Citi Was Top Conference Sponsor in Q3 2018


Citibank was the leading sponsor of investment conferences in the third quarter of 2018, edging out JP Morgan and Credit Suisse, according to investor relations platform provider Virtua.

The 797 second quarter events tracked by Virtua’s StockConferenceCalendar service were a 32% decline from the 1167 conferences held in the busy second quarter of 2018, largely attributable to seasonality since the third quarter tends to see fewer conferences generally.  The number of conference organizers decreased by 21% in the quarter to 262 providers from 332 the previous quarter.

The top three sponsors – Citi, JP Morgan and Credit Suisse which tied with International Data Corporation (IDC) for third – each organized over twenty conferences during the quarter, collectively representing 13% of the total.

New York remained the most popular location, garnering 11% of the total third quarter conferences, down from an 16% share the previous quarter.  London remained the second most frequently used venue at 9%.  Singapore and Hong Kong were the next most popular locations.

Financials were the most common conference subject, reflecting a diversity of topics such as fixed income and macroeconomic themes.  Outside of financial, technology was the next most popular sector theme, followed by energy.

The analysis is based on data supplied by Virtua StockConferenceCalendar, considered to be the largest global database of investment conferences and presenters. Virtua is a financial services technology company focused on providing platform-based analytical tools and services tailored to the workflow needs of Investor Relations (IR) professionals and publicly traded issuers.  Although the firm is headquartered in Boston, much of the analysis and data collection is done in India.

Virtua acquired StockConferenceCalendar in 2015 from Dremer IR Counsel, an IR consulting company.

Our Take

High touch services such as conferences and other events are one of the more highly valued research products. Large investment banks have been among the most active conference sponsors because they have been traditionally paid through commission trading.  Despite pressures on cash equities margins from market and regulatory forces, banks continue to be among the top conference sponsors.


About Author

Sandy Bragg is a principal at Integrity Research Associates. He has over thirty years experience as an investment research professional. Prior to joining Integrity in 2006, he was an Executive Managing Director at Standard & Poors, managing S&P’s equity research business and fund information properties. Sandy has an MBA from New York University and BA from Williams College. Email:

Leave A Reply