IR Magazine has been overwhelmed recently with requests from the global IR community to help navigate these uncharted waters. In response, we’re holding a first-of-its kind virtual IR conference to provide IROs with access to experts from across the globe.
This one-day virtual event is free to attend and will be live-streamed globally. The sessions will also be available to view on-demand at a later date. The event features six sessions in total – panel discussions with experts followed by a live Q&A with the audience and resource libraries to share information. IR professionals from across the globe will also have the opportunity to network with fellow attendees and share their experiences on issues impacting public companies and their investors. The event is open to all IR professionals.
Given we are expecting extremely high demand based on the initial feedback, please request your logins today as the live portion of the event is on a first come, first served basis.
Click on each session below for more details. The times mentioned below are in EDT. All sessions will be available for replay on-demand.
Welcome to the virtual forum
Ben Ashwell, editor, IR Magazine
How to interpret stock price volatility caused by Covid-19
The coronavirus has had a significant impact on the stock markets during the last two weeks, leading to high levels of volatility and two separate instances of the market-wide circuit breakers being deployed in the US. In this session you will hear from experts about what you can do to navigate the noise and volatility in the stock market.
Jason Oury, head of global advisory, issuer solutions, IHS Markit
Making sense of your shareholder base during a time of increased trading volatility
During this time of uncertainty, it is more important than ever for investor relations professionals and issuers in general to be mindful of changes in their ownership base. Recent volatility has created opportunities for well-capitalized activists, so many issuers are paying close attention to changes in their shareholder base and re-considering the use of tools like poison pills. Our panelists will discuss how activists can use this opportunity to their advantage, and what companies should be doing to prepare.
Jonathan Eyl, senior vice president, co-head of the sentinel market intelligence team, MacKenzie Partners
Break: Networking with attendees from around the globe
How companies can embrace virtual investor meetings
As travel bans are instituted, work from home policies enforced and investment conferences cancelled, how can issuers still connect with their investors and target investors? Learn more about how to get the most out of virtual investor meetings.
Christopher Ward, vice president of client solutions, EQ
How are investors responding to the Covid-19 crisis?
In this session you will hear from corporate access professionals on the buy side about how they intend to navigate the crisis and still consume the corporate access needed by their PMs.
Break: Networking with attendees from around the globe
Maintaining consistent investor communications
This session will cover any/all guidance that regulators have released to help issuers understand how to maintain consistent communications with investors during such a turbulent time.
Gregg Lampf, vice president of investor relations, Ciena
Simon Leopold, managing director, equity research, Raymond James & Associates
Mary Turnbull, managing director, corporate access, Raymond James & Associates
How can you up your digital IR program during the Covid-19 crisis?
The coronavirus will have a profound and indefinite effect on investor meetings and corporate access. In the absence of these meetings, we will explore how IR teams can enhance their digital IR program to make sure that they’re getting the most out of their IR websites and are using social media effectively to drive interest in their company/communicate clearly with the investment community.
Building a crisis communications plan
In this session you will learn from crisis management experts about the specific considerations you should be taking into account to build a robust coronavirus response plan.
End of event
Managing director, corporate access
Raymond James & Associates
Mary serves as Managing Director and Head of Corporate Access at Raymond James with an emphasis on collaborating with Investor Relations professionals to develop strategies for investor outreach and targeting. In this role, Mary is also responsible for partnering with Capital Markets, Investment Banking and Research professionals to develop and source content for Raymond James hosted general and sector-specific conferences, summits, symposiums, non-deal roadshows, bespoke trips and industry experts. Prior to joining Raymond James, Mary served in various research, sales and management roles at Lehman Brothers, Deutsche Bank and Salomon Smith Barney.
An active NIRI member, she is currently on the Board of NIRI Silicon Valley, and previously served on the Annual Conference Committee and President of the Central Florida chapter. She is founder and co-chair of The Women in Capital Markets Symposium (WICM), an annual event devoted to advancing the professional development of women at Raymond James.
Mary received a BA in economics from Mount Holyoke College, and an MBA in finance from Fordham University.
Managing director, equity research
Raymond James & Associates
Simon Leopold joined Raymond James in 2012 through the acquisition of Morgan Keegan & Co. Mr. Leopold joined Morgan Keegan in 2004 as a communications equipment analyst. Prior to joining Morgan Keegan he spent four years covering communications stocks for Merrill Lynch. Mr. Leopold has been recognized in the StarMine Top Analyst survey numerous times for his work as a research analyst; in 2010, he was ranked number one across all sectors for estimate accuracy and in 2014 ranked first in the communications sector for stock picking. He has also been recognized as a runner-up in the Institutional Investor survey in 2018 for Telecom & Networking Equipment. Prior to becoming a research analyst, he worked for 12 years at Telcordia Technologies, now a unit of Ericsson, providing services to carriers and equipment vendors. Mr. Leopold graduated cum laude from the University of Michigan with a bachelor of science degree in electrical engineering and was a member of the electrical engineering honor society. In addition, he holds a master’s degree in engineering from Cornell University and an MBA from Rutgers University.
Vice president of investor relations
Gregg Lampf’s over 25-year career in Investor Relations has been focused on the high technology industry. During his career, Gregg’s responsibilities have also included media and public relations, corporate communications, industry analyst relations, and competitive and market intelligence.
He currently serves as Vice President of Investor Relations for Ciena Corporation, a mid-cap, global leader of next-gen telecommunications solutions and services.
Gregg has been voted as a top IR Professional in Institutional Investor (II)’s surveys several times as well as a member of the All-America Executive Team. He enjoys sharing his experiences through a variety of means including authoring NIRI IRUpdate articles, participating in webinars as well as volunteering as Vice Chairman for the Howard County, Maryland Public Schools Applications and Research Lab Academy of Finance.
Vice president of client solutions
Bio coming soon
Senior vice president, co-head of the sentinel market intelligence team
Jonathan Eyl is Co-Head of Mackenzie Partners’ Sentinel Market Intelligence Team, the company’s specialized stock surveillance group, which focuses on shareholder activism, contested situations, and hostile takeovers. The Sentinel Market Intelligence Team provides strategic insight to clients facing an activism situation in addition to offering general stock surveillance services. Prior to joining MacKenzie, Jonathan was head of Nasdaq’s Special Situation Advisory Program, which also aided clients in proactively monitoring and addressing shareholder activism and preparing for potential proxy contests. He holds an MBA in Management from Fordham University and a Bachelor’s Degree in Business Management and Finance from Babson College.
Head of global advisory, issuer services
Jason leads IHS Markit’s Global Corporate Solutions Advisory business, overseeing over $50M in revenue with a team of over 200 employees and analysts operating in multiple, international locations. This division has become the largest, organically grown investor relations service provider in the history of the industry. Jason’s organization services over 1,000 corporate clients, helping them help them turn investor relations into a competitive advantage by providing effective workflow solutions and critical market intelligence. Before being Acquired by IHS Markit in 2018, Jason joined Ipreo in November 2006 as a Director in the Global Markets Intelligence group, servicing a diverse mix of clients in several sectors, where he acted as a trusted adviser to senior management and investor relations departments. Before joining Ipreo, Jason was an Associate Director on Thomson Reuters’ market surveillance team, providing crucial ownership and investor intelligence to investor relations departments in both the Biotech and Energy sectors. Jason graduated from Fordham University’s Master’s program in International Political Economy, and earned a BS in Finance from the University of Rhode Island.
Ben Ashwell is the editor at IR Magazine and digital editor at 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, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.
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The impact of Covid-19 on people’s personal and professional lives has been profound, with economic activity, share prices and investor confidence contributing to unprecedented uncertainty and market volatility.
This event provides partners an opportunity to support the IR community with the resources, expertise, and solutions they need to navigate this new normal.
Being a partner will provide:
To find out more about how you can contribute to the discussion, email Ian Richman or call on +1 212 430 6865.
For more information, please visit www.equiniti.com
IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. IHS Markit’s private markets division is a premier choice for the private capital industry to address growing pressures for transparency and regulatory compliance. Our full range of products offers solutions for portfolio management, valuations, investor reporting, operating metrics, or investor performance.
For more information, visit ihsmarkit.com
Intrado Digital Media powers your mission-critical communications with a suite of solutions that lets you connect and engage with your investors, employees, the media, and all your critical stakeholders. Our IR communications solutions include: webcasting, IR websites, GlobeNewswire press release distribution, regulatory filing, IPO packages, and monitoring.
Visit www.intrado.com/Digital-Media to learn more.
MacKenzie Partners, Inc. is a full-service proxy solicitation, investor relations and corporate governance consulting firm specializing in contested solicitations, mergers & acquisitions, activism preparedness, stock monitoring through its Sentinel Market Intelligence products, shareholder engagement, tender and exchange offers, bondholder consents, restructurings, and other complex shareholder situations. MacKenzie’s services also include corporate governance consulting and associated financial, investor and media relations services.
For more information, please visit www.mackenziepartners.com
Nasdaq (Nasdaq: NDAQ) is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today’s global capital markets. As the creator of the world’s first electronic stock market, its technology powers more than 90 marketplaces in 50 countries, and 1 in 10 of the world’s securities transactions. Nasdaq is home to approximately 3,900 total listings with a market value of approximately $13 trillion. To learn more, visit: http://business.nasdaq.com
Q4 is the fastest growing cloud-based investor relations and capital market solutions to the IR Industry with over 1,200 clients. Public companies the world over (many of which are Fortune 1000 brands) look to our leading web and intelligence solutions to power successful (and award winning) IR programs — and to better connect with their investors, make more effective decisions, and understand the capital markets.
Learn more at www.q4inc.com.
For more than 40 years, Raymond James has combined deep expertise, global reach and sophisticated strategies to serve the needs of growth companies and their investors. Focused research conducted by industry-specific experts across North America is the cornerstone of our Global Equities team. We offer a full suite of services, an extensive sales force and global distribution capabilities, all while remaining committed to a personal approach built on trust and relationships.
For more information, visit www.rjcorporateaccess.com
Innisfree provides a range of analytical and advisory services to assist in your investor relations efforts. Our analytical capabilities, both quantitative and qualitative, coupled with an unequalled ability to track real-time shareholder developments can inform your understanding of the concerns and expectations of investors. Our Investor Relations Group draws upon the firm’s substantial M&A experience in identifying hostile accumulations as well as providing up-to-the-minute insight into questions of corporate governance.
For more information, please visit www.innisfreema.com
The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.
For more information, please visit www.irclub.ch
The event is free to attend and open to all IR professionals. To request logins for the event, please fill in the form below and we’ll send through instructions. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989