Eastman Chemical Company (EMN) FY Conference June 05, 2025 12:30 PM ET Speaker0 Maybe I'll jump a little bit to the segment level, if that's okay, and we can hit those at a high level. Our Additives and Functional Products business, we said would be moderately down sequentially on the Q1 call. With the pause in the tariffs and also the stable end markets, we actually see our Additives and Functional Products performing well and expect that it will actually be similar, if not a little better compared to Q1. ...

Affirm (AFRM) FY Conference June 05, 2025 12:20 PM ET Speaker0 Okay. Thank you all for joining us. I know it's been a long, but productive three days, and I think we're ending it on a high note with firm. Let me, just read the disclosures here quickly. So my name is Andrew Jeffrey. I'm the fintech analyst at William Blair, and I'm required to inform you that complete list of research disclosures or potential conflicts of interest is on our website at williamblair.com. My pleasure to be able to introduce Mic ...

The Cooper Companies (COO) FY Conference June 05, 2025 12:20 PM ET Speaker0 Alright. Good afternoon, everyone. Thank you for coming out and surviving and making it to the last meeting of the William Blair gross dot conference. Really appreciate you guys all being here. My name is Margaret Kayser Andrew. I am the analyst here at William Blair, that covers Cooper Companies. I am required to inform you that you can find a complete list of research disclosures and conflicts of interest at williamblair.com. With ...

APi Group (APG) FY Conference June 05, 2025 12:20 PM ET Speaker0 We're good to go. Thanks everyone for joining. My name is Tim Mulrooney. I'm the research analyst here at William Blair that covers API Group, and 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. That's the last time I have to do that this this week. So API is a leader of fire and life safety solutions, and they've got a specialty infra ...

Dutch Bros (BROS) 2025 Conference June 05, 2025 12:15 PM ET Speaker0 Afternoon, everyone. Welcome to the session for Dutch Bros. I'm David Tarantino, the restaurant and coffee analyst at Baird. Dutch Bros is an operator and franchisor of just over a thousand beverage focused shops. The brand is very unique, mostly drive through operation and delivers that with exceptional hospitality. And that has led to really good returns on capital for their locations and a lot of room for growth in our view. We have two ...

Celanese (CE) FY Conference June 05, 2025 11:50 AM ET Speaker0 Thank you and good morning. My name is Dave Begleiter of the U. S. Pembos team here at Deutsche Bank. Next up is the team from Celanese led by Scott Richardson. Scott became CEO January first. He spent over twenty years at Celanese in various roles in Asia and U. S. Driving value and outcomes. So a lot of happiness in Celanese the last couple of years. We'll have Scott make a few brief comments around where they are today. We'll go into the fire ...

Candel Therapeutics (CADL) 2025 Conference June 05, 2025 11:40 AM ET Speaker0 Morning, everybody. Welcome to the Jefferies Global Healthcare Conference. My name is Brett Gallagher with the Healthcare Investment Banking team. It's now my pleasure to invite Paul Peter Tock from Candel Therapeutics up to the stage. Speaker1 Thank you very much. A very good morning, everybody. It's great to be here and to present our programs at Candel Therapeutics. We are focused on the development of viral immunotherapies for ...

Donaldson Company (DCI) FY Conference June 05, 2025 11:40 AM ET Speaker0 Okay. We'll go ahead and get started. Thank you all for coming to the Donaldson presentation. I'm Brian Draub, the Industrial Technology Analyst at William Blair. I've covered Donaldson for seventeen years now. So today we're happy to have with us CEO, Todd Carpenter CFO, Brad Pogals. It's not Pogals. Pogals. Pogals. Pogals. Okay. Speaker1 Got it. Speaker0 See every detail and I blew one of them. And Sarka Dodwal, who is the Senior Dir ...

Jasper Therapeutics (JSPR) 2025 Conference June 05, 2025 11:40 AM ET Speaker0 Good morning, and welcome to Jefferies Global Healthcare Conference. My name is Matthew Bacora with the Jefferies Healthcare Investment Banking team. And it's with my great pleasure to introduce you to Ronald Martell, the CEO of Jasper Therapeutics. Speaker1 Thank you, Matthew. And on behalf of all of my colleagues at Jasper, we want to say thank you and really appreciate Jefferies for providing us this opportunity. Safe harbor st ...

Rambus (RMBS) 2025 Conference June 05, 2025 11:40 AM ET Speaker0 Thank you for joining us today. My name is Duxan Jang. I'm part of the US Semiconductors and Semicap Equipment team here at Bank of America. I'm very delighted to host the Rambus team today. Luke Seraphine, chief executive officer, and Desmond Lynch, chief financial officer. Thank you so much for coming. Speaker1 Thank you, Dickson. Did you have Speaker0 any disclosures that we might have to make? Or are we Speaker1 Yeah. We just encourage eve ...