Hear from thought leaders and leading industry experts in General Sessions on the key topics that are shaping the future of investor relations and capital markets engagement
Picking Your Battles – Leading Through Historic Societal Changes
Leaders everywhere, including public company C-suites and Boards, are facing a level of change and demand for change on a range of societal issues that they have never before experienced from stakeholders of all forms: shareholders, customers, suppliers, employees, NGOs, regulators, governments, etc. Messaging and meaning often get out of synch. This discussion will explore these challenging issues and include productive recommendations based on examples of companies and individuals successfully leading in this complex and rapidly evolving global environment.
- Jeffrey A. Sonnenfeld, PhD, Senior Associate Dean for Leadership Studies & Lester Crown Professor in the Practice of Management, Yale School of Management
- Jeffrey M. Solomon, Chair and Chief Executive Officer, Cowen, Inc.
- Helena Foulkes, former CEO of Hudson’s Bay Company and Board Director at Skillsoft
Shining an Even Brighter Light on ESG
Though ESG was already a bona fide "hot topic," the SEC's recent ESG disclosure rule proposal has served to shine an even brighter spotlight on it. Many public companies still face a steep learning curve in understanding its significance from a buyside perspective now that these issues affect whether boards get re-elected, what executives get paid, where a company’s capital comes from, how much they can access, and much more. Join this session for the very unique views of two thought-leader topical experts.
Speak Frankly - The Buyside View of IR and More
Investor relations has never experienced a period of such profound practice change as the past several years. Hear directly from IR’s primary audience, a panel of portfolio managers, regarding their frank perspectives on this evolution, what has gone well, where improvement is still needed, as well as their broader views on what is top of mind and where public companies should focus their efforts.
- Katherine Collins, Head of Sustainable Investing, Putnam Investments
- William Page, Senior Portfolio Manager, Essex Investment Management
- Mary Pryshlak, Head of Investment Research, Wellington Management Company
- Matt Simon, Head of Ashler Capital, Citadel
- Ruth Venning, IRC, Executive Director, Investor Relations & ESG, Horizon Therapeutics
NIRI Think Tank on Corporate Purpose
Learn from members of NIRI's Think Tank on Corporate Purpose about the results of the group's recent study into the evolution of corporate purpose relative to IR stakeholders, including specific recommendations for IR professionals to successfully plan for and adapt to the changing governance landscape.
Three Scenarios, Two Walls, One Cycle
Lisa Emsbo-Mattingly leads Fidelity Investments' Asset Allocation Research Team in conducting economic, fundamental, and quantitative research to develop asset allocation and macro investment recommendations. Join her for a discussion of the global factors that are top of mind for her team.
NIRI Update and What's Next in Washington
Hear from NIRI leadership on key regulatory developments, including the SEC's proposed rule on climate-related disclosure, and NIRI’s related advocacy efforts.
Closing Keynote Address by Dave McGillivray
Everyone has a story to tell. For Dave McGillivray, it was his strong desire to be an athlete that led him to run across the country in 1978 at age 23. That 80-day trek across the United States led to a life of pushing himself both mentally and physically. McGillivray is now race director of the B.A.A. Boston Marathon and has directed many of the countries most prestigious races, such as the 2004 and 2008 U.S. Women’s Olympic Marathon Trials, the 1990 ITU Triathlon World Championship, the TD Beach to Beacon 10K, the New Balance Falmouth Road Race, and numerous other races. He will deliver an inspirational account that is not about running… it’s about "defining moments" and what’s possible if you believe in yourself and your own ability to do the seemingly insurmountable.