.A. Davidson Moderator: Joseph Stieven, Chairman & CEO, Stieven Capital Advisors, LP

5:00 pm Summit Wrap Up

5:30 pm to 7:30 pm Welcome to the Financial Institutions Conference Reception - Sponsored by S&P Capital IQ, Tavern Downtown, 2949 Market Street, Denver

Tuesday, May 10, 2016

7:00 am - Registration & Continental Breakfast

8:00 am

  • BBCN Bancorp (BBCN)
  • Heritage Financial Corporation (HFWA)

8:35 am

  • Banc of California (BANC)
  • 1st Source Corporation (SRCE)

9:10 am

  • Washington Federal Inc. (WAFD)
  • TriCo Bancshares (TCBK))

9:55 am

  • Cascade Bancorp (CACB)
  • BofI Holding, Inc. (BOFI)

10:30 am

  • Umpqua Holdings Corporation (UMPQ)
  • Southwest Bancorp (OKSB)

11:05 am

  • First Busey Corporation (BUSE)
  • Heartland Financial USA Inc (HTLF)

11:45 am Lunch Speaker - “Group Think and Team Dynamics, Behind the Film” Interactive AV Experience with Chris Anthony, Professional Skier & member of the Warren Miller Film Team

1:15 pm

  • Texas Capital Bancshares (TCBI)
  • Enterprise Financial Services Corp (EFSC)

1:50 pm

  • Prosperity Bancshares, Inc. (PB)
  • Wintrust Financial Corporation (WTFC)

2:25 pm

  • PrivateBancorp, Inc. (PVTB)
  • First Foundation, Inc. (FFWM)

3:10 pm

  • First Business Financial Services, Inc. (FBIZ)
  • Preferred Bank (PFBC)

3:45 pm

  • Pacific Continental Corporation (PCBK)
  • Central Valley Community (CVCY)

4:20 pm

  • People's Utah Bancorp (PUB)
  • SLM Corp. (SLM)

Wednesday, May 11, 2016

7:00 am - Registration & Continental Breakfast

8:00 am- 11:40 am 1x1 Meetings

11:35 am Boxed Lunches

Important Disclosures :: Copyright 2005 - 2016 D.A. Davidson & Co., member SIPC