297 companies registered. 253 of them will not be webcast. This is the map of which ones are worth the meeting — built from first trading dates, 52-week price geometry and SEC filing evidence, not from the agenda.
A conference is an information event before it is a marketing event. The attendee file encodes exactly how much of each meeting becomes public: participation type (does the company present, or only take private 1×1s?), webcast (does the presentation leave a record?), and who is sent (a CEO answers differently than an IR director). Intersect the three and you get the room where the most is said and the least is recorded: 49 companies are sending a CEO or founder-chair to do 1×1s only, with no webcast. That is not wrongdoing — it is where the marginal information sits.
| Ticker | Company | Sector | Mkt cap $M | Off 52w hi | Who they're sending |
|---|
The single densest pocket of mispricing at this conference is age. Fourteen attendees have fewer than 150 completed US trading sessions — roughly seven months; add BETA Technologies (listed November 2025) and the cohort is fifteen. Three are spin-offs (Form 10-12B), six are IPOs (S-1 → 424B4), one is a de-SPAC roll-up, three are non-US issuers that only recently picked up a US tape, and two are ticker changes that silently reset every price screen on the street. A spin-off has no sell-side model, no index membership, a shareholder base that received it involuntarily, and — in the case of ADI Global — eighteen trading sessions and one quarterly report of public existence before its CFO walks into this conference.
And the cohort is not trading as a cohort. Measured from each name's own first close, the spread runs from Suncrete +63.7% and Arxis +39.4% to York Space −72.7% and HawkEye 360 −39.8% — a 136-point dispersion among companies that all began trading within seven months of each other. Newness is the condition; it is not the thesis.
| Ticker | Company | First US session | Sessions | How it got here | Since 1st close | Off its peak | At the conference |
|---|
These are the names where the filing record and the share price are telling different stories, and where the conference is the next scheduled place management has to speak. Every claim below is sourced to a specific filing and date.
The same screens that find the situations above generate confident false positives. Each of these three would be flagged as a red event by a mechanical filter, and each is either benign or the opposite of what the flag implies. Knowing which is which is most of the edge.
Aerospace & Defense is the largest delegation at the conference (46 US-listed names) and also the most beaten-up, at a −29.5% median drawdown from the 52-week high. That is not a defense-budget story — it is the eVTOL and NewSpace cohort inside it, which is dragging the median far below the primes. Distribution and Packaging, by contrast, are barely off their highs. The dispersion within Building Products is wider than the gap between most sectors.
Every advanced-air-mobility and small-space name at this conference is deep below its high. What matters is that the cohort violently bifurcated in the last month: eight bounced hard off the bottom while two kept collapsing.
| Ticker | Company | Off hi | 3-month | 1-month |
|---|
The question to ask in the room: the bounce is indiscriminate — it has repriced certification progress and cash burn identically. EVTL (−38.9% in a month, sitting exactly on its 52-week low, with an F-3 shelf filed 2026-08-27 and a 424B5 takedown on 2026-08-10) and YSS (−38.8%) did not participate. Financing need is the variable the tape is now separating on.
The housing complex at this conference spans a 48-point range of drawdown. The split is not residential-vs-commercial — it is who carries the cycle on the income statement.
Note the REZI caveat in section 04 — a chunk of its −55% is the ADI Global distribution, not a loss. The clean comparison is BLDR and JBI, which fell on their own.
The full delegation. Price columns are blank for the 111 attendees with no usable US listing — that absence is itself the point: roughly a third of this conference never appears on a US screen at all, and five are outright private companies (Shield AI, Epirus, JetZero, Agility Robotics, M Science) marketing themselves to public-market investors.
| Ticker | Company | Sector | Country | Mkt cap $M | Off hi | 3mo | 1yr | Access | Sending |
|---|
Universe. The 297-row Jefferies attendee export, as supplied. Market caps, participation type, webcast flag, add-date and rep lists are the file's own — I did not restate them.
Prices. Polygon daily bars, adjusted=true, 2025-08-20 → 2026-08-27 (last
completed session). 52-week high/low are computed off daily closes, so they read slightly
tighter than intraday range highs you'll see elsewhere. 186 of 297 attendees resolved to a US
listing with a usable series.
The adjustment trap. adjusted=true corrects splits but not spin-off
distributions. Any parent that spun a business inside the window shows a phantom drawdown —
REZI is the live example here and is annotated as such. I checked every name whose worst single
day exceeded ~20% against its filing record before describing it as a decline.
Filings. SEC EDGAR submissions API for form/item history since 2026-05-01; full documents pulled via sec-api.io. Foreign private issuers file 6-K, not 8-K, so the item-code screen is blind to ATS, STLA, EVTL and the other MJDS/FPI filers — their rows carry price data but no event flags. Treat a clean event column for a foreign issuer as "not checked", not "nothing happened".
Ticker collisions. Thirteen attendee tickers collide with unrelated US securities (Methanex "MX" is Magnachip, B2Gold "BTO" is a closed-end fund, Eldorado "ELD" is a WisdomTree ETF, and so on). Each was name-matched against the SEC registrant and dropped rather than silently mispriced.
What this is not. No target prices, no recommendations, and no claim that a drawdown is an opportunity. This identifies where the disclosure record is thinnest relative to how much has changed — the meetings worth taking. The work of deciding is still yours.