Schedule
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Registration & Continental Breakfast
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Welcome
John Moten IRC, SVP Investor Relations, Aventiv Technologies and Chair National Investor Relations Institute
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Market Mosaic: Perspectives on Capital Markets
What is the temperature of the capital markets at present and are investors willing to participate. Discussion of successful strategies for raising capital in today’s market.
Jane Wells, Special Correspondent, CNBC, Editor Wells Street – Moderator
Edward Knight, Executive Vice Chairman, Nasdaq
Steven Litchfield, CFO, Chief Strategy Officer, MaxLinear
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US Equity Market Outlook and Tools To Help Navigate Key Macro Shifts
An overview of how the US equity market could fare given the macro backdrop, and how traditional equity factors and investment tools can be used for portfolio construction and individual stock selection in an evolving economy.
Christopher Cain, Head of Quantitative, Equity Strategy, Bloomberg
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Unlocking the Value of AI & Special Demonstration of AI Tool
How AI is reshaping Wall Street, investor relations and business in general. How you can harness its power while avoiding missteps.
April Scee, Managing Director, Riveron – Moderator
Christopher Blake, Executive Director of Innovation, S&P Global
Tim Crawford, CIO Strategic Advisor, AVOA
Christina Gagnier, Partner, Jeffer, Mangels, Butler & Mitchell LLP
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Winning Strategies for Small / Micro Cap Companies
From coverage to prospecting to fundraising, ideas on how to get enhanced consideration on the street.
John Moten, IRC, SVP Investor Relations, Aventiv Technologies & Chair National Investor Relations Institute – Moderator
Mike Feher, Chief Financial Officer, CathWorks
Jon Merriman, Chief Business Officer, B. Riley Financial
Carl Weise, Founder & Portfolio Manager, GROW Funds LLC.
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Lunch Break
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Data-Driven Storytelling
Using research-backed guidelines drawn from cognitive science, data visualization, graphic design and data journalism, this interactive workshop will teach you how to clearly communicate your company’s investment appeal across presentation slides and handouts to audiences of varied contexts and expertise levels.
Steven Franconeri, Professor of Psychology at Northwestern University and the Kellogg School of Management
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Be Active with your Activists
How effective crisis communications strategies and communications can help you weather an activist crisis situation.
Geoffrey Weinberg, Managing Director, Morrow Sodali – Moderator
Cynthia Hiponia, Vice President, Investor Relations, Box
Dan Moore, Founding Partner, Collected Strategies
Reuben Zaramian, Partner, Sidley Austin LLP
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ESG at a Crossroads
Is ESG marching forward or is it RIP? Find out how companies are navigating an evolving ESG ecosystem. What are the current best practices in ESG reporting as the SEC rulings are underway. How IROs can find a balanced approach to sharing their companies’ sustainability missions.
Andrea Altman, ESG Product Evangelist at NASDAQ – Moderator
Megan Bloomer, PhD, Vice President of Sustainability & CSR, Cheesecake Factory
Michael Millar, Senior Manager at Deloitte, Sustainability & ESG Services
Chad Spitler, Founder and CEO, Third Economy
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Advancing Your Career
Expert advice on how to position yourself for your next career move – whether a promotion, a new company, or the C-suite.
Stanley Martinez CFA, Portfolio Manager, City of San Diego – Moderator
Sanya Badr, Principal & IR Search Practice Leader, Crist|Kolder Associates
Robert Barich, Executive Vice President, CNR Executive Search
Adam Townsend, CFO and Head of IR, Vizio
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Closing & Post-Event Reception
Sponsored by Stakeholder Labs