Vice President, Investor Relations and Sustainable Development at Lion Electric, Isabelle Adjahi has 25 years of experience in the Investor Relations/Communications field. Prior to joining Lion, she spent 10 years at WSP Global, one of the largest professional services firm in engineering headquartered in Montreal, Quebec, with a market capitalization of approximately $15 billion. Before joining WSP, Isabelle was Senior Director of Investor Relations and Communications with Axcan Pharma, where she developed and implemented a strategic investor communications plan directed at all stakeholder groups including sell-side, buy-side, retail, online and financial media for both Canada and the US markets.

An advisor to C-Suite and Boards, Isabelle is a top-ranked Investor Relations Officer. She is a multiple award-winner in investor relations, including being named Best Investor Relations Officer in Canada, She was also awarded the Belle Mulligan Awards for Leadership in Investor Relations in 2017 and was recognized as a “TopGun Investor Relations Executive” by Brendan Wood International in 2016.

Isabelle holds a Bachelor of Foreign Languages and Literature from the University of Lyon (France). She also took courses in securities, communications, and finance.

Ben Ashwell is the editor at IR Magazine and Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.

Mr. Bartley’s career has been effectively characterized as a subject matter expert for Diversity, Inclusion and Talent Acquisition. As a speaker and facilitator, DK Bartley has been very effective inspiring global audiences related to “Best-in-Class” Talent Acquisition and Diversity & Inclusion practices for both big and small corporations.

He is currently CDO – Chief Diversity, Equity & Inclusion Officer at Moody’s, the global credit rating and financial services company. He is keenly responsible for Moody’s acceleration of D&I as a business imperative and the international Diversity and Inclusion strategy for its internal and external framework. DK was previously Senior Vice President & Head of Diversity and Inclusion for Dentsu Aegis, where he advanced D&I through multicultural partnerships with some of Dentsu’s largest clients and partners, such as Microsoft, American Express, Facebook, and LVMH. He successfully managed and reengineered the Dentsu Americas talent acquisition team and created a Center of Excellence that transformed the employee value proposition, leading Dentsu Aegis to become an employer of choice. He has also functioned as Chief Talent Officer for the global consulting firm Diversity Talent International (DTI), with a roster of clients that included some of the world’s most influential brands, Polo Ralph Lauren, Mercedes-Benz, Colgate-Palmolive, Huawei Technologies, and WPP. Prior to DTI, Mr. Bartley held senior level roles as Director of Human Resources at News corporations, HarperCollins Publishers, and also for Gust, the global startup funding platform. He is a Board Member of the AAF, The American Advertising Federation and ACT-SO the Afro-Academic, Cultural, Technological and Scientific Olympics of mind competition. Mr. Bartley is Certified in Diversity & Inclusion Management from Cornell University ILR, holds a master’s degree in communications from the New York Institute of Technology, and Bachelor of Arts in Political Science from SUNY Stony Brook.

Since 1989, Stanley M. Bergman has been Chairman of the Board and CEO of Henry Schein, Inc., a Fortune 500® company and the world’s largest provider of health care products and services to office-based dental and medical practitioners, with more than 19,000 Team Schein Members and operations or affiliates in 31 countries and territories. Henry Schein is a member of the S&P 500® index. In 2020, the Company’s sales reached $10.1 billion. Henry Schein has been a Fortune World’s Most Admired Company for 20 consecutive years.

Mr. Bergman serves as a board member or advisor for numerous institutions including New York University College of Dentistry; the University of Pennsylvania School of Dental Medicine; the Columbia University Medical Center; University of the People; Hebrew University; Tel Aviv University; the University of the Witwatersrand Fund; The World Economic Forum’s Health Care Governors; the Business Council for International Understanding and the Metropolitan Opera.  Mr. Bergman is an honorary member of the American Dental Association and the Alpha Omega International Dental Society.  Mr. Bergman is the recipient of the Ellis Island Medal of Honor; the CR Magazine Corporate Responsibility Lifetime Achievement Award; the 2017 CEO of the Year award by Chief Executive Magazine; Honorary Doctorates from The University of the Witwatersrand, Western University of Health Sciences, Hofstra University, A.T. Still University’s Arizona School of Dentistry and Oral Health, Case Western Reserve University, and Farmingdale State College (SUNY); and Honorary Fellowships from King’s College London – Dental Institute and the International College of Dentists.

Stan and Dr. Marion Bergman and their family are active supporters of organizations fostering the arts, higher education, and cultural diversity, as well as grassroots health care and sustainable entrepreneurial economic development initiatives in the United States, Africa, and other developing regions of the world.

Mr. Bergman is a graduate of The University of the Witwatersrand in South Africa and is a South African Chartered Accountant and a NYS Certified Public Accountant (CPA).

Carolynne Borders joined Henry Schein in November 2012 as Vice President of Investor Relations. She is responsible for driving Henry Schein’s strategic communications with institutional investors and the equity analyst community. With more than 25 years of experience as an investor relations practitioner, Ms. Borders has a strong background in strategic narrative development, disclosure, crisis communications, investor outreach and ESG engagement. Prior to joining Henry Schein, she served as Vice President, Investor Relations & Corporate Communications at SMSC, a global designer of semiconductor products. Earlier Ms. Borders held a similar role at Andrea Electronics, a manufacturer of digital audio products. She served as a Senior Associate at The Financial Relations Board, one of the largest investor relations agencies at the time, representing the firm’s technology clientele. Ms. Borders was also co-founder and executive vice president of LI Invest, a former not-for-profit organization that promoted investment in public and private companies in the Long Island region.  She has received industry recognition for my contributions at Henry Schein, including ranking among the top three IROs for Best IR Professional and/or Best IR Program by Institutional Investor in Healthcare Technology & Distribution for multiple years. Ms. Borders earned a Bachelor of Science Degree in Business from Marist College.

Dr. Mike Chen is a Director at PanAgora. In this role he is responsible for novel alpha research and model development in the Dynamic team and across the wider Equity group, and daily management of firm’s Dynamic portfolios. Dr.Chen’s current research interests are in the areas of machine learning/alternative data, ESG, and China A. Previously, he was a portfolio manager at PanAgora’s Stock Selector team.

Biography coming soon

Maura Cunningham is dedicated to closing the gender wage and wealth gap and the opportunity gap that exists in our nation. Determined to make this vision a reality, Maura combined her entrepreneurial skills and her passion for working with teen age students and she went on to found Rock The Street, Wall Street, (RTSWS) in 2013.  RTSWS is one of the fastest growing non-profits focused on the the M of STEM in the nation. It has been recognized by The White House, Catalyst, Nasdaq, Womens Bond Club of New York and The Today Show for its goals to engineer social and industrial change.

Maura has been committed to working with under-served girls for over a decade. Maura is helping girls view math-focused fields of study as compatible with a career that has a positive impact on the world.  RTSWS sparks girls’ enthusiasm for finance at a critical age and makes them aware of the societal benefits personal financial knowledge and math-oriented careers can have.

Maura began her career on Wall Street with Merrill Lynch. After a successful 25 year career in finance, Maura  turned her full attention to creating opportunities for others.

Before dedicating herself full time to RTSWS, she worked in Capital Markets, Real Estate Syndication, Mortgage Backed Securities and financial and wealth management. She stays current with the markets by continuing to trade options.

Katie is a Managing Director of Slate Asset Management. She is responsible for leading capital raising and investor relations efforts for Slate and its businesses. Katie joined Slate in 2016. Prior to joining Slate, Katie was on the financial institutions investment banking team at CIBC World Markets and also worked on the institutional equity sales desk.

She holds an Honours Business Administration degree from the Richard Ivey Business School at Western University.

Biography coming soon

As Vice President of Corporate Social Responsibility, Jen Kim Field works to help Henry Schein fulfill its responsibilities as a corporate citizen, including environmental, social, and governance work and advancing its philanthropic efforts globally. This includes leading the Henry Schein Cares program and being responsible for the Henry Schein Cares Foundation, both of which are focused on advancing wellness, building capacity in the delivery of health care services, and assisting in emergency preparedness and relief to “help health happen” for at-risk and underserved populations globally. As a member of the Office of the Chairman and CEO, Jen brings over twenty years of experience to Henry Schein in the areas of business development, program management, strategic planning, corporate community service and partnership building.

Prior to joining Henry Schein, Jen worked at the United Nations Foundation where she led public-private partnerships with Fortune 500 companies in support of the UN. She also oversaw the launch of the Girl Up campaign, a global movement of empowered young women leaders who defend gender equality. From her earlier work at PricewaterhouseCoopers Consulting (now IBM Business Consulting) to her work at Points of Light Foundation and VolunteerMatch, Jen’s career has often bridged the corporate and nonprofit worlds through technology, marketing, partnership-building, fundraising and communications.

Jen is on the Board of the Eastman Dental Center Foundation and a National Advisory Committee Member of the American Dental Association’s Give Kids A Smile Program. She also serves on the advisory council for the Women’s Philanthropy Institute at the Lilly Family School of Philanthropy at Indiana University and the Northeast Council for MedShare. Jen hails from Alabama, where she acquired a taste for grits and fried catfish. She graduated from Bowdoin College and lives on Long Island with her husband and two young children.

Mr. Martinez is the founder of EJM Investor Relations. He brings over 20 years of experience in investor relations, financial and ESG communications. He has previously worked as assistant vice president of investor relations at Lippert Heilshorn.  He headed both investor relations and financial communications for Legrand Hart. Additionally, he has held senior positions at The Dilenschneider Group and Morgen-Walke Associates. Mr. Martinez Holds BA in Business Journalism from Baruch College and a Masters Degree in Investor Relations from Fordham University

Multi-award winning Elizabeth Naumovski is a tireless advocate for financial literacy and female empowerment. A successful Bay Street executive for over 20 years, she has championed for women in different countries for many decades. Host of Finance Is Personal, public speaker, emcee, and panelist, she is highly sought after for her intelligence, knowledge, engagement and compassion.

Elizabeth was the 2021 recipient of the Wealth Professional IFSE Institute Award for Financial Literacy Champion. She was also the inaugural winner of the same award in 2019. Elizabeth is a 2020 Mohawk Alumni of Distinction Award winner for Creative Arts & Design. Since winning the award, she created the Elizabeth Naumovski Alumni of Distinction Bursary. This yearly bursary is for a single mother (or female) enrolled in any STEM course at Mohawk College.

Elizabeth was a finalist for the 2020 Wealth Professional Mackenzie Investments Award for Female Trailblazer of the Year. Elizabeth is a firm believer of living a frugal and disciplined life and wants to make frugality fashionable for everyone. Watch and subscribe to Finance Is Personal to learn how to take control of your life. www.financeispersonal.ca

Marvin J. Owens, Jr. currently serves as Chief Engagement Officer for Impact Shares. In this role, Marvin has engagement responsibility for both fund managers and corporations, as well as cultivating and maintaining relationships with financial intermediaries with the goal of AUM growth. Marvin is also responsible for strategic relationships with our social advocacy partners, and leads the firm in broader Social Impact and advocacy conversations. Prior to joining Impact Shares, Marvin served as Senior Director of Economic Programs for the NAACP. In this role, Mr. Owens was responsible for the NAACP’s national Economic Inclusion agenda which includes Asset and Wealth Creation programs with efforts that support financial education, homeownership, minority business development, franchising, workforce development and diversity; Advocacy and Sustainability with efforts around economic justice and social impact investing; and Research with ongoing efforts to track and report economic conditions, as well as recommended public policy changes.

Prior to joining the NAACP, Mr. Owens served a consultant, lecturer, and technical assistance provider in the areas of Community and Economic Development, Small Business Development, and Community Organizing. Mr. Owens serves as an Advisory Board Member of the Stonehenge Capital NMTC fund, where he advises, recommends, and monitors fund investments for economic impact. Guest lecturer credits include Oxford University’s Saïd School of Business on the subjects “Responsible Leadership,” and “Economic Development in the Black Church.”
Prior to becoming an independent consultant, Mr. Owens served as Vice President for Economic Empowerment at the National Urban League (NUL) where he managed all aspects of NUL’s corporate, foundation, and government relationships with specific focus on affiliate economic development activities, small business development, and finance. Mr. Owens was responsible for implementing business and economic development efforts in more than 20 US cities. Mr. Owens oversaw implementation of the National Urban League’s Empowerment Fund, and was the lead staff in creating NUL’s current model of economic empowerment centers.

Ripa Rashid is a Managing Director and Head of Inclusion and Diversity (I&D) at Cowen. Ms. Rashid is an internationally recognized subject matter expert and practitioner in the space of workplace diversity and inclusion, with a focus on gender, race and global talent engagement and development strategies.  Prior to joining Cowen, Ms. Rashid was Managing Director at [email protected], Working Mother Media and Bonnier’s strategic advisory and custom research group. Previously, she was co-president at the Center for Talent Innovation (CTI) in New York City, a premier think tank and content provider that studies global workplace inclusion and diversity. She has also served as a management consultant with Booz & Company, PwC and Mitchell Madison Group, and has held senior diversity and inclusion positions at MetLife and Time Warner.

Ms. Rashid holds an AB cum laude in astronomy and astrophysics from Harvard University, an MA in anthropology from New York University and an MBA from INSEAD.

Smooch Repovich Reynolds joined ZRG Partners at the end of 2017, bringing with her a career that spans more than 25 years of executive search consulting, specifically focused in the Global Investor Relations Officer and Chief Communications Officer functional areas. Smooch pioneered IR executive search as a direct result of her affinity for the capital markets, and has partnered with CEOs and CFOs to address corporate valuation issues and financial market expectations throughout her career. As the profession and financial markets have evolved dramatically the last two decades, she has served as a key influencer of the direction of the Investor Relations profession through her stewardship with client management teams.

In addition, her thought leadership in the Corporate Communications functional niche has been framed by her tenure as a former Chief Communications Officer and her broad participation in the global communications community. Smooch has leveraged this first-hand experience to partner with leadership teams providing guidance by framing corporate communications functions, and by serving as a gateway to exceptional talent whose corporate brand innovation experience has elevated her client companies to new heights of success.

She is considered a leading authority on the intangible leadership traits that define talent who are recognized as part of the top 10% of Investor Relations and Chief Communications Officers globally. Her executive search experience has spanned partnerships with management teams and Boards at organizations ranging in size from pre-IPO entities to global, multinational Fortune 500 market leaders, across all industry sectors.

Having completed approximately 300 Investor Relations Officer searches, one consideration to note about Smooch’s work is the increase in her clients’ share valuation during her tenure as a recruitment management team advisor – nearly $500B in increased valuation that she has contributed to as a direct result of her commitment to clients on the topic of recruiting the right talent.

Smooch has authored numerous thought leadership articles about the CEO-CFO-IRO triumvirate and the impact of their interlocked relationship as it relates to the investment community and valuation. She has been the featured expert on IRO and CCO careers across traditional media and social/digital media, and is called upon by numerous professional groups to speak on wide ranging talent and leadership topics. Smooch has her own website: www.smoochunplugged.com, where she regularly shares her insights about corporate talent initiatives and the competitive advantages of smart, strategic recruitment partnerships. Smooch is also book author.

Prior to joining ZRG Partners, Smooch served at two multinational executive search firms as the Managing Director of each firm’s respective Global Investor Relations and Communications Officer practice groups. In addition, she served as the Chief Communications Officer for The Irvine Company, a recognized national privately-held real estate development company. And, prior to that she was the Founder and CEO of The Repovich-Reynolds Group, a North American focused executive search firm specializing in IRO and CCO search assignments which she led for nearly 20 years. Smooch has served as a Chief of Staff to the CEO of a global public relations agency and started her career in politics as a Press Deputy.

She is a long-time member of the National Investor Relations Institute and a Lifetime member of the International Association of Business Communicators. Smooch has served on several non-profit boards, including serving as Board Chair for two of those entities: American Cancer Society of Los Angeles and Westridge School in Pasadena, CA.

Lindsey is the senior manager on KPMG’s investor engagement programme, which provides a forum for institutional investors and auditors to share perspectives on how corporate reporting and stewardship, and the audit profession, can evolve to meet investors’ and other key stakeholders’ needs today and in the future.

Lindsey is a board member of KPMG UK’s Audit Evolution Board, which plays an important role in the formal governance of KPMG’s UK Audit practice and provides challenge, diversity of thought, new insight and recommendations to the audit business.

Lindsey has spent over twenty years in financial analysis, investor relations and financial communications. He joined KPMG in 2013 as part of the Makinson Cowell team, where he helped listed companies in the UK and continental Europe define and deliver their investor engagement strategy.

He has also spent much of his career authoring and editing technical publications and digital content on IFRS accounting standards, particularly those focusing on insurance contracts, financial instruments, leases and revenue recognition.

Mary serves as Managing Director and Head of Corporate Access at Raymond James with an emphasis on collaborating with Investor Relations professionals to develop strategies for investor outreach and targeting. In this role, Mary is also responsible for partnering with Capital Markets, Investment Banking and Research professionals to develop and source content for Raymond James hosted general and sector-specific conferences, summits, symposiums, non-deal roadshows, bespoke trips and industry experts. Prior to joining Raymond James, Mary served in various research, sales and management roles at Lehman Brothers, Deutsche Bank and Salomon Smith Barney.

An active NIRI member, she is currently on the Board of NIRI Silicon Valley, and previously served on the Annual Conference Committee and President of the Central Florida chapter.  She is founder and co-chair of The Women in Capital Markets Symposium (WICM), an annual event devoted to advancing the professional development of women at Raymond James.

Mary received a BA in economics from Mount Holyoke College, and an MBA in finance from Fordham University.

Lisa Warren is Chief Customer Officer for Mediant. Prior to joining Mediant in 2002, Ms. Warren was the Vice President of Sales and Marketing at Proxy Monitor, where she managed the institutional sales team and was Regional Director for the Northeast, UK and Europe. Previously, she served as Head of Institutional Sales at Polyconomics, an economic research and publishing firm, and Regional Manager at Rochdale Securities, a brokerage firm representing a wide range of independent research products. She is a partner in Gimme Credit, a leading provider of independent corporate bond research, and a member of Mediant’s Management Committee. Ms. Warren is also on the Board of Directors of Rock The Street, Wall Street, a financial and investment literacy program designed to spark the interest of high school girls into finance. Graduating from University of Colorado, Boulder, Ms. Warren holds a BA in economics and political science.