About NIRI OC

About

Who We Are

Established in 1990, the Orange County Chapter of NIRI currently has a membership of approximately 40 professionals including corporate practitioners and investor relations consultants representing public companies of all sizes across a wide spectrum of industries, as well as the service providers who support the profession. The chapter hosts a number of meetings and networking events throughout the year featuring topics of relevance to investor relations officers (IROs) and other professionals who interact with IROs or the investment community.

About NIRI

Founded in 1969, the National Investor Relations Institute (NIRI) is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The largest professional investor relations association in the world, NIRI’s more than 3,300 members represent over 1,600 publicly held companies and $9 trillion in stock market capitalization (www.niri.org).

Investor Relations Definition

Investor relations is a strategic management responsibility that integrates finance, communication, marketing and securities law compliance to enable the most effective two-way communication between a company, the financial community, and other constituencies, which ultimately contributes to a company’s securities achieving fair valuation. (Adopted by the NIRI Board of Directors, March 2003.)

Bylaws of Orange County Chapter of the National Investor Relations Institute

Click here to access the full document.

Board of Directors

The NIRI Orange County Board of Directors is responsible for all activities of the local chapter, and serves as the local representatives of NIRI National. Additionally, the Orange County board strives to maintain relationships with other local professional organizations representing individuals who interact with IROs or the investment community. We invite you to contact members of the board to discuss chapter matters or topics of interest affecting investor relations professionals.

David Erickson

President

Cynthia Skoglund

Director

Lela Cade

Director

Mitch Haws

Director

Stanley Martinez

Director

Oliver Moravcevic

Director

David Erickson

David Erickson

President

David Erickson has more than 25 years of experience in developing and implementing Investor Relations programs for a variety of companies. Most recently, David led the Investor Relations and Corporate Communications functions at Evolus (Nasdaq: EOLS), a performance beauty company headquartered in Newport Beach, California. Before joining Evolus in 2021, Erickson served as Vice President, Investor Relations, Corporate Communications and Corporate Social Responsibility for Establishment Labs, a global medical device and aesthetics company based in Costa Rica. Prior to that he was Vice President, Investor Relations at Edwards Lifesciences, a global medical device company headquartered in Irvine, California.

David is an active member of the National Investor Relations Institute (NIRI), having served in leadership positions at both the national and local levels.  He helped develop NIRI’s certification program, the Investor Relations Charter, and currently serves as Chairman of its Certification Council.  In 2014, Erickson was named a NIRI Fellow, which recognizes NIRI members who have distinguished themselves based on their leadership, integrity and contributions to the IR profession.

David has a B.S. in Business Administration (double major in Finance and Marketing) and an M.B.A. with an emphasis in Finance from California State University, Long Beach (CSULB). He currently serves on the Advisory Board of the CSULB Department of Finance and the Board of Directors of the Child Creativity Lab, an organization dedicated to promoting creativity through STEM-based educational programs and activities. He is also a mentor in the CSULB Corporate Mentoring Program.

Cynthia Skoglund

Cynthia Skoglund

Director

Cynthia Skoglund, is the principal of the Skoglund Consulting Group.  She was the former senior manager and member of the Business Development and Corporate Strategy team at Beckman Coulter, a subsidiary of Danaher Corporation.  Prior to the company being acquired by Danaher in 2011, Skoglund was the Investor Relations Officer at Beckman Coulter.

In addition to managing her boutique consulting firm, she is also an Independent Inspector of Election working with American Election Services, LLC (AES) providing independent inspector, tabulation, and certification services for corporations, organizations and associations worldwide.

With over 25 years of experience in investor relations and communications, Skoglund is an active member of NIRI and was named NIRI National Volunteer of the Year in 2015.  She has been involved in the NIRI Orange County Chapter since its beginning and has served on the NIRI Orange County board for more than 15 years including past president, VP of programs including special events, and treasurer.  She currently serves as director at large and senior advisor of the chapter.

Lela Cade

Lela Cade

Director

Lela Cade is Director of Relationship Management at Morrow Sodali with 20 years of experience in executive management consulting and international business development.

She has been with Morrow Sodali since 2011, previously working from the headquarters in Rome, Italy, advising corporate boards and executives in the EMEA region on mergers and acquisitions, annual and special meetings, shareholder activist initiatives, and multinational cross-border equity transactions. She was also directly involved in the firm’s environmental, social, and governance (ESG) advisory projects for the US, continental Europe, Asia, and Latin America.

Lela is certified in Investor Relations from the UK IR Society and an active member of the Society for Corporate Governance. She holds a Master of Business Administration in International Finance from St. John’s University and a Bachelor of Science in Clinical Psychology with a minor in Law and Society from the University of California, San Diego.

Mitch Haws

Mitch Haws

Director

Mitch Haws is a senior investor relations and communications officer with over 30 years of global experience. He has managed IR and communications through complex financial transactions including IPOs, LBOs, and mergers. He is a member of the inaugural class to receive the IRC certification. Mitch is currently Corporate Vice President of Investor Relations at Advanced Micro Devices. Prior to that, he has served as Vice President, Investor Relations at Skyworks Solutions, Freescale Semiconductor, Equifax Inc., and The Reynolds and Reynolds Company.

Mitch has an M.B.A. from Westminster College and a B.A. in Communications from Brigham Young University.

Stanley Martinez

Stanley Martinez

Director

Stanley Martinez is former Vice President Investor Relations for Syniverse Corporation and was is responsible for leading both the company’s interactions with Investors and Securities Analysts Analysis and overseeing its Environmental, Social and Governance (ESG) strategy and implementation. He has more than 30 years of experience as both an Investor and Executive in Global Telecom and Technology companies.

Prior to joining Syniverse, Stanley headed Investor Relations at Ligado Networks and IHS Towers and held Corporate Development and Investor Relations positions at Deutsche Telekom, where he helped advise on portfolio strategy including spectrum acquisitions and the company’s merger between its US subsidiary T-Mobile US, with Sprint. While at Deutsche Telekom, their Investor Relations team was ranked #1 in European Telecom Services in Extel and Institutional Investor surveys. He began his career as an institutional investor and held a variety of roles as an Analyst, Director of High Yield Research and Portfolio Manager with several firms including Alliance Bernstein and Legal & General Investment Management America, in which he was a founding employee.

Stanley received a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania and a Bachelor of Arts, also from the University of Pennsylvania. He also received a Master’s in Business Administration from the Yale School of Management, and he holds both the Chartered Financial Analyst designation and the Investor Relations Charter. Effective July 1, 2023, Stanley will also serve as Director-at-Large for the CFA Society of San Diego.

Oliver Moravcevic

Oliver Moravcevic

Director

Oliver Moravcevic currently serves as the Vice President of Investor Relations at RxSight, an ophthalmic medical device company. Prior to this role, he held the position of Director of Investor Relations at Edwards Lifesciences. Before venturing into Investor Relations, Oliver gained valuable experience in various finance-related roles at Edwards, including corporate financial planning and analysis, treasury, cost accounting, corporate accounting, internal audit, and business unit finance.

Preceding his decade-long tenure at Edwards Lifesciences, Oliver contributed his expertise to Pathway Capital Management, a private equity firm based in Irvine, CA.

He is a graduate of the University of California, Irvine, holding a Bachelor of Science in Business Administration.