Moving UP in the new normal:
Building on the success of our Women in IR campaign from the last three years, we’ve launched our very first 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’ve 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, we held a morning of 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 covered how to negotiate new responsibilities and move up the ladder.
An interactive, virtual experience connecting you to experts from across the globe
Far removed from a traditional webinar format, our virtual event platform allowed attendees to:
We also had a special guest speaker to help us navigate these trying times as an IRO. He explored how to differentiate between good stress and bad stress, and how to find that balance when you’re rocking the boat.
All sessions will be available for replay shortly.
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.
All times below are in EDT. All sessions will be available for replay shortly.
OPENING REMARKS: Welcome to the Equality in IR event
Laurie Havelock, editor-at-large, IR Magazine
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.
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
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.
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
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
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.
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
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
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:
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!
End of event
We are thrilled to unveil our fantastic list of panellists, mentors and roundtable leaders!
Lynn Antipas Tyson
Executive director of investor relations
Ford Motor Company
Lynn’s career spans over 25 years of leadership roles in treasury, international corporate finance, corporate communications and investor relations serving in senior level positions at Ford, PepsiCo, Dell and other leading companies. Lynn has also provided strategic communications consulting services to companies looking to enhance the effectiveness of their investor relations programs. Specialty areas include leveraging investor relations as a competitive advantage, strategic communications, IPOs, and crisis communications. Lynn’s capabilities have been recognized by the equity market across several sectors for building and leading world-class investor relations functions and she is also a recipient of the Silver Anvil Award for excellence in crisis communications from the Public Relations Society of America.
Lynn is currently Executive Director, Investor Relations for Ford Motor Company where she is responsible for leading all of Ford’s investor relations initiatives, including representing the company to equity and fixed income investors and rating agencies, and providing strategic counsel to support value creation and risk mitigation. Lynn’s career includes 14 years of finance and strategic communications experience with PepsiCo, where she ultimately served as Senior Vice President, Investor Relations, and 10 years at Dell, where she led Investor Relations and Global Corporate Communications. Prior to Dell, Lynn led Investor Relations for YUM! Brands, where she was involved in its spin-off from PepsiCo in 1997.
Lynn holds a bachelor’s degree in Psychology from the City College of New York and an MBA in finance and international business from the Stern School of Business at New York University.
Lynn is a long-standing member of the National Investor Relations Institute (NIRI), serving as a board member from 2004-2008. During her tenure on the board, Lynn Co-Chaired the Audit Committee and Chaired the CEO Search Committee. In 2019, Lynn Chaired the NIRI Think Tank that produced the white paper: “The Disruption Opportunity: A Report on the Future of Investor Relations”.
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.
Vice president of IR
Camilla Bartosiewicz is Vice President, Investor Relations at Altus Group Ltd., (TSX: AIF), a leading provider of software, data solutions and independent advisory services to the global commercial real estate industry. She is an award-winning investor relations (IR) executive with over 12 years of experience in implementing strategic IR programs for publicly traded issuers, including special situations communications around mergers and acquisitions, shareholder activism, equity and debt offerings, restructurings, executive transitions, business model transitions, and crisis situations. Camilla has established relationships with a number of global financial institutions and serves as corporate spokesperson and first point of contact with shareholders, financial analysts and the broader investment community. She has a proven track record of executing strategic investor relations programs that result in effective investor outreach, solid stakeholder relationships and, ultimately, improved shareholder value. Under Camilla’s leadership, Altus Group has been the recipient of multiple IR Magazine awards.
Prior to joining Altus Group in 2014, she served as Director of Investor Relations and Corporate Communications at North American Palladium, a dual listed resource company that has subsequently been acquired. Earlier in her career, Camilla worked as a consultant at Kingsdale Communications Inc. and at Barnes McInerney Inc. where she advised clients on IR and special situations communications. Camilla holds a B.A. Hons in Media Studies from the University of Guelph and a Diploma in Public Relations from Humber College. She currently serves on the board of the Ontario Chapter of the Canadian Investor Relations Institute (CIRI) and is a regular presenter on IR-related topics at industry seminars, conferences and in post-secondary schools.
Patricia Cruz joined Etsy a year ago as part of the company’s dynamic Investor Relations team. She has over 5 years of experience in the IR field, where she worked as a consultant developing & managing equity and fixed income IR programs for mid-cap LatAm and U.S. listed companies. She also brings over 5 years of experience conducting risk and credit analyses at HSBC and the Central Bank of Honduras.
Patricia has a Masters in Investor Relations from Fordham University, as well as a BS in finance and MBA from Universidad Tecnologica Centroamericana.
Head of investor relations
Ilkay Demirdag is a senior executive with 20+ years of experience gained at large multinational firms and conglomerates in the UK, Turkey and Bahrain. Her C-level experience covers a broad range of areas including corporate finance, investor relations and ESG with measurable performance in leading conglomerates, private equity firms and multinational corporations.
Ilkay leads corporations with her diversified and international experience and has a proven track record of creating and maximising value for shareholders, whilst capitalizing on cross-functional team leadership. She has performed on both the buy side and sell side, as well as acting as a consultant and banker in transactions, which gives her a comprehensive perspective. Her expertise comprises the spectrum of Debt Transactions (project finance, bond issuances), Equity Transactions (fund structuring, fund raising, deal origination, private equity, mergers & acquisitions, IPOs), Strategic Planning (capital allocation, portfolio management, business development), Investor Relations, Corporate Governance and Sustainability.
Ilkay joined Enerjisa Enerji, a JV of Sabanci Group and EON SE, in 2018, prior to the IPO of the company as Head of Investor Relations and set up the Investor Relations Department. Following the IPO, within 2 years the company has been included in FTSE All-World Index, MSCI Small Cap (Turkey) Index, BIST Sustainability Index and BIST Corporate Governance Index. Total Shareholder Return in 2019 has been 57% and has overperformed BIST30 by 36%. Ilkay also leads Corporate Governance and Sustainability initiatives at Enerjisa to create value for ESG investors. Her leadership brought the company to Corporate Governance Index at Borsa Istanbul, following a comprehensive governance assessment led by Ilkay. Prior to Enerjisa she acted as a Financial Affairs Director at Çalık Holding, Investment Manager at the Islamic Development Bank’s Infrastructure Fund in Bahrain, Coordinator for establishment of an infrastructure fund for Akfen Holding, Principal in the foundation of €100m Clean Energy fund in Turkey. Ilkay spent 10 years in London prior to that as a consultant and banker.
Ilkay is a visionary, inventive and result-driven senior leader and has exposure to global markets with an extensive network and ability to originate and structure high value cross-border deals and execute effectively. Ilkay has flexibility of approach combined with a high level of drive, commitment and enthusiasm and has excellent communication and leadership skills.
Ilkay has dual citizenship from Turkey and UK. She has completed Private Equity and Venture Capital Executive Programme in Harvard Business School (2012), Advanced Corporate Finance Executive Programme at LBS (2011), MSc in “Economics and Management” at the University College London (2004), MSc (2001) and BSc (1998) in “Architecture” at the Istanbul Technical University. She has been selected as one of the mentees of the Women on Board Programme and has completed 2-year programme for independent board membership organized by Women on Board Association.
In addition to her professional career, she is a philanthropist and social entrepreneur for women empowerment. She is the founder of Equality Movement, which aims to empower women at workplace and support gender diversity in Turkey. With her movement, she reached over 10 million people and received the “Social Responsibility Project of the Year” and “Social Entrepreneur of the Year” Awards in 2019. Ilkay has also been selected as one of “48 Inspiring Women in Turkey” by Dünya Newspaper in 2018.
An active participant in the activities of non-governmental organizations, she acted as the Vice President of GYIAD (Young Executive Business People and Entrepreneurs Association) and President of the Women Working Group between (2017 – 2019). She takes active role in the working groups of leading NGOs of Turkey to support sustainable development, capital markets, corporate governance, board membership and women empowerment such as; TUSİAD, TUYİD, TKYD, SKD, UN Global Compact, and Women on Board Association.
Senior managing director; partner; and COO of investments
Sandhya leads a global team at the intersection of all the investment functions, which acts as a strategic engine powering a strong, dynamic, and global investment platform. The group builds shared centers of excellence across corporate access, research services, early career investor development, knowledge management, strategic initiatives, and business management for all investors. It also drives integration and ensures Wellington’s investment platform is flexible and adaptable to changing client needs and evolving markets.
Sandhya serves on a number of committees and oversight groups including the Americas Compensation Committee, the Private Investment Oversight Committee, the Strategic Relationships Advisory Committee, the Research Governance Committee, the Managing Director Advisory Committee, and the Error Resolution Council.
Prior to this role, Sandhya was associate director of Global Multi-Asset Strategies, and before that, she led the Client Integration Group. Before joining Wellington Management in 2006, she was a senior vice president at Brown Brothers Harriman & Co, (1994 – 1998; 2000 – 2006) and spent two years at SunTrust Capital Markets (1998 – 2000).
Sandhya earned her double BA degrees in economics and theatre, magna cum laude, from Middlebury College (1993). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.
Head of Knowledge Labs Professional Development
Janus Henderson Investors
Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors. In this role, Mr. Futterman works with the Professional Development Team on research and curriculum development for the Professional Development programs. He is a frequent speaker and coach to advisor and client audiences. Mr. Futterman leverages his experience with Outward Bound, management consulting firms and the financial services industry to bring innovative, engaging and thought-provoking content to his clients.
Mr. Futterman earned an MA in organizational psychology from Columbia University. He has over 25 years of experience in practice management, consulting and training, and 16 years in the financial services industry.
Juan Gomez Stolk
Manager of investor relations
JetBlue Airways Corporation
Juan Carlos currently has led JetBlue’s Investor Relations team for the past three and a half years, crafting and executing the company’s financial communications strategy.
His career in investor relations started more than six years ago, at i-advize Corporate Communications, a boutique IR agency in New York. There, he assisted foreign small and medium cap equity and debt issuers launch and execute their investor relations programs, helping them gain visibility in the U.S. capital markets.
Prior to his time in the Investor Relations field, Juan Carlos spent 11 years working as a transfer pricing specialist for BlackRock and Tyco International, engaging in corporate restructurings and supply chain optimization projects involving intercompany transactions. He also worked as a consultant with Deloitte’s and Ernst & Young’s transfer pricing teams.
Juan Carlos holds an MBA degree from the New York University’s Stern School of Business and an also holds an Economist degree from the Universidad Católica Andrés Bello in Caracas, Venezuela, where he grew up.
During his free time, he enjoys traveling internationally; he is also an avid classical piano player, having spent over 5 years at the Juilliard School of Music. He is also passionate for studying foreign languages.
Laurie Havelock is a freelance journalist, writer and podcaster who has been working on financial titles for more than 5 years, dabbling with commercial property finance, responsible investment and investor relations as his main areas of focus.
Outside of that he also writes about music, with a predilection for independent and emerging artists, has worked on a number of comedy projects, including a podcast he makes with musical comedian Paddy Gervers called Podshambles, and hosts a weekly show on Shoreditch Radio.
Laurie has been published in the Independent, the Guardian and Q Magazine.
Chief experience officer, intercontinental exchange and executive vice chairman
Betty Liu is the Chief Experience Officer at Intercontinental Exchange (NYSE: ICE) and Executive Vice Chairman for NYSE Group, a wholly-owned subsidiary of ICE. In both roles, Liu is charged with enhancing and innovating the customer experience across the entire organization, as well as helping elevate relationships with the C-suite of ICE’s thousands of business partners.
Prior to joining the NYSE in 2018, Liu was an award-winning business journalist. She most recently anchored the Bloomberg Television “Daybreak Asia” program. She also co-created and anchored “In the Loop” for 8 years on Bloomberg. Prior to the NYSE acquisition, Liu served as founder and CEO of Radiate. Radiate’s content of empowering leaders with expert advice continues to scale through NYSE’s platforms today.
Before joining Bloomberg Television, Liu was an anchor for CNBC Asia based in Hong Kong. Prior to that, she was the Atlanta bureau chief for the Financial Times. Earlier in her career, Liu was the Taiwan bureau chief for Dow Jones Newswires and a Hong Kong-based regional correspondent for the newswire. In 1997, she received a Dow Jones Newswires Award for her coverage of the Asian financial crisis. Liu is also author of the career guide, Work Smarts: What CEOs Say You Need to Know to Get Ahead.
Liu earned a Bachelor of Arts degree in English from the University of Pennsylvania.
VP, treasurer and IR
Srikanth (Sri) Maddipati is Vice President, Treasurer and Investor Relations for CMS Energy and its principal subsidiary, Consumers Energy. He was elected to the position in 2016. He is responsible for managing corporate liquidity, financing and treasury operations and maintaining relationships with investors, banks and rating agencies.
He also is a member of the Benefit Administration Committee, which is responsible for the investment management of the employee benefit plans, included pension, 401(k), health care and life insurance. Maddipati also serves on the board of directors of CMS Energy subsidiary EnerBank USA, a national consumer installment loan provider.
Maddipati joined CMS Energy in 2014 as Assistant Treasurer. In this position, Maddipati was credited with improving the company’s financial ratings and rating-agency relationships and reducing operating costs.
He previously served as a Vice President in the Financial Institutions Group, Investment Banking at Goldman Sachs in New York, N.Y.
Maddipati earned a bachelor’s degree in engineering, and master’s degrees in engineering and business administration, from the University of Michigan.
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
Carol Murray-Negron is President of Equanimity, Inc. Ms. Murray-Negron coaches senior executives and leaders to optimize their performance, leadership presence, and strategic communications, and is an adjunct professor of investor relations at New York University’s School of Professional Studies. Ms. Murray-Negron’s corporate experience includes senior positions with Avon Products, Inc., in both U.S. and International. During her tenure as Vice-President, Investor Relations, Avon’s IR program received industry recognition as “Most Improved IR” among mid-cap companies. Other senior positions at Avon included Marketing Vice-President of Asia-Pacific, where she implemented a coordinated regional marketing strategy and also held line (P&L) responsibility for two Asian markets, and Regional Vice-President of U.S. Sales, where she provided motivational leadership to Avon’s largest sales group. Ms. Murray-Negron received IR Magazine’s Lifetime Achievement Award, and is a Fellow of NIRI. She holds an M.F.A. in Drama from Yale University and a B.A. in English from Chatham University, where she received the 2016 Alumni Leadership Award.
Vice president, Citigroup and an adjunct instructor
Anthony M. Palma is a member of the faculty at the Fordham University Gabelli School of Business, Graduate Division, with subject matter expertise in Investor Relations, Business Writing, Corporate Compliance and Corporate Governance.
Tony spent 23 years at Citigroup in a variety of corporate positions including providing communications training. Before joining Citigroup he held a number of positions at Morgan Stanley, JPMorgan Chase, Merrill Lynch and Bankers Trust Company. Tony is a member of the Advisory Board of the Fordham University Gabelli School of Business, the Board of Directors of the Fiduciary and Investment Risk Management Association and a member of the Financial Services Committee of the American Chamber of Commerce Office in Singapore.
He is a frequent speaker at financial services industry sponsored conferences and is a Certified Anti-Money Laundering Specialist (CAMS), a Certified Financial Services Auditor (CFSA) and a Certified Fraud Examiner (CFE). Tony received a Bachelor of Arts degree in Economics from Fordham University and a Master in Business Administration degree in Accounting from the Fordham University Graduate School of Business Administration. He has participated in post graduate programs at New York University and The New School, both in New York and Monmouth University in West Long Branch, New Jersey.
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.
Director of investor relations
Gabriel Ratcliff is a Director of Investor Relations at Etsy. Over the past 4 years he has served as a conduit of information for investors, while providing strategic advice to the executive team on Etsy financial and corporate messaging. Before joining Etsy, Gabriel worked on the sell-side at Deutsche Bank after graduating from Tulane University.
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.
Global head of client success, equity capital markets
Tanya Rowntree is the Global Head of Client Success, Equity Capital Markets at TMX Group. Tanya leads the client engagement and retention effort for TSX and TSXV Listed Issuers.
Tanya is a passionate advocate for Women in Finance, and is the Co-Chair of the Canadian chapter of Women in ETFs and also serves on the Global Governance Committee for Women In ETFs.
Tanya sits on the Canadian ETF Association Policy, Operations, and Media Committee’s, and works to create awareness about ETFs and to deal with industry specific issues whether regulatory, or structural that affect ETF member firms.
Vice president of finance
Kate is a seasoned financial executive that brings her broad business and technology acumen to companies that want to drive superior valuation. Currently, Kate is Vice President, Finance at Anaplan, a hypergrowth enterprise SaaS company, overseeing Corporate Financial Planning and Analysis, Sales Finance and Global Procurement.
Prior to Anaplan, Kate has held investor relations and finance roles of increasing scope and responsibility in the technology industry at Seagate Technology, Intel, McAfee and EMC. She has served on several private and non-profit boards and is currently a board member at large for NIRI-Silicon Valley.
Kate received certification from Stanford University’s Executive Leadership Program and her undergraduate degree from Michigan State University.
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.
How the interactive sessions work as part of a virtual event
Mentoring sessions: Our mentoring sessions were back by popular demand, but this time they were virtual! Following its overwhelming success in 2019, 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. The full list of topics can be found on the agenda.
Participants received 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!
Attendees are leading IR practitioners with a strategic IR role within his or her company. Some of our attendees from previous years include:
|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
Etsy, Inc. operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world. Our primary marketplace, Etsy.com, is the global destination for unique and creative goods. Buyers come to Etsy to be inspired and delighted by items that are crafted and curated by creative entrepreneurs. For sellers, we offer a range of tools and services that address key business needs. In addition, Etsy, Inc. owns Reverb, a leading global online marketplace dedicated to buying and selling new, used, and vintage musical instruments.
Etsy’s mission is to keep commerce human, and we’re committed to using the power of business to strengthen communities and empower people. Our company was founded in 2005 and is headquartered in Brooklyn, New York.
For more information, please visit www.etsy.com
NYSE Group is a subsidiary of Intercontinental Exchange (NYSE:ICE), a leading operator of global exchanges and clearing houses, and a provider of data and listings services. NYSE Group’s equity exchanges — the New York Stock Exchange, NYSE American, NYSE Arca, NYSE Chicago and NYSE National — trade more U.S. equity volume than any other exchange group. The NYSE is the premier global venue for capital raising, leading worldwide in IPOs, including technology IPOs. NYSE Arca Options and NYSE Amex Options are leading equity options exchanges. To learn more, visit www.nyse.com/index.
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.
For more information, visit www.rjcorporateaccess.com
About TMX Group (TSX: X)
TMX Group’s key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities and fixed income. Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, Trayport and other TMX Group companies 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, Beijing and Singapore. For more information about TMX Group, visit our website at www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.
À propos du Groupe TMX (TSX : X)
Les filiales principales du Groupe TMX exploitent des marchés au comptant, des marchés dérivés et des chambres de compensation couvrant de multiples catégories d’actifs, dont les actions et les titres à revenu fixe. La Bourse de Toronto, la Bourse de croissance TSX, la Bourse Alpha TSX, La Caisse canadienne de dépôt de valeurs, la Bourse de Montréal, la Corporation canadienne de compensation de produits dérivés, Trayport et d’autres sociétés du Groupe TMX offrent des marchés d’inscription, des marchés de négociation, des mécanismes de compensation, des services de dépôt, des produits d’information et d’autres services à la communauté financière mondiale. Le Groupe TMX a son siège social à Toronto et des bureaux dans l’ensemble de l’Amérique du Nord (Montréal, Calgary, Vancouver et New York), ainsi que dans des marchés internationaux clés, dont Londres, Pékin et Singapour. Pour en savoir plus sur le Groupe TMX, visitez le www.tmx.com. Suivez le Groupe TMX sur 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
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
Adena Friedman Believes Now Is the Time to Build A More Inclusive EconomyRead the article
"The speakers discussed relevant and interesting issues in the corporate/IR realm. Everyone was just fantastic."
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"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."
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|Coalition for the Homeless||American Civil Liberties Union (ACLU)||The Civil Liberties Union for Europe (Liberties)|
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.
As we are unable to collect items in-person right now, we would encourage you to make a monetary donation via their website. Please visit:
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, as a first step, we have donated the attendee revenue from the Equality in IR Forum to the ACLU and the counterpart organization in Europe, Liberties.
Liberties, and their members, want the people of the EU and its member countries to live in societies where their civil liberties are protected, where they can participate freely in the democratic process and where their governments respect the rule of law.
IR Magazine supports this mission and, as a first step, we have donated the attendee revenue from the Equality in IR Forum to Liberties and the counterpart organization in North America, ACLU.
This event is for all IR professionals who are interested in building an equal and inclusive IR community and furthering their career. All of our attendee revenue is donated to the organizations we support.
If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989.