The IR Magazine Forum – Small Cap is a best practice event on effective shareholder communications designed exclusively for CEOs, CFOs, IROs and advisors from small and micro-cap companies. Spanning multiple industries, the one-day virtual conference focused on the unique issues affecting small cap companies.
Timely event: Increasing sell-side coverage, managing volatility or getting the messaging right have always been a challenge for small companies. The economic fallout from Covid-19 means small caps are even more at risk when it comes to attracting the attention of investors and analysts in the coming months. With the year-end fast approaching, this event is perfectly positioned to help you take stock of the year-to-date, refocus and plan for 2020-2021
Benchmarking: it is a great opportunity to evaluate where you stand in comparison to your peers, how other small cap companies have managed and overcome similar challenges
Run lean: learn how to have a maximum strategic impact with limited resources – do more with less, learn how seasoned IR professionals prioritize their team
Unique format: far from a traditional webinar format, our virtual event platform enables attendees to have one on one video chat and participate in virtual roundtable discussions with fellow IROs from small and micro-cap companies globally.
Discover something new: learn about new technologies, innovations, and services that are available to help to transform your IR strategy, increase productivity and make better decisions
Network with the community: meet with investors, analysts, experts, and peers
In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the IR Magazine Forum – Small Cap took place as a virtual experience.
Using the latest cutting edge technology available, our virtual event platform closely replicates being there in person with the chance to interact with speakers and have one-to-one networking in-between panel talks.
Going virtual connects our attendees to even more attendees, from the comfort of their 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.
Welcome to IR Magazine's Small Cap Forum 2020
Laurie Havelock, editor-at-large, IR Magazine
SNAPSHOT: Impact of Covid-19 – what are the emerging risks and future outlooks for small and micro-cap IROs?
In a period of disruption to markets and IR programs there can be a risk of value-destructive IR driven by short term-ism. However, there are still opportunities to build credibility with the investor base during volatility and keep your eyes on the bigger picture. This session will take stock of the current market, the exposures on the small cap side and the current focuses for small cap IROs, provide an overview of how new regulations will affect small caps in the coming months, share how companies reacted, and how they should act moving forward.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
AJ Krick, chief financial officer, Smith Midland
Jason Paltrowitz, director and executive vice president, OTC Markets
Vlad Suglobov, co-founder and CEO, G5 Entertainment
PANEL: Owning the narrative: strengthening your message and ensuring the evolving market understands the story
With an unprecedented level of volatility in the market and uncertainty in the economy, it’s a challenging time to tell a consistent equity story. Public companies are encouraged to focus on their long-term value proposition, while also providing short-term operational updates. In this session, we will explore how messaging has evolved over the last year, and how you can ensure the market understands your story. We will discuss:
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Jason Fooks, senior vice president of investor relations & marketing, iStar and Safehold
Jason Mead, director of finance, Casella
Taylor Thoen, CEO, executive producer, BTV
PANEL: Getting corporate access & investor targeting right in a virtual world
Investors will almost always say that they won’t invest in a company without meeting the management team first. But the opportunity to shake hands and look someone in the eye seems far away, so how can small and micro-cap companies run a successful virtual corporate access program? For virtual investor meetings how ambitious should you be with your investor targeting and engagement efforts?
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Stan Kovler, vice president of strategy and investor relations, Extreme Networks
Loren Mortman, president, The Equity Group
Lindsey Reardon, corporate access manager, Wellington Management
PRESENTATION: Responding to the changing investor base during Covid-19, and attracting the right investors for your company
How has the small cap investor base evolved? Has there been a move towards passive vs active, value, or short-term investors? What does this mean for long-term prospects for small caps and liquidity?
Mike Coffey, vice president of strategy, Q4
Billy Eckert, head of surveillance and intelligence, Q4
BREAKOUTS: Join other delegates to discuss a key topic in our interactive discussions
In this session, delegates can participate in a secure video chat with fellow small cap IROs.
– How to run an IR program as a small or micro-cap: how to do more with less – From budgets to press coverage, messaging and marketing, this session will tackle the unique challenges of small and micro-cap companies, and will break down the key components of running an effective small or micro-cap IR program.
Tom Samuelson, founder, Magellan Yates
-Measuring IR to secure resources: Taking a qualitative and quantitative look at IR’s impact
IHS Markit’s latest research examines how the performance of 30 IR Magazine Award winners compares with their peers. In this session we will discuss the results of the study and how IR teams can showcase their achievements to secure resources. Tune in to discover:
Michael Miller, director, IR advisory, IHS Markit
Jason Oury, managing director, IHS Markit
PANEL: Generate visibility: targeting covering analysts & how to mitigate impact of the small-cap research squeeze
Sell-side coverage can help small and micro-cap companies gain more visibility, liquidity and trading volume. During times of crisis, a tenured sell-side analyst can also act as an extension of the IR team, helping to reassert a company’s equity story. But the perfect storm of MiFID II and Covid-19 has created a situation where small caps are lacking coverage. In this session, we’ll discuss how companies can stay visible to attract coverage, and what alternatives exists?
Moderator: Ben Ashwell, editor, IR Magazine
Victoria Hyde-Dunn, head of investor relations, 8×8
Jason Tsai, head of investor relations, Synaptics
Peter Tsvetkov, director of investor relations, CTT Correios de Portugal
PANEL: Responding to increasing ESG expectations with a small cap budget
At a time when ESG is gradually becoming an unwavering factor for investors and regulators worldwide, as well as when long-term focused ESG stocks outperform in 2020, it is challenging to know how small caps can keep up. This session will discuss what is realistic for a small cap, and how companies can look to implement an ESG offering without a big spend requirement.
Moderator: Ben Ashwell, editor, IR Magazine
Martin Jarzebowski, director of responsible investing, vice president, Federated Hermes
Chad Reed, vice president of investor relations and ESG, Hannon Armstrong
Eliza Riego, head of product and service innovation, TMX
Live Q&A with portfolio managers. What do investors want from small caps at this time?
This session gives the opportunity to have your questions answered by investors and analysts, understand how the markets are viewing key issues of the day, and what is driving current decisions.
Moderator: Jonathan Dickson, vice president, international corporate services, OTC Markets
Heinrich Ey, co-CIO German and European mid/small caps, Allianz Global Investors
William Hench, portfolio manager, principal, Royce Investment Partners
Gervais Williams, head of equities, Premier Miton Investors
Summary and 1-1 networking
We will now open the platform up for delegates to try out our 1-1 networking feature. Essentially it is chat roulette, so you will be matched at random with a fellow delegate and you will have a short time to chat and, if you like, exchange contact details.
Close of forum
To inquire about speaking at future events, please contact [email protected] or call +44 20 8004 4818
Director, IR Advisory
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.
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.
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.
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.
Vice resident of strategy and investor relations
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.
Vice president, international corporate services
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.
Chief financial officer
Head of equities
Premier Miton Investors
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).
Co-CIO German and European mid/small caps
Allianz Global Investors
Portfolio manager, principal
Royce Investment Partners
CFA, director of responsible investing, vice president
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.
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.
Head of investor relations
Head of investor relations
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.
Corporate access manager
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.
Senior vice president of investor relations & marketing
iStar and Safehold
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).
Director and executive vice president
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.
Director of investor relations
CTT Correios de Portugal
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).
Vice president of strategy
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.
The Equity Group
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.
Head of surveillance and intelligence
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.
CEO, executive producer
Head of product and service innovation
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.
Director of finance
Casella Waste Systems
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.
Each participant is someone with an established track record and a strategic IR role at a small or micro-cap company. 2019 attendees included:
|Job title||Company||Job title||Company|
|Analyst, corporate financial||RPT Realty||Executive assistant||Kadmon|
|CEO||Q BioMed||Investor relations||Safehold|
|CEO||Verb Technology||Manager of strategy, corp. development and investor relations||EnPro Industries|
|CFO||Smith-Midland Corporation||Manager, international small cap portfolio||The Royce Funds|
|CFO||Phunware||Manager, investor relations||Safehold|
|Co-founder, president||Intro-Blue||Senior director, investor relations||Veeco Instruments|
|Director, financial reporting||Bel Fuse||Sr. manager – IR & financial communications||Garrett Motion|
|Director, investor relations||Criteo||SVP, investor relations & marketing||Safehold|
|Director, investor relations||NAPCO Security Technologies||SVP, investor relations & treasurer||Titan International|
|Director, investor relations & corporate communications||Anterix||Vice president of finance||Bel Fuse|
|Director, investor relations & corporate communications||Kadmon||VP, investor relations||Iridium Communications|
|Director, IR||Constellium||VP, investor relations||Telaria|
|Director, IR||Nanobiotix||VP, treasurer||Glatfelter|
"Easy participation. Visibility and up-voting of questions."
"I was impressed by how seamless the virtual format was.
"Hopin was a great platform - the 4 speakers in view really made it seem like they were sitting on a stage."
"The discussion on research options was great"
"The Forum was truly focused on small cap and micro cap, which is hard to find elsewhere. All the attendees including the speakers, panelists and audience are navigating same challenges and excitements, therefore even the sideway chat was very open and helpful. "
"The networking was great, as were the speakers. IR Magazine is savvy to shine light on what is usually an overlooked sector in small caps. "
"The event was very well organized, and incorporated a cross-section of experts that spoke to various aspects of IR."
"Great to spend some time with people at different ends of the IR experience spectrum, looking at how they approach challenges in the role"
"Fabulous opportunity to talk about topical issues relevant to IR professionals across sectors and to share ideas and experiences"
"Very interactive, I liked the opportunities to discuss in the groups"
In association with
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 and OTC Link ECN, 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.
OTC Link ATS and OTC Link ECN are operated by OTC Link LLC, member FINRA/SIPC and SEC regulated ATS.
Founded in 1974, The Equity Group is an investor relations firm headquartered in New York City with expertise in strategic communications, investment community outreach and relations, market intelligence and advisory for micro through mid-cap companies, with a strong focus on both planning and execution. For some clients, we serve as an outsourced investor relations department – a virtual “office down the hall.” For larger companies with an IRO or similar internal capabilities, we provide an array of support services. We measure our client relationships in years – not months – and view each engagement as a long-term partnership opportunity. Our capabilities, results-oriented approach and commitment to clients lead to relationships that average 7 years and often span 10-20 years.
We are led by a seasoned team of professionals with over 175 years of aggregate experience. We combine legacy knowledge of capital markets communications, and an unparalleled reputation for integrity and client service with evolving industry best practices to design and execute investor relations programs that help deliver long-term stakeholder value. No magic wands, no smoke and mirrors, no special sauce – just hard work, tangible results, and a respect for clients’ time.
For more information, please visit www.theequitygroup.com
IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. IHS Markit’s private markets division is a premier choice for the private capital industry to address growing pressures for transparency and regulatory compliance. Our full range of products offers solutions for portfolio management, valuations, investor reporting, operating metrics, or investor performance.
For more information, visit ihsmarkit.com
Litchfield Hills Research is a leading provider of high-quality company-sponsored research that conforms to all FINRA regulations for quality and objectivity. Our model is unique in that our research appears on all buy-side platforms (e.g. FactSet, S&P Global, Thomson Reuters and others) and institutions can view it in real-time without having to seek entitlements from anyone. We also provide an Enhanced Targeting technique that is especially useful for IROs who would like investors in peers, customers, suppliers or all three to have real-time access to research reports on their company. Our Enhanced Targeting technique is especially useful if your current group of analysts focus on a single aspect of your business but your strategy is to move in another direction! Is your legacy business, for example, making products for the Medical Device Sector but corporate focus is now on the Industrial Sector? We can place our research where investors in Industrials will see and read it. We back it up with detailed readership data for our corporate clients every quarter.
We can provide a diagnostic that tells you where the research from your current analysts is and isn’t going. In a post MIFID II world, the list of who can see research is shrinking everywhere – except at Litchfield Hills Research.
Ask us for an Enhanced Targeting demo and a research distribution diagnostic which we provide at no cost.
We thank IR Magazine and OTC Markets for making this event possible.
To find out more information, please visit www.hillsresearch.com.
Magellan Yates is digital marketing and communications platform for financial enterprises. Magellan Yates provides a proprietary “end to end” solution for listed companies to execute virtual meetings, and to create, produce, and deliver digital content.
For more information, visit magyates.com.
BTV is a TV production and Digital Marketing Agency that helps issuers increase brand awareness to a national retail and institutional investor audience through unique services including:
BTV – Business Television, a half-hour weekly investment program, profiling emerging Canadian and US companies brings investors information for their portfolio. With Hosts, Taylor Thoen and Jessica Katrichak, BTV is broadcast on BNN Bloomberg, US-Biz TV and Air Canada and interviews top analysts plus showcases companies at their location for an insightful business perspective.
CEO Clips are short company video profiles broadcast to a large audience of investors on TV and 15+ financial sites including Reuters, Yahoo! Finance, Bloomberg and Stockhouse.com. More than 2000 companies have been featured.
TV Branding / Awareness Ads – creative company spots broadcast on BNN Bloomberg and US Bloomberg.
For more information please visit www.b-tv.com
Business Wire, a Berkshire Hathaway company, is the global leader in news release distribution and regulatory disclosure. Public relations, investor relations, public policy, and marketing professionals rely on Business Wire for secure and accurate distribution of market-moving news and multimedia. Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals, and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented NX Network. Business Wire’s worldwide newsrooms are available to meet the needs of communications professionals and news media globally.
For more information, visit BusinessWire.com
About Q4 Inc.
Q4 is a leading global provider of cloud-based investor relations and capital market solutions. Q4 empowers customers to be leaders in IR through innovative technology and exceptional customer service. Our comprehensive portfolio of communications and intelligence solutions, including websites, webcasting, stock surveillance, and IR Desktop arm industry professionals with the tools and insights required to run award-winning IR programs, make more effective decisions, and better engage with the investors. Q4 has offices in New York, Chicago, Toronto, Copenhagen, and London.
For more information visit www.q4websystems.com
About TMX Group (TSX: X)
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.
The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.
For more information, please visit www.irclub.ch
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
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 global Small Cap Forum brings together some of the most influential people in the IR community. Our audience recognize the sudden change of pace cannot be navigated alone and are constantly looking for partners to help shape their shareholder engagement strategy and execute it. This event provides partners an opportunity to position yourself as a critical partner to the community.
The unique buzz we create at our virtual events – which is a far cry from a traditional webinar – afford our partners exceptional opportunities to entertain visitors and show-case their expertise.
Becoming a partner means you will:
– Have the opportunity to support attendees at an event where they are looking for solutions
– Position yourself as a thought-leader and share expertise with your potential clients
– Get virtual face-time with senior decision-makers from the IR community
– Increase brand awareness and gain credibility through association with this timely event
– Generate qualified and targeted leads from the analytics provided by our virtual platform
– Be part of the community by participating in virtual roundtable discussions, understanding their challenges and sharing expertise
– Gain new business opportunities through higher-brand presence among potential clients
– Participate in one on one video chats to build relationships with new and existing customers
– Launch new products and solutions at our virtual event in your expo booth
All our partnerships are created using a mix of branding, thought leadership, lead generation and meetings with your target audience. You tell us your objectives and we will work with you to create you a package that’s makes sense for your company and will help you achieve those objectives.
To find out more about how we can help, contact Taylor Ray or call on +1 212 430 6895.
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