Location: 6A (Convention Center Level 6)
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.
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.
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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
- Top 10 Do's and Don'ts in M&A Communications
Location: 6B (Convention Center Level 6)
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.
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.
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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
- Check lists for roadshows in Asia, Latin America and The Middle East
- Top 10 recommendations for a successful roadshow by companies in emerging market
Location: 6C (Convention Center Level 6)
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.
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
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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
- Timeline for entering shareholder dialogues
- List of governance contacts at large institutional investors
Location: 6D (Convention Center Level 6)
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.
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
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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
Location: 611-614 (Convention Center Level 6)
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.
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
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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