IR Magazine

Equality in IR
Driving your career forward

Thursday, July 8, 2021

Virtual event: Live and available on replay

About the forum

Moving UP in the new normal:

Building on the success of our Women in IR campaign from recent years, we will once again host the Equality in IR forum – part of our global initiative aimed at creating a level playing field for excellence in the IR community. Last year, we expanded our discussion to welcome professionals of all genders, ethnicity, age, religion and sexual orientation to better reflect the IR community we serve.

With the help of expert speakers and those leading the charge at public companies, the event will include extensive debates, hands-on mentoring sessions and practical advice on how to build a more inclusive IR community at a professional level, while on a personal level we will cover how to negotiate new responsibilities and move up the ladder.

Far removed from a traditional webinar format, our virtual event platform allows attendees to:

  • Hear from those leading the charge globally on how companies can and should affect change
  • Join mentoring sessions to receive tailored guidance on key aspects of career progression
  • Hear from successful heads of IR & CFOs on negotiating new responsibilities in a new normal
  • Participate in group chat and speaker Q&A to share personal experiences and seek advice
  • Have one-on-one private video meetings with fellow IR professionals to build your network

AN INTERACTIVE, VIRTUAL EXPERIENCE

Due to current restrictions, the event will take place as a virtual experience using our bespoke, cutting-edge technology.

Our virtual event platform closely replicates attending in-person by facilitating interaction with speakers, one-to-one networking with fellow IR professionals, and group roundtable discussions. Going virtual helps you connect with a wider network from the comfort of your desk.

 


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.

View the organizations we supportClick here

Agenda

The 2021 agenda will be announced shortly.

In the meantime, you can view what was discussed in 2020 below or by clicking here.

  • 08:00 AM
    OPENING REMARKS: Welcome to the Equality in IR event

    Laurie Havelock, editor-at-large, IR Magazine

  • 08:15 AM
    PANEL DISCUSSION: Addressing diversity within the investment community

    Given that IROs are constantly pitching to the investment community, and members of the investment community often become IROs, it is crucial to begin the conversation of how we can address and increase the diversity in the investment community as a whole.

    • How to recognize unconscious biases in the workplace and affect cultural change?
    • Going beyond value statements to set achievable targets and assign accountability
    • How to enact real change and ensure it has significant, long-lasting impact?
    • What are some dynamic ways that an investment firm can give back to communities in need, beyond simply donating or volunteering?

    Sandhya Douglas, senior managing director; partner; and COO of investments, Wellington
    Tanya Rowntree, global head of client success, equity capital markets, TMX Group
    Mary Turnbull, managing director, corporate access, Raymond James
    Laurie Havelock, editor-at-large, IR Magazine

  • 09:00 AM
    PANEL DISCUSSION: What is the role of the company in leading cultural change?

    The culture of a company plays a huge role in building an environment that promotes diversity and practices inclusion. If you are the head of an IR team or leading the charge with recruitment and diversity at a public company, this session is a must-attend.

    • Navigating unconscious biases and gender pay gap in the workplace and during meetings
    • The role of a company in shaping careers and promoting diversity
    • What does diversity look like in a two-person IR team?
    • How have companies responded? Examples of effective diversity initiatives
    • Countering under-representation at C-level – recruitment, retention and remuneration
    • The value of D&I – addressing investor concerns on earnings calls

    Lynn Antipas Tyson, executive director of investor relations, Ford Motor Company
    Betty Liu, chief experience officer, intercontinental exchange and executive vice chairman, NYSE
    Ripa Rashid, managing director and head, inclusion and diversity, Cowen
    Laurie Havelock, editor-at-large, IR Magazine

  • 09:45 AM
    TALK: Managing stress for success: Good stress, bad stress and finding the balance

    Right now, there is a lot to think about – in both our professional and private lives – and, between the constant flow of news, concern for the health of ourselves and our loved ones, and the uncertainty of what is to come, we are under a great deal of stress. Join this session, led by an expert on mental health to learn how to spot the signs and find that balance. We’ll discuss managing stress, impostor syndrome and practicing good mental health.

    Michael Futterman, assistant VP, manager, Labs PD, Janus Henderson Investors

  • 10:15 AM
    PANEL DISCUSSION: How can you build influence and drive your career forward?

    IROs who have climbed the ladder from various career starting points share their recommendations on the key skills necessary to succeed in the world of IR and beyond.

    • Developing professionally as an IRO – what are the marks of a good IRO?
    • Negotiating new responsibilities to broaden your role, step up and stand out
    • How to move forward when there is nowhere to go? Creating new opportunities
    • Working in an IR agency vs. in-house IR – pros, cons and advice for making the move
    • Getting a seat at the table – ensuring IR have a voice at the company’s strategic level
    • Landing a message: The art of making your voice heard in male-dominated sectors
    • What’s holding you back? Identifying gaps in skillset for the role you want
    • What are the critical steps IROs need to be taking in the next few weeks to move up?

    Ilkay Demirdag, head of investor relations, Enerjisa
    Sri Maddipati, VP, treasurer and IR, Consumers Energy
    Kate Scolnick, vice president of finance, Anaplan
    Ben Ashwell, editor, IR Magazine

  • 11:00 AM
    CLOSING KEYNOTE: Smooch on the global pivot: How influence and success is shifting before our eyes

    Hear thoughts and insights on future professional pivots from the managing partner at ZRG Partners as the world desperately attempts to rebalance itself. Understand the key tenets of being an influencer and why they count more today than ever before. Learn why now is the time to pivot your leadership brand in the eyes of management and the board – don’t hold back. Innovators are impacting our future, and IROs hold influential leader roles to serve organizations differently.

    Smooch Repovich Reynolds, managing partner, global IR practice group, ZRG Partners

  • 11:15 AM
    ROUNDTABLES: Mentoring sessions and virtual roundtable discussions

    Our mentoring sessions are back by popular demand, but this time they’re virtual! Choose a theme and get practical advice from our esteemed ambassadors on:

    • Navigating career change: Moving from consulting and finance to in-house IR – Juan Gomez Stolk, manager of investor relations, JetBlue Airways Corporation
    • Managing work/life balance: Adapting to life as an IRO during the Covid-19 pandemic – Camilla Bartosiewicz, vice president of IR, Altus Group
    • Relationship management: Building key connections with senior management, analysts, etc. – Gabriel Ratcliff, IR director and Patricia Cruz, IR associate, Etsy
    • What’s your leadership brand? Cultivating your strengths, gravitas and a personal identity – Carol Murray-Negron, executive coach, Equanimity
    • Diversity action plan: So what do we do? – Elric Martinez, founder, EJM Investor Relations
  • 12:15 PM
    1:1 NETWORKING: Expand your global network

    Our one-on-one networking feature works like speed dating. You will be matched at random with another attendee and you have five minutes to decide whether you’d like to exchange contact information. It’s good fun!

  • 13:00 PM
    End of event

Previous speakers and mentors

To inquire about speaking at the forum, please contact [email protected] or call +44 20 8004 5619


Mentoring sessions and networking

How the interactive sessions work as part of a virtual event

 

Mentoring sessions: Our mentoring sessions are back by popular demand. Following its overwhelming success in 2020, we will offer attendees a range of sessions with some of the most senior and experienced figures in the IR community to help mentor and advise the talent of tomorrow. Each mentor covers a specific area of personal development. The full list of topics will be updated on the 2021 agenda.

Participants receive notes, tips, and take-aways on how to deal with specific challenges, improve your way of working, and structure your career.

 

 

Speed networking: Match with fellow attendees and share experiences one-to-one. Our platform randomly matches you with another IRO for a quick one to one conversation. You only meet once, so be sure to click connect and continue the conversation after the event by exchanging contact details.

Sign up for our next event now to connect with the global IR community, learn new ideas, be inspired and move up!

What our virtual attendees say

"The speakers discussed relevant and interesting issues in the corporate/IR realm. Everyone was just fantastic."

EQT Corporation

"Subject matter was spot on; panelists were knowledgeable. Networking and mentorship sessions were impactful."

Telsey Advisory Group

"Panelists were top notch. Well-versed on the topics, very forthright and clear."

Proteus Capital

"Very open, candid and engaging sessions as well as advice on how to handle issues and situations going forward."

EAMES WYATT | IMCRON BV

"Hopin was great. Really had the virtual feel of an in person conference. Loved the speakers. Very diverse backgrounds. A broad spectrum and well-rounded topics"

llumina

"Great speaker line up and excellent online platform."

NYSE

"Very good theme, good panelists and great mentoring sessions."

Morrow Sodali

Who attends our virtual events

Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.

Below is a sample of some of our past virtual attendees:

Job title Company Job title Company
Associate director, advisory services Nasdaq Head, Governance Services Nasdaq
Associate partner Buchanan Head, investor relations Minerals Technologies
CCO & head, investor relations Avon Head, investor relations Moody’s Corporation
Co-head of client relations Orient Capital Head, investor relations Mylan
Director Powerscourt Group Managing director FTI Consulting
Director, head of investor relations Peel Hunt Managing partner Instinctif Partners
Director, investor relations Conduent Partner Instinctif Partners
Director, investor relations – ESG Lloyds Banking Group Partner Taylor Bennett
Director, investor relations & corporate communications Anterix Senior vice president Formerly Fifth Third Bancorp
Executive creative director five corporate reporting & consulting Vice president J.P. Morgan
Executive director, Europe & Asia Rivel Research Group VP, business development Tronox
Executive director, investor relations Celgene VP, investor relations Etsy
Executive vice president & CFO Fortis VP, investor relations Fortis
Head of IR Barratt Developments VP, investor relations Nielsen
Head of IR ADLER Real Estate VP, investor relations Tradeweb


Request full past attendee list

Become a partner

Why partner with us? 

The IR Magazine Forum – Equality in IR brings together some of the most influential people in thIR community.  

The event offers an effective approach to targeting clients when they are exploring how they can improve their IR practice. Through our unrivalled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience. 

The unique buzz we create at our virtual events – a far cry from a webinar – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their IR program to invest in, which service providers to engage and consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to the IR community. 

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 Forum – Equality in IR. Get in touch with Ian Richman or call on +1 212 430 6865.

In the last 12 months, IR Magazine’s virtual events have attracted the highest, most diverse and senior attendees and experts in investor relations

 

Partners

Book your place

This event is for all IR professionals who are interested in building an equal and inclusive IR community and furthering their career.

The super early bird rate expires on May 14, 2021. 

After this date the price will increase to the early bird rate of $30. The standard price booking price is $45.

If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.

Organizations we support

Coalition for the Homeless

IR Magazine are long-term supporters of the Coalition for the Homeless. In light of the Covid-19 outbreak, the coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need during this crisis. IR Magazine supports this mission and will be donating a portion of the proceeds from this event.

If you would like to make your own donation, please visit: coalitionforthehomeless.org/donate

 

American Civil Liberties Union (ACLU)

The ACLU dares to create a more perfect union — beyond one person, party, or side. Their mission is to realize this promise of the United States Constitution for all and expand the reach of its guarantees. IR Magazine supports this mission and will be donating a portion of the proceeds from this event.

If you would like to make your own donation, please visit: aclu.org

Contact us

Privacy Policy

IR Media Group (USA) Inc, the owner of IR Magazine, Corporate Secretary and IRspace, respect the privacy of every person who visits, registers with or subscribes to our websites and online publications, and is committed to ensuring a safe online experience. This privacy statement applies to all IR Media Group’s websites as listed under the heading ‘Sites’ and outlines the information IR Media Group may collect and how we may use that information. It also explains what we do with information about you when you register to attend one of our events.
To view our privacy policy in full, please click here.