An interactive, timely, virtual event connecting IROs
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.
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.
Attendees on the West Coast joined us to discuss the biggest issues impacting public companies and their relationship with shareholders in 2020:
Hear the latest insights from these leading experts
Head of corporate access
Megan Capay is Head of Corporate Access for Surveyor Capital at Citadel.
Prior to joining Surveyor Capital in March 2016, Ms. Capay served as Director of European Corporate Access at Citigroup. Previously, she served as the Director of International Corporate Access at Barclays, as an Associate Director of US Equity Sales at UBS and as a Vice President of European Corporate Access at Morgan Stanley. Ms. Capay began her career as an Associate Analyst at Morgan Stanley Investment Management.
Ms. Capay holds the designation Chartered Financial Analyst and received a bachelor’s degree from Tufts University.
Director of the Clausen Center
University of California Berkeley
Pierre-Olivier Gourinchas grew up in France where he attended Ecole Polytechnique. He received his PhD in 1996 from MIT and taught at Stanford Graduate School of Business and Princeton University before joining the Berkeley economics department in 2003 as an assistant professor. He is a Research Associate with NBER and a Research Fellow with CEPR (London) and the International Growth Center (London).Professor Gourinchas is editor of the IMF Economic Review. He is also associate editor of the Journal of the European Economic Association and a member of the Scientific Committee of the Fondation Banque de France. He is the winner of the 2007 Bernacer Prize for best European Economist under 40 working in macroeconomics and finance, and winner of the 2008 prize for best French economist under 40.
Director of corporate outreach
Neil Stewart joined SASB in 2020 as its New York-based Director of Corporate Outreach, bringing more than 25 years of experience in and around investor relations and corporate governance. Previously he was at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies. Formerly Editorial & Research Director of both IR Magazine and Corporate Secretary magazine, Mr. Stewart is well known for having led a global lineup of conferences and awards events. A board member of NIRI NY, the New York chapter of the National Investor Relations Institute, he has lived in Montreal, London and New York.
Partner, chief strategist and portfolio manager
Logica Capital Advisers
Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.
Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.
In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.
Vice chair & portfolio manager
Trillium Asset Management
Jack Robinson joined Trillium in 2015 as Vice Chair. He has over three decades of experience working in the field of sustainable and responsible investing. In 1983, Jack founded Winslow Management with the mission of providing green investment services to individual and institutional clients. In 1991, Winslow began to focus exclusively on green investing. Under his leadership, the firm developed a unique growth investing style and became widely recognized as a leader in the green investing field. In March 2009, Winslow merged with Brown Advisory, where Jack served as Partner, Portfolio Manager, and Head of Sustainability Strategies before joining Trillium.
Jack serves on the Board of Atlantica Yield (NASDAQ: AY) and as a Trustee of Suffield Academy, where he chairs the Investment Committee. He also serves on the advisory boards of Bambeco LLC, EFW (Energy, Food & Water) LLP as well as for the American Council for Renewable Energy (ACORE), Rhode Island Governor Gina Raimondo’s Sustainability Working Group, and the Brown University Library. Jackson has participated on the environmental advisory boards for the University of Massachusetts and the University of Michigan.
Ronan is responsible for strategy and decision-making related to all of IEX’s client-facing businesses. As part of that role, he focuses on building and strengthening relationships with external stakeholders, including broker-dealer members, institutional investors, and companies.
Prior to co-founding IEX, Ronan was the Head of Electronic Trading Strategy at RBC Capital Markets, where he used his prior experience in network, hardware, and co-location technology to generate client-facing solutions. Previously, Ronan was the Head of Financial Services Development at Switch and Data and Head of DMA and Co-location solutions at BT Radianz, a leading network solutions provider.
Vice president of investor relations and sustainability
Katrina Rymill is the Vice President of Investor Relations at Equinix, a global interconnection and data center provider. Joining Equinix in 2011, she spearheaded the effort of re-architecting the company’s IR messaging and communication strategy. Projects have included establishing long-term financial targets, setting up Equinix’s first share buyback program, investor targeting, and communicating Equinix’s transition to a REIT structure. Prior to Equinix, Katrina was Director of Investor Relations at CyberSource, an ecommerce payment gateway, which was acquired by Visa in 2010. In 2009, CyberSource Investor Relations was ranked 2nd by Institutional Investor Magazine. Previously, Katrina was the Head of Investor Relations at Redback Networks. There, she created the IR program after Redback emerged from a Chapter 11 debt restructuring, and worked to build a diversified investor base, including a $200 million Secondary Offering. Katrina started her career at Merrill Lynch in Investment Banking, where she worked on various leveraged finance and debt deals.
Katrina earned an M.B.A. from MIT Sloan and a B.A. in Biology from Harvard University.
Director and global head of strategy & innovation
Brian C. Matt, CFA, is Director, Research & Analysis in the Corporate Solutions unit at IHS Markit. Brian came to IHS Markit through the acquisition of Ipreo, where served Ipreo’s Global Head of Strategy & Innovation in its Corporate Services business. Previously, he oversaw Ipreo’s Corporate Analytics team focusing on institutional investor targeting programs for IR programs across the globe, as well as situational analytics and transactional analysis for companies considering or undergoing strategic changes.
Brian has served in numerous roles involving data, analytics, workflow, and advisory, across the investor relations industry, at CapitalBridge, TaylorRafferty, Thomson Reuters, and The Carson Group. He is a CFA charterholder, and holds a BA in Economics from Binghamton University.
Vice president of corporate communications & investor relations
Kris Newton is vice president, Corporate Communications and Investor Relations at NetApp. She leads the organization responsible for investor relations, employee communications, executive communications and public relations. Over the course of her 20-year career at NetApp, Kris has built a record of success in developing high-impact messaging, managing effective influencer programs and applying strategic research to communicate a holistic view of her company’s business.
Kris has held multiple leadership roles inside NetApp focused on increasing understanding and engagement with core audiences, including financial analysts, industry analysts, employees and large customer accounts. She is adept at working across functional groups to develop and communicate positioning that improves perception of company strategy and competitiveness.
Kris holds a Bachelor of Arts degree in political science from the University of California at Santa Barbara and an MBA from Tulane University’s A.B. Freeman School of Business.
Analyst, technology and communications sector
SASB - Sustainability Accounting Standards Board
Greg Waters is an analyst at SASB focused on the Technology & Communications sector. In this role, he works with companies, investors, and subject matter experts to develop and drive the adoption of a market standard for reporting financially material sustainability information. Prior to SASB, Mr. Waters spent 7 years on the research team at proxy advisor Glass Lewis, where he led a team analyzing the corporate governance of North American companies. He holds an MBA in Finance from NYU Stern and a BA in Economics from Bates College.
Chief market policy officer
John is responsible for developing and communicating IEX’s positions on market policy issues, and engaging with governmental and regulatory authorities and certain IEX stakeholders on those issues. He also acts as IEX’s representative on governing committees with responsibility for various aspects of the national market system, including the securities information processors, the consolidated audit trail, and the Limit Up/Limit Down Plan.
John joined IEX in 2014 from the SEC, where he led the Division of Trading and Markets, the group responsible for regulating broker-dealers and self-regulatory organizations. Previously, he led SEC efforts to implement significant elements of the Dodd-Frank Act. Before the SEC, he held senior positions at the Commodity Futures Trading Commission, the National Association of Securities Dealers (now FINRA), the law firm of Morgan Lewis & Bockius, and Citigroup Global Markets.
Laurie Havelock is a journalist, writer and podcaster who has been working on financial titles for more than 5 years, dabbling with commercial property finance, responsible investment and investor relations as his main areas of focus. Outside of that he also writes about music, with a predilection for independent and emerging artists, has worked on a number of comedy projects, including a podcast he makes with musical comedian Paddy Gervers called Podshambles, and hosts a weekly show on Shoreditch Radio. Laurie has been published in the Independent, the Guardian and Q Magazine.
Smooch Repovich Reynolds
Managing director, global IR and chief communications officer practice group
Smooch Repovich Reynolds joined ZRG Partners at the end of 2017, bringing with her a career that spans more than 25 years of executive search consulting, specifically focused in the Global Investor Relations Officer and Chief Communications Officer functional areas. Smooch pioneered IR executive search as a direct result of her affinity for the capital markets, and has partnered with CEOs and CFOs to address corporate valuation issues and financial market expectations throughout her career. As the profession and financial markets have evolved dramatically the last two decades, she has served as a key influencer of the direction of the Investor Relations profession through her stewardship with client management teams.
In addition, her thought leadership in the Corporate Communications functional niche has been framed by her tenure as a former Chief Communications Officer and her broad participation in the global communications community. Smooch has leveraged this first-hand experience to partner with leadership teams providing guidance by framing corporate communications functions, and by serving as a gateway to exceptional talent whose corporate brand innovation experience has elevated her client companies to new heights of success.
She is considered a leading authority on the intangible leadership traits that define talent who are recognized as part of the top 10% of Investor Relations and Chief Communications Officers globally. Her executive search experience has spanned partnerships with management teams and Boards at organizations ranging in size from pre-IPO entities to global, multinational Fortune 500 market leaders, across all industry sectors.
Having completed approximately 300 Investor Relations Officer searches, one consideration to note about Smooch’s work is the increase in her clients’ share valuation during her tenure as a recruitment management team advisor – nearly $500B in increased valuation that she has contributed to as a direct result of her commitment to clients on the topic of recruiting the right talent.
Smooch has authored numerous thought leadership articles about the CEO-CFO-IRO triumvirate and the impact of their interlocked relationship as it relates to the investment community and valuation. She has been the featured expert on IRO and CCO careers across traditional media and social/digital media, and is called upon by numerous professional groups to speak on wide ranging talent and leadership topics. Smooch has her own website: www.smoochunplugged.com, where she regularly shares her insights about corporate talent initiatives and the competitive advantages of smart, strategic recruitment partnerships. Smooch is also book author.
Prior to joining ZRG Partners, Smooch served at two multinational executive search firms as the Managing Director of each firm’s respective Global Investor Relations and Communications Officer practice groups. In addition, she served as the Chief Communications Officer for The Irvine Company, a recognized national privately-held real estate development company. And, prior to that she was the Founder and CEO of The Repovich-Reynolds Group, a North American focused executive search firm specializing in IRO and CCO search assignments which she led for nearly 20 years. Smooch has served as a Chief of Staff to the CEO of a global public relations agency and started her career in politics as a Press Deputy.
She is a long-time member of the National Investor Relations Institute and a Lifetime member of the International Association of Business Communicators. Smooch has served on several non-profit boards, including serving as Board Chair for two of those entities: American Cancer Society of Los Angeles and Westridge School in Pasadena, CA.
Jill Carey Hall
Head of US small and mid-cap strategy and senior US equity strategist
BofA Global Research
Jill Carey Hall is a director and Head of US Small and Mid-Cap Strategy who joined BofA Global Research in 2009. As a senior US Equity Strategist, she works closely with Savita Subramanian, in determining forecasts for the S&P 500, recommending sector allocations for US equities and publishing thematic reports. Hall also authors a proprietary analysis of BofA equity client flow trends and leads the firm’s Global Research US small and mid-cap strategy work.
Hall has been quoted in various financial news publications including the Wall Street Journal and Financial Times and is a frequent guest on CNBC and Bloomberg TV. She was named Bank of America’s 2016 “Rising Star” within Global Banking and Markets, an award given annually by the Women’s Bond Club to recognize aspiring leaders on Wall Street.
Hall has a bachelor’s degree in economics and business and a bachelor’s degree in English from Lafayette College. She is a CFA charterholder.
Ben Ashwell is the editor at IR Magazine and digital editor at Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.
Platform opens: Introductions and networking
Welcome and opening remarks
Laurie Havelock, editor-at-large, IR Magazine
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
FIRESIDE CHAT: The big picture: Passives, pandemics and policy
This session takes a holistic view on the current market situation
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Michael Green, Partner, chief strategist and portfolio manager, Logica Capital Advisers
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.
Moderator: Ben Ashwell, editor, IR Magazine
John Ramsay, chief market policy officer, IEX Group
Ronan Ryan, president, IEX Group
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
ROUNDTABLE SESSIONS: Covid-19 and investor relations
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.
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
ROUNDTABLE SESSIONS: Changes to corporate access
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.
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
ROUNDTABLE SESSIONS: Human capital, climate change and prioritizing your ESG activities
Roundtable sessions recap
Neil Stewart, director of corporate outreach, SASB
Brian Matt, director of research and analytics, IHS Markit
Final thoughts and summary
Ben Ashwell, editor, IR Magazine
End of think tank
Join more than 120 senior leaders at the West Coast Think Tank. Below is a sample of people already signed up to attend.
|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|
"A great use of my time in terms of staying current with trends in IR and an exceptional networking event"
"This is the event of the year- a must have and not to miss! I never miss this event!"
"Always tough to get out of the office for a day of training but this event is well worth it!"
"This event is a great balance of content, discussion and networking"
"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. "
Bank of America is one of the world’s largest financial institutions, serving large corporations, small and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk-management products and services. BofA Securities, the institutional broker dealer business of Bank of America, is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital-raising solutions, lending, risk management, treasury, liquidity and payments management. Bank of America Corporation is listed on the NYSE.
For more information, please visit www.bofaml.com
Launched in 2016, the Investors Exchange is a stock exchange working to protect investors. In just three years, the Investors Exchange has grown to be one of the Top 10 largest exchange operators, globally, by notional value traded. To learn more about the exchange and other IEX businesses visit iextrading.com or search IEX.
IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. IHS Markit’s private markets division is a premier choice for the private capital industry to address growing pressures for transparency and regulatory compliance. Our full range of products offers solutions for portfolio management, valuations, investor reporting, operating metrics, or investor performance.
For more information, visit ihsmarkit.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 here.
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
For more information, visit nirisf.org