Join Nasdaq and the NIRI Southern California Chapters (LA, OC & SD) for the second annual NIRI SoCal Conference. This is a one-day high impact conference focused on IR and communications impacting public companies – spanning topics applicable to IR, finance, and communications teams of all levels. For a list of speakers and their bios, please visit https://www.nirioc.org/socal-conference-2024/ Schedule 8:00am - Registration & Continental Breakfast 8:30am - Welcome John Moten IRC, SVP Investor Relations, Aventiv Technologies and Chair National Investor Relations Institute Equities Amid Inflation, Recession Scares and Political Pandemonium How the equity and fixed income markets are expected to fare given the myriad of domestic and international variables we’re facing in 2024 and beyond. 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. Speakers: Jane Wells, Special Correspondent, CNBC, Editor Wells Street – Moderator Edward Knight, Executive Vice Chairman, Nasdaq 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. Speakers: Joe Koehler, Managing Director, Riveron – Moderator Tim Crawford, CIO Strategic Advisor, AVOA Other Speakers TBD Winning Strategies for Small / Micro Cap Companies From coverage to prospecting to fundraising, ideas on how to get enhanced consideration on the street. Speakers: 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. 12:30pm Lunch Break Data-Driven Storytelling Learn ways to persuasively communicate your company’s investment appeal, as supported by research-backed learnings in cognitive science, data visualization and graphic design. Speaker: Steven Franconeri, Professor Northwestern University Kellogg School of Management Be Active with your Activists How effective crisis communications strategies and communications can help you weather an activist crisis situation. Speakers: Geoffrey Weinberg, Managing Director, Morrow Sodali – Moderator Cynthia Hiponia, Vice President, Investor Relations, Box Dan Moore, Founding Partner, Collected Strategies 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. Speakers: Andrea Altman, ESG Product Evangelist at NASDAQ – Moderator Michael Millar, Senior Manager at Deloitte, Sustainability & ESG Services Chad Spitler, Third Economy 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. Speakers: 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 4:30pm - Post-Event Reception