| Thursday, November 30 |
| 8:00-8:45 am |
Breakfast |
| 8:45-9:00 am |
Welcome |
| 9:00-10:00 am |
Active Management in a "Super Wrapper:" Examining the Evolving World of ETFs
In the past, ETFs had a reputation - popular with retail investors, but ultimately, low risk and low reward. In this session, we'll hear from Jennifer Grancio at The TCW Group who challenges that narrative. For many ETFs, active management is back - and outperforming their passive counterparts more than 50% of the time, according to Morningstar's semiannual Active/Passive Barometer report. What does this paradigm shift mean for IROs, and how can you engage this audience effectively? Be sure to tune in for this dynamic discussion to find out.
Speakers:
Jennifer Grancio, Head of Global Wealth, TCW
Wendy Wilson, Head of Investor Relations, Orion Engineered Carbons (moderator) |
| 10:00-10:30 am |
Break |
| 10:30-11:30 am |
Equities Amid Inflation Shocks, Recession Scares and Policy Pandemonium
Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence will walk participants through the outlook for corporate earnings trends and her read on the U.S. equity market given tectonic shifts taking place in inflation, economic growth, and fiscal and monetary policy direction. The session will including a review of her models for market fair value, the economic regime, and sector and factor allocation, and dive into corporate transcripts and earnings season details to help decipher the tea leaves of the equity market.
Speaker:
Gina Martin Adams, Chief Equity Strategist, Bloomberg Intelligence |
| 11:30am-12:00pm |
NIRI Advocacy Update: Recapping 2023 and Priorities for 2024
Hear from NIRI leadership on key regulatory developments and advocacy issues affecting IR and public companies.
Speakers:
Matthew D. Brusch, CAE, President & CEO, NIRI
Niels C. Holch, Founding Partner, Holch & Erickson, LLP |
| 12:00-1:30 pm |
Networking Lunch |
| 1:30-2:30 pm |
Bridging ESG Impact Assessment to Strategic Messaging
Many IROs are now responsible for (re)assessing the ESG/sustainability areas that are most impactful to their business/industry and bridging the themes into stakeholder messaging. It is best to have a strategic approach to leveraging communication vehicles and reporting frameworks, and there is not a one size fits all solution. Doing this effectively has become more important as ESG is becoming integrated with corporate strategy. Our panelists from multiple industries will highlight best practices and lessons learned during their journeys.
Speakers:
Alexandra Deignan, Head of Investor Relations & Corporate Sustainability, Lazard Ltd.
Mike Steele, CFA, Vice President, Investor Relations, Zebra Technologies
Karen David-Green, Independent Board Director
Gary Baker, Founder and CEO, Baker Brand (moderator) |
| 2:30-3:00 pm |
Break |
| 3:00-4:30 pm |
Roundtable Discussions – What’s on Your Mind? (part 1)
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. Attendees will share and learn with each other, as well as develop and strengthen their professional networks. |
| 5:30-8:00 pm |
Reception and Dinner
Enjoy a curated experience under the stars featuring a wine pairing dinner experience with a certified sommelier, followed by time to connect with your SRT colleagues during fireside dessert and conversation. |