IR Magazine

IR Magazine Awards – US 2018
Celebrating IR excellence

Thursday, March 22, 2018

Cipriani Wall Street, New York, NY

About the awards

On Thursday, March 22, 2018 the IR Magazine Awards – US 2018  honored excellence in the investor relations profession at Cipriani Wall Street. Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys behind the awards. The result: vital benchmarking information on which companies do the best IR.

Over the last two decades the awards program has expanded to recognize more aspects of investor relations, particularly the contributions of senior management, as well as to identify the best IR by sector. In addition, the research now covers the perspective of winning companies in addition to the views of analysts and investors.

In 2018, for the very first time, we presented two types of award categories – researched and nominated – both celebrating the success of those individuals and companies that are leading the way in IR across the US. For our researched categories, companies did not submit nominations. Instead, hundreds of analysts and investors cast their votes and gave their opinions on which companies do the best IR in the US. In our nominated categories, companies had the opportunity to nominate themselves or other publicly listed companies, free of charge, for aspects of IR that complement our researched categories. More information on the categories and how winners are chosen can be found below.

Awards by research

For our researched categories, companies did not submit nominations. Instead, hundreds of analysts and investors cast their votes and gave their opinions on which companies do the best IR in the US.

Click here to view the full list of 2018 winners and nominees!

Best overall investor relations (large cap)

Best overall investor relations (large cap)


Nominees

  • Citigroup

  • Danaher

    WINNER

  • JPMorgan Chase & Co

  • McDonald's

  • Salesforce.com

Best overall investor relations (mid-cap)

Best overall investor relations (mid-cap)


Nominees

  • Abiomed

  • Henry Schein

  • Jack in the Box

  • LendingTree

  • Wright Medical Group

Best overall investor relations (small cap)

Best overall investor relations (small cap)


Nominees

  • Ferro

  • NETGEAR

  • World Wrestling Entertainment

    Winner

Best investor relations officer (large cap)

Best investor relations officer (large cap)


Nominees

  • Boston Scientific - Susan Lisa

  • Danaher - Matt Gugino

  • PayPal - Gabrielle Rabinovitch

  • Salesforce.com - John Cummings

    Winner

Best investor relations officer (small & mid-cap)

Best investor relations officer (small & mid-cap)


Nominees

  • Jack in the Box - Carol DiRaimo

  • LendingTree - Trent Ziegler

  • Wright Medical Group - Julie Tracy

    Winner

Best IR by senior management team (large cap)

Best IR by senior management team (large cap)


Nominees

  • Applied Materials - Gary Dickerson, CEO & Dan Durn, CFO

  • Boston Scientific - Daniel Brennan, CFO & Michael Mahoney, CEO

  • Citigroup - Michael Corbat, CEO & John Gerspach, CFO

  • Danaher - Daniel Comas, CFO & Thomas Joyce, CEO

  • JPMorgan Chase & Co - Jamie Dimon, CEO & Marianne Lake, CFO

    WINNER

Best IR by senior management team (small & mid-cap)

Best IR by senior management team (small & mid-cap)


Nominees

  • Abiomed - Michael Minogue, CEO & Michael Tomsicek, CFO

  • Alaska Airlines - Brandon Pederson, CFO & Bradley Tilden, CEO

  • Henry Schein - Stanley Bergman, CEO & Steven Paladino, CFO

  • Jack in the Box - Leonard Comma, CEO & Jerry Rebel, CFO

Best use of technology and social media for IR

Best use of technology and social media for IR


Nominees

  • Facebook

  • T-Mobile US

  • Wright Medical Group

    WINNER

Best corporate governance

Best corporate governance


Nominees

  • Danaher

    WINNER

  • Facebook

  • International Paper

  • Johnson & Johnson

  • JPMorgan Chase & Co

Most progress in IR

Most progress in IR


Nominees

  • Blackbaud

  • Citigroup

    WINNER

  • McDonald's

  • Tesla

Best sustainability practice

Best sustainability practice


Nominees

  • Apple

  • Ecolab

  • Salesforce.com

  • Starbucks

    WINNER

Best IR during a corporate transaction

Best IR during a corporate transaction


Nominees

  • Abbott

    WINNER

  • Darden Restaurants

  • LogMeIn

  • Sherwin-Williams

Best IR for an IPO

Best IR for an IPO


Nominees

  • BlackLine

    WINNER

  • Floor & Décor

  • J.Jill

  • Jagged Peak Energy

Best IR by a non-North American company in the US market

Best IR by a non-North American company in the US market


Nominees

  • BP

  • Core Laboratories

  • Deutsche Post DHL

  • NXP Semiconductors

  • TechnipFMC

    WINNER

Best in sector: communications

Best in sector: communications


Nominees

  • Expedia

  • Facebook

  • T-Mobile US

    WINNER

  • World Wrestling Entertainment

Best in sector: consumer discretionary

Best in sector: consumer discretionary


Nominees

  • CBS

  • Jack in the Box

  • McDonald's

    WINNER

  • Starbucks

Best in sector: consumer staples

Best in sector: consumer staples


Nominees

  • Costco Wholesale

  • CVS Health Corp

  • Philip Morris International

    WINNER

  • Procter & Gamble

Best in sector: energy

Best in sector: energy


Nominees

  • Chevron

  • ConocoPhillips

    WINNER

  • Halliburton

  • Schlumberger

Best in sector: financials (including real estate)

Best in sector: financials (including real estate)


Nominees

  • Citigroup

  • JPMorgan Chase & Co

    WINNER

  • LendingTree

  • PayPal

Best in sector: healthcare

Best in sector: healthcare


Nominees

  • Boston Scientific

  • Danaher

    WINNER

  • Medtronic

  • Wright Medical Group

Best in sector: industrials

Best in sector: industrials


Nominees

  • Belden

  • CSX Corporation

  • FedEx

  • Fortive

    WINNER

Best in sector: materials

Best in sector: materials


Nominees

  • 3M

  • Ball Corporation

  • International Paper

    WINNER

  • Sherwin-Williams

Best in sector: technology

Best in sector: technology


Nominees

  • Applied Materials

  • Cisco Systems

  • Salesforce.com

  • ServiceNow

Best in sector: utilities

Best in sector: utilities


Nominees

  • Duke Energy

  • NextEra Energy

  • NiSource

  • Sempra Energy

The first thing to explain is that our awards are different from most others: for our awards by research, companies do not submit nominations. The winners are identified by in-depth research and any publicly traded company is eligible to be considered. This survey is the only one of its kind to go directly to the investment community, via a combination of an electronic survey and one-to-one telephone interviews, canvassing the opinions of the people who matter to you most.

August 2017: Sample selection

IR Magazine has been building investment community databases over the past 20 years. As part of the updating process, listed companies are contacted every year for details of the professionals who currently cover their stock. These details are combined with Ipreo’s list of US investment community contacts and are passed to Fox Insight

September 2017: Electronic survey

Fox Insight conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. The electronic survey typically receives 200 individual responses from the investment community. These responses then go to Mary Maude Research for initial analysis. The research firm determines what will constitute a representative sample, weighted for industry sector.

October – December 2017: Telephone survey

The telephone survey then gets under way. The researchers conduct in-depth interviews with an additional 250 portfolio managers and analysts across the US. Many of them participate in the study year after year, but there is always a healthy proportion of new respondents each year as well. As the research progresses, the sample is adjusted to ensure appropriate weightings are maintained.

Results analysis

Once the survey stage of the research is completed, the final analysis is undertaken. The companies with the highest scores make the short lists for the awards categories, and the points are further analyzed to identify the best exponents of IR by sector. The independence of our research is crucial to the integrity of the whole awards program, so IR Magazine sees the results only once the research is complete. This ensures a transparent, independent set of results that IROs can trust as a valuable benchmarking tool.

December 2017: Short list compiled

IR Magazine receives the results in December and contacts the short-listed companies to give them the good news. The short list is then published to the entire IR community the month before the event.

February 2018: Corporate research

Before the research is published on our website (as the IR Magazine Award Winning IR – US 2018), our in-house team surveys the nominated companies to ask about their IR programs and any special challenges they have faced in the past year. This allows us to provide the corporate context to the study and better understand the factors underlying IR success.

 March 22, 2018: Winners announced

And finally… on the night of the awards, the winners are announced and receive their trophies at a black-tie gala dinner in New York.

Coming soon: Report published

Shortly after the awards, the IR Magazine Award Winning IR – US 2018 is published and made available to IR Magazine subscribers.

For further information on the 2018 report, please contact IR Magazine’s head of research, David Barrett, at david.barrett@irmagazine.com.

 

Master of ceremonies

Jordyn Rolling is a dynamic journalist, producer and entertainer on the rise in New York City. Born and raised in Utah, she is a producer and host for BET, The Hollywood Reporter and VICE, and a former associate producer of Al Roker Entertainment’s BizWireTV and the CBS-produced, three-time Emmy Award-winning entertainment TV show Mark at the Movies.

A former Division 1 soccer player at Virginia Commonwealth University and Sac State, Rolling has hosted for numerous brands including NBC, Time, AOL, USA Today, CBS, Music Choice and Entravision. She has covered red carpets and interviewed A-list stars one-on-one in Los Angeles, New York City and Park City, Utah at the Sundance Film Festival. She has also served as master of ceremonies for various events.

In December 2016 Rolling received her master’s degree in multimedia journalism from NYU’s Arthur L Carter Journalism Institute.

Awards by Nomination

In our awards by nomination categories, we offered individuals and companies the opportunity to nominate themselves, free of charge, for aspects of IR that complement our researched categories. Click on the category names below to find out more.

Best financial reporting

Best financial reporting

Are shareholders and analysts raving about the quality of your annual print or online report? Have you successfully changed or updated your message to the Street? Give us your vision of best practice.

Nominees

  • Anadarko Petroleum

  • Encompass Health (formerly known as HealthSouth)

  • Pfizer

  • PTC

  • PVH Corp

  • Zillow Group

Best investor meetings

Best investor meetings

Did you hold an investor day, site visit or other investor event that marked your company out from the crowd?

Nominees

  • Aptiv

  • Honeywell

    WINNER

  • Ingredion

  • Mastercard

  • Quanta Services

  • Red Hat

  • Ubiquiti Networks

Best crisis management

Best crisis management

Describe how you successfully dealt with an unexpected event threatening your company's business or reputation.  

Nominees

  • Banc of California

    WINNER

  • Dentsply Sirona

Lifetime achievement

Lifetime achievement

Recognizing an outstanding career in investor relations, this award is presented to the brightest and best American IROs.

Nominees

  • Phil McAndrews, CMS Energy

  • Andy Backman, HC2 Holdings

  • William Galligan, Kansas City Southern

    WINNER

  • Laura Kiernan, Ubiquiti Networks

Rising star

Rising star

Open to IR professionals under 35, this award is looking for individuals bringing fresh thinking and a unique approach to the profession.

Nominees

  • Karen Werbel, AG Mortgage Investment Trust

  • Ryan Borg, Ally Financial

  • Tim Sedabres, Banc of California

  • Mark Furlong, Blackbaud

  • Amanda Cimaglia, Hannon Armstrong

Ben Ashwell

IR Magazine

Mickey Foster

FedEx

Barbara Gasper

Arbor Advisory Group

Gary LaBranche

NIRI

Smooch Repovich Reynolds

ZRG Partners

In 2018, we have introduced categories which are open to self-nomination. These categories differ from our traditional researched awards, as individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial members.

The judging process is made up of two simple phases:

PHASE 1: Judges are sent all submissions after the entry deadline for review. They are asked to score the entries for each category based on the given criteria. This will form the initial shortlists.

PHASE 2: For the second phase, judges come together to discuss and review, with renewed scrutiny, those entries that have made it through to the shortlist. This final stage will determine the winners and high commendations, where applicable, in each category.

The 2018 nomination period is now closed.

2018 Sponsors

Would you like to sponsor the 2019 awards?

Our awards provides a unique opportunity to get in front of some of the most influential people in North-America. As a sponsor, you will gain an extensive amount of exposure through a wide range of marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region.

Sponsoring the event will provide:

  • A chance to network with qualified, senior decision-makers in the IR community
  • Increased awareness and credibility through association with the region’s leading awards
  • New business opportunities through higher-brand presence among current and potential clients
  • The chance to entertain clients at the most respected event of the year
  • Exposure as the market leader in your chosen area by sponsoring the awards that best reflect your area of expertise

To find out more about the benefits of sponsoring and the various packages available, email Ian Richman or call on +1 212 430 6865.

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