Join us for the prestigious IR Magazine Awards – US on Wednesday, March 20, 2019 in New York. This very special event honoring excellence in the investor relations profession, will be held at Cipriani, 25 Broadway, a new home for this event.
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.
By popular demand we will present 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.
As opposed to our awards by nomination categories, our researched awards nominees are determined by the input of hundreds of analysts and investors, which cast their votes and give their opinions on which companies do the best IR in the US.
Below, please find our list of researched awards.
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.
July 2018: 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 to produce a total of around 50,000 investors and analysts.
September 2018: Electronic survey
IR Magazine then 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.
September – November 2018: 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 2018: 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.
March 20, 2019: 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 2019 report is published and made available to IR Magazine subscribers.
Our awards by nomination categories offers individuals and companies the opportunity to nominate themselves, free of charge, for aspects of IR that complement our researched categories. Our 2019 awards by nomination categories are listed below.
The extended entry deadline is 5pm ET on Friday, January 25, 2019. Please note that this will be the final deadline, as the judging process kicks in very soon!
Awards by nomination 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 2019 nomination period is now open. Please click here to submit a nomination!
Smooch Repovich Reynolds
Managing director, ZRG Partners
Smooch Repovich Reynolds joined ZRG Partners at the end of 2017, bringing with her a career that spans more than 25 years of executive search consulting, specifically focused in the global IRO and chief communications officer (CCO) functional areas. She pioneered IR executive search as a direct result of her affinity for the capital markets, and has partnered with CEOs and CFOs to address corporate valuation issues and financial market expectations throughout her career.
Her executive search experience has spanned partnerships with management teams and boards at organizations ranging in size from pre-IPO entities to global, multinational Fortune 500 market leaders, across all industry sectors.
Reynolds has written numerous thought-leadership articles about the CEO-CFO-IRO triumvirate and the impact of their interlocked relationship as it relates to the investment community and valuation. She has been the featured expert on IRO and CCO careers across traditional media and social/digital media, and is called upon by numerous professional groups to speak on wide-ranging talent and leadership topics.
President & CEO, NIRI
Gary LaBranche, FASAE, CAE, is the president & CEO of the National Investor Relations Institute (NIRI). As CEO, LaBranche provides strategic executive leadership to advance the NIRI’s mission and goals. He represents NIRI to regulators, lawmakers, the media and other audiences.
An association professional for 37+ years, LaBranche has served as CEO for three other organizations and as a senior executive at the American Society of Association Executives (ASAE) and the U.S. Chamber of Commerce. Prior to joining ACG, LaBranche was CEO for the Association Forum of Chicagoland.
He is the author of 300+ articles, podcasts and columns and the book, “The Association CEO Succession Toolkit” published by ASAE in 2018. He authored the chapter, “Managing the Complex Association Enterprise” in ASAE’s Handbook on Professional Practices in Association Management, 3rd edition. He has consulted/presented to 300+ associations.
Editor, IR Magazine
Ramy Inocencio – Bloomberg Bio 2018
Ramy Inocencio is an anchor and correspondent for Bloomberg Television & Radio and Bloomberg’s digital Daybreak global podcast.
On Bloomberg Television, he reports and anchors for the Asia-Pacific’s flagship weekday morning show Bloomberg Daybreak Asia bridging the U.S. market close with Asia’s market opens. He covered the first face-to-face summit of U.S. President Donald Trump and Chinese President Xi Jinping from Mar-a-Lago, reported from Paris on France’s Bastille Day terror attack in 2016 and traveled across the U.S. in 2015 reporting for his technology series Wiring the World and Bloomberg Technology.
A global journalist with 15 years’ experience across the U.S and Asia, Inocencio joined Bloomberg from the Wall Street Journal Digital Network in Hong Kong where he covered the Philippine devastation of Typhoon Haiyan in 2013, Hong Kong’s pro-democracy Umbrella Revolution in 2014 and Pope Francis’ first visit to the Philippines in 2015. He also hosted Digits, the WSJ’s weekly technology show.
Prior to WSJ, Inocencio served as CNN International’s Asia business correspondent in Hong Kong for World Business Today and as CNN U.S.’ NASDAQ reporter from New York’s Times Square. He has interviewed notable executives and politicians including J. Crew CEO Mickey Drexler, Cathay Pacific CEO John Slosar, Wikipedia founder Jimmy Wales, U.S. Federal Reserve President James Bullard of St. Louis and Hong Kong Chief Secretary Anson Chan.
Inocencio is a champion of newsroom diversity, internationalism and volunteerism. He serves as National Senior Vice-President of the non-profit Asian-American Journalists Association (AAJA), Global Co-Lead of Bloomberg’s Pan-Asian Community (BPAC) and President of the New York alumni chapter of the Hawaii-based East-West Center (EWC). He is a 2009 fellowship recipient of the EWC’s Asia-Pacific Leadership Program and a 2016 recipient of the “50 Best Asian-Americans in Business” Award.
New York, NY 10004
Looking for the perfect place to stay before or after the event? Why not try IR Magazine’s exclusive HotelMap to browse real-time room rates of hotels close in proximity to Cipriani Wall Street.
To view a virtual map of nearby hotels or book a room, please CLICK HERE
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
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 by IHS Markit is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies and buy-side institutions. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset-class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs. Ipreo by IHS Markit has nearly 2000 employees supporting clients in every major financial center around the world.
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
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). Mizuho Financial Group is one of the largest financial institutions in the world, offering comprehensive financial and strategic services including private banking and venture capital through its subsidiaries. The group has over 900 offices and 60,000 employees worldwide in nearly 40 countries throughout the Americas, EMEA, and Asia. As of December 31, 2017, its total assets were $1.8 trillion. Learn more about Mizuho Financial Group at www.mizuho-fg.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/
ZRG Partners’ mission is to bring talented candidates to leading companies. We adhere to a set of core values that allows us to fulfill our clients’ needs on an optimal scale. We take pride and care to ensure that the core values we instill in our staff help our clients acquire strong leadership within their company.
For more information, please visit our website.
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.
Sign up for the complete experience below. You will have full access to the welcome drinks reception, the glamorous dinner, the prestigious awards ceremony and the fun-filled after party!
Please note that these are our early bird rates which expire on Thursday, January 31, 2019 – any bookings made after this date will be charged at the standard rate.
If you have any questions regarding booking seats and tables for the awards, please contact Brigitte Toledano on +1 212 430 6861.