Foundation
Foundation of Dr. Kalliwoda Research in the Westend of Frankfurt am Main, Unterlindau street with focus on Software-IT-Logistics and Semiconductor Research. After about 6 years of analysis experience with German (Frankfurt/Main) and especially Swiss banks and investment companies (Zurich) it was a good time to found my company.
First Roadshows
Start with roadshows with board members at institutional investors in Germany.
European Expansion
Start with roadshow with board members at institutional investors in Denmark, Switzerland, Austria, Luxembourg and the United Kingdom. Expansion Coverage: Media, Energy, Raw Materials and Technology.
Global Reach
Start with roadshows in Norway, Sweden, France, Spain, Belgium and Hungary. Acquisition of large customers from Germany, Canada, USA, China. Analyst team: 5 analysts. First TV appearance. Due diligence of our client from Canada/South Africa. Diamond production in the Orange River region. Visit of the "diamond birthplace" Kimberley.
Milestone Roadshows
Performance of our 20th Roadshow in Zurich and 5th Roadshow in London.
GmbH Formation
Conversion of the private Kalliwoda firm to Dr. Kalliwoda Research GmbH. First Fieldtrips to Poland: Warsaw, Poznań, Katowice, Krakow. Roadshow with Chinese companies in Frankfurt am Main and also due diligence/acquisition/analysis in Beijing for Chinese companies.
Record Year
Roadshow record: 20 roadshow days in Europe with a stock company in a year.
Team Growth
Analyst team: 8 analysts; Roadshows in Warsaw. Moving to a larger office from Unterlindau (Frankfurt / Westend) to Ruesterstrasse (Frankfurt / Westend).
BMW Coverage
Start Coverage BMW AG; Roadshow with DANSKE Bank in Germany, Austria and Switzerland. First analyst in Warsaw.
China & First Conference
First visit to Automotive Analyst meeting in China Shenyang and Beijing. First Kalliwoda conference in Warsaw; Talanx AG as the largest participant in 2012/2013.
New Office
Organization of the Speeddating for Deutsche Börse AG at the Deutsche Eigenkapitalforum in Frankfurt am Main. Move to a larger office from Rüsterstrasse to Arndstraße 47 in Frankfurt/Westend - a listed building.
Italian Market
First Italian customers; First fund event in Frankfurt Hotel Hessischer Hof; Start of Coverage Volkswagen AG.
Brussels & Team Growth
First Kalliwoda Capital Markets Conferences in Brussels; Team Membership: 17. First Kalliwoda-Capital-Evenings in our Westend office Arndtstraße.
Major Expansion
First Kalliwoda Capital Markets Conferences in Madrid, Barcelona, Amsterdam and Frankfurt am Main. 17 billion euros Market capitalization at the 8th Kalliwoda Warsaw Conference. Roadshow days exceed 500; Conference / Capital Evenings exceeds 20. Visiting clients in New York, USA. Coverage of Daimler AG. Metzler Bank begins in Jan. 2017 being sponsor at Kalliwoda Conferences in Warsaw.
Record Year
9th Kalliwoda conference in Warsaw with record participation of 30 institutional polish investors and stock corporations with total market capitalization of 75 billion euros with Metzler Bank as sponsor. Multiple conferences in Madrid, Barcelona, Brussels, and Amsterdam. Listed companies with capitalization in total of EUR 129 billion - a record in our history!
Lugano & Entertainment
1st Lugano Conference with AGs from Germany at our wealth managers and family offices from Lugano/Ticino area. 11th & 12th Warsaw Conference, Berlinale Berlin Entertainment studies written. Media. Bundesliga football events in Berlin and Gelsenkirchen: Hertha BSC and Schalke 04 on behalf of bet-at-home.com AG.
Fund Platforms
We also perform road shows for investment fund companies. We receive invitations to fund platforms, for example in Mannheim, in the Rosengarten. Our 12th Warsaw Summer Conference was again with many listed companies. In Budapest we held investor roadshows - bringing German companies to Hungarian investors and covering Hungarian companies for Western Europe.
Virtual Transition
Growth in Hungary with 4 companies under coverage. In February we held the Warsaw Winter Conference. Our 16th Warsaw Conference in virtual form. First virtual Kalliwoda conference Latin America in connection with our 10th Kalliwoda Spain conference.
Large Cap Focus
We do conferences and roadshows with huge companies. Here between 5 and 62 billion Euro Market-Capitalization. This year mostly online.
Return to Office
In 2022, we did Mid-day Capital evenings regularly in our Frankfurt Westend-Office with the nice skyline view.
Portugal Roadshow
In 2023, we did our 6th roadshow in Lisbon and Porto! This time with a big Biotech-Company.
Continued Success
In 2024, we have already held a roadshow in Madrid & Barcelona in January and February as well as our 23rd Dr Kalliwoda WARSAW Capital Markets Conference. In Mannheim we met big investors and Monetary policy experts. We are in Zurich every month with our roadshows.