Cipriani 25 Broadway, New York, NY
Over 350 people will be in attendance at the IR Magazine Awards – US on Wednesday, March 25, 2020 in New York. This very special event honors excellence in the investor relations profession, and will be held at Cipriani, 25 Broadway.
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 will 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.
For inquiries about the research process and timeline, please contact [email protected].
Please note that the categories below are subject to change depending on the research results.
View the entire list of 2019 winners and nominees here
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.
March 25, 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.
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
Attendees at this year’s 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||Attending company||Job title||Attending company|
|Account director||Argyle||Manager, investor relations||LendingTree|
|Account executive||Business Wire||Manager, investor relations||NTT Docomo|
|Account executive, corp governance services||DFIN||Manager, investor relations||Schlumberger|
|Account manager||Investis Digital||Manager, investor relations||The Coca – Cola Company|
|Analyst||Steadfast Financial||Manager, investor relations||T-Mobile US|
|Analyst||Steadfast Financial||Manager, IR & External Communications||The AES Corporation|
|Analyst, corporate access||Mizuho Americas||Managing director||Argyle|
|Anchor & correspondent||Bloomberg||Managing director||DFIN|
|Assistant general council||Honeywell||Managing director||ICR|
|Assistant vice president||Alliance Advisors||Managing director||Northwest Strategic Communications|
|Assistant vice president, investor relations||Cognizant||Managing director||NYSE|
|Associate director, strategic growth||Investis Digital||Managing director||Okapi Partners|
|Business development||Investis Digital||Managing director||Okapi Partners|
|Capital markets analyst||Corbin Advisors||Managing director||Okapi Partners|
|Capital markets analyst||Corbin Advisors||Managing director||Rose & Company|
|Capital markets analyst||Corbin Advisors||Managing director||Rose & Company|
|Chief executive officer||Equiniti||Managing director||Rose & Company|
|Chief executive officer||High Touch IR||Managing director & business manager||SVB Leerink|
|Chief executive officer||Q4||Managing Director and senior research analyst||SVB Leerink|
|Chief executive officer||Rose & Company||Managing director, head of corporate access||Mizuho Americas|
|Chief executive officer||WeConvene||Managing director, head of US sales||Mizuho Americas|
|Chief executive officer, depositary receipts||BNY Mellon||Managing director, sales||Q4|
|Chief IR & corporate communications officer||Jack in the Box||Managing director, sales||Q4|
|Chief operating officer||Business Wire||Managing partner||MessageBank|
|Chief operating officer||WeConvene||Managing partner||MessageBank|
|Chief programs officer||NIRI||Managing partner||The Nuvo Group|
|Client success lead||Q4||Managing partner||The Nuvo Group|
|Co-Founder and Senior Managing Director||Okapi Partners||Marketing analyst||DFIN|
|Corporate communications manager||Xylem||Mentor||Merryck & Co. Americas|
|Corporate vice president, investor relations||Tech Data||Partner||Hoguet Newman Regal & Kenney|
|Director||The AES Corporation||President||Rose & Company|
|Director||WeConvene||President & chief executive officer||Kadmon Holdings|
|Director, advisory & design operations||Argyle||President & chief executive officer||NIRI|
|Director, bank relations||CMS Energy||Regional director||Business Wire|
|Director, business development||Corbin Advisors||Sales representative||EQS Group|
|Director, business development||EQS Group||Sales representative||EQS Group|
|Director, client services||MerchantCantos||Senior account executive||Joele Frank|
|Director, corporate access||Mizuho Americas||Senior account manager||Business Wire|
|Director, corporate access||Mizuho Americas||Senior analyst finance||The AES Corporation|
|Director, corporate finance||CMS Energy||Senior analyst, investor relations||Honeywell|
|Director, corporate governance services||DFIN||Senior analyst, investor relations||Honeywell|
|Director, foundation||The AES Corporation||Senior business development manager||EQS Group|
|Director, global risk management||The AES Corporation||Senior capital markets analyst||Corbin Advisors|
|Director, investor relations||Blackbaud||Senior director, finance||Honeywell|
|Director, investor relations||CMS Energy||Senior director, marketing||Nasdaq|
|Director, investor relations||Enterprise Products||Senior executive interviewer||Rivel|
|Director, investor relations||Hannon Armstrong||Senior investor relations officer||Blue Apron|
|Director, investor relations||Kadmon Holdings||Senior manager, financial planning & analysis||The AES Corporation|
|Director, investor relations||Wix.com||Senior managing director||Okapi Partners|
|Director, investor relations||Zillow Group||Senior managing director||Okapi Partners|
|Director, investor relations||Tech Data||Senior supervisor, investor relations||BASF|
|Director, investor relations||Voya Financial||Senior vice president||Alliance Advisors|
|Director, IR & corporate communications||Valmont Industries||Senior vice president||Alliance Advisors|
|Director, IR & corporate relations||Ferro Corporation||Senior vice president, business development||Corbin Advisors|
|Director, regional sales||QuoteMedia||Senior vice president, Director of IR||Corbin Advisors|
|Director, sales||DFIN||Senior vice president, head of investor relations||Voya Financial|
|Director, sales||EQS Group||Senior vice president, investor relations||Hasbro|
|Director, sales||Q4||Senior, investor relations analyst||Xcel Energy|
|Director, sales & business development||Manhattan Digital Direct||Senior VP, corporate digital marketing practice||Investis Digital|
|Executive assistant||Corbin Advisors||Senior VP, general counsel & CS||The AES Corporation|
|Executive assistant, investor relations||Schlumberger||Senior VP stakeholder engagement & CMO||Weatherford|
|Executive coach & business consultant||Equanimity||Specialist, investor relations||T-Mobile US|
|Executive director, investor relations||Acorda Therapeutics||Vice president||BNY Mellon|
|Executive vice president||Business Wire||Vice president||BNY Mellon|
|Executive Vice President, Head of Sales||EQ by Equiniti||Vice president||BNY Mellon|
|Executive VP, relationship management||EQ by Equiniti||Vice president||Corbin Advisors|
|Founder & chief executive officer||Corbin Advisors||Vice president||Corbin Advisors|
|Founder & chief executive officer||Curley Global IR||Vice president||Okapi Partners|
|General manager, US||Wix.com||Vice president||Okapi Partners|
|Global director, investor relations||Anheuser-Busch InBev||Vice President & director of IR||Corbin Advisors|
|Global vice president, investor relations||Anheuser-Busch InBev||Vice president & director of research||Corbin Advisors|
|Group vice president||Business Wire||Vice president & director of IR||Corbin Advisors|
|Group VP treasury & investor relations||Albertsons Companies||Vice President & head of investor relations||Coinbase|
|Head of agency partnerships, US||Wix.com||VP, executive comms & public affairs||Honeywell|
|Head of corporate access||SVB Leerink||Vice president, business development||MessageBank|
|Head of corporate action product||EQ by Equiniti||Vice president, client partner||Investis Digital|
|Head of design playground||Wix.com||Vice president, corporate access||RW Baird|
|Head of investor relations||8×8||Vice president, corporate governance services||DFIN|
|Head of investor relations||Ally Financial||VP, corporate strategy & investments||The AES Corporation|
|Head of investor relations||AstraZeneca||Vice president, investor relations||Coca Cola FEMSA|
|Head of investor relations||Cohu||Vice president, investor relations||Etsy|
|Head of investor relations||JPMorgan Chase & Co.||Vice president, investor relations||Foundation Building Materials|
|Head of investor relations||Lazard||Vice president, investor relations||Honeywell|
|Head of investor relations||TCF Financial Corporation||Vice president, investor relations||Hudson Group|
|Head of marketing & communications||SVB Leerink||Vice president, investor relations||Huntsman|
|Head of public relations & communications||Wix.com||Vice president, investor relations||Illumina|
|Head of strategy, IR & interim CFO||MSCI||Vice president, investor relations||Open Text Corporation|
|Investor communications strategist||Red Hat||Vice president, investor relations||Sealed Air|
|Investor relations||AstraZeneca||Vice president, investor relations||Teradata Corporation|
|Investor relations||CMS Energy||Vice president, investor relations||W.W. Grainger|
|Investor relations||CMS Energy||Vice president, IR & corporate comms||U.S. Silica|
|Investor relations||JPMorgan Chase & Co.||Vice president, investor relations & treasurer||LendingTree|
|Investor relations||JPMorgan Chase & Co.||Vice president, ir advisory||Citibank|
|Investor relations||JPMorgan Chase & Co.||Vice president, marketing||Q4|
|Investor relations||JPMorgan Chase & Co.||Vice president, marketing & operations||High Touch IR|
|Investor relations||JPMorgan Chase & Co.||Vice president, media & investor relations||FactSet|
|Investor relations||JPMorgan Chase & Co.||Vice president, new business development||EQ by Equiniti|
|Investor relations||JPMorgan Chase & Co.||Vice president, sponsor and partner relations||NIRI|
|Investor relations||JPMorgan Chase & Co.||VP strategic initiatives & communications||Equilar|
|Investor relations||JPMorgan Chase & Co.||Vice President, treasurer and investor relations||CMS Energy|
|Investor relations & marketing||iStar||VP, regional head of network management||Credit Suisse|
|Investor relations partner||Q4||Manager, global disclosure services||Business Wire|
|Investor relations specialist||Red Hat||Manager, global sustainability||Xylem|
|Listing relations||IEX||Manager, investor relations||The Coca – Cola Company|
|Listing relations||IEX||Manager, investor relations||Conduent|
|Manager, communications||Q4||Manager, investor relations||Etsy|
|Manager, investor relations||Hasbro|
We were pleased to be host our awards ceremony at:
New York, NY 10004
Looking for the perfect place to stay before or after the event?
Why not try IR Magazine’s exclusive HotelMap to browse real-time room rates of hotels close in proximity to Cipriani 25 Broadway. To view a virtual map of nearby hotels or book a room, please click here
Our awards provides a unique opportunity to get in front of some of the most influential people in North-America. As a sponsor, you will gain an extensive amount of exposure through a wide range of marketing materials, both pre- and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region.
Sponsoring the event will provide:
To find out more about the benefits of sponsoring and the various packages available, email Ian Richman or call on +1 212 430 6865.
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.
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
MacKenzie Partners is a full-service proxy solicitation, investor relations and corporate governance consulting firm specializing in mergers-and-acquisitions related transactions. The firm has offices in New York City, Los Angeles, Palo Alto and London.
For more information, please visit www.mackenziepartners.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, 2017, its total assets were $1.8 trillion. Learn more about Mizuho Financial Group at www.mizuho-fg.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
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
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.
Sign up for the complete experience below. You will have full access to the welcome drinks reception, the glamorous dinner, the prestigious awards ceremony and the fun-filled after party!
Please note that these are our early-bird prices and any bookings made after February 14, 2020 will be charged at the standard rate. If you have any questions regarding booking seats and tables for the awards, please contact Priscilla Lim at [email protected] or +44 20 80044989