IR Magazine

IR Magazine Think Tank – West Coast
Exclusively for heads of IR

Wednesday, April 29, 2020

An interactive, timely, virtual event connecting IROs

About the think tank

The IR Magazine Think Tank – West Coast  is an invitation-only event exclusively for CFOs, Finance Directors and senior IR Officers. It is free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting today’s IROs.

What makes our format so unique?
Our think tanks are far removed from the traditional conference set-up as the event consists of a series of panel sessions followed by roundtable discussions on select IR issues. These interactive sessions are an opportunity to share experiences with and learn from other top-rated IROs. All table discussions are confidential and none of the participants’ comments are attributed. This allows attendees to talk freely and have frank, open discussions.

How do our roundtable discussions work?
  Industry experts, top-rated IROs and members of the investment community set the agenda on a panel discussion by sharing their thoughts on session topics.
 Small round tables of IROs discuss these issues face to face.
 Each table gives feedback from its own discussion and shares ideas with the group as a whole.

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.

 

AN INTERACTIVE, VIRTUAL EXPERIENCE

In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the West Coast Think Tank took place as a virtual event.

Using the latest cutting edge technology available, our virtual event platform closely replicates being there in person with the chance to take part in roundtable discussions, interact with speakers and have one-to-one networking in-between panel talks.

Going virtual connected our attendees to even more IR heads across the West Coast, from the comfort of their desk. As with all our think tanks, the event was exclusively for heads of IR at publicly listed companies and was free to attend.

Key themes: Covid-19, capital competition, climate change and corporate access

Attendees on the West Coast joined us to discuss the biggest issues impacting public companies and their relationship with shareholders in 2020:

  • Covid-19: Learn how the global pandemic will impact the investor relations role and what you can do to navigate volatile times
  • Capital competition: How increased competition and the continued rise of passive investing impacts IR in the short, medium and long-term
  • Climate change: How IR can meet shareholder expectations on the key priority for investors; climate and carbon
  • Corporate access: What the buy-side corporate access trend means for IR and how to broaden your shareholder base

Speakers

Hear the latest insights from these leading experts


Agenda

  • 09:00 AM
    Platform opens: Introductions and networking

  • 09:10 AM
    Welcome and opening remarks

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:15 AM
    KEYNOTE: The pivot of the future

    Understand the state of the markets both from a talent perspective as well as senior management’s perspective. Learn how to anticipate the pivot of the future and what to do to stay prepared.

    Smooch Repovich Reynolds, managing director, ZRG Partners

  • 09:30 AM
    FIRESIDE CHAT: The big picture: Passives, pandemics and policy

    This session takes a holistic view on the current market situation

    • What impact has the Covid-19 pandemic had on capital markets and how have active and passive investors responded differently to the market crash?
    • How will different policies impact equity markets and subsequently IR teams at public companies?
    • What are the investment implications arising from the current environment?

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Michael Green, Partner, chief strategist and portfolio manager, Logica Capital Advisers

  • 09:55 AM
    5-minute interval

  • 10:00 AM
    PANEL: Stock market operations and reactions in times of crises

    Understand market reactions to the global pandemic and likely responses to future outbreaks/black swans by observing some of the patterns of behavior during previous crises.

    • The current environment and impact on overall market functioning
    • How will different market participants react?
    • The potential impact on SEC actions, rulings and enforcement
    • How does Covid-19 compare to previous crises and what is different this time?

    Moderator: Ben Ashwell, editor, IR Magazine
    John Ramsay, chief market policy officer, IEX Group
    Ronan Ryan, president, IEX Group

  • 10:40 AM
    5-minute interval

  • 10:45 AM
    PANEL: Covid-19 briefing: Impact on economy and public companies

    The spread of the Covid-19 virus is taking its toll on the economies, markets and businesses globally. Companies in the West Coast have been uniquely impacted and this session seeks to provide clarity around the different scenarios and impact of different policies on the economy and public companies.

    Moderator: Ben Ashwell, editor, IR Magazine
    Jill Carey Hall, head of US small and mid-cap strategy and senior US equity strategist, BofA Global Research
    Pierre-Olivier Gourinchas, director of the Clausen Center, University of California Berkeley

  • 11:15 AM
    ROUNDTABLE SESSIONS: Covid-19 and investor relations

  • 11:25 AM
    PANEL: Navigating a shifting corporate access landscape

    The trend of institutional investors building out their own corporate access teams continues, and this session looks at which changes IROs should make to their targeting strategies and roadshow execution.

    • Understand how best to discover, engage and interact with buy-side corporate access teams, both now and in the future when these teams become even busier
    • Hear exclusive insight from a report that outlines major trends in targeting, roadshow execution and measurement of marketing success
    • Understand how to work with the sell side and adapt your targeting strategy to broaden your investor base, creating meaningful meetings for management

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Megan Capay, head of corporate access, Surveyor Capital
    Kris Newton, vice president of corporate communications IR, NetApp

  • 11:45 AM
    ROUNDTABLE SESSIONS: Changes to corporate access

  • 12:00 PM
    5-minute interval

  • 12:05 PM
    PANEL: Dear CEO, how are you improving your E&S rating?

    This session will specifically focus on two areas of ESG that are being bought into more focus this year, specifically climate change and human capital. We look at why these issues are coming into the spotlight, what investors want to know about them, and how you can address these issues.

    • What is IR’s role in handling the board and management’s reaction to dealing with Environmental and Social related requests
    • Learn about forward-looking climate related disclosures and how to address these in your IR program
    • Discuss how you can address human capital and supply chain risk as part of your investor communications
    • How should IR prioritize ESG activities? Understand how investors evaluate your environmental and social performances and the extent to which it influences investment decisions

    Moderator: Neil Stewart, director of corporate outreach, Sustainability Accounting Standards Board
    Brian Matt, director of research and analytics, IHS Markit
    Jack Robinson, vice chair and portfolio manager, Trillium Asset Management
    Katrina Rymill, vice president of investor relations and sustainability, Equinix
    Greg Waters, technology and communications sector analyst, Sustainability Accounting Standards Board

  • 13:00 PM
    ROUNDTABLE SESSIONS: Human capital, climate change and prioritizing your ESG activities

  • 13:20 PM
    Roundtable sessions recap

    Neil Stewart, director of corporate outreach, SASB
    Brian Matt, director of research and analytics, IHS Markit

  • 13:30 PM
    Final thoughts and summary

    Ben Ashwell, editor, IR Magazine

  • 14:30 PM
    End of think tank

Who attends?

Join more than 120 senior leaders at the West Coast Think Tank. Below is a sample of people already signed up to attend.

Request the full attendee list here

Attendee Company
Head of investor relations 8×8, Inc.
Vice president of corporate development and investor relations Axos Financial, Inc.
Vice president of investor relations and risk management CooperCompanies
Vice president of finance & investor relations eHealth
Senior Vice president of finance and investor relations Fireeye
Chief financial officer Flux Power
Head of investor relations Gap
Vice president of investor relations Lyft
President and chief financial officer Myovant Sciences
Vice President of Investor Relations Palo Alto Networks
Head of investor relations Synnex

Request the full attendee list here

Past attendees say

"A great use of my time in terms of staying current with trends in IR and an exceptional networking event"

Cambium Networks

"This is the event of the year- a must have and not to miss! I never miss this event!"

8x8, Inc

"Always tough to get out of the office for a day of training but this event is well worth it!"

Avaya Holdings

"This event is a great balance of content, discussion and networking"

eBay

"Content was right on the mark and appreciate the opportunity to attend. Perfect amount of time, excellent content and speakers and the location was great. "

Senior IR director, Avaya Holdings

Partners

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