Groundhog Day Investment Forum

To Register for 21st Emerald Groundhog Day Investment Forum Click here

Date: Thursday, February 6, 2014
Location: Radisson-Warwick Hotel
17th & Locust Streets
Philadelphia, Pa.

Click here to view Emerald preparing for Groundhog Day Forum

Please revisit with us as more details become available.

Investment Forum

A Premier Philadelphia Yearly Event

Each year while Punxsutawney Phil remains true to the fine Pennsylvania tradition of shadow checking on February 2nd, another great state tradition takes place in Philadelphia on or around the same day. Just as Phil's expertise gathers the attention of weather enthusiasts, The Emerald Groundhog Day Investment Forum captures the interest of investment professionals throughout the country.

Each year Emerald holds its Groundhog Day Investment Forum on or around February 2nd, showcasing both public and private companies. An event that started in 1994 with just under 100 attendees and less than a dozen presenting companies, today registers 300 to 400 investment professionals who come to hear from up to 40 companies and participate in various panel discussions focused on the key issues facing the investment community. What makes this forum unique is that the smaller size company gets the opportunity to have its story heard by successful investment professionals. Many of the companies who present do not receive a lot of research coverage and Emerald has provided a "forum" where their growth stories can be told and their niche publicly defined. Emerald has been doing extensive research on companies of any market capitalization size through its intense fundamental bottom-up research approach well before the introduction of the Forum.

Investment Forum

The focus of the annual Emerald Groundhog Day Investment Forum is to provide smaller companies the opportunity to speak publicly about their accomplishments and continued plans for growth. This Forum differentiates Emerald from other firms by keeping our original vision to recognize smaller, unique companies that are typically under the radar screens of industry analysts. Since many of the presenting companies are sparsely covered by Wall Street’s analysts, we believe those investment professionals who attend the Forum gain valuable insight to industry trends and the companies playing key leadership roles.

The Forum also features keynote speakers who provide very timely reviews and explanations of current issues. Some recent former speakers include Treasury Secretary, John Snow, Pennsylvania Governor, Ed Rendell, and co-founder of The and host of CNBC's 'Mad Money', Jim Cramer to name a few.

An additional highlight of the Forum is the presentation of the Emerald E-3 awards. The E-3 award was created to recognize the best in entrepreneurial excellence. Through an intensive multi-faceted process Emerald identifies corporate leaders from both the public and private sector. For more information about the E-3 award click here.

Click here to view more photos from previous Groundhog Day Investment Forums.

Investment Forum Investment Forum

2013 Event Sponsors:

Sturdivant Janney Boening & Scattergood Pepper Hamilton LLP Attorneys at Law TEG Greentree Patriot Financial Partners, L.P.


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Team Biographies

Meet Team Emerald: Team Bios

Team Emerald Snapshot


November 1991

Type of Business

Closely Held Corporation


Investment Philosophy

Fundamental, Bottom-up Research Driven

Assets Under Management

$2.6 billion as of
September 30, 2013