Broadridge Financial Solutions, Inc. (BR) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

Patrick O’Shaughnessy
Raymond James & Associates, Inc., Research Division

Going to get started. Thank you, everybody, for joining us this morning, and welcome to the conference. This is your first presentation. I’m Patrick O’Shaughnessy, the Capital Markets technology analyst here at Raymond James. And presenting this morning for our fireside chat, we have Tim Gokey, CEO of Broadridge Financial. So Tim, welcome back.

Timothy Gokey
CEO, Executive Officer & Executive Director

Great. Thank you for having me here. And great to help open things up.

Patrick O’Shaughnessy
Raymond James & Associates, Inc., Research Division

So to get started, for those in the room who might be less familiar with Broadridge, can you please provide a brief overview of the company and what you think makes it unique?

Timothy Gokey
CEO, Executive Officer & Executive Director

Yes. Thank you. And I’m really excited to be here today because I think it is a time of tremendous change, obviously, as we look around. And we think that we are uniquely positioned to help drive innovation at scale in our part of the industry.

So for those of you less familiar, we sit at the intersection of capital markets, wealth management, asset management and public companies. And we scaled quite a bit over the past 15 years, and we’ve done that really by growing and innovating at the intersection of key long-term trends like the acceleration of trading and the democratization of investing. And we think some of the changes we’re seeing right now are just going to continue to accelerate those trends, really putting us