Date: 4/19/2018
Event start time: 2:00 PM
Event end time: 3:00 PM
Category: Webinar
Price: Free
Register

Passive/Index Investment Trends and Their Impact on IR

April 19, 2018
2:00pm - 3:00pm Eastern Time

Passive investing is on the rise, a trend that has some IR professionals wondering where they fit into an investor landscape increasingly dominated by index funds. As more and more money flows into index funds and ETFs, the role of investor relations professionals is evolving. Hear from our panel about how IR professionals can successfully navigate this changing landscape.

Learning Objectives:
  • Get up to speed on the current trends toward passive investment
  • Develop an understanding about the real makeup of assets in the marketplace
  • Hear how an IR professional can make the best use of their time with the investment community

Sponsored by:


Moderator(s):

Kevin Roy

Kevin Roy

Managing Director, Global Markets Intelligence, Ipreo

Kevin is a founder and Managing Director of Ipreo’s Global Markets Intelligence division which provides market intelligence and advisory services to clients encompassing over 60% of the DJIA, over 55% of the S&P 500 and 35% of the NASDAQ 100.  During the course of his career, Kevin has provided senior management and investor relations teams with strategic counsel and insight into factors impacting shareholder engagement, equity market activity, and investor sentiment. Before joining Ipreo, Kevin worked in the Corporate Advisory Service Group at Thomson Financial where he was a Director managing the firm’s Energy Group.

Kevin received his B.B.A. from Loyola University New Orleans.

Speaker(s):

Phillip Brzenk, CFA

Phillip Brzenk, CFA

Director, Global Research & Design, S&P Dow Jones Indices

Phillip Brzenk is Director, Global Research & Design, at S&P Dow Jones Indices (S&P DJI). Phillip is responsible for conceptualization, research and design covering global strategy, factor based, alternative beta and thematic equity indices.

Prior to joining Global Research & Design, Phillip spent five years in the index management and production groups at S&P DJI, where he was involved in the index management of strategy and custom indices.

Phillip is a CFA Charterholder and a member of the New York Society of Security Analysts. He has a bachelor’s in Management with a concentration in Finance from the Georgia Institute of Technology.


J.T. Farley

J.T. Farley

Managing Director, Investor Relations and Corporate Communications, Investment Technology Group

J.T. Farley is Managing Director, Investor Relations and Corporate Communications at Investment Technology Group. J.T. oversees investor relations and public relations for NYSE-listed ITG, an agency broker and financial technology firm.  Prior to joining ITG in 2009 he worked in equity research sales at CLSA Asia Pacific and Bank of America, as a marketing manager at E*TRADE and a television news producer at CNBC Asia, based in Hong Kong and Singapore.  He is a graduate of New York University (MBA), the University of Hong Kong (MA) and Georgetown University (BS).  J.T. serves on the NIRI Editorial Advisory Board. 


Jennifer Almquist, CPA, IRC

Jennifer Almquist, CPA, IRC

Founder, Ivy Street Advisory

Jennifer Almquist is the founder of Ivy Street Advisory, a boutique consulting firm specializing in investor relations, strategic communications, accounting and finance for public and private U.S. companies.  Through Ivy Street Advisory, she provides finance and financial communications counsel to C-level executives.  She has assisted companies across a broad spectrum of industries, including natural resources, tech and consumer products, through turnarounds, M&A transactions, debt restructurings and secondary offerings.
 
Prior to founding Ivy Street Advisory, Jennifer served as the Director of Investor Relations and SEC Reporting for Crocs through its 2009/2010 turnaround.  She also served a variety of IR, accounting and finance roles at StarTek, TeleTech, MacDermid and Coors.  She began her career as an auditor in the Denver office of Deloitte and Touche, LLP.
 
Jennifer is a CPA, an Investor Relations Charter holder and a member of NIRI, FEI and the AICPA.  She served as the VP of communications for the Rocky Mountain NIRI Chapter from 2013 to 2017 and won the individual chapter leadership award in 2016.  Jennifer has a bachelor of science in business administration with an emphasis in accounting from the University of Colorado.