IR Magazine

IR Magazine Think Tank – West Coast
EXCLUSIVELY FOR HEADS OF IR

Monday, September 16, 2019

Garden Court Hotel, Palo Alto, CA

About the think tank

The IR Magazine Think Tank – West Coast is an invitation-only event exclusively for senior IROs. 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.

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.

Agenda

Click on the session title below to view details. View the agenda as a PDF

  • 08:15 AM
    Breakfast and registration

  • 09:00 AM
    Welcome and opening remarks

    Ben Ashwell, editor, IR Magazine

  • 09:15 AM
    IR trend watch: Responding to changes on the sell side

    • Reduced coverage – Are you experiencing it? What can you do to counter poor quality research? How do you determine the value/accuracy of your covering analysts and how does that factor into who you partner with? What has this done to the accuracy of financial modelling and consensus?
    • Company sponsored research – Have you used it? What’s your perception of it? When would you use it?
    • Direct engagement – Have you had experience of setting up investor meetings directly? How does it dovetail with the work you do through brokers? How did you find out how the investor organized corporate access?

    Grant Bartucci, associate director, corporate access & broker relations, Point 72
    Victoria Hyde-Dunn, head of investor relations, 8×8
    Mary Frances Turnbull, MD, corporate access, Raymond James & Associates

  • 09:45 AM
    Developing a robust engagement strategy: Targeting and roadshow best practice

    • How have engagement trends evolved internationally since the implementation of Mifid II? What is the best way to get in front of investors at this time?
    • How best to discover GARP and long-only investors? What are the risks in targeting long-only funds and sovereign wealth funds from outside of the US?
    • What factors go into determining the IR calendar? How should you manage your IR calendar between conferences, industry events and analyst days?
    • What is the level of importance you assign to each? Has it changed in recent years? Are IR teams favoring NDRs over conferences, because they can get in front the people they want to meet?
    • How much value do you put into non-deal roadshows? In what regions, how often and under what circumstances do you do IR-only roadshows?

    Joon Huh, vice president of investor relations, Zuora
    Lauren Dillard, chief communications officer and head of investor relations, LiveRamp
    Shannon Tatz, vice president of strategy and IR, PROS

  • 10:30 AM
    Table discussions investor engagement best practices

    Participate in structured group discussions focused around the issues mentioned in the previous targeting session and also on broader investor engagement best practices including earnings calls, social media, IR only roadshows and marketing calendars. Share your experiences and solve problems as a group in an interactive environment.

  • 11:00 AM
    Refreshment break

  • 11:30 AM
    Buy-side panel: Investor’s perspective on ESG integration

    • Is there a specific area of ESG that has gained more focus in the past year?
    • To what extent do ‘S’ & ‘E’ influence buy/sell decisions?
    • What questions do ESG-focused investors ask in meetings?
    • What should smaller companies with limited resources focus on?
    • What are the top disclosures that are most important to investors?
    • What are some of the most common misconceptions with respect to the reporting process?

    Robbie Miles, ESG analyst, Allianz Global Investors
    Nashat Moin, senior ESG analyst, Wells Fargo Asset Management
    Greg Waters, analyst, technology and communications sector, SASB (Moderator)

  • 11:55 AM
    IRO panel: How does the increasing focus on ESG impact the IR function?

    • How should you be integrating sustainability into your overall strategy and reporting processes? What is considered best practice?
    • What’s the best way to manage external expectations for additional disclosure metrics on the business?
    • Should you pursue outbound programs to discuss ESG with passive investors?
    • Are there regional or cultural differences between US and European investor views on ESG?

    Beth Howe, vice president and head of IR, HP
    Katrina Rymill, vice president of investor relations and sustainability, Equinix
    Rob Zivnuska, managing director, PJT Camberview
    Greg Waters, analyst, technology and communications sector, SASB (Moderator)

  • 12:20 PM
    Table discussions ESG integration best practice

  • 12:45 PM
    Lunch and networking

  • 13:45 PM
    IR at the table: How to elevate IR to become a strategic partner within a company

    • What is the future of IR? How do you see IR evolving in 5-10 years and what will drive this change?
    • What does the c-suite want from their IR teams? Does less active management mean smaller role for IR?
    • What are some best practices for getting your CEO and CFO on the same page during tough times?
    • How do you measure the success of your IR program?
    • How can IR teams best use their resources so that the IRO can be focused on providing strategic value?
    • To what extent does this rely on partnering with colleagues in other departments and how can you build those relationships?

    Ian Koenig, senior vice president, strategic growth, Investis Digital
    Maggie O’Donnell, director of investor relations, Wix.com
    Gabrielle Rabinovitch, head of investor relations, Paypal
    Smooch Repovich Reynolds, MD partner, global IRO & CCO practice group, ZRG Partners

  • 14:45 PM
    NEW FORMAT: Open Q&A with investors and analysts

    • What do investors value most from IR teams? Key questions coming from investors and analysts
    • Thinking like a PM: How to approach different portfolio managers
    • Understand the investment style for different funds and how you can become more relevant

    Lori Keith, portfolio manager, Parnassus Investments
    David Lopez, portfolio manager, Grassi Investment Management
    Justin Patterson, senior research analyst – internet, digital media, and travel, Raymond James Financial

  • 15:45 PM
    Final thoughts followed by a happy hour drinks reception, hosted by the NIRI SV Chapter

Speakers


Who Attended

Attendees are leading IR practitioners, many of whom have been highlighted in our IR Magazine Awards research over the years. Each participant is someone with an established track record and a strategic IR role within his or her company. This year’s attendees included:

Company Name Job Title Company Name Job Title
Allianz Global Investors Analyst, ESG ZRG Partners Managing Director, Global Investor Relations & CCO practice group
SASB Analyst, Technology PJT Camberview Partner
Point 72 Associate Director, Corporate Access Grassi Investment Mgmt. Portfolio Manager
LiveRamp CCO & Head, Investor Relations Wells Fargo Asset Mgmt. Senior Analyst, ESG
Beast Williams Photography CEO Activision Blizzard Senior Director, Investor Relations
Avinger CFO Cambium Networks Senior Director, Investor Relations
Zuora CFO MINDBODY Senior Director, Investor Relations
Forescout Director Align Technology Senior Manager
PJT Camberview Director HP Senior Manager
Raymond James Director, Corporate Access Pivotal Senior Manager, Investor Relations
CooperCompanies Director, Corporate Responsibility Portola Pharmaceuticals Senior Manager, Investor Relations
Finjan Director, Investor Relations Synopsys Senior Manager, Investor Relations
Indus Holdings Director, Investor Relations Western Digital Senior Manager, Marketing Solutions
Microsonic Systems Director, Investor Relations Raymond James Senior research analyst
SAP SE Director, Investor Relations Investis Digital Specialist, Digital Strategy
Wix.com Director, Investor Relations Western Digital Specialist, Investor Relations
Xilinx Director, Investor Relations Redwood Trust SVP, Investor Relations
Zendesk Director, Investor Relations ZRG Partners SVP, Investor Relations
Tetra Tech Director, Investor Relations & Assistant Treasurer Investis Digital SVP, Strategic Growth
PayPal Director, Investor Relations & Communications 8×8 VP & Head of Investor Relations
Micron Director, Sustainability Investis Digital VP, Client Partner
Alpha & Omega Semiconducter Head, Investor Relations Point 72 VP, Corporate Access
AssetMark Head, Investor Relations Theravance Biopharma VP, Finance & Investor Relations
Yelp Head, Investor Relations LiveRamp VP, Investor Relations
PayPal Investor Relations Cadence Design Systems VP, Investor Relations
PayPal Investor Relations Caesars Entertainment VP, Investor Relations
LiveRamp Investor Relations, Special Projects Elastic N.V. VP, Investor Relations
SASB Lead Analyst Electronic Arts VP, Investor Relations
Instructure Manager, Finance MM Enterprises VP, Investor Relations
Anaplan Manager, Investor Relations Parnassus Investments VP, Investor Relations
PayPal Manager, Investor Relations Poly (PLT) VP, Investor Relations
Visa Manager, Investor Relations Quotient VP, Investor Relations
WD-40 Manager, Portfolio Tailored Brands VP, Investor Relations
Applied Materials Managing Director ARC Document Solutions VP, Investor Relations
PJT Camberview Managing Director Calithera Biosciences VP, Investor Relations & Strategy
Raymond James Managing Director, Corporate Access PROS VP, Investor Relations & Strategy

Attendees say

"The IR Magazine Think Tank is always an event with excellent content and a great venue to interact with peers."

Jackie Cossmon, executive director of IR & corporate communications, Xenoport

"This was my first time attending and I found it very insightful. The format of topic areas by "speaker/facilitators" followed by table top discussions was very valuable. I left the event with a handful of key takeaways that I could start implementing immediately."

Christine Zedelmayer, head of IR and corporate communications, Alphatec Spine

"The IR Magazine Think Tank is packed with useful content from quality speakers from the corporate and investment community. The event is structured to provide ample time for discussion among attendees on hot topics for IR professionals."

Dawn Goetter, director of marketing communications, MicroVision

"I've always found the IR Magazine Think Tanks to be a source of ideas for immediate implementation."

John Nunziati, senior director of investor relations, Avaya

Venue and location

This year’s Think Tank was held at:

Garden Court Hotel
520 Cowper St.
Palo Alto, CA 94301
Grove Ballroom, 2nd floor

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