Cipriani Wall Street, New York, NY
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.
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.
JPMorgan Chase & Co
Jack in the Box
Wright Medical Group
World Wrestling Entertainment
Boston Scientific - Susan Lisa
Danaher - Matt Gugino
PayPal - Gabrielle Rabinovitch
Salesforce.com - John Cummings
Jack in the Box - Carol DiRaimo
LendingTree - Trent Ziegler
Wright Medical Group - Julie Tracy
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
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
Wright Medical Group
Johnson & Johnson
JPMorgan Chase & Co
Floor & Décor
Jagged Peak Energy
Deutsche Post DHL
World Wrestling Entertainment
Jack in the Box
CVS Health Corp
Philip Morris International
Procter & Gamble
JPMorgan Chase & Co
Wright Medical Group
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.
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 email@example.com.
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.
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.
Encompass Health (formerly known as HealthSouth)
Banc of California
Phil McAndrews, CMS Energy
Andy Backman, HC2 Holdings
William Galligan, Kansas City Southern
Laura Kiernan, Ubiquiti Networks
Karen Werbel, AG Mortgage Investment Trust
Ryan Borg, Ally Financial
Tim Sedabres, Banc of California
Mark Furlong, Blackbaud
Amanda Cimaglia, Hannon Armstrong
Arbor Advisory Group
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.
Baird is an employee-owned, global financial services firm with $171 billion in client assets. We provide wealth management, capital markets, asset management and private equity services through relationships, offices and affiliates in North America, Europe, Asia and Australia. We leverage our 99-year history and reputation to deliver outstanding results to our corporate and institutional partners and rank #4 in Fortune’s “100 Best Companies to Work For,” our 14th straight year on the chart.
For more information, please visit rwbaird.com
Bank of America is one of the world’s largest financial institutions, serving large corporations, small- and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk management products and services. Bank of America Merrill Lynch is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital raising solutions, lending, risk management, treasury, liquidity, and payments management. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
For additional information regarding Bank of America Merrill Lynch, please visit www.bofaml.com
Blender is an award-winning design agency and a leader of investor marketing in North America. We’ve worked with over 500 private and publicly traded companies on all major stock exchanges including NYSE, NASDAQ, and TSX.
For more information, visit www.blendermedia.com
BNY Mellon acts as a depositary bank for more than 1,000 issuers from 64 countries and accounts for a 57% in share of sponsored programs as of December 31, 2016. We are a global a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle.
Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of September 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Computershare and Georgeson are the world’s foremost providers of strategic shareholder services to corporations and shareholder groups. Our team offers unsurpassed expertise and responsive client service as well as innovative technology and tools for transfer agency, corporate governance, annual meetings, stakeholder communications, proxy contests and corporate actions. Trusted by more than 6,000 companies representing 25 million shareholder accounts, our proven solutions put our clients’ and their stakeholders’ needs first.
Computershare is a global market leader in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications. We also specialize in corporate trust services, tax voucher solutions, bankruptcy administration and a range of other diversified financial and governance services. Many of the world’s leading organizations use these core competencies to help maximize the value of relationships with their investors, employees, creditors, members and customers.
Georgeson is the world’s foremost provider of strategic shareholder services to corporations and shareholder groups working to influence corporate strategy. We offer unsurpassed advice and representation for annual meetings, mergers and acquisitions, proxy contests and other extraordinary transactions. Our core proxy expertise is enhanced with and complemented by our strategic consulting and asset reunification services, as well as by the Georgeson inVUTMplatform, a software tool that provides insight into investor ownership and voting profiles.
Corbin Advisors is a specialized investor relations (IR) advisory firm with a track record as a strategic advisor and catalyst for positive, thoughtful change. Our proprietary approach combines shareholder research, investor engagement and communication strategies to unlock embedded value for public companies. Leveraging deep experience across sectors, market-caps and company situations, we engage with public companies on both high-level strategy and tactical execution.
Our comprehensive services include perception studies, investor targeting and marketing, investor presentations, investor days, specialized research, and retainer and event-driven consulting. Inside The Buy-side®, our industry-leading research publication, is covered by news affiliates globally and regularly featured on CNBC.
To learn more about us and the results we help our clients achieve, visit www.corbinadvisors.com
Cowen and Company, the broker-dealer business of Cowen Group, Inc. (NASDAQ: COWN), provides industry focused investment banking for growth-oriented companies, domain knowledge-driven research services and a robust sales and trading platform to companies and institutional investor clients. Sectors of focus for the business include healthcare, technology, telecommunications, aerospace and defense/industrials, consumer, energy, metals and mining and transportation. Founded in 1918, Cowen Group is headquartered in New York and has offices located in major financial centers around the world.
For more information, please visit www.cowen.com
Donnelley Financial Solutions (NYSE: DFIN) provides software and services that enable clients to communicate with confidence in a complex regulatory environment. With 3,500 employees in 61 locations across 18 countries, we provide thousands of clients globally with innovative tools for content creation, management and distribution, as well as data analytics and multi-lingual translations services. Leveraging advanced technology, deep-domain expertise and 24/7 support, we deliver cost-effective solutions to meet the evolving needs of our clients.
For more information, please visit www.dfsco.com
Driven Worldwide is a global chauffeur drive company that focuses on delivering financial roadshows, executive transfers, conferences & events, as well as high security services. We consider ourselves to be a “one-stop-shop” provider, and have built our reputation by delivering the highest profile financial roadshows to investor relations teams and major investment banks across the world. In 2017, from our offices in New Jersey, London and Hong Kong, we successfully delivered 10,000 roadshows across 1,500 locations and 106 countries
To learn more about Driven Worlwide visit their website here
For more information, please visit https://equiniti.com/us/
EQS Group is a leading international technology provider for Digital Investor Relations. More than 8,000 companies worldwide trust EQS’s products and services to securely, efficiently, and simultaneously fulfil complex national and international disclosure and compliance requirements to the global investment community.
The EQS COCKPIT, a cloud-based IR workflow platform, digitally maps the work processes of IR Officers, communicates with the company’s website, and distributes company releases via one of the most important financial newswires. With additional products such as websites, IR tools, digital reports, and webcasting solutions, EQS Group is a digital single source provider.
EQS Group was founded in Munich, Germany in 2000 and has developed from a start-up to an international group with offices in the world’s key financial markets. The group employs more than 300 professionals globally.
For more information, please visit www.eqs.com
IEX is on a mission to build fairer markets. Founded in 2012 and headquartered in New York City, IEX introduced its first trading venue in 2013 and launched as a U.S. stock exchange in 2016. IEX is the stock exchange that believes that every investor has the right to trade on equal and fair terms, on every trade. Learn more at: iextrading.com.
Innisfree provides sound advice and results-oriented implementation in domestic and cross border proxy solicitations, tender/exchange offers, mergers and other corporate actions, as well as consulting services on strategic management issues, including corporate governance and investor relations.
For more information, please visit www.innisfreema.com
Ipreo powers the networks that connect capital to ideas. We are a leading global provider of financial services technology, data and analytics, supporting all participants in the capital-raising process, including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. Our unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1000 employees serving clients in every major financial hub around the world.
For more information, visit www.ipreo.com.
Labrador is a communication agency focused on regulated disclosure documents. We help you bridge the gap between compliance and communication, because what you say is only as important as what your readers understand. In today’s world, compliance alone is not enough to persuade your stakeholders. Plain English and intelligent design are essential tools in presenting your company’s governance and compensation stories to better attract and engage your target audience. We offer a single-source solution for advisory, design, production, SEC filing, print and digital solutions. We are a team of innovators dedicated to helping our large to small cap clients across industries publish reader-focused regulatory disclosure.
For more information, please visit www.labrador-company.com
Founded in 1995, LEERINK Partners is a leading investment bank, specializing in healthcare. Our knowledge, experience and focus enable us to help our clients define and achieve their strategic, capital markets and investment objectives. We partner with companies that develop and commercialize innovative products and services that are defining the future of healthcare.
For more information visit http://www.leerink.com/
MacKenzie Partners is a full-service proxy solicitation, investor relations and corporate governance consulting firm specializing in mergers-and-acquisitions related transactions. The firm has offices in New York City, Los Angeles, Palo Alto and London.
For more information, please visit www.mackenziepartners.com
MessageBank is a leading provider of customized conferencing/web multimedia event solutions to the corporate marketplace.
We produce hundreds of strategic conference calls and webcasts for global, multinational companies. With an emphasis on industry-aligned consultative services and support delivered by the executive management team, MessageBank bridges best practices, consistent value-add and coordinated execution for the most sensitive audio, web and video communications with market constituents including shareholders, analysts, employees and the media.
MessageBank provides seasoned expertise in ‘event’ management for applications including earnings, off-site investor days, M&A transaction announcements, corporate ‘town hall’ and employee meetings, crisis, regulatory communications, press briefings and product and service launches/webinars. Our service and support is unyielding….business deserves this!
For more information click here
Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. With professionals in offices throughout the US, Canada, Mexico, Brazil and Chile, Mizuho’s operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Learn more at mizuhoamericas.com.
Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG). The Mizuho group is a global financial services leader with offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Mizuho provides expertise in retail banking, corporate finance, investment banking, asset management, capital markets, and sales and trading, to help businesses develop and find new opportunities for growth.
To learn more: www.mizuho-fg.com
1251 Avenue of the Americas
New York, NY 10020
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
Okapi Partners LLC is a strategic proxy solicitation and investor response firm providing a full range of solicitation and information agent services, as well as related consultation and advice to our clients. We represent listed companies, mutual funds and investors, providing our clients with superior service, established industry relationships and outstanding execution capabilities.
For more information, please visit us at www.okapipartners.com
Q4 is the fastest growing cloud-based investor relations and capital market solutions to the IR Industry with over 1,200 clients. Public companies the world over (many of which are Fortune 1000 brands) look to our leading web and intelligence solutions to power successful (and award winning) IR programs — and to better connect with their investors, make more effective decisions, and understand the capital markets.
Learn more at http://www.q4inc.com.
The NuVo Group provides financial printing, digital publishing and EDGAR SEC electronic filing services to some of the world’s most respected financial institutions. We possess the tools, team and advanced technologies to ensure an exceptional customer experience — ease of process, rapid execution, regulatory compliance and, of course, uncompromising accuracy. Our Mission & Vision is to consistently perform in ways that make our customers’ jobs easier, and their printing and filing faster, to leverage the most experienced talent, effective tools and advanced technologies in financial printing, digital publishing and EDGAR SEC filing today in order to simplify, accelerate and enhance the end product we proudly deliver to our customers — on time, in format and on budget. To lead in the design and development of groundbreaking services, solutions and support systems, innovations that redefine the industry of financial printing, digital publishing and EDGAR SEC filing and deliver more tangible value and responsiveness to customers — compressed lead times, error-free documents, streamlined production and reduced cost. Proud to be named one of Inc 5000’s Fastest Growing Private Companies.
For more information, please visit http://www.thenuvogroup.com/
UBS Access sees global trends as they unfold. We can provide corporate clients with access to our global network of institutional investors, give insights into capital movements and explain the impact of shifts in investment strategies. As a UBS client, our goal is to maximize you and your management’s time in front of investors. Leverage our expertise in bespoke shareholder analysis, current IRO trends, and the evolution of asset management.
Click here to find out more information about UBS
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Business Wire, a Berkshire Hathaway company, is the global leader in multi-platform press release distribution and financial disclosure services. Thousands of organizations and communications professionals turn to Business Wire for superior optimization, presentation and distribution of their news, photos and multimedia to news media, websites, search engines and wireless services. A recognized disclosure service in the United States, Canada, and a dozen European countries, Business Wire handles regulatory filing into EDGAR, SEDAR and other systems. With more distribution options in more countries than any other commercial newswire, Business Wire provides members with targeted reach to virtually any market or industry worldwide. For more information, visit us online at www.BusinessWire.com.
NIRI New York is the largest chapter in the NIRI network. Our unique position at the cross roads of the world’s largest financial center and proximity to a large number of Fortune 500 companies, enables us to deliver cutting edge programs featuring our industry’s most respected leaders, unparalleled peer-to-peer networking opportunities and access to thought leadership across multiple channels. No other local investor relations organization offers the breadth and depth of our outstanding membership benefits. Learn more at http://www.niriny.org
NYSE Group is a wholly-owned subsidiary of Intercontinental Exchange (NYSE:ICE), operator of the leading global network of exchanges and clearing houses. NYSE Group operates multi-asset exchanges, and a range of related data products and technology services. The company’s equity exchanges – the New York Stock Exchange, NYSE MKT and NYSE Arca – trade more U.S. equity volume than any other exchange group. NYSE is the global leader in capital raising for listed companies, including the majority of technology IPOs globally since 2012. The company’s equity options markets, NYSE Arca Options and NYSE Amex Options offer complementary market models. NYSE Group also provides comprehensive global connectivity services and a range of market data products to support efficient, transparent markets. For more information, go to www.nyse.com.
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:
To find out more about the benefits of sponsoring and the various packages available, email Ian Richman or call on +1 212 430 6865.