Thursday, December 1 |
8:00-8:45 am |
BREAKFAST Paradise Salon 3 |
8:45-9:00 am |
Welcome Paradise Salon 4
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9:00-10:45 am |
The Rise of Passive and Thematic Investing and Waning Influence of the Sell Side Paradise Salon 4
Powerful transformations in our economy due to technological and societal trends are leading to a rise in thematic investing. Understanding how these trends can create dislocations from a company’s fundamentals is an increasingly important topic for every IRO. What is driving your stock price? Where should you be focusing your efforts? Does sell side coverage still matter? This session will discuss how changing market structure, a continued rise in passive investing, advances in thematic investing, and diminished influence of sell side research impact your investor relations strategy.
Panel discussion followed by small group roundtable discussions.
- Stuart Linde, Executive Chairman, Water Tower Research
- Tim Quast, Founder & President, ModernIR
- Peter Sidoti, Founder, Chairman and Chief Executive Officer, Sidoti & Company, LLC
- Deborah K. Pawlowski, IRC, Chair, CEO, and Founder, Kei Advisors LLC (moderator)
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10:45-11:15 am |
BREAK Paradise Salon Foyer |
11:15 am-12:00 pm |
What's Next in Washington: Regulatory Developments in the Coming Year Paradise Salon 4
Hear from NIRI leadership on key regulatory developments and advocacy issues affecting IR and public companies.
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12:00-1:30 pm |
NETWORKING LUNCH North Sonoran Terrace |
1:30-3:00 pm |
Climate-Related Disclosures: The SEC Proposed Rules and Beyond Paradise Salon 4
Whether or not the SEC’s final rules on climate-related disclosures end up as proposed, climate-related reporting is an emerging reality, and it’s already part of the Task Force on Climate Disclosures (TCFD ) reporting framework. What does this mean for public company reporting, for us as IROs and for the investment community? Our panel of speakers will address these questions, as well as highlight what you need to do now to get ready to confidently report the financial impact of environmental social and governance (ESG) risks and opportunities, prepare for and manage assurance of those disclosures and more.
- Emily Brock, Ph.D., Senior Manager, Research & Networks, The Sustainability Institute by ERM
- Vicky Keramida, Ph.D., CEO & Chief Technical Officer, KERAMIDA Inc.
- Lisa Lipuma, Director of Enterprise Risk Consulting, North America, WTW
- Ruth Venning, IRC, Executive Director, Investor Relations and ESG, Horizon Therapeutics (moderator)
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3:00-3:30 pm |
BREAK Paradise Salon Foyer |
3:30-5:00 pm |
Roundtable Discussions – What’s on Your Mind? Paradise Salon 4
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. Potential topics include surviving through economic downturns, dealing with difficult investors, governance outreach, tried and true ESG practices, how to get your board cybersecurity aware and educated, preparing for the new SEC pay for performance proxy disclosure – as well as topics of particular interest to each breakout group. Attendees will share and learn with each other, as well as develop and strengthen their professional networks. |
5:30-8:00 pm |
COCKTAILS AND DINNER Garden Terrace |