In-person event: 9 am - 5 pm, New York
The rise of the ‘anti-ESG’ movement is gaining momentum in certain circles of the capital markets. Meanwhile, there is increased emphasis on the role of companies in delivering a smooth and ‘just’ energy transition.
ESG appears to be at a crossroads, and understanding the changing expectations of stakeholders will be critical for listed companies in 2023.
To help IR, governance and sustainability teams at public companies understand expectations for ESG reporting and communications in today’s environment, Corporate Secretary and IR Magazine are hosting the ESG Integration Forum – US 2022. Now in its fourth year, the event has consistently sold out. Please book your place now to avoid disappointment.
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.
10:30 AM
Welcome to the ESG Integration Forum – 2021!
Laurie Havelock, editor-at-large, IR Magazine
10:35 AM
[Policy update] SEC developments on reporting and disclosure
Given the expectation that the SEC will demand increasingly higher disclosures around ESG issues, we discuss what companies can do to improve their practices related to identifying, collecting and reporting decision-useful ESG data.
• Hear views about how emerging ESG reporting legislation is likely to impact corporate issuers
• Discuss how best to plan for expected SEC reporting requirements around ESG factors
• Learn how to keep up with and prioritize disclosure expectations from various stakeholders
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Alex Higgins, managing director, Okapi Partners
Janice Warren, managing director and head of ESG reporting solutions, Nasdaq OneReport
11:00 AM
Track 1 | Fit for purpose: Trends in ESG communication and reporting
Deepen your understanding of how ESG reporting and communication is changing and learn how to take targeted steps to meet the needs of your main audiences.
In this session you will hear stats and insights from the latest edition of the Works Design’s trends and best practice research which has looked into the evolution of sustainability reporting over the past ten years.
• Hear best practice examples of how companies are communicating purpose and leadership with their audiences
• Discover how different frameworks are increasing, or decreasing in popularity
• Get the facts on how many companies are setting targets around their ESG performance
• Learn about how companies’ use of communication tools has changed in recent years
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Carrie Christopher, director of ESG and climate, Splunk
Wesley Gee, chief sustainability officer, Works Design
11:00 AM
Track 2 | Continuing year-round engagement on ESG
Material ESG issues are more fluid than ever before; what is material today may not be tomorrow, and what is not material today may be tomorrow. As stakeholders become more empowered, we examine how to approach materiality in an agile way, taking into account all stakeholder views.
• Understand the concept of dynamic materiality and why is it vital in measuring and managing your ESG risks and opportunities
• Hear examples and best practices for conducting a materiality assessment
• Learn how to stay up-to-date with the risks and opportunities that impact your business in this rapidly evolving area
Moderator: Dave Armon, chief executive officer, 3BL Media
Mary Jacques, director of global environmental affairs and sustainability, Lenovo
Chris Librie, director for ESG, Applied Materials
11:25 AM
Meet the attendees: Networking
Meet the attendees: Networking
Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
1. Visit the networking area and click connect
2. Get randomly matched with another attendee for a three-minute introduction
3. Exchange contact information or move on to the next attendee: it’s up to you!
11:45 AM
How teams can work together to prioritize and articulate material ESG issues
There are more than 300 potential ESG topics that could be material to a company, and understanding which topics and focus areas you need to concentrate on and articulate clearly, why these issues are material to the business.
• Discuss how to engage all functions of a company with the materiality process
• Understand the processes required to prioritize and focus on issues that are most relevant to your company
• Learn how to condense your ESG story into easily digestible messages to be used during investor days and presentations
• Discuss how best to articulate on your website, in your 10-K and in the proxy the impact ESG factors can have on your business.
Moderator: Steve Wade, head of event content, IR Magazine
Andrew Ciafardini, chief sustainability officer and head of global public policy, FIS
Jennifer Frasier, vice president of diversity and inclusion, FIS
Nathan Rozof, executive vice president, corporate finance and investor relations, FIS
12:45 PM
Track 1 | A discussion on robustness and assurance of ESG data
The regulatory focus on ESG requirements is likely to increase the reliance on external assurance for ESG data. This session examines trends in ESG data quality, and discusses the benefits and challenges, and best practices related to assuring ESG data.
• Discuss whether ESG audits will become necessary via regulation or market trends
• Understand how companies overcome the workload challenges for auditing data as ESG data becomes more real-time focused
• Debate whether assured data is likely to help inclusion in ESG indexes
• Learn about the practices and systems companies should put in place to report and audit ESG-related metrics.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Helle Bank Jorgensen, CEO and founder, Competent Boards
Kealey Martin, director of sustainability, Fortis
12:45 PM
Track 2 | ESG data management best practices
Hear the outcomes of the ESG corporate reporting entities research, which provides high-level advice on best practices around data management that can be applied across corporate reporting entities.
• Identify the roles and functions that have responsibility and accountability for different ESG data sets
• Learn about the value chain of reporting data content participants
• Discuss whether data ownership is an IT responsibility or a business responsibility
• Hear key advice about how to manage ESG data within your organization
Moderator: Steven Wade, head of event content, IR Magazine
John Truzzolino, director of business solutions, DFIN
13:15 PM
Group networking!
Join us in the networking lounge to catch up with old friends, make new connections and share thoughts, advice and challenges around the topics being discussed.
13:45 PM
A guide to automating ESG reporting
Preparing and reporting ESG information can be time-consuming and takes resources away from managing ESG risks. This session explores how advances in technology can help reduce reporting fatigue, streamline data collection, and provide decision-useful information to investors in real-time.
• Learn about the pros and cons of automating ESG data collection
• Understand which ESG-related metrics can be collected and reported in a smooth automated manner
• Discover how to use automation tools to analyze and tell a story about how ESG factors impact your business.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Christopher Deans, director of investor relations, Q4
Phil Redman, ESG offering manager, Onetrust
14:15 PM
Meet the attendees: Networking
Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
1. Visit the networking area and click connect
2. Get randomly matched with another attendee for a three-minute introduction
3. Exchange contact information or move on to the next attendee: it’s up to you!
14:30 PM
Track 1 | ESG for small and mid-cap companies
ESG leaders in the small and mid-cap space can benefit from index inclusion and reduced cost of capital. Yet, the challenges for small and medium-sized companies are unique. In this session, we examine ESG trends and challenges which are specific to small and mid-cap companies.
• Discover market trends related to ESG for small and mid-cap companies
• Discuss how to demonstrate the benefits of ESG reporting to engage internal stakeholders, management and the board
• Discover how targeting analysis for small cap companies is evolving to include ESG-focused investors.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
John Miller, ESG policy analyst, Cowen
Jeff Osborne, sustainability and mobility technology analyst, Cowen
Chad Reed, vice president for investor relations and ESG, Hannon Armstrong
14:30 PM
Track 2 | ESG: Trends and distortions
In this session, we will go over the growing ESG topics found in transcripts and SEC filings, we will discuss the emerging trend of dedicated ESG Investor days, and what structurally fuels the rise of ESG investing.
We will finish by discussing ESG-induced distortions: and answer the question is big tobacco “more ESG focused” than electric vehicle companies?
• Hear a data-driven view on ESG trends in corporate filings and earnings calls
• Hear case studies about how different companies are approaching ESG
• Understand the sentiment around ESG indexing using NLP.
Nick Mazing, director of research, Sentieo
15:15 PM
The who, what, where, how and when of ESG engagement
As investors take a more active role, using their influence to change behavior at companies around ESG issues, we explore the changing nature of conversations between issuers and investors. We discuss the best approaches and vehicles for strategic engagement with investors related to ESG topics.
• Who companies prioritize engagement with; portfolio managers, analysts, ESG or stewardship teams – and how to tailor your approach for each stakeholder
• What topics investors are looking to address, and how you can align discussions with the fundamental time horizon of portfolio managers
• Where these discussions can take place; from traditional engagements such as proxy season, roadshows investor days and earnings calls to bespoke ESG broadcasts, social media and governance roadshows
• How to tell your ESG story and communicate decision-relevant information to your shareholders
• When are ESG discussions are most constructive, and how companies can build ESG into their year-round engagements with investors.
Moderator: Michael Rosen, head of ESG strategy and engagement, Chief Executives for Corporate Purpose (CECP)
Erika Karp, managing director and chief impact officer, Pathstone
Kerry Kiley, director, Notified
Ian Roe, partner, strategy, Brunswick
Katrina Rymill, head of investor relations and sustainability, Equinix
16:15 PM
Summary of discussions and end of day one
10:30 AM
Welcome to the ESG Integration Forum – 2021!
Recap of day one’s discussions.
Laurie Havelock, editor-at-large, IR Magazine
10:45 AM
The role of companies in the race to net-zero
As companies commit to science-based targets related to climate change and the SEC seeks to develop climate-disclosure rules, we take a deep dive into climate action. We specifically explore setting targets and developing disclosures around carbon emissions.
• Discuss what format climate disclosures should take
• Understand which climate targets are most effective and how companies can develop time relevant goals linked to carbon emissions
• Learn how to begin measuring and benchmarking greenhouse gas emissions
• Discover investor expectations of public companies in the area of climate action.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Mark Phanitsiri, portfolio manager, Allianz Global Investors
Neil Stewart, director of corporate outreach, The Value Reporting Foundation
11:15 AM
ESG passive investments: A roadmap to understanding risks & opportunities
As the passive ESG investment space continues to expand in size and influence, it is becoming increasingly important to understand the drivers of inclusion in various indices and ETFs to ensure that your company is included in these critical investment funds. For this panel, we will discuss topics around understanding and analyzing passive ESG investments.
• Understand your current passive ownership from an ESG perspective
• Assess the risks of being dropped and opportunities of being added to more passive funds
• Benchmark your company vs peers in terms of ESG index/ETF inclusion
• Learn about the actions your company can take to optimize both your ESG story and investors
Moderator: Tim Human, senior reporter, IR Magazine
Sefian Kasem, senior ETF investment strategist, HSBC Global Asset Management
Andreas Posavac, executive director, head of global ESG, M&A and governance advisory, IHS Markit
Caspar Tudor, director of investor relations, Waters Corporation
12:15 PM
How to facilitate board oversight on ESG
Boards of public companies are increasingly required to have more oversight on ESG factors. This session examines the current state of board oversight on ESG risks and opportunities and how to improve ESG oversight through composition and education.
• Discuss what directors, executives and departments should form the ESG disclosure committee
• Learn how to educate your board around ESG risks and opportunities
• Trends in linking ESG and executive pay
• Understand how to improve shareholder engagement on ESG at the board level
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Adrian Fleming, senior director of ESG commercial, Diligent
Farinaz Tehrani, chief legal officer and corporate secretary, VSE Corporation
Kim Yapchai, senior vice president and chief ESG officer, Tenneco
13:15 PM
Meet the attendees: Networking
Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
1. Visit the networking area and click connect
2. Get randomly matched with another attendee for a three-minute introduction
3. Exchange contact information or move on to the next attendee: it’s up to you!
13:30 PM
Getting the right metrics for social, human capital and diversity factors
Social factors are subject to increased scrutiny, yet they can be among the most difficult to measure and analyze. During this deep dive into social factors, we look at how both companies and investors measure and evaluate issues such as human capital management, corporate culture and social license to operate.
Furthermore, the SEC has approved rule changes proposed by Nasdaq that put in place new board diversity mandates and related public disclosures regarding composition. We will also examine what this means for public companies and disclosures around diversity and inclusion activities.
• Learn about emerging performance indicators related to social risks and opportunities
• Understand the challenges of qualitative and quantitative disclosures in human capital management and decide what works for your company
• Discuss whether mainstream investors will include diversity requirements in their governance policies.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Jana Croom, chief financial officer, Kimball Electronics
Leahruth Jemilo, head of ESG advisory practice, Corbin Advisors
14:30 PM
Meet the attendees: Networking
Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
1. Visit the networking area and click connect
2. Get randomly matched with another attendee for a three-minute introduction
3. Exchange contact information or move on to the next attendee: it’s up to you!
14:45 PM
Ask me anything: An investor Q&A
In this final session we offer a live Q&A with a panel of investors and analysts to share their views on the evolving ESG space and their expectations of public companies.
• Hear from a range of investors about their priorities for public companies in 2022
• Have your most pressing questions answered by investors and analysts
• Understand investor requirements from public companies to inform your future ESG strategies
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Shounak Bagchi, ESG engagement manager, Cartica
Karin Riechenberg, senior ESG analyst, Sands Capital
Fiona Ross, senior ESG analyst for US equities, abrdn
Isabel Verkes, sustainable investment data research, Arabesque
15:30 PM
Summary of discussions and end of conference
Laurie Havelock, editor-at-large, IR Magazine
This year's line up will be announced shortly. Here are some of our past speakers. To inquire about speaking opportunities, contact [email protected] or call +44 20 3865 8103.
Helle Bank Jorgensen
CEO and founder
Competent Boards
Helle Bank Jorgensen is the CEO of Competent Boards, which offers the global online Climate and ESG Competent Boards Certificate Programs, with a faculty of over 100 renowned international board members, executives and experts. Helle is the author of the newly published book “Stewards of The Future: A Guide for Competent Boards.”
She has a 30-year track record in turning Environment, Social, Governance (ESG), Climate and Sustainability risks into innovative and profitable business opportunities. She is working with many global Fortune 500 board members and executives, as well as smaller companies and investors.
Besides being a board member, she serves on:
World Economic Forum (WEF) Expert Network for Corporate Governance, Leadership, and Emerging Multinationals
His Royal Highness Prince of Wales A4S (Accounting for Sustainability) Global Expert Panel;
The Non-financial Digitisation Working Group of the Impact Management Project (IMP);
The Reuters Panel of Expert Judges for the Responsible Business Awards;
Canadian Climate Governance Experts – a Commonwealth Climate & Law Initiative.
She has served as the Chair of the European Sustainability Reporting Association (ESRA), the Global Compact Network Canada, Datamaran, and as a member of the Sustainability Advisory Panel of the American Institute of Certified Public Accountants (AICPA), and at the Sustainability Policy Group of the Institute of European Accountants (FEE).
Helle was the creator of the world’s first Green Account based on lifecycle assessment and the world’s first Integrated Report, the first integrated responsible supply chain management system, and was the principal organizer for the CEO/Investor-network for Business Ethics and Non-Financial Reporting. She led the improvement of investor communication for global companies and has worked on Natural Capital Accounting for IFC/World Bank.
In 2020 she was awarded the Global Impact Award and named one of “5 people in ESG to look out for”. She is a regular keynote speaker and author of many thought-leading articles and books.
She is a business lawyer and state-authorized public accountant (CPA) by training and holds a Master’s degree in Business Administration and Auditing. She is a former PwC audit and advisory partner in Denmark and the US leading Sustainability & Climate Practices.
Isabel Verkes
Sustainable investment data research
Arabesque
Karin Riechenberg
Senior ESG analyst
Sands Capital
Joined Sands Capital
2020
Work Experience
Cartica Management (2018 – 2020)
Washington, DC | Senior ESG Analyst
Cartica Management (2016 – 2018)
Washington, DC | Senior Global Strategy Analyst
Deloitte CIS (2015 – 2016)
Moscow, Russia | Alfa Fellow
Cartica Management (2014 – 2015)
Washington, DC | Associate, ESG and Global Strategy
Education
Johns Hopkins University (2014)
MA | International Economics and International Relations, School of Advanced International Studies
University of Exeter (2012)
BA | International Relations and Russian
Sefian Kasem
Senior ETF investment strategist
HSBC Global Asset Management
Caspar Tudor
Director of investor relations
Waters Corporation
Kim Yapchai
Senior vice president and chief ESG officer
Tenneco
Andreas Posavac
Executive director, head of global ESG, M&A and governance advisory
IHS Markit
Mr. Posavac runs a global team that supports companies and their C-suite and Investor Relations teams as well as their banking and legal advisers with market intelligence, risk analytics and advisory services focused on institutional investors in the lead up to M&A transactions, general meetings or special situations. His team also works with companies to develop a coherent ESG and engagement strategy to follow legal and industry best practice standards and take advantage of the opportunities in sustainable investments and increased ESG integration. Mr. Posavac has deep knowledge of the ESG and corporate governance sensitivities of institutional investors, their relationships to external advisors as proxy advisory and ESG rating firms and can help stakeholders better understand how to address governance and ESG in order to have the greatest impact in minimizing risks and maximizing opportunities in the current capital markets landscape.
Christopher Deans
Director of investor relations
Q4
Christopher Deans is a Director, Investor Relation at Q4, a Chartered Professional Accountant and FSA Credential holder with 15+ years of experience in corporate finance and investor relations. At Q4 he acts as an advisor and extension of his clients’ IR teams, assisting with the development of streamlined IR workflow while leveraging Q4’s suite of technology services. Prior to joining Q4, Chris worked in investor relations and FP&A for a major Canadian retailer and in the investment services industry.
Shounak Bagchi
ESG engagement manager
Cartica
Neil Stewart
Director of corporate outreach
The Value Reporting Foundation
Neil Stewart is the Value Reporting Foundation’s New York-based Director of Corporate Outreach, advancing awareness of the organization’s resources and helping companies world-wide with implementation. He is a member of the Value Reporting Foundation’s Assurance Task Force and oversees the SASB Standards Consultant Content Program. Neil brings to the Value Reporting Foundation more than 25 years of experience in and around investor relations and corporate governance. Previously he was at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies. Formerly Editorial & Research Director of both IR Magazine and Corporate Secretary magazine, Neil is a board member of NIRI NY, the New York chapter of the National Investor Relations Institute.
Katrina Rymill
Head of investor relations and sustainability
Equinix
Katrina Rymill is the VP of IR & Sustainability at Equinix, a global interconnection and data center provider. Joining Equinix in 2011, she spearheaded the effort of re-architecting the company’s IR messaging and communication strategy. Projects have included expanding Equinix’s Sustainability Program, establishing long-term financial targets, setting up Equinix’s first share buyback program, and investor targeting. Prior to Equinix, Mrs. Rymill was Director of Investor Relations at CyberSource, an e-commerce payment gateway, which was acquired by Visa in 2010. In 2009, CyberSource Investor Relations was ranked 2nd by Institutional Investor Magazine. Previously, Mrs. Rymill was the Head of Investor Relations at Redback Networks. There, she created the IR program after Redback emerged from a Chapter 11 debt restructuring, and worked to build a diversified investor base, including a $200 million Secondary Offering. Mrs. Rymill started her career at Merrill Lynch in Investment Banking, where she worked on various leveraged finance and debt deals. Mrs. Rymill earned an M.B.A. from MIT Sloan and a B.A. in Biology from Harvard University.
Farinaz Tehrani
Chief legal officer and corporate secretary
VSE Corporation
Phil Redman
ESG offering manager
Onetrust
Phil Redman serves as the Offering Manager for OneTrust ESG which simplifies the complex task of collecting and reporting on corporate ESG data. In his role, Redman is responsible for the product development and direction of the offering, leading the sales and product engineering team on OneTrust ESG, and day-to-day delivery. He enjoys working with customers and providing features and benefits they now love but didn’t know they needed. Redman brings over 15 years of global, enterprise experience and has led teams on technology product development and strategy at Accenture, Citrix, and was VP and Distinguished Analyst at Gartner. He has a B.A. from Temple University and an M.S. from Boston University on Business Communications.
Alexandra Higgins
Managing director
Okapi Partners
Alexandra Higgins is a Managing Director at Okapi Partners providing strategic counsel to corporate clients and their advisors with a focus on governance and compensation issues, as well as other ESG concepts.
Alex has over 15 years of experience in corporate advisory and governance roles. Prior to joining Okapi Partners, she served as VP and Head of U.S. Partner Advisory Services at Institutional Shareholder Services Inc. (ISS) Corporate Solutions, where she managed advisory services for U.S. professional services firms on ISS policy, corporate governance issues, equity plan disclosure, and shareholder activism.
Alex also spent time as a reporter for CQ Roll Call, where she covered corporate governance regulation and activist investor campaigns. She began her career as an executive compensation analyst and research associate at The Corporate Library for six years before its merger with GMI Ratings, where she ultimately spent another four years advising law firms on corporate governance matters related to securities litigation.
In 2008, Alex was named a Rising Star of Corporate Governance by the Millstein Center for Corporate Governance and Performance. She holds a B.A. in Political Science from the University of Southern Maine.
Janice Warren
Managing director and head of ESG reporting solutions
Nasdaq OneReport
Dave Armon
CEO
3BL Media
Dave Armon is CEO of Corporate Responsibility Board. The Corporate Responsibility Board LLC publishes CR Magazine, organizes COMMIT!Forum and manages of the Corporate Responsibility Association. CR Board is a unit of 3BL Media, a Northampton, Massachusetts, company formed in 2009 to serve corporations, nonprofits, NGOs and service providers active in corporate citizenship and sustainability initiatives. In addition to the 3BL Media news and content distribution platform, the company also operates CSRwire, Ethical Performance, Justmeans, ReportAlert and Social Earth.
He is a digital media executive who partners with progressive brands dedicated to making a positive difference through their environmental, social and governance initiatives. His career began with a “deadline every minute” mindset as a business reporter for United Press International. He enjoyed a 20-year tenure at PR Newswire, where he served as president and COO as the company grew to $300 million in revenue.
Dave served as CMO at 3BL Media – a multi-platform news and content distribution leader for Fortune 500s, NGOs and nonprofits – during the acquisition of the Corporate Responsibility Association, Corporate Responsibility Magazine, the 100 Best Corporate Citizens ranking and COMMIT!Forum.
He thoroughly enjoying working alongside purpose-driven corporate responsibility and sustainability practitioners.
Jana Croom
Vice president and chief financial officer
Kimball Electronics
Jana Croom is Vice President and Chief Financial Officer for Kimball Electronics, a global electronics manufacturing company (Nasdaq: KE). She has oversight of the accounting, tax, treasury, investor relations and financial planning & analysis functions, including capital allocation, M&A activities, strategy, audit and governance oversight. As a finance leader, she partners with operations to provide solution oriented outcomes that grow the business and create long-term success.
A long tenured utility industry finance professional, Jana has worked in both the electric and natural gas fields. Prior to assuming her role at Kimball, she held positions of increasing responsibility within the finance, operations and regulatory areas of NiSource, an S&P 500 regulated utility. Before joining NiSource, she was employed by American Electric Power focusing on investor relations, corporate finance and treasury.
Jana holds a Bachelor of Arts degree from The College of Wooster and a Masters of Business Administration from the Fisher College of Business at The Ohio State University.
Jana is a member of the advisory board for the Salvation Army of Central Ohio where she chairs the nominating committee. She is also a member of the American Association of Blacks in Energy (AABE). She is a graduate of the 2015 cohort of Leadership Columbus and serves as a member of the Board of Trustees of the New Albany Community Authority. Jana is passionate about developing the next generation of finance leaders and is involved in the many development programs offered by her company and externally.
Jana resides in New Albany, Ohio with her husband Aaron, their two children AJ and Camille, and rowdy puppy, Ghost.
Nick Mazing
Director of research
Sentieo
Nick Mazing is Director of Research for Sentieo, a financial and corporate research platform for executives, investment analysts, and researchers. His career also includes having worked on both the buy side and on the sell side at Lehman Brothers. He holds an MBA from Columbia Business School and is based in Sentieo’s New York City office.
Carrie Christopher
Director of ESG and climate
Splunk
Carrie Christopher is Splunk’s first Director of ESG and Climate, working in the Splunk Global Impact group that is led by Splunk’s Chief Social Impact Officer. Carrie brings 16 years’ experience in environmental sustainability, climate and ESG to her at Splunk, the NASDAQ-traded global tech company headquartered in San Francisco. Carrie plays a central role in establishing the direction, implementation, measurement and reporting of Splunk’s ESG and climate strategy in close collaboration across multiple departments and with key internal and external stakeholders.
Known as a thought leader in the field, Carrie sits on the SASB Sector Advisory Group, participated in the World Economic Forum Industry ESG Metrics and Financial Materiality Working Group, and has driven similar initiatives focused on non-financial reporting. Carrie is responsible for ensuring that credible and material non-financial disclosures connect strong sustainability performance to long-term value creation and loves sharing her knowledge at events such as the IR Magazine’s ESG Integration Forum.
Andrew Ciafardini
Chief sustainability officer & head of global public policy
FIS
Andrew was appointed to the position of Chief Sustainability Officer & Head of Global Public Policy in May 2021. Prior to his appointment, Andrew served as Head of Global Corporate & External Affairs after serving as Worldpay’s Head of Global Corporate Affairs & Communications as well as Chief of Staff to the Worldpay Chairman and CEO. At FIS, Ciafardini is responsible for leading the company’s Government Relations and ESG (Environmental, Social & Governance) programs as well as the Risk Department’s Client Relations and Training and Awareness functions.
Previously, Ciafardini served as Director of Corporate Planning and Communications at Chiquita Brands International where he served as chief of staff to the CEO. There he oversaw key internal and external communications projects, including the filming of CBS’s 2010 Undercover Boss episode featuring Chiquita.
Prior to his private sector work, Ciafardini dedicated his career to public service in both the legislative and executive branches of government, including serving as a State Representative in Ohio.
While serving in Washington from 2001 until 2008, Ciafardini served in numerous leadership roles including as Special Assistant to the President for Intergovernmental Affairs at the White House. In this role, Ciafardini served as the President’s liaison to state legislators across the nation and was responsible for ensuring their priorities were considered during White House policy discussions.
Earlier, Ciafardini worked as Government-to-Citizen Portfolio Manager at the U.S. Office of Management and Budget (OMB) where he directed government-wide strategies for improving the public’s access to federal information and services through the use of information technology. In this role, Ciafardini helped bring accountability and transparency to government programs by leveraging technology.
Prior to OMB, Ciafardini was appointed as Assistant Chief of Protocol at the U.S. Department of State and served under the leadership of Secretary of State Condoleezza Rice. He traveled to over 30 countries and was responsible for coordinating the visits of world leaders to the United States for meetings with the President, Vice President, Secretary of State, and other senior government officials.
Shortly after returning to Ohio, Ciafardini was asked by Speaker Husted to fulfill the remainder of Jim Raussen’s term as State Representative for the 28th District. During this short stint in the Statehouse, he voted to protect the interests of his constituents.
Ciafardini is a proud alum of University of Cincinnati’s Blue Ash College and holds a Bachelor of Science degree in Management from George Mason University.
Adrian Fleming
Senior director, ESG commercial
Diligent
Adrian is a father of two, self-confessed sports mad, technology enthusiast with a passion for Environmental conservation.
He combines this unique combination of interests with a passion for using Easy-to-Use technology to enable large organizations do more to improve their impact on the environment, the economy and society in general. Adrian’s background prior to founding Accuvio was in technical architecture with Accenture, and Dell as a Software Development project manager after completing his BSc Degree in Computer Science at UCD.
It was on this career journey that he encountered the challenge of Sustainability reporting across global organizations which lead to his light bulb moment that it needs to be made easier, for such accountability to be “main stream”. He was also involved in the early days of CoderDojo.com, a volunteer-led worldwide charity that teaches children from ages 6 – 14 how to develop software and electronics.
Jennifer Frasier
Vice president, inclusion & diversity
FIS
Jennifer Frasier is a seasoned HR professional with 25 years of experience within the technology, hospitality, healthcare, waste management and professional services industries.
Over the course of her career, Jennifer has held a number of HR generalist and Inclusion & Diversity specialist roles of progressive global responsibility. She currently serves as the first leader of Inclusion & Diversity for FIS, the world’s largest provider dedicated to financial technology solutions. In her role, she is responsible for developing and leading the company’s strategy to leverage inclusion and diversity as a change agent to respond to ever-evolving and complex global dynamics and to drive positive bottom-line impact. Prior to FIS, she worked in I&D roles at Marsh & McLennan Companies and Mercer.
Jennifer has a M.S. in Industrial and Organization Psychology from University of Tennessee. Jennifer currently resides in Atlanta, GA, with her son, Jackson, and her pet Corgi, Ella. Jennifer is an avid traveler (when not in pandemic) as part of her own diversity awareness journey as well as an embarrassingly over-enthusiastic soccer (football) mom.
Wesley Gee
Chief sustainability officer
Works Design
Combining academic expertise with extensive professional experience, Wesley leads The Works’sustainability practice. He provides guidance in stakeholder engagement, materiality and performance measurement, as well as CSR/sustainability communications and reporting. Wesley contributed to the development of the GRI G4 guidelines and serves on sector working groups with the Sustainability Accounting Standards Board. He is a judge for CPA Canada’s Corporate Reporting Awards and is a frequent speaker at industry conferences and events. He also lectures for the CSR certificate program at the University of Toronto and for the sustainability certificate program at Ryerson University. Before joining The Works, Wesley was senior sustainability consultant at Stantec and senior CSR advisor at the Canadian Business for Social Responsibility. He holds a Master’s in Sustainable Business from the University of Leeds.
Kealey Martin
Director of sustainability
Fortis
Mary Jacques
Director of global environmental affairs and sustainability
Lenovo
Leahruth Jemilo
Head of ESG practice
Corbin Advisors
Prior to joining Corbin Advisors, Leahruth worked extensively in corporate governance and non-profit consulting. At Georgeson, a premiere proxy solicitation and corporate governance consulting firm, she managed shareholder engagement campaigns, which first introduced her to the growing importance of ESG from the investor perspective. At Equilar, an executive compensation and board data firm, Leahruth managed content and thought leadership for corporate governance conferences, co-hosted with Nasdaq, that addressed issues such as shareholder engagement, diversity in the boardroom, human capital management, and ESG, among other topics.
After graduating from Columbia Business School in 2016, Leahruth relocated to Chicago where she founded Girlspeak, a public speaking and empowerment program for middle and high school age girls. She was accepted into Google’s competitive Google for Entrepreneurs mentorship program and was a member at 1871, Chicago’s preeminent startup incubator. In 2019, Leahruth began consulting with the nonprofit Free Bikes 4 Kidz. Having worked with public companies, institutional investors and nonprofit organizations, Leahruth has developed a wide breadth of experience and understanding of the CSR and ESG landscape.
Leahruth earned her B.A. from Carleton College in Northfield, MN where she graduated cum laude and attended Columbia University’s M.B.A. program in NYC where she was accepted into the competitive Columbia Startup Lab for aspiring entrepreneurs.
Leahruth serves on the board of Advocate Illinois Masonic Hospital, where she is Chair of the Recruitment Committee. She lives in Chicago, is an avid student at Core Power Yoga, where she finds balance and strength and is an academic tutor and mentor for middle and high school age students.
Erika Karp
Chief impact officer
Pathstone
Erika is the Chief Impact Officer at Pathstone. She joins the Pathstone team from Cornerstone Capital Group (acquired by Pathstone in 2021), the sustainable and impact investment advisory firm she founded in 2013.
Erika founded Cornerstone Capital Group to bring the disciplines of finance, economics, and sustainability to bear in pursuit of a more regenerative and inclusive form of capitalism. Over the course of her 25-plus years on Wall Street, she developed a deep belief in environmental, social, and governance (“ESG”) analysis as a critical input to investment decision-making.
Prior to launching Cornerstone, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank. She chaired the Global Investment Review Committee, served on the UBS Securities Research Executive Committee, and served on the Environmental and Human Rights Committee of the UBS Group Executive Board.
Her work has been featured by media including Bloomberg, The Guardian, the Financial Times, Investor Relations Magazine, and Forbes. Erika speaks on sustainable investing and finance at venues around the world including the UN Global Compact, the UN Principles for Responsible Investment (PRI), the Clinton Global Initiative, the Wharton School, the NYSE, the Organization for Economic Co-operation & Development (OECD), the Aspen Institute, the White House, and many other forums. Erika holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School. She recently joined the Board of Directors of Conscious Capitalism.
Selected achievements:
Founding Board member, the Sustainability Accounting Standards Board
Current Board member, Conscious Capitalism
Advisor to the Humanity United’s Know The Chain initiative
Ambassador for the International Integrated Reporting Council
Ambassador for the World Benchmarking Alliance
Member of CECP’s Strategic Investor Initiative Advisory Council
United Nations General Assembly Speaker and Global Compact Board Advisor
Advisor to former Clinton Global Initiative Market-Based Approaches team; plenary speaker at 2014 Winter Meeting
Served on World Economic Forum’s Global Agenda Council on Financing & Capital
Served on Program Design Advisory Council, Harvard Business School’s Executive Education Program, Innovating for Sustainability
Has been named among the nation’s “Top 50 Women in Wealth” by AdvisorOne, one of the “Purpose Economy 100,” the “Good 100” and one of 50 “Conscious Capitalists” who are “Transforming Wall Street.” Named by Worth Magazine’s “Groundbreakers 2020: 50 Women Changing the World.” Received Babson College’s 2019 Lewis Institute Centennial Social Innovator Award.
Kerry Kiley
Sales director, account management
Notified
Sales Director of the Notified Account Management team. Prior to Notified, Kerry spent 12 years at Nasdaq-helping companies in all stages of development incorporate ESG into their story and helping them better engage with stakeholders.
Chris Librie
Director of ESG, corporate sustainability and reporting
Applied Materials
Chris Librie is director of ESG, corporate sustainability and reporting. Prior to joining Applied Materials in 2020, Chris led ESG and corporate sustainability programs at Samsung Semiconductor, eBay and HP Inc. He holds an MBA from the University of Edinburgh and an undergraduate degree in history from the University of Pennsylvania.
John Miller
Director of ESG and sustainability policy
Cowen
John Miller joined Cowen Washington Research Group in September 2021 and covers ESG and sustainability policy. Mr. Miller previously served as a vice president and senior ESG research analyst at Calvert Research and Management, part of Morgan Stanley Investment Management, where he developed and built a quantitative, company-level ESG risk/reward assessment framework targeted towards the global energy and utility sectors. Mr. Miller also worked at the U.S. Federal Energy Regulatory Commission (FERC) as branch chief in the Office of Enforcement, Division of Analytics and Surveillance. Earlier, he served as Technical and Policy Advisor to a FERC commissioner and as an energy analyst in FERC’s Office of Enforcement.
Mr. Miller holds a B.A. in economic history and political science from The George Washington University, and a Master’s in global history from The London School of Economics and Political Science, where he focused on developmental economics. John also holds the Fundamentals of Sustainability Accounting certification, which is granted by the Sustainability Accounting Standards Board (SASB).
Material prepared by the Cowen Washington Research Group is intended as commentary on political, economic, or market conditions and is not intended as a research report as defined by applicable regulation.
Jeff Osborne
Managing director, energy - sustainability & mobility technology
Cowen
Jeffrey Osborne is a managing director and senior research analyst covering the sustainability & mobility technology sector. Prior to joining Cowen in July 2014, he was a managing director covering the cleantech, industrial, and environmental services sectors for Stifel/Thomas Weisel Partners. He holds a BS in business and economics from Trinity University and an MBA from Wayne State University.
Mark Phanitsiri
Portfolio manager and director
Allianz Global Investors
Mark Phanitsiri is a Portfolio Manager and Director with Allianz Global Investors. He manages $2 billion in assets across the Global Insights fund, Global High-Technology Fund, US Small Cap Fund and US Dividends Fund. He has also been a technology analyst with the firm. Prior to joining in 2010, Mr. Phanitsiri worked on private and public equity investments at Sageview Capital and technology buyouts at Thoma Bravo Equity Partners, as well as technology investment banking at Credit Suisse. He graduated summa cum laude from Princeton University with a degree in mechanical and aerospace engineering, and an MBA with distinction from Harvard Business School. Mr. Phanitsiri is a CFA charterholder.
Chad Reed
Vice president of investor relations and ESG
Hannon Armstrong
Chad leads investor relations and ESG strategy for Hannon Armstrong (NYSE: HASI), a leading investor in climate change solutions.Previously, he served in various roles, including structured finance, risk management, and investor relations, with TerraForm Power –an integrated renewable energy company now owned by Brookfield Asset Management. Chad is also a co-founder of and current Board member with Blue Forest Finance, a non-profit focused on harnessing financial innovation to design sustainablesolutions to systemic climate resilience challenges. Chad started his career as an intelligence officer operating primarily in the Middle East.Chad holds degrees from the University of California at Berkeley, the Johns Hopkins School of Advanced International Studies, and the George Washington University.
Ian Roe
partner, strategy
MerchantCantos
Ian leads MerchantCantos’ global sustainability and ESG practice. He advises clients on sustainability strategy, reputation management, creative communications and reporting.
He has over 15 years’ experience delivering corporate reporting and communications campaigns for clients across financial, technology, consumer and energy sectors in the UK, US, Europe and Asia.
Prior to joining Brunswick Ian was Director of Corporate Responsibility at KPMG.
Recent clients include Alibaba, Nike, PwC, PepsiCo and the World Bank.
Michael Rosen
Head of ESG strategy and engagement
Chief Executives for Corporate Purpose
As Head of ESG Strategy and Engagement, Michael leads outreach and engagement with corporate issuers, the buy side and sell side, and other capital markets participants and service providers to rewire the capital markets towards the long term. Michael joined CECP from the sell side where he was most recently a Director of Investor Access at UBS Investment Bank. In this role, he advised Investor Relations Officers (IROs) on the development and implementation of investor marketing programs as well as educated IROs on broader industry trends including MiFID II and the mainstream shift by active investors toward integrating financially material ESG factors into their investment processes. Prior to joining UBS, Michael held various positions on both the buy side and sell side including at J.P. Morgan Asset Management, Morgan Joseph TriArtisan Group, and Citi Global Markets. Michael has an MBA from Temple University’s Fox School of Business and a BA in Political Science and Spanish from the University of Michigan. He is also a SASB FSA Credential holder and was named to NIRI’s 40 under 40 class of 2020.
Nathan Rozof, CFA
Executive vice president, corporate finance and investor relations
FIS
Nathan Rozof, CFA is Executive Vice President of Corporate Finance and Investor Relations at FIS. In this role, he is responsible for overseeing the strategic planning and execution of the company’s global consolidated forecasting and reporting as well as leading investor relations and financial analysis for mergers and acquisitions (M&A).
Rozof joined FIS through the company’s acquisition of Worldpay, Inc. Prior to joining FIS, he led Worldpay, Inc.’s and Vantiv Inc.’s investor relations programs as well as financial analysis for both companies’ M&A efforts. Rozof’s earlier experiences include roles of increasing responsibility within global investment banking and consulting organizations. He served as a lead and associate equity research analyst at Morgan Stanley and Citi, respectively. He also served as an analyst and consultant at Accenture.
Rozof earned a Bachelor of Business Administration with Distinction from the University of Michigan’s Stephen M. Ross School of Business and a Master of Business Administration from Duke University’s Fuqua School of Business. He holds the Chartered Financial Analyst designation and was elected to Institutional Investor’s All-America Executive Team, Best IR Professionals in 2016 and 2017.
Fiona Ross
Senior ESG analyst for US equities
abrdn
John Truzzolino
Director of business solutions
DFIN
John Truzzolino is the Director of Business Solutions for the Donnelley Financial Solutions, DFIN. With more than 2 decades of SEC and global reporting experience, John is leading DFIN’s ESG thought leadership, client engagement and partner program, including authoring ESG thought leadership, geared for CFO’s and finance teams, published on FEI Daily, as well as, expanding ESG credentials with Berkley U ESG Board Certification and currently working on SASB FSA training certification.
John participates and leads emerging ESG reporting working groups including; EDMCouncil – ESG Working Group; The Data Coalition – Chair ESG Working Group; XBRL-US – Chair- Regulatory Modernization Working Group Data Quality Committee.
Laurie Havelock
Editor-at-large
IR Magazine
Laurie Havelock is a journalist, writer and podcaster who has worked with IR Magazine for almost a decade. Outside of writing about investor relations, corporate governance and green finance, he also works for the i newspaper as a news editor and culture writer. Away from writing, he works on several comedy podcasts including Podshambles and Idle Fantasy and was formerly a radio DJ, and hosted a weekly show on Shoreditch Radio called What’s Your Plan B? He lives in London with Mischa, his dog.
Tim Human
Senior reporter
IR Magazine
Tim Human is senior reporter at IR Magazine. He rejoined the publication in 2019 after two years working as a freelance writer for a range of international clients. Previously, he was editor of IR Magazine between 2013-2017. He has also written for Corporate Secretary, IR Magazine’s sister publication, and CorpComms, the UK-based magazine for corporate communications professionals.
Ben Maiden
Editor-at-large
Corporate Secretary
Ben Maiden is the editor-at-large for Corporate Secretary, an IR Media publication, having joined the company in December 2016. He is based in New York. Ben was previously managing editor of Compliance Reporter, covering regulatory and compliance issues affecting broker-dealers and asset management firms in the US and Europe. Before that, he was editor of Euromoney Institutional Investor’s International Financial Law Review and IFLR’s Americas editor, working in London and New York.
Steve Wade
Head of event content
IR Magazine
Steve Wade is a content researcher and conference producer at IR Magazine where he is responsible for crowd-sourcing intelligence on the big global issues facing investor relations. Steve also creates events where the IROs and the wider financial community can discuss, debate and learn about ways to develop the IR function.
Prior to IR Magazine, Steven’s background has been in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium, an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank and the Polish Ministry of Finance.
Steve has a degree in Event Management and enjoys playing rugby in his spare time.
Our attendees are leading governance, IR and sustainability practitioners with an established track record and strategic role within their company. Below is a sample of some of our attendees:
Company | Job title | Company | Job title | |
Farmland Partners | CFO | ViacomCBS | ESG specialist | |
PotlatchDeltic | CFO | Hewlett Packard Enterprise | ESG strategy and operations | |
Array Technologies | CMO, head of ESG | Bristol-Myers Squibb | Global head, sustainability strategy & operations | |
United States Steel | Corporate counsel | Vistra | IR and sustainability director | |
Nano One Materials | Corporate secretary & director of sustainability | The Water Council | President & CEO | |
KEB Hana Bank Canada | Corporate secretary and governance officer | Duke Realty | Senior corporate responsibility and brand manager | |
McDonalds Corporation | Corporate VP and associate general counsel | The Kroger | Senior Director, ESG | |
Easterly Government Properties | Director of Sustainability | Thermo Fisher Scientific | Senior director, investor relations | |
Micron Technology | Director of sustainability | MEG Energy | Senior sustainability advisor | |
Unitil | Director of sustainability & shared services | Sprouts Farmers Market | Sustainability manager | |
South Jersey Industries | Director, ESG | Capstone Mining | SVP, risk, ESG and corporate secretary | |
Coeur Mining | Director, ESG, Community & government relations | Whitestone REIT | Vice president, corporate communications | |
IAC | Director, finance and IR | Exterran Corp | Vice president, finance | |
AMN Healthcare Services | Director, investor relations & strategy | The Estee Lauder Companies | VP, global corporate citizenship & sustainability | |
Ideanomics | Director, Sustainability | Modern West Advisory | VP, ESG & sustainable business practice | |
Murphy Oil Corporation | Director, sustainability | MetaBank | VP, ESG and DEI | |
Adtalem Global Education | Director, sustainability & government relations | OGI | VP, investor relations | |
DaVita | ESG director | Columbia Banking System | VP, investor relations, ESG |
Why partner with us?
The ESG Integration Forum – US brings together some of the most influential people in the IR, governance and sustainability communities.
The event offers an effective approach to targeting clients when they are exploring how they can improve their ESG engagement and communication practice. Through our unrivalled knowledge of the subject matters and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.
The unique buzz we create at our events makes them multi-faceted and highly interactive with great engagement in particular with decision-makers at listed companies. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their ESG program to invest in, which service providers to engage and which consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice.
We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the ESG Integration Forum – US. Get in touch with Ian Richman or call on +1 212 430 6895.
Lead ESG Partner
OneTrust is the category-defining enterprise platform to operationalize trust. More than 12,000 customers, including half of the Fortune Global 500, use OneTrust to make trust a competitive differentiator, implementing central agile workflows across Privacy and Data Governance, GRC and Security Assurance, Ethics and Compliance, and ESG and Sustainability. The OneTrust platform is backed by 200 patents and powered by the OneTrust Athena™ AI and robotic automation engine. The OneTrust platform is backed by 200 patents and powered by the OneTrust Athena™ AI. Learn more: OneTrust.com and LinkedIn.
Forum Partners
Corbin was founded on the idea that insights-driven advice is a powerful catalyst for unlocking value. Leveraging proprietary research and analytics, a best-practice mindset, executional excellence, and a deep understanding of what influences sentiment, we deploy a proven model to realize value. We work with organizations globally, across all sectors and sizes, as our knowledge and insights drive breakthrough thinking and impact. We collaborate with our clients to execute sound, effective communication, and engagement strategies.
For more information, please visit corbinadvisors.com
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.
DFIN is a leading global risk and compliance company. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles.
As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter.
Learn about DFIN’s end-to-end risk and compliance solutions. Visit www.dfinsolutions.com or call +1 800 823 5304.
Diligent is the largest governance, risk and compliance (GRC) SaaS provider, serving more than one million users from over 25,000 organizations around the globe. Our modern GRC platform ensures boards, executives and other leaders have a holistic, integrated view of audit, risk, information security, ethics and compliance across the organization.
Diligent brings technology, insights and confidence to leaders so they can build more effective, equitable and successful organizations. We empower 79% of the Fortune 500, 90% of the FTSE 100 and 83% of the ASX 200 to improve their bottom line, keep pace with stakeholder expectations and create lasting, positive impact on the world.
For more information visit www.diligent.com.
For more than a century, Kirkland has been a steadfast partner to clients around the world in their most complex corporate, litigation, tax, intellectual property and restructuring matters. With each of our core practice groups ranked at the top of its industry, Kirkland is uniquely positioned to provide the highest-quality legal advice across disciplines — delivering tailored, seamless service and exceptional results to our clients and helping their businesses succeed.
With environmental, social and governance (ESG) considerations increasingly influencing the flow of capital in the global marketplace, Kirkland’s ESG & Impact Group provides clients with sophisticated, multidisciplinary advice and state-of-the-art market intelligence as they navigate the opportunities and challenges related to ESG and impact investing across the investment and operational life cycles. Our ESG & Impact Group advises some of the world’s most sophisticated private equity firms, corporations, and project sponsors and lenders on complex and evolving legal issues relating to environmental, social and governance (ESG) and climate-related regulatory requirements, investor demands, strategic opportunities, and voluntary reporting frameworks and coalitions.
For more information, please visit our website.
Leaders Arena is an ESG-focused independent advisory firm that leverages 30+ years of direct ESG, Investor Relations and Corporate Governance experience. Based in the UK and the US, we help companies maximize the impact of their ESG-related initiatives. Our global clients come to us seeking unbiased guidance and hands-on support. With highly customisable programmes, we focus on client needs as they evolve and create tangible value for our clients.
We provide a full range of consultancy services, tactical support, ESG research and SRI perception studies which have been designed to empower companies to better communicate their sustainability story to the market. Amidst growing investor expectations on companies, Leaders Arena guarantees unparalleled client focus in the corporate advisory space. We bring an independent, outside view to supplement company internal resources and knowledge allowing clients to maintain control of their own practices and communication strategy.
For us, every client is different and therefore we offer tailored solutions as opposed to ‘one-size-fits-all’ services. We care about our clients and provide holistic support to their needs. We have helped companies across sectors and supported hundreds of professionals responsible for ESG communications. Get in touch to learn how you can benefit from our unique support.
Nasdaq (Nasdaq: NDAQ) is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today’s global capital markets. As the creator of the world’s first electronic stock market, its technology powers more than 90 marketplaces in 50 countries, and 1 in 10 of the world’s securities transactions. Nasdaq is home to approximately 3,900 total listings with a market value of approximately $13 trillion. To learn more, visit: http://business.nasdaq.com
Q4 is the fastest growing cloud-based investor relations and capital market solutions to the IR Industry with over 1,200 clients. Public companies the world over (many of which are Fortune 1000 brands) look to our leading web and intelligence solutions to power successful (and award winning) IR programs — and to better connect with their investors, make more effective decisions, and understand the capital markets.
Learn more at www.q4inc.com.
Sentieo is a financial and corporate research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Learn more at Sentieo.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.
Supported by
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]
The super early bird rate expires on October 21, 2022. After this date the price will increase to the early bird rate of $295. The standard price booking price is $495.
If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.
For partnership inquiries
+1 212 430 6865
For agenda inquiries
+44 20 3865 8103
For all other inquiries
+44 20 3002 0396