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Navigation Session Information

Conference Material Site sponsored by Ipreo  
Sunday, June 3, 2012


Why Now?
Exchanges now trade only approximately 30% of the volume in their own stock. There are now upwards of 40 "dark pools," all with varying models. Unprecedented change in our financial markets and a transformation in equity research has occurred.
Actionable Takeaway Documents
  • Market Evolution Handout
  • Slide Deck

Session Material
Attendee access, log-in required
Effective IR in the New Capital Markets*
Sun - Jun, 3 | 1:00 pm - 3:00 pm
Location: 6D (Convention Center Level 6)
Category: Conference Workshop | Secondary Category: Capital Markets

Everything we thought we knew about the capital markets has drastically changed over the last ten years. This workshop will touch on the three pillars of our capital markets: trading, research and equity capital markets. In this workshop, we'll make sense out of all the recent changes in the capital markets, including timely topics like high frequency trading and alternative research and drill down to what it all means to the practice of investor relations. By the end of this seminar, you'll leave as a more powerful IRO.

Moderator/Lead Speaker:
Nicole Olson, Director, Investor Relations and Marketing
Liquidnet Holdings Inc.

Panelist(s)/Co-Speaker(s):
John Adam, Director, Equity Capital Markets
Liquidnet Holdings Inc.

Richard Barry, Vice President/Floor Governor
NYSE Euronext

Randall M. Hopkins, Managing Director
The NASDAQ OMX Group
    Learning Objectives:
  • Learn about the evolution and trends of equity research, including a discussion on alternative research providers
  • Increase your knowledge in capital markets and learn what pieces of information your management team and board might find insightful
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Getting Your Show on the Road*
Sun - Jun, 3 | 1:00 pm - 3:00 pm
Location: 6C (Convention Center Level 6)
Category: Conference Workshop | Secondary Category: IR Marketing/Outreach

New to IR? Seasoned but want to learn more about roadshows outside of the US? If so, plan to attend this workshop, where you'll learn the basics and more about getting your management team out in front of the Street both in and outside of the US. Join us to delve into the different models you can use, how to work with the sell-side for sell-side sponsored roadshows, how to set up independent roadshows and ways to measure your roadshow's success -- not to mention the different agendas of all parties involved!

Complement this deep-dive into getting your show on the road with the session "Data Driven Targeting" on June 5 at 1:45pm

Moderator/Lead Speaker:
Arzu Cevik, Director & Editor of IRHub
Thomson Reuters

Panelist(s)/Co-Speaker(s):
Elizabeth Allen, CFA, Manager, Investor Relations
FedEx Corporation

Doug Fox, Vice President, Investor Relations & Treasurer
Zebra Technologies

Nancy Hobor, Lecturer, Integrated Marketing Communications
Northwestern University

Tim Human, Web Editor
CrossBorder Group/IR Magazine

Coleman N Lannum, CFA, Vice President, Investor Relations
Covidien, Plc
    Learning Objectives:
  • Learn the basics of setting up and effectively managing non-deal roadshows in the US, including various models of roadshows and key firms by geographic area
  • Learn how best to manage non-deal roadshows outside the US; in Europe, Asia and explore the possibilities of visiting Latin America
  • Learn how to measure the effectiveness of your roadshow and learn what types of service providers and technologies are out there to support roadshows
  • Learn the differing agendas and objectives of the sell-side and buy-side relative to roadshows and how you can manage these effectively
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
In this age of constant communication and information feeds and inquiries, being prepared is one of the most powerful tools for success and effectiveness. This session will teach you to excel with confidence as a spokesperson, while providing skills to help you train others.
Actionable Takeaway Documents
  • PowerPoint Presentations
  • Do's and Don'ts

Session Material
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Speaker Training for the IRO*
Sun - Jun, 3 | 1:00 pm - 3:00 pm
Location: 611-614 (Convention Center Level 6)
Category: Career Management | Secondary Category: Conference Workshop

One of an IRO's responsibilities is to prepare corporate spokespeople to represent their organization to the best of their abilities, whether it be at an industry conference, an investor/civic meeting or a media interview. Participants in this workshop will come away with tools designed to "train the trainer" so the IRO can effectively support and guide his/her spokespeople. Being prepared and confident as a spokesperson is not just critical for the C-suite. This session will also arm the IRO with tools that he/she can put into practice in day-day interactions with the financial community - from face-to-face and telephonic meetings to more informal discussions.

Moderator/Lead Speaker:
Cynthia Clayton, Vice President, Investor Relations & Corporate Communications
Alnylam Pharmaceuticals

Panelist(s)/Co-Speaker(s):
Jim Eeckhoudt, Training Consultant
Dale Carnegie
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
The Asia-Pacific region will continue to be of great interest to global investors and IR programs thinking about marketing in the region. It is essential to know the current IR practices.

Global IR Summit
This session is part of the Global IR Summit that includes a reception with global IROs.
Sponsored by  
Deutsche Bank
Session Material
Attendee access, log-in required
IR Practices of Asia-Pacific Issuers*
Sun - Jun, 3 | 3:30 pm - 4:15 pm
Location: Event Room (See Note in Description)
Location Note: Grand Hyatt Hotel - Amphitheater
Category: Conference Workshop | Secondary Category: Global IR

IR practice varies from nascent to world-class across issuers and throughout the Asia-Pacific region. A panel of IROs representing issuers in the region will discuss current practices, pressing challenges, and investor views of those practices. A session will immediately follow with conversation about leading practices for global IR programs.

Moderator/Lead Speaker:
Anne Guimard, PhD, President
FINEO Investor Relations Advisors

Panelist(s)/Co-Speaker(s):
Warwick Bryan, EGM, Investor Relations
Commonwealth Bank (Australia)

Ganesh Kumar Nadarajah, Group General Manager, Investor Relations & Planning
AmBank Group

Elizabeth Sun, Director, Corporate Communications
Taiwan Semiconductor Manufacturing Company
    Learning Objectives:
  • Learn the varied practices in the region and related program pressures
  • Understand investor views of IR programs and disclosure
  • Develop a comparative view of your company program
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Markets are global and investors are looking beyond their borders.

Global IR Summit
This session is part of the Global IR Summit that includes a reception with global IROs.
Sponsored by  
Deutsche Bank
Session Material
Attendee access, log-in required
Leading Practices for Global IR Programs*
Sun - Jun, 3 | 4:15 pm - 5:00 pm
Location: Event Room (See Note in Description)
Location Note: Grand Hyatt Hotel - Amphitheater
Category: Conference Workshop | Secondary Category: Global IR

Borders are breaking down for global capital markets. Investors focus more on an issuer's industry and regional exposure rather than the country in which the company issued. While issuers seek capital and investor diversification wherever it makes sense, the demands on a global IR program are greater and more complex.

Moderator/Lead Speaker:
Anne Guimard, PhD, President
FINEO Investor Relations Advisors

Panelist(s)/Co-Speaker(s):
Ruth Cotter, Vice President, Investor Relations
Advanced Micro Devices

Patty Eisenhaur, Vice President, Investor Relations & Corporate Communications
Watson Pharmaceuticals, Inc.

Patrick Kiss, Head of Investor & Public Relations
Deutsche EuroShop AG

David Smith, Senior Vice-President, Strategic Planning and Investor Relations
Agnico-Eagle Mines Limited

Effie Werber, Head of Investor Relations
Bank Hapoalim
    Learning Objectives:
  • Learn key elements of what makes a leading global IR program
  • Understand the top-of-mind issues for IR practitioners around the world
  • Hear insight from IROs with established global programs
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 

Monday, June 4, 2012


Session Material
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Introductions from the Annual Conference Committee Co-Chairs*
Mon - Jun, 4 | 7:45 am - 8:00 am
Location: 4A (Convention Center Level 4)
Category: General Session

Welcome address from the Annual Conference Committee Co-Chairs. Learn how the "Great Expectations" Conference theme connects sessions, networking, and service discovery throughout our three days together as a Community.

Moderator/Lead Speaker:
Andrew Kramer, Senior Director of Investor Relations & Corporate Development
Interactive Data Corporation

Panelist(s)/Co-Speaker(s):
Felise Glantz Kissell, Vice President, Investor Relations
HSN, Inc.
    Learning Objectives:
  • Hear updates on the Conference agenda
  • Learn more about must-attend events and new features of Conference
 
 
* Draft description as of 7/3 1:32 pm, subject to change
 



Session Material
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NIRI Leadership: State of the Profession*
Mon - Jun, 4 | 8:00 am - 8:30 am
Location: 4A (Convention Center Level 4)
Category: General Session

NIRI Chairman and President & CEO will provide an update on the state of the association and the profession. Hear more on the progress of OneNIRI and the regulatory landscape during this election cycle.

Moderator/Lead Speaker:
Jeff Morgan, CAE, President & CEO
NIRI

Panelist(s)/Co-Speaker(s):
Derek Cole, Vice President, Investor Relations & Corporate Communications
ARCA Biopharma, Inc.
 
 
* Draft description as of 7/3 1:21 pm, subject to change
 



Why Now?
Growth prospects amid economic uncertainty require a well-informed collaboration with the market and management. The CFO and IRO are the nexus of this collaboration.
Session Material
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CFO Panel*
Mon - Jun, 4 | 8:30 am - 9:45 am
Location: 4A (Convention Center Level 4)
Category: General Session

The demands on IR expand with great expectations on CFOs and their organizations. Hear firsthand perspective to help formulate programs supportive of management.

  • Gain an understanding of important issues to CFOs
Moderator/Lead Speaker:
Emily Chasan, Senior Editor, CFO Journal
The Wall Street Journal

Panelist(s)/Co-Speaker(s):
Troy Alstead, Chief Financial Officer
Starbucks Coffee Company

Richard Galanti, Executive Vice President, Chief Financial Officer and Director
Costco Wholesale Corporation

Richard Klein, Managing Director
BofA Merrill Lynch
 
 
* Draft description as of 7/3 1:20 pm, subject to change
 



Why Now?
Here from global investors and learn what is most important to them.

General Session Sponsor
Computershare | Georgeson
Session Material
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Global Investor Panel*
Mon - Jun, 4 | 10:15 am - 11:30 am
Location: 4A (Convention Center Level 4)
Category: General Session | Secondary Category: Global IR

A panel of global portfolio managers will share their views on capital flows and regional opportunities, with insight on what they like to see from IR and management.

Moderator/Lead Speaker:
Tobias Levkovich, Managing Director, Chief U.S. Equity Strategist
Citi Investment Research and Analysis

Panelist(s)/Co-Speaker(s):
Hideyuki Aoki, Chief Portfolio Manager
Nomura Tokyo

William Fries, Co-Portfolio Manager and Managing Director
Thornburg Investment Management (Sante Fe, NM)

Mark Lehmann, Executive Director, Senior Portfolio Strategist
UBS AG (New York)

John Manieri, CFO and Managing Director
Adamant Biomedical Investments (Zurich)

George Maris, Portfolio Manager and Executive Vice President
Janus Worldwide
 
 
* Draft description as of 7/3 1:21 pm, subject to change
 



Why Now?
Industry-Specific Insight Industry Breakout Discussions are exceptionally valuable opportunities to share and learn from peers in your industry.
Session Material
Session will not have material
Session audio not available
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Open-Topic Discussions with Industry Peers*
Mon - Jun, 4 | 1:15 pm - 2:30 pm
Location: Event Room (See Note in Description)
Location Note: See Program Book for Locations
Category: Industry Breakout Discussions

A moderator will guide the conversation at group direction. Though preliminary topics will be surveyed in advance, the format of this session allows for deep exploration of the most timely sector issues.

Aerospace & Defense: Room 602

Banking: Room 3B

Pharma / BioTech: Room 307

Building Materials / Construction: Room 301

Chemicals: Room 6B

Consumer Products: Room 6A

Counselors & IR Firms: Room 603

Energy / Oil & Gas / Fuel: Room 3A

Financial Services: Room 306

Food / Food Manufacturers: Room 6C

Healthcare Services: Room 6D

Insurance: Room 308

Manufacturing / Conglomerates: Room 305

Media & Entertainment: Room 619

Medical Technology & Devices: Room 604

Mining & Metals: Room 310

Real Estate: Room 611-614

Restaurants: Room 615

Retail: Room 303

Semiconductor: Room 617

Service Industries: Room 618

Technology - Hardware & Peripherals: Room 616

Technology - Internet & Software: Room 309

Telecommunication: Room 302

Transportation: Room 620

Utilities & Power: Room 304

 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
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Raising Capital: Outlook and Innovation*
Mon - Jun, 4 | 2:45 pm - 4:00 pm
Location: 6A (Convention Center Level 6)
Category: Capital Markets | Secondary Category: Regulations and Governance

For companies looking to raise capital, there's never been a better or worse time in the market. This session examines the outlook for raising debt and equity with a focus on the specific needs of emerging companies.

According to the recommendations published recently by the IPO Task Force, the number of successful IPOs from emerging companies has plummeted over the past 15 years. As a result, access to capital, and ultimately corporate growth, has been hindered.

At the same time, we've entered a period of innovation -- companies now have more options than ever to access the equity capital markets. This session will cover these developments, ranging from IPO alternatives to new offering structures to electronic capital markets platforms.

Moderator/Lead Speaker:
Theresa Molloy, Consultant
National Investor Relations Institute

Panelist(s)/Co-Speaker(s):
Amrit Agrawal, Managing Director, Head of TMT Capital Markets
Cowen and Company

Ted Hatfield, Co-CEO
Solebury Capital

Rob Malin, Head of Equity Capital Markets
Liquidnet Holdings, Inc.
    Learning Objectives:
  • Learn about innovations in the capital markets that provide new options to companies looking to raise equity capital in this environment
  • Understand the environment for companies looking to raise capital and anticipate likely issues for companies with debt in their capital structure, such as buybacks and paying down debt
  • Understand industry insights on how to restore effective access to capital for emerging companies, including public capital through the IPO market.
  • Learn four specific and actionable recommendations for policymakers to foster U.S. job creation by restoring effective access to capital for emerging growth companies.
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Given today's low valuations, improving markets and significant cash on balance sheets, the M&A market is regaining momentum in 2012. This session will ensure IR practitioners are "communications ready" by helping them to plan strategically and execute effectively across a variety of M&A situations. The panel includes experienced professionals across a variety of M&A situations including hostile takeovers, corporate spinouts, going private and multibillion dollar transactions.
Actionable Takeaway Documents
  • Top 10 Do's and Don'ts in M&A Communications

Session Material
Attendee access, log-in required
Communicating the Deal: How IR Can Drive Success*
Mon - Jun, 4 | 2:45 pm - 4:00 pm
Location: 6B (Convention Center Level 6)
Category: Communications

After a choppy 2011, confidence is returning to deal markets in 2012, with mergers and acquisitions, spin-offs and divestitures on the upswing. Improving stock and credit markets, ample liquidity and cash-rich corporate balance sheets signal that all signs are positive. However, ineffective communications can derail a successful deal or tank a company's stock value.

Our seasoned panel of practitioners have navigated a diverse range of M&A situations -- from spinoffs and divestitures to hostile takeovers and multiples types of strategic purchases. They will cover the critical aspects of M&A communications -- including the merits of deal communication, management of different constituencies, consistent messaging across audiences, preparation for proxy votes, timelines, and much more. Drawing from their deep experience, our panelists will share practical advice, war stories and insights that can help you maintain the enterprise value of your company's transactions throughout the process.

Moderator/Lead Speaker:
Jim Buckley, Executive Vice President & Partner
Sharon Merrill Associates

Panelist(s)/Co-Speaker(s):
John Chevalier, Director, Global Investor Relations
The Procter & Gamble Company

Andrew Kramer, Senior Director of Investor Relations & Corporate Development
Interactive Data Corporation

Brian McPeak, Vice President, External Affairs
Owens Corning

Kristy Nicholas, Director, Investor Relations
Expedia, Inc.
    Learning Objectives:
  • How to articulate the benefits of a pending or completed deal to a variety of audiences, including skeptical shareholders
  • How to adjust the communications strategy in specialized situations such as hostile takeovers, spinoffs, pressure from large shareholders or going private
  • How to communicate the merits of a merger prior to a shareholder proxy vote
 
 
* Draft description as of 7/3 1:32 pm, subject to change
 



Why Now?
Competition for capital has never been so intense. After the decline in IPOs worldwide between 2008 and 2009, the number of listed companies started to rise again in 2010, primarily fueled by Asia-Pacific. At the same time, the asset management industry has gained traction in emerging countries, boosted by higher valuations, financial deregulation and brighter economic prospects. IROs more than ever need to take these changing conditions into consideration, before building a roadshow program that will be time and cost effective as well as driven by a good return on investment.
Actionable Takeaway Documents
  • Check lists for roadshows in Asia, Latin America and The Middle East
  • Top 10 recommendations for a successful roadshow by companies in emerging market

Session Material
Attendee access, log-in required
North Meets South, East Meets West: The New Paradigm for Road Shows*
Mon - Jun, 4 | 2:45 pm - 4:00 pm
Location: 6C (Convention Center Level 6)
Category: Global IR | Secondary Category: IR Marketing/Outreach

New equity markets are emerging in Latin America, Asia, The Middle East, Europe and Africa, creating new opportunities, but also challenges for Investor Relations Officers eager to broaden their shareholder base and exposure to international investors.

In this environment, the successful companies will recognize the need to adjust their programs to the cultural differences between the various pools of investors they are targeting. With roadshows remaining a strong feature of any international investor relations program, it may be time to look beyond the obvious target cities and start looking at entering new territories.

Moderator/Lead Speaker:
Greg Secord, Vice President, Investor Relations
Opentext

Panelist(s)/Co-Speaker(s):
Beate Melten, Director, Investor Relations Counsel
Citi

Mark Pellegrino, Executive Director and Head of Corporate Access
UBS

David Smith, Senior Vice-President, Strategic Planning and Investor Relations
Agnico-Eagle Mines Limited

Justin Vieira, Director, Corporate Analytics
Ipreo
    Learning Objectives:
  • Find out what it takes for IROs from emerging countries to get and stay on the radar screen of fund managers in developed capital markets
  • Understand whether buy-siders in Latin America, Asia and The Middle East are worth your time and effort
  • Know how to exploit the opportunities in the top 2 or 3 cities in established equity markets
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
The new regulatory regime under Dodd-Frank (e.g. Say on Pay) has forced IR professionals to have an understanding of governance matters in order to communicate with investors and gain support for say on pay votes, director elections, and other issues on the proxy ballot. A proactive approach by the IRO is the best way for shareholders to understand the company issues. Today's corporate governance environment calls for much more than just a passing vote, as activists will target companies that fail to gain significant support from shareholders.
Actionable Takeaway Documents
  • Timeline for entering shareholder dialogues
  • List of governance contacts at large institutional investors

Session Material
Attendee access, log-in required
Engage Investors on Corporate Governance Matters to Win the Proxy Vote*
Mon - Jun, 4 | 2:45 pm - 4:00 pm
Location: 6D (Convention Center Level 6)
Category: Regulations and Governance | Secondary Category: IR Marketing/Outreach

Engagement on corporate governance matters from Investor Relations is critical and no longer just the responsibility of the corporate secretary. There are new demands and skill sets for IR professionals that must be mastered in the changing governance environment. This panel will provide an overview and discussion of these skills and best practices from a tactical and strategic approach to win support from your shareholders.

Moderator/Lead Speaker:
Connie K Weaver, Executive Vice President, Chief Marketing and Communications Officer
TIAA-CREF

Panelist(s)/Co-Speaker(s):
Stephen Brown, Director, Corporate Governance & Associate General Counsel
TIAA-CREF

Daniel H Burch, Chairman and Chief Executive Officer
MacKenzie Partners

David Dragics, Senior Vice President, Investor Relations
CACI International

John A. Seethoff, Vice President, Deputy General Counsel
Microsoft Corporation
    Learning Objectives:
  • Learn to communicate better with investors on key governance issues
  • Learn to understand the new demands shareholders have placed on IR professionals regarding governance issues
  • Learn how to increase support on proxies
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
Attendee access, log-in required
Developing and Socializing a Competitive Career Brand*
Mon - Jun, 4 | 2:45 pm - 4:00 pm
Location: 611-614 (Convention Center Level 6)
Category: Career Management

The first half of this session will be led by a world renowned career advisor and executive recruiter and is designed as an interactive discussion about the realities of an IR career for the future; how the global capital markets have rapidly influenced management's perspective about the IRO role and the most effective career experiences required to be a confidant/advisor to the C-suite; and the risks associated with not socializing your career brand with the right executives.

The second half of the session will take the format of a fireside chat with two leading IROs to discuss best practices and strategies.

Moderator/Lead Speaker:
Smooch Reynolds, Leader, Investor Relations & Communications Practice
Caldwell Partners

Panelist(s)/Co-Speaker(s):
Felise Glantz Kissell, Vice President, Investor Relations
HSN, Inc.

Lynn Antipas Tyson, Consultant
Tyson Strategic Communications Consulting
    Learning Objectives:
  • Learn how to design your career brand playbook
  • Define the top characteristics to get the C-suite invitation to the inner sanctum
  • Observe management's behavior -- career advantages of learning through observing others' behavior
  • Social media -- how to frame your brand vis-à-vis the newest positioning vehicle in the market
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Effective messaging underlies the necessary communication that drives the reputation and therefore the valuation of a publically traded company. Often times the creation of core messages and measurement of their impact is hindered by a commodity-like superficial approach.
Actionable Takeaway Documents
  • Process flow chart(s)
  • Messaging template
  • Top 10 things to do to effectively measure the impact of messaging

Session Material
Attendee access, log-in required
Creating Core IR Messages and Measuring Their Impact*
Mon - Jun, 4 | 4:15 pm - 5:30 pm
Location: 6B (Convention Center Level 6)
Category: Communications | Secondary Category: Global IR

For investor relations professionals, the challenge is often going through dozens of pages of information to develop core IR messages that will have the desired impact on key target audiences. This session will provide real-world insight into the development of core messages, gaining executive alignment and objectively measuring their impact following delivery. This is intended to feature an agency representative, a large-cap company and micro-cap representative, and an expert representative from the research field.

Moderator/Lead Speaker:
George Rosche, Investor Relations Leader
Owens Corning

Panelist(s)/Co-Speaker(s):
Annette N. Arribas, CTP, Investor Relations and Global Insurance Officer
ANSYS, Inc.

Scott Deitz, Senior Vice President & Partner
Fleishman-Hillard

Brian P. Rivel, President
Rivel Research Group
    Learning Objectives:
  • Attendees will learn to establish meaningful, credible and clear core IR messages
  • Attendees will learn to conduct messaging in two primary applications: earnings and special situations
  • Attendees will learn to efficiently and consistently assess the impact of messages
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
As capital markets continue to become more complex and interconnected, every IRO needs to keep up to speed on global capital trends before considering diversification of their shareholder base by tapping into the international investment community.
Actionable Takeaway Documents
  • IPREO's Global Equity Assets Report (GEAR)
  • McKinsey: Mapping the Global Capital Markets

Session Material
Attendee access, log-in required
Winning Investor Relations Strategies to Compete for Global Capital*
Mon - Jun, 4 | 4:15 pm - 5:30 pm
Location: 6C (Convention Center Level 6)
Category: Global IR | Secondary Category: IR Marketing/Outreach

Tapping into global capital is a hot topic for companies seeking to diversify their shareholder base, raise capital outside of their home market or increase their name awareness in any given region. But the landscape of the global marketplace is in a constant state of change. This session will provide insights into current market conditions, capital flows, and investment trends globally. It will also revisit the various options available to expand your shareholder base beyond your home market, including the pros and cons of cross-border listings.

Moderator/Lead Speaker:
Anne Guimard, PhD, President
FINEO Investor Relations Advisors

Panelist(s)/Co-Speaker(s):
Jay Kalish, Executive Director, Investor Relations
Allot Communications

Thomas Kudsk Larsen, Head of IR North America
Roche

Lucy Rodriguez, Investor Relations Officer
CEMEX

Justin Vieira, Director, Corporate Analytics
Ipreo
    Learning Objectives:
  • Where is the money flowing (both regionally and sector-wise)?
  • How to keep tabs on global investment trends and how to react to them.
  • Where should IROs be seeking new investors?
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Today's competitive environment accentuates the importance of understanding the practical application of financial information.
Session Material
Attendee access, log-in required
By the Numbers: How Wall Street Evaluates Your Stock*
Mon - Jun, 4 | 4:15 pm - 5:30 pm
Location: 611-614 (Convention Center Level 6)
Category: Investment Process

Today's competitive business environment accentuates the importance of understanding the practical application of financial information.

Understanding the essential elements of financial and accounting principles enable investor relations officers to communicate effectively with analysts, investors and the financial press.

Led by a former security analyst with 20 years experience, this program will explore how to interpret income and cash flow statements, and balance sheets. It will show how analysts and investors analyze public companies based on the merits of the companies' financial statements.

This is a great session to either brush up on your skills or learn the essential framework for financial analysis and is a helpful prerequisite for

"Would You Buy This Stock? An Interactive Workshop with Rainier Investment" on Wednesday, June 6.

Moderator/Lead Speaker:
Martha E. Freitag, MBA, CFA, Consultant
Seattle CFA Society
    Learning Objectives:
  • Overall review and definition of balance sheet, income, cash flow statement, and key investment ratios used by investors
  • Understanding and interpreting notes to financial statements and their significance to investors. Practical application of valuation methods
  • Leveraging your financial accounting skills to communicate effectively with senior management and investors
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
The buy-side is over-leveraged and often complains of time constraints. Companies are in competition with both industry peers as well as the entire stock universe for investment dollars. How do you effectively position your company with the buy-side and sell-side? What is strategic versus tactical? How can you, the IRO, differentiate your company as an investment and drive long-term shareholder value? How do you best maximize your time? As the IR role becomes increasingly more strategic, learn what it takes to effectively communicate your company's story and value proposition in a way that resonates with the buy-side and sell-side.
Actionable Takeaway Documents
  • IR Best Practices Check List
  • Benchmark Statistics

Session Material
Attendee access, log-in required
Developing a Strategic Approach to IR*
Mon - Jun, 4 | 4:15 pm - 5:30 pm
Location: 6A (Convention Center Level 6)
Category: Organizational Development | Secondary Category: Communications

This session will cover IR best practices on topics pertaining to effectively positioning and differentiating your company as an investment.

Discussion topics will include, but are not limited to engaging the buy-side, targeting, the importance of the sell-side, communication platforms (e.g., analyst days, conferences, earnings calls/press releases, non-deal roadshows, websites), guidance practices, and technology.

Moderator/Lead Speaker:
Andrew Backman, CEO
InvisionIR

Panelist(s)/Co-Speaker(s):
Mary Jensen, Director of Treasury, Risk & Investor Relations
International Market Centers

Christiane Pelz, Vice President, Investor Relations
Safeway Inc.

Julie Tracy, Senior Vice President and Chief Communications Officer
Wright Medical Group, Inc.
    Learning Objectives:
  • Recognize the importance of strategy, not just tactics, in the IR role
  • Understand the key elements of effectively positioning your company with the financial community, including how to overcome the challenges of capturing and maintaining investor mindshare
  • Walk away with knowledge of how to position yourself with management and assist in driving long-term shareholder value creation
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Regulations including decimalization, Sarbanes-Oxley, Reg. NMS and Dodd-Frank have altered the manner in which stocks are traded. The reasons for trading stocks have changed dramatically and continue to shift. Today, only 15% of the trading volume is thought-based. How do IROs pick the right investors out of this crowd? The first step is to fully understand the market structure and trading behaviors.
Session Material
Attendee access, log-in required
IR Targeting & Investor Trading Behaviors*
Mon - Jun, 4 | 4:15 pm - 5:30 pm
Location: 6D (Convention Center Level 6)
Category: IR Marketing/Outreach | Secondary Category: Capital Markets

A growing numbers of hedge funds, sovereign wealth funds, index funds and exchange traded funds have changed the complexion of the capital markets and significantly increased trading volume. External factors, such as the recent global and financial crisis, add volatility to the trading markets.

Now, more than ever, corporate IR practitioners must understand the new players as well as the changing rules and factors influencing buy side trading behaviors in order to target effectively.

Moderator/Lead Speaker:
Anthony Takazawa, VP, Global Investor Relations
EMC Corporation

Panelist(s)/Co-Speaker(s):
Jason A. Lenzo, Director, Equities and Fixed Income Trading
Russell Investments

Tim Quast, Managing Director
ModernIR

David Weild, Senior Advisor
Grant Thornton LLP
    Learning Objectives:
  • Understand today's markets and the effect of market rules on the buy side
  • Apply knowledge of market structure to IR programs, specifically targeting and outreach
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 

Tuesday, June 5, 2012



Sponsored Session provided by Bloomberg
Session Material
Session material
not yet submitted
Bloomberg: Increasing Ties in the Emerging Markets*
Tue - Jun, 5 | 7:00 am - 8:15 am
Location: 6D (Convention Center Level 6)
Category: Breakfast Brief | Secondary Category: Capital Markets

The economic might of the emerging markets has made them a destination for investments as well as a major source of capital around the world. In this breakfast briefing, we'll examine the increasing business and investment ties between the developed and emerging markets—paying particular attention to the unique challenges and opportunities Investor Relations professionals now face.

Moderator/Lead Speaker:
Drew Jones, Core Products - Investment Banking and Corporations/Former REIT Analyst
Bloomberg

Panelist(s)/Co-Speaker(s):
Iyan Adewuya
Coleman N Lannum, CFA, Vice President, Investor Relations
Covidien, Plc

Elizabeth Sun, Director, Corporate Communications
Taiwan Semiconductor Manufacturing Company

Paul Sweeney, Senior Analyst
Bloomberg Industries
    Learning Objectives:
  • The outlook for emerging markets as they contend with a euro zone in protracted and deepening crisis and a general malaise around developed markets
  • Key economic, industry, and company performance indicators that are most important to investors
  • How IR can best position a company's emerging markets activities and deal with ever-expanding investor demand for information
  • How to understand the new foreign competitors companies face both in domestic and international markets
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
For most IROs, crisis situations are their worst nightmare. The BATS story is particularly compelling given the high-profile nature of the ipo market, as well as the significant interest in trading market structure.

Sponsored Session provided by BATS
Session Material
Session material
not yet submitted
BATS: Crisis Communications in Action*
Tue - Jun, 5 | 7:00 am - 8:15 am
Location: 611-614 (Convention Center Level 6)
Category: Breakfast Brief | Secondary Category: Communications

On March 23, BATS Global Markets canceled its IPO after a technical failure on BATS Exchange led to halting the stock. Within seconds, calls began pouring in from media, customers and investors with everyone wondering what was happening. In the ensuing days, the company implemented a crisis communications plan designed to save the company's reputation with key audiences. Two members of the BATS management team – CFO Brian Schell and IRO Randy Williams – will be in Seattle to discuss the company's reaction to the crisis, and the ongoing effort to preserve BATS' reputation.

Moderator/Lead Speaker:
Diane Salucci, Principal
Salucci & Associates

Panelist(s)/Co-Speaker(s):
Brian Schell, Chief Financial Officer
BATS Global Markets

Randy Williams, Vice President, Investor Relations & Communications
BATS Global Markets
    Learning Objectives:
  • Better understand how to respond to a crisis
  • Work more effectively with media, investors, analysts and other key audiences during a crisis
  • Assess vulnerabilities for their company
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
The SEC is working through a very active cycle of policy creation and enforcement. Learn what might be next.

General Session Sponsor
Computershare | Georgeson
Session Material
Attendee access, log-in required
Regulatory View from SEC Leadership*
Tue - Jun, 5 | 8:30 am - 10:00 am
Location: 4A (Convention Center Level 4)
Category: General Session | Secondary Category: Regulations and Governance

The 2012 Election Season has driven into the public mindset a growing sense of the need for regulatory moderation. This comes after three years of increasing legislations, regulations, and enforcement actions. Hear views from past and present SEC leadership as the election cycle rolls on to November.

Due to Federal Government travel restrictions, Director Cross will join via recorded interview.

Moderator/Lead Speaker:
Jeff Morgan, CAE, President & CEO
NIRI

Panelist(s)/Co-Speaker(s):
Brian Breheny, Partner
Skadden, Arps, Slate, Meagher & Flom LLP

Meredith Cross, Director, Corporation Finance Division
U.S. Securities and Exchange Commission

Mary Beth Kissane, Principal
Walek & Associates
 
 
* Draft description as of 7/3 1:21 pm, subject to change
 



Why Now?
"Web disclosure," as it is broadly known, allows companies to leverage their website as the primary means for providing information to investors, in compliance with federal securities laws. It gives IROs the opportunity to take full control of their company's disclosure process, achieve cost savings and obtain near real-time insight into the market impact of their information without limiting the reach or accuracy of their message. Because the SEC has provided general guidance only, it is up to companies to determine if their website disclosure model fully satisfies public disclosure requirements. Attendees will hear from companies that have moved fully to web disclosure, are evaluating whether to do so, and that have made a decision to stay with traditional disclosure practices, along with legal and "how to" insight.
Actionable Takeaway Documents
  • A white paper outlining best practices that companies can start implementing immediately to begin establishing their IR website as a primary point of disclosure.
  • Checklist for evaluating web disclosure choices and options.

Session Material
Attendee access, log-in required
Web Disclosure: High Seas or Smooth Sailing for Your Company?*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6B (Convention Center Level 6)
Category: Communications | Secondary Category: IR Marketing/Outreach

Companies are exploring whether to establish their website as the primary point of disclosure for disseminating information to investors. The SEC issued guidance for web disclosure in 2008 but no hard and fast rules, leaving companies on their own to determine the SEC-compliant disclosure process that best suits their needs. The panel consists of practitioner views from different places on the web disclosure continuum, combined with former SEC leadership and global services provider experiences. Together, they will provide a wide range of knowledge to help you understand how and when it may be right for your company to move to web disclosure.

Moderator/Lead Speaker:
Dennie Kimbrough, Investor Relations Manager
Microsoft Corporation

Panelist(s)/Co-Speaker(s):
Brian Breheny, Partner
Skadden, Arps, Slate, Meagher & Flom LLP

Kristine Eissing, Vice President, Investor Relations Communications Services
Thomson Reuters

Jeff L. Johnson, Treasurer and Vice President, Investor Relations
Deluxe Corporation

Jeffrey Smith, Staff Director, Investor Relations
FedEx Corporation
    Learning Objectives:
  • The factors to weigh in considering web disclosure
  • The various approaches to web-based disclosure, the merits of each model, and how they compare to the traditional disclosure process
  • Steps to evaluate or benchmark the web disclosure model your company has chosen (or intends to pursue) in order to determine its effectiveness vis-a-vis the objectives
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Market structure complexity has increased substantially over the past decade, leaving many IROs confused and uncertain over exactly how and why their stock is trading in today's markets. Providing an unbiased, confidential forum for IROs to share their most pressing questions or concerns about market structure will help IROs better understand today's markets.
Actionable Takeaway Documents
  • Market Structure 101/FAQ Booklet
  • Market Structure Lingo/Key Terms Fact Sheet

Session Material
Attendee access, log-in required
Everything You Wanted to Know About Market Structure, But Were Afraid to Ask*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 611-614 (Convention Center Level 6)
Category: Capital Markets

Market structure has changed dramatically over the past decade and has become increasingly complex. Keeping up with these fast-paced changes is challenging for IROs and many might feel uncomfortable sharing their lack of knowledge on this topic with others. A panel of market structure experts will explain how your stock can trade on BATS or Direct Edge even if it's listed on the NYSE Euronext or NASDAQ, what high-frequency trading is and how it's affecting your stock as well as dark pools and other pressing questions.

Moderator/Lead Speaker:
Moriah Shilton, Senior Director, Investor Relations
Tessera, Inc.

Panelist(s)/Co-Speaker(s):
John Adam, Director, Equity Capital Markets
Liquidnet Holdings Inc.

Randall M. Hopkins, Managing Director
The NASDAQ OMX Group

William P. White, Managing Director, Equities Division
Barclays Capital
    Learning Objectives:
  • Increase knowledge of today's U.S. market structure
  • Answer specific questions IROs have on how their stock trades
  • Demystify complicated market structure topics
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
Attendee access, log-in required
Technical Investing: Why It Matters*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6C (Convention Center Level 6)
Category: Investment Process

Technical trading behavior can have a significant impact on a stock's activity. During these times, the versatile IRO has to put on his/her technical analysis hat. Participants will learn the definition of technical analysis and the various tools used by both fundamental and technical investors. The session will cover charting as well as the significance and value of identifying patterns, drawing trend lines and transforming this data into dynamic analysis that can be utilized within the IRO's organization. The session's objective is to provide the investor relations professional with a better understanding of technical trading, enabling them to effectively measure their stock's momentum and volatility. Understanding the drivers of technical trading will also help the audience communicate the impact that this trading strategy has on their stock to senior management.

Moderator/Lead Speaker:
Mary Jensen, Director of Treasury, Risk & Investor Relations
International Market Centers

Panelist(s)/Co-Speaker(s):
Frank N. Cappelleri, CFA, CMT, Executive Director
Instinet

John Schlitz, Chief Technical Strategist & Executive Director
Instinet
    Learning Objectives:
  • Learn the definition of technical analysis. dentify market sentiment/movement
  • Understand basic terminology: support and resistance, moving averages; average volumes
  • Review of basic candlestick charts, technical and fundamental strategies, trading versus investing
  • Recommend technical reporting tools to share with senior management
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Analyst Days can be overwhelming and require a significant amount of planning to effectively execute. Management schedules are challenging, so preparation is key to ensuring that executives and business leaders view this as a good use of their time and company resources. Analyst days continue to be a vitally important venue for a company to broadly communicate key information to the financial community. This annual or biennial event is an ideal platform to capture investor and analyst mindshare, demonstrate the breadth and depth of the management team and update the Street on company strategy and direction. The quality of information, as well as the means by which it is conveyed, can positively influence investment decisions, and consequently, valuation. A well-executed analyst day, supported by clear and consistent messaging, provides management with the opportunity to differentiate their company as an investment. It also represents one of the most cost-effective means of value-creation.
Actionable Takeaway Documents
  • Analyst Day Timeline and Checklist

Session Material
Attendee access, log-in required
Planning An Effective Analyst Day*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6A (Convention Center Level 6)
Category: IR Marketing/Outreach | Secondary Category: Communications

This session will provide an in-depth overview of executing an analyst day and address the fundamental components and processes as well as best practices from the buy-side point of view. Key topics to be covered will include planning, both internally and externally, specifically timing, length, location, attendance, presenters, give-aways and what to expect.

A portion of the session will be dedicated to developing an effective analyst day presentation, including examples of content design and delivery.

Moderator/Lead Speaker:
Rebecca Corbin, Founder & Managing Director
Corbin Perception Group, LLC

Panelist(s)/Co-Speaker(s):
Carol DiRaimo, Vice President, Investor Relations
Jack in the Box

Coleman N Lannum, CFA, Vice President, Investor Relations
Covidien, Plc

Marty Palka, Chief Intelligence Analyst, Investor Relations
Cisco
    Learning Objectives:
  • Obtain an in-depth understanding of how to approach and successfully execute an analyst day
  • Gain knowledge of key elements and proper organization of content
  • Leave with helpful tips for maximizing the impact of the event through planning and pre-work processes as well as post-event follow-up
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
In the wake of the recent economic slump IROs must ensure now, more than ever, they are equipped with the right skills, knowledge and abilities to be competitive in this changing professional environment.

Hear from NIRI and Korn/Ferry International the latest research on compensation and hiring trends
Compensation and the IRO: 2012 Data and Hiring Trends*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6D (Convention Center Level 6)
Category: Career Management | Secondary Category: Communications

Today's investor relations executives face increasingly complex professional challenges both internally and externally. In the wake of the recent economic slump IROs must ensure now, more than ever, they are equipped with the right skills, knowledge and abilities to be competitive in this changing professional environment. This session will review data from the 2012 NIRI-Korn/Ferry International Corporate IR Profession and Compensation Study including highlights for specific demographics such as small-caps, mid-caps and the Fortune 500 population, and recent real-world hiring trends. This interactive and collaborative session is vital for IROs at any stage in their professional career.

Moderator/Lead Speaker:
Matt Brusch, Vice President, Communications & Practice
National Investor Relations Institute

Panelist(s)/Co-Speaker(s):
Ariel Finno, Director, Research
National Investor Relations Institute

Carroll S. Leatherman, Client Partner
Korn/Ferry International
    Learning Objectives:
  • Analyze current corporate IR compensation data
  • Understand the characteristics that make an IR candidate compelling in the eyes of the C-Suite
  • Apply the compensation trend data and real-world hiring information to attendees' unique personal circumstances
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Hedge funds have increasingly become concerned about the way they are viewed by IROs. This panel will further the dialogue between these constituencies in an effort to cut through any misperceptions and address concerns held by the IR community.

Sponsored session provided by Ipreo
Actionable Takeaway Documents
  • A special report on hedge fund holding trends, firm, fund profiles, and other details important for IR.

Session Material
Attendee access, log-in required
Ipreo: Hedge Funds - Breaking Down the Mystique*
Tue - Jun, 5 | 12:00 pm - 1:30 pm
Location: 6A (Convention Center Level 6)
Category: Lunch and Learn | Secondary Category: Investment Process

Hedge funds continue to be a controversial and at times, a difficult to understand group of investors for most IROs and their management team. This panel will assemble a hedge fund manager, a corporate access professional and an IRO to discuss the benefits and risks of regular communication with this group.

Moderator/Lead Speaker:
Chris Taylor, Executive Vice President & Managing Director, Global Investor Relations
Ipreo

Panelist(s)/Co-Speaker(s):
Carol DiRaimo, Vice President, Investor Relations
Jack in the Box

Jonathan Ledden, Managing Director & Chief Operating Officer
Citadel Global Equities

Hayley Spackman, Associate, US Corporate Access
Bank of America Merrill Lynch
    Learning Objectives:
  • Gain a better understanding of the hedge fund investment process
  • Assess their own IR strategy as it relates to interacting with hedge funds
  • Understand the goals of a bulge bracket corporate access team
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 




Sponsored session provided by Rivel Research Group
Session Material
Attendee access, log-in required
Rivel Research Group: Optimizing Measured Feedback from the Buy Side*
Tue - Jun, 5 | 12:00 pm - 1:30 pm
Location: 6B (Convention Center Level 6)
Category: Lunch and Learn | Secondary Category: Communications

This session will delve into how IROs inform their management teams about investor attitudes and behaviors. The discussion will be led by Brian Rivel and a panel of senior IROs who will share their experiences on how measured feedback changes and enhances corporate initiatives and communications practices. Rivel Research Group will provide perspective, drawing on over 21 years of measuring global buy-side issues and trends.

Moderator/Lead Speaker:
Brian P. Rivel, President
Rivel Research Group

Panelist(s)/Co-Speaker(s):
Annette N. Arribas, CTP, Investor Relations and Global Insurance Officer
ANSYS, Inc.

Stephen D. Hughes, Director, Investor Relations
FedEx Corporation

Coleman N Lannum, CFA, Vice President, Investor Relations
Covidien, Plc

Darby Schoenfeld, Director, Investor Relations
Amerigroup Corporation

Andy Schulz, Vice President, Investor Relations
IHS, Inc.
    Learning Objectives:
  • Understand how senior level IROs use structured investment community feedback, and develop key insights on how feedback can convince management of the value of IR.
  • Explore how the buy-side defines best-in-class IR. Illustrate the methods and communications vehicles that are typically used in setting IR strategy.
  • Determine what investment community trends are affecting the markets and various sectors.
  • Identify the key elements of an effective analyst day, earnings call, or investor presentation.
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Organizational initiatives without the support of the CEO often fail. Investors, employees, and other stakeholders are demanding that the CEO take an active role in all areas of the business from diversity, to strategic initiatives, to public affairs, and corporate governance

Sponsored session provided by FTI
Session Material
Attendee access, log-in required
FTI: CEO Communications - The New Demands of the CEO*
Tue - Jun, 5 | 12:00 pm - 1:30 pm
Location: 6C (Convention Center Level 6)
Category: Lunch and Learn | Secondary Category: Communications

Today more than ever investors, employees and stakeholders are demanding more from the CEO. Please join us for an interactive roundtable discussion around FTI Consulting's recently published investor research that indicates how CEOs need to message to the investment community, policy makers, and employees. With shorter CEO tenures and the growing voice of stakeholders, this session will address how the investor relations office can drive an integrated communications strategy to reach the expanded stakeholder audience by aligning the key message to enhance and protect a company's enterprise value and share price.

Moderator/Lead Speaker:
Chris Kettmann, Managing Director, Capital Markets
FTI Consulting

Panelist(s)/Co-Speaker(s):
Bryan Armstrong, Managing Director, Strategy Consulting and Research Leader
FTI Consulting
    Learning Objectives:
  • The critical messages and activities that investors are demanding from the CEO
  • How the investor relations office should be interfacing with the other communications offices within their organization (i.e. government affairs, internal communications, corporate communications, etc)
  • Understand the investors are evaluating the CEO through the entire lifecycle of their tenure
  • Understand how CEO communications are influencing investors buying decisions
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
More than ever institutional and retail investors are accessing key information through mobile devices, and as such, corporations are being challenged to formulate their mobile strategy, and engage these stakeholders in unique and relevant ways. As the adoption rate of mobile devices increases exponentially each year, discovering how to leverage this type of medium is critical to a successful IR Strategy.

Sponsored session provided by NASDAQ OMX
Session Material
Attendee access, log-in required
NASDAQ OMX: On The Move - The Changing IR Workflow in the New Mobile Environment*
Tue - Jun, 5 | 12:00 pm - 1:30 pm
Location: 6D (Convention Center Level 6)
Category: Lunch and Learn | Secondary Category: Communications

In 2011, over 491 million smartphones were purchased globally, up 61.3 % from 2010. In fact, in the United States alone, nearly 116 million people will use a smartphone at least monthly by the end of 2012, up from 93.1 million in 2011.

Mobile is everywhere, literally. And leveraging mobile technology in your corporate workflow and investor communications efforts is paramount to an efficient and effective IR program. Whether it's communicating with investors or senior management, discover the trends, tools and best practices that make up this fast growing aspect of Investor Relations.

Moderator/Lead Speaker:
Demetrios Skalkotos, Senior Vice President of Corporate Solutions
NASDAQ OMX

Panelist(s)/Co-Speaker(s):
Hulus Alpay, Vice President, Investor Relations
Medidata

Christopher Avore, Head of Information Architecture
NASDAQ OMX Corporation Solutions

Jeff Johnson, Enterprise Strategist
Microsoft

Sid Parakh, Vice President, Research
McAdams, Wright & Ragen
    Learning Objectives:
  • Understand the evolving trends and current mobile landscape
  • Leverage mobile technology to facilitate internal workflow
  • Utilize mobility to enhance external investor communications
  • Identify best practices and develop a unique, relevant mobile strategy
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
You've read the headlines when companies face activist challenges and poor voting results. IR can help protect your company's brand. We'll explain how you can get involved!
Actionable Takeaway Documents
  • Phoenix Advisors Client Alerts and White Papers
  • Sample institutional voting contact and proxy advisor list

Session Material
Attendee access, log-in required
AST: Navigating the Corporate Governance Landscape: A Roadmap for IROs*
Tue - Jun, 5 | 12:00 pm - 1:30 pm
Location: 611-614 (Convention Center Level 6)
Category: Lunch and Learn

In this informal lunch and learn setting, attendees/participants will hear from and speak with John Siemann, President and Partner of Phoenix Advisory Partners, a corporate governance consulting, proxy solicitation and M&A services firm. John's clients include Fortune 100 companies as well as many mid and small cap companies.

John will describe the major issues of the day, including Say on Pay, Proxy Access, Director withhold campaigns, approval of equity plans, as well as a range of shareholder proposals which many companies receive. He will also discuss the role and influence of proxy advisors, an area where there are many misperceptions.

He will describe how, particularly over the past several years, IROs have increasingly become actively involved in the proxy process, often teaming with their company's corporate secretary and HR head, to discuss their company's corporate governance policies and compensation practices with their largest investors.

Most important, he will describe real-life scenarios in which his client IROs have been active both in investor engagement on these issues, as well as assisting in drafting understandable, persuasive proxies.

Moderator/Lead Speaker:
John Siemann, Partner
Phoenix Advisory Partners

Panelist(s)/Co-Speaker(s):
Frank A. Scaturro, Senior Vice President, Investor Relations
Phoenix Advisory Partners
    Learning Objectives:
  • How are my peer IRO's supporting their company's corporate governance messaging and proxy efforts
  • Raise your governance IQ in a relaxed setting (and we'll feed you as well)!
  • If you are not yet involved in these issues, how can you demonstrate the value you can add to this process?
  • What are reasonable and achievable expectations from getting involved in these areas? How can you leverage your existing IR relationships to directly benefit the proxy process?
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Engaging in a digital dialogue in the fast-growing world of social media can be dizzying and overwhelming. At the same time, it offers the possibility of greater transparency, increased interaction with a broader public and the potential for new financial stakeholders. The panel will highlight what companies are doing to support their online financial communications. Attendees will gain a benchmark for where their company is today and what they may wish to explore or pursue next in their social engagement.
Actionable Takeaway Documents
  • Full results of the study will be available

Socializing with Social Media*
Tue - Jun, 5 | 1:45 pm - 3:00 pm
Location: 6B (Convention Center Level 6)
Category: Communications | Secondary Category: Global IR

Facebook, Twitter, YouTube, SlideShare are just a few of the collaborative Web 2.0 technologies that are increasingly being used to engage in a digital dialogue with customers, partners, suppliers and increasingly, financial stakeholders. Findings from a recently conducted multiyear study by the University of Leipzig will provide rare insight into how IROs in the US, Germany, UK, France, and Japan are using social media to enhance their investor relations programs.

The research primarily focuses on 150 of the largest companies listed in the DJIA, DAX, FTSE, CAC and Nikkei, including the findings from a sample of small- and mid-cap companies in Germany and the US. The session will also include how IROs are using different social media tools and platforms to support their online financial communications, and emerging best practices. It will include a forecast of what may be coming next as well as advice from several IROs -- some of whom whose companies are featured in the study.

Moderator/Lead Speaker:
Marty Palka, Chief Intelligence Analyst, Investor Relations
Cisco

Panelist(s)/Co-Speaker(s):
Cynthia Clayton, Vice President, Investor Relations & Corporate Communications
Alnylam Pharmaceuticals

Friederike Edelmann, Director, Investor Relations
SAP AG

Kristin Koehler, MA, Researcher, Department of Communication Management
University of Leipzig
    Learning Objectives:
  • Attendees will get an in-depth academic analysis and presentation of best practices for online IR as well as practical advice from leading IROs on integrating social media into an IR program
  • Attendees will learn about current state of investor relations 2.0 in an international context, especially where and how (tools, platforms, applications) DJIA, FTSE, Nikkei, DAX, and CAC-listed companies are engaging online
  • Attendees will learn about IR 2.0 trends and potential developments and opportunities for US businesses
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Session co-leads Tom Lee (JP Morgan) and John Lonski (Moody's) are well known for their market expertise and regularly appear on CNBC.
The Eurozone today strongly impacts global capital flows. Since 2010, its future, and even its demise, has been widely speculated. IROs should understand the possible permutations of the Euro crisis, how it impacts their financing strategies and how investors are responding to the heightened risk.
The Impact of the Euro Crisis on Global Capital Markets*
Tue - Jun, 5 | 1:45 pm - 3:00 pm
Location: 6D (Convention Center Level 6)
Category: Capital Markets

In 2011, companies were virtually held hostage to the Euro crisis with regard to capital market access. The situation in 2012 does not appear to be drastically different as risk appetite and market openings seem to be determined by the evolution of the European sovereign debt crisis. As European banks face impending Basel 3 capital requirements as well as the fallout from the sovereign crisis, their strategy of asset sales, capital raises and deleveraging the balance sheet has important implications for the equity and debt markets. With over $1.2 trillion in corporate debt maturing in 2012 and 2013 in Europe, competition for debt and equity capital will be fierce. In today's risk on/off world, what is the likely impact of these events on your company and your role as IRO? What are the implications of these changes on your access to equity and debt markets, the trading of your shares and your ability to refinance? How does the European crisis affect your operations and investor perceptions of the risk in your business?

Moderator/Lead Speaker:
John Lonski, Managing Director & Chief Economist, Capital Markets Research Group
Moody's

Panelist(s)/Co-Speaker(s):
Maher Al-Haffar, Vice President, Communications, Public Affairs and Investor Relations
CEMEX

Tim Kellen, Investment Analyst
Cascade Investment, LLC

Tom Lee, Chief US Equity Strategist
JP Morgan
    Learning Objectives:
  • Learn how the new capital adequacy rules will impact liquidity and the availability of capital
  • Learn how the implications of the Eurozone crisis could impact your access to equity and debt markets
  • Learn how buyside constituents frame the crisis and how they reposition in light of the ongoing Eurozone crisis
  • Learn how a global company maneuvers in this environment and responds to investor concerns
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
Attendee access, log-in required
Buy-Side Insight: Getting on the Radar Screen*
Tue - Jun, 5 | 1:45 pm - 3:00 pm
Location: 6A (Convention Center Level 6)
Category: Investment Process | Secondary Category: Conference Workshop

What makes a buy-side investor decide to buy, sell, or short your stock? The answer may not be as obvious as you think. Institutional investors consider a wide range of factors when making investment decisions including portfolio balance, trading costs, and internal risk benchmarks. Panelists from a group of leading buy-side firms representing a cross section of disciplines will offer insight regarding how and why they select certain stocks.

To learn more about how technical investors make informed investment decisions, attend the Technical Investing session.

Moderator/Lead Speaker:
Theresa Molloy, Consultant
National Investor Relations Institute

Panelist(s)/Co-Speaker(s):
James R. Margard, CFA, Principal, Chief Investment Officer, Director of Equity Management
Rainier Investment Management, Inc.

Daniel Niles, Chief Investment Officer
AlphaOne Capital Partners

Derek Taner, CFA, Portfolio Manager
Invesco Advisors, Inc.

Leslie Tubbs, CFA, CIC, Managing Director & Portfolio Manager
Zevenbergen Capital Investments LLC
    Learning Objectives:
  • Understand definitions of investment approaches, including top down and bottom up. Review the investment process within the firm. Is stock selection conducted by a committee or does the portfolio manager operate independently?
  • Learn about the new duration of a short term and long-term investment. Explore how portfolio managers manage investment risk.
  • Explain the qualitative and quantitative elements of the investment decision.
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Investor targeting is a fundamental skill for IR.
Actionable Takeaway Documents
  • White Paper: Value of a Data Driven Targeting Approach

Session Material
Attendee access, log-in required
Data Driven Targeting*
Tue - Jun, 5 | 1:45 pm - 3:00 pm
Location: 6C (Convention Center Level 6)
Category: IR Marketing/Outreach | Secondary Category: Investment Process

Learn to improve investor targeting by identifying those factors that primarily drive the buy and sell decisions of investors. Using back-tested quantitative models, IROs can develop a more accurate, data-driven approach that predicts investor trading decisions. The result is more effective outreach and more efficient use of management time.

We recommend a complement to session that you attend the Data Driven Targeting.

Moderator/Lead Speaker:
James Tickner, Head of Global Targeting
Thomson Reuters

Panelist(s)/Co-Speaker(s):
Mary Coleman, Senior Director, Investor Relations & Corporate Communications
Savient Pharmaceuticals. Inc.

Mary Ellen Fukuhara, Investor Relations Program Manager
Starbucks Corporation

Leslie H. Kratcoski, Vice President, Investor Relations
Snap-on, Inc.

John Shave III, Vice President, Business Development & Corporate Communications
Safeguard Scientifics
    Learning Objectives:
  • Identify buy and sell decision factors
  • Better understand the investor targeting process and its benefits
  • Understand the investment process from the investor's perspective
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
This session will focus on what is happening today with our current proxy processes and what will change if "ZYX" happens. It seems counter-productive to continue to improve the disclosure and governance aspects of the capital markets only to have these improvements potentially lost through an inadequate proxy voting process. There have been several proposals that consider regulatory initiatives under a fair disclosure regime to require changes to how proxy advisory firms render their voting recommendations and disclosure of those recommendations to corporate issuers prior to issuance to investor clients. Knowing what changes may occur over the next year or two on proxy plumbing and specifically proxy advisory firms is critical for investor relations professionals and what IROs need to do to be prepared.
Actionable Takeaway Documents
  • How to work more effectively with a proxy advisory firms
  • What can IROs do now to prepare for proxy changes
  • Reading list of current proxy plumbing and proxy advisory firm proposals

Session Material
Attendee access, log-in required
Breaking Through the Proxy Maze: Winning Shareholder Votes*
Tue - Jun, 5 | 1:45 pm - 3:00 pm
Location: 611-614 (Convention Center Level 6)
Category: Regulations and Governance | Secondary Category: Capital Markets

With the fate of mandatory proxy access behind us, the latest question is "what is the timing for the SEC's proxy plumbing project and what will the changes mean for investor relations professionals?" How will changes affect the proxy voting process? Based on recent research, it is likely the first rulemakings emanating from the proxy plumbing project will likely come in waves, with greater regulation of proxy advisory firms being first on the list. This session will look at the possible SEC proposals dealing with proxy plumbing and specifically proxy advisor regulation as well as the potential ramifications for boards of directors, management teams and investor relations professionals. We know these changes are coming – how can we best prepare for the changes.

Moderator/Lead Speaker:
Karen Fisher, Managing Director
The Shareholder Forum

Panelist(s)/Co-Speaker(s):
Brian Breheny, Partner
Skadden, Arps, Slate, Meagher & Flom LLP

Robert McCormick, Chief Policy Officer
Glass-Lewis

Judy McLevey, Vice President, Corporate Actions & Market Watch
NYSE Euronext
    Learning Objectives:
  • Attendees will learn what the SEC may be proposing to change relative to the relationship between proxy advisors and their investor clients
  • Attendees will learn how various proxy advisory firms determine their voting recommendations and what is required to be disclosed
  • Attendees will learn what to do if proxy advisory firms issue voting recommendations which may be misleading or inaccurate
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Companies are maintaining record amounts of cash on their balance sheets. How this cash is ultimately reinvested in the business or distributed to shareholders is a decision facing corporate management. Given the volatility of the capital markets and lower investment returns, dividends and buybacks could have a larger impact on overall total shareholder return.
Actionable Takeaway Documents
  • Presentation will include numerous charts and tables illustrating longer-term returns for the five uses of cash strategies included in the study.

Session Material
Attendee access, log-in required
Uses of Cash and Subsequent Returns on Share Prices*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6C (Convention Center Level 6)
Category: Capital Markets | Secondary Category: Investment Process

Companies must determine the most optimal uses of their cash and borrowing capacity. Does it make sense to reinvest internally, make acquisitions, or distribute to shareholders by declaring dividends and/or buy back their shares? This presentation provides the results of a 20+ year study (updated through December 2011) that illustrates by market cap size, economic sector and investment style (growth or value) and compares the various use of cash strategies by total return. The study includes both bull and bear market cycles.

Moderator/Lead Speaker:
Mark Meierhoffer, Practice Leader and Senior Consultant
DeMarche Associates

Panelist(s)/Co-Speaker(s):
J. Scott Di Valerio, Chief Financial Officer
Coinstar

Sonia Jain, Senior Director of Finance & Treasurer
Coinstar
    Learning Objectives:
  • Understand how different uses of cash strategies affect total investment returns
  • Understand how companies of differing market cap size and investment style perform differently
  • Determine what effects cash flow, P/E, and leverage have on returns
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Competing for investor attention has never been more difficult. There are more public companies than ever before, fewer analysts and a highly competitive investor marketplace. Many companies, however, continue to use presentations that miss the mark. The visuals are often difficult to read, the slides are cluttered and most important, the reasons for investing in the company not clear.
Actionable Takeaway Documents
  • A comprehensive 80 slide handout which includes the six step framework, numerous examples and tips
  • A Presentation Audit for participants to use evaluating their own presentations and a handout on utilizing presentation and visuals on the road

Session Material
Attendee access, log-in required
Creating Compelling Investor Presentations*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 611-614 (Convention Center Level 6)
Category: Communications | Secondary Category: IR Marketing/Outreach

The session will explain everything you need to know about creating a compelling presentation. Participants will learn the six keys to success:

1. Recognizing the specific needs of an investor audience

2. Developing clear messages

3. Organizing the content into a logical flow that tells a story

4. Creating high-impact visuals

5. The role of design

6. Effective delivery

It is a practical session and includes numerous examples of effective slides.

Moderator/Lead Speaker:
David Fine, Principal
Fine Communications

Panelist(s)/Co-Speaker(s):
Jane Elliott, Senior Vice President of Strategic Planning and Investor Relations
Global Payments, Inc.

George Rosche, Investor Relations Leader
Owens Corning
    Learning Objectives:
  • How to create an effective presentation
  • Attendees will learn how to maximize the effectiveness of visuals and combine with messaging
  • Attendees will also learn effective delivery of messaging and will understand the importance of using presentation materials on the road in marketing and investor outreach
  • Discussion around what portfolio managers want to see in presentations to ensure they get passed to analysts
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
SRI is becoming more important with mainstream investors increasingly incorporating these factors into their investment decisions. The market for responsible investments has grown strongly in recent years. Demand from (public) institutional investors and high-net-worth individuals have been among the main driving forces behind this development. We expect the growth trend in responsible investing to continue in the medium term, especially in Europe but also in the US, with tailwind from various quarters.
Actionable Takeaway Documents
  • Top 10 Do's and Don'ts in doing successful IR geared toward SRI investors

Session Material
Attendee access, log-in required
Why Effectively Communicating on ESG Issues Matters Globally*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6D (Convention Center Level 6)
Category: Global IR

Global investors are taking note of the alphabet soup of social, environmental, and governance concerns. Learn the value to IR programs and why IR should take note. Hear about the increasing importance of SRI (Socially Responsible Investment) and ESG (Environmental, Social, and Corporate Governance) for all types of investors in order to grow the shareholder base. Learn the particular information needs of SRI investors, how these may differ from one region to another, and how to incorporate sustainability into corporate reporting.

Moderator/Lead Speaker:
Nils Paellmann, PhD, Vice President, Investor Relations
Deutsche Telekom, Inc.

Panelist(s)/Co-Speaker(s):
Jennifer Coulson, Manager, Shareholder Engagement
British Columbia Investment Management

Erika Karp, Managing Director, Head of Global Sector Research
UBS Securities LLC

Jane Okun Bomba, Senior Vice President & Chief Sustainability, IR & Communications Officer
IHS, Inc.

Mariela Vargova, Ph.D., Senior Sustainability Analyst, Socially Responsive Investments
Rockefeller Financial Asset Management
    Learning Objectives:
  • Understand what Socially Responsible Investment and ESG are about for investors, analysts and companies
  • Learn how to reach out to SRI investors globally
  • Get prepared for integrated reporting
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Companies need to know what their investors are thinking BEFORE they receive their "final grade" in the form of the annual meeting votes. They need to know the informational needs of investors. They also say they want to minimize the impact and influence of proxy advisors over the process. While there are no silver bullets to achieving these goals, companies are increasingly stepping up their investor engagement efforts, and using the intelligence gained to guide them in improving the content and clarity of their proxy and other disclosures.
Session Material
Attendee access, log-in required
Year Two of Say on Pay: Investors Had Great Expectations, Did Issuers Meet Them?*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6B (Convention Center Level 6)
Category: Regulations and Governance | Secondary Category: IR Marketing/Outreach

2011 was the first year most companies provided shareholders with Dodd-Frank required Say on Pay proposals. While only approximately 40 companies received failing votes, 600 additional companies experienced 20% or higher opposition. This broader group may face enhanced scrutiny in 2012 and beyond.

IROs are playing a significant role in this effort, often collaborating with the corporate secretary and others in 1) investor engagement efforts to ascertain investors' governance and proxy voting hot button issues, and 2) in improving their companies' proxy messaging and related disclosures. Here, some are contributing to creative re-designs of proxy materials, as well as efforts to re-engage with their retail investors. For many IROs, this represented "more work," but may also have gained them "seats at additional tables," including important visibility to the Board.

In this cross-functional panel, an IRO, a corporate secretary, a leading institutional investor and a proxy advisor will discuss the landscape and what best practices are emerging.

Moderator/Lead Speaker:
Ron Schneider, Senior Vice President
Phoenix Advisory Partners

Panelist(s)/Co-Speaker(s):
Kenneth A. Bertsch, President & Chief Executive Officer
Society of Corporate Secretaries & Governance Professionals

Robert McCormick, Chief Policy Officer
Glass-Lewis

Jim Ryan, Director, Investor Relations
Curtiss-Wright Corporation

Robert Zivnuska, Director, Corporate Governance and Responsible Investment
Blackrock
    Learning Objectives:
  • Attendees will learn how to enhance their company's governance profile and perception, including collaborating with key constituencies, such as the corporate secretary and compensation committee of the board
  • Attendees will learn best practices in investor engagement as well as superior messaging, which will permit them to apply these as appropriate at their companies
  • Attendees will learn how to avoid common compensation and disclosure pitfalls which can result in sub-optimal Say on Pay and even Director election votes, thus helping their companies mitigate negative publicity and related risk
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
Attendee access, log-in required
Reg FD: Staying Out of Trouble*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6A (Convention Center Level 6)
Category: Regulations and Governance

Whether you are new to IR or a seasoned veteran, Regulation FD, reporting and governance issues loom large in your job. Listen to experts as they cover the latest and the basics of Regulation FD. Learn best practices and gain tips so that you and your company stay out of trouble and comply with the law.

Moderator/Lead Speaker:
Mary Beth Kissane, Principal
Walek & Associates

Panelist(s)/Co-Speaker(s):
Mark Donohue, Senior Director, Investor Relations & Corporate Communications
IMPAX Laboratories

Andrew Moore, Partner
Perkins Coie
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 

Wednesday, June 6, 2012


Why Now?
Board of Director roles are changing amid investor actions and regulatory pressure.

General Session Sponsor
Computershare | Georgeson
Session Material
Attendee access, log-in required
Board of Directors: Corporate Governance, Value Creation and Investor Relations*
Wed - Jun, 6 | 8:30 am - 10:00 am
Location: 4A (Convention Center Level 4)
Category: General Session | Secondary Category: Regulations and Governance

Today's Director faces new challenges meeting their responsibilities to shareholders and compliance obligations as regulations mount. IR has access to vast amounts of information and analysis that can support a Director's strategic and corporate governance roles.

Moderator/Lead Speaker:
Jane Okun Bomba, Senior Vice President & Chief Sustainability, IR & Communications Officer
IHS, Inc.

Panelist(s)/Co-Speaker(s):
Peter Boni, President and CEO
Safeguard Scientifics, Inc.

Greg Hughes, Director
Silver Lake Partners

Richard Roedel, Chairman
Luna Innovations, Inc.
 
 
* Draft description as of 7/3 1:21 pm, subject to change
 



Why Now?
Sharing views of your company's longer-term future isn't talking about the impact of flying cars and Star Trek-imagined transporters.

General Session Sponsor
Computershare | Georgeson
Session Material
Attendee access, log-in required
An Applied View of the Future*
Wed - Jun, 6 | 10:15 am - 11:45 am
Location: 4A (Convention Center Level 4)
Category: General Session | Secondary Category: Communications

Practical futurist Glen Hiemstra will reshape how you look at the future during his Wednesday general session. Hear how an applied approach to envisioning the future will align your company story and strategic planning activities.

Moderator/Lead Speaker:
Glen Hiemstra
 
 
* Draft description as of 7/3 1:21 pm, subject to change
 



Why Now?
Seasoned IROs will have the opportunity to test their response skills and thinking processes against the decisions reached by the other teams. It will be an excellent starting point for individuals new to their roles to understand the core fundamentals around crisis communications planning. Knowing the key principals in crisis communication is also always a relevant topic.
Actionable Takeaway Documents
  • The WidgeCo case study and associated documents, including mock 'news' video reports
  • Are you prepared for a Crisis? Checklist.
  • Crisis Communications: four questions to start the planning process.
  • Crisis Communications Resources for today's IRO/Corporate Communications Professionals

Session Material
Attendee access, log-in required
WidgeCo Management Needs Your Help!*
Wed - Jun, 6 | 1:00 pm - 3:00 pm
Location: 6B (Convention Center Level 6)
Category: Conference Workshop | Secondary Category: Communications

(Please note extended time: 1:00 - 3:30pm.)

Join us for an interactive case study on crisis communication. The case study combines immersive participant engagement, effective simulation, including media and analyst interface as well as subject-matter expert commentary.

The setting: WidgeCo management is in a spin! We won't tell you why, but there's a crisis and they are ill-prepared. Using action-learning techniques, participants are plunged into the role of an investor relations officer on-point to advise on how to regain control of a rapidly escalating crisis. It is a roller coaster with plenty of twists and turns.

Moderator/Lead Speaker:
Edward Ferris, Managing Partner
Charlesmore Partners International

Panelist(s)/Co-Speaker(s):
Sydney Rosencranz Isaacs, Senior Vice President
The Abernathy MacGregor Group

James Lucas, Managing Director
The Abernathy MacGregor Group

John Palizza, Lecturer in Management & Consultant
Jones School of Business, Rice University & Three Part Advisors

Rachel Posner, Senior Managing Director & General Counsel
Georgeson

Matthew Sherman, Partner
Joele Frank, Willkinson Brimmer Katcher

Matt Taylor, CFA, Vice President
Barclays

Taylor Thoen, CEO - Founder, Executive Producer
BTV Business Television

Scott Winters, Vice President Corporate Planning & Research
Plains Exploration & Production Co.
    Learning Objectives:
  • Learn how an IRO can and should respond during a crisis
  • Learn what IROs can and cannot plan for in terms of a crisis
  • Give IROs enough confidence and knowledge of the core principals to be active participants and leaders in their company's process in planning for and responding to crises
  • Understand the differences in dealing with the various constituent audiences during a crisis --media, analysts, suppliers, employees and more
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
Attendee access, log-in required
Would You Buy This Stock? An Interactive Valuation Workshop with Rainier Investment Management*
Wed - Jun, 6 | 1:00 pm - 3:00 pm
Location: 6C (Convention Center Level 6)
Category: Conference Workshop | Secondary Category: Investment Process

The successful investor relations executive possess well-developed financial acumen and strong working knowledge of the valuation metrics used by buy and sell side analysts. This hands-on interactive workshop will challenge attendees to analyze the case study of a public company and determine its valuation based on the information and techniques used by buy-side investors. Assuming the role as the portfolio manager, attendees will submit their recommendation to buy, hold or sell the company and why to a team of investors from Rainier Investment Management.

Participants should have a basic understanding of financial accounting and how valuation metrics apply to buying or selling a security.

Moderator/Lead Speaker:
James R. Margard, CFA, Principal, Chief Investment Officer, Director of Equity Management
Rainier Investment Management, Inc.

Panelist(s)/Co-Speaker(s):
Mike D. Emery, CFA, Senior Portfolio Manager
Rainier Investment Management, Inc.
    Learning Objectives:
  • Learn first-hand how investors determine a company's valuation
  • Understand the basics of financial modeling
  • Determine the various metrics used to Create Peer Analysis
  • Compare Your Internal Valuation to the Street's and Gain knowledge needed to confidently communicate financial information to investors and senior management
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 

Contact Tammy Dang (tdang@niri.org) with session inquiries.