Category Archives: On the Road

CCM On the Road: Wells Fargo Healthcare Conference

We recently had the chance to attend the annual Wells Fargo Healthcare Conference held in Boston. It is a great event with management teams from over 100 publicly traded healthcare companies making presentations to an audience of analysts, investors, and portfolio managers. These presenting companies run the gamut from small biotechnology firms to health analytics companies to household names like Johnson & Johnson and Medtronic. We go into this conference each year with the three goals: to get a progress report on the names currently in our portfolio; to find some new potential candidates on which to focus our future research; and to learn something new about the industry.

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CCM On the Road: Bill Cox & Ethan Brown Attend Federal Realty’s Investor Day

Chief Investment Officer Bill Cox and Portfolio Manager Ethan Brown pictured with Federal Realty’s General Counsel Dawn Becker.

For those of you that know us well, you know that meeting with companies and doing comprehensive research is embedded in the DNA of our firm. It’s how the business was built over 20 years ago. As part of our ongoing due diligence, we frequently meet with and check-in with the management teams of the companies in our portfolios. We have been investors in Federal Realty (FRT) for many years now, and we recently had the opportunity to attend their Investor Day. We were greeted by Dawn Becker (shown above) who gave us the lay of the land and told us about some upcoming projects that Federal Realty is working on. You may or may not be familiar with Federal Realty, but you are probably more familiar with Assembly Row – Somerville’s premier retail center which includes retail outlets, restaurants, a movie theater and apartments (and will also be PUMA’s new North American headquarters) – only a stone’s throw away from downtown Boston. Federal Realty is the mastermind behind this giant project, and they have several more high-profile office and retail centers located in urban areas around the U.S.

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