GLOBAL RESEARCH ARCHIVE
Small/Mid Cap Strategy: 2026 SMID Cap Conference – join us!
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Small/Mid Cap Strategy: 2026 SMID Cap Conference – join us!
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Small/Mid Cap Strategy
2026 SMID Cap Conference – join us!
Invitation
SMID Cap Conference (Virtual): August 11th-12th 17 June 2026
BofA US Small/Mid Cap Strategy Research is pleased to announce our 2026 SMID Cap Small/Mid Cap Research
Conference, which will be held virtually on August 11-12, 2026. This event is for United States
institutional clients only and will feature fireside video chats with management of
numerous small/mid cap companies (below). The event will also include an introductory Equity and Quant Strategy Jill Carey Hall, CFA
session at 8:00am ET on August 11th on how SMID cap investors can position for the Equity & Quant Strategist
remainder of 2026, led by Jill Hall (Head of US SMID Cap Strategy). BofAS+1 646 855 3327
jill.carey@bofa.com
Conference agenda on pages 2-3 – please reach out to your BofA salesperson or Jill Equity Research
Hall to register. For 1x1 interest, please reach out to your sales representative. Brandon Berman
Research Analyst
Participating companies to date (more to be added) include: BofASbrandon.berman@bofa.com
Exhibit 1: Participating companies to date – BofA SMID Cap Conference (Virtual) MihirResearchBhatiaAnalyst
Listed alphabetically – see inside for full schedule. Additional companies to be confirmed BofAS
mihir.bhatia@bofa.com
Ticker Company Sector Industry Omar Dessouky, CFA
ADC Agree Realty Corporation Real Estate Retail REITs Research Analyst
BRX Brixmor Property Group, Inc. Real Estate Retail REITs BofAS
omar.dessouky@bofa.com CARL Carlsmed, Inc. Health Care Health Care Equipment & Supplies
CBC Central Bancompany, Inc. Financials Banks Ross Fowler, CFA
CBLL Ceribell, Inc. Health Care Health Care Equipment & Supplies Research Analyst BofAS
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