IR Magazine

IR Magazine Think Tank
West Coast

Wednesday, March 28, 2018

Garden Court Hotel, Palo Alto, CA

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.

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


Click on the session title for more information. View agenda as PDF>

  • 08:00 AM
    Breakfast and registration

  • 09:00 AM
    Welcome to the IR Magazine Think Tank

  • 09:15 AM
    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

  • 09:45 AM
    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

  • 10:45 AM
    Refreshment break

  • 11:00 AM
    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
  • – The SEC has granted a 30-month no-action relief period – what will you be observing during this period, and how are you preparing yourself?
  • – With a reduced sell-side research market, how will consensus be compiled by aggregates and should companies be making their own consensus more widely available?
  • – How can you manage a higher volume of direct requests from the buy side?
  • – Marketing in Europe: Share approaches that you are taking to corporate access changes and exchange views on how to choose the best broker for your roadshows
  • – Debate the risk of conflicts of interest and the ongoing importance of the sell side as the broker-investor relationship changes
  • – Understand the strategies your peers are taking to maximize coverage
  • 12:00 PM
    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

  • 12:30 PM
    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

  • 13:00 PM
    Working lunch

  • 13:30 PM
    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

  • 14:00 PM
    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

  • 15:00 PM
    Final thoughts and wrap-up

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. 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.

*The Hotel will continue to accept reservations into the contracted block after 02-25-18 at the best available public rate, subject to guestroom availability; contracted group rates may not apply. 

Welcome to IRspace

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.

Apply now for free membership>

Request Invite

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.