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Navigation Session Information

Conference Material Site sponsored by Ipreo  
Sunday, June 3, 2012    |   1:00 pm-3:00 pm


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?
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
 



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
Attendee access, log-in required
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
 

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