IR Magazine

IR Magazine Think Tank – West Coast
Exclusively for heads of IR

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.

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 round table discussions on select IR issues. These interactive sessions are broken up by short, snappy best practice briefings from experienced 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?
  Industry experts, top-rated IROs and members of the investment community set the agenda on a panel discussion by sharing their thoughts on session topics.
 Small round tables 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?

    Moderator: Ben Ashwell, editor, IR Magazine
    Jill Carey Hall, Senior US equity strategist, Bank of America Merrill Lynch

  • 09:30 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?

    Moderator: Ben Ashwell, editor, IR Magazine
    Ari Davies, Global head of corporate analytics, IHS Markit
    Cherryl Valenzuela, Director of investor relations, Twitter

  • 10:30 AM
    An investor perception on 2019: Q&A with the buy 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?
    • 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

    Moderator: Ben Ashwell, editor, IR Magazine
    Kristin Hull, Founder and CEO, Nia Impact Capital

  • 11:00 AM
    Refreshment break and networking

  • 11:30 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.

    Moderator: Ben Ashwell, editor, IR Magazine
    Marc Cabi, Vice president of strategy and head of investor relations, Zendesk
    Michael Noonan, Chief financial officer, Finjan Holdings
    Smooch-Repovich Reynolds, Managing director of the global investor relations & chief communications officer practice group, ZRG Partners
    Sam Ramraj, Vice president of investor relations, Edison International

  • 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?

    Moderator: John Nunziati, listings, IEX
    Bill Choi, Vice president of investor relations, Zscaler
    John Cummings, Senior vice president of investor relations, Salesforce
    Paul Thomas, Vice president of investor relations, Looker

  • 14:30 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.

    Moderator: Anton Gorodniuk, Sector analyst for financials, Sustainability Accounting Standards Board (SASB)
    Verity Chegar, Director of sustainable investing, BlackRock
    Allison Gabrys, Director, MerchantCantos

  • 15:15 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

    Moderator: Ben Ashwell, editor, IR Magazine
    Thang To, Senior vice president and director of IR, Corbin Advisors
    Stephanie Wakefield, Senior advisor, Brunswick Group

  • 16:00 PM
    Summary of discussions followed by a happy hour drinks reception, hosted by the NIRI San Francisco Chapter

Speakers

Panel discussions, led by these experts will kick off smaller group discussions among your peers on the big issues facing IR today


2019 attendee list

The following IR professionals have signed up to participate in the discussions this year. Have a look through the list and if there’s anyone you’d like to connect with on the day be sure to put their company name in the ‘additional comments’ box when you Request your invite and we will be sure to make an introduction for you.

Company Name Title Company Name Title
8×8 Head of Investor Relations Leaf Group Vice President of Corporate Finance and Investor Relations
Aduro Biotech Executive Director of Investor Relations and Corporate Communications Looker Vice president of investor relaitons
Amvac Chemical Corp Director of investor relations and communications Maxar technologies Vice president of investor relations
Anaplan Vice President of Investor Relations Medley Management Managing Director of Investor Relations
Ares Management Principal of Product Management and IR Menlo Therapeutics Senior Director of Investor Relations
Atlassian Corporation PLC Senior Manager of Investor Relations Natus Medical of Personalis Inc. Board Member
Avaya Senior Director of Investor Relations Netgear Director of Investor Relations
Avery Dennison Vice President of Investor Relations and Treasury New Relic Senior Manager of Investor Relations
Avinger Finance Nia Impact Capital Founder and CEO
Axos Financial Vice President of Corporate Development and Investor Relations Pattern Energy Group Vice President of Investor Relations and Government Relations
Bank of America Merrill Lynch Senior US equity strategist Paypal Investor Relations
Blackrock Director of sustainable investing Paypal Director of Investor Relations
Box Investor Relations Pivotal Software Vice President of Investor Relations
Calithera Vice President of Investor Relations Pure Storage VP of investor relations
Cambium Networks Strategic Advisor Quantenna Communications Director of IR and Strategic Finance
Cisco Chief Intelligence Analyst of Investor Relations Quotient Vice President of Investor Relations
Clorox Associate Director of Investor Relations Redwood Trust Senior Vice President and Head of Investor Relations
Cloudera Vice President of Investor Relations Rigel Pharmaceuticals Director of Investor Relations and Communications
DocuSign Vice President of Investor Relations RingCentral Director of Investor Relations
DSP Group Vice President of Investor Relations Roche Investor Relations Officer
eBay Manager of Investor Relations Salesforce Senior Director of Investor Relations
eBay Senior Director of Investor Relations Salesforce Senior vice president of investor relations
Edison International Vice President of Investor Relations SAP Director of investor relations
Exelixis EVP public affairs and investor relations Shutterfly Vice President of Investor Relations and Treasury
Finjan Holdings Director of Investor Relations Tableau Software Investor Relations Analyst
Finjan Holdings Chief financial officer TCF Bank Head of Investor Relations
First Republic Bank Associate Director TCF Financial Investor Relations Analyst
Five Prime Therapeutics Chief Investor Relations Officer and VP Corporate Communications TrueCar Senior vice president investor relations and administration
Flex IR Manager TTM Technologies Senior Director of Corporate Development and Investor Relations
Forescout Technologies Director Twitter Director of investor relations
Fortinet Vice President of Investor Relations Veracyte Vice President of Investor Relations
Franklin Templeton Director of Investor Relations and Corporate Development VMware Vice President of Investor Relations
Gap Head of Investor Relations VMware Senior Director of Investor Relations
Glu Mobile Vice President of Finance and Investor Relations Vocera Head of Investor Relations
Herbalife Nutrition Director of Investor Relations Yelp Head of Investor Relations
Hope Bancorp Senior Vice President and Director of Investor Relations and Corporate Communications Zendesk Analyst of Investor Relations
Intuit Director of Investor Relations Zendesk Director of Investor Relations
Intuit Investor relations Zendesk Vice President of Strategy and Head of Investor Relations
IR Magazine Editor Zscaler Vice president of investor relaitons
Kennedy Wilson Director of Investor Relations

Request your invite today to join these and many more IR professionals.

Past attendees say

"Content was right on the mark and appreciate the opportunity to attend. Perfect amount of time, excellent content and speakers and the location was great. "

Senior IR director, Avaya Holdings

"Great event for networking and best practices"

Director of IR, Zendesk

"A well run event with a relaxed atmosphere conducive to sharing ideas and networking"

Investor relations, eBay

"I always find value in these events and appreciate the access"

Director of IR, Symantec

"Terrific even, love the new structure"

Director of IR, Intuit

Sponsors

Venue and Hotel Accomadations

This year’s think tank in spring will be held at:

The Olympic Club 
524 Post St.
San Francisco
CA 94102

Accommodation:

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 The Olympic Club. To view a virtual map of nearby hotels or book a room, please click here

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.

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