TD Offices, New York
The IR Magazine Think Tank – East Coast took place on Thursday, April 27 in New York and was an invitation-only event exclusively for senior IR officers. Our thinks tanks were free to attend and our unique format enabled participants to network extensively, discuss, debate and dissect topical issues affecting today’s IROs.
What makes our format so unique?
Our think tanks are 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 an opportunity to share experiences with and learn from other top-rated IROs. All table 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?
Industry experts, top-rated IROs and members of the investment community set the agenda on a panel discussion by sharing their thoughts on session topics.
Small round tables 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.
NIRI IRC® CREDENTIAL
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.
Investors, analysts and award-winning issuers will share best practices. Roundtable discussions will follow panel discussions. Timings are subject to change.
Registration, refreshments and networking
Welcome to the IR Magazine Think Tank
Laurence Taylor, senior conference producer, IR Magazine
Lisa Thomas, deputy head of global research, TD Cowen
The view from Washington – policy and politics
With the first criminal indictment and arraignment of a former US president in the history books, what is next? As far as markets are concerned, if the charges set off a new round of partisan conflict, the next several months could be rocky. The 2024 general election is 581 days away, an eternity in politics.
Much closer is the debt ceiling’s X-date. The X-date could dovetail with Trump’s potential legal proceedings this summer and have massive market implications. Few policy matters in Washington have such destructive economic capability as the weaponization of the debt ceiling—the 2011 fight triggered the first credit downgrade of the US. Learn more about upcoming policy issues and their potential market impact from one of the leading Washington experts.
Chris Krueger, managing director, Washington research group, TD Cowen
Understanding your shareholder base: Changing investor activity and implications for IR
During this fireside chat, we will delve into crucial themes impacting IR teams. These include understanding the key segments of your ownership profile and their unique characteristics, effectively identifying and filtering out trading “noise,” closely monitoring broker and block trading activities, recognizing the role of quants in the investment landscape, comprehending the impact of short interest on voting decisions, staying updated on trends in the deal market, utilizing the sell side for productive investor meetings, and proactively planning for potential activist engagement.
Moderator: Steve Wade, head of event content, IR Magazine
Tom Margadonna, senior director, capital markets intelligence group, Morrow Sodali
Re-identifying the right investors: Building an innovative and strategic plan for targeting
The current market is a tricky hybrid of opportunities and unknowns for issuers and investors. The panel discussion is focused on re-identifying the right investors in this new environment, evaluating targeting plans, and using innovative tools and resources to target potential investors.
The discussion covers best practices around expanding the list of analysts covering your stock, managing the changing sell-side dynamics, effective prospect follow-up, and more to help broaden the shareholder base. We’ll also explore ways to adjust engagement strategies for various cap sizes in a more cautious post-pandemic macro environment.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Grant Bartucci, head of corporate access origination and research, Point72 Asset Management
Mark Kinarney, vice president of investor relations, Lantheus
Ryall Stroud, director of capital market strategy, Irwin
Roundtables: Compare company strategies for increasing coverage and targeting
During these structured roundtables, senior IR professionals at listed companies from various cap sizes will share practical tips that have helped their team improve the effectiveness of their targeting process in the past 12 months.
We’ll discuss ways to engage with the evolving sell-side differently, direct marketing to the buy-side, and the nuances of blind outreach and cold calling.
Cutting through the fog: Getting your digital strategy, messaging and meetings right
This forward-planning session will discuss simplifying digital messaging and creating impactful investor touchpoints to encourage shareholder confidence. We discuss how you can find the right balance between in-person and virtual engagement and how to tailor your efforts to efficiently and effectively engage investors in all formats.
In addition, we will explore the role of AI in modernizing the IR toolbox, tips to maximize the use of management’s time, strategies to engage with retail investors and advice on utilizing social media as part of IR strategy.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Deborah Belevan, vice president of investor relations, Duolingo
Erik Carlson, COO and CFO, Notified
Ian Selig, vice president of IR, Safehold
Roundtables: Let’s Chat(GPT) – Using AI for IR... and more
With AI tools such as ChatGPT impacting almost every aspect of an IRO’s role, we look at how you can use it for efficiency and creativity. We explore using AI for competitive analysis, writing up earnings call transcripts, preparing reports, outlining news releases, editing copy, creating images and videos, slide decks, summarizing essential information for social media, and so on.
We will also discuss which format delivers the most impact – In-person vs virtual vs hybrid investor days and the do’s and don’ts of adapting your digital messaging for a retail audience.
Roundtable leaders: Sylvie Harton, chief business strategy officer, Lumi on ‘Delivering the most impact – In-person vs virtual vs hybrid’
Tierney Saccavino-Payne, investor relations, Acorda Therapeutics on ‘Adapting your digital messaging for a retail audience’
Gregg Lampf, VP of IR, Ciena on ‘Using AI for IR’
Managing up and managing down: Role of IR in strategic priority setting
The c-suite at public companies has several priorities to ensure they deliver shareholder value on the rocky road to recovery in the coming 12 months. This includes actively engaging in IR activities. What, according to the c-suite, makes for good IR? What percentage of the C-suite’s time should be spent on IR activities across cap sizes? What key factors result in the decision to expand the IR team when resources are limited? How can IR, an essential function in the company, get a seat at the executive table?
Moderator: Steve Wade, head of event content, IR Magazine
Tim Gray, CFO, Anterix
Gregg Lampf, VP of IR, Ciena
Matt Latino, VP of finance and CFO of Americas, Xylem
Timothy Sedabres, EVP, head of investor relations, Huntington
Roundtables: Most value-adding initiatives IROs should strategically prioritize now
IR professionals must prepare for a post-pandemic dip and recovery from subsequent growth by developing the necessary career skills, securing the right resources and getting a seat at the table.
We’ll discuss how the IR role has evolved over the last few years as access to capital gets competitive, how IROs can adapt to gaps in the skillset, build a diverse, well-equipped team when budgets are tight, and prepare for the IR function of tomorrow.
Overcoming fatigue: What ESG factors are critical to investors in the current market?
Investors have grown increasingly concerned with ESG metrics recently, expecting a higher quality of disclosures, reporting and communication. This fireside chat will discuss creating an ESG engagement strategy that effectively communicates risks, opportunities and stability while staying current with upcoming trends and investor expectations.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Anthony Mark Garcia, senior director of investment stewardship, Nuveen Responsible Investing
Q&A with investors and analysts: Get your questions answered!
Investors and analysts will share their expectations for IR teams in the next 12 months. They will offer insights into what formats of meetings are preferred, how to get the most out of each format, predictions for various sectors, critical ESG issues that help with decision-making and how investors are using AI to screen companies.
This is an opportunity to engage directly with investors and analysts on post-pandemic recovery plans and get your questions answered!
Moderator: Steven Wade, head of event content, IR Magazine
Thaddeus Pollock, portfolio manager, Cramer Rosenthal McGlynn
James Wong, head of corporate access origination, Millennium Management
Closing remarks and summary of the day
Drinks reception and networking
End of event
Head of corporate access origination and research
Point72 Asset Management
Grant Bartucci leads Point72’s corporate access origination function. In this role Mr. Bartucci is responsible for the Firm’s corporate access origination program, including establishing the Firm’s external branding message, relationship development and partnering with the corporate community, and organizing meetings between Point72 investment professionals and corporate management teams.
Prior to joining the Firm, Mr. Bartucci worked as an associate for The Goldman Sachs Group and a manager at Ernst & Young.
Mr. Bartucci earned both his Bachelor of Business Administration and Master of Science in Accountancy from the University of Notre Dame, Mendoza College of Business. He currently is a CFA Charterholder, Certified Fraud Examiner, and Certified Public Accountant.
Vice president of investor relations
Debbie Belevan is the head of investor relations for Duolingo, the world’s leading mobile learning platform, where she joined before their IPO in 2021. Prior to this, she served as the SVP of Investor Relations for Virtu Financial since 2019. Earlier, she led investor relations for Hudson Group and Party City where she participated in both companies’ IPOs. Before this, Debbie was the Director of Investor Relations at Interactive Brokers from 2008-2015, then a $20B+ market cap electronic brokerage firm, where she also served as an Institutional Sales Representative, targeting hedge fund and financial advisors. Prior to this she headed the Accounting & Financial Analysis Practice at Gerson Lerman Group, a global marketplace for expertise, and earlier, she served as the Manager of Investor Relations for Meridian Gold, a gold producer with mining operations primarily in South America. She holds an MBA, IRC and is a Certified Public Accountant and started her career at Ernst & Young.
COO and CFO
Erik Carlson is chief operating officer and chief financial officer at Notified, a technology partner for investor relations, public relations, and marketing professionals. He brings over 10 years of M&A, strategic finance, and business transformation experience across private equity portfolio companies in technology, media, pharmaceuticals and consumer products. Prior to Notified, he was senior vice president of M&A integration at Intrado and director of M&A and strategy advisory at PwC.
Anthony Mark Garcia
Senior director of investment stewardship
Nuveen Responsible Investing
Anthony is a Director with the Responsible Investing (RI) team at Nuveen, the investment management arm of TIAA.
Nuveen’s Responsible Investing team is responsible for creating a firm-wide holistic RI vision, executing a unified framework across Nuveen’s multi-affiliate structure, and expanding strategic business relationships across the firm. Nuveen’s RI framework establishes the firm’s overall RI philosophy as well as guidelines for incorporating RI disciplines in investment decisions and new product development.
Anthony’s responsibilities include leading the engagement efforts across Nuveen, including for its largest affiliate TIAA Investments, by working directly with companies to discuss important ESG issues and developing standards for proxy voting.
Prior to joining Nuveen, Anthony worked as a policy advisor to institutional investors at Institutional Shareholder Services. His other professional experiences include a variety of financial and legal research positions.
He received a JD from Vanderbilt University and a BA in Economics from Hamilton College.
Chief financial officer
Timothy Gray joined the Company as Chief Financial Officer in June 2014. From November 2011 to May 2013, Tim served as Senior Vice President and Chief Financial Officer of MedImmune, Inc., and then served as Senior Vice President of Finance for MedImmune’s Specialty Care Group until November 2013.
Tim also served in various other finance roles at MedImmune since April 2008. Prior to joining MedImmune, Tim served in finance positions at AOL and Nextel and started his career at Deloitte & Touche LLP. He is also a member of the Audit Committee of the Children’s Inn at the National Institutes of Health. Tim earned a BBA in Accounting from the University of Notre Dame and is a certified public accountant.
Chief business strategy officer
Sylvie Harton is currently the Chief Business Strategy Officer at LUMI Global where she leads LUMI’s future growth strategy. Prior to her role at LUMI Sylvie was SVP, Strategy & Global head of IR and PR solutions at Notified where she led M&A, strategic partnerships, and P&L for its global IR and PR solutions business.
She draws on 25 years of executive leadership and expertise in organic, inorganic expansion, and turnaround situations with global scope and credibility in IR solutions, PR solutions, ESG & sustainability. She brings a win-win approach to strategic partnership and alliances negotiation. Sylvie is a passionate advocate of bringing the client to the table when making strategic business decisions and a firm believer that strategy is the anchor for sustainable corporate performance that benefits the marketplace, workplace, and the global community. Prior to LUMI, Sylvie held various executive positions with Nasdaq and Marketwired, where she spent a decade growing the organization to its successful exit to Nasdaq. Sylvie is a recent graduate of The Wharton School and the University of New Haven EMBA program. She holds a Law and Finance degree from Université de Montréal and Concordia University in Canada.
Vice president of investor relations
Mark spent 13 years on the sell side; nine years in equity research at Merrill Lynch, Morgan Stanley and UBS and four years in corporate access at Credit Suisse. Mark transitioned to Investor Relations at Gilead Sciences where he was Senior Director for two years. In 2018, Mark moved to Lantheus where he is Vice President, Investor Relations. Mark earned his MBA from Northwestern University’s Kellogg School of Management and his B.S. from Albright College.
Managing director, Washington research group
Chris Krueger joined Cowen Washington Research Group in August 2016 as the Washington Strategist. Mr. Krueger and the Cowen Washington Research Group were recently named #2 in the Institutional Investor Washington Strategy category, where he had been consistently ranked for the past decade along with WRG. Mr. Krueger publishes the DC Download, a must-read daily for Wall Street portfolio managers who want a quick look at the top Washington stories and their impact on the capital markets. Mr. Krueger covers DC macro, fiscal, tax and trade policy.
He held similar positions at Guggenheim Securities, MF Global, Concept Capital, and Potomac Research Group. Earlier he worked for nearly four years on the senior staff of the House of Representatives. He has also worked on several local, state, and federal political campaigns across the country.
Mr. Krueger holds a BA from the University of Vermont and an MA in international relations from King’s College London. He appears frequently on CNBC and Bloomberg and is widely quoted in The Wall Street Journal, FT, Axios, New York Times, Washington Post, and POLITICO. He also speaks regularly at industry events and conferences, including the Milken Institute Global Conference, National Organization of Investment Professionals, and the New York Stock Exchange.
Material prepared by the Cowen Washington Research Group is intended as commentary on political, economic, or market conditions and is not intended as a research report as defined by applicable regulation.
VP of IR
Gregg Lampf’s more than 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 a top IR Professional in Institutional Investor (II)’s surveys across most of 2014 to 2023 as well as a member of the All-America Executive Team. His most recent II recognitions were a clean sweep in his sector.
He enjoys sharing his experiences through a variety of means including periodically authoring NIRI IRUpdate articles, participating in webinars, speaking to university business students about the IR profession as well as volunteering as Vice Chairman for the Howard County, Maryland Public Schools Applications and Research Lab Academy of Finance.
VP of finance and CFO of Americas
Matt Latino is the VP, Finance and segment CFO of Americas, Applied Water Systems and Measurement & Control Solutions at Xylem. He is responsible for the oversight and execution of the financial performance of approximately $3.5 billion in annual revenue across the Americas region and two global segments as well as business partnership and achievement of key strategic initiatives in the business. He also founded and leads Xylem’s Finance Leadership Development Program (FLDP), a leadership rotation program in finance for recent college graduates.
Mr. Latino previously served as Vice President of Investor Relations at Xylem and led the program until May 2022. He and the Xylem Investor Relations program were named to the Institutional Investor All-America teams in 2019 and 2020, including the top award for ‘Most Honored Company’ in 2020 in the Electrical Equipment & Multi-Industry sector. He was also a finalist for the 2020 IR Magazine ‘Rising Star’ award.
Mr. Latino joined Xylem in 2012 as Manager, Financial Reporting. He was named Manager, Investor Relations in 2015, and was promoted to lead the Investor Relations program in February 2017. Prior to joining Xylem, he worked in the Audit Practice at Deloitte & Touche LLP where he helped to complete the Spin-Off of Xylem from ITT Corporation.
Mr. Latino earned a Bachelor of Science degree from the State University of New York College at Oneonta in Professional Accounting. He is a member of the NIRI Connecticut/Westchester Board of Directors and resides in White Plains, NY.
Senior director, capital markets intelligence group
Tom Margadonna is the Senior Director of the Capital Markets Intelligence Group at Morrow Sodali. Tom is a senior-level executive with extensive knowledge of corporate transactions and over 25 years of experience in stock surveillance and market oversight. His professional background includes working on several M&A transactions, tender/exchange offers, and proxy contests for some of the largest publicly traded corporations. During his career, he served as Vice President at Thomson Reuters for over ten years, overseeing and managing a Corporate Advisory team responsible for providing consultation to over 200 corporate clients. Prior to joining Morrow Sodali, he worked for D.F. King where he successfully launched and grew the Shareholder Management division. At Morrow Sodali, Tom is a senior leader in the Capital Markets Intelligence Group and is responsible for ensuring the highest levels of corporate consulting and advisory for stock surveillance, investor relations, corporate governance, and shareholder activism. Tom has a B.S. in Business Management from the College of Business Administration at St. John’s University in New York.
Cramer Rosenthal McGlynn
Thaddeus Pollock is the Head of Sustainability and Partner/Portfolio Manager for the Mid-Cap Value and Small-Mid Cap Value Portfolios at Cramer Rosenthal McGlynn, a fundamental research-driven investment firm focused on identifying under-appreciated value in small and mid-capitalization equities since 1973. The Mid Cap Value (CRMMX) and Small-Mid Cap Value (CRIAX) funds rank top quartile versus peers over his management tenure, with recognition from The Wall Street Journal and Lipper Leaders. As one of the firm’s principal investors, he has led investing and constructivist efforts for the last two decades, focusing on Healthcare, Industrials, Consumer Staples and Business Services sectors. Over his institutional investing career, he has evaluated over 1000 US public company leadership teams. The firm’s clients include corporate and public pension plans, endowments and foundations, hospitals and religious organizations and multi-employer funds, private banks, sub-advisory, and individuals and family trusts.
Thad also leads the firm’s sustainable investing and ESG efforts, including engagement with new and existing portfolio investments and as a Principles for Responsible Investment (PRI) signatory. Before Cramer Rosenthal, he worked in the Corporate Finance and M&A groups at Lehman Brothers, co-leading the Yale University recruiting and new analyst training programs. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations. He also holds FSA Credential from the Sustainable Accounting Standards Board and is a CFA Society of New York member. He has also served as Chairman of Tribeca Management SRL, a sustainable multi-family real estate company focused in high growth emerging markets and a strategic advisor to other non-profit foundations, private companies and venture capital firms. Thad attended Yale University with a Bachelor of Science in Molecular Biochemistry and Biophysics and was the Yale Lightweight Crew team captain.
Tierney Saccavino-Payne is currently IRO at Acorda and also president of TSP Communications. Until 2021, she was the Executive Vice President of Investor Relations and Corporate Affairs at Acorda Therapeutics, a biotechnology company developing therapies for people living with neurological diseases. Ms. Saccavino-Payne served as a member of Acorda’s executive management team and was responsible for the Company’s investor relations, corporate communications, media relations, thought leadership, philanthropic giving and consumer / advocacy outreach. She held various roles of increasing seniority at Acorda since 1998.
Before joining Acorda Ms. Saccavino-Payne had over 10 years’ experience in public relations, marketing, and corporate communications. She was the Manager of Corporate Relations at Adventis, a Boston-based management consulting firm. In that capacity, she was responsible for public relations, corporate promotions, and executive education programs. Previously, she worked in a variety of positions at Fidelity Investments.
Ms. Saccavino-Payne serves on the leadership team at NeuroNetworks Fund, a non-profit venture capital fund. She was named one of Westchester’s Top Women Executives by Westchester Magazine and attended the University of Connecticut in Storrs, Connecticut.
EVP, head of investor relations
Bio coming soon
Vice president of IR
Ian Selig is an investor relations and business development professional with a proven record for effectively planning, executing and communicating broad strategic direction. Ian currently serves as the Vice President of Investor Relations for Safehold Inc. (NYSE: SAFE). Mr. Selig has extensive managerial and executive experience in both financial and global consumer products organizations with expertise integrating finance, communication, marketing, securities law and compliance. Mr. Selig is a graduate of Skidmore College.
Director of capital market strategy
Ryall Stroud joined Irwin from RBC Capital Markets’ Equity Research department in Toronto, where he spent close to four years covering Canadian and US publicly-listed companies in the industrials sector. While at RBC, Ryall supported the #1 ranked Canadian Industrials analyst covering over ten companies across North America and had primary coverage/lead analyst responsibilities for Exchange Income Corporation (TSX: EIF). Ryall has direct experience in M&A, equity research, and private and public company valuation. He holds a Master’s of Business Administration degree from Dalhousie University and a Bachelor’s degree in Biology from Queen’s University.
Senior conference producer
Laurence Taylor is a senior conference producer at IR Magazine and Corporate Secretary. In his current role, he researches and curates industry-leading conferences in investor relations and corporate governance. Prior to joining IR Magazine, Laurence worked as a Senior Conference Producer at Westminster Insight and Fast Markets. Laurence holds a BA in English Literature from the Queen Mary University of London.
Laurence is learning to speak fluent Japanese and French in his spare time.
Deputy head of global research
Lisa Thomas is a managing director and associate director of research at Cowen and Company. She joined Cowen in 2016 from Nomura, where she was COO and Associate Director of Research, serving as a founding member of the senior research management team responsible for establishing and rapidly growing the firm’s U.S. business beginning in 2010. Prior to joining Nomura, Ms. Thomas was a managing director and associate director of equity research at Bank of America Merrill Lynch, where she had earlier been assistant general counsel for the firm’s equity and fixed income research businesses. Ms. Thomas began her career as an M&A and securities attorney in private practice with the law firms of Shearman & Sterling and Covington & Burling, working on a diverse range of significant international mergers, public and private financings, and regulatory investigations. She holds an MBA from Columbia University’s Graduate School of Business and an LLB (JD) from McGill University.
Head of event content
Steve Wade is a content researcher and conference producer at IR Magazine where he is responsible for crowd-sourcing intelligence on the big global issues facing investor relations. Steve also creates events where the IROs and the wider financial community can discuss, debate and learn about ways to develop the IR function.
Prior to IR Magazine, Steven’s background has been in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium, an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank and the Polish Ministry of Finance.
Steve has a degree in Event Management and enjoys playing rugby in his spare time.
Head of corporate access origination
James Wong is Head of Corporate Access Origination at Millennium Management, where he is responsible for corporate relationship development and directly connecting Millennium investment professionals and company management teams. Prior to joining Millennium, James held senior roles on the corporate access teams at UBS and at Raymond James where he advised and collaborated with investor relations professionals. James began his career in investment banking at Bear Stearns focusing on public and private equity financings for Asian, European and Latin American companies. James is a graduate of St. John’s University and is based in New York City.
"I liked the topics and the layout between listening to speakers, which led to the roundtable discussions"
"Well run, interesting panels"
"This is the event of the year - a must have and not to miss! I never miss this event!"
"A great use of my time in terms of staying current with trends in IR and an exceptional networking event"
"This event is a great balance of content, discussion and networking"
"Content was right on the mark and appreciate the opportunity to attend. Perfect amount of time, excellent content and speakers and the location was great"
"Great event for networking and best practices"
"A well run event with a relaxed atmosphere conducive to sharing ideas and networking"
"Always tough to get out of the office for a day of training but this event is well worth it!"
Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.
Below is a sample list of attendees who have joined our think tank in the past:
|Job title||Company||Job title||Company|
|Director, IR||Vuzix||Senior vice president, IR||Comcast|
|Director, IR||General Electric||Senior vice president, IR||Coty|
|Director, IR||Flushing Financial||Senior vice president, IR||Estee Lauder|
|Director, IR||ORIX Corporation||Senior vice president, IR||CVS Health|
|Director, IR||Jushi Holdings||Vice president||Hannon Armstrong|
|Senior director, head of IR||Lantheus Holdings||Vice president, head of IR||Starbucks|
|Senior director, IR||Becton Dickinson||Vice president, IR||Ingersoll Rand|
|Senior director, IR & corporate communications||TCR2 Therapeutics||Vice president, IR||Quotient Technology|
|Senior vice president, director of IR||Chubb||Vice president, IR||Roku|
|Senior vice president, head of IR & treasury||Nielsen||Vice president, IR||Campbell|
|Senior vice president, IR||SmartRent||Vice president, IR||WW International|
|Senior vice president, IR||CACI||Vice president, IR||Ciena|
Why partner with us?
Our events provide a unique opportunity to get in front of some of the most influential people in the IR community globally. As a partner, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with industry excellence and network with key decision makers from across the region.
Being a partner will provide:
We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Think Tank – East Coast. Get in touch with Ian Richman or call on +1 212 430 6865.
Inquire about partnership
In association with
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.
With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. For more information please visit www.cowen.com.
Build, innovate, and grow your business with Irwin, the only investor relations platform designed with automation and reduced time-to-insight at its core. Irwin unlocks and enhances investor and shareholder relationships for your business—for various use cases, market caps, and industries—whether you have an established IR program or are just getting started.
At Irwin, we’re building a better way to manage investor relations. Legacy tools and companies in capital markets often grow stagnant, and the capacity to innovate wanes over time. This has left the majority of IR teams with two to five inefficient tools to manage their program and workflows—over time; we hope to reduce that to one. Our full-service tool suite includes powerful investor targeting, comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), timely research, estimates, and transcripts, and IR website intelligence.
To learn more, please visit www.getirwin.com.
Lumi is the dominant player globally in the provision of software and real-time audience engagement technology to facilitate Annual General and Investor Relations meetings for Companies (whether listed or non-listed), Associations, Legislative Bodies, Membership Organizations, and Partnerships. Based on proprietary, patented technology, Lumi provides software, hardware, and services that assist registrars, Investor Relations Officers, or event organizers to register delegates and provide live, secure polling, Q&A management services, and relevant reporting.
Lumi has offices in 12 countries across Europe, APAC, The Middle East, Africa, and the Americas.
Lumi’s platform not only provides efficient and secure solutions for annual or quarterly meetings but also supports companies in their efforts to reduce their carbon footprint. With the rise of ESG concerns, many companies are seeking ways to minimize their environmental impact, and Lumi’s platform provides a viable solution. By facilitating virtual attendance for stakeholders and shareholders, Lumi enables companies to reduce travel-related emissions and paper usage. This not only reduces the environmental impact of meetings but also provides a cost-effective and convenient solution for attendees who may not be able to travel to the meeting location. By leveraging Lumi’s platform, companies can demonstrate their commitment to ESG principles while enhancing engagement with their stakeholders.
For more information, visit: https://www.lumiglobal.com/investor-relations
Morrow Sodali is the leading global consultancy specializing in shareholder services, corporate governance, proxy solicitation and capital markets transactions. The firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including: mergers and acquisitions, annual general and extraordinary shareholder meetings, dissident and contested campaigns, shareholder activist initiatives and multinational cross-border equity and debt transactions.
From headquarters in New York and London and nine offices in major capital markets, Morrow Sodali serves more than 700 corporate clients in 40 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include mutual funds, stock exchanges, membership associations and activist investors.
For more information, visit morrowsodali.com
Notified is the world’s only communications cloud for events, public relations, and investor relations to drive meaningful insights and outcomes. Notified IR Cloud lets you manage stakeholder communications and regulatory requirements to maximize shareholder value. Tell your investment story with high-impact, multi-channel solutions – earnings announcements, press releases, webcasting, virtual events, and IR websites. Visit Notified.com to learn more.
Point72 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. For more information, visit www.Point72.com/about.
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
The Virtual Chapter is the second largest chapter in the NIRI ecosystem, with over 230 members representing 160+ publicly traded companies from a wide range of professional experiences, industries, geographies and market caps. The Virtual Chapter has been providing online educational, professional development and networking opportunities for its members and the broader IR community for more than 16 years, and is the only NIRI chapter to offer CPE credits in addition to IRC PDUs. For more information, please contact [email protected].
Register your interest for the 2024 think tank by filling in the form at the link below. You will be the first to receive important updates about the event and details about how to request an invite.
If you have any questions, please contact Thomas Williams at [email protected] or call +44 208 090 2156.
IR Magazine are long-term supporters of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.
Thank you to those who were able to bring along any of the items outlined in the list below, to be donated to those in need through the Coalition.
For further information about their work, please visit coalitionforthehomeless.org
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