In-person event: etc.venues, 360 Madison Avenue, New York
The IR Magazine Think Tank – East Coast took place on Wednesday, May 18, 2022 in New York and was 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.
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.
Click here to view the PDF agenda
All times displayed are in Eastern Time (ET)
08:30 AM
Registration and networking
09:00 AM
Welcome to the think tank
Steve Wade, head of event content, IR Magazine
09:05 AM
Macroeconomic trends – Inflation, sanctions and supply-chain disruption
As economies worldwide emerge from the pandemic, we are starting to enter a period of uncertainty and recovery. With the recent invasion of Ukraine, upcoming mid-term elections and disruption to global supply chains, investors and IROs are looking for guidance on what is coming next. In this panel, we will explore the following subjects:
Moderator: Steve Wade, head of event content, IR Magazine
Ohsung Kwon, vice president, US equity strategy, Bank of America Merrill Lynch
Parker Ross, global chief economist, Arch Capital
09:35 AM
Assessing the legacy of the pandemic on shareholder activism and M&A
As the dust from Covid-19 settles, we now look to the longer-term impacts of the pandemic on M&A activity and shareholder activism. We will explore what has changed, what is expected, and how IR teams should prepare during this session.
Moderator: Tim Human, senior reporter, IR Magazine
Kai Liekefett, partner, Sidley Austin
Michael Verrechia, managing director, M&A and activism, Morrow Sodali
10:05 AM
Roundtables: Navigating inflationary environments post-pandemic
10:35 AM
Morning coffee break
10:45 AM
The best way to measure and report your company’s ESG performance
With the SEC increasing the pressure on how public companies disclose ESG information, IR teams need to be prepared to deal with the transition from voluntary to mandatory reporting. This session will discuss the direction the SEC is taking regarding ESG and how other companies are managing the ongoing integration of financial and ‘non-financial’ disclosures.
Moderator: Steve Wade, head of event content, IR Magazine
Nick Belfanti, product specialist, Sentieo
Jaymin Desai, director of strategy, Planetly by Onetrust
11:15 AM
Company purpose and culture in the age of ESG
Staying compliant with mandatory reporting rules is critical, but given the rapid evolution of ESG, it is just as important to encourage long term ESG thinking. This panel will look at how to prioritize ESG activities, tie together different parts of the business into a succinct ESG story and go beyond a culture of compliance to a culture of best practice. Topics include:
Moderator: Tim Human, senior reporter, IR Magazine
Andrew Ciafardini, chief sustainability officer, FIS Global
Varsha Doshi, regional ESG senior manager, S&P Global Market Intelligence
Christina Wong, director, ESG integration, BlackRock
11:45 AM
Roundtables: Turning long-term ESG visions into action
12:15 PM
Lunch break
13:15 PM
Corporate access trends – Reaching the right people in the right way
The sudden transition to online working had a considerable effect on how the sell-side and buy-side operate, but it also helped catalyze existing trends. In this session, our panellists will reflect on the impact (both positive and negative) the pandemic has had on corporate access and how best to target and engage with investors. We will cover:
Moderator: Tim Human, senior reporter, IR Magazine
Elizabeth Librizzi, SVP head of corporate access and advisory services, Alliance Bernstein
Caspar Tudor, director, head of investor relations, Waters Corporation
David Whyte, CEO and co-founder, Irwin
13:45 PM
Running successful hybrid events – Tools, technology and best practice
With the appetite for in-person events returning, there is a real opportunity to combine the efficiency of remote working with the richness of face-to-face meetings. This panel will look at:
Moderator: Steve Wade, head of event content, IR Magazine
Rich Babineau, director of issuer solutions, Mediant
Lynn Antipas Tyson, executive director of IR, Ford Motor Company
14:15 PM
Roundtables: Practical insights on engaging with investors in a hybrid world
14:45 PM
Elevated expectations: How management teams and boards of directors have raised the bar for IROs
Smooch Repovich Rosenberg, chief talent solutions innovator, SmoochUnplugged
15:00 PM
Adapting to new normal: the evolving role of the IRO
The perception of IR has changed considerably throughout the past few years, and so has the IRO’s role. With an increasing number of IROs joining from the sell side, companies are starting to emphasize strategic thinking, broad technical knowledge and a keen understanding of how financial markets work. Here we will discuss:
Moderator: Tim Human, senior reporter, IR Magazine
Travis Lan, SVP, corporate finance and business development, Valley National Bank
Jill Slattery, SVP and head of IR, Hilton
Steve Winoker, VP of investor relations, General Electric
15:30 PM
Roundtables: IR and beyond – Career development and upskilling strategies
16:00 PM
Buy-side panel: What do investors want from IR in a hybrid world?
During this open Q&A session, our panel of investors will address any concerns and questions you may have about the coming months. This is an opportunity to engage with a broad range of investors in a frank and open environment. Topics up for discussion include:
Moderator: Steve Wade, head of event content, IR Magazine
Kristen Lang, deputy director, ESG investing, Boston Trust Walden
Griffin Newman, portfolio manager, Point72 Asset Management
16:30 PM
Closing remarks and drinks reception
Steve Wade, head of event content, IR Magazine
To inquire about speaking at future think tanks, please contact [email protected] or call +44 20 8004 4818
Richard Babineau
Director of issuer solutions
Mediant
Rich Babineau is Director, Client Success and Business Development, Issuer Solutions for Mediant. Prior to joining the company, he worked at Georgeson LLC, where he designed and executed solicita¬tion strategies to support long-term corporate governance goals. He also worked at Broadridge Financial Solutions in mutual fund proxy solicitation services and managed REIT and other corporate issuer communi¬cations events. In addition, he held management roles at D.F. King & Co., John Hancock Signature Services and Putnam Investments. Mr. Babineau is an active member of industry-leading associations. He attended Northeastern University where he studied organizational leadership, is a graduate of the Securities Industry Institute, and holds a certificate from the Corporate Governance Bootcamp Program at New York University’s School of Law.
Nick Belfanti
Product specialist
Sentieo
Nick Belfanti is a Product Specialist at Sentieo where he helps large institutional investors realize the power of a financial intelligence platform built by analysts, for analysts. Prior to joining Sentieo, he spent his career in equity research, including as a generalist at the smallcap value hedge fund Edenbrook Capital where he joined as the first member of the investment team. Nick received a B.S. in Finance with a specialization in value investing from Fordham University. He currently serves as Chair of the Young Leadership Council at GO Project, an NYC-based education nonprofit focused on K-8 grade students.
Andrew Ciafardini
Chief sustainability officer
FIS
Andrew is the Chief Sustainability Officer and Head of Global Public Policy Officer leading the global Corporate & External Affairs function at FIS, which includes the company’s ESG/Sustainability, Regulatory Relations, Government Relations, Risk Client Relations and Risk Education & Awareness programs.
Jaymin Desai
Director of strategy
Planetly by OneTrust
Jaymin Desai serves as the Director of Strategy at Planetly by OneTrust — the category-defining enterprise platform to operationalize trust focusing on ESG. In his role, Desai is responsible for driving the development and delivery of OneTrust products as well as the refinement of the toolset and offerings. He works with clients to operationalize their ESG programs, centralize their data across business units, assess risks and opportunities, and streamline reporting. Desai takes a customer-based approach to product development and derives the majority of his backlog from customer feedback and direction.
Varsha Doshi
regional ESG senior manager
S&P Global Market Intelligence
Varsha Doshi is a Regional ESG Senior Manager at S&P Global Sustainable1. She is based in New York and is responsible for managing S&P Global’s ESG non-financial corporate relationships in the United States. She works with companies to help them quantify and assess their ESG performance, understand climate-related risks and opportunities across their operations, supply chains, integrate ESG data in their business strategies and communicate positive impacts.
Ohsung Kwon, CFA
Vice president, US equity strategist
Bank of America Merrill Lynch
Ohsung Kwon is a senior US Equity Strategist at Bank of America. The team is responsible for determining forecasts for the S&P 500 and other major U.S. indices, recommending U.S. sector allocations for equities, and developing and marketing the firm’s equity strategy to institutional and individual clients. He is in charge of the team’s earnings work and has been quoted in various financial news publications. He has a bachelor’s degree in Accounting from Purdue University and is a CFA charterholder.
Travis Lan
Senior vice president, corporate finance & business development
Valley National Bank
Travis Lan oversees a variety of Valley’s finance functions including investor relations, M&A, and FP&A. Travis joined Valley in 2020 from the investment banking department of Keefe, Bruyette & Woods where he specialized in M&A and capital advisory for community and regional banks in the Mid-Atlantic and Northeast. Prior to transitioning to investment banking in 2016, Travis spent ten years as an equity research analyst covering community and regional banks for Keefe, Bruyette & Woods, Stifel Nicolaus, and Ryan Beck & Co.
Travis Lan graduated from Bucknell University in 2006 with a degree in Accounting.
Kristen Lang
Deputy director of ESG investing
Boston Trust Walden
For over 15 years, Kristen has advanced sustainable business leadership, setting new environmental, social, and governance (ESG) standards and working with investors and companies across economic sectors to embrace ESG integration. As the Deputy Director of ESG Investing at Boston Trust Walden, Kristen works in close partnership with the Director of ESG Investing to achieve the firm’s objectives in ESG research, ESG integration, company engagement, proxy voting, and public policy advocacy. Kristen is a member of the ESG Research & Engagement Committee.
She led a team responsible for improving the performance of the more than sixty members of the Ceres Company Network to mitigate ESG risk, capitalize on sustainable business opportunities, and drive system-wide change. Kristen was also lead author of several Ceres publications, including the Ceres Roadmap 2030, a practical 10-year action plan to help companies strategically navigate and thrive in the accelerated transition to a more equitable, just, and sustainable economy.
Elizabeth Librizzi
SVP of corporate access and advisory services
AllianceBernstein
Experienced professional with a demonstrated history of working in various advisory roles within the banking industry. Skilled in Equity Research, Capital Markets, Corporate Communications & Investor Relations. Strategic thinker with a mindset for value creation.
Kai H. E. Liekefett
Partner & co-chair, shareholder activism & corporate defense practice
Sidley Austin
Kai Liekefett is a partner in New York and co-chairs Sidley’s Shareholder Activism practice. He has 20 years of experience in corporate law in New York, London, Germany, Hong Kong and Tokyo. He spends 100% of his time on activism campaigns, proxy fights and hostile takeovers. In the last five years, Kai has been involved in over 80 proxy contests, more than any other defense attorney in the world, and 25% of all U.S. proxy fights that went all the way. Under Kai’s leadership, Sidley rose to the top of the activism defense league tables, including the No. 1 ranking by Bloomberg, FactSet, Thomson Reuters (Refinitiv), and Activist Insight for 2020.
Griffin Newman
Portfolio Manager
Point72 Asset Management
Griffin Newman is a Portfolio Manager at Point72, specializing in Equities in the Industrials and Consumer sectors, based in New York.
Mr. Newman joined the Firm in 2015 as a Research Analyst covering Airlines, Aerospace and Defense, Transportation, and Cruise Lines prior to becoming a Portfolio Manager in 2019. Previously, Mr. Newman worked at Brigade Capital Management, a multi-strategy, multi-asset investment firm where he focused on high yield, distressed, structured credit, and leveraged equities in similar sectors. Prior to joining Brigade, Mr. Newman worked as an Investment Banker at Credit Suisse in the Financials Sponsors Group.
Mr. Newman earned his B.S.B.A in Finance and International Business from Georgetown University, Magna Cum Laude.
Smooch Repovich Rosenberg
Chief talent solutions innovator
Smooch Unplugged
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.
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
Parker Ross
Global chief economist
Arch Capital
As Chief Economist, Parker is responsible for overall economic surveillance and forecasting for the Global Mortgage group. Additionally, he has assumed ownership of The Housing and Mortgage Market Review (HaMMR), which presents a detailed quarterly analysis of housing and the economy and its associated housing market webinars. Parker joined Arch MI in 2021 after working at J.P. Morgan Chase & Co. for six years, most recently as the Head of the Corporate Economics team.
Jill Slattery
Senior vice president and head of IR
Hilton
Jill is Vice President, Head of Investor Relations at Hilton. She joined Hilton in 2014, and prior to that, she spent more than 10 years in the financial services industry, most recently at Morgan Stanley where she was an Equity Research Analyst specializing in the lodging industry, including the coverage of Hilton, among other global hospitality companies. Prior to Morgan Stanley, she had similar roles with Lazard Capital and Merrill Lynch. She has been ranked by Institutional Investor and Investor Relations Magazine as a top ranked IR professional.
Caspar Tudor
director, head of investor relations
Waters Corporation
As Director of Investor Relations at Waters Corporation (NYSE:WAT), a US-based large cap life science tools company serving pharmaceutical, industrial and applied end markets, Caspar leads the company’s comprehensive, modern investor relations program.
An experienced analyst, Caspar often leverages the insights he developed from the buyside in his role, including with respect to investor messaging, engagement and ESG. Prior to Waters, he held successful roles as Vice President of investments at Alex Brown Institutional Consulting, and at JP Morgan as an investment advisor within its asset management division.
A key part of Caspar’s role today is communicating Waters’ core business transformation and commercial movement into higher-growth adjacencies that have emerged in biologics such as in bioprocessing and in novel modalities such as mRNA. Meanwhile, he is a key member of Waters ESG program and reporting process, which has achieved notable results. Waters currently scores favorably according to several of the leading ESG evaluators and is a member of the Dow Jones Sustainability Index. On the 100 most sustainable companies list, Waters was ranked #6 for 2022.
Caspar is a member of the Manufacturers Alliance Investor Relations Council, as well as the National Institute of Investor Relations (NIRI).
Lynn Antipas Tyson
Executive director of investor relations
Ford Motor Company
Lynn’s career spans over 25 years of leadership roles in treasury, international corporate finance, corporate communications and investor relations serving in senior level positions at Ford, PepsiCo, Dell and other leading companies. Lynn has also provided strategic communications consulting services to companies looking to enhance the effectiveness of their investor relations programs. Specialty areas include leveraging investor relations as a competitive advantage, strategic communications, IPOs, and crisis communications. Lynn’s capabilities have been recognized by the equity market across several sectors for building and leading world-class investor relations functions and she is also a recipient of the Silver Anvil Award for excellence in crisis communications from the Public Relations Society of America.
Lynn is a long-standing member of the National Investor Relations Institute (NIRI), serving as a board member from 2004-2008. During her tenure on the board, Lynn Co-Chaired the Audit Committee and Chaired the CEO Search Committee. In2019, Lynn Chaired the NIRI Think Tank that produced the white paper: “The Disruption Opportunity: A Report on the Future of Investor Relations”
Michael A. Verrechia
Managing director, M&A and activism
Morrow Sodali
Mike is Managing Director of the M&A and Activism Advisory Group at Morrow Sodali. With 20 years of experience, Mike provides strategic counsel in matters of shareholder activism in contested director elections, mergers and acquisitions, corporate governance, and proxy solicitation.
Several contested situations in which he has served include Newell Brands/Starboard, Olympus Corporation/ValueAct, Natus Medical/Voce Capital, Blackwells Capital/SuperValu, Anheuser Busch/InBev, Martin Marietta Materials/Vulcan Materials, Mylan Labs/Icahn, Sodastream International/Teleios, Caesarstone Ltd./ Kibbutz Sdot-Yam, Sotheby’s Inc./Third Point, Breeden Partners/H&R Block, Ranger Governance/Computer Associates.
In the last year, Mike has also provided guidance to issuers in some of the largest successful M&A transactions including Connecticut Water Service/SJW Group, Pfizer/Medivation salesforce.com/MuleSoft & Demandware, Monsanto/Bayer, RiteAid/Walgreens and Time Warner/AT&T.
David Whyte
Co-founder & CEO
Irwin
David Whyte is the CEO and Co-Founder of Irwin, a leading capital markets software company building a better way to manage investor relations. As CEO, David is responsible for driving the company’s mission to seamlessly connect the world’s capital seekers and allocators and make them more productive, innovative and successful.
Before founding Irwin David spent a decade working in capital markets, holding positions in investment banking and sales and trading for both global and boutique banks. David’s experience on the Institutional Equity and Event-Driven Sales team at Credit Suisse gave him a first-hand view of the complex challenges facing public companies in an ever-evolving regulatory landscape. His domain expertise results in product ideas that rethink traditional ways of doing things, helping capital markets participants navigate an increasingly competitive and regulated industry.
David graduated from Wilfrid Laurier University with a Bachelor of Business Administration and is a CFA Charterholder.
Steve Winoker
Vice president of investor relations
GE
Steve Winoker is Vice President, Investor Relations , GE as of January 2019. In this role, he is responsible for communicating the vision and value of GE’s transformation with its shareholders and the financial community.
Prior to joining GE, Steve worked for UBS, where he served most recently as Managing Director for U.S. Multi-Industry and Electrical Equipment and Sector Head for U.S. Industrials. In this role, he served large global institutional investor clients and authored more than 450 publications covering industrial companies, including GE. Earlier in his career, Steve held a series of leadership roles in sell-side research, marketing, strategy, financial services and sales, including work at Sanford C. Bernstein & Co., Honeywell Corporation, United Technologies Corporation, and Bain & Company, Inc.
Christina Wong
director, ESG integration
Blackrock
Christina Wong is a member of the BlackRock Sustainable Investing team where she is responsible for ESG integration, transparency and commercialization.
Prior to joining Blackrock, Ms. Wong was a Director and Principal Consultant for over seven years with SustainAbility, an ERM company, where she worked with corporate clients to help them define and prioritize material ESG issues and develop strategies to address them. Her client portfolio included American Express, Barclays, Brown-Forman, Connecticut Green Bank, Credit Suisse, Nestle, Nuveen, Pearson, the Rockefeller Foundation, Samsung, Starbucks and Virgin Voyages. She also led SustainAbility’s Rate the Raters: Ratings Revisited work investigating both corporate and investor perspectives on the quality and usefulness of ESG ratings.
Previously, Christina worked for The Nature Conservancy, Steven Winter Associates (an energy efficiency consultancy), and EKO Asset Management. Prior to her focus on sustainability, Christina spent seven years in the advertising industry advising Fortune 500 clients such as Unilever and Johnson & Johnson on brand development, strategic planning and print/tv campaign development.
Ms. Wong earned a BA in Finance and Marketing from the University of Virginia’s McIntire School of Commerce and holds a Master’s Degree in Sustainability Management from the Earth Institute at Columbia University.
Tim Human
Senior reporter
IR Magazine
Tim Human is senior reporter at IR Magazine. He rejoined the publication in 2019 after two years working as a freelance writer for a range of international clients. Previously, he was editor of IR Magazine between 2013-2017. He has also written for Corporate Secretary, IR Magazine’s sister publication, and CorpComms, the UK-based magazine for corporate communications professionals.
Steve Wade
Head of event content
IR Magazine
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.
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 join our think tank:
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 |
Research shows market participants most concerned by inflati...
Just 7 percent of companies went on the road during IR Magaz...
IR Magazine research shows the experience of Covid-19 has gr...
Partners
Bank of America is one of the world’s largest financial institutions, serving large corporations, small and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk-management products and services. BofA Securities, the institutional broker dealer business of Bank of America, is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital-raising solutions, lending, risk management, treasury, liquidity and payments management. Bank of America Corporation is listed on the NYSE.
For more information, please visit Business.bofa.com
Irwin is a leading capital markets software company building a better way to manage investor relations. By combining modern, easy-to-use solutions with the most comprehensive and differentiated investor intelligence, Irwin delivers insight and support that helps inform strategic business decisions for investor relations and C-Suite teams daily. Over 1,200 global users trust Irwin’s platform and service excellence, and it services companies from all industries and of all market capitalizations. Irwin was founded in Toronto, Canada in March 2017 and employs over 100 people globally, and growing every day. To learn more, please visit www.getirwin.com.
Mediant provides technology that is smarter, faster and better to help our broker, issuer and fund clients take control of their investor communications in a transparent and seamless way. Our solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. Find out more at mediantinc.com.
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
Planetly by OneTrust simplifies carbon accounting and ESG program management. Use the technology to understand, reduce and offset your emissions and operationalize the ESG metrics that are important to your organization and key stakeholders. Planetly enables your organization to analyze your and report ESG metrics in compliance with all relevant standards and drive initiatives across your organization to create sustainable competitive advantage.
Planetly by OneTrust is a part of OneTrust, the #1 most widely used privacy, security and governance platform used by more than 12,000 customers and powered by 200 awarded patents.
To learn more, visit Planetly.com
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.
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the world use this essential intelligence to make business and financial decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), the world’s foremost provider of credit ratings, benchmarks and analytics in the global capital and commodity markets, offering ESG solutions, deep data and insights on critical business factors. S&P Global has been providing essential intelligence that unlocks opportunity, fosters growth and accelerates progress for more than 160 years. For more information, visit www.spglobal.com/marketintelligence.
About Sidley: With 2,000 lawyers in 20 offices around the globe, Sidley is a premier legal adviser for clients across the spectrum of industries. Follow Sidley on Twitter @SidleyLaw.
For more information, please visit our website.
SmoochUnplugged, LLC is a high octane, global talent consulting firm that offers Investor Relations Officer executive search and strategic human capital advisory specifically directed toward financial market success and corporate brand stewardship. The firm’s CEO is recognized as a market maker with respected investment community leaders, Boards of Directors, and management teams, with a charter to solve human capital challenges through its innovative, provocative and impactful collaborations with clients and talent around the world. www.smoochunplugged.com.
With 30 years of laser sharp focus in the Investor Relations Officer niche, SmoochUnplugged’s portfolio of success spans clients in all industries and across all sectors of the public company journey from pre-IPO to mega cap entities. SmoochUnplugged has had tremendous success partnering with recognized PE firms to recruit exceptional IRO talent who serve as their portfolio companies’ stewards of brand leadership as these entities transition to the public markets. Viewed as the global Investor Relations executive search leader, the Firm’s credible and respected brand and performance extends from North America to Europe to Asia.
Us: High Octane – Influencers – Impact-Driven Human Capital Solutions Architects.
Our Clients: Serious-Minded Leaders – Innovators of Change – Focused.
Our Talent: Thought Leaders – Performance Driven – Corporate Athletes.
Supported by
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 2023 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 Elizabeth Cawte at [email protected] or call +44 20 8004 5340.
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+1 212 430 6865
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+44 20 8004 4818
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+44 20 8004 5340