Date: 10/9/2019
Event start time: 12:00 PM
Event end time: 1:00 PM
Category: Chapter

Please join the NIRI Virtual Chapter's October program for the 2019-2020 program year. The historical buy-side engagement model that's been facilitated by sell-side banks is breaking down. Banks continue to cater to investors they have paying relationships with, putting them at odds with corporate issuers. Additionally, MiFID II is causing the sell-side to rethink how they provide logistical support to those they provide research coverage for. And finally, conferences seem to be packed with the same names, looking for the most recent market update from Management.
If a primary responsibility of the IRO is to ensure the company is speaking to the right investors, in the right place, at the right time, how can they do so in an environment that the sell-side is continuing to exit? Large and mega-cap companies may not feel the squeeze, but small and mid caps certainly will. We'll explore what is driving the shift, where it may end up, who some new faces are, and how the IRO can be successful in a world where they're more on their own than ever.
Learning Objectives:  Upon completion of the program, participants will be able to:

  • Recognize the new economic model of sell-side research and what has changed
  • Create symbiotic business partnerships with covering banks that allow each of you to remain successful
  • Identify when and how to use sell-side for NDRs and how to make the most of conferences
  • Evaluate the likelihood and cost/benefit of additional coverage
  • Explain to others what the future of sell-side research may look like
Matt Tractenberg, IR Partner, Q4 (Moderator)
Shawn Bevec, VP, Investor Relations, Quest Diagnostics
Shawn Harrison - Associate Director of Research, Longbow Research

Please come prepared with your questions on this exciting topic.

We look forward to your attendance!

Holders of the NIRI IRC® credential can earn up to three professional development unit (PDU) per meeting/webinar. IRC-credentialed speakers may also earn PDUs. More information is available at