IR Magazine

Equality in IR Forum 2021
Global event on inclusion

Wednesday, June 30, 2021

Virtual event: Available on replay

About the forum

Building on the success of our Women in IR campaign from recent years, we once again hosted the Equality in IR forum – part of our global initiative aimed at creating a level playing field for excellence in the IR community. In 2020, 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 included extensive debates, hands-on mentoring sessions and practical advice on how to build a more inclusive investment community, how to integrate DE&I into your IR story and on a personal level, how you can 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

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


Timings on the agenda are shown as Eastern Time (ET)

View the 2021 PDF agenda here


  • 11:00 AM
    Opening remarks: Welcome to the Equality in IR event

    Ben Ashwell, editor, Corporate Secretary and IR Magazine

  • 11:15 AM
    Equality in the investment community: Trends, best practices and new metrics

    Given the increasing demands for renewed diversity and inclusion practices in the investment community, the era of DE&I as a ‘check the box’ initiative appears to be coming to an end. In this session, we look at how the investment community is evolving to address these issues.

    • Impact of political, global and social events on DE&I in the investment community
    • Putting S in the centre of ESG: How are companies addressing DE&I in the context of ESG?
    • How can IR teams demonstrate value based on workplace practices? What is the business case for having DE&I form a key part of investment decisions?
    • What can influence the buy-side and sell-side to improve D&I at their firms? What metrics can help enact long-lasting change beyond value statements?
    • What dynamic ways can a company give back to communities in need beyond simply donating or volunteering?

    Mike Chen, director of equity & head of sustainable investments, PanAgora Asset Management
    Marvin Owens, chief engagement officer, Impact Shares
    Mary Turnbull, managing director, corporate access, Raymond James
    Moderator: Ben Ashwell, editor, Corporate Secretary and IR Magazine

  • 12:00 PM
    Rock The Street, Wall Street: How the investment community can give back

    Maura Cunningham, founder and CEO, Rock The Street, Wall Street
    Lisa Warren, chief customer officer, Mediant

  • 12:15 PM
    It starts at the top! How Henry Schein’s CEO strives for a diverse and inclusive workforce

    With corporations increasingly focused on diversity, equality and inclusion as part of their ESG initiatives, we interview the management team of a Fortune 500 company on their efforts.

    • Promoting gender parity in a global organisation: How do you help women, who have downshifted their careers during the pandemic?
    • Collecting gender compensation data: How do you identify and address significant gaps?
    • Connecting ESG engagement efforts including gender parity discussions with financial performance at investor meetings: What are the expectations?
    • Attracting investors based on workplace culture and DE&I efforts: How is the investment landscape evolving as ESG disclosure becomes more important to investment decisions?
    • How has the assessment of board directors’ contributions and suitability evolved recently?
    • Key steps to foster a diverse workforce: What can management do to promote inclusion?

    Stan Bergman, chair and CEO, Henry Schein
    Carolynne Borders, vice president of investor relations, Henry Schein
    Jennifer Kim Field, vice president of CSR and executive director, Henry Schein Cares Foundation
    Moderator: Ben Ashwell, editor, Corporate Secretary and IR Magazine

  • 12:45 PM
    15-minute networking break: Expand your list of contacts

    This 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 details. It’s good fun!

  • 13:00 PM
    Equality as part of your company’s IR story: The business value of a DE&I strategy

    Best-in-class organizations realize that diversity and inclusion is a prudent business practice that has wide-ranging benefits for both its employees and shareholders. In this session, we look at how to measure these benefits and how they fit into your company’s IR story.

    • How do you build a workplace culture that truly promotes diversity and practices inclusion?
    • Identifying and addressing unconscious bias in the workplace
    • How do we raise the profile of women leaders beyond middle management?
    • How does DE&I fit into the wider IR strategy? Communicating corporate culture via IR
    • How can IR teams become agents of change for the community?
    • What is working and what isn’t when it comes to recruiting and retaining top talent?
    • What is the ultimate measure of ROI in human capital? What diversity targets should we be aiming for in the IR profession? What can we learn from companies that have succeeded?

    DK Bartley, chief diversity, equity and inclusion officer, Moody’s
    Amy Greene, former chief communications officer and head of IR, Avon Worldwide
    Ripa Rashid, managing director and head, inclusion and diversity, Cowen
    Moderator: Ben Ashwell, editor, Corporate Secretary and IR Magazine

  • 13:45 PM
    Equality in the IR profession: Addressing gaps in skillset and pay to drive your career forward

    In this session, IROs who have climbed the ladder from various career starting points share their war stories and recommendations on the skills necessary to succeed in the world of IR.

    • What determines an IRO’s pay and career advancement? Is it a finance background?
    • Tips to negotiate equal or better pay: how do you calculate your own market value?
    • Developing professionally as an IR leader – what are the marks of a good IRO?
    • What is missing from your skillset? Broadening your remit to include new responsibilities
    • 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 is your personal strategy for professional development in the IR world? How often should you move roles to get senior roles or higher compensation?

    Isabelle Adjahi, vice president of investor relations and sustainable development, Lion Electric
    Mei Ni Chu, director of investor relations, Voya Financial
    Katie Fasken, managing director, Slate Asset Management
    Moderator: Ben Ashwell, editor, Corporate Secretary and IR Magazine

  • 14:15 PM
    Roundtable discussions: Virtual mentoring sessions

    Roundtable discussions: Virtual mentoring sessions

    Our interactive sessions are back by popular demand! Choose a theme and get practical advice from our esteemed ambassadors on how to deal with specific challenges, improve ways of working and structure your career.

    • From talk to action: How can firms attract a diverse candidate pool and successfully recruit diverse candidates? – Elric Martinez, founder, EJM Investor Relations
    • Finance is personal: Making up for a disruptive work cycle and imposter syndrome – Elizabeth Naumovski, financial literacy advocate
    • Why you shouldn’t always have to work twice as hard to make twice the difference – Lindsey Stewart, senior manager, investor engagement, KPMG
  • 14:45 PM
    DE&I and the global pivot: How influence and success is owned by our internal compass

    While eager to leave the past few years of challenges behind us, the imprint on everyone about the continued global challenges connected to embracing diverse constituencies, is profound. Understanding how one’s internal compass is critical to moving forward in many dimensions of our lives is key, as is learning to operate at a very high level of emotional intelligence when it comes to navigating success.

    Smooch Repovich Reynolds will share her impassioned insights about why keen self-awareness and self-esteem are essential to having a successful career. For women and people of color, it’s especially important to set goals, have the self-empowered belief to achieve them, and to know when those achievements are being recognized (and when they aren’t).

    In this motivational closing session to our conference, Smooch will provide thoughts and insights about defining success in ambiguous times and how leaning into success by knowing one’s self is paramount.

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

  • 15:00 PM
    Summary of end of event

Speakers and mentors

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

What our virtual attendees say

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

EQT Corporation

"Panel discussions were engaging and informative."

WW International

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

Telsey Advisory Group

"Amazing event and great speakers."


"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."


"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"


Mentoring sessions and networking

How the interactive sessions worked as part of a virtual event


Mentoring sessions: Our mentoring sessions were back by popular demand. Following its overwhelming success in 2020, we offered 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 covered a specific area of personal development.

Participants received notes, tips, and take-aways on how to deal with specific challenges, improved their way of working, and structured their 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!

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


Sign up to access the replays

To access the replay, please fill in the form below and we’ll send through login instructions.

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:


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:

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