Date: 12/4/2024 - 12/6/2024
Event start time: 5:30 PM PST
Event end time: 2:00 PM PST
Category: Annual
Price: SRT Members: Free **Senior Roundtable Membership Required**
Register
2024 Senior Roundtable Annual Meeting
San Diego Mission Bay Resort, San Diego, CA
December 4 - 6, 2024
*Agenda subject to change; All times in local time. Additional details and speakers to be announced shortly!
| Wednesday, December 4 |
| 5:30-8:00 pm |
Welcome Reception and Dinner
Reconnect with friends and colleagues and meet new ones over drinks and dinner. Enjoy a unique opportunity to interact with Terranea's resident falconer and his owl Owlbert. |
| Thursday, December 5 |
| 8:00-8:45 am |
Breakfast |
| 8:45-9:00 am |
Welcome |
| 9:00-10:00 am |
Staying Ahead and Shifting Gears: Remaining Agile in the Evolving Investor Landscape
The rate of change in the investor ecosystem is accelerating. As the proportion of assets under active management continues to decline, index funds, ETFs and other forms of passive investments are becoming a larger part of the investor universe. New technologies, including AI and sentiment analysis are changing how the buy-side and sell-side do their research and analysis. And at the same time, technology is blurring the lines between traditional active and passive investing styles. These changes impact how we execute our IR programs and our strategy.
This panel discussion, featuring Lance Spacek, Head of Corporate Access at Wells Fargo and Kevin Roy, MD of Issuer Solutions at S&P Global take you through this rapidly changing investor landscape and seeks to answer: what does this mean for the senior IRO?
Speakers:
- Lance Spacek, Managing Director, Wells Fargo Securities
- Kevin Roy, Managing Director of Issuer Solutions, S&P Global Market Intelligence
|
| 10:00-10:30 am |
Break |
| 10:30-11:30 am |
Navigating AI Integration: Strategies to Elevate Your IR Activities
Join us for an engaging discussion with top IR professionals and AI experts as they explore how to effectively integrate AI solutions into your workflow. Discover best practices, tackle implementation challenges, and uncover opportunities to enhance and transform your IR activities with cutting-edge technology.
Speakers:
Speakers to be announced |
| 11:30-1:00 pm |
Networking Lunch |
| 1:00-3:00 pm |
Session III & IV
Speakers:
Speakers to be announced |
| 2:30-3:00 pm |
Break |
| 3:00-4:30 pm |
The Many Hats of the IRO: Juggling Your Multifaceted Role
Join us for a lively, moderated panel and table discussions including a panel of senior financial, strategy, communications and ESG experts, who also lead the investor relations programs at their companies.
Wearing multiple hats presents its own list of challenges and opportunities. Listen to what it takes to lead multiple departments and learn how to expand your role at your company. This expert panel will be followed by interactive, small-group roundtable discussions
Speakers:
- Raj Mehan, IRC, Vice President Finance & Treasurer, Steelcase Inc.
- Felise Kissell, SVP, Investor Relations & Corporate Development, Aramark
- Karla Kimrey, IRC, Vice President, Investor Relations & Communications, Peabody Energy Corporation
- Friederike Edelmann, Vice President, Investor Relations & Corporate Sustainability, Central Garden & Pet Company
- Wendy Wilson, Head of Investor Relations, Orion S.A. (moderator)
|
| 5:30-8:00 pm |
Reception and Dinner
Enjoy a curated experience under the stars featuring a wine pairing dinner experience with a certified sommelier, followed by time to connect with your SRT colleagues during fireside dessert and conversation. |
| Friday, December 6 |
| 8:00-8:30 am |
Breakfast |
| 8:30-8:45 am |
Opening Remarks - Passing the Torch to the 2025 SRT Chair |
| 8:45-9:45 am |
Stock Market Outlook: The Roaring 20s
Top investment strategist Ed Yardeni will discuss how AI-driven productivity growth will power S&P 500 Earnings and drive stock market values higher in the years ahead.
Speaker:
|
| 9:45-10:00 am |
Break |
| 10:00-11:00 am |
Shareholder Activism: What's New in 2024
Shareholder Activist campaigns reached a new high in the first half of 2024. These campaigns include a mix of established and new activists, across market caps and geographies. IR is on the front line for first and ongoing interaction with shareholder activists. Prepare yourself and your company with this panel discussion featuring seasoned executives and experts who’ve been through Activism engagements and will share their expertise.
Speakers:
Speakers to be announced |
| 11:00 am-12:30 pm |
Roundtable Discussions – What’s on Your Mind?
SRT members have the opportunity to discuss key trends and topics of interest in small-group breakouts, sharing insights, tips, best practices and lessons learned. Attendees will share and learn with each other, as well as develop and strengthen their professional networks. |
| 12:30 pm |
Closing Remarks |
| 12:30-1:30 pm |
Networking Lunch
Enjoy this final opportunity to connect with your colleagues with the breathtaking backdrop of the California coastline. |
IRC credential holders can claim up to 6 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs. More information is available at www.niri.org/certification.