Intelligence Through Interaction

Unlike traditional Wall Street Corporate Access, OTR Global’s sole use of its ViewPoint® events is to present differentiated, thoughtful, and actionable ideas. As a natural complement to its research, OTR Global's events offer clients the exclusive opportunity to engage directly with its network of sources as well as other industry and thought leaders. Events are structured on an important investment opportunity or theme and frequently highlight promising innovations, disruptive trends, and exciting new market insights. 

ViewPoint events are conducted in a variety of venues and formats around the globe, including but not limited to; dinners, lunches, one-on-one & group meetings, panel discussions & conferences, trips, and teleconferences.  The event series features an average of 35+ unique opportunities annually.

Since 1995 OTR has continued to build tremendous relationships and is able to assemble well-informed, thoughtful individuals to discuss important investment related issues. One of many aspects that makes OTR unique is that the firm does not conduct any banking or consultancy services; OTR is only paid on the quality of its research.


Examples of Featured Guests and Events

  General Michael Hayden, former Director of the CIA and NSA
  Paul Volcker, former Chairman of the Federal Reserve
  Jay Walker, Chairman, Walker Digital
  Gian Fulgoni, Executive Chairman & Co-Founder, comScore (SCOR)
  Annual GSMA Mobile World Congress Networking Event
  Natural & Organic Foods/Consumer Products Executive Panel
  Henry Paulson, former U.S. Secretary of the Treasury
  Tom Cook, CEO, Permabit


Compliance: All speakers are prohibited from discussing material non-public company matters or developments regarding any public company with any participants, including current or prospective investors. OTR Global's events team, along with the compliance department, ensures all marketing materials are current and comply with all FINRA and SEC regulations.

OTR ViewPoint events are private. These events are provided for the benefit of the firm's clients. OTR Global does not disclose participants' identities to the media or in any other public forum.

OTR GLOBAL PRIMARY INTELLIGENCE is a registered trademark of OTR GLOBAL HOLDINGS II, Inc. and OTR VIEWPOINT is a registered trademark of OTR Global Trading LLC.