Transcript Equity Research - Northern Trust

2009
FALL FOCUS
INVESTMENT CONFERENCE
Equity Research Overview
Matthew Peron
Director of Equity Research, NTGI
© 2009 Northern Trust Corporation
northerntrust.com
Equity Research Platform


Mission: Provide Independent
Fundamental Analysis
 Industry
& Company Analysis
 Security
Selection
Team of Experienced Analysts
 Typically
have many years of
experience in their sector
 Focus
2
2009 Fall FOCUS Investment Conference
on primary research
Equity Research Process
FOCUS Research
Monthly
Sector
Overview
Quarterly
Investment
Thesis
Update
Thematic
Reports
Proprietary Fundamental Research
Superior Company & Industry Knowledge
Team of Experienced Sector Specialists
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2009 Fall FOCUS Investment Conference
An Experienced Team of Sector Specialist
NTGI Equity Research Department
Independent, nonbiased, fundamental process with proprietary financial projections
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Name
Title
Entered
Industry
Matthew Peron
Director of Equity Research, NTGI
1990
Analysts
Industry Coverage
Joined
Firm
2005
Ellen Baras
Marty Bukoll, JD.
Michael Drucker
Alec Harrell, CFA
Consumer: Staples, Specialty Retail and Softlines
1991
2002
Healthcare: Pharmaceuticals, Biotechnology
1970
1996
Health Care: Services, Medical Devices and Supplies
1992
2005
Financials: Insurance, Asset Managers, REITs
2002
2007
Jackson Hockley, CFA
Bill Hurley, CFA
William Hyatt, CFA
Deborah Koch, CFA
Christopher Shipley
Sunitha Thomas, CFA
Edward Trafford, CFA
Energy
1985
2001
Utilities, Alt. Energy & Technology: Semiconductors and Handsets
1998
2004
Media, Leisure, Entertainment, Business Services
1978
1986
Technology: Hardware, Communication Equipment, and Software
1985
2003
Financials: Banks, Brokers, Specialty
1997
2000
Diversified Industrials
1994
2004
Materials, Machinery, Transports
2000
2006
Brett Varchetto
Consumer: Hardlines, Restaurants
1994
2001
Average Years in Industry
18
2009 Fall FOCUS Investment Conference
2009
FALL FOCUS
INVESTMENT CONFERENCE
Thank you.
Matthew Peron
Director of Equity Research, NTGI
© 2009 Northern Trust Corporation
northerntrust.com