NIRI Southeast Fall Conference

November 15, 2018 08:00 AM EST

Wednesday - Thursday, November 14-15, 2018

NIRI Southeast Fall Conference

The Atlanta Country Club

*This event is complimentary to current and prospective NIRI members

Wednesday, November 14, 2018  |  6:30pm – 8:30pm:

Welcome Reception at CRU Food and Wine Bar (The Battery Atlanta)

Thursday, November 15, 2018  |  8:00am – 2:30pm:

NIRI Southeast Fall Conference at The Atlanta Country Club

Also, for those companies outside of Atlanta wanting to attend, we have added a unique and valuable service to maximize your time while attending:

The Conference is partnering with Wells Fargo Securities to organize targeted investor meetings with a number of large, long-term investors located in the Atlanta market to be conducted before and after the event while in town for those interested

Kill two birds with one visit while attending!

We look forward to an evening of peer networking and socializing on the evening of Wednesday, November 14th followed by a day of learning and interactive discussion around key topics, led by dynamic industry leaders on Thursday, November 15th at The Atlanta Country Club. Topics include:

8:00 – Opening comments

  • Dan Aldridge - NIRI Atlanta President & Managing Partner, Asbury Investor Relations (AIR)

8:15 - Consumer Viewpoint – What is the consumer doing now? A report on the latest consumer trends and impacts

  • Dana Telsey – CEO Telsey Advisory Group (TAG)

9:15 - NIRI Strategy and Advocacy - Learn about NIRI’s programs, goals and objectives

  • Gary LaBranche – NIRI National CEO

10:00 – Break

10:15 - Passive Investing - The evolution of investing: staying active in an increasingly passive world

  • Moderator: Douglas Yones – Head of Exchange Traded Products, New York Stock Exchange
  • Brendan McCarthy - Managing Director, US Markets Coverage & Institutional Product Consulting team, BlackRock
  • David LaValle- US Head of SPDR ETF Capital Markets, StateStreet
  • Dan Draper - Managing Director and Global Head of ETF, Invesco

11:15 - Trading – Learn the latest on how your stock is trading, who’s trading it and what the SEC has to say about it

12:00 - Lunch

12:30 - Activism - The changing nature of activism – increased focus on ESG, involvement of top long only shareholders

  • Derek Zaba – Head of Activism Defense, PJT Camberview
  • Dan Romito - Global Head of Investor Analytics, Nasdaq
  • Tom Germinario – Senior Vice President, DF King
  • Kai Haakon E. Liekefett – Chair of Shareholder Activism, Sidley Austin LLP
  • Lex Suvanto - Global Managing Director, Financial Communications at Edelman

1:30 - MiFID II - 11 months in and how is it impacting corporate investor relations from real world buy and sell side panelists

  • Moderator: Mary Turnbull – Head of Corporate Access, Raymond James
  • Megan Capay – Head of Corporate Access, Surveyor
  • Tyler Brown - Managing Director - Transportation Services/Waste and Industrial Services, Raymond James
  • Rebecca Gardy – Senior Vice President Investor Relations, GreenSky

2:30 – Closing Comments

  • Dan Aldridge - NIRI Atlanta President & Managing Partner, Asbury Investor Relations (AIR) 

Speaker Bios:
Megan Capay
Dan Draper
Rebecca Gardy
Tom Germinario
Gary LaBranche
David LaValle
Kai Haakon E. Liekefett
Brendan McCarthy
Daniel Romito
David Schick
Larry Tabb
Dana Tesley
Mary Turnbull
Patrick Tyler Brown
Douglas M. Yones
Derek O. Zaba



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