In-person event: El Prado Hotel, Palo Alto
The IR Magazine Think Tank – West Coast took place on Friday, September 23, 2022 in Palo Alto 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. More information is available at www.niri.org/certification.
With the help of senior IR professionals and investors, we discussed the biggest issues impacting public companies and their relationship with shareholders. All times are in PT (Pacific Time)
Registration, refreshments and networking
Welcome to the IR Magazine Think Tank
Laurence Taylor, senior conference producer, IR Magazine
A global recession: Capital market and macro-economic trends to prepare for in 2023
We will kick off our day with this view from a market strategist on the macro trends affecting public companies in the coming months. The session will set the scene with an update on global markets, fund flows, developments in M&A and activism activity and how IR teams can prepare for what is to come in 2023.
Moderator: Steve Wade, head of event content, IR Magazine
Adam Frederick, global president, Morrow Sodali
A top-down approach to delivering shareholder value
Given the outlook for the next 18 months, what are the priorities of senior management at a public company, and what are the expectations of IR teams to effectively communicate shareholder value? In this panel, we’ll share perspectives on the long-term effects of the pandemic, preparing for an economic downturn, the role of an IRO within the wider company strategy and how it has changed over the pandemic.
Moderator: Steve Wade, head of event content, IR Magazine
Shanye Hudson, SVP of investor relations and treasury, Seagate Technology
Jill Sawyer, VP of investor relations, Prologis
Roxi Wen, chief financial officer, Invitae
Roundtables: Learnings from the last recession – the role of an IRO
What is the role of an IRO during a post-pandemic downturn? How does it compare to the 2008 recession, and what can we learn from those who successfully navigated past market uncertainty? How are companies providing financial guidance during these times? How should you restructure resources when access to capital markets is challenging?
Revamping ESG engagement strategy to meet increasing investor expectations
Our panel will discuss all things ESG! With the announcement of the newly formed ISSB, SEC climate disclosures and policy, the expectations around the quality of ESG disclosures, metrics, reporting and communication have increased significantly. Our panel of experts will discuss how to create a comprehensive engagement strategy that effectively communicates the risks and opportunities that are material to your business. We’ll also cover upcoming ESG trends, proxy season findings and investor expectations around the depth and frequency of ESG-related communications.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Catherine Buan, head of IR, sustainability and ESG reporting, Asana
Katie Schmitz Eulitt, director of investor relationships, IFRS
Roundtables: Team structure to enable holistic, year-round ESG communication
Keeping on top of ESG alongside existing IR responsibilities can be challenging. We’ll discuss the options for supporting and resourcing the IR team and strategies to deliver a concise ESG story that communicates long-term value creation to investors and wider stakeholders.
Targeting the right investors in a hybrid, uncertain market
This panel will discuss innovative and new ways of targeting potential investors. What are the best practices around scheduling NDRs and determining which cities are open and which are closed? What tools and resources are available to identify and attract the right investors? What opportunities created by the pandemic can help ‘globalize’ your shareholder base?
We’ll explore new ways to secure additional sell-side coverage, weigh the pros and cons of paid analyst coverage, social media, cold calling and digital strategies, and any recent corporate access trends to be aware of going into 2023.
Moderator: Steve Wade, head of event content, IR Magazine
Marty Palka, chief intelligence analyst, investor relations, Cisco Systems
David Whyte, CEO, Irwin
Creating impactful meetings: Best practices for earnings call, investor days and more
In another forward-planning session, we share practical advice on how IR marketing calendars are evolving, how to approach specific investor touch-points, tailoring content for various audiences, operational delivery, and make every meeting matter.
We’ll discuss the optimal blend of formats for various IR engagements and how to create impactful investor days. We’ll also explore top tips to maximize the use of management’s time, fine-tune your elevator pitch to investors and manage inbound retail investor questions.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Chip Newcom, director of investor relations, EQUINIX
Linda Pazin, director of strategic communications, Sempra
Karen Sansot, vice president, investor relations, Bill.com
Roundtables: Compare company strategies for hybrid meetings and investor messaging
During these structured roundtables, heads of IR will share practical tips that have helped improve the effectiveness of their targeting process in the past 12 months. We’ll discuss ways to manage the changing sell-side dynamics, work better with buy-side corporate access teams, and the nuances of going on the road in new markets.
Investor Q&A: Expectations of IR teams during uncertainty in 2023
During this session, our panel of investors will address any concerns and questions you may have about the coming months. What do investors want from IR in a hybrid world? What are their predictions for the coming months? What do they want from companies during a downturn? Are investors tired of virtual events? What sectors are investors favouring going into 2023? What are the expectations around the depth and frequency of ESG communications?
Moderator: Steve Wade, head of event content, IR Magazine
Aline Avzaradel, equity portfolio manager, Capital Group
Lloyd Kurtz, senior portfolio manager, Wells Fargo Wealth and Investment Management
Mike Seidenberg, lead portfolio manager, Voya Financial
Closing remarks and summary of action points
Steve Wade, head of event content, IR Magazine
Drinks reception and networking sponsored by NIRI SV
Vern Essi, president, NIRI Silicon Valley and VP of IR, Fastly
Equity portfolio manager
Aline Avzaradel is an equity portfolio manager at Capital Group. As an equity analyst, she covers U.S. insurance companies. She has 19 years of investment experience and has been with Capital Group for 17 years. Earlier in her career at Capital, her coverage included the apparel industry, nonalcoholic beverages and packaged food companies. Prior to joining Capital, Aline was an investment banking analyst with Morgan Stanley in New York. She holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics and mathematics from Barnard College graduating summa cum laude and Phi Beta Kappa. Aline is based in San Francisco.
Head of IR, sustainability and ESG reporting
Catherine leads Investor Relations, Sustainability and ESG Reporting at Asana. Her role at Asana punctuates the developing landscape of Finance and ESG. Measuring and reporting progress in ESG will drive measurable outcomes and provide transparency to all stakeholders, from customers to employees to investors. This promotes trust, supports long term business growth and can elevate a company’s valuation.
Having started her career in investment banking, she has spent over 25 years helping companies maximize valuation during critical junctures, including acquisitions, turnarounds and IPO’s. She’s widely known across tech investing for her role in launching high-profile IPO’s including Asana, Lyft, Docusign, Okta, AppDynamics, Ariba and many others. At Asana, she works to elevate their market valuation by enhancing their brand around trust, mitigating perceived risks and helping to drive revenue, with a proactive, transparent and comprehensive ESG strategy.
President, NIRI Silicon Valley
VP of IR, Fastly
Vern joined Fastly in 2022 as Vice President of Investor Relations and also serves as President of the Board of Directors for NIRI’s Silicon Valley chapter. Vern was previously at Inphi, leading its investor relations efforts and corporate development strategy execution. Prior to joining Inphi, Vern was Director of IR and Strategic Finance at Quantenna Communications where he architected its investor relations effort and supported its strategic initiatives as a newly public company. Previously, Vern was Vice President of Business Development at Exar, where he worked on various corporate development aspects and managed the investor relations efforts. Vern started his career as a sell-side equity research analyst and brings to his corporate functions over 20 years of technology research experience at a host of investment banks, most recently at Needham & Company. Vern graduated from Babson College with a degree in Finance & Investments and holds both the Investor Relations Charter (IRC) and Chartered Market Technician (CMT) designations.
Adam Frederick joined Morrow Sodali in June 2021 as Global President. In this role, Adam is responsible for leading the business and growth strategy with a priority focus on the US and Morrow Sodali’s global business lines including M&A/Activism and Debt Services. Adam most recently served as Co-founder and CEO at Samurai Data Analytics, where he led the firm’s launch and expansion of an award-winning, AI-driven, financial technology platform that provides proprietary data and analytics to global financial institutions. Prior to founding Samurai Data Analytics, Frederick was Head of Global Market Intelligence for Q4, Inc., where he led innovations in Big Data, AI, and Machine Learning and successfully grew revenue. As Co-Founder and CEO of Oxford Intelligence Partners, Frederick built an innovative FinTech and Advisory firm which was acquired by Q4. Prior to Oxford, Frederick was a Managing Director, Corporate Solutions, for Nasdaq and held leadership positions with Bloom Partners and Thomson Reuters. Adam holds a Bachelor of Science in finance from Miami University’s Richard T. Farmer School of Business.
SVP of investor relations and treasury
Since joining Seagate in 2019, Shanye Hudson has managed the company’s relationships with both equity and credit investors. She is responsible for shaping the company’s narrative and effectively communicating the merits of Seagate’s investment thesis to the Street.
Prior to her arrival at Seagate, Hudson managed teams at both small and large market capitalization companies, where she instituted strategies to attract, convert, and retain high-quality investors. Among other roles, she served as a Vice President of Investor Relations at both Mellanox Technologies and Veeco Instruments, and as Senior Director of Investor Relations at both Micron Technology and Lam Research.
Hudson’s broad capital market experience includes M&A transactions, debt financing, equity offerings, and the privatization of a public company.
She holds a Bachelor of Science degree in Electrical Engineering from the University of New Mexico.
Senior portfolio manager
Wells Fargo Wealth and Investment Management
Lloyd Kurtz is a senior portfolio manager and head of the Social Impact Investing team, a unit within Managed Solutions (MS). MS is a division of Wells Fargo Investment Institute, Inc. (WFII). Units within Managed Solutions manage investment products and services and include Equity Optimization, the Fixed Income Strategies Team, the Option Strategies Group, and Social Impact Investing.
Lloyd joined Wells Fargo in 2016. Prior to joining Wells Fargo, he worked for Nelson Capital Management (an investment forum owned by Wells Capital Management), where he served as chief investment officer. He has 31 years of experience in the investment industry.
Lloyd earned a bachelor’s degree in English and Psychology from Vassar College and a Master of Business Administration in International Finance from Babson College. He is a CFA charterholder. He is located in San Franciso, California.
Director of investor relations
Since joining Equinix in 2015, he has held various roles in investor relations and treasury. In his current role, he has helped shape the company’s IR messaging and communications strategy and while in treasury he managed the company’s capital markets activities for the Telecity, Verizon and Bit-Isle acquisitions. Prior to Equinix, Mr. Newcom spent seven years HSBC in the Global Banking and Capital Markets division, where he advised US multinational clients on foreign exchange hedging.
Chief intelligence analyst, investor relations
Marty Palka is Chief Intelligence Analyst, (CIA), Investor Relations for Cisco Systems. Joined Cisco in June 1995, member of Cisco Investor Relations team since March 1998.
Educate investors about Cisco as a compelling investment. Explain how Cisco’s business model transition benefits investors. Highlight Cisco’s financial strength and our sustainable competitive advantages in technology. Showcase Cisco’s leadership bench strength. Collaborate with Cisco executives to deliver insights, and in turn, provide investor feedback to Cisco executives. Develop and nurture strong relationships via listening, understanding, and then follow through on feedback and commitments. Empathetic and understanding of diverse viewpoints. Complex messages explained via concise messaging. Achieve alignment, get agreement, and assign accountability. Successfully execute through rhythm and rigor, positive proof points, and measurable metrics. Cisco Investor Relations received numerous awards and recognition as world class best practice. Cisco Investor Relations innovations include the first NASDAQ Virtual Open. Also, contributed to Cisco’s business planning and competitive intelligence efforts first three years at Cisco.
Previous employers include Dataquest, SGI, Prime Computer and Data General. Served seven years on the NIRI (National Investor Relations Institute) Silicon Valley Board of Directors, reaching the term limit. Awarded the 2012 – 2013 Individual Leadership Award by NIRI National. MBA, Boston University Graduate School of Management. Bachelor of Science, Boston University School of Management
Director of strategic communications
Linda Pazin is Head of Strategic Communications for Sempra. She brings over 20 years of executive experience in corporate communications, marketing, public relations, and investor relations. Linda is responsible for overseeing all aspects of Sempra’s award-winning communications efforts, including external and internal communications, reputation, stakeholder engagement, thought leadership, financial communications, social media, content strategy, sustainability communications and media relations.
During her career, Ms. Pazin developed, managed and executed comprehensive, integrated communications programs at both high-growth startups, and established Fortune 1000 companies undergoing major transition. Her diverse sector experience spans technology, energy, media and entertainment, financial services, retail, real estate and more. She develops high-performing cross-functional teams with customer-driven vision and strategy. Linda’s strategic communications programs have addressed some of the most challenging business situations while protecting reputations, increasing brand visibility and maximizing valuation.
Ms. Pazin’s broad experience encompasses initial public offerings, M&A, corporate brand and reputation management, public and media relations, crisis and issues management, integrated marketing communications and public affairs. Linda has worked on over 50 initial public offerings and transactions throughout her career. She has helped senior management teams deliver compelling corporate and investor communications messaging, while articulating transparency and accountability.
In addition to founding her own management consulting firm, she also served as NYSE’s Head of Listings for the Western Region. She contributed to over 200+ global marketing campaigns during her tenure. Working directly with senior management teams and board members at some of the most high-profile publicly traded companies, she provided counsel on financial communications issues, capital markets strategy, corporate governance best practices and ESG.
Ms. Pazin previously served as Vice President, Corporate Communications & Investor Relations at Deckers Brands, a $5 billion global leader in designing, marketing and distributing innovative footwear, apparel and accessories. She built an award-winning integrated communications program from the ground up to support the company’s global expansion and omni-channel strategy.
Prior to Deckers, she was Senior Vice President, Corporate Communications & Investor Relations for Live Nation Entertainment, a $10 billion global organization, where she had worldwide responsibility for communications and investor relations and acted as chief spokesperson for the media and investment communities. Ms. Pazin played an instrumental role in the high-profile Live Nation/Ticketmaster merger where she led all integration efforts and developed and implemented pre- and post-merger communications strategies for the company and all its five divisions in North America and 47 countries internationally.
Prior to joining Live Nation, Ms. Pazin served as Director, Investor Relations & Corporate Communications for Fremont General Corporation, a $7 billion commercia/residential real estate company, during one of the worst mortgage crises on record. She was able to build and strengthen alliances, manage public perception and expectations and maximize support for the business during a critical cycle in the financial markets. Ms. Pazin also served as Director, Investor Relations for SouthWest Water Company where her team was awarded for outstanding performance from Institutional Investor.
Ms. Pazin earned a Master of Arts degree in Business and Economics with honors from Claremont Graduate University and Bachelor of Arts degree in Political Science from the University of Arizona. She is a frequent speaker and active member of the VP Communications Forum, National Investor Relations Institute, Financial Executives International and Public Relations Society of America.
Vice president, investor relations
Karen has 20 years investor relations and investment banking experience. She has developed top-ranked investor relations programs and led IR teams at large, mid, and small-cap companies across different industries.
Karen recently joined Bill.com, a financial operations software and B2B payments company, as Vice President and Head of Investor Relations. Previously, she was Senior Director of Investor Relations at Zendesk where the investor relations team was Institutional Investor-ranked #1 among small and mid-cap software companies for Best IR team and #2 for Best IR Program and Best Analyst Day. Karen was previously Senior Director and Head of Investor Relations at LeapFrog, a children’s electronic learning company, and Director and Head of Investor Relations at Electronic Arts, an interactive entertainment software company. At EA, Karen built a top-ranked investor relations program that was recognized by Barron’s and IR Magazine as “Top 100 in the Country” and Institutional Investor-ranked #2 in the software industry.
Karen was previously an investment banker at Montgomery Securities, BT (Bankers Trust) Securities, and Hadley Partners. During her banking career, she raised $12 billion in 32 debt and equity transactions for her clients, who were primarily in the consumer and hospitality industries. She also advised clients on M&A transactions on both the buy and sell side.
Karen holds a B.A. in Economics from UCLA and a M.S in Management from the Stanford Graduate School of Business. She is a Chartered Financial Analyst.
VP of investor relations
Jill Sawyer is the Head of Investor Relations for Prologis and is based in San Francisco. Her primary focus is to ensure that the company’s strategy, performance, and competitive edge is well understood by the investor community and Wall Street analysts with the objective of obtaining a fair relative valuation. Jill joined the company’s IR team in 2019 and was promoted to lead the team in early 2022.
Prior to joining Prologis, Jill spent 5 years as an associate analyst on the Citi REIT research team in New York covering the office and industrial sectors, helping the team to achieve the #1 Institutional Investor ranking for several consecutive years. Prior to this, she worked as an associate covering mortgage REITs at MLV & Co., as well as worked in global banking at Santander Bank, with a focus on commercial real estate. Jill holds a Bachelor of Business Administration from the University of Massachusetts, Amherst, with a concentration in finance.
Katie Schmitz Eulitt
Director of investor relationships
Katie Schmitz Eulitt leads the ISSB SASB Standards Investor Advisory Group, comprising over 60 leading global asset owners and managers – with >$53 Trillion AUM – supporting a global baseline standard for the communication of corporate performance on ESG issues relevant to the assessment of enterprise value to investors. This reprises similar roles Katie has played at the Value Reporting Foundation, prior to its merger with IFRS in August 2022 and at the Sustainability Accounting Standards Board prior to that. She also co-leads market engagement in Asia Pacific markets, with an emphasis on Japan, South Korea, and Singapore.
Lead portfolio manager
Mr. Seidenberg is the lead portfolio manager with the Allianz Technology Trust (UK) and a portfolio manager, an analyst with Voya which he joined in 2022. Previously was a member of the Global Technology team in the US with Allianz Global Investors. Mr. Seidenberg has 21 years of investment industry experience.
Before joining the firm, he worked at a number of hedge funds, including Pequot Capital, Andor Capital and Citadel Investment Group. He has also worked in the software industry and at Oracle Corporation.
Mr. Seidenberg has a B.S. in business administration from the University of Colorado and an M.B.A. with concentrations in finance and accounting from Columbia Business School
Senior conference producer
Laurence Taylor is a content researcher and conference producer at IR Magazine and Corporate Secretary where he is responsible for crowd-sourcing intelligence on the big global issues facing public companies. In this role, Laurence creates industry-wide conferences overseeing the event all the way from conception to completion.
Prior to this role, Laurence held similar roles with Westminster insight, A UK-based policy organisation for both the private and public sectors. Laurence also produced events for Metal Bulletin, American Metal Market, and Industrial Minerals market.
Head of event content
Steve Wade is a content researcher and conference producer at IR Magazine where he is responsible for crowd-sourcing intelligence on the big global issues facing investor relations. Steve also creates events where the IROs and the wider financial community can discuss, debate and learn about ways to develop the IR function.
Prior to IR Magazine, Steven’s background has been in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium, an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank and the Polish Ministry of Finance.
Steve has a degree in Event Management and enjoys playing rugby in his spare time.
Chief financial officer
Roxi leads Invitae’s Finance, Investor Relations, and Corporate Development teams, helping to scale the business globally by driving growth, capital allocation, financial management and the execution of our unique business model. Roxi brings decades of success as a senior business executive where she scaled global technology and medical technology companies. Prior to Invitae, she served as CFO at Mozilla Corporation, overseeing finance, M&A, business development, data and analytics, IT and engineering operations, workplace resources, and sustainability. Prior to Mozilla, Roxi served in CFO roles at Elo Touch Solutions and General Electric Critical Power following experience driving capital market and business finance efforts at Medtronic, a leading medical technology company. Roxi is a CFA shareholder and has a MBA from the University of Minnesota.
David Whyte is the CEO and Co-Founder of Irwin, a leading capital markets software company building a better way to manage investor relations. As CEO, David is responsible for driving the company’s mission to seamlessly connect the world’s capital seekers and allocators and make them more productive, innovative and successful.
Before founding Irwin David spent a decade working in capital markets, holding positions in investment banking and sales and trading for both global and boutique banks. David’s experience on the Institutional Equity and Event-Driven Sales team at Credit Suisse gave him a first-hand view of the complex challenges facing public companies in an ever-evolving regulatory landscape. His domain expertise results in product ideas that rethink traditional ways of doing things, helping capital markets participants navigate an increasingly competitive and regulated industry.
David graduated from Wilfrid Laurier University with a Bachelor of Business Administration and is a CFA Charterholder.
"Great speakers. Great venue. Had a chance to network with my peers for the first time in over 2 years!"
"Always tough to get out of the office for a day of training but this event is well worth it!"
"Excellent event, what a great set of speakers too!"
"I liked the small intimate format, roundtable and interactive discussions"
"The topics were relevant and very important"
"This event is a great balance of content, discussion and networking"
"Great to connect with peers again and great content"
"This is the event of the year- a must have and not to miss! I never miss this event!"
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 joined our think tank:
|Company||Job title||Company||Job title|
|CISCO Systems||Chief intelligence analyst, investor relations||Okta||SVP, investor relations|
|California Resources Corporation||Director, investor relations||Veritone||SVP, investor relations and capital markets|
|Macerich||Director, investor relations||Seagate||SVP, investor relations and treasury|
|Sempra||Director, investor relations||Samsara||VP, corporate development and investor relations|
|Siemens Healthineers||Director, investor relations||Synopsys||VP, finance and investor relations|
|Splunk||Director, investor relations||Agilent Technologies||VP, investor relations|
|Wish||Director, investor relations||Coupa Software||VP, investor relations|
|8×8||Global VP||Electronic Arts (EA)||VP, investor relations|
|Confluent||Head of investor relations||Intuit||VP, investor relations|
|AirBnB||Investor relations||REVOLVE||VP, investor relations|
|Equinix||Manager, investor relations||Syniverse Technologies||VP, investor relations|
|Gap||Manager, investor relations||Vir Biotechnology||VP, investor relations|
|Williams-Sonoma||Manager, investor relations||Vista Outdoor||VP, investor relations|
|SoftBank Group||Partner, investor relations||Central Garden & Pet||VP, investor relations|
|Intel Corporation||Senior director, investor relations||Kinnate Biopharma||VP, investor relations and communications|
|The Cheesecake Factory Inc.||Senior manager, investor relations||MannKind Corporation||VP, IR & corporate administration|
|Zoom||Senior manager, investor relations||WM Technology (Weedmaps)||VP, IR & corporate development|
|Expedia Group||SVP, corp development, strategy & IR||Asana||VP, IR & ESG reporting|
|Forge Group||SVP, finance & investor relations||AEye||VP, IR & strategic finance|
|Yelp||SVP, finance & investor relations||Allbirds||VP, IR & business development|
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:
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 II. Get in touch with Ian Richman or call on +1 212 430 6865.
Irwin is a leading capital markets software company building a better way to manage investor relations. By combining modern, easy-to-use solutions with the most comprehensive and differentiated investor intelligence, Irwin delivers insight and support that helps inform strategic business decisions for investor relations and C-Suite teams daily. Over 1,500 global users trust Irwin’s platform, and it services companies in all industries and market capitalizations with a commitment to excellence. Irwin was founded in Toronto, Canada in March 2017 and employs over 100 people globally. To learn more, please visit www.getirwin.com.
Morrow Sodali is the leading global consultancy specializing in shareholder services, corporate governance, proxy solicitation and capital markets transactions. The firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including: mergers and acquisitions, annual general and extraordinary shareholder meetings, dissident and contested campaigns, shareholder activist initiatives and multinational cross-border equity and debt transactions.
From headquarters in New York and London and nine offices in major capital markets, Morrow Sodali serves more than 700 corporate clients in 40 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include mutual funds, stock exchanges, membership associations and activist investors.
For more information, visit morrowsodali.com.
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions, with the distinction of having been recently added to the S&P 500, and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.
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
The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment. In keeping with this mission, the Chapter focuses on IR education, mentoring, and networking with the broad professional community. Our goal is to further the skills of our members, to expand their business opportunities, to increase Chapter membership, and to foster an environment that promotes IR learning for all.
For more information, visit nirisv.org.
The Virtual Chapter is the second largest chapter in the NIRI ecosystem, with over 230 members representing 160+ publicly traded companies from a wide range of professional experiences, industries, geographies and market caps. The Virtual Chapter has been providing online educational, professional development and networking opportunities for its members and the broader IR community for more than 16 years, and is the only NIRI chapter to offer CPE credits in addition to IRC PDUs. For more information, please contact [email protected].
The Nuvo Group provides financial printing, digital publishing and EDGAR SEC electronic filing services to some of the world’s most respected financial institutions. We possess the tools, team and advanced technologies to ensure an exceptional customer experience — ease of process, rapid execution, regulatory compliance and, of course, uncompromising accuracy. Our Mission & Vision is to consistently perform in ways that make our customers’ jobs easier, and their printing and filing faster, to leverage the most experienced talent, effective tools and advanced technologies in financial printing, digital publishing and EDGAR SEC filing today in order to simplify, accelerate and enhance the end product we proudly deliver to our customers — on time, in format and on budget. To lead in the design and development of groundbreaking services, solutions and support systems, innovations that redefine the industry of financial printing, digital publishing and EDGAR SEC filing and deliver more tangible value and responsiveness to customers — compressed lead times, error-free documents, streamlined production and reduced cost. Proud to be named one of Inc 5000’s Fastest Growing Private Companies.
For more information, please visit www.thenuvogroup.com.
Register your interest for the 2023 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 Elizabeth Cawte at [email protected] or call +44 20 8090 2156.