Institution Memberships

Roulston Research Membership

Access for all investment professionals of an institution to:

Personal introductions to Industry Consultants and former "C" level executives

Quarterly consultant and former executive Roundtables in all industries including Health Care, Technology, Consumer Retail, Energy, Transportation and Consumer Cyclicals (Only premium membership guarantees seats)

One-on-one conference calls/meetings on an A La Carte demand basis with Consultants by personal preference and choice

Idea forums and stock discussion groups in New York, San Francisco, Boston, Los Angeles, Chicago, Milwaukee, Connecticut, Dallas, and Cleveland

Reports on all ideas generated by presenters at idea forums in all cities

Access to Roulston blog for idea discussion, consultant timely comments and feedback from events

Weekly newsletter of upcoming events, Tatum Survey results and idea forum performance

Subscribers reduce research budgets and get access to:

The broadcast institutional investor analyst network for discussion on companies with other investors sharing ideas, shareholder insight and unbiased industry knowledge thru personal filtered introductions to eliminate broker management introductions

Industry Analyst Memberships

Guaranteed seats at consultant and former executive Industry Roundtables in New York, Boston, Dallas, Los Angeles and San Francisco-minimum quarterly - 4 personal meetings

Phone Access to call in to any industry Roundtable not able to attend and to submit questions for consultants and industry executives - 10-12 industry roundtables to call in

Four one-on-one calls or personal meeting with choice of consultants and former industry executives - 4 one-on-one meetings

Access to consultants for extended services including interviewing of managements, project work, industry analysis and personalized services

Participation in annual special event for industry