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.
American Century Investments
Rene Casis is a portfolio manager for American Century Investments®, a premier investment manager headquartered in Kansas City, Mo.
Mr. Casis joined the company in 2018. Prior to joining American Century Investments, he was a partner at 55 Institutional, where he was a member of the firm’s senior management team responsible for oversight of portfolio management and trading execution. Previously, he was director for iShares at BlackRock, where he served as an investment strategist and senior portfolio manager. Casis worked at BlackRock for 19 years, including his tenure at Barclays Global Investors.
Mr. Casis earned a bachelor’s degree in economics from the University of California.
Senior Portfolio Manager
Colorado Public Employee's Retirement Association
Mr. Goodman is a Senior Portfolio Manager at Colorado Public Employee’s Retirement Association (CoPERA), one of the largest public pension systems in the United States with over $50 billion in assets. He manages the pension’s U.S. SMID cap portfolios with $2.5 billion in assets and is a global sector analyst covering industrials and healthcare. Jared also leads CoPERA’s sustainable investing efforts with responsibility for education, strategy, benchmarking, outside manager relations, and reporting. He also helped launch and manage the pension’s first global equities portfolio, overseeing portfolio asset growth from $500 million to $2 billion.
Prior to working at CoPERA, Mr. Goodman was an equity research analyst for UBS Investment Bank, covering the healthcare and industrial sectors. He was also a consultant at KPMG, providing advice on fraud, internal controls, and operational strategies.
Mr. Goodman is a graduate of the University of Southern California with a B.S. in Finance and earned his MBA from Cornell University. Mr. Goodman is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado. Mr. Goodman is also a Certified Fraud Examiner and has earned the Fundamentals of Sustainability Accounting credential from the Sustainability Accounting Standards Board.
Managing Director and head of the US public policy group
Ms. Medero’s service with BlackRock dates back to 1996, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Ms. Medero joined BGI as its Global General Counsel and after more than ten years in that role, became the global head of Government Relations and Public Policy for Barclays’ investment banking and investment management businesses. Prior to joining BGI, Ms. Medero was a partner with Orrick, Herrington and Sutcliffe specializing in derivatives and market regulation issues. Ms. Medero also served as general counsel of the Commodity Futures Trading Commission (1989-1993) and as an associate director for legal and financial affairs at the Office of Presidential Personnel, The White House, from 1986 to 1989.
Ms. Medero earned a BA degree from St. Lawrence University in 1975 and a JD degree from the National Law Center of George Washington University in 1978.
University of San Francisco
Professor Lehmann obtained his Ph.D. from Cornell University and has taught for 44 years in traditional and on-line venues at the University of San Francisco. He is the author of The Irwin Guide To Using The Wall Street Journal, which sold 250,000 copies in seven editions. Prof. Lehmann also developed a popular seminar, Be Your Own Economist®, on business and investment conditions that he offers to investors, corporations and professional groups. The San Francisco media frequently interview Prof. Lehmann on current economic events. Now you, too, can take advantage of Prof. Lehmann’s proven skills.
Managing director of US equity research
Bank of America Merrill Lynch
Kenneth Bruce is a managing director in US Equity Research covering Specialty Finance since
2005. Previously, Bruce was a managing director at Fiserv, a vice president at Wilshire Financial
Services Group and a vice president at Countrywide Financial Services. He has a BS in financial
management from Clemson University and a MBA from University of California at Berkeley.
Bruce is based in San Francisco.
Chief Investor Relations and Corporate Communications Officer
Jack in the Box
Carol DiRaimo leads all investor relations activities for Jack in the Box and has more than 25 years of experience in the restaurant industry and six years of public accounting experience at Deloitte. Prior to joining Jack in the Box Inc., she was Vice President of Investor Relations for Applebee’s International, Inc., where she served in a variety of capacities over 14 years, including financial planning & reporting, treasury and corporate analysis, before heading the investor relations function.
Jack in the Box won three awards at the IR Magazine U.S. Awards held in March 2017: Best Investor Relations Officer (small & mid-cap); Best Overall Investor Relations (mid-cap); and Best in Sector: Consumer Discretionary. Jack in the Box jumped 62 places to take third place in the overall rankings of IR performance in the U.S. across all sectors and market caps.
In addition, Jack in the Box was recognized in March for the third consecutive year as one of America’s Most Honored Companies by Institutional Investor. The awards celebrate the U.S. companies who ranked at the top of the All-America Executive Team rankings.
Carol has a bachelor’s degree in accountancy from the University of Missouri and an Executive Fellows MBA from Rockhurst University, where she has served as a member of its Board of Trustees since 2010
Head of investor relations
Gabrielle is Senior Director of Investor Relations at PayPal. Previously, Gabrielle was Vice President, Investor Relations for Williams-Sonoma, Inc. Prior to joining Williams-Sonoma, Inc. in 2012, Gabrielle was a Vice President in AlixPartners’ Financial Advisory Services practice. Before joining AlixPartners, Gabrielle spent more than seven years in investment banking, most recently as an Associate in the Los Angeles office of Bank of America Merrill Lynch. Gabrielle is a Member of the State Bar of California.
Gabrielle has a JD from UCLA School of Law; MBA from UCLA Anderson School of Management; B.S. from New York University and has served on the board of the NIRI San Francisco Chapter since 2014.
Gabrielle Rabinovitch will be discussing the impact on large cap businesses at the IR Magazine Think Tank – West Coast 2018.
Portfolio manager and senior research analyst
Lori A. Keith is a Portfolio Manager of the Parnassus Mid Cap Fund and a Senior Research Analyst. She joined Parnassus Investments in 2005 and was previously a Parnassus research intern. Prior to joining the firm, Ms. Keith was a Vice President of Investment Banking at Deloitte & Touche Corporate Finance LLC and was a Senior Associate in Robertson Stephens & Company’s investment banking division. Prior to that, she worked in the management consulting practice at Ernst & Young. Ms. Keith received her bachelor’s degree in economics from the University of California, Los Angeles and her master’s degree in business administration from Harvard Business School.
Head of investor relations
As Head of Investor Relations, Marilyn oversees Cisco’s Global Investor Relations program. She is responsible for defining and shaping Cisco’s IR strategy along with managing Wall Street relationships and the development of financial and corporate communication materials. She currently leads a team of skilled IR professionals with responsibility for buy-side and sell side relationships, and closely partners with the executive management team, Finance, Legal, Marketing, Corporate Communications and Cisco’s technology business unit leaders. She also oversees Cisco’s Corporate Governance program partnering closely with Legal.
Marilyn has been recognized in her efforts in Investor Relations as she won the 2011 and 2015 Institutional Investor Award for “Best IR professional” by the sell side and buyside. Additionally, her team has been highly ranked on an annual basis for an outstanding Investor Relations program and winning in the best Analyst Day category.
She brings more than fifteen years of Investor Relations experience having held roles at a variety of companies ranging from micro cap to mega cap. Before joining Cisco in 2007 in her current role, Marilyn was Head of Investor Relations at WebEx Communications. Prior to that, she held similar roles at Symantec, VERITAS Software, Callaway Golf and a consultant role at a San Francisco-based Investor Relations Agency.
Allianz Global Investors
Robbie is an ESG analyst with Allianz Global Investors, which he joined in 2014. After 3 years in London, Robbie moved to the San Francisco to facilitate the integration of sustainable investing in the US. He has analytical responsibilities on the Environmental, Social and Governance (ESG) Research team for the utilities and industrials sectors, with a particular focus on clean technologies. Robbie is responsible for corporate governance and stewardship in the US. He has seven years of sustainable finance experience. Robbie is a CFA charterholder, qualified as a chartered accountant with PwC and holds a BA in Environment and Business from the University of Leeds.
Senior director of investor relations
Victoria Hyde-Dunn is the senior director of investor relations at 8×8 having previously worked as director of investor relations at Visa for 10 years, as part of the team that took Visa public in 2008. She recently shared the best IRO (large cap) award at the IR Magazine Awards – US 2017.
Victoria also has IR experience at McAfee and Providian Financial and currently sits on the board for the National Investor Relations Institute (NIRI) San Francisco Chapter, having previously served on the NIRI Silicon Valley Chapter board.
Chief market policy officer
John is responsible for developing and communicating IEX’s positions on market policy issues, and engaging with governmental and regulatory authorities and certain IEX stakeholders on those issues. He also acts as IEX’s representative on governing committees with responsibility for various aspects of the national market system, including the securities information processors, the consolidated audit trail, and the Limit Up/Limit Down Plan.
John joined IEX in 2014 from the SEC, where he led the Division of Trading and Markets, the group responsible for regulating broker-dealers and self-regulatory organizations. Previously, he led SEC efforts to implement significant elements of the Dodd-Frank Act. Before the SEC, he held senior positions at the Commodity Futures Trading Commission, the National Association of Securities Dealers (now FINRA), the law firm of Morgan Lewis & Bockius, and Citigroup Global Markets.
Anne Chapman is a Managing Director at Joele Frank, Wilkinson Brimmer Katcher, focusing on corporate governance, investor relations and shareholder communication.
Prior to joining Joele Frank, Anne was a vice president of Capital Research and Management Company, a wholly-owned subsidiary of Capital Group. For more than 25 years she provided oversight of the firm’s proxy voting efforts, working extensively with investment analysts and portfolio counselors on corporate governance, compensation, and social and environmental issues, participating in the formation of Capital’s proxy voting policies, as well as the firm’s engagement efforts with portfolio companies. She retired from Capital in November, 2017.
Anne participates in numerous industry working groups and is a frequent speaker on corporate governance topics. She serves on the American Red Cross Los Angeles Region board and is Vice Chair of the Executive Advisory Board for the University of Redlands School of Business. Anne received a BS in business from the University of Redlands and is based in Los Angeles.
President of investor communication solutions for US
Broadridge Financial Solutions
Lyell is responsible for our U.S. regulatory communication services and for Broadridge’s issuer and transfer agency services. Prior to the appointment to his current role in 2012, he was head of the U.S. regulatory communications services. Lyell joined ADP’s Brokerage Services Group in 2000 as Vice President, Client Services. Previously, he held senior management positions at companies providing outsourcing services.
John Longobardi has nearly 30 years of experience in the trading and the exchange industry. After spending 14 years working for an NYSE market maker, in October 2015, he joined IEX, the Investors Exchange: a fair simple, and transparent stock exchange on a mission to build fairer markets for issuers and investors.
Longobardi has spent most of his career working with public companies, educating executives on market structure and corporate governance. Prior to LaBranche & Co.., which through numerous acquisitions became KCG, he worked at the NYSE in their Global Corporate Services group managing the relationships with key accounts and providing an understanding of trading dynamics.
Smooch Repovich Reynolds
Managing director of global investor relations and chief communications officer practice group
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 Investor Relations Officer and Chief Communications Officer functional areas. Smooch 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. As the profession and financial markets have evolved dramatically the last two decades, she has served as a key influencer of the direction of the Investor Relations profession through her stewardship with client management teams.
In addition, her thought leadership in the Corporate Communications functional niche has been framed by her tenure as a former Chief Communications Officer and her broad participation in the global communications community. Smooch has leveraged this first-hand experience to partner with leadership teams providing guidance by framing corporate communications functions, and by serving as a gateway to exceptional talent whose corporate brand innovation experience has elevated her client companies to new heights of success.
She is considered a leading authority on the intangible leadership traits that define talent who are recognized as part of the top 10% of Investor Relations and Chief Communications Officers globally. 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.
Having completed approximately 300 Investor Relations Officer searches, one consideration to note about Smooch’s work is the increase in her clients’ share valuation during her tenure as a recruitment management team advisor – nearly $500B in increased valuation that she has contributed to as a direct result of her commitment to clients on the topic of recruiting the right talent.
Smooch has authored 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. Smooch has her own website: www.smoochunplugged.com, where she regularly shares her insights about corporate talent initiatives and the competitive advantages of smart, strategic recruitment partnerships. Smooch is also book author.
Prior to joining ZRG Partners, Smooch served at two multinational executive search firms as the Managing Director of each firm’s respective Global Investor Relations and Communications Officer practice groups. In addition, she served as the Chief Communications Officer for The Irvine Company, a recognized national privately-held real estate development company. And, prior to that she was the Founder and CEO of The Repovich-Reynolds Group, a North American focused executive search firm specializing in IRO and CCO search assignments which she led for nearly 20 years. Smooch has served as a Chief of Staff to the CEO of a global public relations agency and started her career in politics as a Press Deputy.
She is a long-time member of the National Investor Relations Institute and a Lifetime member of the International Association of Business Communicators. Smooch has served on several non-profit boards, including serving as Board Chair for two of those entities: American Cancer Society of Los Angeles and Westridge School in Pasadena, CA.
Ben Ashwell is the digital editor at IR Magazine and Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.
Vice president of investor relations
Chris leads investor relations at Electronic Arts and has won multiple awards as an effective corporate advocate, well-practiced in issues of crisis management, financial, corporate, consumer and technology communications, with particular understanding of computer gaming, mobile computing, enterprise IT, PC, and semiconductor industries.
Chris presents at shareholder meetings, sell-side conferences, press conferences, IR Magazine workshops, NIRI events (national and Silicon Valley), and has given an Emmy award acceptance speech. Chris was also a National Investor Relations Institute (NIRI) Silicon Valley chapter board member between 2011-2014.
Chris was an Institutional Investor All-America Executive Team award winner 2017 – best IR professional (#2), software, best investor relations program (#3), software.
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
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.
For more information, please visit 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.
For more information, please visit our website here.