Mike Coffey is an experienced capital markets intelligence professional with over 20 years of service in the industry. In his current role as Vice President, Strategy Mike is instrumental in product innovation and growing Q4’s highly-respected market intelligence business. Prior to joining Q4 in 2015, Mike held senior roles in the investor relations space including Managing Partner and EVP of Oxford Intelligence Partners, Managing Director of NASDAQ’s Global Corporate Services Group and VP of Thomson Reuters’ Corporate Client Group.

Based in London, Jonathan is responsible for the OTC Markets Group’s business development efforts in Western Europe. In this role, Jonathan helps issuers to navigate the U.S. capital markets, globalise their investor relations outreach and implement best practices to maximize the success of cross-trading. Jonathan holds a BA from the University of Surrey and is a Chartered Fellow of the Securities and Investment Institute.

Jason Fooks is the Senior Vice President of Investor Relations & Marketing since Safehold’s (NYSE: SAFE) IPO in June 2017 and subsequent rebranding in February 2018. He is also the Senior Vice President of Investor Relations & Marketing at iStar (NYSE: STAR), SAFE’s founder and external manager, and has worked there since 2006. Fooks is responsible for communicating the company’s strategy, growth opportunities, and business initiatives to shareholders and the investor community. Prior to that, he worked in Capital Markets Intelligence at Thomson Financial (now NASDAQ) from 2003 to 2006. Fooks received an MBA from the Columbia Business School at Columbia University and received a BA in Economics from Brandeis University. Fooks has worked in the financial markets for the entirety of his career and is a long standing member of the National Institute of Investor Relations (NIRI).

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.

Stan Kovler is Vice President of Strategy and Investor Relations. In his role he advises senior leadership on various strategic initiatives working directly under the CEO and in concert with the executive team. He was a key advisor to the Extreme senior leadership team on the acquisition of Aerohive Networks. As head of Investor Relations, Stan is also responsible for communicating Extreme’s strategy and value proposition to investors, analysts, and the greater Wall Street community.

Prior to joining Extreme, Stan was the Small / Midcap IT Hardware and Networking analyst at Citi Research covering stocks across Communications Equipment, Storage, and Consumer Technology sectors. In that role he was recognized as an Institutional Investor Magazine 2017 “Rising Star” in both the IT Hardware and Networking sectors. Prior to Citi Research, Stan worked on teams covering networking and telecom equipment at Morgan Stanley, Merrill Lynch and Susquehanna. He started his career at Clearbridge Advisors, formerly Smith Barney Asset Management, on the buy-side.

Stan has an MBA from Columbia University and a bachelor’s degree, with honors, from CUNY Baruch College.

Michael Miller, Director, IR Advisory, is an IR veteran with over 20 years of experience in the financial services industry. He is focused on providing innovative solutions and actionable intel to clients through IHS Markit’s unique product and service offerings. Additionally, he is responsible for global thought leadership initiatives.

Prior to joining IHS Markit, Michael spent 5 years abroad as Head of Investor, Media & Public Relations at National Bank of Abu Dhabi. Before that, he held leadership roles at leading global institutions including BNY Mellon, Dun & Bradstreet, Arthur Andersen and T. Rowe Price. Michael earned his bachelor’s degree in Accounting at University of Delaware and an MBA in Finance at University of Maryland. He is a CFA charterholder.

Loren joined The Equity Group in 1997. For 10 years, she developed and implemented comprehensive investor relations programs for clients in various industries involving written communications, investment community outreach, media relations, market intelligence and advisory. In 2007, Loren became a Senior Vice President, focusing on corporate development, and was appointed President in 2013. Prior to joining The Equity Group, Loren was as an Investment Banking Analyst at Brenner Securities. Loren earned her BBA in Finance from the Goizueta Business School at Emory University.

Jason Oury, Managing Director, leads IHS Markit’s Global Issuer Solutions Advisory business, overseeing over $50M in revenue with a team of over 200 employees and analysts operating in multiple, international locations. This division has become the largest, organically grown investor relations service provider in the history of the industry. Jason’s organization services over 1,000 corporate clients, helping them help them turn investor relations into a competitive advantage by providing effective workflow solutions and critical market intelligence.

Before being acquired by IHS Markit in 2018, Jason joined Ipreo in November 2006 as a Director in the Global Markets Intelligence group, servicing a diverse mix of clients in several sectors, where he acted as a trusted adviser to senior management and investor relations departments. Before joining Ipreo, Jason was an Associate Director on Thomson Reuters’ market surveillance team, providing crucial ownership and investor intelligence to investor relations departments in both the Biotech and Energy sectors. Jason graduated from Fordham University’s Master’s program in International Political Economy, and earned a BS in Finance from the University of Rhode Island.

Jason Paltrowitz is Executive Vice President, Corporate Services at OTC Markets Group, where he is responsible for managing the firm’s international and domestic Corporate Services business. Drawing upon his expertise in cross-border trading and as a recognized proponent of Reg A+ and small company capital raising, Jason is an advocate for small cap issuers, start-ups, and entrepreneurial innovators working to alleviate the cost, time and complexity associated with being a public company. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division.

Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division. Jason currently serves on the Board of Directors of the Crowdfunding Professional Association (CfPA) and also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor’s degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.

As the Corporate Access Manager based in Boston, Lindsey is for is responsible for building out and overseeing Wellington’s Corporate Access function for the Americas. This involves the coordination and management of access to corporates and experts globally in partnership with investors. It also includes on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and bespoke field trips. Lindsey manages the planning, execution, and Wellington’s involvement in all conference initiatives. Lindsey also represents the firm to investor relations contacts when appropriate.

Lindsey previously worked at Jefferies & Co., where most recently she was co-Head of Boston Equities, and held a number of roles in equity sales and Corporate Access. (2007 – 2019). Prior to Jefferies, she was a sales and trading assistant at Piper Jaffray (2005 – 2007). Lindsey began her career at Wellington, as the assistant to the Finance team (2003-2005).

Lindsey received her Bachelor of Business & Communications from Roger Williams University in 2003.

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.

Tom is the founder of Magellan Yates LLC, a financial communications and content creation company.   Magellan Yates works with listed companies and stock exchanges to provide digital initiatives to make a direct connection to investors.   Tom spent 30 years in capital markets, private equity and asset management before establishing Magellan Yates, working at some of the largest Wall Street banks and on the buyside as a Portfolio Manager investing in global equities.   Tom is an adjunct lecturer at NYU Stern and a graduate of Columbia University.

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.

Jason has 25 years of experience in finance, IR, corporate development and Wall Street in growth and emerging technology sectors. He joined Synaptics in 2019 as the head of Investor Relations and since then, has been an integral part of the management team in driving significant corporate transformation and turnaround for the company. He created and built their internal IR practice, spearheaded their ESG compliance and accountability efforts internally and has significantly increased the company’s visibility with investors and analysts.

Prior to Synaptics, he created and led Silicon Motion’s investor relations program for more than 10 years, earning two Best IR by an Asia-Pacific company in the US market awards from IR Magazine. Prior to Silicon Motion, Jason spent 12 years at various investment banks as their senior research analyst covering wireless technology.

Director, Investor Relations, CTT- Correios de Portugal, S.A. (“CTT”)
CTT is the postal operator in Portugal, similar to Royal Mail in the UK

Peter led the 2013 IPO of CTT, a landmark €828m transaction which re-opened the IPO market in Iberia (first IPO since 2010). Manages the relationships with the regulator, stock exchange, analyst coverage consisting of 8 research departments, corporate access coverage comprised of more than 10 brokers, and highly diversified global institutional investor base. Organises circa 15 days p.a. in external management meetings with investors, including roadshows and conferences and the inaugural 2015 CTT Capital Markets Day. Leads a team of 3 IR professionals.

Previous relevant experience in various strategy roles with the likes of Oliver Wyman and Barclays in London. MBA from Texas Christian University in the USA (1996) and MSc in Finance from London Business School (2003).

Gervais Williams is Head of Equities at Premier Miton Investors and manages a number of funds and trusts that aggregate to over £1.5bn, he joined the group in 2011. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was Head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, and a board member of the Quoted Companies Alliance. He was a member of the Patient Capital Review panel with the Chancellor of the Exchequer two years ago where the recommendations were put into legislation in the subsequent budget. Gervais Williams has published three books, ‘Slow Finance’ in the autumn of 2011 (Bloomsbury), ‘The Future is Small’ published in November 2014 (Harriman House) and ‘The Retreat of Globalisation’ published in December 2016 (Harriman House).

Billy Eckert is the Head of our Surveillance & Intelligence division at Q4 and has been involved in surveillance and investor relations consulting for 7 years, serving clients ranging in market caps from $100M to $90B. Billy has advised across a number of sectors including: Industrials; Transportation; Materials; Energy; Consumer Goods; Financials; Communication Services; Consumer Services; Technology; and, Utilities. Over his career, Billy has provided critical and actionable intelligence to Investor relations officers and C-Level executives on equity and options trading, shareholder intelligence, shareholder targeting and best practices in the field of investor relations, partnering with some of the world’s most renowned publicly traded companies.

Eliza Riego, Head Product and Service Innovation, studied Environmental Studies and Geographic Information Systems prior to joining TMX Group.  Having worked in multiple departments at TMX, over the last 12 years, Eliza has been focused on developing products, services and professional development opportunities for publicly listed companies on Toronto Stock Exchange and TSX Venture Exchange.  Recently, Eliza created ESG 101, a hub for ESG resources for issuers, and co-produced the updated Primer for Environmental & Social Disclosure.

Ben Ashwell is the editor at IR Magazine, covering investor relations, governance, risk and compliance. Prior to this, he was founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ashwell was vice president and editor at Executive Grapevine, overseeing a daily news website, 10 annual supplements and HR Grapevine, the UK’s leading HR and talent management 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.