Re: "STIFEL WEEKFUL ... Upcoming Analyst/Management Events & Conferences

awesome!

On May 29, 2012, at 4:20 PM, Ike Groff wrote:

Great thank you very much!!

From: MacGillivray, Claire (New York Park Ave) [mailto

Sent: Tuesday, May 29, 2012 4:20 PM

To: Ike Groff

Cc: Moroney, Marty (New York Park Ave)

Subject: RE: "STIFEL WEEKFUL ... Upcoming Analyst/Management Events & Conferences

Ike - I'm going to go ahead and clear you right off the wait list ... Please join us! I will send invite again so you have the details.

Thank you!

Claire MacGillivray

Stifel Nicolaus & Co., Inc. I Institutional Equity Sales I Vice President 237 Park Avenue, 8th Floor I New York, NY 10017

Direct: E-mail:
Mobile: Fax: |AIM: cmacgillivstifel

From: Moroney, Marty (New York Park Ave)

Sent: Tuesday, May 29, 2012 3:19 PM

To: MacGillivray, Claire (New York Park Ave)

Cc: 'IG@tourmalinellc.com'

Subject: FW: "STIFEL WEEKFUL ... Upcoming Analyst/Management Events & Conferences

Claire,

Please add Ike and his family to the waiting list. 1 cc'd him.

Thanks,

Marty

Martin P. Moroney
Managing Director
Stifel Nicolaus & Co
237 Park Ave, 8th floor
New York, NY 10017
Email: mmoroneystifel

From: Ike Groff

EFTA R1_00847250
EFTA02167989

Sent: Tuesday, May 29, 2012 2:53 PM To: Moroney, Marty (New York Park Ave) Subject: RE: **STIFEL WEEKFUL Upcoming Analyst/Management Events & Conferences

Marty,

I am going to bring my family to the event on Sunday.

Ike Groff
Lesley Groff
Ty Groff

From: Moroney, Marty (New York Park Ave) [mailto: ]
Sent: Wednesday, May 02, 2012 2:11 PM
Subject: FW: **STIFEL WEEKFUL ... Upcoming Analyst/Management Events & Conferences
Importance: High

Good Afternoon -

Please let me know if there is interest in seeing any of the below listed analysts/management teams over
the next few weeks. The meetings are sorted by sector, for your convenience.

Please Note: All events are subject to mailability, so please let us know if you are interested ASAP!!!

Additionally, our full coverage list is attached ... If there are individual analyst distributions that you would like to be added to, please don't hesitate to email me and I'll make sure you are receiving everything you need.

If there is anything else we can help with, please let me know!

Thank you!

Claire

Stifel Conferences & Special Events

2012 Stifel Nicolaus Denver 1st Conference - Denver, CO

• Thursday, May 10th 2012

• Featuring: IGT, MTN, PWR, RBN, FST, PETD, RRC, WLL, RCKB, RYL,NCMI, DCT, TRNO, ANSS,CAVM, DSGX, HITT, MCHP. MLNX, POWI, SAPE, VLTR

• Invitation is attached //Please email to register

Market Perspectives w/ Jim Grant ~ Baltimore, MD

• Wednesday, May 16th 2012 ~ Breakfast and Q&A

• Featuring: Jim Grant ~ Editor, Grant's Interest Rate Observer ... James Grant is an American writer and publisher. The founder of Grant's Interest Rate Observer, a twice-monthly journal of the financial markets, he is the author of Money of the Mind (1992), The Trouble with Prosperity (1996), John Adams: Party of One (2005) and Mr. Speaker: The Life and Times of Thomas B. Reed, the Man Who Broke the Filibuster (2011), among other works. He began his journalistic career at the Baltimore Sun in 1972 and joined the staff of Barron's in 1975.

EFTA R1_00847251
EFTA02167990

• Please email for more details

2012 Stifel Nicolaus Family Event @ The American Museum of Natural History. — New York, NY

• Sunday, June 3rd 2012

• Invitation is attached... Please email to register

2012 Stifel Nicolaus San Francisco 1:1 Conference — San Francisco, CA

• Wednesday, June 13th 2012

• Featuring: BYI, CROX, MW,DOV, FLS, MTZ, FRC, SEIC, V, CIS, VPHM, CCI, RLD, FNSR, FORM, JDSU, NEWP, LSTR

• Invitation is attached // Please email to register

2012 Stifel Nicolaus Internet & Media Conference — New York, NY

• Tuesday, June 19th 2012

• The New York Palace Hotel

• Invitation is attached // Please email to register... Ixls are Due on June 1st 2012

Consumer & Retail

Jim Duffy, Sports & Lifestyle Brands Analyst - New York, NY

Thursday, May 17th & Friday, May 18th 2012 Group Lunch on Friday @ 12:00pm Coverage:

CAB (Hold), COLM (Hold), CROX (Buy), DECK (Buy), GAIA (Buy), GIII (Buy), GIL (Hold), HBI (Buy), LULU (Buy), NKE (Buy), PRMW (Hold), SODA (Hold), UA (Hold), VFC (Buy), WWW (Buy), ZOK (Hold), ZUMZ (Hold)

Lunch with Ken Langone, co-Founder of The Home Depot, Inc. - New York, NY

• Tuesday, May 22nd 2012- Group Lunch @ 12:00pm

• Featuring: Ken Langone... Co-founder of The Home Depot, Inc. and was a director and member of the executive committee of its board for 30 years. He has served on the General Electric Board of Directors. He currently serves on the boards of YUM Brands and Unifi, Inc. He is the founder and, since 1974, has been Chairman of the Board, Chief Executive Officer and President of Invemed Associates, LLC, a New York Stock Exchange finn engaged in investment banking and brokerage. He is currently Executive Chairman and CEO of Geeknet, Inc. In addition to his business affiliations, Mr. Langone's extensive philanthropic endeavors include serving as the Chair of the Board of Trustees of the NYU Langone Medical Center. Mr. Langone is also the Chairman of the Promise Academy, a charter school in New York City, and serves on the boards of The Ronald McDonald House of NY, Robin Hood Foundation, CSIS, The Medal of Honor Foundation and the Harlem Children's Zone.

• Hosted by: David Schick, Hardline Retail Analyst

Shuffle Master, Inc. (SHFL)~ New York, NY

• Friday, June 8th 2012~Group lunch @ 12:00pm

• Featuring: Gavin Isaacs, CEO & Julia Boguslawski, IR

• Hosted by: Steve Wieczynski, Gaming & Leisure Analyst

• Buy Rated; $927m Market Cap

Education

Field Trip to DeVry Medical School — St. Maarten

• Monday, May 21" & Tuesday, May 22•d 2012

• Featuring: Campus tour of DeVry-owned American University of Caribbean School & Medicine (AUC) ... Discussions with Ron Testa, Dean of AUC & Bill Hughson, Pres. DeVry Healthcare Group — Ross, AUC, Chamberlain. Carrington

• Hosted by: Jerry Herman, Education & eLearning Analyst

• Please email for more details

EFTA R1_00847252
EFTA02167991

Weight Watchers (ATW) Retail Meeting Location Visit Boston, MA

• Thursday, June 7th 2012

Featuring: David Kirchhoff, CEO

• Hosted by: Jerry Herman, Bob Craig & Jason Anderson, Education & eLearning Analysts

• Buy Rated; $1,951m Market Cap

• Please email for more details

Financials

Southwestern MA & Northern CT Bank CEO / CFO Dinner & 1x1s-Simsbury, CT

• Monday, May 7th & Tuesday, May 8th 2012

• Featuring:

Berkshire Hills Bancorp, Inc (BHLB)
Chicopee Bancorp. Inc (CBNK)
First Connecticut Bancorp, Inc (FBNK)
Hampden Bancorp, Inc (HBNK)
People's United Financial, Inc (PBCT) — Dinner only
Rockville Financial, Inc (RCKB)
SI Financial Group, Inc (SIFT)
United Financial Bancorp, Inc (UBNIC)
Webster Financial Corporation (WBS)
Westfield Financial. Inc (WFD)

• Hosted by: Coll>n Gilbert, Northeast Banks Analyst

• Please email for more details

Jeff Hopson, Asset Management & Investment Services — New York & Connecticut

• Thursday, May 17" & Friday, May 18°(CT) 2012 —Group Lunch in NYC on Thursday® 12:00pm

Coverage:

AB (Hold), BEN (Buy), BK (Hold), BLK (Buy), BX (Buy), CNS (Hold), EV (Hold), FIG (Hold), FII (Hold), IVZ (Buy), JNS (Hold), LM (Hold) MN (Buy), NTRS (Hold), SCHW (Hold), SEIC (Buy), STT (Buy), TROW (Hold), WDR (Buy)

National Health Investors, Inc. (NH!) New York, NY

• Tuesday, May 22nd 2012- Group Lunch @ 12:00pm

• Featuring: Justin Hutchens, CEO & President

• Hosted by: Daniel Bernstein, Healthcare REIT Analyst

• Hold Rated; $1,313m Market Cap

RLI Corporation (RLI) ~ New York, NY

• Tuesday, June 5th 2012 - Group Lunch @ 12:00pm

• Featuring: Jon Michael, Chairman & CEO/Tom Brown, CFO/Aaron Jacoby, IR

• Hosted by: Meyer Shields, Specialty Insurers

• Hold Rated; $1,458m Market Cap

Northrim BanCorp (NRIM)— New York, NY

• Wednesday, June 6th 2012 ~ Group Lunch @ 12:00pm

• Featuring: Mark Langland, CEO & Joe Beedle, President

• NR; S141m Market Cap

NJ & NY Bank Tour & Hudson River Dinner Cruise New York & New Jersey

• Thursday, June I.5" & Friday, June 16" 2012 — Dinner Cruise on Thursday evening

• Featuring:

Astoria Financial (AF)
Dime Community Bancshares (DCOM)
Center Bancorp (CNBC)
Investors Bancorp (ISBC)

EFTA R1_00847253
EFTA02167992

Lakeland Bancorp (LBAI) - tentative
New York Community (NYB)
Oritani Financial (ORIT)
Provident Financial Services (PFS)
Provident Bancorp (PBNY)
Sterling Bancorp (STL)
Somerset Hills Bancorp (SOMH)
Valley National Bancorp (VLY)

Hosted by: Collyn Gilbert, Northeast Banks Analyst

• Please email for more details

Healthcare

Update On Prostate Cancer Therapies — New York, NY

• Thursday, May 17" 2012 — Group Cocktails/Dinner 0 5:30pm

• Featuring: Susan Slovin, Physician Consultant ... Dr. Slovin is a board certified medical oncologist and immunologist and an Associate Attending Physician in the Genitourinary Oncology Service at Memorial Sloan-Kettering Cancer Center in New York. Her research interest includes development of novel immunologic approaches to the treatment ofprostate cancer.

• Hosted by: Joel Sendek, Biotechnology Analyst

• Please email for more details

National Health Investors, Inc. (NHI)~New York, NY

• Wednesday, May 23rd 2012- Group Lunch @ 12:00pm

• Featuring: Justin Hutchens, CEO & President

• Hosted by: Daniel Bernstein, Healthcare REIT Analyst

• Hold Rated; $1,313m Market Cap

Industrials

General Cable Corporation (BGC) — New York, NY

• Wednesday, May 16th 2012 - Group Lunch @ 12:00pm

• Featuring: Brian Robinson, CFO & Len Texter, Director of IR

• Hosted hy: Jeff Beach, Infrastructure Analyst

• Buy Rated; $1,551m Market Cap

Tech, Media, Telecom

Tore Svanberg, Semiconductors: Analog & Mixed Signals Analyst - New York, NY

Friday, May 4th 2012 - Group Lunch @ 12:00pm

Coverage:

AOSL (Buy), BCDS (Buy), CRUS (Buy), ENTR (Sell), HITT (Buy), IPHI (Hold), ISIL (Hold), LLTC (Buy), MCRL (Buy), MPWR (Hold), MSCC (Buy), MXIM (Buy), MXL (Buy), OIIM (Buy), POWI (Buy), SLAB (Buy), SUPX (Hold), TXN (Buy), VLTR (Hold)

RVBD & FFIV Meetings at Interop ~ Las Vegas, NV

• Monday, May 7th & Tuesday, May 8th 2012

• Featuring: Randy Gottfried, CFO (RVBD) & John McAdam, CEO (FFIV)

• Hosted by: Sanjiv Wadhwani, Communications Equipment Analyst

• RVBD: Hold Rated; $4,345m Market Cap / FFIV: Hold Rated; $9,800m Market Cap

• Please email for more details

NIHD & IRDM Meetings at CTIA ~New Orleans, LA

• Monday, May 7th & May 8th 2012

• Featuring:

NIHD: Greg Santoro, Chief Strategy and Marketing Officer / Tim Perrott,

EFTA R1_00847254
EFTA02167993

Head of IR / Tahmin Clarke, IR

IRDM: Matt Desch, CEO/Steve Kunszabo, IR

• Hosted by: Christopher King, Telecom Services Analyst

• NIHD: Buy Rated; $3,033m Market Cap /IRDM: Hold Rated; $624m Market Cap

• Please email for more details

Vantage Data Centers (private) — New York, NY

• Tuesday, May 15th 2012 ~ Group Lunch @ 12:00pm

• Featuring: Greg Ness, Chief Marketing Officer

• Hosted by: Todd Weller, Data Centers/Hosting Analyst

Ben Mogil, Media Analyst - New York, NY

• Thursday, May 17th 2012 Group Lunch @ 12:00pm

Coverage:

AMCX (Hold), CGX-T (Hold), CNK (Buy), DWA (Sell), HSNI (Buy), IMAX (Buy), LGF (Buy), LINTA (Buy), LYV (Hold), MSG (Hold), NCMI (Hold), RGC (Hold), RLD (Buy), SNI (Hold)

Investor Meetings with Solar Management Teams at the SNEC Tradeshow: STP, ("SUN, JASO,

BTUI — Shanghai, China

• Thursday, May 17th 2012

• Featuring Management from: Suntech (STP), China Sunergy (CSUN), JA Solar (JASO), BTU International (BTUI)

• Hosted by: Jeff Osborne, Cleantech Analyst

• Please email for more details

21 Vianet Group, Inc. (VNET)-New York, NY

• Wednesday, May 23rd 2012 Group Lunch @ 11:30am

• Featuring: Shang Hsiao, President & CFO

• Hosted by: Todd Weller, Data Center/Hosting Analyst

• Buy Rated; $650m Market Cap

Xyrates Ltd. (XRTX)— New York, NY

• Thursday, May 24th 2012

• Featuring: Steve Barber, CEO/Brad Driver, IR

• Hosted by: Aaron Rakers, Enterprise Hardware/Software & Hard Disk Drives

• Hold Rated; $424m Market Cap

Meetings with ATVI & EA. in conjunction with E3 Management Meetings — Los Angeles, CA

• Tuesday, June 5th 2012

• Featuring: Senior Management from Activision Blitzard (ATVI) & Electronic Arts (EA)

• Hosted by: Drew Crum, Media & Entertainment Analyst

• ATVI - Buy Rated; 514,284m Market Cap & EA — Buy Rated; 55,149m Market Cap • Please emailfor more details

Telecom, Media & Tech Washington D.C. Policy Day — Washington, DC

• Thursday, June 7" 2012

• Please join us for a day of conversations with FCC Chairman Genachowski and other key government and industry officials focused on regulatory/policy is.. b: affecting telecom, media, and tech companies.

• Hosted by: Chris King & David Kaut - Telecom, Media & Tech/Regulatory Team • Please emailfor more details

FuelCell Energy Bus Tour (FCEL) — Torrington, CT

• Monday, June 25th 2012

• Featuring: Mike Bishop, Sr. VP & CFO/Kurt Goddard, VP IR/Neil Aiello, VP Manufacturing/Tony Leo, VP Applications Engineering & Advanced Technology

EFTA_R1_00847255
EFTA02167994

Programs

• Hosted by: Jeff Osborne, Cleantech Research Analyst

• Buy Rated; $196m Market Cap

• Please email for more details

Claire MacGillivray

Stifel Nicolaus & Co., Inc.
237 Park Avenue, 8th Floor

|

|

Institutional Equity Sales I Vice President
New York, NY 10017

Direct: E-mail:
Mobile: Fax: I AIM: cmacgillivstifel

All electronic messages sent and received by Stifel Nicolaus Associates are subject to review by Stifel Nicolaus. Stifel Nicolaus may retain and reproduce electronic messages for state, federal, or other regulatory agencies as required by applicable law. IMPORTANT: Please do not use e-mail to request or authorize the purchase or sale ofany security or commodity, send fund transfer instructions, or otherwise conduct any securities transactions. Any requests. orders, instructions, or time-sensitive messages sent by e-mail cannot be accepted or processed by Stifel Nicolaus. The accuracy of any information sent by Stifel Nicolaus through e-mail cannot be warranted or guaranteed by Stifel Nicolaus or its affiliates.

Stifel, Nicolaus & Company, Incorporated
Member NYSE & SIPC
Headquarters: 501 N. Broadway, St. Louis, MO 63102

StifelNicolaus Canada Inc. Member IIROC & CIPF Head uarters: 79 Wellington St W, 21st Floor, Toronto, ON M5K 1B7

This e-mail and any files transmitted with it are confidential and intended only for the person or entity to which it Is addressed. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. If you have received this e-mail In error please immediately notify the sender at 203-302-7300 or by replying to this e-mail and delete the e-mail and any attachment(s) from your system. Nothing herein shall be construed as a financial promotion to any person or persons, or a solicitation or recommendation to buy or sell any security or other investment or to engage in any trading strategy. Information presented is from sources believed to be reliable, but is not guaranteed to be accurate or complete. This information should not be taken as an offer nor as a solicitation of an offer to buy or

EFTA R1_00847256
EFTA02167995

sell securities or other financial instruments. Email transmission cannot be guaranteed to be secure, timely or error free. Tourmaline Partners, 'IC may review and store both Incoming and outgoing messages. Use by other than the intended recipients is prohibited.

This e-mail and any files transmitted with it are confidential and intended only for the person or entity to which it is addressed. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. If you have received this e-mail in error please immediately notify the sender at 203.302-7300 or by replying to this e-mail and delete the e-mail and any attachment(s) from your system. Nothing herein shall be construed as a financial promotion to any person or persons, or a solicitation or recommendation to buy or sell any security or other investment or to engage in any trading strategy. Information presented is from sources believed to be reliable, but is not guaranteed to be accurate or complete. This Information should not be taken as an offer nor as a solicitation of an offer to buy or sell securities or other financial instruments. Email transmission cannot be guaranteed to be secure, timely or error free. Tourmaline Partners, LLC may review and store both incoming and outgoing messages. Use by other than the intended recipients is prohibited.

EFTA R1_00847257
EFTA02167996