IR Magazine

IR Magazine Think Tank – West Coast

Monday, September 16, 2019

Garden Court Hotel, Palo Alto, CA

About the think tank

The IR Magazine 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.

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


Click on the session title below to view details. View the agenda as a PDF

  • 08:15 AM
    Breakfast and registration

  • 09:00 AM
    Welcome and opening remarks

  • 09:15 AM
    IR trend watch: Responding to changes on the sell side

    • Reduced coverage – Are you experiencing it? What can you do to counter poor quality research? How do you determine the value/accuracy of your covering analysts and how does that factor into who you partner with? What has this done to the accuracy of financial modelling and consensus?
    • Company sponsored research – Have you used it? What’s your perception of it? When would you use it?
    • Direct engagement – Have you had experience of setting up investor meetings directly? How does it dovetail with the work you do through brokers? How did you find out how the investor organized corporate access?

    Grant Bartucci, associate director, corporate access & broker relations, Point 72
    Victoria Hyde-Dunn, head of investor relations, 8×8
    Mary Frances Turnbull, MD, corporate access, Raymond James & Associates

  • 09:45 AM
    Developing a robust engagement strategy: Targeting and roadshow best practice

    • How have engagement trends evolved internationally since the implementation of Mifid II? What is the best way to get in front of investors at this time?
    • How best to discover GARP and long-only investors? What are the risks in targeting long-only funds and sovereign wealth funds from outside of the US?
    • What factors go into determining the IR calendar? How should you manage your IR calendar between conferences, industry events and analyst days?
    • What is the level of importance you assign to each? Has it changed in recent years? Are IR teams favoring NDRs over conferences, because they can get in front the people they want to meet?
    • How much value do you put into non-deal roadshows? In what regions, how often and under what circumstances do you do IR-only roadshows?
  • 10:30 AM
    Table discussions investor engagement best practices

    Participate in structured group discussions focused around the issues mentioned in the previous targeting session and also on broader investor engagement best practices including earnings calls, social media, IR only roadshows and marketing calendars. Share your experiences and solve problems as a group in an interactive environment.

  • 11:00 AM
    Refreshment break

  • 11:30 AM
    Buy-side panel: Investor’s perspective on ESG integration

    • Is there a specific area of ESG that has gained more focus in the past year?
    • To what extent do ‘S’ & ‘E’ influence buy/sell decisions?
    • What questions do ESG-focused investors ask in meetings?
    • What should smaller companies with limited resources focus on?
    • What are the top disclosures that are most important to investors?
    • What are some of the most common misconceptions with respect to the reporting process?
  • 11:55 AM
    IRO panel: How does the increasing focus on ESG impact the IR function?

    • How should you be integrating sustainability into your overall strategy and reporting processes? What is considered best practice?
    • What’s the best way to manage external expectations for additional disclosure metrics on the business?
    • Should you pursue outbound programs to discuss ESG with passive investors?
    • Are there regional or cultural differences between US and European investor views on ESG?
  • 12:20 PM
    Table discussions ESG integration best practice

  • 12:45 PM
    Lunch and networking

  • 13:45 PM
    IR at the table: How to elevate IR to become a strategic partner within a company

    • What is the future of IR? How do you see IR evolving in 5-10 years and what will drive this change?
    • What does the c-suite want from their IR teams? Does less active management mean smaller role for IR?
    • What are some best practices for getting your CEO and CFO on the same page during tough times?
    • How do you measure the success of your IR program?
    • How can IR teams best use their resources so that the IRO can be focused on providing strategic value?
    • To what extent does this rely on partnering with colleagues in other departments and how can you build those relationships?
  • 14:45 PM
    NEW FORMAT: Open Q&A with investors and analysts

    • What do investors value most from IR teams? Key questions coming from investors and analysts
    • Thinking like a PM: How to approach different portfolio managers
    • Understand the investment style for different funds and how you can become more relevant
  • 15:45 PM
    Final thoughts followed by a happy hour drinks reception, hosted by the NIRI SV Chapter


New speakers being announced every day

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

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 IR & 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

"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

Venue and location

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

ACCOMMODATION: Looking for the perfect place to stay before or after the event? Why not try our exclusive HotelMap to browse real-time room rates of hotels close in proximity Garden Court Hotel

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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]


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

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