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Travel Report «Jefferies US West Coast CB Tour» 2025

This year, once again, we were able to join an exclusive corporate tour along the U.S. West Coast with a select group of convertible bond investors from North America and Europe, making stops in San Francisco, San Jose, San Diego, and Las Vegas.

This investor trip provided us with direct access to the leadership teams of a total of 16 companies, enabling high-level dialogue. All selected companies have convertible bonds outstanding and come from various sectors, including artificial intelligence, fintech, blockchain, healthcare, and renewable energy. The composition of the issuers also reflects the continually growing diversity within the U.S. convertible bond investment universe.

We were able to meet and visit the companies on-site, which offered detailed insights. This specialized group engaged in in-depth discussions with each company’s management and learned about background factors influencing growth forecasts, as well as the opportunities and challenges facing the different firms.

We are pleased to present a travel report that provides a concise overview of the companies visited along with their business models and market positioning (in German only).

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