THE SEVENTH ANNUAL JMP SECURITIES RESEARCH CONFERENCE
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Yo u A r e C o r d i a l l y I n v i t e d t o A t t e n d
THE SEVENTH ANNUAL JMP SECURITIES
RESEARCH CONFERENCE
May 19, 20 and 21, 2008
T H E R I T Z - C A R LT O N , SAN FRANCISCO
Please join us at the Seventh Annual JMP Securities Research Conference
on May 19, 20, and 21, 2008 at The Ritz-Carlton, San Francisco.
JMP Securities’ equity research coverage encompasses six broad growth
industries—Technology, Healthcare, Consumer, Real Estate, Financial
Services and Business Services—and this year’s event will showcase
nearly 250 primarily small-cap and mid-cap public companies in those
sectors as well as a number of high-profile private companies that are
impacting the marketplace today.
Our annual conference provides an ideal forum for discussion among premier
growth companies and institutional investors. The event enables management
teams and buyside professionals to engage each other in a setting designed
to promote in-depth disclosure and spur meaningful discussion.
Let JMP Securities host you for three full days in San Francisco, where you
will meet senior executives and industry peers, gain the latest insights and
enjoy a lively evening with comedian Frank Caliendo.
We look forward to seeing you in May.
CONFERENCE SCHEDULE
Monday, May 19
7:00 a.m. Registration and Continental Breakfast
8:00 a.m. – 12:00 p.m. Company Management Presentations
12:00 p.m. Luncheon and Company-Hosted Tables
12:30 p.m. Clean Technology Keynote Address and Panel Discussion
Clean Energy: The Future is Now
1:30 p.m. – 4:30 p.m. Company Management Presentations
Tuesday, May 20
7:30 a.m. Registration and Continental Breakfast
8:30 a.m. – 4:00 p.m. Company Management Presentations
12:00 p.m. Boxed Lunches Served
6:00 p.m. Cocktail Reception and Buffet Dinner at Bimbo’s 365 Club
8:00 p.m. Performance by Comedian Frank Caliendo
Wednesday, May 21
7:30 a.m. Registration and Continental Breakfast
8:30 a.m. – 3:00 p.m. Company Management Presentations
12:00 p.m. Boxed Lunches Served
3:00 p.m. Conference Concludes
LUNCHEON PANEL DISCUSSION PARTICIPANTS
John Bohn many of the nation’s most successful energy technology
Commissioner, California Public Utilities Commission companies. Ms. Floyd has personally led Nth Power’s invest-
ments in Silicon Energy (Nasdaq: ITRI), Northern Power
John Bohn is a Commissioner of the California Public Utilities
(Nasdaq: DESC), Smartsynch, Serveron, SpectraSensors,
Commission (CPUC). The CPUC regulates privately owned
Imperium Renewables, Propel Biofuels and Thetus.
utilities and plays a key role in making California a national
and international leader on a number of clean energy-related Ms. Floyd sits on the boards of ACORE (the American
initiatives and policies designed to benefit consumers, the Council on Renewable Energy) and the Center for Resource
environment and the economy. Solutions. She has been an advisor to the National Renewable
Energy Lab and was a board member of Sustainable Asset
In addition to his duties at the CPUC, Commissioner Bohn
Management in Zurich, Switzerland. Ms. Floyd also helped
was recently elected as a director of the National Endowment
organize the Northwest Business Leaders for Clean Energy
for Democracy in Washington, D.C. and to the Advisory
campaign and was appointed by Governor Ted Kulongoski
Board of the Yale Institute for Corporate Governance and
to serve on the Oregon Economic and Community
Performance. He also serves as trustee of Northern Trust
Development Commission.
Multi-Advisor Fund, an international investment fund, and
is a member of the Capital Markets Reform Commission,
Dr. Dan Kammen
chartered by the U.S. Chamber of Commerce to reevaluate Professor, Energy and Resources Group
the operation of U.S. capital markets in light of globalization. Director, Renewable and Appropriate Energy Laboratory
From 1989 through 1996, Commissioner Bohn served as University of California, Berkeley
President and Chief Executive Officer of Moody’s Investors Dan Kammen is a professor in the Graduate Group in Energy
Service. In 1981, Commissioner Bohn joined President and Resources, an interdisciplinary graduate department
Reagan’s administration. He served first as special assistant to at University of California, Berkeley, where he is also the
Treasury Secretary Don Regan and later as Executive Director founding director of the Renewable and Appropriate Energy
of the Asian Development Bank. In 1984, Commissioner Laboratory. Dr. Kammen’s focus is on renewable energy,
Bohn was appointed Vice Chairman of the Export Import energy policy and development. His work includes technical,
Bank of the United States and thereafter was made economic, social, policy and environmental analysis and
Chairman and President of the Bank, serving until 1989. activism of energy production and use. Prior to his tenure
at Berkeley, he was an Assistant Professor of Public and
Nancy Floyd International Affairs in the Woodrow Wilson School of Public
Founder and Managing Director , Nth Power and International Affairs at Princeton University, where he
Nancy Floyd is the founder of Nth Power, a San Francisco- helped to develop and then chair the interdisciplinary Science,
based venture capital firm that, in 1997, was the first to fund Technology, and Environmental Policy Program.
promising startup companies in the alternative energy sector Dr. Kammen advises the U.S. and Swedish Agencies for
and is today an icon in the clean technology venture capital International Development, the World Bank, the American
community. With more than $425 million under management, Academy of Arts and Sciences, the African Academy of
Nth Power is widely recognized as the driving force behind Sciences and the President’s Committee on Science and
LUNCHEON PANEL DISCUSSION PARTICIPANTS
Technology and is a member of the Intergovernmental Panel of high-quality emissions reductions for use as carbon offsets
on Climate Change. Dr. Kammen has testified before U.S. by corporate and institutional buyers.
House and Senate committees on energy and environmental
Dr. Rau was previously part of the Climate Change Services
issues. He also advised the New Apollo Energy Project, an
team in PricewaterhouseCoopers’s Energy Corporate Finance
initiative spearheaded by Sen. Maria Cantwell and Rep. Jay
practice in London, helping to develop and structure port-
Inslee, to replace the energy bill now before Congress with a
folios of carbon assets during the early days of the market
new bill emphasizing energy independence and weaning the
for clean development mechanisms, or CDMs—“carbon
country from a reliance on imported fossil fuels by 2010.
credits” established under the Kyoto Protocol that enable
industrialized countries with greenhouse gas reduction
Jaclyn Marks
commitments to invest in projects that reduce emissions
Policy Analyst, California Public Utilities Commission
in developing countries in order to offset emissions in their
Jaclyn Marks is a policy analyst in the Energy Division of own nations. Additionally, Dr. Rau has designed Kyoto
the California Public Utilities Commission, or CPUC, where response strategies for multinational corporations. He has
she works on the design and implementation of the state’s worked with numerous clients, such as McKinsey &
utility-scale renewable energy programs. She is currently Company, Rio Tinto, News Corporation, Electricite de
focused on policy design for a proposed renewable resource France and CSIRO, on carbon-related issues and co-authored
program and previously assisted in the development of the the original version of the Voluntary Carbon Standard, the
California Solar Initiative’s research, development, and most widely accepted standard for voluntary, non-Kyoto
demonstration program. Until recently, Ms. Marks served offset projects.
as an advisor to a Commissioner of the CPUC on all clean
energy and electricity policy matters that came before the Fred Wellington, CFA
commission. Prior to working for the CPUC, Ms. Marks Managing Consultant, Energy Practice
worked for the Inter-American Development Bank analyzing Navigant Consulting
renewable energy options in Brazil, and at Community
Fred Wellington is a Managing Consultant in the energy
Energy, a wind energy marketer and developer.
practice of Navigant Consulting. Mr. Wellington focuses
on the financial and competitive impacts of greenhouse gas
Dr. Alexander Rau
policies and has spent the last six years working on
Founding Partner, Climate Wedge Ltd
environmental finance issues. Before joining Navigant,
Alex Rau is a founding partner of Climate Wedge Ltd, an Mr. Wellington was Director of Capital Markets Research
independent carbon management and investment advisory at the World Resources Institute, where he worked with
firm providing carbon finance and emissions trading-related financial institutions on emerging issues related to climate
advisory and asset management services. Climate Wedge has change and low-carbon technologies. Previously, Mr.
partnered with Cheyne Capital to launch a multi-strategy Wellington worked in investment banking as a securities
carbon fund that actively manages a diversified global portfolio analyst specializing in Latin American equities.
PRESENTING COMPANIES As of May 1, 2008; subject to change.
1-800-FLOWERS.COM Cardtronics, Inc. eLoyalty Corporation
4Kids Entertainment, Inc. Cash America International, Inc. Enanta Pharmaceuticals, Inc.
Acacia Research Corporation Cavium Networks, Inc. Endocare Inc.
ACADIA Pharmaceuticals Inc. CB Richard Ellis Group, Inc. Ener1, Inc.
Actuate Corporation CDC Corp. EnerNOC, Inc.
ADA-ES, Inc. Celera (Applera Corporation) Entropic Communications, Inc.
Adknowledge, Inc. Celgene Corporation EPIQ Systems, Inc.
Advance America, Cash Advance Centers, Inc. Cephalon, Inc. Equinix, Inc.
Advent Software, Inc. Ceradyne, Inc. eTelecare Global Solutions, Inc.
Akeena Solar, Inc. Cerus Corporation Evalueserve
Alexza Pharmaceuticals, Inc. China BAK Battery, Inc. F5 Networks
Alliance Data Systems Corp. China Clean Energy, Inc. Financial Federal Corporation
Allos Therapeutics, Inc. Chordiant Software, Inc. First Advantage Corp.
Allscripts Healthcare Solutions, Inc. Cisco Systems, Inc. First Cash Financial Services, Inc.
America’s Car-Mart, Inc. Coinstar, Inc. FTI Consulting, Inc.
Anadys Pharmaceuticals, Inc. Compass Diversified Holdings Fundtech Ltd.
Anthracite Capital, Inc. Composite Technology Corporation GATX Corporation
Anworth Mortgage Asset Corporation CompuCredit Corporation Gaylord Entertainment Company
Ardea Biosciences, Inc. comScore, Inc. Genomic Health, Inc.
Ariba, Inc. Comverge, Inc. Given Imaging, Ltd.
Ascent Solar Technologies, Inc. Conceptus, Inc. Global Consumer Acquisition Corp.
Ashford Hospitality Trust, Inc. Consumer Portfolio Services, Inc. Global Traffic Network, Inc.
athenahealth, inc. Control4 Corporation Goldleaf Financial Solutions, Inc.
AuthenTec, Inc. CoStar Group, Inc. Great Wolf Resorts, Inc.
Bankrate, Inc. Cytokinetics, Incorporated GreenHunter Energy, Inc.
Beacon Power Corporation D.R. Horton, Inc. Grubb & Ellis Company
Bluegreen Corporation DealerTrack Holdings, Inc. Hansen Medical, Inc.
BluePhoenix Solutions, Ltd. DemandTec, Inc. Heartware Limited
Brocade Communications Systems, Inc. Diamond Management & Technology Hercules Technology Growth Capital, Inc.
Builders FirstSource Inc. Consultants, Inc. Hersha Hospitality Trust
Cadence Pharmaceuticals, Inc. DiamondRock Hospitality Company Hovnanian Enterprises, Inc.
Calgon Carbon Corporation Digital Realty Trust, Inc. Huron Consulting Group Inc.
California Coastal Communities, Inc. Dollar Financial Corp. Huttig Building Products Inc
California Micro Devices Corporation Double-Take Software, Inc. i2 Technologies, Inc.
Calix Networks Inc. drugstore.com, inc. Ice Energy
Capital Trust, Inc. Dynex Capital, Inc. iGATE Corporation
CapitalSource Inc. Echelon Corporation ImmunoGen, Inc.
Capstead Mortgage Corporation eHealth, Inc. Incyte Corporation
Capstone Turbine Corporation Eloqua Corporation Informatica Corporation
PRESENTING COMPANIES As of May 1, 2008; subject to change.
Inhibitex, Inc. Omniture, Inc. Sport Supply Group, Inc.
Insulet Corporation Optimer Pharmaceuticals, Inc. SPS Commerce
Intacct Corporation Orexigen Therapeutics, Inc. Standard Pacific Corp.
Intelligroup, Inc. Osiris Therapeutics, Inc. STARLIMS Technologies, Ltd.
Intellon Corporation Paratek Pharmaceuticals, Inc. Starwood Hotels & Resorts Worldwide, Inc.
Internet Capital Group, Inc. Patriot Capital Funding, Inc. Steiner Leisure Limited
Intersil Corporation PDL BioPharma, Inc. Stereotaxis Inc.
Interstate Hotels & Resorts, Inc. PeopleSupport, Inc. Strategic Hotels & Resorts, Inc.
Intuitive Surgicial, Inc. Perficient, Inc. SuccessFactors, Inc.
Ixia Pericom Semiconductor Corporation SumTotal Systems, Inc.
JER Investors Trust Inc. PFSWeb Inc. Supertel Hospitality, Inc.
JMP Group Inc. PGT Industries, Inc., SupportSoft, Inc.
Kayak.com Pharmaxis Ltd. SYBASE, Inc.
KB Home Plantronics, Inc. TechTarget, Inc.
KKR Financial Holdings LLC Points International Ltd. (Points.com) The Parent Company
Kohlberg Capital Corporation Portfolio Recovery Associates, Inc. TheStreet.com, Inc.
LECG Corporation PowerSecure International, Inc. Thomas Group, Inc.
LeftHand Networks, Inc. PROS Holdings, Inc. Thoratec Corp.
Lime Energy Co. Prosper Marketplace, Inc. Titan Machinery, Inc.
LogicVision, Inc. PTC Therapeutics, Inc. TorreyPines Therapeutics, Inc.
LoopNet, Inc. Q Interactive, Inc. Trident Microsystems, Inc.
Lucas Energy, Inc. Quality Systems, Inc. Trustwave
Marriott International, Inc. Realius, Inc. TSYS
McKesson Corporation RealNetworks, Inc. U.S. Auto Parts Network, Inc.
MDC Holdings, Inc. Red Lion Hotels Corporation UQM Technologies, Inc.
Mellanox Technologies Redwood Trust, Inc. Vail Resorts, Inc.
MFA Mortgage Investments ReliOn, Inc. Vasogen Inc.
MIPS Technologies, Inc. RightNow Technologies Inc. Ventracor Limited
Monogram Biosciences, Inc. RiskMetrics Group, Inc. VeriSilicon, Inc.
Monolithic Power Systems, Inc. Riverbed Technology, Inc. ViroPharma Incorporated
Morgans Hotel Group Co. Safeguard Scientifics, Inc. Vocera Communications Inc.
MVC Capital, Inc. Sangamo BioSciences, Inc. Volcano Corporation
Myriad Genetics, Inc. Scalent Systems, Inc. Volterra Semiconductor Corporation
Ness Technologies, Inc. SciQuest, Inc. Websense, Inc.
NETGEAR, Inc. ShoreTel, Inc. Willis Lease Finance Corporation
NetQoS Inc. Shutterfly, Inc. WorldWater & Solar Technologies Corp.
NetSuite Inc. Sierra Wireless ZipRealty Inc.
New York Mortgage Trust, Inc. Simpson Manufacturing Co. ZVUE Corporation
Novatel Wireless, Inc. Solar Power, Inc.
EVENING EVENT HOTEL INFORMATION
JMP Securities invites company executives and The Ritz-Carlton, San Francisco
institutional investors to continue their discussions 600 Stockton Street
into the evening. San Francisco, CA 94108
415.296.7465
For your convenience, on Tuesday night there
will be continuous shuttle service between To make a reservation, please call The Ritz-Carlton at
The Ritz-Carlton and the evening event. 415.296.7465. Advise the reservations agent that your stay is in
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connection with The Seventh Annual JMP Securities Research
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Conference. The guestroom rate is $359 for single or double
Tuesday, May 20, 2008
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occupancy. Each reservation must be guaranteed with a credit
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Frank Caliendo in San Francisco
Bimbo’s 365 Club
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card upon booking. After April 18, 2008, rooms will be released
for general sale, and reservations will be subject to availability
and prevailing rates.
1025 Columbus Avenue at Chestnut Street
Other recommended area hotels include:
6:00 p.m. Cocktail Reception and Buffet Dinner
Huntington Hotel 415.474.5400
8:00 p.m. Performance by Frank Caliendo
Hyatt Regency 415.788.1234
Once described by the Hollywood Le Méridien 415.296.2900
Reporter as “a combination of Mandarin Oriental 415.276.9600
Robin Williams and Jim Carrey,” Mark Hopkins Hotel 415.392.3434
Frank Caliendo is known for his Omni San Francisco Hotel 415.677.9494
comedic genius and uncanny Palace Hotel 415.512.1111
impressions. Whether on the Renaissance Stanford Court 415.989.3500
Late Show with David Letterman or the FOX Westin San Francisco 415.974.6400
NFL pre-game show, Caliendo’s high-energy act is
a blend of observations, characters and anecdotal
stories that always entertain. Join JMP Securities REGISTRATION INFORMATION
and Frank Caliendo for a night of food, drinks
and laughs before wrapping up a successful day. To register for The Seventh Annual JMP Securities Research
Conference, please go to www.twstevent.com/jmp.html
no later than May 12, 2008. For additional information
or with questions, please contact McClain Robertson at
MRobertson@LJFevents.com.
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