IR Magazine

IR Magazine Think Tank
West Coast II

Monday, September 17, 2018

Garden Court Hotel, Palo Alto, CA

About the think tank

The IR Magazine Think Tank – West Coast II 2018 is an invitation-only event exclusively for senior corporate, in-house IR professionals. 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.


  • 08:00 AM
    Registration and refreshments

  • 08:45 AM
    Welcome to the think tank: What’s next for the US public company?

    Ben Ashwell, digital editor, IR Magazine

  • 09:00 AM
    What’s next for technology in capital markets?

    Discover how technological trends in capital markets are unfolding, the impact these trends will have on how your stock is traded and learn how companies can better navigate the capital markets of the future.

    • Learn how markets are being influenced by the drive to big data, machine learning and growing speed and scale of processing
    • With real-time pricing and trading what do you need to know? When and how should you act to reduce volatility
    • As technology changes, what will the impact on IR be, and how can you better manage your share repurchases?

    Ari Rubenstein, co-founder and chief executive officer, GTS Capital Markets

  • 09:30 AM
    Value of IR: How IR can better influence investment interest

    Experts share their thoughts on the results of our research report. The value of IR is a report based on 420+ responses from portfolio managers and analysts on how influential good IR can be and what IROs can do to increase that influence.

    • Access research data on how much of a premium does good IR add to the share price and market capitalization
    • Learn about the individual qualities and experiences that IROs need to develop to better influence investment decisions
    • Hear from senior management about the qualities they look for in an IRO

    Moderator: Ben Ashwell, digital editor, IR Magazine
    Smooch Repovich Reynolds, MD, global investor relations and chief communications officer practice group, ZRG Partners
    Ruth Cotter, Senior vice president of worldwide marketing, human resources and investor relations, AMD
    Derrick Nueman, Vice president of investor relations, Pandora

  • 10:30 AM
    Morning coffee and refreshments

  • 11:00 AM
    The Exchange: Best practice discussions

    Exchange information, ideas and inspiration in this fully interactive session. Here’s how it works – choose three of the following topics, join the relevant table and begin discussions. When the bell rings, move on to the next table/topic and repeat. At the end of the session, hear a roundup from all the round table leaders. Choose your three preferred topics from the below:

    • Investor engagement and education: New approaches to site visits, roadshows and NDRs with Dan Romito, global head of investor analytics, Nasdaq
    • The need for standardization in ESG reporting
    • Anton Gorodniuk, Sector analyst for financials, Sustainability Accounting Standards Board (SASB)

    • Innovative targeting strategies: Who is your ideal investor and how can you find them? Gabrielle Rabinovich,
    • What the buyside want to hear about governance outside of the proxy season with Anne Chapman, managing director, Joele Frank
    • Crisis management Scenario: What would you do? with Lisa Hartman, President-elect, NIRI San Francisco
  • 12:30 PM

  • 13:30 PM
    The IR clinic - an open discussion to solve your IR ailments

    In this highly interactive and different discussion your IR peers will help brainstorm solutions to the challenges you are currently facing anonymously and confidentially.

    • Put forward the biggest challenge you are facing in IR currently
    • Talk through how you can overcome the challenge in mixed groups of IR professionals from a variety of backgrounds
    • Leave the session with a deepened understanding on how to tackle a challenge specific to your work

    Victoria Hyde-Dunn, Senior director of investor relations, 8×8

  • 14:30 PM
    What do capital markets now expect of public companies? Q&A with the buy side and sell side

    Hear fund managers and analysts share their views on the latest trends and regulations impacting business and expectations of IR teams.

    • Mifid II: How is it changing the game for listed companies? With a reduction of teams covering companies, what is now expected of the IR department?
    • What does increased investor interest in ESG mean for public companies? How can IR improve transparency and disclosures?
    • What are the big investment trends for 2019 and beyond? What should be covered in investor presentations?

    Moderator: Ben Ashwell, Digital editor, IR Magazine
    Megan Capay, Corporate relations, Surveyor capital
    Mary Turnbull, Senior vice president of corporate access, Raymond James & Associates
    Serena Perin Vinton, Senior vice president and portfolio manager, Franklin Templeton Investments

  • 15:30 PM
    NIRI SV program presentation

    Katrina Rymill, Vice president of investor relations, Equinix

  • 15:45 PM
    Networking and cocktail reception

  • 17:00 PM
    Event concludes

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


Check out all of our panel briefing speakers and discussion leaders who will set the scene before the interactive roundtables

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

Venue & Accommodation

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


As a courtesy to attendees of the IR Magazine Think Tank – West Coast II, the Garden Court Hotel is pleased to offer the following discounts:

Sunday, September 16, 2018: 15% off the best available rate
Monday, September 17, 2018: 15% off the best available rate

*Rates are based upon availability; guests must call the hotel directly at 650.322.2914 and mention the IR Magazine Think Tank to confirm room availability.
The hotel will continue to accept reservations into the contracted block after August 17, 2018 at the best available public rate (discounts 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>


Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) at this event. IRC-credentialed speakers may also earn PDUs.  Find out more information at

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 Lauren Brown at [email protected] or on +44 020 8004 5829.