Omni Berkshire Place, New York
This year has been one of tremendous change for the global capital markets. Changes in regulations and structural shifts have had an impact on investor sentiment and decision-making, which in turn has had a huge impact on IR programs. To help make sense of all this, we’re excited to have partnered with Q4 Inc. on their upcoming breakfast briefing on navigating buy-side corporate access.
The event has three features:
Registration and networking
Welcome to the event
Panel: Navigating buy-side corporate access
The panellists will dig into one of the largest changes in the market, the movement of the corporate access function from the sell-side to the buy-side.
Ben Ashwell, editor, IR Magazine
Megan Capay, head of corporate access, Surveyor Capital
Mike Coffey, vice president and head of solutions engineering, Q4 Inc.
Jennifer Langieri, US corporate access, Fidelity Management & Research (FMR)
Elizabeth Librizzi, head of corporate access, AllianceBernstein
Q4 Inc. have arranged for you to book 1:1 time to meet with the speakers at the event. You can connect face-to-face with members of the buy-side corporate access. You will be sent the link to book your meetings once you confirm your place.
End of event
Ben Ashwell is the editor of 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, one of the UK’s leading HR and talent management magazines.
Head of corporate access
Prior to joining Surveyor Capital in March 2016, Ms. Capay served as Director of European Corporate Access at Citigroup. Previously, she served as the Director of International Corporate Access at Barclays, as an Associate Director of US Equity Sales at UBS and as a Vice President of European Corporate Access at Morgan Stanley. Ms. Capay began her career as an Associate Analyst at Morgan Stanley Investment Management.
Ms. Capay holds the designation Chartered Financial Analyst and received a bachelor’s degree from Tufts University.
Vice president and head of solutions engineering
Mike Coffey is Vice President, Head of Solutions Engineering at Q4Inc., where he leverages his stock surveillance and market intelligence expertise with Q4 clients and prospects. Mike has been following the capital markets for well over 20 years.
Previously Mike has held titles including Director at Grabill-Bloom, Vice President at Thomson Financials’ Corporate Group, Managing Partner at Bloom Partners, Managing Director of NASDAQ’s Corporate Services Group and Managing Partner at Oxford Intelligence Partners. Mike began his career at Northern Trust Bank where he was a team leader for the Asset Analysis group.
US Corporate Access
Fidelity Management & Research (FMR Co)
Jennifer is responsible for managing FMR’s bespoke corporate access efforts in the US & Canada. In this role, she works closely with the equity research sector teams and portfolio managers to design and execute thematic corporate field trips, deep dive headquarter visits, facility tours, and direct access to public and private company managements. Jennifer also works with the global team in the scheduling and managing of FMR’s attendance at sell-side events, as well as maintaining strong partnerships with both sell-side and corporate contacts.
Jennifer has been with FMR since 1998, beginning her career as an equity research coordinator for the Healthcare team and transitioning to Corporate Access in 2002. FMR was one of the first firms to capitalize on the benefit of an in-house corporate access team and has significantly expanded its process and footprint over the past decade. During her tenure, she assisted in building out FMR’s global corporate access platform adding counterparts in London, Hong Kong, & Tokyo.
Jennifer earned her B.A. in English & Communications from Assumption College.
Head of corporate access
Elizabeth Librizzi joined AllianceBernstein in January of 2019 as the Head of Corporate Access. In the summer of 2019, her remit expanded to include Advisory Services. Prior to joining AB, Elizabeth spent 3 years at Credit Suisse as the Head of US Corporate Access and 17 years at Morgan Stanley in a variety of roles including Head of Corporate Access in the Americas, commission management and institutional equity sales.
Q4 is a leading global provider of cloud-based investor relations, with the mission of partnering with customers to achieve their strategic IR objectives. Through best-in-class customer experience and an innovative suite of IR technology, Q4 is a trusted partner to over 1,200 of the world’s largest brands. Q4’s comprehensive portfolio of IR communications and intelligence solutions, supported by an industry-leading customer experience model, empower customers to build impactful and strategic IR programs. Q4 has offices in New York, Toronto, Copenhagen, and London. To learn more, visit: www.q4inc.com.
This event is exclusively for in-house IROs at publicly listed companies. To request your free invite for this event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed information on how you can set up meetings with the speakers. If you have any questions or require any assistance, please contact Gargi Iyer at [email protected].