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US Financials, Payments & CRE Conference
June 12 - 14, 2023


INFORMATION

One-on-One/Small Group Meetings

Each one-on-one meeting lasts 35 minutes, followed by a 10-minute transition. Meetings will begin at 8:00 a.m. and conclude no later than 5:30 p.m.

As a part of the registration process, you will be able to indicate your one-on-one availability, which must be completed as soon as possible. We anticipate high demand for these meetings and encourage you to make yourself as available as possible to help satisfy investor demand. Once you have indicated your one-on-one availability, we will solicit interest from investors and schedule meetings in accordance with the times that you have allotted. You will receive your one-on-one meeting schedule for review and approval, prior to the conference.

If you have any questions regarding your one-on-one meeting schedule, contact:

Financials & Payments Corporate Contact

Caitlin Peterson
212-761-8645
fins2023@morganstanley.com

Real Estate Corporate Contact

Jancy Yang
212-761-9679
Jancy.Yang@morganstanley.com

FORMAT FOR FINANCIALS & PAYMENT CORPORATES

Fireside Chats - 35 minutes

Company presentations will feature our popular "unplugged" fireside chat format, in which Morgan Stanley hosts engage in an informal discussion with C-level speakers from company management teams. Each session allows C-level speakers to open with a question-and-answer session with a Morgan Stanley moderator, before transitioning to an interactive question-and-answer session with the audience. We will contact you with your specific fireside chat time and date closer to the conference. 

Audio Webcasting

Presenting companies will be responsible for all webcast fees. Live audio webcasting can be purchased directly through our webcasting partner here.

GlobalMeet will be providing live audio only webcast services for this year's conference for Financials and Payments Fireside Chats. This service is fully compliant with Regulation Full Disclosure (Reg FD) obligations. Please note that live video webcasting will not be offered for any fireside chat sessions at this conference.

Important Notice Regarding Audio Edits

Analyst disclosures during any part of the company presentation cannot be edited without the prior consent of Morgan Stanley. GlobalMeet will notify Morgan Stanley's Corporate Access team if audio edits have been requested by any participating company.

FORMAT FOR REAL ESTATE CORPORATES

Panel Presentations - 35 minutes

The CRE sessions will showcase thematic panels, moderated by our Morgan Stanley Research analysts. There are no individual company PPT presentations. The panels will feature industry executives and experts covering CRE holistically & public vs private and equity vs debt. We will contact you with your specific panel time and date closer to the conference.

The CRE sessions will be hosted in person only. There is no recording or live webcasting.

Deadlines

Friday, March 31, 2023

Registration & One-on-One/Small Group Meeting Availability
Please register online with your one-on-one/small group meetings availability.

Friday, May 19, 2023

Hotel Reservations Deadline
Please make your hotel reservations as outlined on the Hotel & Travel tab of this website.

Friday, June 9, 2023

Company Literature and Handouts
In order to enhance your presentation, we request that you provide hard copies of a recent presentation for distribution in your session. If you plan on shipping materials, please fill out the company literature form, located in the Useful Information section of this website. Please send 200 copies directly to the InterContinental New York Barclay. For your convenience, a shipping label is available below.

This deadline is flexible but recommended as we want to ensure that your presentations are here upon your arrival.

InterContinental New York Barclay
Attn: Margaret Yap
111 E 48th Street
New York, NY 10017
212-755-5900

Please label all packages with "Morgan Stanley US Financials, Payments & CRE Conference" and include your company name to ensure proper delivery. We prefer you utilize the below documents for sending.

Please Note: It is the individual company's responsibility to make arrangements to print and ship company literature, in addition to returning any leftover company literature. Morgan Stanley will not be responsible for printing any material or shipping leftover material.

Useful information

Attire

Business attire is appropriate for the conference days.

Meal Functions

We will be hosting breakfasts and lunches for all attendees during the conference. Special dietary needs can be submitted as a part of your online registration.

Contacts

If you have any questions, please contact the following:

Agenda & One-on-One/Small Group Meetings

Financials & Payments Corporate Contact

Caitlin Peterson
212-761-8645
fins2023@morganstanley.com

Real Estate Corporate Contact

Jancy Yang
212-761-9679
Jancy.Yang@morganstanley.com

Event Management

finspaymentscre@morganstanley.com


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