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 UT connection with The Seventh Annual JMP Securities Research O Conference. The guestroom rate is $359 for single or double Tuesday, May 20, 2008 LD occupancy. Each reservation must be guaranteed with a credit O Frank Caliendo in San Francisco Bimbo’s 365 Club S 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.