The SAA Thanks its 2013 Sponsors!!






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2013 SAA Conference Agenda

Thursday, May 16th

 Morning/Afternoon       Arrivals into Madison Hotel

1:00 pm                Golf (Memphis Country Club) – Optional

6:00 pm                Cocktails at the Liliie’s Q Tent

7:30 pm                Dinner at Lillie’s Q – SAA Welcome Dinner

Friday, May 17th

7:30   am              Breakfast – Madison Hotel (Iris Ballroom)

8:15   am              Welcome- John Williams and Jay Park

8:30   am              Syndicate / ECM Panel

  • Kent Nelson – Raymond James
  • Jen Caruso – RBC
  • Jerry Raio – Wells Fargo
  • Justin Bowman – Stifel Nicolaus
  • Doug Cameron – Oppenheimer
  • Eric Watson- BB&T
  • Moderator- John Williams

9:15 am                Preferred Stock Panel

  • Lisa Grennon – Merrill Lynch
  • Brian Smith – Wells Fargo
  • Mike Borut – Morgan Stanley
  • Rich Kendrick – Stifel Nicolaus
  • Moderator- Tom Livingston

10:00 am              Break

10:15 am              John A. Good, Partner, Bass Barry Sims

11:00 am              Key Note Speaker- Bill Courtney

12:00 pm              SAA Board Meeting (SAA board only)

12:30 pm              Lunch –Tent on the Riveror Golf (Optional)

2:30 pm                Memphis Historical Tour (Optional)

7:00   pm              Dinner- Gus’s Famous Fried Chicken

9:00   pm              Beale Street Experience

Saturday, May 18th                          

10:00 am              Breakfast Meeting (Optional) – Arcade Restaurant

Departures Saturday May 18th

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SAA Key Note Speaker Bill Courtney Featured in the New York Times

We could not have planned this better as Bill Courtney was featured in the New York Times on Tuesday.  DVDs are expected to be shipped out this weekend to you, and we hope you watch the movie before your arrival in Memphis…… 

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Firms Represented at the SAA Memphis In May Event

We are proud to announce that we have a broad and diverse attendee list that will be coming to Memphis.  Currently we have the following companies and firms representing different regions and geographies from all over the United States.


Baird & Co.


BofA Merrill Lynch


BB&T Capital Markets




D.A. Davidson & Co.




First Trust Portfolios


Four Wood Capital Partners


Guggenheim Investments


Halliday Financial


J.J.B. Hilliard, W.L. Lyons, LLC


Huntleigh Securities Corp.




Janney Montgomery Scott LLC


Joseph Gunnar & Co.


KeyBanc Capital Markets




Maxim Group, LLC


Morgan Stanley




Nuveen Investments


Oppenheimer & Co. Inc.


Raymond James


RBC Capital Markets


Roth Capital


Sandler O’Neill


Southwest Securities


Stephens Inc.


Stifel, Nicolaus Weisel


Suntrust Robinson Humphrey


Wedbush Securities


Wells Fargo Securities


Wunderlich Securities


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Chef Charlie McKenna from Lillie’s Q to cook his Award Winning BBQ for the SAA!!


Chef and restaurant owner Charlie McKenna has brought award-winning competition BBQ and elevated Southern favorites since opening Lillie’s Q in Chicago in July 2010. McKenna and Lillie’s Q have garnered critical praise and awards from local and national media – including being named “Best New BBQ Restaurant in the Country” by Food & Wine magazine in 2011.

 McKenna, a former sous chef at two of Chicago’s four-star fine-dining landmarks in Tru and Avenues in the Peninsula Hotel, also opened a second Lillie’s Q location inside the Chicago French Market in January 2013. McKenna also co-owns and co-opened a Lillie’s Q outpost in Destin, Florida, with his parents in July 2008. McKenna also rolled out a food truck, the Lillie’s Q Meat Mobile, in the summer of 2010 in Chicago. McKenna also opened a Lillie’s Q outpost in the Chicago French Market in the West Loop neighborhood of Chicago in February 2013.

 Opening Lillie’s Q in Chicago allowed McKenna to return to his BBQ roots, and he’s slow smoking pork shoulder, tri tip, baby back ribs, hot links, and chicken in custom-built smokers over peach wood and lump charcoal that go perfectly with his award-winning homemade rubs and sauces. Lillie’s Q is named after McKenna’s maternal grandmother who taught him how to cook Southern fare in Greenville, South Carolina, as a child – and the elevated Southern favorites on the Lillie’s Q menu are inspired by grandma Lillie.

 The Lillie’s Q traveling BBQ team (McKenna, his father, and two friends) has won numerous awards on the competition BBQ circuit including wins at Memphis In May — which is widely regarded as the world championships of BBQ. Lillie’s Q took first place in the Memphis in May pork shoulder category in 2007, placed in the Top Ten five years in a row from 2006 through 2010, and finished 12th in 2011.

 Previously McKenna took over the role of opening general manager of Lucky Strike in Chicago specifically to learn about the financial and front-of-the-house aspects of the business from 2005-2008, and he also helped open four other Lucky Strikes around the country.

 McKenna graduated from Culinary Institute of America in New York in 2000, and cooked at Norman’s in Coral Gables, FL, under legendary chef Norman Van Aken. McKenna is also a Florida State University graduate. The son of an Air Force colonel, McKenna was born in Santa Maria, California, and spent most of his childhood in Greenville, South Carolina.


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Key Note Speaker Announced!!!

Bill Courtney, the coach from the movie Undefeated that won the Academy Award for 2012 for Best Documentary Feature will present at the 2013 SAA Conference at the Madison Hotel.  Bill will speak on Friday morning to discuss leadership to our members and guests.  We are very excited to have him available and represent someone from the local Memphis community!!  I hope you are all excited as we are!!


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2013 Syndicate Association Memphis in May Conference Itinerary Announced

The Syndicate Association of America (SAA) is inviting Capital Markets and Syndicate Personnel to the SAA Memphis in May Conference.  This is a unique experience that allows Capital Markets/Syndicate personnel to gather and discuss current issues and policies that affect our industry.

 Dates: Thursday, May 16th through Saturday, May 18th

Address: Madison Hotel (Address: 79 Madison Ave  Memphis, TN 38103)

Cost: $0


Thursday, May 16th-

Arrivals during the Day at the Madison Hotel

6:00pm-7:30pm CST Cocktails at Barbeque Tent

7:30pm-10:00pm CST Barbeque Dinner with Memphis in May Barbeque Team until 10:00pm.

Friday, May 17th-

7:30am-8:15am CST Breakfast

8:15am- 12 Noon CST Conference Meetings and Panels (Equity Capital Markets Panel, Preferred Stock Panel, and Key Note Speaker)

12:30pm- 2:00pm CST Lunch and BBQ cooking demonstration (Optional)

12:30pm- 5:30pm Golf Outing 12:30pm (Optional)

2:30pm- 5:30pm Guided Historical Tour of Memphis (Optional)

7:00pm- CST Dinner at Gus’s World Famous Fried Chicken

10:00pm- CST Beale Street Experience

Saturday, May 18th-

10:00am- 12:00pm- CST Breakfast at the Arcade Restaurant (Elvis’ favorite eatery in Memphis)


*Note – We have limited space at the Madison Hotel and we strongly encourage that you book early with the hotel.  Rates at the hotel for that weekend are $285 per night.  Please the Madison Hotel and speak directly to our contact India Brown (901) 333-1239 and reference the SAA Conference Block.

Please RSVP to Jay Park via email and Liz Smith at Your email should include the name of your firm and individual attendees, to ensure reservations and name tags.

The Syndicate Association of America is an industry organization encompassing the major investment banks and broker dealers in the United States.  Founded in 2011, our goal is to promote communication, awareness, and knowledge amongst our members.  Our secondary objective is to give back to the local community wherever the SAA conference is hosted.  Members are from all the major cities in the United States, in which they gather once a year to discuss topics that are current with our industry.

We hope to see you there!!

 The SAA Committee

 Sandra Farmer

Rich Kendrick

John Williams

Liz Smith

Tom Livingston

Jay Park

Marty Gaia

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