Posts for Archives: Speakers

Dana Martin is a managing partner of the ETF desk at WallachBeth Capital, joining the firm in December 2009. Dana co-manages the group’s sales and trading teams and works closely with institutions as they naviate the complexities of ETF and Portfolio trading. Dana leverages the relationships he has developed over his career on the capital […]

Shirley Serrao Martin is a Senior Director in Investor Relations at American Eagle Outfitters Inc. (NYSE: AEO), a leading global specialty apparel retailer and cultivator of iconic brands including American Eagle® and Aerie®.   She joined the company in 2021 after spending 10 years at Barclays as a Research Analyst on the #2 Institutional Investor […]

Joni leverages over 20 years of accounting, finance and strategic communications leadership experience to advise clients on a variety of critical issues impacting valuation. Previously, Joni was managing director at Clermont Partners before its acquisition by Riveron. She was also director of investor relations and corporate communications for Broadwind Energy, where she developed and cultivated […]

Head of Technology Sector, Fundamental Equities, BlackRock.  25+ years experience in investments.   Education: Columbia Business School, MBA Finance, Univ of Illinois, BS Engineering 

As part of the GuideLign team of experienced IROs, Laura works to optimize Rivel’s comprehensive solutions and insights to address questions, uses and challenges for our Board, C-Level and IRO clients. She is responsible for leveraging and enhancing IR best practices, perception studies and advisory services in her engagement with clients across various industries and […]

Cynthia is an award-winning IPO and investor relations professional with over 20 years of Wall Street and capital markets experience, Cynthia has successfully created and managed dozens of public IR programs and led companies through various stages of growth, executive changes and transformational events. Her strong background in crisis communications, shareholder activism, and mergers and […]

As Head of the Index business, Stephanie is responsible for managing all aspects of the index business including portfolio management, asset retention and growth, business strategy and profitability. In her role, she oversees the heads of equity and fixed income index portfolio management, working closely with them to develop index investment staff into roles of […]

Darrell Heaps is a serial entrepreneur who has spent his career building innovative software companies. As the Founder and CEO of Q4, Darrell is a visionary leader in cloud-based investor relations solutions and has been at the forefront of innovation in the industry by spearheading the creation of the AI-driven IR Ops Platform. Together with […]