Virtual event: Available on replay
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:
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.
Timings on the agenda are shown as Eastern Time (ET)
Opening remarks: Welcome to the Equality in IR event
Ben Ashwell, editor, Corporate Secretary and IR Magazine
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.
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
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
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.
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
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!
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.
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
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.
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
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.
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
Summary of end of event
To inquire about speaking at future forums, please contact [email protected] or call +44 20 8004 5619
Vice president of investor relations and sustainable development
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.
Corporate Secretary and IR Magazine
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.
Chief diversity, equity and inclusion officer
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.
Chair and CEO
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).
Vice president of investor relations
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.
Director of equity & head of sustainable investments,
PanAgora Asset Management
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.
Mei Ni Chu
Director of investor relations
Biography coming soon
Founder & CEO
Rock The Street, Wall Street
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.
Slate Asset Management
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.
Former chief communications officer and head of IR
Biography coming soon
Jennifer Kim Field
Vice president of CSR and executive director
Henry Schein Cares Foundation
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.
EJM Investor Relations
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
Chief engagement officer
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.
Managing director and head, inclusion and diversity
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
Managing partner, global IR and chief communications officer practice group
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.
Senior manager, investor engagement
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.
Managing director, corporate access
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.
Chief customer officer
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.
"The speakers discussed relevant and interesting issues in the corporate/IR realm. Everyone was just fantastic."
"Subject matter was spot on; panelists were knowledgeable. Networking and mentorship sessions were impactful."
"Panelists were top notch. Well-versed on the topics, very forthright and clear."
"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"
"Great speaker line up and excellent online platform."
"Very good theme, good panelists and great mentoring sessions."
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!
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|
Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at Cowen.com
Henry Schein, Inc. (Nasdaq: HSIC) is a solutions company for health care professionals powered by a network of people and technology. With more than 20,000 Team Schein Members worldwide, the Company’s network of trusted advisors provides more than 1 million customers globally with more than 300 valued solutions that help improve operational success and clinical outcomes. Our Business, Clinical, Technology, and Supply Chain solutions help office-based dental and medical practitioners work more efficiently so they can provide quality care more effectively. These solutions also support dental laboratories, government and institutional health care clinics, as well as other alternate care sites.
Henry Schein operates through a centralized and automated distribution network, with a selection of more than 120,000 branded products and Henry Schein private-brand products in stock, as well as more than 180,000 additional products available as special-order items.
A FORTUNE 500 Company and a member of the S&P 500® index, Henry Schein is headquartered in Melville, N.Y., and has operations or affiliates in 31 countries and territories. The Company’s sales reached $10.1 billion in 2020, and have grown at a compound annual rate of approximately 12 percent since Henry Schein became a public company in 1995.
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.
Our mission is to provide trusted insights and standards that help decision-makers act with confidence
We are a global integrated risk assessment firm that empowers organizations to make better decisions. Our data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. We believe that greater transparency, more informed decisions, and fair access to information open the door to shared progress. With over 11,000 employees in more than 40 countries, Moody’s combines global presence with local expertise and over a century of experience in financial markets.
For more information, please visit: www.moodys.com
Raymond James is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. For more than 40 years, Raymond James has combined deep expertise, global reach and sophisticated strategies to serve the needs of growth companies and their investors. Focused research conducted by industry-specific experts across North America is the cornerstone of our Global Equities team. We offer a full suite of services, an extensive sales force and global distribution capabilities, all while remaining committed to a personal approach built on trust and relationships. Additional information is available at raymondjames.com.
TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group’s key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, and Trayport which provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London and Singapore. For more information about TMX Group, visit our website at www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.
ZRG Partners’ mission is to bring talented candidates to leading companies. We adhere to a set of core values that allows us to fulfill our clients’ needs on an optimal scale. We take pride and care to ensure that the core values we instill in our staff help our clients acquire strong leadership within their company.
For more information, please visit www.zrgpartners.com
The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.
For more information, please visit www.irclub.ch
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
For more information, visit nirisf.org
The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment. In keeping with this mission, the Chapter focuses on IR education, mentoring, and networking with the broad professional community. Our goal is to further the skills of our members, to expand their business opportunities, to increase Chapter membership, and to foster an environment that promotes IR learning for all.
For more information, visit nirisv.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] or visit: nirivirtual.org
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