2018 IR Workshop Strategic-IR for Transformational Times
“Change is inevitable, but transformation is a conscious choice.”
— Heather Ash Amara
September 28, 2018
8 a.m. - 5:30 p.m.
The Metropolitan, Willis Tower
233 S. Wacker Drive, 66th Floor
Chicago, IL 60606
Summary: Breakfast Keynote: On Point with Point72
Summary: All's (Not) Quiet on the Governance Front
Summary: Luncheon Keynote - New Media Disruption
Summary: Technology: The New Industrial Revolution
Summary: The Changing Kaleidoscope of ESG Investing
Agenda
IR Workshop Brochure
Are you ready for transformational times?
Investor relations is more than the tactics of quarterly earnings, roadshows, conferences, financial analysis and interpreting analyst models. It’s about effective storytelling, creating value and achieving excellence as we champion our company’s optimum fair valuation. This year’s NIRI-Chicago IR Workshop delves into the need for IR officers to expand their understanding of the changing business media and investor landscape, as well as the growing need to be involved in governance, environmental and social issues. Join us for thought-provoking discussions and practical tips to transform your IR practices
NIRI-Chicago Members: $150 before September 7 ($200 afterward)
Others: $225 before September 7 ($275 afterward)
Breakfast Only: Free to NIRI-Chicago members and $75 for all others
Colleague Special: NIRI-Chicago members may bring up to three company colleagues for the member rate in place at time of their registration.
Registration fees are non-refundable.
IRC holders can claim up to 3 Professional Development Units (PDUs) for attending the IR Workshop.
8 a.m. - 8:45 a.m.
Registration/Exhibitor Showcase
8:45 a.m. Welcome & Opening Remarks by Gary LaBranche, President & CEO, NIRI
9 a.m. Breakfast Keynote: On Point with Point72
Breakfast sponsored by NYSE
Perry Boyle, Jr., Head of Equities, Point72
Moderator: Chris Stent, Founder, Mission Street Capital Markets, LLC
No stranger to change and transformation, Point72 combines fundamental research, quant strategies and market intelligence to optimize its investment opportunities in dynamic financial markets. With a bird’s-eye view of the changing market, Perry Boyle, Jr., head of equities at Point72, will share his perspectives with Chris Stent, founder, Mission Street Capital Advisors, LLC and McDonald’s former vice president of investor relations, on the factors driving change on Wall Street and the implications for investors and investor relations alike.
10 a.m. Exhibitor Showcase/Networking
Meet with key service providers to learn about the latest trends and tools that can help you do your job better and more easily.
10:30 a.m. All's (Not) Quiet on the Governance Front
Don’t be passive about passive investors. Their voices and influence are growing. Even activists consider the positions and perspectives of the index and quant funds in their strategies — and so should you. Our in-depth discussion will help you serve as an advisor to the C-suite and board on shareholder and director engagement strategies, proxy solicitation and hot-button governance issues, such as executive compensation, board diversity and proxy access.
11:30 a.m. Luncheon Keynote - New Media Disruption
Luncheon sponsored by Zacks Investment Research, Inc.
Betty Liu, Executive Vice Chairman, NYSE
Markets move on media news — even as the media feeds on the continuous stream of market news. How do you sort all this out and deliver your message simultaneously to multiple audiences … each with different agendas … while staying true to your company’s story? Betty Liu, former Bloomberg TV anchor and now executive vice chairman of NYSE, will provide insight on the ever-changing media environment, why it’s critical for public companies to communicate more dynamically, and what it means for market trading and stock valuations.
1 p.m. Dessert/Exhibitor Showcase/Networking
1:30 p.m. Technology: The New Industrial Revolution
Technology has benefited investors by reducing costs, speeding trade execution, and enhancing liquidity. But, what has it done for the IRO? Today, technology helps IROs communicate more effectively and save time — and may help us potentially predict events before they arise. How should you arm yourself to take advantage of the ongoing digital change, while also being prepared to respond to investor concerns about new issues, such as cybersecurity? In this session, we’ll explore the benefits and shortcomings brought about by today’s technology.
2:30 p.m. The Changing Kaleidoscope of ESG Investing
Environmental, social and governance (ESG) factors are increasingly being integrated into mainstream investors’ decision-making processes as a way to improve long-term investment returns and reduce portfolio risk. This is different from the approach traditionally used by socially responsible investors who negatively screen for certain companies or industries based on investors’ values. How are investors deciding what ESG information is relevant, and where are they getting that information? Learn about the growing importance of connecting ESG factors to financial performance and take charge of how your company is portrayed by ESG ratings, rankings and experts.
3:30 p.m. Closing Remarks
3:45 p.m. Networking Reception
Networking reception sponsored by UBS
End the day with a beverage, appetizers and conversation with your fellow workshop participants. Don’t miss our prize giveaways.
IR Workshop Sponsors & Exhibitors
