Virtual event: Live and available on replay
The US and Canada have much more in common than a border crossing. Given the close links in the economies and capital markets of the two countries we’re bringing a first of it’s kind international event which brings together Canadian and Investor Relations Officers to share best practice and learn from each other.
Hear views from investment professionals in the United States and Canada don’t miss out on this unique opportunity to network and share insight across a wider IR network.
Due to current restrictions, the event will take place as a virtual experience using our bespoke, cutting-edge technology.
Our virtual event platform closely replicates attending in-person by facilitating interaction with speakers, one-to-one networking with fellow IR professionals, and group roundtable discussions. Going virtual helps you connect with a wider network from the comfort of your desk.
NIRI IRC® CREDENTIAL
Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.
To inquire about speaking at the forum, please contact [email protected] or call +44 20 3865 8103
AVP, senior analyst
Jon Ennis, AVP, Senior Analyst, leads the credit analyst group within the Mackenzie Fixed Income Team. His role involves oversight of more than $20B of corporate debt holdings.
Jon joined Mackenzie Investments in 2008, working in the Portfolio Operations department before joining the Fixed Income Team in 2010 as an Associate Investment Analyst. He has developed research coverage across a range of sectors such as Real Estate, Utilities, Infrastructure, Homebuilders, Building Products, Forestry, Aerospace & Defense, and Airlines. He has also helped to expand the credit research geographic footprint from North America to include Europe and Latin America and is also responsible for ESG integration across all corporate debt holdings.
Jon has a Bachelor of Commerce degree and an MBA from the Smith School of Business at Queen’s University. He is also a CFA charterholder.
Director of IR and communications
Sherritt International Corporation
Joe Racanelli is Director of Investor Relations with Sherritt International, the world leader in the mining and refining of nickel and cobalt from lateritic ores.
He has more than 20 years of investor relations, marketing and corporate communications experience. Prior to joining Sherritt, he led the Resources, Commodities and Industrials Practice of Canada’s largest capital markets advisory firm, NATIONAL Equicom, providing strategic capital markets counsel to senior management at assorted small and mid-cap companies.
Over the years, Joe has led the communication efforts for complex financial transactions valued at more than $3 billion, helped five companies go public, scheduled more than 500 road show meetings and established strong relations with buy-side and sell-side contacts around the world. He is a frequent speaker on IR issues and topics.
Joe is a graduate of the University of Toronto and Concordia University.
Vice president of investor relations
Dave Hughes was appointed vice president, investor relations and continuous improvement in January 2017.
Mr. Hughes joined Imperial in 1989 as a systems analyst in Toronto, where he supported refinery capital projects. He has since held a range of technical, supervisory and management positions within the company’s upstream, downstream and corporate groups. His depth and breadth of knowledge extends to refining, supply and transportation logistics, business analysis and reporting, upstream project management, and commercial pipeline work. Mr. Hughes’ career includes an international assignment with ExxonMobil, where he spent five years in various downstream roles in Fairfax, Virginia and Houston, Texas.
Today, Mr. Hughes leads the investor relations team and is responsible for the company’s continuous improvement efforts, with direct accountability to Imperial’s management committee. In his continuous improvement role, Mr. Hughes has leadership responsibility for Imperial’s Clarify. Simplify. Focus. program, where he leads a cross-functional team in the prioritization and capture of
efficiency initiatives to support the company’s business priorities of safety, operational integrity, reliability and profitability. Mr. Hughes holds a Bachelor of Science degree in Mechanical
Engineering from the University of Calgary and a Masters of Business Administration degree from Queen’s University.
Senior vice president of corporate development and investor relations
Adam Borgatti is Senior Vice President, Corporate Development and Investor Relations, responsible for leading Aecon’s Investor Relations program and supporting the executive team with developing long-term business plans, evaluating strategic initiatives, and leading the assessment and execution of Aecon’s acquisition opportunities. Mr. Borgatti brings a depth of experience and knowledge of both capital markets and the construction industry.
Prior to joining Aecon in 2009, Mr. Borgatti held leadership roles in the financial services industry, including Vice President, RBC Capital Markets, and Vice President, National Bank Financial. Before assuming his current position at Aecon in 2017-18, he served as Vice President, Investor Relations, at Scotiabank and was responsible for leading all aspects of investor relations, providing strategic direction, leadership and oversight for the company’s investor relations portfolio globally.
Over his career at Aecon, Mr. Borgatti has held leadership roles in the Energy and Infrastructure segments, Strategic Finance division, and previously served as Vice President, Corporate Development and Investor Relations. Mr. Borgatti holds a Bachelor of Commerce degree in Finance and Entrepreneurship from McGill University as well as the CFA and CPIR designations. He is a member of the Board of Directors for the Canadian Investor Relations Institute (CIRI) and serves as Audit Committee Chair.
Eric Wetlaufer provides counsel as a director, advisor and investor to a range of large public to smaller private companies, with a particular focus on technology and financial sectors.
He serves on the Board of Directors of TMX Group, Investment Management Corporation of Ontario (IMCO), Niyogin Fintech (Mumbai) and Enterra Solutions (Princeton, NJ). Previously, Eric served on the Board of the UN-supported Principles for Responsible Investment (PRI) and is past president of the CFA Society Boston.
As an institutional investor for over 35 years, he most recently was responsible for leading the CPP Investment Board’s Public Market Investments department, a multi-strategy platform of 220 portfolio managers analysts and traders investing globally over C$200 billion in publicly-traded assets and related derivatives. Prior to joining CPPIB in 2011, he was Group Chief Investment Officer, International at Fidelity in Boston. Prior, held the roles of Chief Investment Officer at Putnam Investments and Managing Director at Cadence Capital Management in Boston.
He earned a B.A. from Wesleyan University, Middletown, Connecticut, is a Chartered Financial Analyst (CFA) and a certified member of the Canadian Institute of Corporate Directors (ICD.D)
Lynn Antipas Tyson
Executive director, investor relations
Ford Motor Company
Lynn Antipas Tyson, Executive Director, Investor Relations for 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”
Co-founder and CEO
Vlad is a games industry professional with more than 24 years of experience. In 1995, during his freshman year, he started his career as employee #14 at Nikita Ltd. (now Nikita Online), one of Russia’s first game development companies. In 2000, Vlad graduated from Moscow State University with the M.Sc. in mathematics and programming, and spent the next year working as a software engineer on the Moscow team of the US-funded Voxster.
In 2001, Vlad and his colleagues co-founded G5 to develop PC and mobile games. Vlad has been the company’s CEO since inception, and he continued to write game engine code until 2003, after which he began focusing entirely on the business side. In 2008, the iPhone was released, and it created a new opportunity for the company. After finishing up large publisher contracts, G5 wanted to bring its own games to the promising iOS platform. In February 2009, the company’s first iPhone game, Supermarket Mania, was launched, quickly becoming the company’s biggest financial success to date. Anticipating the revolution that the iPhone was bringing to the industry, Vlad started G5’s publishing operations and set out to license popular PC hidden object games to bring them to this new generation of mobile devices.
In 2011, Vlad moved from Moscow to San Francisco to establish G5’s marketing operations in the US, the company’s largest market. Since 2013, when free-to-play (F2P) games started to quickly gain prominence on mobile, Vlad has been steering G5 to focus on this business model, with an emphasis on quality and fewer new releases. Today, Vlad continues to be deeply involved in the company’s strategy, marketing, and product development.
Chief executive officer
Chad Spitler is the Founder and CEO of Third Economy, a sustainable investment research and advisory firm. Chad was formerly a Partner at PJT CamberView, an advisory firm specializing in helping public companies engage with their investors particularly around complex or contested shareholder matters. He is most widely known for his role building what are now BlackRock’s Investment Stewardship and Sustainable Investing teams. As a Managing Director at the world’s largest asset manager, Chad led the team responsible for analyzing how environmental, social and governance (ESG) factors may impact financial performance, and integrating that analysis into investment decisions, proxy voting, corporate engagement and product development. His work facilitated billions of dollars of capital into sustainable investments and hundreds of public companies to integrate long-term thinking into their business strategies.
Chad speaks both publicly and privately with regulators, policy makers, non-profits, academics and the largest global companies and investors, to further the field of sustainable investing and transition the capital markets to a lower carbon economy. With over 20 years of institutional investing and sustainability experience, he sits on the Finance Working Group of the San Francisco Bay Conservation and Development Commission, and the Dean’s External Advisory Board of the University of Michigan’s School for the Environment and Sustainability. He holds an M.A. from the University of Colorado, Boulder and a B.S. from the University of Michigan, Ann Arbor.
Director of ESG shareowner engagement
Boston Trust Walden
Tim leads the firm’s shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. He is actively involved in representing the firm at public events and in fostering long-term client relationships. He is Chair of the ESG Research & Engagement Committee and a member of the Active Ownership Committee.
Tim began his career in 1971 and joined the firm in 2000. He served as Executive Director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years. ICCR coordinates corporate responsibility programs for over 300 religious, institutional investors using shareholder advocacy to influence corporate conduct and promote corporate responsibility. ICCR has been a primary player in the corporate responsibility movement and social investment community since the early 1970s.
In 2007, 2012 and 2013, Tim was named as one of the “Top 100 Most Influential People in Business Ethics” by Ethisphere Institute. He is a board member of Wespath (formerly the General Board of Pension and Health Benefits of the United Methodist Church). In 2010, he received the Bavaria Award for Impact at the third annual Joan Bavaria Awards for Building Sustainability into the Capital Markets. In 2011 and 2012 he was named one of the most influential people in corporate governance by the National Association of Corporate Directors. He also serves on a number of corporate sustainability stakeholder dialogue teams, including the Climate Action 100+ team engaging companies on climate change.
Tim previously served as Chair of US SIF: The Forum for Sustainable and Responsible Investment for five years, and presently serves as Co-Chair of its Public Policy Committee. He is also Co-Chair of the Investment Committee of the Thirty Percent Coalition. He is Chair of the Board of Shared Interest and former Chair of the Kimberly-Clark Sustainability Advisory Board.
Tim earned a BA from the University of Toronto and Masters of Divinity degree from Union Theological Seminary.
Chief financial officer and interim chief risk officer
Michael S. Smith is chief financial officer (CFO) and interim chief risk officer (CRO) of Voya Financial, Inc. (NYSE: VOYA), which helps Americans plan, invest and protect their savings — to get ready to retire better.
Smith — who became CFO in November 2016, interim CRO in April 2019, and also serves on Voya’s Executive Committee — is responsible for strategic finance, risk, capital management, actuarial, tax, insurance investments, controllership, financial reporting, procurement operations, expense management, treasury and investor relations. Smith also oversees Voya’s legacy individual life insurance and annuities businesses, which generate approximately 20% of Voya’s adjusted operating earnings.
Smith has held several leadership roles during his tenure at Voya. From January 2014 to September 2016, he served as chief executive officer (CEO) of Insurance Solutions. In this role, he led Voya’s Individual Life and Employee Benefits businesses to achieve higher returns on capital, introduce new technologies and generate greater value for Voya’s customers, distribution partners and shareholders. Under Smith’s leadership, both the Individual Life and Employee Benefits businesses generated higher returns on capital. He also oversaw significant in-force premium growth in Employee Benefits and successfully shifted the company’s Individual Life sales to indexed life insurance products.
From May 2012 to January 2014, Smith served as Voya’s CRO, and was responsible for overseeing the enterprise-wide and business-level risk monitoring and management program for the company. He joined Voya in 2009 as CFO and CRO of Annuities, and subsequently served as CEO of Annuities. In addition to his other roles at Voya, Smith continued to oversee Voya’s legacy variable annuity business until its sale in June 2018.
Prior to joining Voya, Smith held several leadership positions at Lincoln Financial Group, where he ultimately served as head of profitability and risk management of the company’s Retirement Solutions business. He also served as CFO and CRO of Lincoln Life and Annuities, from 2004 to 2006, and as CFO for Lincoln Financial Distributors, from 2003 to 2004.
Smith holds bachelor’s degrees in economics and Russian studies from the University of Michigan and attained Fellowship in the Society of Actuaries in 1990. He is a member of the American Academy of Actuaries and has been a CFA® Charterholder since 2003. Smith serves on the boards of The Actuarial Foundation as well as People’s Light & Theatre Company.
Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $7.5 billion in revenue in 2019. The company had $606 billion in total assets under management and administration as of June 30, 2020.
Vice president of investor relations
Greg Secord is Vice President, Investor Relations for Open Text Corporation with responsibility for relations with sell-side analysts and institutional investors. Mr. Secord has 20 years of IR experience in both North American and European capital markets, and has managed IR through over 50 acquisitions. He has consulted, advised and counseled many industry leaders including some of the largest technology and insurance companies in Canada. He has created presentation materials for the Toronto Stock Exchange to educate executives of newly listed companies on the fundamentals of best practices IR. He has also been quoted in industry trade publications and is a published contributor to post-secondary text books on business and accounting. He is the recipient of numerous IR Magazine Awards in Canada including for Best Investor Relations Officer, Best Overall Investor Relations, Best Use of Technology and Best Investment Community Meetings. Mr. Secord is incoming chair of NIRI’s Senior Roundtable, and is a past board member for NIRI’s Virtual Chapter, and the Canadian Investor Relations Institute (Ontario).
Senior vice president of governance and chief ESG officer
Ms. Sasfai is Verizon’s Senior Vice President, Governance & Chief ESG Officer. She is responsible for the company’s ESG strategy, disclosure, and related stakeholder advocacy. She leads a cross-functional team of lawyers and sustainability professionals responsible for corporate governance policy and Board affairs; ESG commitments, reporting and engagement; business and human rights; digital trust and safety; compliance with corporate and securities laws; legal support to investor relations and external reporting; and advising on other general corporate matters
In her current role, Ms. Sasfai serves as a management liaison to the Corporate Governance & Policy Committee of the Verizon Board of Directors, the committee charged with overseeing sustainability, governance, public policy and reputational risk.
Previously, Ms. Sasfai was Vice President and Associate General Counsel, Litigation for Verizon corporate. In that role, Ms. Sasfai was responsible for litigation and dispute resolution nationally for Verizon’s corporate, wireline, wireless and enterprise and government businesses.
Ms. Sasfai brings more than 20 years of experience to her role, including a strong background in regulatory, governance, public policy and corporate litigation. Ms. Sasfai previously served as a state regulatory attorney for Verizon New Jersey responsible for the operating company’s day to day legal and regulatory issues, including actions at the public service commission and state and federal courts.
Before joining Verizon, Ms. Sasfai practiced in the corporate and litigation groups of the New York City offices of Cleary, Gottlieb, Steen and Hamilton.
Ms. Sasfai holds a Juris Doctorate from the University of Pennsylvania where she graduated magna cum laude and a Bachelor of Sociology from Simmons College in Boston, Massachusetts. She is admitted to practice in federal and state courts in New York and New Jersey.
Executive vice president and chief financial officer
Sinclair Broadcast Group
Lucy Motsay Rutishauser is Executive Vice President and Chief Financial Officer for Sinclair Broadcast Group, Inc., a diversified media company located in Hunt Valley, MD. She is a finance expert with over 30 years of experience with companies at differing stages in their life cycle, including growth through mergers & acquisitions, downsizing, and diversification. She is involved in transformation across multiple disciplines such as sales, technology, digital, business development, risk management, and finance and sits on multiple steering committees including disclosure, communications, and technology/cyber, among others. Ms. Rutishauser has helped lead companies through complex financial and capital markets transactions, various economic cycles and the more recent pandemic. She frequently participates on industry panels, was recognized as Cynopsis’ ‘2020 Top Women in Media,’ Radio & TV Business Report’s 2019 ‘Best Finance Leaders,’ Media Financial Management’s 2018 ‘People to Watch,’ and Variety Magazine’s 2019 and 2017 ‘Dealmaker Elite’ list. Ms. Rutishauser graduated magna cum laude from Towson University with a Bachelor of Science degree in Economics and Finance and received her M.B.A., with honors from the University of Baltimore. Ms. Rutishauser is a member of the National Institute of Investor Relations and the Association of Finance Professionals.
Mr. Rice is a Portfolio Manager in the CalSTRS Corporate Governance Department and has been working in the governance group at CalSTRS for over 14 years. His main areas of focus are integrating sustainability considerations into CalSTRS investment processes and managing the CalSTRS Sustainable Equity Portfolio, an $875 million externally managed public equity strategy that employs fund managers incorporating environmental, social and governance (ESG) factors into their investment analysis.
Mr. Rice’s sustainability integration duties include analyzing potential ESG related risks and developing and implementing appropriate risk mitigation strategies. He also leads CalSTRS sustainability related engagement efforts and is the staff lead for the CalSTRS Green Initiative Task Force, a multi asset class team charged with identifying, implementing and reporting on environmental investment opportunities and risk management strategies.
Mr. Rice serves on the Advisory Board of the Climate Bonds Initiative and the Strategic Investor Initiative. Mr. Rice received an MBA from the U.C. Davis Graduate School of Management and a bachelor’s degree in Economics-Business from U.C.L.A.
Vice president of investor relations and ESG
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 sustainable solutions 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.
Global equities portfolio manager
Legal and General Investment Management
Shaunak is a Fund Manager at LGIM for the Real Capital Builder (RCB) strategy within the Global Equity team. At LGIM he focuses on understanding and identifying long-term themes impacting global industries or companies undergoing change. His sector specialism includes Technology, Telecoms, Autos and Consumer. Shaunak joined LGIM from Asian Century Quest; a multi-billion dollar fundamental focused long/short equity Hedge Fund based in New York with offices in Tokyo and Hong Kong. While at ACQ, he covered the European Consumer sectors, Global Autos and Pan Asian Consumer sectors. Prior to this, Shaunak started his career in Investment Banking at Morgan Stanley, where he advised clients on Mergers & Acquisitions, equity and debt restructurings. Shaunak is able to bring a global perspective towards investing by having grown up in Asia, worked in North America and now living in Europe.
Shaunak has a BComm from Queen’s University Kingston, Canada. Languages: English, Hindi, Bengali & Indonesian.
Vice president of investor relations and corporate communication
Myesha Lacy is Adverum’s vice president of investor relations and corporate communications and joined the Company in August 2019. Ms. Lacy has 25 years of experience as a communicator, providing strategy, development, and execution of communications programs, both internally and externally, for publicly traded pharmaceutical and biotechnology companies. Prior to joining Adverum, she was vice president, investor relations and corporate communications at Global Blood Therapeutics, Inc., a $3 billion market capitalization company. Previously, she led this function at ZS Pharma, Inc. (acquired by AstraZeneca PLC), Hyperion Therapeutics, Inc. (acquired by Horizon Pharma), and other publicly-traded biotechnology companies. Ms. Lacy earned a B.A. in Business from Holy Names University.
Mr. Krick, a Certified Public Accountant, served as Accounting Manager of the Company from 2014 till December 2017. He has 15 years of experience working with executives and management teams to improve processes and provide cost savings. He holds a Bachelor of Business Administration degree in Accounting from James Madison University. AJ is currently a member of the OTCQX Advisory Council.
CFA, director of responsible investing, VP
Martin is the Director of Responsible Investing, leading ESG integration and active engagement across $630 billion in Federated Hermes assets under management. He is a permanent member of Federated Hermes’ Proxy Voting Committee and Risk Management Committee and is a former Equity Portfolio Manager. Martin is an Adjunct Professor of Sustainable Finance at the University of Rochester and serves as an advisory member on the Sustainability Accounting Standards Board (SASB). He graduated from Cornell University magna cum laude with a BS in applied economics, earned a MS in law & accounting from the London School of Economics (LSE) and completed a post-grad in advanced risk management from the Yale School of Management.
Partner chief strategist and portfolio manager
Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.
Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.
In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.
Chief governance officer, vice president and corporate secretary
Ms. Foran is Chief Governance Officer, Senior Vice President and Corporate Secretary of Prudential Financial, Inc. Her role at Prudential also includes oversight of the Company’s Shareholder Services and Sustainability divisions.
She has been a corporate governance leader throughout her career at Sara Lee Corporation, Pfizer, Inc. and J.P. Morgan & Co., Inc. Ms. Foran is a director on the board of Orion Group Holdings, Inc. and serves on its Compensation and Nominating and Corporate Governance Committees. From December 2010 through May 2020, Ms. Foran served on the Board of Directors of the Occidental Petroleum Corporation. During her Board tenure, Ms. Foran served as Chairperson of its Sustainability and Shareholder Engagement Committee, Compensation Committee and Governance Committee. Ms. Foran previously served on the Board of Directors of The MONY Group and MONY Life Insurance Company.
Her proactive shareholder outreach and thought leadership on key governance issues has earned her global recognition as a leader in corporate governance. She has been recognized as one of the Most Influential People in Corporate Governance by Directorship Magazine for five consecutive years. In 2011, she was identified by Treasury and Risk Magazine as one of the Most Influential People in Finance. In 2013, Corporate Secretary Magazine named Ms. Foran “Governance Professional of the Year”. In 2015, Ms. Foran received both the Linda Quinn Lifetime Achievement Award from TheCorporateCounsel.net, and Corporate Secretary Magazine’s Lifetime Achievement Award.
Ms. Foran currently serves as an active member of many influential advisory boards including, co-chair on the Board of Directors of the Council of Institutional Investors, member of Board of Trustees of the American College of Governance Counsel, liaison to the American Bar Association’s Commission on Diversity and the Corporate Law Committee, Catalyst’s Advisory Board, the Weinberg Center for Corporate Governance’s Advisory Board, NACD’s Nominating and Governance Committee Chair Advisory Council, the Center for Audit Quality (CAQ) Stakeholders’ Advisory Panel and Cybersecurity Advisory Panel, the International Integrated Reporting Council, the International Corporate Governance Network’s Corporate Risk Oversight Committee, and, the Society for Corporate Governance’s Environmental & Social Working Group, Executive Director of Prudential’s Sustainability Council, and Executive Sponsor of Prudential’s ADAPT initiative.
Ms. Foran received her B.A., magna cum laude, and J. D. degrees from the University of Notre Dame. She is admitted to the New York, Illinois, Pennsylvania, and New Jersey (In-house) Bars.
Chief financial officer
Inger was appointed Chief Financial Officer on 1 March 2019. Prior to this, she was instrumental in building strong financial standings for several of Telenor Group’s adjacent and non-telco assets globally as Chief Financial Officer, namely for Norkring AS (part of Telenor Broadcast Holding), Telenor Digital Businesses, and Telenor Group Holdings. She has been with Telenor for over 11 years and has held several research and strategy roles where she developed her experience in business modeling, portfolio development and project management.
Inger holds a Master of Science, Institute of Industrial Economics and Technology Management from the Norwegian University of Science and Technology, Trondheim, Norway.
Co-CIO German and European mid caps
Allianz Global Investors
Heinrich Ey has worked at Allianz Global Investors since April 2006.
He is Co-CIO for European Small caps since 2016 and manages in his function retail and institutional money together with a team of 5 members. Before taking on his current role, he was managing an analyst team of six regional telecom and media analysts and covering 30 telecom stocks with his own modelling and formal recommendations. He was also the lead portfolio manager for the Allianz Telemedia funds, which has won several awards from Lipper and Euro Finanzen in the last couple of years. His focus had been also on digital disruption trends and their impact on traditional business models within his industries, and he is part of the jury for the German Stevie Awards since 2016.
Before taking on this role, Ey worked for four years as an analyst at AGI. Prior to that, between 2000 and 2002, he managed European and global equity funds for institutional and retail clients and was a member of the TMT sector team at Allianz Asset Management. He started his career in asset management in 1995 as a buy-side trader for equity, fixed income and derivatives at Allianz.
Chief investment officer
Terra Alpha Investments
Tim co-founded Terra Alpha Investments. He designed and oversees the firm’s investment processes and its funds.
Tim has over 30 years of experience in investment management. He spent the majority of his career at one of the largest active investment management firms in the world, Capital Group Companies. At Capital, Tim was one of the lead portfolio managers for many of the firm’s largest and most successful funds including Growth Fund of America, Capital World Growth and Income Fund, and EuroPacific Growth Fund. In total, Tim had direct responsibility for over $26 billion in client assets. During his 19 years at Capital, Tim lived and worked in Los Angeles, London, and Washington, DC. Throughout his career he has traveled extensively around the globe to build his expertise via on the ground research and meetings with company management teams and policy leaders.
Earlier in his investment career Tim was an equity analyst covering a diverse range of global sectors including consumer electronics, consumer staples, media, industrial companies, utilities (power and telecom), and electrical equipment. He was a Vice President and equity analyst at PNC Financial as well as an equity analyst at a unit of The Bank of Boston.
Additionally, Tim worked in London as an advisor to CDP, formerly the Carbon Disclosure Project, on strategic planning and organizational effectiveness. He also served as the Director of Strategic Planning for the Piedmont Environmental Council and has served as a Trustee of The Nature Conservancy (Virginia Chapter) and on the Board of Visitors of the College of William & Mary (including as Chair of the Finance Committee and the Investment Sub-committees). He was also the Chair of the board of the Reves Center for International Studies at the College of William & Mary.
He holds a BA in International Relations from The College of William & Mary and a MBA in Finance from Northeastern University. He has been a CFA charterholder since 1989.
Executive vice president of sustainability and chief human resource officer
The executive vice-president, Sustainability and chief human resource officer of Fortis Inc., Nora’s career with the Fortis Group spans 30 years. She was previously president and CEO of Fortis Properties, vice-president of hospitality services for Fortis Properties and vice-president of customer and corporate services for Newfoundland Power.
She earned a Bachelor of Commerce (Honours) and Master of Business Administration from Memorial University of Newfoundland.
Nora serves on the board of CH Energy and FortisAlberta, both Fortis utilities. She’s also served on the board of Newfoundland Power, a Fortis utility, as well as on the boards of Slate Office REIT and Memorial University of Newfoundland’s Genesis Group.
She is past chair of IHG Canada Owners’ Committee, the Newfoundland and Labrador Employers’ Council and Memorial University of Newfoundland’s Genesis Centre Selection Board, and past vice-chair of the Hotel Association of Canada.
director of portfolio management
PanAgora asset management
Dr. Mike Chen is a Director at PanAgora. In this role he is responsible for novel alpha research and model development in the Dynamic team and across the wider Equity group, and daily management of firm’s Dynamic portfolios. Dr. Chen’s current research interests are in the areas of machine learning/alternative data, ESG, and China A. Previously, he was a portfolio manager at PanAgora’s Stock Selector team.
Executive vice president and chief legal officer
As chief legal officer, Wendy Cassity is responsible for the oversight of all legal, corporate governance, intellectual property and regulatory activities across the company’s global operations.
Before joining Nuance in September 2018, she was general counsel of Zayo Group, a publicly traded communications infrastructure company, as well as general counsel of a publicly traded natural resources company. Previously, she was in private practice as a corporate transactional attorney at both McDermott Will & Emery LLP and Cravath Swaine & Moore LLP in their New York offices.
Wendy holds a B.A. from the University of Arizona in English and history and received her J.D. from Columbia Law School.
Head of investment stewardship
Ray A. Cameron, Managing Director, is the Head of BlackRock’s Investment Stewardship team for the Americas region based in New York. In this role, Ray leads a team of specialists responsible for engagement and proxy voting activities in relation to the companies in which BlackRock invests on behalf of clients. Through direct engagement with companies, the team encourages corporate governance practices that support sustainable financial performance over the long-term.
Prior to joining BlackRock, Ray most recently managed the corporate access engagement practice at several investment banking firms, including Stifel and Cowen. In these capacities, he oversaw teams that established and enhanced constructive dialogue with hundreds of portfolio companies’ boards and management teams.
Ray started his Wall Street career at Morgan Stanley on the institutional equity sales desk. After spending several years as a generalist, he became a technology specialist. It was in that capacity, he recognized the potential of corporate access as a stand-alone business opportunity. Ray is credited for creating and managing the first fully integrated corporate access team on Wall Street. His team included a diverse group of sector specialists who were responsible for driving engagements in their respective industries and enhancing relationships with corporate boards and management and with internal investment professionals within the firm.
He was subsequently recruited to re-engineer the corporate access engagement practice at Lehman Brothers. There he successfully maintained the entire team through the Lehman bankruptcy filing and the eventual acquisition of equity assets by Barclays.
Ray earned his Masters of Business Administration degree from Southern Methodist University, Dallas, Texas and his Bachelors of Business Administration degree from The University of Texas at Austin.
Rosanna manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Alex Illingworth. After graduating in economics from Bocconi University in 1996, she joined Paribas Asset Management as a junior fund manager. In 2000, she moved to M&G as a fund manager and director responsible for pan-European equity portfolios. As a senior European portfolio manager at Shell Pension Management Service from 2004, she controlled £710m of assets. Then, in 2006, Rosanna became a partner and pan-European fund manager for FrontPoint Management (UK). She came to Artemis in 2011 and is an Ambassador of the Diversity Project.
Chief financial officer
Sean Brown is Gibson’s Senior Vice President & Chief Financial Officer. In his role, he oversees the financial management of the company including, finance, accounting, tax, treasury and capital market financings as well as corporate planning and development, investor relations and enterprise risk management. Prior to joining Gibsons, Sean spent fifteen years in investment banking where he provided strategic, financial and capital raising advice to companies in the energy infrastructure sector across North America. Most recently he was a Managing Director in the Power & Energy Infrastructure Group at BMO Capital Markets, based in Calgary, and prior to that was with J.P. Morgan Securities Inc., based in New York. Sean holds a Business degree from Acadia University, an MBA from the Richard Ivey School of Business and is a CFA charterholder.
"You did a great job in a tough situation making it fun and engaging. Really wonderful work and congrats to you all."
"I was tremendously impressed with the content and also the seamless Hopin platform! Kudos to you and the IR team for pioneering these fantastic virtual events!"
"Great execution, clear planning, and wonderful networking!"
"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."
"I felt the virtual format was faced paced and moved quickly. The size of the panels was good for different points of views and perspectives.
"Hopin was a great platform - the 4 speakers in view really made it seem like they were sitting on a stage."
"So wonderful to see an event done, virtually, and so well in this crazy year."
"Great speaker line up and excellent online platform."
Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.
Below is a sample of some of our past virtual attendees:
|Job Title||Company||Job Title||Company|
|Associate vice president, investment relations||Canadian Tire Corporation||Senior vice president, investor relations||Wyndham Destinations|
|Chief financial officer||Gibson Energy||US chief representative officer||Samsung Life Insurance|
|Chief intelligence analyst, investor relations||Cisco||Vice president and head of investment relations||HP|
|Deputy chief economist||Scotiabank||Vice president corporate development||MARS Investor Relations|
|Director, capital markets and IR||Metamaterial||Vice president, corporate development & IR||Qualys|
|Director, customer engagement||Cision||Vice president, head of investor relations||Manulife Financial|
|Director, finance and investment relations||Martin Midstream Partners||Vice president, investment relations||Henry Schein|
|Director, investor relations||Home Capital Group||Vice president, investment relations||Pivotal|
|Director, investor relations||Indeed||Vice president, investment relations and corp comm||Arcutis|
|Director, investor relations||Universal Display Corporation||Vice president, investor relations||Aptiv|
|Director, investor relations||Virtu Investments||Vice president, investor relations||Canopy Growth|
|Director, sustainability & CSR||Coupa||Vice president, investor relations||CMS Energy|
|EVP, chief financial officer||Omnicell||Vice president, investor relations||e.l.f. Beauty|
|Executive vice president and chief financial officer||Sinclair Broadcast Group||Vice president, investor relations||Hughes|
|Managing director, head of investor relations||Annaly||Vice president, investor relations||Imperial Oil|
|President & chief executive officer||Alvopetro||Vice president, investor relations||Minera Alamos|
|Senior director, investment relations & corporate affairs||DCP Midstream||Vice president, investor relations||Okta|
|Senior director, investor relations||Cambium Networks||Vice president, investor relations||Tailored Brands|
|Senior vice president||Oracle||Vice president, investor relations||Wabtec|
|Senior vice president, corporate development and IR||Aecon Group||Vice president, investor relations & capital markets||Eventbrite|
|Senior vice president, corporate development and investor relations||Aecon||Vice president, investor relations & corporate development||Norbord|
|Senior vice president, investor relations||Eaton||Vice president, investor relations and corporate communication||Adverum|
|Senior vice president, investor relations||Hasbro||Vice president, investor relations and risk management||CooperCompanies|
Mediant provides technology that is smarter, faster and better to help our broker, issuer and fund clients take control of their investor communications in a transparent and seamless way. Our solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. Find out more at mediantinc.com.
OTC Markets Group Inc. (OTCQX: OTCM) operates the OTCQX Best Market, the OTCQB Venture Market, and the Pink Open Market for 10,000 U.S. and global securities. Through OTC Link ATS, we connect a diverse network of broker-dealers that provide liquidity and execution services. We enable investors to easily trade through the broker of their choice and empower companies to improve the quality of information available for investors.
To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.
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.
Why partner with us?
The IR Magazine Forum – North America brings together some of the most influential people in the IR community.
The event offers an effective approach to targeting clients when they are exploring how they can improve their IR practice. Through our unrivalled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.
The unique buzz we create at our virtual events – a far cry from a webinar – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their IR program to invest in, which service providers to engage and consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to the IR community.
We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Forum – North America. Get in touch with Ian Richman or call on +1 212 430 6865.
In the last 12 months, IR Magazine’s virtual events have attracted the highest, most diverse and senior attendees and experts in investor relations
The super early bird rate expires on August 20, 2021.
After this date the price will increase to the early bird rate of $95. The standard price booking price is $245.
If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.