The IR Magazine Awards – US honors excellence in the investor relations profession. For 2020 we will be bringing the awards ceremony to you virtually. Click here to register your place for free.
Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys behind the awards. The result: vital benchmarking information on which companies do the best IR.
Over the last two decades the awards program has expanded to recognize more aspects of investor relations, particularly the contributions of senior management, as well as to identify the best IR by sector. In addition, the research now covers the perspective of winning companies in addition to the views of analysts and investors.
We present two types of award categories – researched and nominated – both celebrating the success of those individuals and companies that are leading the way in IR across the US. For our researched categories, companies do not submit nominations. Instead, hundreds of analysts and investors cast their votes and give their opinions on which companies do the best IR in the US.
In our nominated categories, companies have the opportunity to nominate themselves or other publicly listed companies, free of charge, for aspects of IR that complement our researched categories. More information on the categories and how winners are chosen can be found below.
Our awards-by-research nominees are determined by the input of hundreds of analysts and portfolio managers, who give their opinions on which companies provide them with the best IR service in the US.
JPMorgan Chase & Co
Kansas City Southern
Matador Resources Company
Varian Medical Systems
Casella Waste Systems
Sixth Street Specialty Lending (formerly TPG Specialty Lending)
Virtus Investment Partners
Boston Scientific, Susan Lisa
Danaher, Kelly Brame & Matthew Gugino
General Electric, Steve Winoker
Hilton Worldwide Holdings, Jill Slattery
Zimmer Biomet, Coleman Lannum
Camden Property Trust, Kimberly Callahan
Clean Harbors, Jim Buckley
Darden Restaurants, Kevin Kalicak
LendingTree, Trent Ziegler
Wyndham Destinations, Christopher Agnew
General Electric, Lawrence Culp, CEO & Jamie Miller*, CFO
JPMorgan Chase & Co, Jamie Dimon, CEO & Jennifer Piepszak, CFO
Microsoft, Amy Hood, CFO & Satya Nadella, CEO
The Home Depot, Craig Menear, CEO & Carol Tomé**, CFO
Casella Waste Systems, John W. Casella, CEO & Ned Coletta, CFO
Domino's Pizza, Richard Allison, CEO & Jeffrey Lawrence, CFO
Essex Property Trust, Angela Kleiman, CFO & Michael Schall, CEO
JPMorgan Chase & Co
The Allstate Corporation
The Hartford Financial Services Group
Union Pacific Corporation
Becton Dickinson & Company
The Adecco Group
Hilton Worldwide Holdings
The Home Depot
CVS Health Corp
Procter & Gamble
The Coca-Cola Company
Enterprise Products Partners
Magellan Midstream Partners
Matador Resources Company
American International Group
JPMorgan Chase & Co
The Allstate Corporation
Thermo Fisher Scientific
Varian Medical Systems
Kansas City Southern
Newmont Mining Corporation
Brixmor Property Group
Camden Property Trust
Essex Property Trust
Simon Property Group
American Electric Power
The first thing to explain is that our awards are different from most others: for our awards by research, companies do not submit nominations. The winners are identified by in-depth research and any publicly traded company is eligible to be considered. This survey is the only one of its kind to go directly to the investment community, via a combination of an electronic survey and one-to-one telephone interviews, canvassing the opinions of the people who matter to you most.
July 2019: Sample selection
IR Magazine has been building investment community databases over the past 30 years. As part of the updating process, listed companies are contacted every year for details of the professionals who currently cover their stock. These details are combined with Ipreo’s list of US investment community contacts to produce a total of around 50,000 investors and analysts.
September 2019: Electronic survey
IR Magazine then conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. The electronic survey typically receives 200 individual responses from the investment community. These responses then go to Mary Maude Research for initial analysis. The research firm determines what will constitute a representative sample, weighted for industry sector.
September – November 2019: Telephone survey
The telephone survey then gets under way. The researchers conduct in-depth interviews with an additional 250 portfolio managers and analysts across the US. Many of them participate in the study year after year, but there is always a healthy proportion of new respondents each year as well. As the research progresses, the sample is adjusted to ensure appropriate weightings are maintained.
Once the survey stage of the research is completed, the final analysis is undertaken. The companies with the highest scores make the short lists for the awards categories, and the points are further analyzed to identify the best exponents of IR by sector. The independence of our research is crucial to the integrity of the whole awards program, so IR Magazine sees the results only once the research is complete. This ensures a transparent, independent set of results that IROs can trust as a valuable benchmarking tool.
December 2019: Short list compiled
IR Magazine receives the results in December and contacts the short-listed companies to give them the good news. The short list is then published to the entire IR community the month before the event.
September 16, 2020: Winners announced
And finally… on the night of the awards, the winners are announced and receive their trophies at a black-tie gala dinner in New York.
Coming soon: Report published
Shortly after the awards, the Investor Perception Study – US 2020 report is published and made available to IR Magazine subscribers.
"Always excellent format and venue. LOVED the elementary school drum line!"
"Great networking with the best of the best"
"Amazing award show. Organized and executed very professionally and a lot of fun to attend."
"IR Magazine always puts on an excellent event. I look forward to attending each year. I really appreciated the opportunity to submit a self nomination and liked the addition of a judging panel. I believe there are a lot of companies doing great IR that don't get named in the other categories. You do a great job. Keep it up!"
"Overall it is a great evening and very well organized."
"Charming and quick - especially given the number of awards, IR Magazine are doing great!"
"This is a great networking event that's also a lot of fun. I really enjoyed it."
"Great opportunity for networking in an amazing place and with an unexpected very entertaining gala."
"IR Magazine pulled off a great event, as every year"
For our awards-by-nomination categories, individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial members.
Hersha Hospitality Trust
Tractor Supply Company
Etsy, Gabriel Ratcliff
Fifth Third Bank, Chris Doll
Kadmon Pharmaceuticals, Ellen Cavaleri
Visteon Corporation, Kris Doyle
Xylem, Matt Latino
Awards by nomination categories differ from our traditional researched awards, as individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial members.
The judging process is made up of three simple phases:
Phase one: The IR Magazine editorial team reviews the entries and produces the shortlist.
Phase two: The shortlisted entries are shared with an independent judging panel of industry experts. The judges review each shortlisted entry and select their top two picks.
Phase three: The judges come together for a discussion to select the winners.
The judges’ votes are not made public, but their comments may be published in articles or reports after the event
Carol Murray-Negron is President of Equanimity, Inc. Ms. Murray-Negron coaches senior executives and leaders to optimize their performance, leadership presence, and strategic communications, and is an adjunct professor of investor relations at New York University’s School of Professional Studies. Ms. Murray-Negron’s corporate experience includes senior positions with Avon Products, Inc., in both U.S. and International. During her tenure as Vice-President, Investor Relations, Avon’s IR program received industry recognition as “Most Improved IR” among mid-cap companies. Other senior positions at Avon included Marketing Vice-President of Asia-Pacific, where she implemented a coordinated regional marketing strategy and also held line (P&L) responsibility for two Asian markets, and Regional Vice-President of U.S. Sales, where she provided motivational leadership to Avon’s largest sales group. Ms. Murray-Negron received IR Magazine’s Lifetime Achievement Award, and is a Fellow of NIRI. She holds an M.F.A. in Drama from Yale University and a B.A. in English from Chatham University, where she received the 2016 Alumni Leadership Award.
President & CEO
Gary LaBranche, FASAE, CAE, is the president & CEO of the National Investor Relations Institute (NIRI). As CEO, LaBranche provides strategic executive leadership to advance the NIRI’s mission and goals. He represents NIRI to regulators, lawmakers, the media and other audiences.
An association professional for 37+ years, LaBranche has served as CEO for three other organizations and as a senior executive at the American Society of Association Executives (ASAE) and the U.S. Chamber of Commerce. Prior to joining ACG, LaBranche was CEO for the Association Forum of Chicagoland.
He is the author of 300+ articles, podcasts and columns and the book, “The Association CEO Succession Toolkit” published by ASAE in 2018. He authored the chapter, “Managing the Complex Association Enterprise” in ASAE’s Handbook on Professional Practices in Association Management, 3rd edition. He has consulted/presented to 300+ associations.
Allianz Global Investors
Robbie is an ESG analyst with Allianz Global Investors, which he joined in 2014. After 3 years in London, Robbie moved to the San Francisco to facilitate the integration of sustainable investing in the US. He has analytical responsibilities on the Environmental, Social and Governance (ESG) Research team for the utilities and industrial sectors, with a particular focus on clean technologies. Robbie is responsible for corporate governance and stewardship in the US. He has seven years of sustainable finance experience. Robbie is a CFA charterholder, qualified as a chartered accountant with PwC and holds a BA in Environment and Business from the University of Leeds.
At Bank of America, we have a clear purpose to help make financial lives better through the power of every connection. We fulfill this purpose through our commitment to responsible growth, which includes a focus on environmental, social and governance (ESG) leadership. Integrated across our eight lines of business — our ESG focus reflects our values, ensures we are holding ourselves accountable, presents tremendous business opportunity, and allows us to create shared success with our clients and communities.
Every day, we provide unmatched convenience in the United States, serving approximately 66 million consumer and small business clients. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America provides people, companies and institutional investors the financial products and services they need to help achieve their financial goals at every stage of their lives
For more information please click here.
Business Wire, a Berkshire Hathaway company, is the global leader in multi-platform press release distribution and financial disclosure services. Thousands of organizations and communications professionals turn to Business Wire for superior optimization, presentation and distribution of their news, photos and multimedia to news media, websites, search engines and wireless services. A recognized disclosure service in the United States, Canada, and a dozen European countries, Business Wire handles regulatory filing into EDGAR, SEDAR and other systems. With more distribution options in more countries than any other commercial newswire, Business Wire provides members with targeted reach to virtually any market or industry worldwide.
For more information, visit us online at www.BusinessWire.com.
Computershare and Georgeson are the world’s foremost providers of strategic shareholder services to corporations and shareholder groups. Our team offers unsurpassed expertise and responsive client service as well as innovative technology and tools for transfer agency, corporate governance, annual meetings, stakeholder communications, proxy contests and corporate actions. Trusted by more than 6,000 companies representing 25 million shareholder accounts, our proven solutions put our clients’ and their stakeholders’ needs first.
Computershare is a global market leader in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications. We also specialize in corporate trust services, tax voucher solutions, bankruptcy administration and a range of other diversified financial and governance services. Many of the world’s leading organizations use these core competencies to help maximize the value of relationships with their investors, employees, creditors, members and customers.
Georgeson is the world’s foremost provider of strategic shareholder services to corporations and shareholder groups working to influence corporate strategy. We offer unsurpassed advice and representation for annual meetings, mergers and acquisitions, proxy contests and other extraordinary transactions. Our core proxy expertise is enhanced with and complemented by our strategic consulting and asset reunification services, as well as by the Georgeson inVUTMplatform, a software tool that provides insight into investor ownership and voting profiles.
Corbin Advisors is a specialized investor relations advisory firm that partners with C-suite and IR executives to drive long-term shareholder value. We bring third-party objectivity and best practice knowledge as we collaborate with our clients to design and execute sound, effective investor communication and engagement strategies.
Our proven methodology, proprietary analytics database, trusted reputation and in-depth experience generate a foundation of unique insights. This marriage of research and rigor delivers comprehensive, actionable recommendations for internal and external value creation.
From research-based insights to actionable strategies that differentiate our clients, Corbin unlocks thoughtful, positive change. We start by asking the right questions, providing candid, well-founded counsel and executing on proven strategies that drive results.
* Perception Studies
* Investor Presentations
* Investor Days
* Investor Targeting & Marketing
* Specialized Research
* Retainer Consulting
Client Value Proposition
* Capital markets and investor relations subject matter expertise; thought leadership
* Proven methodology and execution track record that generate results
* Objective, research-based approach and candid advice
* Dedicated, seasoned team with extensive C-suite, board and IR executive advisory experience
Inside The Buy-side®
For over a decade, we have surveyed global investors on the equity markets, world economies and business climate. At the start of every quarter, we publish our leading-edge research report, “Inside The Buy-side®”, which captures real-time investor sentiment and trends. Our unique approach to market research and experienced perspective informs public company C-suite and IR executives as they prepare for earnings season and beyond.
To learn more about Corbin’s actionable insights, visit www.CorbinAdvisors.com
Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at Cowen.com
EQS Group is a leading international technology provider for Digital Investor Relations. More than 8,000 companies worldwide trust EQS’s products and services to securely, efficiently, and simultaneously fulfil complex national and international disclosure and compliance requirements to the global investment community.
The EQS COCKPIT, a cloud-based IR workflow platform, digitally maps the work processes of IR Officers, communicates with the company’s website, and distributes company releases via one of the most important financial newswires. With additional products such as websites, IR tools, digital reports, and webcasting solutions, EQS Group is a digital single source provider.
EQS Group was founded in Munich, Germany in 2000 and has developed from a start-up to an international group with offices in the world’s key financial markets. The group employs more than 300 professionals globally.
For more information, please visit www.eqs.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
Innisfree provides sound advice and results-oriented implementation in domestic and cross border proxy solicitations, tender/exchange offers, mergers and other corporate actions, as well as consulting services on strategic management issues, including corporate governance and investor relations.
For more information, please visit www.innisfreema.com
MessageBank, LLC is a leading provider of customized multimedia event solutions to the investor relations and financial communications marketplace. The company produces hundreds of strategic conference calls and webcasts for global, multinational companies, financial PR consultancies and buy-side/sell-side firms. With an emphasis on industry-aligned consultative services and support delivered by the executive management team, MessageBank bridges best practices, consistent value-add and coordinated execution for the most sensitive audio, web and video communications with market constituents including shareholders, analysts, employees and the media. The company provides seasoned expertise in ‘event’ management for applications including earnings, off-site investor days, M&A transaction announcements, corporate ‘town hall’ and employee meetings, crisis, regulatory communications, press briefings and product and service launches/webinars.
For more information, visit messagebank.com
Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. With professionals in offices throughout the US, Canada, Mexico, Brazil and Chile, Mizuho’s operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Learn more at mizuhoamericas.com.
Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG). Mizuho Financial Group is one of the largest financial institutions in the world, offering comprehensive financial and strategic services including private banking and venture capital through its subsidiaries. The group has over 900 offices and 60,000 employees worldwide in nearly 40 countries throughout the Americas, EMEA, and Asia. As of December 31, 2018, its total assets were $1.8 trillion. Learn more about Mizuho Financial Group at www.mizuho-fg.com.
Nasdaq (Nasdaq: NDAQ) is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today’s global capital markets. As the creator of the world’s first electronic stock market, its technology powers more than 90 marketplaces in 50 countries, and 1 in 10 of the world’s securities transactions. Nasdaq is home to approximately 3,900 total listings with a market value of approximately $13 trillion. To learn more, visit: http://business.nasdaq.com
News Direct is redefining the content and news distribution industry. And we’re doing it from the ground up.
That’s because the News Direct platform was designed and built from the ground up – to reinvent content delivery, to re-engineer workflow, to revitalize metrics and ROI, and to bring security and pricing into the 21st century.
News Direct is purpose-built. Client-focused.
Dedicated to modern media outreach, and to the PR and IR professionals who need a platform to make them the best they can be.
For more information, please visit newsdirect.com
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
Q4 is the fastest growing cloud-based investor relations and capital market solutions to the IR Industry with over 1,200 clients. Public companies the world over (many of which are Fortune 1000 brands) look to our leading web and intelligence solutions to power successful (and award winning) IR programs — and to better connect with their investors, make more effective decisions, and understand the capital markets.
Learn more at http://www.q4inc.com.
About SVB Leerink:
As the leading investment bank to the healthcare and life science industries, we help our clients move healthcare forward. With differentiated sector knowledge, unrivaled expertise, and a complete suite of capital market and advisory solutions, we are the industry’s partner of choice. SVB Leerink is a wholly-owned subsidiary of SVB Financial Group and is a member of FINRA/SIPC. For more information, please visit: www.svbleerink.com.
About Silicon Valley Bank:
For 35 years, Silicon Valley Bank (SVB) has helped innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers around the world. With commercial, international and private banking services, SVB helps address the unique needs of innovators. Learn more at www.svb.com.
The NuVo Group provides financial printing, digital publishing and EDGAR SEC electronic filing services to some of the world’s most respected financial institutions. We possess the tools, team and advanced technologies to ensure an exceptional customer experience — ease of process, rapid execution, regulatory compliance and, of course, uncompromising accuracy. Our Mission & Vision is to consistently perform in ways that make our customers’ jobs easier, and their printing and filing faster, to leverage the most experienced talent, effective tools and advanced technologies in financial printing, digital publishing and EDGAR SEC filing today in order to simplify, accelerate and enhance the end product we proudly deliver to our customers — on time, in format and on budget. To lead in the design and development of groundbreaking services, solutions and support systems, innovations that redefine the industry of financial printing, digital publishing and EDGAR SEC filing and deliver more tangible value and responsiveness to customers — compressed lead times, error-free documents, streamlined production and reduced cost. Proud to be named one of Inc 5000’s Fastest Growing Private Companies.
For more information, please visit www.thenuvogroup.com
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.
UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
For more information, please visit www.ubs.com
ZRG Partners’ mission is to bring talented candidates to leading companies. We adhere to a set of core values that allows us to fulfill our clients’ needs on an optimal scale. We take pride and care to ensure that the core values we instill in our staff help our clients acquire strong leadership within their company.
For more information, please visit our website.
CorpAxe is the world leader in corporate access and resource management solutions for the investment community. The CorpAxe suite of products allows investors to discover, originate, manage, and value resources critical to the investment process, while meeting the demands of a rapidly changing regulatory environment.
For more information, visit corpaxe.com
Why partner with us?
The US Awards 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:
– Get virtual face-time with senior decision-makers from the IR community
– Increase brand awareness and gain credibility through association with this event
– Generate qualified and targeted leads from the analytics provided by our virtual platform
– 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 Ian Richman or call on +1 212 430 6865.
Attendees at this event are leading IR practitioners from across the US. Each participant is someone with an established track record and a strategic IR role within his or her company.
Attendees in 2019 included:
|Job title||Company||Job title||Company|
|AVP, investor relations||Cognizant||Vice president & head of investor relations||Coinbase|
|Chief executive officer||Equiniti||Vice president, executive communications & public affair||Honeywell|
|Chief investor relations and corporate communications officer||Jack in the Box||Vice president, corporate strategy & investments||The AES Corporation|
|Corporate VP of investor relations||Tech Data||Vice president, investor relations||Boston Scientific|
|Executive vice president, head of sales||EQ by Equiniti||Vice president, investor relations||Honeywell|
|Executive vice president, relationship management||EQ by Equiniti||Vice president, investor relations||Huntsman|
|Founder and chief executive officer||Curley Global IR||Vice president, investor relations||Mastercard|
|Global VP, investor relations||Anheuser-Busch InBev||Vice president, investor relations||Sealed Air|
|Group vice president treasury & investor relations||Albertsons Companies||Vice president, investor relations||Teradata Corporation|
|Senior vice president||Laurel Hill Advisory Group||Vice president, investor relations & corporate communications||U.S. Silica|
|Senior vice president & chief financial officer||DSW||Vice president, investor relations & treasurer||LendingTree|
|Senior vice president stakeholder engagement & chief marketing officer||Weatherford||Vice president, investor relations||Dynex Capital|
|Senior vice president, corporate access||Raymond James||Vice president, investor relations||Mastercard|
|Senior vice president, financial planning & analysis||Comcast||Vice president, media & investor relations||FactSet|
|Senior vice president, general counsel & corporate secretary||The AES Corporation||Vice president, new business development||EQ by Equiniti|
|Senior vice president, investor relations||ConocoPhillips||Vice president, strategic initiatives & communications||Equilar|
|Senior vice President, investor relations||Hasbro||Vice president, treasurer and investor relations||CMS Energy|
|Senior vice president, investor relations||Salesforce.com||VP investor relations||Illumina|
|Senior vice president, investor relations & marketing||iStar||VP, corporate access||RW Baird|
|Vice president||Eversource Energy||VP, investor relations||Coca Cola FEMSA|
|Vice president||MZ||VP, investor relations||Etsy|
|Vice president – regional head of network management Americas||Credit Suisse||VP, investor relations||Open Text Corporation|
The event is free to attend and open to all IR professionals. To request logins for the event, please fill in the form below and we’ll send through instructions. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989