The Olympic Club, San Francisco
The IR Think Tank – West Coast is an invitation-only event exclusively for senior IROs. It is free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting today’s IROs.
What makes our format so unique?
It is far removed from the traditional conference set-up as the event consists of a series of panel sessions followed by roundtable discussions on select IR issues. These interactive sessions are broken up by short, snappy best practice briefings from top-rated IROs. All discussions are confidential and none of the participants’ comments are attributed. This allows attendees to talk freely and have frank, open discussions.
How do our roundtable discussions work?
Senior people – industry experts, top-rated IROs and those from the financial community – set the agenda on a panel discussion by sharing their thoughts on session topics.
Small roundtable groups of IROs discuss these issues face to face.
Each table gives feedback from its own discussion and shares ideas with the group as a whole.
NIRI IRC® CREDENTIAL
Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.
Registration and breakfast
Welcome to the IR Magazine Think Tank – West Coast 2019
Ben Ashwell, editor, IR Magazine
What is happening in the world today?
Panel discussion: What potential economic, geopolitical or market-related trends will impact US equities and investor sentiment?
Roundtable discussion points:
The policies that could shape the future of investor relations
Panel discussion: Hear about the upcoming policy discussions that could have a significant impact on the investor relations community. Understand how to navigate recent policy changes impacting IR now and in the future.
Roundtable discussion points:
Refreshment break and networking
An investor perception on 2019: Q&A with the buy side and the sell side
Panel discussion: Discover what keeps your most important stakeholders up at night. Hear fund managers and analysts speak candidly about their pet peeves and most desirable IR traits. Deepen your understanding of economic events and investor perceptions on macro issues.
IR and a seat at the table: Harnessing intangible leadership qualities
Panel discussion: Understand what the C-suite most desire from their investor relations team, the intangible characteristics they seek and the ‘attitude’ or personality traits they are looking for. Learn how to showcase these to ensure investor relations as a function has an influence on the strategic direction of the company.
Investor Relations in Transition
Panel discussion: Capital markets are becoming more global, corporate access models are shifting, and ESG is continuing to gain investor attention. Join a group of senior IR professionals in a discussion exploring how these and other factors are changing the roles and responsibilities of investor relations. Understand the implications for IROs and on the day-to-day functions they must manage in a comprehensive IR program.
Roundtable discussion points:
Q&A: Does good ESG disclosure influence a meaningful share of investment decisions?
Panel discussion: As more investors integrate environmental and social analysis into their investment processes, we ask exactly how much weight investors give to ESG topics when evaluating buy/sell decisions and how the IR function can better inform investors that are making those decisions.
Maximizing your time with investors and analysts: Insight into roadshow trends and investor day best practices
Panel discussion: Data from more than 1,000 global IR and financial professionals will spark debate about roadshow best practices to share ways in which companies can get the maximum return from the time and resources they invest in visiting investor destinations.
Roundtable discussion points:
Summary of discussions
Happy hour drinks receptions, hosted by the NIRI San Francisco Chapter
Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs.
More information is available at www.niri.org/certification.
"The IR Magazine Think Tank is always an event with excellent content and a great venue to interact with peers."
"This was my first time attending and I found it very insightful. The format of topic areas by "speaker/facilitators" followed by table top discussions was very valuable. I left the event with a handful of key takeaways that I could start implementing immediately."
"The IR Magazine Think Tank is packed with useful content from quality speakers from the corporate and investment community. The event is structured to provide ample time for discussion among attendees on hot topics for IR professionals."
"The Think Tank combines thought-provoking presentation content with the ability to exchange ideas with fellow IROs."
"I've always found the IR Magazine Think Tanks to be a source of ideas for immediate implementation."
Attendees are leading IR practitioners, many of whom have been highlighted in our IR Magazine Awards research over the years. Each participant is someone with an established track record and a strategic IR role within his or her company. 2018 attendees included:
|Job Title||Company Name||Job Title||Company Name|
|Assistant VP, Investment Analyst||Allianz Global Investors||Managing Director of IR||Clorox|
|Board Director||NATUS Medical; Personalis||Portfolio Manager||Parnassus Investments|
|Chief IR & Corporate Communications Officer||Jack in the Box||Professor||University of San Francisco|
|Director||Juniper Networks||Senior Director, IR||Avaya|
|Director of IR||Finjan Holdings||Senior Director, IR||8X8|
|Director of IR||Wix.com||Senior Director, IR||eBay|
|Director, Head of Global Investor Relations||Cisco Systems||Senior Finance Manager, IR||Clorox|
|Director, Investor Relations||BioTime||Senior IR Manager||Micron|
|Director, Investor Relations||Maxar Technologies||Senior IR Manager||NETGEAR|
|Director, Investor Relations||Weyerhaeuser||Senior IR Manager||Pandora|
|Director, IR & Corporate Development||Veeva Systems||Senior Manager Investor Relations||Intuit|
|ETF Portfolio Manager||American Century Investments||Senior Manager Investor Relations||Seagate Technology|
|Global Equity Analyst||Colorado PERA||SVP, Investor Relations||Live Nation Entertainment|
|Head of IR & Business Intelligence||Paypal||Vice President of Investor Relations||Anaplan|
|Head of IR||Infinera||Vice President, Investor Relations||Edison International|
|Head of IR||Redfin||Vice President, IR||Hortonworks|
|Investor Relations||First Republic Bank||VP Investor Relations||Flex|
|Investor Relations||NIRI SV||VP Investor Relations||Zendesk|
|Investor Relations Analyst||Nutanix||VP IR||Electronic Arts|
|Investor relations Director||Red Gopher Corporation||VP IR||Opentext Corp|
|Investor Relations Manager||Plantronics||VP of Investor Relations||Equinix|
|IR Analyst||Flex||VP of IR||Quotient|
|IR Manager||Electronic Arts||VP, Communication & Investor Relations||Nutanix|
|IR Manager||The Clorox Company||VP, CorpComm & PR||Brain Corporation|
|IR Program Manager||Seagate Technology||VP, Investor Relations||eBay|
|IRO||FormFactor Inc||VP, Investor Relations||FireEye|
|Manager, Corporate Affairs||Aduro Biotech||VP, IR and Corporate Communications||CoreSite|
|Manager, Investor Relations||Advanced Micro Devices||VP, IR||Box|
|Managing Director||Blackrock Investment|
The IR Magazine Think Tank – West Coast 2019 will be held at:
The Olympic Club
524 Post St.
San Francisco, CA 94102
This event is exclusively for senior corporate IROs and other senior-level executives with IR responsibility. To register for this year’s event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed event information.
If you have any questions or require any assistance with registering for the think tank, please contact Janeshia Neeley at [email protected] or on 212.430.6895.
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 more information, please visit www.bofaml.com
If it’s Corbin, it’s Actionable.
Corbin Advisors is a specialized investor relations advisory firm that partners with C-suite and IR executives to drive long-term shareholder value. We bring third-party objectivity and best practice knowledge as we collaborate with our clients to design and execute sound, effective investor communication and engagement strategies.
Our proven methodology, proprietary analytics database, trusted reputation and in-depth experience generate a foundation of unique insights. This marriage of research and rigor delivers comprehensive, actionable recommendations for internal and external value creation.
From research-based insights to actionable strategies that differentiate our clients, Corbin unlocks thoughtful, positive change. We start by asking the right questions, providing candid, well-founded counsel and executing on proven strategies that drive results.
* Perception Studies
* Investor Presentations
* Investor Days
* Investor Targeting & Marketing
* Specialized Research
* Retainer Consulting
Client Value Proposition
* Capital markets and investor relations subject matter expertise; thought leadership
* Proven methodology and execution track record that generate results
* Objective, research-based approach and candid advice
* Dedicated, seasoned team with extensive C-suite, board and IR executive advisory experience
Inside The Buy-side®
For over a decade, we have surveyed global investors on the equity markets, world economies and business climate. At the start of every quarter, we publish our leading-edge research report, “Inside The Buy-side®”, which captures real-time investor sentiment and trends. Our unique approach to market research and experienced perspective informs public company C-suite and IR executives as they prepare for earnings season and beyond.
To learn more about Corbin’s actionable insights, 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.
For more information, please visit iextrading.com.
IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. We support 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 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.
For more information, please visit our website here.
The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment. In keeping with this mission, the Chapter focuses on IR education, mentoring, and networking with the broad professional community. Our goal is to further the skills of our members, to expand their business opportunities, to increase Chapter membership, and to foster an environment that promotes IR learning for all.