BNY Mellon, New York, NY
IR Magazine’s Women in IR campaign sparked a lively debate around the globe in 2019 about how women can achieve gender equality and pay parity in the IR profession. In 2020, we’re expanding our platform to include all areas of diversity such as ethnicity, age, religion, disability, and sexual orientation to better reflect the IR community we serve.
With the help of expert speakers and those leading the charge at public companies, we’ll be presenting diverse ideas, promote open debate, and provide perspectives on how to build a more inclusive IR community. The forum in New York on July 22 is part of our global initiative aimed at throwing diversity within the IR profession into the spotlight.
We’ll be announcing the full agenda and speaker line-up shortly. Stay tuned!
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 communications officer and head of investor relations
Amy Greene joined Avon in August 2018 to lead investor relations, taking on expanded responsibilities for global communications and as Chair of the Avon Foundation for Women in 2019.
Amy Greene brought with her two decades of experience as an industry analyst and in-house investor relations executive. Prior to joining Avon, she built an award-winning investor relations programme at Herbalife Ltd. during her tenure as Senior Vice President of Global Engagement and Senior Vice President of Investor, Government & Community Relations, as the company grew from a small to mid-cap business.
Amy also served as Vice President of Investor Relations & Government Relations at GNC Holdings Inc., the global vitamin and supplements retailer, where she led the external engagement with investors, analysts and various Congressional offices and industry groups, to change the narrative around topics such as wellness and care.
Earlier in her career Amy spent more than 10 years as an equity analyst at Avondale Partners LLC and First Union Securities, covering the direct selling, personal care and restaurant and beverage sectors. Most recently she founded and served as Chief Strategy Officer of LAILA Strategic Consulting, an independent consulting company that assists corporate executives in designing and implementing investor and public affairs strategies.
She received a BS in Politics from Randolph-Macon Women’s College.
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 joined W2O Group in 2018, bringing 20 years of experience in life sciences communications.
Keri’s strategic communications experience spans reporting, technology transfer / business development, integrated agency services, crisis communications, investor relations, government affairs and in-house corporate communications. She has worked with and led teams across healthcare distribution, pharmaceuticals, specialty pharmaceuticals, biotech and medical devices.
Prior to joining W2O, Keri served as Vice President, Corporate & Investor Relations at AmerisourceBergen, a healthcare company with more than $150 billion in annual revenue and ranked #11 on the Fortune 500. While at ABC, her IR team was named among the industry’s best by Institutional Investor. She also held Executive Leadership Team level positions at Endo International and Auxilium Pharmaceuticals, leading all investor relations, corporate communications, brand PR and government affairs and helping guide the companies through more than $10 billion in M&A transactions. Keri’s communications agency experience includes seven years at Pure Communications, most recently as Executive Vice President and Managing Director, and three years at FitzGerald Communications, Inc.
In both her in-house and agency positions, Keri has worked extensively on crisis communications, counseling companies on how to best manage data milestones, FDA product recalls, FDA Advisory Committees, product shortages, safety issues, executive transitions, activist shareholders, federal and state investigations, class action lawsuits and opioids manufacturing and distribution.
Keri started her career in journalism with positions at The Washington Post and Hearst Newspapers before transitioning into public relations and the life sciences industry. She has a bachelor’s degree in Political Science from Boston University and earned her master’s degree in Journalism from the University of Maryland. Keri is married with one daughter and calls Philadelphia home.
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.
Deputy CFO and head of IR
Sabra Purtill is the Deputy CFO, Head of Treasury, Investor & Rating Agency Relations, and Corporate Development at AIG. Sabra oversees AIG’s engagement with key financial stakeholders, including ratings agencies and the investor community, in a coordinated and consistent way that supports business objectives. Additionally, she oversees AIG’s treasury and credit banking functions and coordinate with the businesses regarding corporate development.
Institutional Investor has ranked Ms. Purtill as a top investor relations professional for six years in a row. She joins AIG from The Hartford Financial Services Group, Inc. (NYSE:HIG), where she has served for the past eight years, most recently as Senior Vice President, Investor Relations & Treasurer. In this capacity, she managed rating agency, credit and investment banking and investor relationships. Previously Ms. Purtill was Managing Director, Investor Relations & Communications, at Assured Guaranty Ltd. and prior to that was a Corporate Finance Officer at ACE Limited, now known as Chubb Limited.
Over Ms. Purtill’s more than 30 year career, principally focused on the insurance industry, she also spent time in sell-side research at ABN AMRO Incorporated, Keefe, Bruyette & Woods, Advest Group, Inc. and Conning & Co. She began her career in corporate finance at Chase Manhattan Bank, N.A., progressing to insurance ratings at Standard & Poor’s and to mergers and acquisitions at Merrill Lynch.
Ms. Purtill holds an M.A. from Georgetown University and a B.A. with High Honors from The University of Virginia. She is a member of the Board of Trustees of Middlesex Health Systems where she serves on the Audit and Investment Committees. She is also Vice Chairman of the Advisory Board to the Center of Politics at The University of Virginia.
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.
As part of the forum, attendees have the option to participate in our newly launched speed mentoring sessions. Following its overwhelming success in 2019, we’ll dedicate more time to allow for in-depth dialogue.
We will offer three 30-minute sessions to attendees with some of the community’s most senior and experienced figures to help mentor and advise the talent of tomorrow.
Participants will receive notes, tips, and take-aways on how to deal with specific challenges, improve your way of working, and structure your career.
If you’d like to attend, please select the mentoring option when you register for your place below.
Attendees are leading IR practitioners with a strategic IR role within his or her company. 2019 attendees included:
|Job title||Company||Job title||Company|
|Advisor, investor relations||Cardinal Health||Manager, investor relations||Xylem|
|Analyst, staff investor relations||LogMeIn||Manager, investor relations||NiSource|
|Associate director, advisory services||Nasdaq||Senior investor relations analyst||Blackbaud|
|Associate, investor relations||Etsy||Senior investor relations analyst||Blue Apron|
|CCO & head, investor relations||Avon||Senior manager, investor relations||Moody’s Corporation|
|Director, investor relations||Conduent||Senior manager, IR||Avon|
|Director, investor relations & corporate communications||Anterix||Senior vice president||Formerly Fifth Third Bancorp|
|Executive director, investor relations||Celgene||Specialist, IR||T-Mobile|
|Executive vice president & CFO||Fortis||Specialist, IR||Tronox|
|Head, Governance Services||Nasdaq||VP, business development||Tronox|
|Head, investor relations||Minerals Technologies||VP, investor relations||Etsy|
|Head, investor relations||Moody’s Corporation||VP, investor relations||Fortis|
|Head, investor relations||Mylan||VP, investor relations||Nielsen|
|IRO||Sanofi||VP, investor relations||Tradeweb|
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
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 www.zrgpartners.com
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
IR Magazine is supporting the Coalition for the Homeless’ Grand Central Food Program through our Diversity in IR events. The Grand Central Food Program delivers hot, nutrious meals to approximately, 1000 homeless and hungry me, women and children on the streets of NYC every night of the year.
We would be delighted if you are able to bring along your donations for non-perishable foods, professional and non-professional clothing, socks, toys and hygiene products. Click here for the guidelines for all in-kind donations.
We’re pleased to announce that this year’s Diversity in IR forum is hosted by BNY Mellon!
240 Greenwich Street, 10th Floor
New York, NY 10286
IR Magazine has arranged preferential rates for delegates at nearby hotels. View the hotels and rates by clicking here.
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 www.niri.org/certification.
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. We look forward to meeting with you soon.
Please note that these are our super early-bird prices and any bookings made after May 29, 2020 will be charged at the early bird rate. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989.
We are monitoring the situation surrounding the Covid-19 virus on a daily basis. Based on the current advice provided by the World Health Organization, we will be going ahead with hosting the events as planned. The well being of our attendees is paramount and we plan to take a number of precautions onsite to ensure a hygienic environment. If you have any further questions, please contact Priscilla Lim for more information.