IR Magazine

IR Magazine Think Tank
West Coast

Wednesday, March 27, 2019

The Olympic Club, San Francisco

About the think tank

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.

IMG_0899 (1)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.

Agenda

  • 07:30 AM
    Registration and breakfast

  • 08:50 AM
    Welcome to the IR Magazine Think Tank – West Coast 2019

    Ben Ashwell, editor, IR Magazine

  • 09:00 AM
    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:

    • After recent price volatility and concerns about a potential bear market on the horizon, how can IROs best position themselves?
    • How is your shareholder base likely to evolve in the current environment? What can you do to inform investors about event-related risks and answer the big headline questions you get from investors and analysts?
    • How will recent market trends impact equities? Can you draw lessons from previous market downturns or sectors experiencing similar risks to those you face today?
  • 09:45 AM
    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:

    • This is the year many predict that Mifid II will truly impact targeting. How have you prepared yourself for a more direct model?
    • As Californian companies strive toward the target of 30 percent of women on boards by 2022, how is IR thinking about diversity in a holistic fashion?
    • What impact will the call for proxy advisory reform have, and how will this change the nature of the issuer-shareholder relationship? Just how much do investors follow the advice of proxy advisers?
    • The six-monthly reporting debate: How much impact can a presidential tweet have on reporting practices? Will opting out of quarterly reporting allow you to focus more on long-term goals? Will removing the 10Q smooth the distribution of information, or are there unintended consequences that will impact IR and capital markets?
  • 10:30 AM
    Refreshment break and networking

  • 11:00 AM
    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.

    • What critical factors and risks do investors look for when making buy, sell or hold decisions?
    • How do investors view 2019? If an economic slowdown is on its way, what is likely to happen?
    • How can companies engage with exchange-traded funds (ETFs)? What is it helpful for companies to understand?
    • What are the changes the investment community expects to see following Mifid II implementation?
    • Hear examples of what investors and analysts feel sets an IR program apart from its peers
    • Understand the process portfolio managers go through when a crisis occurs in one of their portfolio companies – and how they want you to react
  • 11:45 AM
    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.

  • 12:30 PM
    Networking lunch

  • 13:30 PM
    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:

    • What environmental or organizational factors are driving changes to the role of IR in companies today?
    • How is the need for increased transparency in capital markets affecting what you do each quarter?
    • In a post-Mifid II environment, how do you see IR professionals differentiating their company with long-term focused buyside investors?
    • What do you see as the greatest challenges for IR professionals in the next 1-3 years?
  • 14:15 PM
    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.

  • 15:00 PM
    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:

    • Where, why and with whom: How do you evaluate the most worthwhile destinations for your targeting activities?
    • How is your budget best spent? What aspects of an investor day create the best ROI?
    • What can you do that doesn’t break the bank and still achieve maximum impact? Share the fundamental aspects of roadshow and investor day management that help inform and educate investors
  • 15:45 PM
    Summary of discussions

  • 16:00 PM
    Happy hour drinks receptions, hosted by the NIRI San Francisco Chapter

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.

Past attendees say

"The IR Magazine Think Tank is always an event with excellent content and a great venue to interact with peers."

Jackie Cossmon, executive director of investor relations & corporate communications, Xenoport

"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."

Christine Zedelmayer, head of IR and corporate communications, Alphatec Spine

"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."

Dawn Goetter, director of marketing communications, MicroVision

"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."

John Nunziati, senior director of investor relations, Avaya

Who Attends

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

Venue

The IR Magazine Think Tank – West Coast 2019 will be held at:

The Olympic Club 
524 Post St.
San Francisco, CA 94102

Request Invite

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.

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