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Navigation Session Information

Conference Material Site sponsored by Ipreo  
Monday, June 4, 2012    |   4:15 pm-5:30 pm


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?
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?
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
 



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
 

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