Date: 11/29/2023 - 12/1/2023
Event start time: 5:30 PM PST
Event end time: 2:00 PM PST
Category: Annual
Price: SRT Members: Free **Senior Roundtable Membership Required**


2023 Senior Roundtable Annual Meeting

Terranea Resort, Rancho Palos Verdes, CA

November 29-December 1, 2023

About  •  Agenda  •  Speakers  •  Venue & Accommodation  

 *Agenda subject to change; All times in local time. Additional details and speakers to be announced shortly!

Wednesday, November 29
5:30-8:00 pm Welcome Reception and Dinner
Reconnect with friends and colleagues and meet new ones over drinks and dinner. Enjoy a unique opportunity to interact with Terranea's resident falconer and his owl Owlbert.

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. 

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.

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.

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. 

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.

Friday, December 1
8:00-8:30 am Breakfast
8:30-8:45 am Opening Remarks - Passing the Torch to the 2024 SRT Chair 
8:45-9:45 am An Update from the Buyside
Hear long-horizon active management buy-side Institutional Investors share their insights and perspectives on the greatest challenges they face in the evolving investment landscape. Areas of discussion will include the investment environment, competition with passive management, ESG impacts, program trading, hedge fund and high frequency trading, industry consolidation, and the future of active management.  We will also explore how companies can adopt best practices to most effectively and efficiently build productive relationships with this segment of the investment community.  

Kaitlyn Murphy, Investment Analyst, Capital Research Global Investors, Capital Group
Salil Phadnis, Vice President, Investment Analyst, Dodge & Cox
Sean Korduner, CFA, Vice President, First Pacific Advisors
Daniel Briggs, Senior Vice President Investor Relations, Las Vegas Sands Corp. (moderator)
9:45-10:00 am Break
10:00-11:00 am When and How Will AI Change How You Conduct Your IR Program?
We have been inundated with news stories about AI, Generative AI ChatGPT and the examples of how quickly people began to use AI for both personal and work initiatives.  Just how disruptive will AI be on the workforce of our companies? How will it change the way we conduct business? How long will it take and how widespread will AI be?   

This session will discuss how AI is being used currently by the Buy side, Sell side and IRO and the benefits that could be gained over the next two to three years.  These include tracking and comparing peer analytics, enhancing your ability to track analyst reports, tracking industry trends and news, improving investor targeting, and even just summarizing company earnings calls and prioritizing follow-ups. In addition to the benefits there are also potential threats from AI which include external reputation risk from fake news, false accusations from increased news flow, internal challenges and threats to the business model. Join the discussion so that you can prepare your CEO, CFO and Board with a view of the short- and long-term impact of AI on investor relations.

Laurence Alexander
, Equity Research Analyst, Jefferies
Evan Pondel, IRC, CEO, Triunfo Partners
Daniel Sandberg, Managing Director, Head of New Product Development & Research, S&P Global Market Intelligence
Lisa Kampf, Investor Relations Officer (moderator)
Additional speakers to be announced soon
11:00 am-12:00 pm Roundtable Discussions – What’s on Your Mind? (part 2)
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.
12:00 pm Closing Remarks
12:00-1:30 pm Networking Lunch
Enjoy this final opportunity to connect with your colleagues with the breathtaking backdrop of the California coastline.

IRC credential holders can claim up to 6 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs. More information is available at