An interactive virtual event
In light of the current situation surrounding Covid-19 and putting the safety of our attendees first, the West Coast Think Tank will now be 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 connects you to even more IR heads across the West Coast so we hope you will join us for a day of in-depth collaboration with your peers from the comfort of your desk. As with all our think tanks, the event is exclusively for heads of IR at publicly listed companies and is free to attend.
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.
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
Hear the latest insights from these leading experts
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.
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.
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.
VP 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.
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.
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
Senior US equity strategist
Bank of America Merrill Lynch
Jill Carey Hall is a director and senior US equity strategist who joined BofA Merrill Lynch Global Research in 2009. She works closely with Savita Subramanian, head of US Equity & Quantitative Strategy, in determining forecasts for the S&P 500, recommending sector allocations for US equities and publishing thematic reports. Hall is the lead on the team’s Small Cap Strategy work and is additionally responsible for the team’s S&P 500 EPS forecasts. She also authors a weekly proprietary analysis of BofAML equity client flow trends.
Hall has been quoted in various financial news publications including the Wall Street Journal and Financial Times and is a periodic guest on Bloomberg TV and CNBC. 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.
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.
Welcome and introduction to the Virtual Think Tank
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?
5-minute interval and speed networking
How the stock market operates at times of crisis
To help understand how the markets are likely to react to the global pandemic and future black swans we observe some of the patterns of behavior during previous crisis’
• The current environment and impact on overall market functioning
• How will different market participants react?
• The potential impact on SEC actions, rulings and enforcement
5-minute interval and speed networking
COVID-19: Key action points for IROs
The spread of the Covid-19 virus is taking it’s toll on the economies, markets and businesses globally. California has been uniquely impacted and declared a state-of-emergency and this session seeks to provide clarity around how heads of IR can address the situation; practically in terms of the running of their own operations, and in terms of shareholder communications.
Roundtable discussions on the big issues facing IR today [Roundtable discussion]
10-minute break: Join your colleagues in the networking area!
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?
Discussions on changes to corporate access [Roundtable discussions]
5-minute interval and speed networking
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
Communicating culture and prioritizing your ESG activities [Roundtable discussion]
10-minute break: Join your colleagues in the networking area!
What the C-Suite want from IR teams
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
Final thoughts and free networking time
End of The Virtual 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|
This event is exclusively for chief financial officers, finance directors and senior investor relations officers. To register for this year’s virtual event, please fill in the form below and if you are eligible, we will send you the log in details to join online. If you have any questions or require any assistance with registering for the think tank, please contact Priscilla Lim on +44 20 8004 4989
"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
Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and a range of other diversified financial and governance services.
Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world’s leading organizations use us to streamline and maximize the value of relationships with their investors, employees, creditors and customers.
Computershare is represented in all major financial markets and has over 12,000 employees worldwide.
For more information, visit computershare.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
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:
To find out more about the benefits of partnering and the various packages available, email Ian Richman or call on +1 212 430 6865.