BNY Mellon Offices, New York
Our research showed that while the IR profession has a 50/50 gender split, 67 percent of senior positions are held by men and just 33 percent by women.
Such stats are depressingly familiar throughout the business world. Within IR, however, the news came as a surprise: IR has always been an industry with many women in senior positions. This evening is part of our global initiative of events, articles and research reports aimed at throwing diversity within the IR profession into the spotlight. We’d love to have you join the debate.
Registration, networking drinks and canapés
NEW! Group mentoring and table discussions
We would like to invite you to take part in our new mentoring session. We offer three 20-minute sessions with some of the most senior and experienced figures in IR to help mentor and advise the talent of tomorrow. Get notes on how to deal with specific challenges, improve ways of working and structure your career.
Sally Curley, advisory board member, MOBILion Systems; adjunct faculty, Georgetown and CEO, CGIR
Keri Mattox, global lead, integrated corporate communications, W2O
Deb Wasser, vice president, investor relations, Etsy
Welcome to the event from IR Magazine & BNY Mellon
Opening remarks: What factors in general lead to gender disparity in IR? What can we do to recognize and counter these in our teams?
Ben Ashwell, editor, IR Magazine
Catherine Keating, chief executive officer, BNY Mellon Wealth Management
Panel discussion: Bridging the gap in pay and skillset to ease gender disparity in IR
Lauren Odell, partner and chief operating officer, Gladstone Place Partners
Jocelyn Perry, executive vice president and CFO, Fortis
Kelly Weigel, head of marketing and client services, Cowen (moderator)
Summary and Q&A: Strategic career leadership advice
Negotiating “marketplace value” compensation, defining your voice as an IR leader, building an unshakeable internal brand – the ultimate positioning to advance your future.
Smooch Repovich Reynolds, managing partner, global IRO & CCO practice group, ZRG Partners
Networking drinks continue
End of evening
Ben Ashwell is the editor at IR Magazine, covering investor relations, governance, risk and compliance. Prior to this, he was founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ashwell was vice president and editor at Executive Grapevine, overseeing a daily news website, 10 annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine.
Sally Curley (MENTOR)
Advisory board member, MOBILion Systems; adjunct faculty at Georgetown University and
Sally is Founder and CEO of Curley Global IR (CGIR), LLC, an Investor Relations (IR), Environmental-Social-Governance (ESG) and Corporate Governance strategic advisory firm. With more than 30 years of business experience, Sally has worked for and represented companies in the healthcare, high tech, software and retail industries. Her expertise includes: building and leading IR, ESG, corporate governance outreach programs; strategic consulting and planning; advisor to public, private and non-profit Boards; IPOs (traditional and tracking stocks). From 2010 to 2017, she was named a top IR Officer in her industry by Institutional Investor Magazine and in 2012 was named one of Treasury and Risk Magazine’s “30 Outstanding Women in Finance.” In 2019 she received the prestigious IR Magazine Lifetime Achievement award, an honor awarded by her peers.
For nearly a decade, Sally served as Senior Vice President, Investor Relations for Cardinal Health, a Fortune 50 global healthcare services company, where she oversaw worldwide IR and corporate governance outreach efforts. She was a member of the company’s Global Leadership Team as well as its Disclosure Committee. While there, Sally co-founded and co-chaired the company’s first cross-functional committee responsible for assessing and advancing ESG (environmental, social and governance) initiatives. Prior to Cardinal Health, Sally was Vice President, Investor Relations for Genzyme Corporation (now Sanofi), where she led global IR and helped to advise the Nominating and Governance Board Committee on governance issues. In both organizations, she grew the domestic and international shareholder base substantially.
Sally has presented numerous times to the U.S. Securities and Exchange Commission Corporate Finance Division on topics related to IR, disclosure, governance and proxy process reform. She also has authored Comment Letters to the SEC on behalf of the organizations with whom she worked.
Sally served on the National Investor Relations Institute’s (NIRI’s) Board of Directors, its Senior Roundtable Steering Committee and as a past President of the Boston Chapter. She currently sits on NIRI’s Ethics Committee. In 2013 Sally was inducted into NIRI’s inaugural Class of Fellows, “recognized leaders who represent the ideals of the investor relations profession.” She chaired the committee responsible for creating the NIRI Body of Knowledge, used as the basis for a new IR Certification (IRC). A member of the Society for Corporate Governance, Sally serves on its Sustainability Committee.
Sally currently sits on the Advisory Board for MOBILion Systems, Inc., a private company enabling advancements in disease diagnosis and treatment through its proprietary analytical instrumentation. In addition, she has served as member of the Board of Directors for several non-profit organizations, including the Columbus Zoo and Aquarium (one of the nation’s largest) where she chaired the Board’s Sustainability Committee and was a member of its Nominating and Governance Committee.
Sally is an Adjunct Faculty member at Georgetown University for its Executive Master’s in Global Communications program. She has guest-lectured / taught at The Ohio State University, Boston University, Emerson College Graduate School of Communications and Harvard University on IR, ESG, corporate governance, disclosure issues and crisis communications, including creating coursework related to the healthcare industry. She holds a B.A. from Colby College in Waterville, ME, an M.B.A. from Northeastern University in Boston, MA, and a Certificate of Biotechnical Education from Boston University Medical School.
Chief executive officer
BNY Mellon Wealth Management
Catherine Keating is the CEO of BNY Mellon Wealth Management and a member of the BNY Mellon Executive Committee, the company’s most senior leadership group. For over two centuries, BNY Mellon has served wealthy families around the world, their businesses, family offices, endowments and foundations. It was recognized as the Best Private Bank for Customer Service in the United States by Financial Times publications Professional Wealth Management and The Banker in 2017.
Catherine is a frequent speaker on wealth and investment topics. She has been featured in interviews appearing in The Wall Street Journal, Barron′s, The Financial Times, Businessweek and Institutional Investor, among others. Catherine has also appeared on CNBC, Fox and Bloomberg TV. She has been named one of the Most Powerful Women in Finance and one of the Most Powerful Women in Banking by American Banker.
Catherine is a member of the Council on Foreign Relations and the Economic Club of New York. She serves on the boards of the University of Virginia Law School Foundation and the Inner-City Scholarship Fund, and the investment committees of the Howard Hughes Medical Institute and the Helmsley Charitable Trust. She previously served on the boards of Villanova University (including as chair), Santander Bank and Santander Holdings USA. She earned a J.D. from the University of Virginia and a B.A. from Villanova University.
Prior to joining BNY Mellon, Catherine was the Chief Executive Officer of Commonfund. Before Commonfund, Catherine held a variety of senior positions at J.P. Morgan over two decades, including Head of Investment Management Americas and CEO of the U.S. Private Bank, and served on the firm’s Executive Committee.
Keri Mattox (MENTOR)
Global lead, integrated corporate communications
Keri P. Mattox is the Global Lead, Integrated Corporate Communications for W2O pure and looks after strategically expanding the firm’s C-suite crisis communications and investor relations offering. Mattox has led teams across healthcare distribution, pharmaceuticals, speciality pharmaceuticals, biotech and medical devices.
Mattox joined W2O pure from AmerisourceBergen, a healthcare company ranked #12 on the Fortune 500 with more than $150 billion in annual revenue, where she was Vice President, Corporate & Investor Relations. She also held executive leadership team level positions at Endo International and Auxilium Pharmaceuticals, where she led investor relations, corporate communications, brand communications and government affairs. Mattox’s healthcare communications agency experience includes seven years at Pure Communications, prior to its acquisition by W2O, where she was Executive Vice President and Managing Director, and three years at FitzGerald Communications, Inc.
Partner and chief operating officer
Gladstone Place Partners
Lauren is partner and chief operating operating officer of Gladstone Place Partners. She manages the operations of the firm and leads strategy and execution on client accounts. Prior to Gladstone Place, Lauren spent nine years at Brunswick Group, where she focused on crisis and litigation, mergers and acquisitions and investor relations.
Lauren has advised on a range of sensitive communications projects including The Walt Disney Company’s $71 billion acquisition of the entertainment assets of 21st Century Fox, Andeavor Petroleum’s $23 billion sale to Marathon Oil, the spinoff of Henry Schein’s Animal health business and its merger with Vets First Choice, Roche in its acquisition of Genentech, Pfizer in its acquisition of Wyeth, and the Alcon Independent Director Committee in its defense against the unsolicited bid by Novartis. Lauren also worked with Delta Air Lines in its integration of Northwest.
Lauren’s litigation experience includes being on the team working with BP following the Deepwater Horizon accident and spill. Lauren also has broad experience in investor relations issues and working with newly public companies during the first year as a public company.
Lauren worked in the Investment Banking and Investor Relations divisions of JPMorgan in New York and London. Lauren graduated Magna Cum Laude from Dartmouth College with a B.A. in Geography and is fluent in Spanish. She is married with two children and lives in New York City.
Executive vice president and CFO
Ms. Perry has an extensive career in the utility business, having worked at Newfoundland Power for 13 years in a variety of capacities, including Chief Financial Officer, Chief Operating Officer and President and Chief Executive Officer. She is a prior Director of Finance at Fortis in the early 2000s, and previously served in other financial capacities in the private sector.
She is a Fellow Chartered Professional Accountant (2018), completed a Bachelor of Commerce (Honours) at Memorial University and received her Chartered Accountant Designation in the early 1990s.
Ms. Perry has considerable community and professional board and volunteer experience in Newfoundland and Labrador, including the Healthcare Foundation, C-CORE and Provident10 (formerly the Public Service Pension Plan Corporation). She currently serves on the Boards of Central Hudson and FortisBC, both Fortis utilities.
Smooch Repovich Reynolds
Managing partner, global IR 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.
Deb Wasser (MENTOR)
Vice president, investor relations
Deb Wasser currently serves as VP of Investor Relations for Etsy, Inc. (Nasdaq: ETSY), the global marketplace for unique and creative goods, with a market capitalization of approximately $8B. She is responsible for Etsy’s external shareholder relationships, with a heavy focus on corporate and financial reporting, driving increased analyst coverage and investor connectivity, effective corporate messaging, strategic investor targeting, and elevating the company’s ESG messaging with the financial community.
Prior to joining Etsy, Deb led Edelman’s Investor Relations practice in the U.S., and advised the senior management and boards of public companies on strategic communications including investor relations, financial and corporate public relations, transaction communications, crisis communications and leadership positioning.
Deb was the recipient of the IR Magazine Award for “Best IRO,” Small Cap Company; was top-Ranked sector “Institutional Investor” IRO, and was appointed to the NIRI Senior Roundtable. Deb is Board Member of NIRI National and NIRI New York. Deb is one of approximately 100 IR practitioners globally to have achieved the newly created “IRC” certification from NIRI.
Prior to joining Edelman in 2015, Deb was Senior Vice President, Investor Relations & Corporate Communications for Veeco Instruments (Nasdaq: VECO; multi-billion dollar market cap technology company) for over 15 years. While at Veeco, Deb created and implemented a global IR program to raise visibility and deepen ownership to reflect business trends: annual program included more than 25 IR conferences and NDRs including Europe and Asia outreach. Veeco’s analyst coverage grew from 5 to over 25. She led effective communications strategy through positive periods of growth, over a dozen M&A transactions, a highly successful secondary equity offering, new market opportunities, one CEO and two CFO transitions, an accounting review, as well as business declines and restructurings.
Prior to joining Veeco, Deb was Vice President of Dewe Rogerson Inc. in NY where she ran the firm’s U.S. IR client base, focused on healthcare/ biotech, high-tech, consumer products (food, apparel), financial services, publishing and general industry. During her tenure at the firm, Deb serviced clients across the globe and helped grow the firm from 4 to 80 employees. Deb also served for one year as Director of Investor Relations for Immunomedics, a biotechnology company. Deb has a BS in Communications and Business from The State University of New York at Albany.
Head of marketing and client services
Kelly Weigel is Managing Director and Head of Marketing and Client Services and is responsible for overseeing and managing the firm’s global marketing activities, media relations, corporate access, conferences and research analyst marketing. Prior to joining Cowen, Ms. Weigel ran her own consulting company that provided conference logistics and one-on-one meeting coordination for a variety of investment banks. Ms. Weigel also spent 14 years at Bank of America (formerly Montgomery Securities) in the corporate access and syndicate groups. Ms. Weigel has a Bachelor of Arts from the University of California at Berkeley.
We would like to invite you to take part in our new speed mentoring session at the Women in IR event in NY. We offer three 20-minute sessions with some of the industry’s most senior and experienced figures to help mentor and advise the talent of tomorrow.
Get notes on how to deal with specific challenges, improve ways of working and structure your career. If you, or someone you know is interested in taking part, you can book your slot when you sign up for the event. Simply tick the box that you would like to join the session.
Spaces are extremely limited and we want to ensure that they are all taken advantage of, so please book now to avoid disappointment.
Based on responses from more than 900 IR professionals, our 2019 research report on Women in IR follows on from the findings in the IR Magazine Global IR Salary & Careers Report 2018. The report examines the pay and career experiences of women working in investor relations according to three factors:
It then compares these with those of their male counterparts to see where gender differences lie.
The report goes beyond the headline figures to identify when and where men and women are treated differently – and, indeed, equally – in their pay and career experiences. It shows that, while there is little overt or deliberate sexism in IR, a number of circumstantial factors have led to the overall gender disparity we currently see. Find out more about the report.
Attendees are leading IR practitioners with a strategic IR role within his or her company. Some of our past attendees include:
|Job title||Company name||Job title||Company name|
|Account Executive||Alliance Advisors||Managing Director, CFO practice||ZRG Partners|
|Analyst, Investor Relations||Integra LifeSciences||MD, Head of marketing and Client Services||Cowen|
|Assistant Vice President||Alpha IR||Managing Partner||Harbor access|
|Associate Director||Ipreo||Managing partner, global Investor Relations||DHR International|
|Associate Director, Corporate Access||Point 72||Market Access Specialist||BNY Mellon|
|Associate Vice President||Prosek Partners||MBA Intern, Investor Relations||CIFC Asset Management|
|Business Development, Assistant VP||Alliance Advisors||Policy Officer||Principles for Responsible Investment|
|CFO||Stanley Black & Decker||President||Edelman|
|Chief Business Development Officer||CorpAxe||President||Equanimity|
|Corporate Comms & IR Director||Trinseo||President||The Equity Group|
|Corporate Access||Balyasny||Previously VP of IR||Ascena|
|Corporate Comm||New York Community Bank||Public Relations and Financial Comms||Mithra IR|
|Director||Catheen Mayrose Consulting||Quantitative Summer Analyst||AIG|
|Director||Ipreo||Sales Associate||Clinton Group|
|Director||Nasdaq||Senior Advisor||Arbor Advisory Group|
|Director IR||Kadmon||Senior Analyst||NRG Energy|
|Director IR||Seavest Investment||Senior Associate||I-advize Corporate Communication|
|Director, Client Services||MerchantCantos||Senior Associate||Taylor Rafferty|
|Director, Investor Relations||SkyBridge Capital||Senior Associate||Teneo Strategy|
|Director, IR||Voya Financial||Senior Executive Interviewer||Rivel Research|
|Diretor, Corporate Governance Services||Donnelley Financial Solutions||Senior Investor relations Analyst||Blue Apron|
|Executive Director||Acorda||Senior Manager, IR and Corporate Comms||Crestwood Equity Partners LP|
|Executive Vice President||Grayling||Senior MD, Regulatory & Market Initiatives||Computershare|
|Executive Vice President||Nasdaq||Senior Vice President||Okapi Partners|
|Founder/ Exec Producer||QuidPro Video, Inc.||Sr. Financial Analyst||Century 21 Department Stores|
|Head of Global Investor Relations||Mylan N.V||Student||New York University|
|Head of Global Macro||Point 72||SVP||Abernathy MacGregor|
|Head of Institutional Research Sales||Dudack Research Group||SVP Investor Relations||Ubiquiti Networks|
|Head of Investor Relations||AG Mortgage Investment Trust||Team Lead, Corporate Account Management||Ipreo|
|Head of listings||IEX||Vice President||Edelman|
|Head of Smart Connect North America||Kepler Cheuvreux||Vice President of Investor Relations||Blue Apron|
|Investor Relations||Chimera Investment Corporation||VP, Corporate Access & Client Services||Baird|
|Investor relations||Grace IR||VP||Teneo Strategy|
|Investor Relations||Pinnacle Asset Management||VP Invester Relations||PVH|
|Investor Relations Associate||Catalyst IR||VP Invester Relations||Sotheby’s|
|Investor Relations Specialist||BNY Mellon||VP of Investor Relations||iHeartMedia|
|IR||Vitamin Shoppe||VP of Investor Relations and Market Analysis||Weight Watchers International|
|IR & Communications Consultant||Parrella||VP Marketing & operations||Hightouch IR|
|IR Manager||Pdv||VP, Corporate Access||Leerink Partners|
|Managing Director||Burson Marsteller||VP, Global IR Advisory, DR||BNY Mellon|
|Managing Director||CounterPoint Strategies||VP, Investor Relations||Burns McClellan|
|Managing Director||I-advize Corporate Communication||VP, Investor Relations||T-Mobile|
|Managing Director||ICR||VP, IR and Corporate Communications||Minerals Technologies|
|Managing Director||Noble||VP, IR||ICR|
|MD & Head of Corporate Access||Telsey Advisory Group||VP, IR||Synergy Pharmaceuticals|
|Managing Director Investor relations||Ambac|
IR Magazine is supporting the Coalition for the Homeless’ First Step program through our Women in IR events. First Step gives homeless and low-income women the skills and confidence they need to achieve financial independence. A major part of this is to prepare women for employment. Often these women cannot afford a professional outfit to wear to interviews.
We would be delighted if you are able to bring along an unwanted business outfit. They will be donated to women on the First Step program.
This year’s Women in IR US forum is hosted by BNY Mellon!
240 Greenwich Street, 10th Floor
New York, NY 10286
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 to BNY Mellon headquarters.
In Association with
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment life cycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of March 31, 2015, BNY Mellon had $28.5 tn in assets under custody and/or administration, and $1.7 tn in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.
Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides investment management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management through its two business segments: Cowen Investment Management and its affiliates make up the Company’s investment management segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company’s investment bank segment. Cowen Investment Management provides investment management solutions to a global client base and manages a significant portion of Cowen’s proprietary capital. Cowen and its affiliates offer industry focused investment banking for growth-oriented companies, domain knowledge-driven research, a sales and trading platform for institutional investors, global clearing and commission management services and also a comprehensive suite of prime brokerage services. Founded in 1918, the firm is currently celebrating its 100th Anniversary and is headquartered in New York with offices worldwide. To download Cowen’s investor relations app, which offers access to SEC filings, news releases, webcasts and presentations, please visit the App Store for iPhone and iPad or Google Play for Android mobile devices.
Please visit us at www.cowen.com
Gladstone Place Partners is a New York-based strategic and financial communications firm serving clients in the U.S. and across the globe.
Our diverse and experienced team advises companies, CEOs, boards and chief communications officers on evolving strategic communication needs. Our firm consists of individuals with a broad range of backgrounds, including highly regarded business leaders, finance professionals, communications professionals and senior journalists with years of experience at places like The Wall Street Journal, The New York Times and Reuters.
Our focus is on four key areas: financial communications, which includes mergers and acquisitions, activist defense, IPOs, investor relations and material financial disclosures; corporate reputation and strategic positioning; issues management, including crisis and litigation communications; and corporate governance communications. We are at the nexus of the corporate world, financial markets and media.
We take great care in having the right skillsets and expertise applied to each assignment. We understand the complexity of today’s communications environment, which is why we have social and digital capabilities embedded in our DNA.
We are passionate about our clients and are right there with them in the trenches. We believe a well devised communications strategy can help companies achieve their strategic objectives and effectively engage with internal and external stakeholders.
Gladstone Place Partners strives to build long-term, trusted relationships by delivering the highest quality work, paired with uncompromising ethics, integrity and judgment.
ZRG Partners’ mission is to bring talented candidates to leading companies. We adhere to a set of core values that allows us to fulfill our clients’ needs on an optimal scale. We take pride and care to ensure that the core values we instill in our staff help our clients acquire strong leadership within their company.
For more information, please visit our website.
NIRI New York is the largest chapter in the NIRI network. Our unique position at the cross roads of the world’s largest financial center and proximity to a large number of Fortune 500 companies, enables us to deliver cutting edge programs featuring our industry’s most respected leaders, unparalleled peer-to-peer networking opportunities and access to thought leadership across multiple channels. No other local investor relations organization offers the breadth and depth of our outstanding membership benefits.
For more information, please visit www.niriny.org
The event is open to all IR professionals – men and women – to build on last year’s discussion and learn how those leading the way are facing challenges head-on. The discounted rate expires on Friday, August 30. Please click below to register for the event. We look forward to meeting with you soon.
For all inquiries
212 430 6865