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Conference Material Site sponsored by Ipreo  
Tuesday, June 5, 2012    |   12:00 pm-1:30 pm


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
 

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