The Evolution of Investing: Staying Active in an Increasingly Passive Investing World

Wednesday, June 13, 2018 | 8:30AM - 9:30AM | Room: Margaux 1  |   Concurrent Round 6

 |  David V. LaValle | Samara Cohen | Jim Rowley, CFA | Douglas Yones |

As more money flows into index funds and ETFs, the role of investor relations professionals is evolving. How should companies engage passive investors? How do the big firms interact with and what are their expectations from the company and the IR professional? Is the growth of passive investing affecting stock valuations? Does capital market structure really work in a world where passive is buying everything? As passive investing dynamics change, how will corporate activism evolve? Hear from the three largest investors in your stock on these trends and more and their impact on the IR role.

Learning Objectives: 
  • Learn about key trends in the rise of passive investing and discover ways to engage those investors
  • Explore how changes in passive investing will impact your company and the role of IR professionals
  • Understand implications for corporate activism