IR Magazine

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

Thursday, September 19, 2024

Venue to be announced, San Francisco

Our unique format

The IR Magazine Think Tank – West Coast takes place on Thursday, September 19 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.


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. For more information about the Investor Relations Charter (IRC)®, please visit www.niri.org/certification.

 

Agenda: 2023

We will be announcing our 2024 agenda shortly. In the meantime please see below for our 2023 agenda.

Click here to view the 2023 agenda.

Timings on the agenda are shown in Pacific Time (PT)

 

  • 08:00 AM
    Registration, refreshments and networking

  • 08:55 AM
    Welcome to the IR Magazine Think Tank

    Laurence Taylor, senior conference producer, IR Magazine

  • 09:00 AM
    Debate the impact of the anti-ESG movement on how companies communicate their sustainability efforts

    As ESG movement grows and evolves, so too does its opposition. But how significant is the ESG pushback for public companies, and how – if at all – should IR teams respond? Here we will debate whether the anti-ESG movement should be taken into account in your ESG communications, or if doing so risks diluting your sustainability story. 

    • Discuss the significance of the anti-ESG movement on public companies 
    • Debate whether IR teams should acknowledge the push back when communicating their sustainability story 
    • Explore the long-term impacts of ESG opposition on investor relations 

    Moderator: Lauren McDonald, conference producer, IR Magazine
    Ale
    x Hughes, vice president of investor relations, Guidewire Software

    Mike Rost, senior vice president, corporate development and investor relations, Workiva

  • 09:30 AM
    ESG Roundtables

    Topics:

    Managing and communicating your environmental performance to stakeholders

    IR caught in the middle: When social issues hit your company

    • T.J. O’Sullivan, managing director, Joele Frank
    • Kaitlin Kikalo, managing director, Joele Frank

     

     

  • 10:00 AM
    Innovating your outreach with retail investors

    There are now more retail investors trading for themselves than ever before. Yet, despite their growing prevalence, retail investors often find themselves relegated to the sidelines. In this session we will take a deep dive into the value of an effective retail strategy in the current environment, and share advice on how best to target, manage and sustain relationships with retail shareholders. 

    • Understand the benefits of a strong retail strategy in today’s environment 
    • Learn how to fine-tune your marketing to retail investors 
    • Discuss best practices around managing your retail shareholder base 

    Moderator: Laurence Taylor, senior conference producer, IR Magazine
    Anil Gupta, vice president, investor relations, Coinbase
     

  • 10:20 AM
    Coffee break

  • 10:40 AM
    Getting better returns on shareholder engagement

    It’s been several years since the return to in-person events but the corporate access world has changed dramatically since the pandemic. Here our panellists will discuss the different channels of engagement, how corporate access trends are evolving and how to maximize the efficiency of your outreach. 

    • Understand the evolving role of the sell-side and buy-side corporate access   
    • Tailor your engagement to a range of investment styles 
    • Improve the productivity of yours and management’s time on the road 

    Lance Spacek, head of corporate access, Wells Fargo 
    Lisa Rubinger, broker and corporate relations, Ashler Capital

  • 11:10 AM
    Planning and executing a meaningful investor day

    A well-timed investor day is a unique chance to provide a much deeper view into the company’s strategy, update investors on the long-term financial framework, provide access to the broader management team and reframe your investment case. In this panel, we’ll discuss when and how to put on a successful hybrid event to make the most of this crucial opportunity. 

    • Setting the tone: Developing the drivers and key message of the event 
    • Planning: Preparing your executive team and anticipating investor questions 
    • On the day: Incentivising in-person attendance whilst ensuring an immersive experience for virtual attendees

    Moderator: Lauren McDonald, conference producer, IR Magazine
    Brooke Bakewell, senior manager, investor relations, Salesforce
    Hunter Stenbeck, senior vice president, strategic situations and investor relations, Edelman Smithfield
    Dave Zbojniewicz, vice president, investor relations, Mattel

  • 11:55 AM
    Targeting and engagement roundtables

    Topics:

    Reaching the right people in the right way

    Investor Relations in the Digital Age: The Rapidly Evolving Retail Investor Landscape

    • Matt Joanou, CEO & co-founder, Stakeholder Labs
  • 12:25 PM
    Lunch

  • 13:30 PM
    Leveraging AI to strengthen the issuer-investor relationship

    In this session our panellists will share their views on how AI is reshaping how IR teams and investors communicate with one another. Learn how investors are using AI to screen stocks, what the implications of this is on IR teams, and how IROs themselves can leverage AI to improve how they approach and communicate with investors. 

    • Understand what tools are out there and how are people using them 
    • Learn how investors are integrating AI into their investment strategies 
    • Discuss how IR teams can stay ahead as AI is increasingly adopted by the buy-side 
    • Share practical advice on using AI to drive efficiency in investor relations 

    Erik Carlson, COO and CFO, Notified
    Victoria Hyde-Dunn, vice president of investor relations, Informatica

  • 14:00 PM
    'IR plus': Staying ahead in your career as the role evolves

    The role and perception of IR has changed a lot over the years. IROs now take on diverse responsibilities beyond their traditional functions, reshaping careers, team dynamics, and the profession’s future. Here we look at how market and technological trends are impacting the skills needs of future IR professionals, and share tips on growing your career within and beyond IR. 

    • Getting into IR: Hear how companies are attracting the new generation of IR talent 
    • Developing your role: Advice for IROs looking to expand and grow their mandate 
    • Moving up: Give yourself the best chance of being promoted 
    • Moving out: Explore diverse opportunities beyond IR 

    Moderator: Lauren McDonald, conference producer, IR Magazine
    Daniel Amir, vice president, finance and investor relations, ironSource/Unity
    Katrina Rymill, senior vice president, corporate finance and sustainability, Equinix

  • 14:30 PM
    Roundtables: Enabling smarter IR teams

  • 15:00 PM
    Afternoon break

  • 15:15 PM
    Buy-side Q&A: Understand investor priorities for 2024

    During this open Q&A session, our panel of investors will address any concerns and questions about the next 12 months, and what they expect from IR teams. This is your chance to engage directly with a range of investors on various topics, including: 

    • Learn how investor sentiment is changing as we approach 2024 
    • Discuss the red and green flags investors face when it comes to messaging 
    • Understand which channels of engagement investors find the most useful 

    Moderator: Laurence Taylor, senior conference producer, IR Magazine
    Lori Keith, director of research and portfolio manager, Parnassus Investments
     

  • 15:40 PM
    The IR situation room

    A carefully structured, collaborative session that gives attendees an opportunity to work together to solve each other’s real-life IR challenges in a consultation-style setting

    • Get real solutions from IR peers on a particular challenge you are facing
    • Understand the challenges that other IR professionals are facing
    • Benefit from the collective discussions that result

    Moderator: Victoria Hydde-Dunne, vice president, investor relations, Informatica

  • 16:20 PM
    Closing remarks and cocktail reception

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 our past attendees:

Job title Company Job title Company
AD, head of IR OmniAb Senior manager, IR Salesforce
Chief financial officer Medexus Pharma Senior vice president Genasys
Chief financial officer Nuvve Corp Senior, manager, IR Box
Director Airbnb SVP, IR FIGS
Director IR, FP&A lithia SVP, IR Okta
Director, IR Atlassian SVP, IR, corporate development Workiva
Director, IR ContextLogic VP, finance Hinge health
Director, IR Del Monte VP, finance Unity
Director, IR Electronic Arts VP, head of IR, communications Kinnate Biopharma
Director, IR Gap VP, head, IR Upstart Holdings
Director, IR Roku VP, investor and industry analyst relations Cambium Networks
Director, IR Splunk Technology VP, IR Allbirds
Director, IR United States Steel Corporation VP, IR Bill.com
Head of IR Affirm VP, IR BlackBerry
Head of IR AOL VP, IR Central & Garden & Pet
Head of IR DataStax VP, IR Coinbase
Head of IR Expensify VP, IR Domo
Head of IR Joby Aviation VP, IR Farmers’ Business Network
Head of IR Longboard Pharmaceuticals VP, IR J.M. Smucker
IR PDF Solutions VP, IR NuVasive
IR & treasury Granite Construction VP, IR PagerDuty
IR manager Fortive VP, IR Revolve Group
IR, corporate development Hippo Holdings VP, IR SciPlay Corporation
IRO FLYW VP, IR Stem
Manager, IR GAP VP, IR Sutro Biopharma
Manager, IR, strategic finance 10x Genomics VP, IR The Honest Company
Senior director, IR Equinix VP, IR and capital markets Rover Group
Senior manager, IR Applied Materials VP, IR, corporate development Edgio
Senior manager, IR Elastic VP, treasurer and head of IR Intuitive Surgical

 

Request full attendee list

What our attendees say

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

8x8

"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

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

Axos Financial

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

eBay

"Great to connect with peers again and great content"

Sempra

Partners

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.

Request an invite

This event is exclusively for senior corporate, in-house IR professionals. To request an invite for this event, please fill in the form below and if you are eligible, we will send you a confirmation email along with detailed event information.

If you have any questions please contact Thomas Williams at [email protected] or call on +44 208 090 2156.

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