IR Magazine

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

Wednesday, March 22, 2023

In-person event: El Prado Hotel, Palo Alto

Our unique format

The IR Magazine Think Tank – West Coast will take place on Wednesday, March 22, 2023, in Palo Alto as an invitation-only event exclusively for senior IR officers. Our think tanks are 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 is 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 discussion and shares ideas with the group as a whole.

You can view the agenda and speaker list below.


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.

 

Agenda

We will be announcing our 2023 agenda in due course. In the meantime, click here to View the agenda as a PDF here.

All times are in PST (Pacific Standard Time)

  • 08:00 AM
    Registration, refreshments and networking

  • 09:00 AM
    Opening remarks: Welcome to the IR Magazine Think Tank

    James Beech, editor in chief, IR Magazine

  • 09:15 AM
    Trends to look out and prepare for in 2022: The rise of M&A and shareholder activism

    We will kick off our day of in-depth discussions with senior heads of IR with this keynote panel discussion on the macro trends affecting public companies. The session will set the scene with an update on developments in M&A activity, trends in shareholder activism and how IR teams can prepare for what is to come in 2022.

    Join us to keep your finger on the pulse, understand the impact of recent events on the role of IR, and get a top-down perspective on the long-term effects of the pandemic.

    Moderator: Steve Wade, head of event content, IR Magazine
    Adam Frederick, global president, Morrow Sodali
    Derek Zaba, co-head of shareholder activism and corporate defense practice, Sidley

  • 09:45 AM
    Delivering holistic, year-round ESG communications

    Our first panel of the day is creating a comprehensive engagement strategy that effectively communicates the risks and opportunities that are material to your business. We will discuss ESG trends for 2022, proxy season findings, the changing nature of reporting, consolidation of frameworks, SEC disclosure requirements and investor expectations around the depth and frequency of ESG-related communications.

    Moderator: Steve Wade, head of event content, IR Magazine
    Katrina Rymill, SVP of corporate finance and sustainability, Equinix
    Chad Spitler, CEO and founder, Third Economy
    Sam Wallace, analyst, sector lead, technology & comms, Value Reporting Foundation

  • 10:15 AM
    Roundtables: Discuss team structure and ESG best practices with heads of IR

    It can be challenging to keep on top of ESG alongside existing IR responsibilities. We’ll discuss the options for supporting and resourcing the IR team and strategies to deliver a concise ESG story that communicates long-term value creation to investors and wider stakeholders.

  • 10:45 AM
    Coffee break

  • 11:00 AM
    Targeting the right investors in a post-pandemic world

    This panel will discuss innovative and new ways of targeting potential investors as the world adjusts to another new normal. What are the best tools and resources available to identify and attract the right investors? What opportunities created by the pandemic can help ‘globalize’ your shareholder base?

    We’ll explore new ways to secure additional sell-side coverage, weigh up the pros and cons of paid analyst coverage, social media, cold calling and digital strategies, and any new corporate access trends to be aware of in 2022.

    Moderator: Steve Wade, head of event content, IR Magazine
    Peter Salkowski, vice president of investor relations, Fortinet
    Greg Secord, vice president of investor relations, Open Text Corporation
    Lance Spacek, head of corporate access, Wells Fargo

  • 11:30 AM
    Roundtables: Managing sell-side dynamics and buy-side corporate access teams

    During these structured roundtables, heads of IR will share practical tips that have helped improve the effectiveness of their targeting process in the past 12 months. We’ll discuss ways to manage the changing sell-side dynamics, work better with buy-side corporate access teams, and the nuances of going on the road in new markets.

  • 12:00 PM
    Investor messaging, next-gen IR meetings and digital strategies: Engaging institutional and retail investors

    In another forward-planning session, we will explore how IR marketing calendars are evolving, how to approach specific investor touch-points and make every meeting matter.

    We’ll talk through investor sentiment around in-person vs virtual events, the optimal blend of formats for various IR engagements and how to create impactful investor days. We’ll also explore top tips to maximize the use of management’s time, best practice shareholder communication strategies, concise messaging, which medium delivers that message best, frequency of communications and where IR fits into social media marketing and monitoring.

    Get data-driven insight into how IR teams approach investor engagement in a post-pandemic era. We’ll also cover how to manage inbound retail investor questions and shape a strategic narrative for investors and analysts.

    Moderator: Steve Wade, head of event content, IR Magazine
    Seth Frank, vice president of investor relations, Evolent Health
    Victoria Hyde-Dunn, vice president of investor relations, Informatica
    Linda Pazin, director of strategic communications, Sempra
    Rachael Zahn, vice president of marketing and partnerships, Investis Digital

  • 12:45 PM
    Lunch

  • 13:45 PM
    Roundtables: Compare company strategies for hybrid meetings and investor messaging

    We will be using the interactive format to talk through how IR teams are approaching their marketing activities and how you can prepare for the transition back to in-person meetings while making the most of virtual interactions. We’ll discuss lessons learned, challenges faced, picking up on non-verbal communication/body language and turning virtual meeting data into actions. Attendees can take inspiration from the companies leading the way with new tech and digital methods.

  • 14:15 PM
    The evolving strategic importance of an IRO and a well-structured team in 2022

    As companies are figuring out the right balance between the efficiency of remote working and the value of face-to-face, it is crucial to discuss the expectations and skills required of IROs going forward.

    We’ll explore how the culture of IR is fundamentally changing, new career pathways that are emerging, how to run an IR team, what CFOs expect from IR teams, how to manage up and coach your c-suite, and emerging best practices.

    Moderator: James Beech, editor in chief, IR Magazine
    Friederike Edelmann, vice president of investor relations, Central Garden & Pet
    Joon Huh, vice president of finance, IR and treasury, Freshworks
    Myesha Lacy, vice president of investor relations, Arcellx
    Jason Tsai, vice president of investor relations, Zendesk

  • 15:00 PM
    Roundtables: What are you missing?

    As capital markets evolve, so does the role of IR and what is expected of IR teams. In this quickfire discussion, we’ll aim to cover top three tips around bridging the gap in skillset, team structures and how to take the next step in your career.

  • 15:15 PM
    Investor Q&A: Expectations of IR teams in 2022

    During this open Q&A session, our panel of investors will address any concerns and questions you may have about the coming months. What do investors want from IR in a hybrid world? Are investors tired of virtual events? What sectors are investors favouring going into 2022? How optimistic are panellists about the opening up of the economy? What are the expectations around the depth and frequency of ESG communications? What can IR teams do better as we emerge from the pandemic?

    Moderator: Steve Wade, head of event content, IR Magazine
    Kristin Hull, founder and CEO, Nia Impact Capital
    Lloyd Kurtz, senior portfolio manager, Wells Fargo Wealth and Investment Management
    John Walcott, portfolio manager, Point72

  • 16:00 PM
    Closing remarks and summary

    James Beech, editor in chief, IR Magazine

  • 16:15 PM
    Drinks reception

  • 18:00 PM
    End of event

Speakers: 2022

To inquire about speaking at future think tanks, please contact [email protected]


What our attendees say

"Great speakers. Great venue. Had a chance to network with my peers for the first time in over 2 years!"

Cambium Networks

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

Avaya Holdings

"Excellent event, what a great set of speakers too!"

Investis Digital

"I liked the small intimate format, roundtable and interactive discussions"

Axos Financial

"The topics were relevant and very important"

Anonymous

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

8x8

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

eBay

"Great to connect with peers again and great content"

Sempra

Attendees

Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.

Below is a sample list of attendees who have joined our think tank’s in the past:

Attendee Company
Head of investor relations 8×8
Vice president of corporate development and investor relations Axos Financial
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 full attendee list

Become a partner

Why partner with us?

Our events provide a unique opportunity to get in front of some of the most influential people in the IR community globally. 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 industry excellence and network with key decision makers from across the region.

Being a partner will provide:

  • A chance to network with qualified, senior decision-makers in the IR community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients

We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Think Tank – West Coast. Get in touch with Ian Richman or call on +1 212 430 6865.

Partners

Register your interest for 2023

Register your interest for the 2023 think tank by filling in the form at the link below. You will be the first to receive important updates about the event and details about how to request an invite.

If you have any questions, please contact Thomas Williams at [email protected] or call +44 0208 090 2156,

 

REGISTER YOUR INTEREST

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