TD Offices, New York
The IR Magazine Think Tank – East Coast will take place on Thursday, May 23 in New York and is an invitation-only event exclusively for senior IR officers. Our thinks tanks are free to attend and our unique format enables 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.
Holders of the NIRI IRC® certification can earn up to 4 professional development units (PDUs) per day. IRC-certified speakers may also earn PDUs. For more information about the Investor Relations Charter (IRC)®, please visit www.niri.org/certification.
Click here to see the 2024 agenda as a PDF
All times displayed are in Eastern Time (ET)
08:45 AM
Registration, refreshments and networking
09:25 AM
Welcome to the IR Magazine Think Tank
Steven Wade, head of content, IR Magazine
09:30 AM
IR in uncertain economic and political times
An estimated 49% of the global population will be heading to the voting booths in 2024, international conflict and geopolitical tensions are impacting markets and businesses, and the global economy remains uncertain.
These global events impact businesses, their operations, and domestic and international investors.
Although IR can’t alter the external environment, in our opening session we explore how teams can respond to investor concerns around country, sector, or company risks and how to adapt to changes in investment flows.
Moderator: Steven Wade, head of content, IR Magazine
Aimee Remey, vice president US, investor relations, Entain
10:00 AM
Artificial intelligence: Real-life use cases for IR
Go beyond the theoretical in this IR-specific and enlightening session around using artificial intelligence as part of your investor relations program.
As corporations adopt more sophisticated, enterprise-level AI tools, and confidence grows around their ability to enhance efficiency in activities, we look at some real-life examples of how IR teams utilize this powerful technology to add value to their IR program.
Moderator: Lauren McDonald, conference producer, IR Magazine
Erik Carlson, chief operating officer and chief financial officer, Notified
Matt Humphries, vice president, investor relations & global corporate communications, Blackline
10:30 AM
Roundtables: How IR can adapt to emerging threats and opportunities
11:15 AM
Coffee break
11:45 AM
Earnings calls: Preparing management and analysts
Earnings calls are a time when IR is thrust into the spotlight, and any mistakes are magnified in the eyes of management and the investment community. A great deal of attention to detail and forward planning is required to prepare management teams and manage expectations with analysts.
However, with economic uncertainty and wider spreads in consensus, it can become more difficult to predict how analyst expectations, questions and reactions to your results. This in turn makes it increasingly difficult to prepare management teams for the earnings call.
This session will examine some nuances to expect in the next earnings season, and how best to manage consensus and prepare management teams in the lead up to your announcement.
Moderator: Lauren McDonald, conference producer, IR Magazine
Ally DeVoe, senior manager, investor relations, Boston Scientific Corporation
Keri Mattox, senior vice president, chief communications and administration officer, Zimmer Biomet
12:15 PM
Maximizing your time with management: New approaches to roadshow planning and corporate access
Investor engagement has significantly changed over recent years due to trends related to hybrid working, business travel and event attendance. It is now more challenging to fill roadshow schedules and enhance management’s time on the road.
This session discusses creative ways IR teams can adapt to a changing corporate access environment and facilitate quality in-person investor engagement.
Moderator: Steven Wade, Head of content, IR Magazine
Meg Dodge, vice president, investor relations and corporate communications, Rocket Pharma
Pravesh Khandelwal, vice president, head of investor relations, Embecta
12:45 PM
Roundtables: Improving investor engagement
13:30 PM
Lunch
14:30 PM
Scope 3, or not scope 3? What is happening with ESG reporting requirements
The global ESG regulatory landscape is constantly evolving, and regulations are becoming increasingly more complex and varied in their requirements.
The SEC Climate Disclosure Rule and Californian Climate Corporate Data Accountability Act will impact most US listed companies, and many North American corporations will be scoped into the European Commission’s Corporate Sustainability Reporting Directive. This means that companies need to understand the data collection and disclosure requirements they are subject to, carry out a gap analysis and revamp their ESG story.
In this session, we analyze the global climate disclosure landscape, discuss the timeline and intricacies of the rules, approach to materiality, scope 3 reporting and assurance demands and together we share examples of how companies can adapt to evolving expectations of companies and their ESG disclosures.
Moderator: Lauren McDonald, conference producer, IR Magazine
Prabh Banga, vice president of sustainability, Aecon Group
Shira Goldmann, senior manager, ESG, Verizon
15:00 PM
Q&A with investors and analysts: Get your questions answered!
In our final session, we ask the buyside to share their perspectives on the investment outlook, priorities for management teams and how investor relations activities can improve.
In a much-loved format, the audience are invited to ask questions directly to investment analysts and portfolio managers to get constructive feedback and insight from one of IR’s key stakeholders.
Moderator: Steven Wade, Head of content, IR Magazine
Rupal Bhansali, CEO, CIO and portfolio manager of international & global equity strategies, Double Duty Money Management
Ellen Carr, principal and high yield bond portfolio manager, Barksdale Investment Management
Thaddeus Pollock, executive vice president, head of value equity, head of sustainable investing, Mutual of America Capital Management
15:45 PM
Closing remarks, summary and action points
Moderator: Lauren McDonald, conference producer, IR Magazine
16:00 PM
Drinks reception and networking
17:00 PM
End of event
Pravesh Khandelwal
Vice president, head of investor relations
Embecta
Pravesh Khandelwal joined embecta as Vice President, Investor Relations in June 2022. He is for developing and leading the investor relations strategy for the company, including quarterly earnings calls, investor conferences and events, and communications strategy related to investor messaging.
Prior to joining embecta, Pravesh recently served as Sr. Director, Investor Relations and Corporate Responsibility, for Endo Pharmaceuticals, a specialty pharmaceutical company. Before joining Endo, Pravesh held positions of increasing responsibility in equity research and analysis. at firms like Deutsche Bank, Leerink, Bloomberg among others.
Pravesh earned a Bachelor’s degree in Electrical and Electronics Engineering from Pune University, India, and an MBA in Investment Management from Pace University – Lubin School of Business in New York. Pravesh lives in Jersey City with his wife and two young boys. When not at work, he loves to travel and explore new cultures, cuisine, and wine. Pravesh is based at embecta’s global headquarters in New Jersey.
Erik Carlson
Chief operating officer and chief financial officer
Notified
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.
Keri Mattox
Senior vice president, chief communications and administration officer
Zimmer Biomet
Keri P. Mattox was appointed Senior Vice President, Chief Communications and Administration Officer in May 2022, responsible for strategically integrating, aligning and driving investor relations, communications and philanthropy functions and activities, as well as environmental, social and governance (ESG) initiatives. She joined Zimmer Biomet in January 2020 as Senior Vice President, Investor Relations and Chief Communications Officer.
Prior to joining Zimmer Biomet, Ms. Mattox served as Global Lead, Integrated Corporate Communications at W2O Group (now Real Chemistry), an international healthcare-focused marketing and communications firm. There she was responsible for strategically shaping and expanding the firm’s global corporate communications, investor relations, crisis communications, M&A, board engagement and corporate social responsibility/foundation capabilities and offering.
Prior to W2O, Ms. Mattox was Vice President, Corporate & Investor Relations at AmerisourceBergen, a healthcare company ranked #10 on the Fortune 500. She also held executive leadership team level positions at Endo International and Auxilium Pharmaceuticals and spent more than 10 years at communications agencies in leadership positions. Earlier in her career, Ms. Mattox was a reporter with Hearst Newspapers. She holds a B.A. from Boston University and an M.A. in Journalism from the University of Maryland.
Shira Goldmann
Senior manager, ESG
Verizon
Shira Goldmann leads Verizon’s voluntary ESG reporting, managing the company’s public disclosures and internal climate integration strategy. Before joining Verizon, she led educational and membership programming at the Sustainability Accounting Standards Board (SASB), now part of the IFRS Foundation. Shira is based in Brooklyn, NY.
Ellen Carr
Principal and high yield bond portfolio manager
Barksdale Investment Management
Ellen Carr is a principal and high yield bond portfolio manager at Barksdale Investment
Management (BIM), a majority women-owned investment management firm focused on
investment grade and high yield fixed income. Prior to joining BIM in 2013, Ellen spent 11 years
at The Capital Group as a leveraged credit analyst and portfolio manager.
Ellen is also an adjunct professor of finance at Columbia Business School, where she teaches
courses on the credit cycle, investment grade and high yield bonds, and cash flow forecasting.
She is a regular contributor to the Financial Times, the co-author of a book on women in
investment management, Undiversified: The Big Gender Short in Investment Management
(published in 2021 by Columbia University Press), and the editor of The Credit Investor’s
Handbook (published in January 2024 by Wiley).
Ellen is a trustee of the National Public Radio Foundation, as well as a board member of the
Community Foundation of Western North Carolina and the UNC Asheville Foundation. She
chairs the investment committee for both of these organizations. Ellen also manages a family
foundation (carrfamilyfoundation.org) which awards college scholarships in rural communities.
Ellen has an MBA from the Kellogg Graduate School of Management at Northwestern University
and a B.A. from Harvard, where she graduated magna cum laude and Phi Beta Kappa.
Ellen splits her time among Asheville, rural Tennessee, and New York. She has one son, one cat,
and two dogs
Ally DeVoe
Senior manager, investor relations
Boston Scientific Corporation
Ally DeVoe is Senior Manager, Investor Relations, at Boston Scientific Corporation and has served in that role since September 2021. Ally has 10 years of experience at Boston Scientific, holding a variety of roles with increasing responsibility across the finance function. Previous roles include Corporate Tax, Corporate Financial Planning and Analysis, and Franchise Controller of the Stone Management and Prostate Health franchises within the Urology business unit.
Ally earned her B.S. in Corporate Finance and Accounting and her MBA from Bentley University. She and her husband live in Boston, MA with their dog, Bentley.
Prabh Banga
Vice president of sustainability
Aecon Group
Prabh is the Vice-President of Sustainability with Aecon Group Inc., where she leads the development and delivery of Aecon’s sustainability strategy. Furthering the company’s ESG strategy, Prabh is responsible for identifying and implementing solutions to advance energy transition projects and operationalize sustainability. Prabh co-hosts a sustainability podcast, called Road to Net-Zero, which focuses on topics related to the decarbonization of the construction industry. She is also a part-time professor at Seneca College and Guest Lecturer at University of Toronto, teaching corporate sustainability.
Prior to joining Aecon, Prabh was the Associate Director, Strategy & Sustainability at Toronto Pearson International Airport, where she was ranked Top 40 under 40 in North America by Airport Business for integrating sustainability as a value driver into airport operations and management. She was also ranked Top 20 under 40 by Wings Magazine for influencing Canadian Aviation.
Prabh has a Master of Resource and Environmental Management and undergraduate degree in Environmental Studies. Prabh is currently serving as the North American representative on the Global Reporting Initiative (GRI) Stakeholder Council and serves on the Board of Family Services of Peel and Halton Environmental Network.
Matt Humphries
Vice president, investor relations & global corporate communications
Blackline
Matt leads the Investor Relations and Global Corporate Communications teams for BlackLine, a leading digital finance transformation software provider for the Office of the CFO.
Matt joined BlackLine in 2022 and has more than 10 years of buyside and investors relations experience, most recently as SVP, Investor Relations at Paya Holdings, where he was responsible for investor relations for helping to launch the IR program at a new public company. Previously, he was head of Investor Relations at Manhattan Associates, where he was the first IRO for a longstanding public company. He also was charged with leading the investor relations efforts at WellCare Health Plans.
Prior to his investor relations career, Matt was an equity research analyst for USAA Asset Management, covering a wide range of sectors, including consumer staples, energy, healthcare, metals & mining and technology. He also served in the United States Marine Corps as an F/A-18 aviator for 10 years.
Matt holds a Bachelor of Arts in Economics from the University of Florida and an MBA from Mississippi State University. He is also a CFA Charterholder.
Rupal Bhansali
CEO, CIO and portfolio manager of international & global equity strategies
Double Duty Money Management
Rupal Bhansali is the CEO, CIO and Portfolio Manager of international & global equity strategies at Double Duty Money Management, LLC, headquartered in New York. She is a rare woman of color to have broken through the glass ceiling on Wall Street and from 2001 to 2023 was among the 2% of female portfolio managers to solely manage a mutual fund in the US. She is also the author of a book called “Non-Consensus Investing” which describes her unconventional approach to investing.
Previously, she worked at Ariel Investments for 12 years, at MacKay Shields for 10 years & at Oppenheimer Capital for 5 years, in senior leadership & portfolio management roles. She started out on the buy-side as a research analyst at the hedge fund, Soros.
From 2020 to 2023, she was featured in Barron’s “100 Most Influential Women in US Finance” list and from 2019 to 2023 she served as a member of their prestigious Investment Round-table, which features “10 of Wall Street’s smartest investors”. In 2021 CNBC called her a “Legendary Contrarian”, in 2017, PBS’s Wealth Track described her as an “Unconventional Thinker”, in 2015, Barron’s recognized her as a “Global Contrarian,” and in 2009, Forbes International Investment Report named her a “Global Guru,”. She is a frequent guest on Bloomberg, CNBC, Yahoo Finance & Fox Business News, & a sought after speaker at conferences hosted by the CFA Institute, Morningstar & Schwab.
Meg Dodge
Vice president, investor relations and corporate communications
Rocket Pharma
Ms. Dodge is Head of Investor Relations and Corporate Communications at Rocket Pharma, a rare and devastating disease company seeking gene therapy cures. Previously, Ms. Dodge led Investor Relations and Communications at Krystal Biotech which received and launched the first-ever FDA-approved redosable gene therapy for a rare and life-threatening dermatological disease. Prior to her efforts in rare disease, Ms. Dodge led corporate strategy and development for two private biotechnology companies. Ms. Dodge began her career at Goldman Sachs, serving a number of roles before transitioning into the biotech industry. She holds a bachelor’s degree from Colby College, a J.D. from Syracuse University College of Law and an LLM from New York University Law School.
Thaddeus Pollock
Executive vice president, head of value equity, head of sustainable investing
Mutual of America Capital Management
Mr. Pollock has over 20 years of investment management experience. Prior to joining Mutual of America Capital Management in 2023, he spent 20 years at Cramer Rosenthal McGlynn, a value investment manager specializing in small to mid capitalization equities. Starting in 2003, he served as one of the firm’s principle investors first as a Senior Analyst with responsibility over US small- and mid-cap equity markets as well as new issues and international opportunities. In 2008 he was promoted to Vice President with coverage of Healthcare, Industrials, Consumer and Business Services sectors. He took on additional responsibilities managing equity portfolios in 2008, and was subsequently promoted to Portfolio Manager managing the Mid-Cap Value strategy and the Small-Mid Cap Value strategy. Over his tenure, the Mid Cap and Small-Mid Cap Value funds ranked in the top quartile or better versus peers, with recognition from The Wall Street Journal and Lipper. He also headed the firm’s sustainable investing efforts, including active engagement with portfolio investments.
Prior to Cramer Rosenthal, he worked in corporate finance and M&A at Lehman Brothers. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations. He also holds the FSA Credential from the Sustainable Accounting Standards Board and is a member of the CFA Society of New York. In addition, he served in board and advisory roles for non-profit foundations, private companies and venture capital groups as well as a panel judge of Accelerate Yale venture competitions. Mr. Pollock is a 2000 graduate of Yale University with a BS in Molecular Biochemistry and Biophysics.
Steve Wade
Head of content
IR Magazine
Steve Wade is head of content for IR Magazine and Corporate Secretary. In his role, Steve and his team are responsible for researching and producing insightful content that helps the investor relations and governance communities stay up-to-date on the latest trends and best practices in their fields.
Steve curates content across multiple platforms, including conferences, workshops, think tanks, podcasts, best practice guides, videos and websites. Steve guides editorial coverage and research to ensure they fulfill the needs of our communities and is responsible for hosting our conferences and presenting research at industry events.
Prior to joining IR Magazine and Corporate Secretary, Steve’s experience has been in ESG and sustainability research, producing conferences for Ethical Corporation (now Reuters Events.) During this time, Steve was a judge for the Deloitte Green Frog Awards and presented research at the Global Sustainable Events Summit and United Nations Global Compact, World Bank & Polish Ministry of Finance events.
Lauren McDonald
Conference producer
IR Magazine
Lauren McDonald is a conference producer at IR Magazine and Governance Intelligence. She brings a wealth of experience from her past roles in campaign organising for The Labour Party in Leeds and Tower Hamlets.
Lauren holds a Masters degree in the History of Race & Resistance and a Bachelors degree in American History & Politics, both from prestigious universities. She uses her expertise and knowledge to inform her current work and ensure high quality outcomes.
In her free time, Lauren is actively involved in a number of charitable causes. She has volunteered with the Girl Guides, the Los Angeles LGBT Centre, and regularly donates her time to political campaigns in and around London.
In her role as conference producer at IR Magazine and Governance Intelligence, Lauren is passionate about providing the best experience to all stakeholders and ensuring all events she produces are of the highest quality.
Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.
Below is a sample list of our past attendees:
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 |
We will be hosting this years event at:
TD Offices
20th floor, 1 Vanderbilt Avenue
New York, NY 10017
Directions
For transport options and directions to the venue, please click here.
Accommodation
IR Magazine have arranged preferential rates for attendees at nearby hotels. View the hotels and rates by clicking here.
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.
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.
Partners
Notified makes it easy for brands to create and share powerful stories with the world. Our suite of world-class, award-winning solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.
Notified’s solutions help businesses effectively share and amplify their stories to customers, investors, employees, and the media. From press release distribution via GlobeNewswire to earnings calls, IR websites, social listening, media engagement tools, webinars and virtual events, Notified has you covered.
Learn more at www.notified.com or follow us on LinkedIn, Twitter, or our Blog.
OpenExchange is chosen by the most demanding industries in the world as their virtual communications partner. We make virtual and hybrid meetings & events work, regardless of technology, complexity, location, or time of day. Our global team of skilled professionals, combined with advanced technology and fastidious planning results in unmatched satisfaction.
For more information, please visit www.openexchange.com.
Visible Alpha helps corporations of all sizes and geographies understand the market’s view of their companies. Our flagship product, Visible Alpha Insights, offers three levels of data: analyst data, company data and industry data. We capture the forecasts, assumptions and logic from full working sell-side models and integrate them into comparable views across analysts and across companies within an industry. Not only are the Income Statement, Balance Sheet and Cash Flow Statement standardized across all covering analysts, but Visible Alpha also creates detailed forecasts on all revenue drivers, growth metrics and supplemental data that analysts use to better understand the factors impacting company performance.
With robust charting, visualization and analytics tools, you can extract more valuable insights from analyst estimates and consensus forecasts, and instantly discover analyst outliers, identify trends, visualize analyst revisions and compare broker estimates. Use our pre-built comp tables to quantify and compare companies across your industry. This deep consensus data enables investor relations professionals to uncover and explore the market’s view of your company, competitors and suppliers at a level of granularity, timeliness and interactivity that has never before been possible.
For more information visit www.visiblealpha.com
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Taking place on the afternoon of the Think Tank, the IR Magazine Forum – Women in IR is back again by popular demand! The event is part of our global initiative to create a level playing field for excellence in the IR community.
Join us at the forum to hear from CFOs at public companies on expectations from IR and set DE&I goals for the IR community and learn from successful heads of IR about the various paths into IR, bridging the skills and pay gap.
You will be able to join mentoring sessions to receive tailored guidance on critical aspects of career progression and negotiation and have one-on-one meetings with fellow IR professionals to build your network. Visit our forum website to view details around what we will discuss and to book your seat.
This event is exclusively for senior corporate, in-house IR professionals. To register for this year’s event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed event information.
If you have any questions please contact Thomas Williams at [email protected] or +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.
We would be grateful if you are 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
For partnership inquiries
+1 212 430 6865
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+44 44 7802 623 633
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+44 208 090 2156