IR Magazine

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

Thursday, April 16, 2020

The Westin St. Francis, San Francisco

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.

*While the panel discussions may be quoted in editorial coverage of the event, all table discussions are confidential.

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.

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

Capital competition, climate change and corporate access

Join us to discuss “the three C’s” impacting investor relations in 2020:

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 investor base

Corporate access Climate change Capital competition

Previous Speakers

These expert speakers have participated in the West Coast Think Tank before.
If you would like more information about speaking please contact Steve Wade using the details at the bottom of the website


Capital competition, climate change and corporate access

Join us for an exclusive event for investor relations officers and finance heads to discuss the biggest issues impacting public companies and their relationships with shareholders in 2020.

Click here to download the agenda as a PDF

  • 08:15 AM
    Breakfast and registration

  • 09:00 AM
    Welcome, introduction to the Think Tank and opening keynote

  • 09:30 AM
    The big picture: Passive to active…?

    This discussion looks at the major trends impacting public companies in the US. We ask how markets and regulations are changing and what IR teams need to do to succeed in the shifting environment.

    • Will we eventually see a snap back to active management?
    • How will the 2020 election impact SEC rules on proxy advisory and corporate disclosure?
    • Where are investment funds flowing and what does the future look like for US public companies and their IR teams?

  • 10:30 AM
    Morning coffee break

  • 10:45 AM
    Dear CEO, how are you improving your E&S rating?

    As more investors want better climate disclosures, we take a more focused look at this important ESG factor. Learn how to link environmental & social factors back to your business and disclosure activities.

    • When shareholders write open letters to your CEO stating climate change is the top investor concern and request that you report against TCFD and SASB requirements, what is IR’s role in handling the board and management’s reaction to these requests?
    • How should IR prioritize ESG activities? Understand the data sources investors use to evaluate your E&S practices, how they use this data and the extent to which it influences investment decisions
    • Share practical examples about how you approach ESG in your industry and prioritizing your E&S activities

  • 11:45 AM
    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 other stakeholders when you’re on the road in Europe
    • How should you adapt your targeting strategy to broaden your investor base and creating meaningful meetings for management?

  • 12:45 PM

  • 13:45 PM
    The exchange: A series of best practice round table discussions

    Exchange information and ideas with your IR peers in this highly interactive session.

    How the exchange works:
    • Choose two of the following topics – the power is in your hands!
    • Join your preferred roundtable and discuss with your peers
    • When the bell rings, move on to your next table and repeat!
    • At the end of the session, hear a roundup from all the leaders of lessons learned so you can apply these when you return to the office

    Roundtable topics include:
    • How to develop a really strong equity story
    • Short sellers – necessary or evil?
    • Hot topics for the proxy season and evolution of proxy advisors’ influence
    • Maximizing your IR resources
    • Understanding ETFs
    • Top tips for finding new pools of capital
    • Engaging investors with innovative use of media
    • How will zero-commission trading impact market dynamics?
    • The impact of AI on investing and IR

  • 14:45 PM
    What the C-Suite want from IR

    In this unique session, we speak to finance heads and seek to understand their views on the investor relations function and the skill set required to develop into a more strategic role.

    • Hear from CFOs about their rise to the top and what experiences helped them get there
    • Discuss how IR can broaden its remit into ancillary roles like corporate development or financial planning and analysis
    • Discover different approaches to your own professional development and understand the roadmap to help you achieve your career ambitions

  • 15:45 PM
    Closing remarks

  • 16:00 PM
    Happy hour drinks reception with NIRI San Francisco Chapter

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

"The 2018 West Coast session of the IR Magazine Think Tank was fantastic. It was very well thought out and well worth it. Every session was interesting and very informative. "


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


Request an Invite

This event is exclusively for chief financial officers, finance directors and senior Investor Relations Officers. To register for this year’s event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed event information. If you have any questions or require any assistance with registering for the think tank, please contact Priscilla Lim on +44 20 8004 4989

  • This event is free to attend and for Chief Financial Officers and Heads of IR only

Venue and Accommodation

This year’s think tank in spring will be held at:

Westin St. Francis
335 Powell St
San Francisco
CA 94102

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 The Westin St. Francis. To view a virtual map of nearby hotels or book a room, please click here.


Partnership opportunities in 2020

Our events provide a unique opportunity to get in front of some of the most influential people in the corporate governance and 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 corporate governance and IR community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients

To find out more about the benefits of partnering and the various packages available, email Ian Richman or call on +1 212 430 6865.


Contact us

Privacy policy

IR Media Group (USA) Inc, the owner of IR Magazine, Corporate Secretary and IRspace, respect the privacy of every person who visits, registers with or subscribes to our websites and online publications, and is committed to ensuring a safe online experience. This privacy statement applies to all IR Media Group’s websites as listed under the heading ‘Sites’ and outlines the information IR Media Group may collect and how we may use that information. It also explains what we do with information about you when you register to attend one of our events.
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