SEI Investments (SEIC) FY Conference June 05, 2025 10:20 AM ET Speaker0 Good morning, everyone. So why don't we go ahead and get started? My name is Jeff Schmidt. I cover wealth tech stocks here at William Blair. And I'd like to introduce SEI Investments. They provide outsourced technology and investment solutions to banks, financial institutions, asset managers. They they manage and service 1,600,000,000,000.0 of client assets now. We have with us today Sean Denham. He's the CFO. Thanks for joining us, Sea ...

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 ...

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 ...

Qiagen (QGEN) 2025 Conference June 05, 2025 09:55 AM ET Speaker0 Okay. Thanks. Speaker1 I think, Roland, maybe I'll just start off with a higher level question. You've done a lot in terms of reshaping the portfolio. You're buying stock. You've got, you know, expanding margins. You're you're doing all the right things. I think are there areas areas you think you could be doing more and what do you Speaker2 think is Speaker1 most underappreciated right now? Speaker2 First thing that I'm going to do is buy a n ...

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 ...

Phathom Pharmaceuticals (PHAT) 2025 Conference June 05, 2025 09:55 AM ET Speaker0 Alright. Great. Welcome everybody to day two of the Jefferies Healthcare Conference in New York. My name is Dennis Ding, a biotech analyst here at Jefferies and I have the great pleasure of having Fathom Pharmaceuticals here with us. We have CEO, Steve Vasta. Welcome. Speaker1 Thank you Dennis. Appreciate the opportunity to be here. Speaker0 So before we kinda get into the questions, I would love if you can give a broad overvi ...

Atai Life Sciences (ATAI) 2025 Conference June 05, 2025 09:55 AM ET Speaker0 Okay. So we're gonna get started with our next session. I'm Andrew Tsai, senior biotech analyst at Jefferies. Thanks for tuning in, And it's my pleasure to have the Etai team with me. To my direct left, Srini Rao, CEO, and to his left, Christian Engermeyer, founder cofounder of Etai. Welcome both of you. Speaker1 Thank you very much. Thanks for having us. Speaker0 Thanks. Maybe to start, help us frame the ATAi strategy briefly, wha ...

Vaxcyte (PCVX) 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. Speaker0 Aw ...