IR Magazine

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

Wednesday, March 23, 2022

In-person event: El Prado Hotel, Palo Alto

About the think tank

The IR Magazine Think Tank – West Coast will take place on Wednesday, March 23, 2022 in Palo Alto and 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.

For 2022, the think tank will take place as a in-person event in Palo Alto. Further details about the agenda, speakers, venue and how to request invites, will be announced shortly. In the meantime, please register your interest here to be the first to know when the details are announced.

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

Agenda: 2020

We will announce details of the 2022 agenda shortly

All times displayed are in Eastern Time (ET)

View the 2020 PDF agenda here

  • 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

Speakers: 2020

To inquire about speaking at the 2022 forum, please contact [email protected] or call +44 7763 851 425

What our 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"


"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

"Great event for networking and best practices"

Director of IR, Zendesk

"A well run event with a relaxed atmosphere conducive to sharing ideas and networking"

Investor relations, eBay

"I always find value in these events and appreciate the access"

Director of IR, Symantec

Who attends our events

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 join our think tank:

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 full attendee list


El Prado Hotel (formerly the Garden Court Hotel)
520 Cowper Street
Palo Alto
CA 94301

View the venue’s Covid-19 Statement here.

IR Magazine have arranged for discounted rates at nearby hotels located a short distance away from the venue. Click here to view the hotels and rates.

Register your interest

Register your interest for the 2022 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 Danielle Gardiner at [email protected] or call +44 20 8090 0556.



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