The IR Magazine Awards – US 2023 will take place on Thursday, March 30 in New York. This very special event honors excellence in the investor relations profession across the US and we are excited to welcome everyone for an evening of fine food, dancing and lots of celebrating!
Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys that fuel the awards. The result: vital benchmarking information on which companies do the best IR. In recent years, the awards program has expanded to recognize more aspects of an IRO’s role as we add new categories to the list and give IR teams the opportunity to nominate themselves.
By popular demand, 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 provide the best IR service. In our nominated categories, companies submit written entries to articulate their success and achievements from the past year, giving any publicly listed company the opportunity to be considered for an award.
View the highlights from the 2022 awards ceremony
Our useful entry pack contains the guidelines and information in one placeAccess entry pack
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 team members.
We are now accepting entries for 2023! Please click here to access the entry form. The deadline for submissions has been extended until midnight (ET) on Friday, December 9.
If you have any questions that are not answered in the FAQ section on the entry form, please contact [email protected] or call +44 (0)20 8004 5339.
To view the full list of 2022 nominees and winners click here.
The 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 team members.
The judging process consists of three simple phases:
Phase one: Once the entry deadline has passed, the IR Magazine editorial team reviews all submissions and produces the short list
Phase two: The short-listed entries are shared with an independent judging panel made up of industry experts. The judges review each short-listed entry and select their top two picks per category
Phase three: The judges come together to discuss, debate and select the final list of winners who will go on to win an award
The judges’ votes are not made public, but their comments may be published in articles or reports after the event. Judges are not required to make comments against every submission.
We are delighted to announce our judging panel for the 2023 awards! Click on each photo below to find out more.
James Beech joined IR Media Group as Editor-in-Chief in January 2022. He was a multimedia journalist, editor, client relationship manager, awards host and public speaker at Campden Wealth, for and about the global ultra-wealthy multigenerational family business and office community, in 2016-21.
The Englishman reported and photographed news and features for daily and weekly regional newspapers and websites, in New Zealand and Australia, including the Otago Daily Times and Canterbury-Bankstown Express, in 2006-15.
He wrote and edited market-leading consumer magazines and websites in Bournemouth then worked in public relations and media communications in London, in 1999-2006.
He graduated from Bournemouth University with a BA (Hons) in Multimedia Journalism in 1999.
President and CEO
NIRI: The Association for Investor Relations
Matt Brusch is President and CEO of NIRI: The Association for Investor Relations. He was previously COO, led professional development programs, credentialing, publications and communications for NIRI. Prior to this, he led the investor relations and corporate communications functions for several public companies, and he served in regulatory and marketing roles with the Nasdaq Stock Market. Brusch began his career as a Surface Warfare Officer in the United States Navy and received the Navy Achievement Medal for superior performance. He holds an M.B.A. from the University of Maryland, a B.S. from the Pennsylvania State University, and he is a Certified Association Executive.
Founder and CEO
Curley Global IR (CGIR)
Sally is Founder and CEO of Curley Global IR (CGIR), LLC, an Investor Relations (IR), Environmental-Social-Governance (ESG) and Corporate Governance strategic advisory firm. With more than 30 years of business experience, Sally has worked for and represented companies in the healthcare, high tech, software and retail industries. Her expertise includes: building and leading IR, ESG, corporate governance outreach programs; strategic consulting and planning; advisor to public, private and non-profit Boards; IPOs (traditional and tracking stocks). From 2010 to 2017, she was named a top IR Officer in her industry by Institutional Investor Magazine and in 2012 was named one of Treasury and Risk Magazine’s “30 Outstanding Women in Finance.” In 2019 she received the prestigious IR Magazine Lifetime Achievement award, an honor awarded by her peers.
For nearly a decade, Sally served as Senior Vice President, Investor Relations for Cardinal Health, a Fortune 50 global healthcare services company, where she oversaw worldwide IR and corporate governance outreach efforts. She was a member of the company’s Global Leadership Team as well as its Disclosure Committee. While there, Sally co-founded and co-chaired the company’s first cross-functional committee responsible for assessing and advancing ESG (environmental, social and governance) initiatives. Prior to Cardinal Health, Sally was Vice President, Investor Relations for Genzyme Corporation (now Sanofi), where she led global IR and helped to advise the Nominating and Governance Board Committee on governance issues. In both organizations, she grew the domestic and international shareholder base substantially.
Sally has presented numerous times to the U.S. Securities and Exchange Commission Corporate Finance Division on topics related to IR, disclosure, ESG and proxy process reform. She also has authored Comment Letters to the SEC on behalf of the organizations with whom she worked.
Sally served on the National Investor Relations Institute’s (NIRI’s) Board of Directors, its Senior Roundtable Steering Committee and as a past President of the Boston Chapter. She currently sits on NIRI’s Ethics Committee. In 2013 Sally was inducted into NIRI’s inaugural Class of Fellows, “recognized leaders who represent the ideals of the investor relations profession.” She chaired the committee responsible for creating the NIRI Body of Knowledge, used as the basis for a new IR Certification (IRC). A member of the Society for Corporate Governance, Sally serves on its Sustainability Committee.
Sally currently sits on the Advisory Board for MOBILion Systems, Inc., a private company enabling advancements in disease diagnosis and treatment through its proprietary analytical instrumentation. In addition, she has served as member of the Board of Directors for several non-profit organizations, including the Columbus Zoo and Aquarium (one of the nation’s largest) where she chaired the Board’s Sustainability Committee and was a member of its Nominating and Governance Committee.
Sally is an Adjunct Faculty member at Georgetown University for its Executive Master’s in Global Communications program. She has guest-lectured / taught at The Ohio State University, Boston University, Emerson College Graduate School of Communications and Harvard University on IR, ESG, corporate governance, disclosure issues and crisis communications, including creating coursework related to the healthcare industry. She holds a B.A. from Colby College in Waterville, ME, an M.B.A. from Northeastern University in Boston, MA, and a Certificate of Biotechnical Education from Boston University Medical School.
Carol Murray-Negron, president of Equanimity, Inc., is an executive coach who works with senior executives and leaders to optimize their performance, leadership presence, and strategic communications. Her prior corporate experience includes senior positions with Avon Products, Inc, both in the US and international divisions. During her tenure as Vice President of Investor Relations, Avon’s IR program received industry recognition as “Most Improved IR” among mid-cap companies. Carol is a past recipient of IR Magazine’s Lifetime Achievement Award. A member of the NIRI, The Association for Investor Relations, she recently served on NIRI’s Board of Directors and currently serves on NIRI’s Senior Roundtable Steering Committee. Carol was named a NIRI Fellow in 2014. She holds a Master of Fine Arts from Yale School of Drama and a B.A. from Chatham University, where she received the 2016 Alumni Leadership Award.
Head of Sustainability and Partner/Portfolio Manager
Cramer Rosenthal McGlynn
Thaddeus Pollock is the Head of Sustainability and Partner/Portfolio Manager for the Mid-Cap Value and Small-Mid Cap Value Portfolios at Cramer Rosenthal McGlynn, a fundamental research-driven investment firm focused on identifying under-appreciated value in small and mid capitalization equities since 1973. The Mid Cap Value (CRMMX) and Small-Mid Cap Value (CRIAX) funds rank top quartile versus peers over his management tenure, with recognition from The Wall Street Journal and Lipper Leaders. As one of the firm’s principle investors, he has lead investing and constructivist efforts for the last two decades with a a focus on Healthcare, Industrials, Consumer Staples and Business Services sectors. Over his institutional investing career, he has evaluated over 1000 US public company leadership teams. The firm’s clients include corporate and public pension plans, endowments and foundations, hospitals and religious organizations and multi-employer funds, private banks, sub-advisory, as well as, individuals and family trusts.
Thad also leads the Firm’s sustainable investing and ESG efforts, including engagement with new and existing portfolio investments and as a Principles for Responsible Investment (PRI) signatory. Prior to Cramer Rosenthal, he worked in the Corporate Finance and M&A groups at Lehman Brothers, co-leading the Yale University recruiting and new analyst training programs. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations. He also holds FSA Credential from the Sustainable Accounting Standards Board and is a member of the CFA Society of New York. He has also served as Chairman of Tribeca Management SRL, a sustainable multi-family real estate company focused in high growth emerging markets as well as a strategic advisor to other non profit foundations, private companies and venture capital firms. Thad attended Yale University with a Bachelor of Science in Molecular Biochemstry and Biophysics and was captain of the Yale Lightweight Crew team.
Sharon Merrill Associates
Maureen is an accomplished visionary in the fields of investor relations and corporate communications with more than 30 years of success counseling C-level executives and directors to raise the level of their communications, build credibility and maximize shareholder value. As a nationally recognized expert in the complex and ever-changing landscape of corporate governance and investor relations, Maureen is regularly called upon to bridge the intersection between the two fields. She has earned a reputation for providing clients with stellar advice on implementing best-in-class Environmental, Social and Governance (ESG) strategies; navigating through proxy contests and activism campaigns; elevating proxy communications; raising capital and developing crisis communication strategies.
Maureen has helped to chart the vision for the future of the IR profession in several industry leadership roles including serving as a programming committee member for the New England Chapter of the National Association of Corporate Directors (NACD), where she is responsible for provoking dialogue among board members in the areas of shareholder activism, proxy contests, ESG, diversity in the boardroom and crisis communications.
Maureen has a longstanding track record of leadership within the National Investor Relations Institute (NIRI) including serving as chairman and a board member, and spearheading the development of NIRI’s standards of practice. She also served as chairman of the NIRI IR Certification Council and helped develop the inaugural Investor Relations Certification (IRC) exam, a first-of-its-kind qualification that is regarded as a valuable benchmark for the IRO. She also has co-chaired NIRI’s annual conference and served as president of NIRI’s Boston Chapter, where she is currently an honorary director.
She also has been recognized as a NIRI Fellow and with a seat at the NIRI Senior Roundtable. In these roles, Maureen provides ongoing mentorship and thought leadership on leading trends and issues impacting the investor relations profession.
Maureen’s work also has been recognized with awards from several high-profile industry organizations including the Public Relations Society of America, Publicity Club of New England, the Stevie Awards and Women’s Business magazine. She has appeared on CNBC and has been featured in national newspapers and magazines including BusinessWeek, Investor’s Business Daily, IR Magazine, Management Review, The Boston Globe and The Financial Times.
Prior to joining Sharon Merrill Associates in 1985, Maureen held positions in the investor relations and corporate communications departments at Lotus Development Corporation. She received a B.S. degree in Communications from Montclair State University. Her specialized training includes completion of prescribed studies in “Financials and IR” at the Simmons College Graduate Program in Communications.
"Venue was stunning and the food and cocktails were wonderful. Great to reunite with friends and peers in a festive atmosphere after two years."
"The evening was truly a celebration. The winners and contestants showed deep pride and excitement to have won or be nominated. Great energy and camaraderie."
"You and your team did a great job with the event. Everyone had a fabulous time. It felt wonderful to celebrate in person!"
"We liked everything. The location, the food, the people, networking, and the chance to congratulate some of our clients that were winners at the event."
"Excellent planning, great opportunity for networking!"
"The food was good and the speeches were short. It’s great to be able to get together and share in each other’s accomplishments again."
"The venue was beautiful, the live music was excellent, and the service was good. MC was fun and ran through the ceremony quickly. We also had a bit of fun with the photo booth."
"It was in a beautiful space, dinner was very good, Great organizing and very entertaining"
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. Every year we invite any publicly listed company to submit their list of buy and sell-side analysts and portfolio managers, so that they have the opportunity to vote via our survey.
If you have any questions on this process or wish to access our data sharing agreement, please visit our Frequently Asked Questions page. For any further queries about the research process, please contact [email protected].
To view the full list of 2022 nominees and winners click 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 2022: Sample selection
IR Magazine has been building investment community databases for more than 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 IHS Markit’s list of US investment community contacts to produce a total of around 50,000 investors and analysts.
September – November 2022: 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 and Canada. 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.
October 2022: 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.
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 bench-marking tool.
January 2023: Short list compiled
IR Magazine receives the results in January 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 30, 2023: Winners announced
And finally… the winners are announced live at the black tie awards gala on Thursday, March 30, 2023!
March 2022: Report published
Shortly after the awards, the Investor Perception Study – US 2023 report is published and made available to IR Magazine subscribers. This report will profile the top ranked companies and reveal information on how they conduct their IR activities and why investors voted for them.
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 their company.
Below is a sample of some of our attendees:
|Company||Job Title||Company||Job Title|
|Moody’s Corporation||Assistant VP, IR||Lumos Pharma||Senior director, head of IR|
|Immunic||CEO & president||Pacific Gas and Electric Company||Senior director, IR|
|Fifth Third Bank||Chief sustainability officer||Moody’s Corporation||Senior manager, IR|
|Energy Recovery||Director of ESG||Energy Recovery||Senior manager, IR|
|Trulieve Cannabis||Director of ESG/DEI||Hilton||Sr director corporate affairs|
|Danaher Corporation||Director, IR||Travel + Leisure Co.||SVP IR, FP&A|
|Trulieve Cannabis||Director, IR||Moody’s Corporation||SVP, IR|
|Energy Recovery||ESG analyst||Hilton||SVP, IR & corporate development|
|FIS||EVP, corporate finance||Moody’s Corporation||SVP, sustainability|
|Ford Motor Company||Executive director IR||Johnson Controls||VP, chief IR & communications officer|
|Kansas City Southern||Former vice president of IR||Sonoco||VP, IR|
|Chesapeake Utilities Corporation||Head of IR||Xylem||VP, IR|
|Alliance Data||Head of IR||Volition||VP, IR|
|Immunocore||Head of IR||First Advantage||VP, IR|
|Immunic||Head of IR and communications||Johnson Controls||VP, IR|
|Danaher Corporation||Manager, IR||Energy Recovery||VP, IR|
|Moody’s Corporation||Managing director, sustainability||Roku||VP, IR|
|Energy Recovery||Project manager||Fortress Biotech||VP, IR|
Why partner with us?
Our awards provide a unique opportunity to get in front of some of the most influential people in the US IR community. As a partner, you will gain an extensive amount of exposure through a wide range of print and digital 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 – the ones pushing the profession forward through innovation.
Partnering with the event will provide:
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 get in touch with Ian Richman or call on +1 212 430 6865.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 68 million consumer and small business clients with approximately 3,900 retail financial centers, approximately 16,000 ATMs and award-winning digital banking with approximately 56 million verified digital users. 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. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
For more information, please visit www.bofaml.com.
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At Irwin, we’re building a better way to manage investor relations. Legacy tools and companies in capital markets often grow stagnant, and the capacity to innovate wanes over time. This has left the majority of IR teams with two to five inefficient tools to manage their program and workflows—over time; we hope to reduce that to one. Our full-service tool suite includes powerful investor targeting, comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), timely research, estimates, and transcripts, and IR website intelligence.
To learn more, please visit www.getirwin.com.
Our useful entry pack contains the guidelines and information in one placeAccess entry pack
Register your interest for the 2023 awards by filling in the form at the link below. You will be the first to receive important updates about the event, including what to expect and how to book your table.
If you have any questions, please contact Lauren Wilson at [email protected] or call +44 20 8004 5339.