IR Magazine

IR Magazine Forum – US
IR strategies for 2021

Tuesday, March 23, 2021

Virtual event: Live and available on replay

About the forum

The IR Magazine Forum – US 2021 brings IR professionals together from across the United States to plan their IR strategies for the year ahead

A new administration and SEC regime, ongoing uncertainty related to the scale and timelines of Covid-related disruption, and continued growth of ESG changes the regulatory outlook, IR strategies, and communications plans for US issuers.

This forum aims to help you make big decisions around your IR calendar, create a concise messaging plan, and maximize your investor relations efforts in 2021.


AN INTERACTIVE, VIRTUAL EXPERIENCE

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.

Agenda

All times displayed are in Eastern Time (ET)

View the 2021 PDF agenda here

  • 10:30 AM
    Welcome to the IR Magazine Forum – US 2021

    Ben Ashwell, editor, IR Magazine

  • 10:45 AM
    Regulators and a recovery: Buyside trends and the latest happenings in IR

    As the conduit between markets and management, it is essential to keep your finger on the pulse of market trends and investor sentiment. This session will look at how the buy-side views lifting restrictions and opening up the economy, the regulatory direction with the incoming administration, and more recent news in investor relations.

    • Learn how optimistic investors are about the coming months and the impact of opening up the economy
    • Discover the issues that are top of mind for the buy-side and issuers
    • Understand the direction of travel for future regulations with the backdrop of a new administration and SEC chair
    • Discuss whether the recent increase of retail investors will have a lasting impact on markets, 13F reform, and investor relations

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Gregg Lampf, vice president of investor relations, Ciena Corporation
    Dylan Yaworski, director of the perception study practice and research center of excellence, Corbin Advisors

  • 11:30 AM
    2021: The IRO launching pad to loftier success

    Discover how the IR role has evolved and is becoming one of the most critical partnerships to management teams and Boards. Learn about the emerging career opportunities that are taking the spotlight, which will influence the direction of the profession for the next five years.

    • Understand what boards and executives are envisioning for the future of the investor relations function IR leaders
    • How can ambitious IROs become more involved in corporate development, sustainability, strategy, and treasury activities
    • Will the concept of Special Purpose Acquisition Companies impact the IR profession, and if so, how?
    • Have virtual working arrangements affected the IRO role, and how will this affect the future talent pipeline for the profession?

    Moderator: Ben Ashwell, editor, IR Magazine
    Smooch Repovich Reynolds, managing director of the global IR and chief communications officer practice group, ZRG Partners

  • 12:00 PM
    Networking break

  • 12:15 PM
    The outlook for stocks and bonds in the context of the broader financial market

    At a time of significant disruption in markets, we look into the impact of recent events on how companies raise funds and the overall effect on the competition for investment dollars on a broader scale. In an environment where “macro matters” more than ever, we hear a top-down perspective on the major market forces that drive earnings.

    • Understand the long-term effect Covid-19 and stock market volatility will have on equities compared to fixed income
    • Learn about the impact of monetary and fiscal stimuli on markets and how liquidity plays into 2021 investment views
    • Debate if the investment industry pays enough attention to tail risks and black swan events?

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Sébastien Page, head of global multi-asset, T-Rowe Price

  • 13:00 PM
    [Roundtable discussion] Transitioning back to hybrid meetings

    In another forward-planning session, we will be using the interactive format to talk through how you can prepare for the transition back to in-person meetings. Join this session to discuss how to manage participation, access, and activism as part of your IR activities.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Simon Bryan, Managing director, Americas, Lumi

  • 13:30 PM
    Networking break

  • 13:45 PM
    Stream One: A guide to ESG index and fund inclusion

    In this session, we will provide practical insight into actions teams can take to be included in ESG indexes or large ESG funds, aiming to take the ESG conversation forward from ‘you need to report’ to ‘how and what to disclose.’

    • Learn about the specific disclosures you should focus on to qualify for an ESG fund at large institutional investors
    • Debate the value of ESG teams at funds and how ESG is starting to impact decisions outside of dedicated responsible investment teams
    • Hear about the ESG investors and proxy advisors’ priorities in 2021 and what you can do about it

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Andrea DeMarco Sieger, senior vice president of investor relations, corporate communications and ESG, Norwegian Cruise Line Holdings
    Mary Green, portfolio manager, Federated Hermes
    Sonia Zugel, chief executive officer, ESG Playbook

  • 13:45 PM
    Stream Two: Post-pandemic messaging and attracting analyst coverage

    Share ideas about what companies can do with strategic communication plans to attract the right investors as we come out of the pandemic. In particular, this session will focus on the content of their messaging and which mediums can best deliver that message.

    • Will Covid-19 permanently change investor behaviors and priorities?
    • How to increase your company and management’s visibility in the broader media
    • What are investors and analysts looking for in 2021 from businesses, and will companies need to suspend guidance in 2021?
    • How are will different investors be affected in this environment, and what you can do to tailor your approach

    Moderator: Ben Ashwell, editor, IR Magazine
    Andy Rusie, chief financial officer, Whole Earth Brands

  • 14:30 PM
    International exposure and opportunities for new capital sources exposed by the pandemic

    This session explores created by the pandemic for increased targeting of international analysts and investors. Discuss to get more value out of their shareholder ID activities and apply strategies to internationalize your shareholder base.

    • Ascertain whether internationalizing your investor base by discussing the pros and cons of targeting global investors
    • Understand the different routes and mechanisms, and communication tools that you can use to get noticed by the international investment community
    • Learn about the nuances of going on the road in alternative markets, and understand what investors expect in terms of meeting structure
    • Discuss the impact that Mifid II has had on international investors and what you can do to overcome the challenges of having holders from regions that don’t disclose as much as home-country investors
    • Learn about the latest regional trends uncovered by the IR Magazine Roadshow Report and apply them to your targeting strategy

    Moderator: Ben Ashwell, editor, IR Magazine
    Ari Davies, global head of corporate analytics, IHS Markit
    Keri Mattox, senior vice president of investor relations and chief communications officer, Zimmer Biomet

  • 15:15 PM
    Networking break

  • 15:30 PM
    Expanding your reach and knowing your shareholders better through your investor meetings

    IR teams have done a brilliant job at shifting to virtual investor meetings and getting to grips with the practicalities of the medium. This session looks at how to use virtual meetings as a strategic element of your IR program, which can add value provide vital feedback to inform your activities.

    • How to turn data such as engagement scores, interest-levels, and connectivity to content into actions
    • Learn how to attract and manage a broader audience through your virtual IR activities and find quick wins to engage your retail shareholders
    • Understand which events companies and investors are hosting and attending, how that has changed and what the future holds

    Moderator: Ben Ashwell, editor, IR Magazine
    Mark Loehr, chief executive officer, OpenExchange

  • 16:00 PM
    Corporate access is changing… but how are you adapting?

    This session evaluates the impact of Mifid II, Covid-19, and increased direct contact with the buy-side on corporate access. We discuss the resources, strategies, and tactics IROs need to help them make the most of their investor meeting.

    • Learn about the lasting effects Mifid II, Covid-19, and the growth of in-house corporate access will have on the investor-issuer-broker relationship
    • IROs are engaging investors directly more and more. Discover how to make the most of your engagements and leverage relationships with corporate access professionals on the buy-side
    • Understand how to find new funds, portfolio managers, and analysts through your relationships with corporate access teams, and discuss the importance of feedback as a strategic tool

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Mark Labay, executive vice president and chief financial officer and treasurer, Everi
    Catherine Miles, director and head of corporate events, SVB Leerink

  • 16:30 PM
    Networking break

  • 16:45 PM
    Making the most of your virtual shareholder meetings

    Increased adoption of virtual shareholder engagements demonstrated the need to improve processes and policies surrounding the format. This session will discuss the practical and strategic aspects around admitting beneficial shareholders and delivering an effective AGM.

    • Learn lessons from challenges faced during previous virtual shareholder meetings
    • Discuss what considerations need to be made for the proxy process to ensure that virtual AGMs best replicate an in-person meeting
    • Discover the practical steps that you can take to provide access to beneficial owners

    Moderator: Ben Ashwell, editor, IR Magazine
    Sherry Murdoch Moreland, president and chief operating officer, Mediant Communications

  • 17:15 PM
    Natural Language Processing’s role in an investor relations program

    Given the increased focus of natural language processing and machine learning from investors, we examine how this emerging practice impacts an investor relations officer’s role.

    • Discover the adoption of these techniques among investors and how much of a material impact they have on IR teams.
    • Is it a better use of IR teams’ time to focus on algorithms or the use of NLP as a feedback mechanism?
    • Control your controllables: Debate whether it is a better use of IR teams’ time to focus on algorithms or the use of NLP in your shareholder targeting
    • Discover the type of NLP applications beyond single words and generic sentiment that you can use to build trust with your investors.

    Moderator: Ben Ashwell, editor, IR Magazine
    Nick Manzing, director of research, Sentieo

  • 17:30 PM
    Summary and end of conference

What our virtual attendees say

"You did a great job in a tough situation making it fun and engaging. Really wonderful work and congrats to you all."

Etsy

"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!"

SASB

"Great execution, clear planning, and wonderful networking!"

Telsey Advisory Group

"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."

llumina

"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.
"

Murphy Oil Corporation

"Hopin was a great platform - the 4 speakers in view really made it seem like they were sitting on a stage."

DFIN

"So wonderful to see an event done, virtually, and so well in this crazy year."

BCW

"Great speaker line up and excellent online platform."

NYSE

What to expect

Watch this quick video to understand about the IR Magazine Forum – US aims and themes

Speakers

To inquire about speaking at the forum, please contact [email protected] or call +44 20 3865 8103


Who attends our virtual events

Our attendees are leading IR practitioners from across the US. Each participant is someone with an established track record and a strategic IR role within their company. Below is a sample list of attendees that have joined us in the past:

Job title Company Job title Company
CFO Casella Waste Systems Senior director of investor relations Maravai LifeSciences
CFO White Gold Senior director of investor relations Wendy’s
Director of investor relations CMS Energy Senior manager of investor relations Danaher Corporation
Director of investor relations Kansas City Southern Senior manager of investor relations American Water Works Co
Director of investor relations MSA Safety Senior VP of investor relations Camden Property Trust
Director of investor relations Procter & Gamble SVP of investor relations Fleetcor Technologies
Director of investor relations The Home Depot SVP of investor relations Salesforce
Director of investor relations Stoneridge SVP of investor relations T-Mobile
Executive vice president Mastercard VP BlackRock
Head of investor relations 8×8 VP and investor relations officer The Coca-Cola Company
Head of investor relations Cognizant VP of investor relations Best Buy
Head of investor relations National Grid VP of investor relations Boston Scientific
Head of investor relations Postmates VP of investor relations ConocoPhillips
Head of investor relations Prudential VP of investor relations Discovery
Head of investor relations RingCentral VP of investor relations Etsy
Manager of investor relations Baxter VP of investor relations Fortis
Manager of investor relations Duratex VP of investor relations Hilton
Manager of investor relations Exxon Mobil VP of investor relations JLL
Manager of investor relations First Republic Bank VP of investor relations Medtronic
Manager of investor relations Microsoft VP of investor relations Xylem


Request full past attendee list

Become a partner

Why partner with us?

The IR Magazine Forum – US brings together some of the most influential people in the IR community.

The event offers an effective approach to targeting clients when exploring how they can improve their IR practice. Our events are guaranteed to attract a qualified audience through our unrivaled knowledge of the subject matter and commitment to in-depth agenda research.

Far beyond a simple webinar, our multi-faceted and highly interactive virtual events create a unique buzz and facilitate great engagement with investor relations heads. Our partners have meaningful conversations with corporates that are looking to invest in their IR program. 

As a partner for this event, you will 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 – US. 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 the investor relations community.

Partners

Book your place

The early bird rate expires on March 5, 2021. 

After this date, the price will increase to the full rate of $245.

If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.

Contact us

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