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Our Paradigm

WJB Capital Group's premier trading and execution platform is complemented by a robust Corporate Access model.

Since WJB does not have proprietary research or investment banking, we act as an unbiased conduit to foster relationships between corporate management and our institutional clients.

WJB utilizes a two-pronged approach in our Institutional Corporate Access paradigm:

  • Form partnerships with publicly traded companies with limited sell-side coverage within the small and mid-cap space to allow our clients access to management via: conference calls, management meetings/one-on-one's and customized non-deal road shows.

  • Creatively target more widely-covered publicly traded companies while introducing them to a qualified investor pool largely untouched by bulge bracket firms.

For our Buy-Side Clients

Our Corporate Access team has strong relationships with C-level executives across all industry sectors. We introduce our clients to senior management and industry experts through conference calls, individually tailored group or one-on-one meetings and non deal road shows. Innovative and forward thinking, the team is constantly looking ahead for themes and interests that will provide alpha to our clients.

For our Corporate Partners

It is our passion to connect executive management with a qualified pool of investors knowledgeable about your industry and interested in hearing your story. Our seasoned Corporate Access team has extensive and long-standing relationships with senior fund managers. Utilizing this experience, they vet the 15,000 buy-side firm universe to target key decision makers within investment funds focused on your sector.

Recent Corporate Access Events

       Milwaukee Industrial Trip

       Dallas Energy Bus Tour

       Expert Call with Dr. Barbara Burton

       Houston Energy Infrastructure Bus Tour

       Biotech Bus Tour

       SoCal Tech Bus Tour

       Expert Call on RA Drugs

       Silicon Valley Tech Bus Tour

       Slides for PMTI (Palomar Medical Technologies Inc.)

       Houston Energy Field Trip

       NYSE Euronext/WJB Capital Growth Conference

       Milwaukee, WI "Industrial" Field Trip

       Houston, TX "Oil Services" Field Trip

       Minneapolis, MN Fall "Generalist" Field Trip

Non-Management Sector / Themed Calls:

       "Telecom Carrier CapEx and Implications for Equipment Vendors"; Cardinal Research

       "A Good Time for a Hard Look at Nokia"; JRPG Research

       "Motorola: Breaking Up is Hard to Do"; JRPG Research

       "Spectrum Valuation: Nextwave and others"; JRPG Research

       "Sprint: Is it worth anything to anyone?"; JRPG Research


*Listen to Recent Calls*

Recent Access

ARAY
AUXL
ADCT
ADTN
AG
ALC
ALVR
ATU
AOS
BEE
BJS
BLDR
BMI
BMRN
BRC
BQI
BUCY
CASY
CIEN
CTV
CPX
CRR
CREE
CRL
CRNT
CVD
DCI
DRC
ECL
ECLP
ESC
FCFS
FNSR
FRG
FRPT
GLF
GPRO
GSS
HLIT
INFN

IWOV
JOYG
LDSH
LNN
MTW
MAN
MAG
MEND
MKTX
MTSC
NCS
NLC
NG
NTG
OII
OIS
OSK
PGI
PCU
PDCO
PCTI
PNR
PAAS
POSS
PDE
PWR
RBC
RDC
RSYS
SPN
STJ
SSYS
TDW
TESS
TLAB
TLGD
TKLC
TTC
VMI
ZOLL

 
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