• Responsible for managing the program’s investment advisors and industry analysts, assisting in the development of the analyst workshops and the Burkenroad Reports Investment Conference, and serving as a liaison between the program and the management teams of the companies under coverage.
• Analysts meet with top management; visit company sites; develop pro forma financial models; and publish investment research reports on over 40 small-cap companies in six southern states, which are distributed to more than 16,000 institutional research analysts.