Fordham University, New York
The IR Magazine Conference – Small Cap is the first best practice event in New York exclusively for CEOs, CFOs, IROs and advisors from small cap companies. Spanning multiple industries, the one-day conference will focus on key issues affecting small cap companies including crisis planning, investor relations 101, Q & A with the investment community, how to get coverage, effectively using social media and global best practices.
Timely event: with the year-end fast approaching, this event is perfectly positioned to help you take stock of the year-to-date, refocus and plan for 2018
Benchmarking: it is a great opportunity to evaluate where you stand in comparison to your peers, how other small cap companies have managed and overcome similar situations
Run lean: learn how to have maximum strategic impact with limited resources – do more with less, learn how seasoned IR professionals prioritise their team
Unique format: our format enables participants to network extensively, discuss, debate and dissect topical issues
Discover something new: learn about new technologies, innovations, and services that are available to help to transform your IR strategy, increase productivity and make better decisions
Network with the community: meet with investors, analysts, experts, and peers
Breakfast and registration
Welcome and opening remarks
Macroeconomic briefing: The year in review, year-end predictions & looking into 2018
Investor relations 101: Setting up an IR department – Are you representing yourself right?
Investor intelligence 1: Q&A with the investment community
Investor intelligence 2: Expanding your investor base with high impact targeting
Sticking to script: Crisis planning, communication and competition
Digitisation of IR: Using social media and third party tools to differentiate your business
Best practice from award-winning IR professionals at small cap companies
End of discussions
Percentage of shares held by institutions falls below 50%...
Micro-cap companies beware...
Who do small-cap IROs report to?...
A new social network for IR professionals! Connect with your peers via private messaging and groups, share ideas and know-how in the community forum, read all the latest IR news and download IR resources from the extensive, free knowledge base. Site features include:
Networking: Network with your peers by searching based on their sector, market cap, location and role, or look for individuals by their name or company. Connect with other members via private messaging and open or private groups.
Share knowledge and ideas: IRspace’s professionally moderated community forum will allow members to post queries and discussion topics and receive answers from a community of global IROs. This provides an opportunity for members to compare best practices and promote their own blog posts and thought leadership. Members can post queries anonymously or as themselves.
Knowledge base: The site contains an extensive, free and searchable knowledge base, granting IROs access to white papers, strategy and planning guides, research reports, investor perception studies and webinar recordings, as well as all the latest news and articles in the world of IR.
In association with
The mission of the Gabelli School of Business is to develop business leaders who are equipped for continuous growth in the changing global environment. Located in New York City, the commercial capital of the world, the Gabelli School is uniquely positioned to offer students the opportunity to participate in both regional and international economies. Its reputation will continue to be built upon excellence in teaching and scholarship. Learn more about our graduate business programs, which can provide targeted knowledge and skills in finance, information technology, business communication, accounting, law, strategic relationship management, and more. For more information, visit www.fordham.edu/business
OTC Markets Group Inc. (OTCQX: OTCM) operates Open, Transparent and Connected financial marketplaces for 10,000 U.S. and global securities. Through our OTC Link® ATS, we directly link a diverse network of broker-dealers that provide liquidity and execution services for a wide spectrum of securities. We organize these securities into marketplaces to better inform investors of opportunities and risks – OTCQX®, The Best Marketplace; OTCQB®, The Venture Marketplace; and OTC Pink®, The Open Marketplace. Our data-driven platform enables investors to easily trade through the broker of their choice at the best possible price and empowers a broad range of companies to improve the quality and availability of information for their investors.
To learn more about how we create better informed and more efficient financial marketplaces, visit www.otcmarkets.com.
OTC Link ATS is operated by OTC Link LLC, member FINRA/SIPC and SEC regulated ATS.
Nasdaq (Nasdaq: NDAQ) is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today’s global capital markets. As the creator of the world’s first electronic stock market, its technology powers more than 89 marketplaces in 50 countries, and 1 in 10 of the world’s securities transactions. Nasdaq is home to 3,800 total listings with a market value of $11 trillion.
Sidoti & Company, LLC is Wall Street’s preeminent provider of equity research generally focused on companies with market capitalizations of under $3 billion. We cover over 250 companies across a range of industries. The companies covered by our traditional research typically have a history of profitability, maintain strong balance sheets, and tend to have limited, if any, coverage by other Wall Street firms.
Our approach affords institutional investor clients a combination of high-quality research, a small- and micro-cap company focused nationwide sales effort, broad access to corporate management teams, and extensive trading support. We serve nearly 500 institutional clients in the U.S., Canada and the U.K., including many leading managers of portfolios with $200 million to $2 billion of assets. We believe that these asset managers are generally underserved by other larger brokerage firms that typically target larger managers.
Sidoti & Company also hosts a fee-based biannual convention in New York focusing small- and micro-cap companies. Sidoti is a provider of company sponsored research.
We are a broker-dealer registered with the SEC and a FINRA member firm. We provide a broad range of securities-related services. In addition to our high-quality research, our sales and trading services are distinguished by prompt execution, a competitive commission structure and access to smart order routing that utilizes all available sources of liquidity. From time to time, we are invited to participate as an underwriter, dealer, placement agent or initial purchaser in securities offerings for issuers for which we provide research coverage. Given our knowledge of the companies we cover, we believe that we are able to contribute to these capital-raising transactions. We also assist our issuers with stock repurchase programs, block trades and organized (Rule 10b5-1) trading plans.
For more information, please visit www.sidoti.com
The passes below will provide you with full access to the event and networking breaks. The ‘corporate attendee’ rate is reserved for publicly listed companies only. All others will have to book under the ‘non-corporate’ rate.
Please note that the rates below are our early bird rates which will expire on July 31, 2017. Any bookings made after this date, will be charged at the standard rate.