As the largest full-service investment banking firm
headquartered in the Southwest, Southwest
Securities, Inc. is ideally positioned to serve the
needs of entrepreneurial and growing companies
based regionally. Client engagements are managed
by specialized industry practice groups and led by senior-level investments bankers, each of whom has a
minimum of 15 years experience in financial transactions and extensive industry segment expertise. Southwest
Securities, Inc. cultivates and maintains long-term client relationships and provides services to companies in a
variety of industries. Through significant public and private company transaction experience gained across a
variety of industry segments, senior bankers have developed unique, targeted industry expertise in the
Business Services & Outsourcing and Manufacturing & Materials industry segments. More information can be
found at www.swst.com
headquartered in the Southwest, Southwest
Securities, Inc. is ideally positioned to serve the
needs of entrepreneurial and growing companies
based regionally. Client engagements are managed
by specialized industry practice groups and led by senior-level investments bankers, each of whom has a
minimum of 15 years experience in financial transactions and extensive industry segment expertise. Southwest
Securities, Inc. cultivates and maintains long-term client relationships and provides services to companies in a
variety of industries. Through significant public and private company transaction experience gained across a
variety of industry segments, senior bankers have developed unique, targeted industry expertise in the
Business Services & Outsourcing and Manufacturing & Materials industry segments. More information can be
found at www.swst.com
LKCM and its professionals are dedicated and committed to serving the individual
investment objectives and goals of the firm's clients. Mr. King founded the firm on these
ideals and they continue to serve as the foundation of LKCM's firm culture. LKCM
believes that these ideals, coupled with its proprietary investment strategy, have enabled
it to successfully serve clients for over 25 years. More information can be found at www.lkcm.com
investment objectives and goals of the firm's clients. Mr. King founded the firm on these
ideals and they continue to serve as the foundation of LKCM's firm culture. LKCM
believes that these ideals, coupled with its proprietary investment strategy, have enabled
it to successfully serve clients for over 25 years. More information can be found at www.lkcm.com
Throughout the firm's history, NFJ Investment Group LP (NFJ) has been unwavering in
its commitment to a dividend-focused value approach to stock investing. Founded in
1989 in Dallas by Chris Najork, Ben Fischer, and John Johnson, NFJ now manages
assets for a sizable list of institutional and private clients through managed account
programs and retail mutual funds, which are both offered through Allianz Global
Investors. As of March 31, 2008, NFJ had assets under management of more than $35.5 billion. You can find
out more information at the following link
its commitment to a dividend-focused value approach to stock investing. Founded in
1989 in Dallas by Chris Najork, Ben Fischer, and John Johnson, NFJ now manages
assets for a sizable list of institutional and private clients through managed account
programs and retail mutual funds, which are both offered through Allianz Global
Investors. As of March 31, 2008, NFJ had assets under management of more than $35.5 billion. You can find
out more information at the following link
Capital Institutional Services - For 30 years, CAPIS has been one
of the industryʼs top institutional brokerages and independent
research providers. As an agency broker, the firm's independence
allows it to address the diverse needs of asset managers and plan
sponsors while remaining objective and unbiased in providing the best possible research and execution
services. CAPIS offers its clients access to eminent third-party products and research services which can be
remunerated on an award basis, where value is discovered, purchased through research credits, or subscribed
to directly. With such flexibility, you have the advantage of in-depth, diverse market analysis from providers
uninfluenced by corporate conflicts of interest. CAPIS is pleased to represent the following independent
research providers in the CAPIS Independent Research Network: Farmhouse Equity Research: fundamental
equity and channel checks; JET Investment Research: fundamental and technical methods with over 250
company visits per year; Opportunity Research Group: distressed securities, post-bankruptcy, and turn-around
situations; Moss Creek Capital: fundamental software research and channel checks; Trend Macrolytics:
macroeconomic and geo-political analysis; Next Energy Group: alternative energy industry coverage; Probe
Financial Associates: digital media, wireless, cable, satellite, and telecom coverage; Irevna Research:
customized research and analysis outsourcing provider. For more information on our network of providers,
contact Mario Shane, Director of Research Sales at 214.978.4772.
of the industryʼs top institutional brokerages and independent
research providers. As an agency broker, the firm's independence
allows it to address the diverse needs of asset managers and plan
sponsors while remaining objective and unbiased in providing the best possible research and execution
services. CAPIS offers its clients access to eminent third-party products and research services which can be
remunerated on an award basis, where value is discovered, purchased through research credits, or subscribed
to directly. With such flexibility, you have the advantage of in-depth, diverse market analysis from providers
uninfluenced by corporate conflicts of interest. CAPIS is pleased to represent the following independent
research providers in the CAPIS Independent Research Network: Farmhouse Equity Research: fundamental
equity and channel checks; JET Investment Research: fundamental and technical methods with over 250
company visits per year; Opportunity Research Group: distressed securities, post-bankruptcy, and turn-around
situations; Moss Creek Capital: fundamental software research and channel checks; Trend Macrolytics:
macroeconomic and geo-political analysis; Next Energy Group: alternative energy industry coverage; Probe
Financial Associates: digital media, wireless, cable, satellite, and telecom coverage; Irevna Research:
customized research and analysis outsourcing provider. For more information on our network of providers,
contact Mario Shane, Director of Research Sales at 214.978.4772.
Business Wire - Business Wire, a wholly owned subsidiary of Berkshire
Hathaway, electronically disseminates news releases daily to the media, the
Internet, online services and databases, and the global investment
community in 150 countries in 45 languages. Thousands of companies and
organizations depend on Business Wire to transmit their full-text news releases, regulatory filings, photos
and other multimedia content to journalists, financial professionals, investor services, regulatory authorities
and the general public worldwide. Business Wire has 24 U.S. offices, Paris, Frankfurt, London, Brussels,
Tokyo and Sydney offices, and reciprocal offices throughout the world. You can find out more about
Business Wire at www.businesswire.com
Hathaway, electronically disseminates news releases daily to the media, the
Internet, online services and databases, and the global investment
community in 150 countries in 45 languages. Thousands of companies and
organizations depend on Business Wire to transmit their full-text news releases, regulatory filings, photos
and other multimedia content to journalists, financial professionals, investor services, regulatory authorities
and the general public worldwide. Business Wire has 24 U.S. offices, Paris, Frankfurt, London, Brussels,
Tokyo and Sydney offices, and reciprocal offices throughout the world. You can find out more about
Business Wire at www.businesswire.com
Hodges Capital Management -
Founded in 1989 and based in Dallas
Texas, Hodges Capital Management is an
investment advisory firm, managing
assets for individuals and institutions. Hodges Capital Management is also the advisor to a proprietary
no-load mutual fund, The Hodges Fund (HDPMX). The Hodges Fund was awarded the best Multi-Cap Core
for each of the last two years by Lipper Analytical Services. For more information, visit
www.hodgescapital.com
Founded in 1989 and based in Dallas
Texas, Hodges Capital Management is an
investment advisory firm, managing
assets for individuals and institutions. Hodges Capital Management is also the advisor to a proprietary
no-load mutual fund, The Hodges Fund (HDPMX). The Hodges Fund was awarded the best Multi-Cap Core
for each of the last two years by Lipper Analytical Services. For more information, visit
www.hodgescapital.com
Brazos Capital Management - Brazos Capital Management ("Brazos
Capital"), formerly John McStay Investment Counsel, manager to the Brazos
Mutual Funds, is located in Dallas, Texas and provides a variety of domestic
equity, growth-oriented investment services to its institutional clients. The Brazos Mutual Funds: Micro
Cap, Small Cap, Mid Cap, and Growth Funds are managed by the same team of investment professionals
as the firm's separately managed accounts, and the same investment philosophy and process are used for
the Funds. Since its inception in 1996, Brazos has focused primarily on managing small-to-mid cap growth
portfolios. www.brazoscapital.com
Capital"), formerly John McStay Investment Counsel, manager to the Brazos
Mutual Funds, is located in Dallas, Texas and provides a variety of domestic
equity, growth-oriented investment services to its institutional clients. The Brazos Mutual Funds: Micro
Cap, Small Cap, Mid Cap, and Growth Funds are managed by the same team of investment professionals
as the firm's separately managed accounts, and the same investment philosophy and process are used for
the Funds. Since its inception in 1996, Brazos has focused primarily on managing small-to-mid cap growth
portfolios. www.brazoscapital.com
The CFA Society of Dallas/ Fort Worth (CFADFW) - With more than 1,000
members, the CFADFW is one of the largest chapters of the the CFA Institute.
With more than 50,000 members, the CFA Institute is a professional investor
organization that helps set professional and ethical standards for investors around the world. You can find
out more about he CFADFW at www.cfadfw.org
members, the CFADFW is one of the largest chapters of the the CFA Institute.
With more than 50,000 members, the CFA Institute is a professional investor
organization that helps set professional and ethical standards for investors around the world. You can find
out more about he CFADFW at www.cfadfw.org
| Beacon Street Group Presents The 6th Annual SOUTHWESTERN SHOWCASE Investor Conference Co-Sponsored by the CFA Society of Dallas/ Fort Worth |
NYSE Euronext (NYX) operates the world’s leading and most liquid exchange
group, and seeks to provide the highest levels of quality, customer choice
and innovation. Its family of exchanges, located in six countries, includes the
New York Stock Exchange, the world's largest cash equities market;
Euronext, the Eurozone's largest cash equities market; Liffe, Europe's
leading derivatives exchange by value of trading; and NYSE Arca Options, one of the fastest growing U.S.
options trading platforms. NYSE Euronext offers a diverse array of financial products and services for
issuers, investors and financial institutions in cash equities, options and derivatives, ETFs, bonds, market
data, and commercial technology solutions. As the world’s largest exchange group by number of listings
and market capitalization, NYSE Euronext is home to over 4,400 listed companies representing a combined
$26.7 / 17.1€ trillion (as of June 30, 2008) in total global market capitalization, more than four times that of
any other exchange group. NYSE Euronext's equity exchanges transact an average daily trading value of
approximately $157.0 /102.7€ billion (as of June 30, 2008), which represents more than one-third of the
world's cash equities trading. NYSE Euronext is part of the S&P 500 index and the only exchange operator
in the S&P 100 index. For more information and free real-time stock prices for all NYSE-listed securities,
please visit www.nyx.com.
group, and seeks to provide the highest levels of quality, customer choice
and innovation. Its family of exchanges, located in six countries, includes the
New York Stock Exchange, the world's largest cash equities market;
Euronext, the Eurozone's largest cash equities market; Liffe, Europe's
leading derivatives exchange by value of trading; and NYSE Arca Options, one of the fastest growing U.S.
options trading platforms. NYSE Euronext offers a diverse array of financial products and services for
issuers, investors and financial institutions in cash equities, options and derivatives, ETFs, bonds, market
data, and commercial technology solutions. As the world’s largest exchange group by number of listings
and market capitalization, NYSE Euronext is home to over 4,400 listed companies representing a combined
$26.7 / 17.1€ trillion (as of June 30, 2008) in total global market capitalization, more than four times that of
any other exchange group. NYSE Euronext's equity exchanges transact an average daily trading value of
approximately $157.0 /102.7€ billion (as of June 30, 2008), which represents more than one-third of the
world's cash equities trading. NYSE Euronext is part of the S&P 500 index and the only exchange operator
in the S&P 100 index. For more information and free real-time stock prices for all NYSE-listed securities,
please visit www.nyx.com.
Haynes and Boone, LLP is an international corporate
law firm with 10 offices throughout Texas, Washington,D.C.,
Mexico City, Moscow and New York, and provides a full
spectrum of legal services to clients around the world. With
more than 450 attorneys, Haynes and Boone is ranked
among the largest law firms in the nation by National Law
Journal. The firm has been recognized as one of the "20 Best Law Firms to Work For" (Vault.com, 2004), one of
the "Best Corporate Law Firms in America" (Corporate Board Member Magazine, 2001-2004) and has received
the Minority Corporate Counsel Association’s 2002 Thomas L. Sager Award for commitment to diversity.
law firm with 10 offices throughout Texas, Washington,D.C.,
Mexico City, Moscow and New York, and provides a full
spectrum of legal services to clients around the world. With
more than 450 attorneys, Haynes and Boone is ranked
among the largest law firms in the nation by National Law
Journal. The firm has been recognized as one of the "20 Best Law Firms to Work For" (Vault.com, 2004), one of
the "Best Corporate Law Firms in America" (Corporate Board Member Magazine, 2001-2004) and has received
the Minority Corporate Counsel Association’s 2002 Thomas L. Sager Award for commitment to diversity.
Aspen Advisors, LP (“Aspen”) is an investment bank focused
on the needs of small to middle market companies and
investors. The firm’s highly skilled team possesses many years
of experience helping both public and private companies with a
variety of investment banking services including raising private equity and debt capital, selling or buying
companies and recapitalizations. The firm has long-term relationships with private equity funds as well as
makes direct investments from its merchant banking division, MVPS, LLC. In addition, the firm provides
outsourced merger, acquisition and corporate development teams for both public and private companies.
Aspen has advised and invested in many diverse industries including consumer products, food and
beverage, broadcasting, chemicals, energy, financial services, healthcare, manufacturing, media, retail,
technology, telecommunications, and waste management. Collectively, the team has executed advisory
transactions with over $5 billion in transaction value and completed financings for over $1 billion. An affiliate
of Aspen is a registered broker / dealer with the Financial Industry Regulatory Authority (FINRA).
www.AspenAdvisors.com
on the needs of small to middle market companies and
investors. The firm’s highly skilled team possesses many years
of experience helping both public and private companies with a
variety of investment banking services including raising private equity and debt capital, selling or buying
companies and recapitalizations. The firm has long-term relationships with private equity funds as well as
makes direct investments from its merchant banking division, MVPS, LLC. In addition, the firm provides
outsourced merger, acquisition and corporate development teams for both public and private companies.
Aspen has advised and invested in many diverse industries including consumer products, food and
beverage, broadcasting, chemicals, energy, financial services, healthcare, manufacturing, media, retail,
technology, telecommunications, and waste management. Collectively, the team has executed advisory
transactions with over $5 billion in transaction value and completed financings for over $1 billion. An affiliate
of Aspen is a registered broker / dealer with the Financial Industry Regulatory Authority (FINRA).
www.AspenAdvisors.com
