Chronicle

2003

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.

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2004

Start with roadshows with board members at institutional investors in Germany.

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2005

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.

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2006

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. Invited to the analyst conference there.

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2007

Performance of our 20th Roadshow in Zurich and 5th Roadshow in London.

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2008

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. Numerous Madrid roadshows and contact with the football industry.

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2009

Roadshow record: 20 roadshow days in Europe with a stock company in a year.

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2010

Analyst team: 8 analysts; Roadshows in Warsaw. Moving to a larger office from Unterlindau (Frankfurt / Westend) to Ruesterstrasse (Frankfurt / Westend).

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2011

Start Coverage BMW AG; Roadshow with DANSKE Bank in Germany, Austria and Switzerland. First analyst in Warsaw.

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2012

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.

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2013

Organization of the Speeddating for Deutsche Börse AG at the Deutsche Eigenkapitalforum in Frankfurt am Main. Move to a larger office from Rüsterstrasse (Frankfurt / Westend) to Arndtstraße (Frankfurt / Westend). The third moving of office, also in Westend, to a listed building at the Arndstraße 47.

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2014

First Italian customers; First fund event in Frankfurt Hotel Hessischer Hof; Start of Coverage Volkswagen AG.

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2015

First Kalliwoda Capital Markets Conferences in Brussels; Team Membership: 17. First Kalliwoda-Capital -Evenings in our Westend office Arndtstraße.

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2016

First Kalliwoda Capital Markets Conferences in Madrid and Barcelona and 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. Continued Coverage of S-DAX and Tec-Dax and DAX Companies and small caps. Metzler Bank begins in Jan. 2017 beeing sponsor at Kalliwoda Conferences in Warsaw.

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2017

9th Kalliwoda conference in Warsaw (January 2017) with a record participation of 30 institutional polish investors and stock corporations with total market capitalization of 75 billion euros and with the first presence of our new sponsor Metzler Bank from Frankfurt am Main.

3rd Kalliwoda Conference in Madrid & Barcelona (April 2017) with German and Swiss stock corporations with a total of EUR 5 billion market capitalization and Spanish institutional investors.

10th Kalliwoda Conference in Warsaw (June 2017), this time 2-days; and 4th Kalliwoda Conference in Madrid & Barcelona (September 2017) and 4th Kalliwoda Brussels Conference (October 2017), as well as 2nd and 3rd Kalliwoda Amsterdam Conference (Feb. and September 2017) with listed companies with capitalization in total of EUR 129 billion. This is a record in our history

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2018

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. 4th Brussels Conference, 3rd Madrid and Barcelona Conference. Our continuous Kalliwoda-Capital-Evenings with companies from the M- and S-Dax and Tec-Dax. Institutional investors at our Frankfurt-Westend office. Our investor organisation for Bundesliga football events in Berlin and Gelsenkirchen: Hertha BSC and Schalke 04 on behalf of bet-at-home.com AG.

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2019

We also perform road shows for investment fund companies. We receive invitations to fund platforms, for example in Mannheim, in the Rosengarten, where we can experience trends and qualified exchange. This benefits our investment fund clients. Our 12th Warsaw Summer Conference was, as before many times in the Polonia Palace Hotel, again with many listed companies. We also welcomed guests from Poland at our Frankfurt Office. The demand from German investors for Polish companies is encouraging. In Budapest we held investor roadshows. We were already there in 2006. It is very pleasing to see that things are moving forward in both directions. We bring German companies to Hungarian investors and we cover Hungarian companies and carry out roadshows with them in Western Europe, for example in Germany, Austria, and Switzerland.

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2020

We had already carried out our first roadshows in Budapest in 2006 and ever since kept in touch. Recently we have been able to grow strongly in Hungary and already have 4 companies under coverage and an increasing number of roadshows on site. This year virtual since March. In February we held this year's Warsaw Winter Conference. An anniversary, the 15th Kalliwoda-Warsaw Conference, still on site in summer, our 16th, in virtual form. This year we replaced all conferences with our virtual conferences. The contact between issuers and our investors is essential. First virtual Kalliwoda conference Latin America in connection with our 10th Kalliwoda Spain conference.

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2021

We do conferences and roadshows with huge companies. Here between 5 and 62 billion Euro Market-Capitalization. This year mostly online.

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2022

In 2022, we did Mid-day Capital evenings regulairly in our Frankfurt Westend-Office with the nice skyline view.

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2023

In 2024, we did our 6th roadshow in Lisbon and Porto ! This time with a big Biotech-Company.

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2024

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 and could have asked them questions about their Asset-Allocations philosophies. We are in Zurich every month with our roadshows.

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