Garden Court Hotel, Palo Alto, CA
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.
"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."
Click on the session title for more information. View agenda as PDF>
Breakfast and registration
Welcome to the IR Magazine Think Tank
The state of capital markets – and impact on IR
Hear about the big changes in the markets, and the latest trends that will impact IR
• Hear an update on investor sentiment, and what that means for IR
• Understand how the big issues and trends in 2018 will affect how you approach IR
• Learn how tax reform and other major issues could impact business over the next 18 months
The big governance debate: The ‘push and pull’ between increased activism and the rise in passive investments
The investor landscape is becoming more polarized, with growth in both short-horizon and long-horizon investors creating different challenges for governance and engagement. This session will feature panelists from opposite ends of the spectrum to help you understand what motivates activist hedge fund managers, what passive investors are looking for and where there may be some interesting common ground developing
Corporate access and looking ahead to Mifid II
Hear panelists from a diverse range of company sizes share their views on the latest developments in corporate access and expectations about how Mifid II will impact marketing in Europe and analyst coverage, as well as what will happen after the SEC relief period. These roundtable sessions will be structured so that you can discuss challenges with IROs from companies of a similar size
Roundtable discussions: choose your group
|Large caps||Small & mid-caps|
IR in the C-suite: How IROs can become more strategic
Hear from IROs who have made their way to the C-suite. Learn about their journey and the strategic role IROs can play in business
• The path to the C-suite – the steps and skills needed for IROs to become business leaders
• IR and corporate development – these merged roles are becoming more common. Debate what this means about how the role of IR is changing
• Moving with the times – as technology, capital markets and business practices evolve, share thoughts on the skills, attributes and knowledge base the IRO of tomorrow needs to remain competitive
Best practice tips and tricks
Collaborate with your peers by sharing experiences on different aspects of your role. Pick the roundtable that is most relevant to your priorities
• Earnings calls – which formats do you use, what information do you share and what has been most successful?
• Measuring performance – improving data capture, interpretation and distribution to make better decisions
• Getting quantitative – what does the IRO of tomorrow need to understand about exchange-traded funds (ETFs)?
• Roadshows – share opinions on where to go, who to take and what factors make a successful roadshow
How investors and exchanges are innovating – and how IROs should adapt
Hear one of the largest pension funds in the world and the US’ newest stock exchange share inside stories and lessons learned on how they’ve innovated to adapt to rapidly changing markets
• What are the implications for IROs as funds reshape how they manage their portfolios?
• As passive and quant-based instruments continue to rise in popularity, understand how this is changing the investment landscape
• Share your thoughts on how issuers can reposition themselves as these changes happen
• Discuss how investment horizons are changing and what you can do to target long-term investors
Diving deep into IR best practice: Q&A with the buy side and sell side
In this discussion, investors will share their thoughts about what makes good IR, providing insight and anecdotes about how you can improve aspects about your IR program
• Hear examples on how companies can make best use of technology
• Listen to case studies about innovative ways companies have communicated their equity story
• Go beyond the numbers – hear examples of best-in-class financial reporting
• Understand the process portfolio managers go through when a crisis occurs in one of their portfolio companies – and how they want you to react
• Hear about the critical factors investors look for when making buy, sell or hold decisions
Final thoughts and wrap-up
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. Some of our past attendees include:
|Job title||Company||Job title||Company|
|Vice president of investor relations||Affymetrix||Manager, External reporting||Plantronics|
|Investor relations manager||AIXTRON||Managing director of investor relations||Maxim Integrated|
|Associate director, investor & public relations||Cerus Corporation||Mergers and acquisition||JP Morgan|
|Associate, External Planning||Plantronics||Partner||WSGR|
|Corporate development and IR manager||Netgear||Portfolio Manager, Research Analyst||Jackson Square Partners|
|Director of global investor relations||Visa||Senior analyst||Citadel|
|Director of investor relations||Calix||Senior director of investor relations||Avaya|
|Director of investor relations||ebay||Senior director of investor relations||Yahoo|
|Director of investor relations||Flex||Senior director of IR & corporate communications||XenoPort|
|Director of Investor Relations||Granite Construction||Senior financial analyst||Maxim Integrated|
|Director of investor relations||Intel||Senior group director of investor relations||Cadence Design Systems|
|Director of investor relations||Molina Healthcare||Senior investor relations officer||Cisco|
|Director of investor relations||Paypal||Senior manager – investor relations||Paypal|
|Director of investor relations||ShoreTel||Senior manager of investor relations||Atmel|
|Director of investor relations||Verifone||Senior manager of investor relations||Cisco|
|Director of investor relations||MDA||Senior manager of investor relations||Flextronics|
|Director of IR & communications||Align Technology||Senior manager of investor relations||Oracle|
|Director of marketing communications||MicroVision||Senior vice president & chief communications officer||Wright Medical Group|
|Financial analyst||Banc of California||Senior vice president of investor relations||Banc of California|
|Global equities||Citadel||SVP, Investor Relations & Corporate Communications||Galena Biopharma|
|Head of investor relations||Alphatec Spine||SVP, investor relations and treasury||Seagate Technology|
|Head of investor relations||Infinera||Vice president||CA Technologies|
|Investor relations||Paypal||Vice president of investor relations||Applied Materials|
|Investor relations||Symantec||Vice president of investor relations||Electronic Arts|
|Investor relations analyst||Cisco||Vice president of investor relations||Flextronics|
|Investor relations analyst||Flextronics||Vice president of investor relations||Marketo|
|Investor relations analyst||The Cooper Companies||Vice president of investor relations||OpenText|
|Investor relations manager||Electronic Arts||Vice president, investor relations||BOX|
|Investor relations manager||Nimble Storage||Vice president, treasurer & investor relations||Keysight Technologies|
|IR analyst||Banc of California||VP, investor relations||Yahoo|
|IR Professional||Seagate Technology||VP, investor relations and corporate communications||Jack in the Box|
|Manager of investor relations||ebay||VP of IR/Treasurer||MobileIron|
We are pleased to announce that this year’s think tank will be held at:
Garden Court Hotel
520 Cowper St.
Palo Alto, CA 94301
Grove Ballroom, 2nd floor
For a limited time, the Garden Court Hotel will offer the following courtesies to attendees of the IR Magazine Think Tank:
Room rate (standard)
Tuesday, March 27, 2018 – 15% off best available rate
Room rate (standard)
Wednesday, March 28, 2018 – 15% off best available rate
To receive this special rate, please call the Garden Court Hotel directly at (650) 322-9000 no later than February 25, 2018 and identify yourself as a member of the IR Magazine West Coast Think Tank.
A new social network for IR professionals! Connect with your peers via private messaging and groups, share ideas and know-how in the community forum, read all the latest IR news and download IR resources from the extensive, free knowledge base. Site features include:
Networking: Network with your peers by searching based on their sector, market cap, location and role, or look for individuals by their name or company. Connect with other members via private messaging and open or private groups.
Share knowledge and ideas: IRspace’s professionally moderated community forum will allow members to post queries and discussion topics and receive answers from a community of global IROs. This provides an opportunity for members to compare best practices and promote their own blog posts and thought leadership. Members can post queries anonymously or as themselves.
Knowledge base: The site contains an extensive, free and searchable knowledge base, granting IROs access to white papers, strategy and planning guides, research reports, investor perception studies and webinar recordings, as well as all the latest news and articles in the world of IR.
This event is exclusively for senior IROs and other senior-level executives with IR responsibility. To request an invitation, please fill in the form below and if you are eligible, we will send you a confirmation within a week.
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/
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.
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.
Joele Frank Wilkinson Brimmer Katcher is a leading independently owned financial public relations and investor relations firm based in New York City. Joele Frank provides its clients with strategic counsel and tactical support across communications disciplines, from ongoing public relations and investor relations needs to high-profile – and high-stakes – special situations. Since its founding in 2000, Joele Frank has consistently ranked as one of the top corporate communications firms in M&A, shareholder activism and restructurings/bankruptcies.
For more information, please visit the firm’s website at www.joelefrank.com.