http://blog.sethgoldstein.com/2004/04/04/transparent-bundles-part-iii/ Transparent Bundles- from Wall Street to the Web Tue, 06 Jan 2009 00:01:12 +0000 http://wordpress.org/?v=2.2 http://blog.sethgoldstein.com/2004/04/04/transparent-bundles-part-iii/#comment-7 Brian from NYC Wed, 05 May 2004 19:13:14 +0000 http://blog.sethgoldstein.com/2004/04/04/transparent-bundles-part-iii/#comment-7 Since Reg FD doesn't apply outside the US (at least in non-US listed foreign cos) access to management is still valuable because it is possible to get incremental non-public information from the meetings. Also when you operate in the US frequently travelling around the world to meet all the companies you look at can be time consuming. So in this respect the 'consierge service' at least still adds value for international buy-siders. Since Reg FD doesn’t apply outside the US (at least in non-US listed foreign cos) access to management is still valuable because it is possible to get incremental non-public information from the meetings. Also when you operate in the US frequently travelling around the world to meet all the companies you look at can be time consuming. So in this respect the ‘consierge service’ at least still adds value for international buy-siders.

]]>