Monday, June 2

The Promise of Capitalism: Past, Present and a Brighter Future
8:30 – 9:30am

Capitalism has provided myriad benefits including incredible wealth creation that has reduced poverty around the world. But this economic system isn’t without weaknesses such as income inequality, retirement and job insecurity, among others. In this fireside chat, two renowned economic and capital markets experts will briefly explore the past, current and potential future of capitalism, including consideration of the influences of Wall Street and Washington, and identify opportunities for public companies and others to drive positive change. Audience members will be invited to engage through Q&A.

Speakers:

Roger Ferguson, Former President and CEO, TIAA
Sarah Williamson, CEO, FCLT Global

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Trends in Index Investing. Why does the IRO care?
9:30 – 10:15am

Listen to an expert panel discuss how institutions invest most or all of their capital using an index approach. Methods may range from tracking a specific index, utilizing ETFs, or applying other formulas. In fact, indexes are not a one-size-fits-all approach – they can be adaptable for the institutions investing in them. As you are competing for shareholder capital, it is important to understand this key constituent in your shareholder base.

That said, funds focused on index investing present a unique challenge for IROs. Corporate messaging doesn’t influence their decisions, but they may be among our largest holders. And, their vote matters when it comes to proxy season as they can have an impact on the E, S and G aspects of the company including director elections, sustainability, or Say on Pay.

For these reasons, the IRO needs to:

• Be aware of the power of these institutions
• Understand that the index investing approach is very rules based – what are the rules, factors and methodologies they utilize and how to judge your company’s potential exposure.
• Recognize the organizational structure of index funds, how they gather data, and the key factors involved in their investment decisions.
• Learn how to gain and retain support of the institution and understand their perspective on the company’s operations and structure

Speakers:

Glenn Booraem, Principal, Office of the General Counsel, Head of Investment Stewardship Research & Policy, Vanguard
Abhishek Gupta, Executive Director, MSCI
Bob McCormick, Executive Director, Council of Institutional Investors (moderator)

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Supercharge Your Connection
10:15 – 11:00am

The best business relationships and most successful teams are rooted in trust and meaningful connection. Yet too often, our conversations—with colleagues, clients, and even friends—feel rushed and transactional. Imagine your impact if you could maximize connection opportunities at every turn. In this engaging keynote, you’ll discover the three fundamental ways that humans build connection and see these principles in action in your own life. You’ll learn how to shift your conversations from transactional to relational, even if time is tight. Whether you feel grateful when someone else breaks the ice or you are a master of connection, you’ll walk away with practical techniques to use with your colleagues, clients, friends and even relative strangers to optimize connection in your life. Let’s supercharge your ability to connect well!

This interactive, connection-oriented experience rapidly creates connections with other event attendees, as you begin your conference experience. This event isn’t just about learning from experts on the stage; it’s about building a robust network of IR peers that you can call on over time.

Speakers:

Taylor Buonocore-Guthrie, Keynote Speaker + Facilitator, The Connection Spark

Tuesday, June 3

Navigating Change: The Role of Sound Governance and Adaptable Leadership
8:30 – 9:20am

In a rapidly evolving world, the unprecedented speed of change demands agile responses supported by a robust governance structure. Organizations must remain flexible and responsive to changing circumstances, make informed decisions and maintain direction despite uncertainty, while also navigate the need for transparency with investors and other stakeholders. Join us for an engaging conversation with industry experts who will share insights, experiences, and practical advice on how to:

• Establish a strong governance structure to ensure accountability and transparency.
• Identify and mitigate risks to protect organizational assets and ensure long-term stability.
• Build financial resiliency to withstand economic fluctuations and crises.
• Guide and inspire your team by adapting, communicating, and building trust.

Speakers:

Tiffany Willis, Senior Vice President, Investor Relations, Starbucks Corporation
Paul Washington, President and CEO, Society for Corporate Governance
Elizabeth Mora, Board Director, MKSI
Chad Spitler, Founder and CEO, Third Economy (moderator)

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Shareholder Activism: What’s New in 2025
9:20 – 10:05am

Shareholder activism remains robust in 2025. These campaigns include a mix of established and new activists, across market caps and geographies. IR is on the front line for first and ongoing interaction with shareholder activists. Hear candid insights from an activist shareholder on how to constructively engage with activists and better understand how to drive mutually beneficial outcomes.

Speakers:

Steven Barg, Global Head of Engagement, Elliott Investment Management
Liz Zale, Partner, FGS Global (moderator)

Strategic Insights for Investor Relations: Navigating Today’s Economic Landscape
10:05 – 11:00am

In an era of significant economic policy shifts and market volatility, it’s critical for investor relations professionals to understand the factors likely to impact their company, industry, and the capital markets. This session will bring together diverse perspectives on the most pressing economic questions of today. Attendees will gain valuable insights into market trends and economic forecasts to enhance strategic decision-making and stakeholder communications while navigating the uncertainties ahead.

Speakers:

Eric Freedman, CIO, US Bank Asset Management
Nancy Fischer, Partner, Pillsbury
John Moten, IRC, Immediate Past Chair, NIRI Board of Directors (moderator)