Garden Court Hotel, Palo Alto, CA
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.
To inquire about speaking at the 2020 think tank, please contact [email protected] or call +44 20 3865 8103
Associate director, corporate access & broker relations
Grant Bartucci leads Point72’s Corporate Access Origination function. In this role Mr. Bartucci is responsible for the Firm’s corporate access origination program, including establishing the Firm’s external branding message, relationship development and partnering with the corporate community, and organizing meetings between Point72 investment professionals and corporate management teams.
Prior to joining the Firm, Mr. Bartucci worked as an associate for The Goldman Sachs Group and a manager at Ernst & Young.
Mr. Bartucci earned both his Bachelor of Business Administration and Master of Science in Accountancy from the University of Notre Dame, Mendoza College of Business. He currently is a CFA Charterholder, Certified Fraud Examiner, and Certified Public Accountant.
Chief communications officer and head of investor relations
Lauren Dillard serves as Chief Communications Officer and Head of Investor Relations for LiveRamp, a public software company headquartered in San Francisco. In her role, Lauren leads investor relations, media relations, analyst relations and internal communications. As part of the executive leadership team, she is focused on elevating LiveRamp as an independent public company since its separation from Acxiom in late 2018, reinforcing its position as a neutral, open provider of data connectivity.
Prior to joining LiveRamp in 2014, Lauren was at Addo Communications, where she helped develop and execute investor relations strategies for wide-range of private and public companies in the TMT space. Before Addo, she worked in Corporate Finance at Silver Spring Networks and completed her CPA at Ernst & Young. Lauren holds a Bachelor’s of Science in Accounting from Santa Clara University and lives in San Francisco where she serves on the board of several nonprofits, including The Bay Area Discovery Museum and Multiplying Good.
Vice president and head of IR
Beth Howe leads investor relations at HP Inc. In this role she is responsible for managing HP’s interactions with current and prospective shareholders as well as sell-side research analysts. She works closely with HP’s CEO and CFO to develop and communicate HP’s strategy and investment thesis to generate shareholder interest and investment in HP Inc.
Prior to this role, Beth was the business CFO for the Graphics Solutions Business. In this role, she led a global team with end to end financial accountability for the $3+ billion business. Previously, she held finance and strategy leadership positions at Hewlett Packard Company including Director of Investor Relations from 2006 to 2010.
Prior to joining HP, Beth was a Finance Director at SGI where she had various roles including responsibility for Investor Relations. Previously, she held various marketing and business management positions. She began her career as an engineer.
Beth has a Master’s degree in Engineering Economic Systems and Operation Research and a master’s degree and bachelor’s degree in Engineering from Stanford University.
Vice president of investor relations
Joon Huh is Vice President, Investor Relations at Zuora. Prior to joining Zuora in 2018, he was Vice President of Investor Relations at Visa. Before joining Visa, he held various financial leadership positions over nine years at Yahoo, including Investor Relations and Corporate Finance. Prior to Yahoo, Joon spent several years in financial services at Mesirow Financial, Deloitte and Bear Stearns. He began his career as an engineer at General Electric. He received his MBA from the University of Chicago, Booth School of Business and a BS in engineering from the University of Washington.
Head of investor relations
Victoria has over 20 years of FinTech and SaaS industry experience including 15 years in award-winning investor relations programs. Victoria leads investor relations for 8×8, Inc. (NYSE:EGHT), a global software-as-a-service (SaaS) provider of cloud communications, contact center, chat, video conferencing and enterprise API solutions headquartered in San Jose, CA. In this role, she oversees all aspects of 8×8’s relationships with investors, sell-side analysts and debt holders. Prior to joining 8×8 in October 2017, she served as Director of Investor Relations for Visa Inc. (NYSE:V) for 10 years.
Victoria joined Visa in 2007 to establish the company’s global IR function and investor positioning prior to the company’s successful IPO in March 2008. Prior to Visa, Victoria held Investor Relations roles at McAfee Inc. (acquired by Intel) and Providian Financial (acquired by Washington Mutual/ JP Morgan Chase).
Victoria is a board member for the NIRI San Francisco chapter since 2016 and served on the NIRI Silicon Valley board from 2007 to 2011. She has held the positions of Sponsorship, Advocacy, Membership and Programs throughout her board experience. She was also a volunteer for NIRI’s 50th Anniversary Annual Conference Committee developing the ‘Corporate Governance, Board Relations and Strategic Collaboration’ session track. Victoria has been recognized by Institutional Investor Magazine and IR Magazine throughout her professional career. She earned a Business Administration degree in Finance and MBA from the University of San Francisco.
Lori Keith is Portfolio Manager of the Parnassus Mid Cap Fund with responsibility for portfolio management for the firm’s Mid Cap strategy. She joined Parnassus Investments in 2005 after serving as a Parnassus research intern. Before joining the firm, Ms. Keith was a Vice President of Investment Banking at Deloitte & Touche Corporate Finance LLC and was a Senior Associate in Robertson Stephens & Company’s investment banking division. Prior to that, she worked in the management consulting practice at Ernst & Young. Ms. Keith received her bachelor’s degree in economics from the University of California, Los Angeles and her master’s degree in business administration from Harvard Business School.
Senior vice president, strategic growth
As a founding member of Investis Digital’s North American operations, Ian is an integral member of the executive management team. Instrumental in growing Investis Digital’s US revenue more than twenty-fold over the past four years, Ian also continues to help shape overall market strategy and identifying new products for unmet client and market needs.
As a digital advisor and trusted partner to many of Investis Digital’s strategic accounts, including The Estee Lauder Companies, WWE, Jet.com, and Apollo Global Management, Ian excels at understanding and identifying complex digital needs for sophisticated companies, both large and growing, and delivers them in a manner that leads to future collaboration.
Grassi Investment Management
David J. Lopez is an Associate Portfolio Manager at Grassi Investment Management, LLC. He manages portfolios for institutional and high net-worth individual clients bringing 10 years of market experience and passion to his work.
Previously, David was a Portfolio Associate at Sand Hill Global Advisors where he researched investment opportunities and managed portfolios for institutional and high net-worth clients. Prior to that, he was a successfully self employed stock trader, and in college served as President of California State University, Sacramento’s Student Investment Fund.
David was born in Sacramento and graduated from California State University, Sacramento with a B.S. in Business Administration with a Finance concentration and a minor in Government. He lives in Santa Clara with his wife, and enjoys traveling abroad as well as engaging in local philanthropy.
Allianz Global Investors
Robbie is an ESG analyst with Allianz Global Investors, which he joined in 2014. After 3 years in London, Robbie moved to the San Francisco to facilitate the integration of sustainable investing in the US. He has analytical responsibilities on the Environmental, Social and Governance (ESG) Research team for the utilities and industrials sectors, with a particular focus on clean technologies. Robbie is responsible for corporate governance and stewardship in the US. He has seven years of sustainable finance experience. Robbie is a CFA charterholder, qualified as a chartered accountant with PwC and holds a BA in Environment and Business from the University of Leeds.
Senior ESG analyst, global credit research
Wells Fargo Asset Management
Nashat Moin is a senior ESG analyst for the Wells Fargo Asset Management (WFAM) Global Credit Research team. In this capacity, Nashat leads fixed income team’s evaluation and implementation of proprietary WFAM research into ESG factors. She also serves as an internal liaison with other groups within WFAM on ESG approach and methodology. Prior to joining the firm in 2018, Nashat worked as a sector analyst for the Sustainability Accounting Standards Board (SASB) where she led the research for 34 industries in transportation, services, consumer durables, and infrastructure sectors. Earlier roles include serving as a research associate for Poverty Action Lab and as an assistant economist at the Federal Reserve Bank of Richmond. Nashat began her investment industry career in 2013. She earned a bachelor’s degree in economics from Smith College and holds a master’s degree in international policy studies from Stanford University.
Director of investor relations
Maggie O’Donnell is Wix’s Director of Investor Relations based in San Francisco.She joined Wix in August 2017. Maggie was the recipient of the 2019 IR Magazine Rising Star. She also serves as the VP of Communications on the board of NIRI SF. Prior to Wix, Maggie spent almost 2.5 years as the Investor Relations analyst at Facebook. Prior to that, Maggie spent almost 4 years at GE, first as part of the Financial Management Program, and then in FP&A. Maggie holds a B.S. in Economics and Environmental Studies from Fairfield University.
Senior research analyst - internet, digital media, and travel
Raymond James Financial
Justin Patterson covers the Internet sector, specializing in digital entertainment, travel, the gig economy, and marketplaces. Since 2007, Mr. Patterson has studied how the proliferation of mobile devices, improved internet connectivity, and rise of app stores change consumer behavior and create new business models. Mr. Patterson has been recognized as an Institutional Investor Rising Star and StarMine top earnings estimator for the Internet sector. He is frequently quoted in the press and regularly appears on Bloomberg and CNBC. Mr. Patterson graduated with a M.S. degree in finance from Vanderbilt University’s Owen Graduate School of Management and is a CFA Charterholder.
Head of investor relations
Gabrielle is Senior Director of Investor Relations at PayPal. Previously, Gabrielle was Vice President, Investor Relations for Williams-Sonoma, Inc. Prior to joining Williams-Sonoma, Inc. in 2012, Gabrielle was a Vice President in AlixPartners’ Financial Advisory Services practice. Before joining AlixPartners, Gabrielle spent more than seven years in investment banking, most recently as an Associate in the Los Angeles office of Bank of America Merrill Lynch. Gabrielle is a Member of the State Bar of California.
Gabrielle has a JD from UCLA School of Law; MBA from UCLA Anderson School of Management; B.S. from New York University and has served on the board of the NIRI San Francisco Chapter since 2014.
Smooch Repovich Reynolds
Managing director, global investor relations 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.
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.
Vice president of strategy and IR
Shannon Tatz is Vice President of Strategy and Investor Relations at PROS, a $2.8B market cap SaaS company that leverages its AI platform to help companies power digital selling. Shannon leads a team responsible for the development and communication of corporate strategy, corporate development and all aspects of investor relations. Prior to moving into Investor Relations, Shannon led teams in PROS Strategic Consulting group, which is responsible for helping customers understand PROS solutions and the value that they drive. Shannon was a Fulbright Scholar and received her MBA from the University of Texas- Austin and her B.A. from Boston College.
Managing director and head of corporate access
Raymond James & Associates
Mary serves as Managing Director and Head of Corporate Access at Raymond James with an emphasis on collaborating with Investor Relations professionals to develop strategies for investor outreach and targeting. In this role, Mary is also responsible for partnering with Capital Markets, Investment Banking and Research professionals to develop and source content for Raymond James hosted general and sector-specific conferences, summits, symposiums, non-deal roadshows, bespoke and industry experts. Prior to joining Raymond James, Mary served in various research, sales and management roles at serval sell-side investment banks; including Lehman Brothers, Deutsche Bank and Salomon Smith Barney.
An active NIRI member, she is currently on the Board of NIRI Silicon Valley, and previously served on the Annual Conference Committee and President of the Central Florida chapter. She is founder and co-chair of The Women in Capital Markets Symposium (WICM), an annual event devoted to advancing the professional development of women at Raymond James.
Mary received a BA in economics from Mount Holyoke College, and an MBA in finance from Fordham University.
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.
Rob Zivnuska is a Managing Director at PJT Camberview in San Francisco. Mr. Zivnuska advises public companies on shareholder engagement, activism, contested situations and other complex governance matters.
Before joining PJT Camberview, Mr. Zivnuska served as head of the Americas Corporate Governance and Responsible Investment team at BlackRock. In that role, he managed all aspects of the corporate governance function for BlackRock’s equity investments in more than 5,000 companies based in North and South America. Prior to BlackRock, Mr. Zivnuska was a corporate attorney with Skadden, Arps, Slate, Meagher & Flom LLP.
Mr. Zivnuska is a member of the State Bar of California. He holds a JD from Georgetown University Law Center and a bachelor’s degree, with honors, from the University of California, Davis.
Ben Ashwell is the editor at IR Magazine and 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.
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. 2019 attendees included:
|SVP, investor relations||Redwood Trust|
|Vice president, investor relations||Pivotal|
|VP & head of investor relations||HP|
|VP, finance & investor relations||Theravance Biopharma|
|VP, investor relations||Caesars Entertainment|
|VP, investor relations||Elastic N.V.|
|VP, investor relations||Electronic Arts|
|VP, investor relations||Instructure|
|VP, investor relations||MM Enterprises|
|VP, investor relations||Poly (FKA Plantronics)|
|VP, investor relations||Quotient|
|VP, investor relations||Tailored Brands|
|VP, investor relations||Zuora|
|VP, investor relations & corporate communications||ARC Document Solutions|
|VP, investor relations & strategy||Calithera Biosciences|
|VP, investor relations & strategy||PROS|
|VP, investor relations & sustainability||Equinix|
"Great event for networking and best practices."
"Content was right on the mark and appreciate the opportunity to attend. "
"The IR Magazine Think Tank is always an event with excellent content and a great venue to interact with peers."
"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."
"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."
"I've always found the IR Magazine Think Tanks to be a source of ideas for immediate implementation."
This event is exclusively for senior corporate IROs and other senior-level executives with IR responsibility. To register for this year’s event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed event information. If you have any questions or require any assistance with registering for the think tank, please contact Priscilla Lim at +44 20 8004 4989.
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 www.zrgpartners.com.
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