NIRI Annual SouthEast Conference (Virtual)


3rd Annual NIRI Southeast Conference

This event is complimentary to current NIRI members

Tuesday, March 23, 2021

Investor Relations 101 Seminar

2:00pm - 5:00pm:

Live virtual event on Open Exchange

Day 1: Zoom - Webinar Only Registration

  • Managing Sell-Side Relationships - how the sell-side model works, managing the sell-side, thoughts on guidance - to give or not to give
    •   Michael Nelson – Vice President Investor Relations & Treasurer, NCR Corporation

  • Managing Internal Relationships – navigate the inner workings of your company to establish a robust network to support your IR activities
    •   Mark Chekanow – Director Investor Relations, SWM

  • Managing Retail Investors - how to attract and manage the new retail shareholder contingent and how to navigate extreme volatility driven by social media and community-based trading
    •   Dan Aldridge– Managing Partner, Asbury IR & NIRI Atlanta President

  • Developing an Effective IR Presentation – cut through the noise and focus on what matters most to investors
    •   Chase Jacobson - Managing Director at Vallum Advisors

Wednesday, March 24th

NIRI Southeast Conference

Live virtual event on Open Exchange beginning at 8:45am

Day 2: Zoom - Showcase Registration

  • 8:45   Opening Remarks
    •   Dan Aldridge – Managing Partner, Asbury IR & NIRI Atlanta President

  • 9:00   Keynote – CEO Panel on the Social Impact
    •   Moderator: Katie KirkpatrickCEO, Metro Atlanta Chamber of Commerce
    •   Jillian Evanko - CEO, Chart Industries
    •   Ravi Saligram - CEO, Newell Brands
    •   Michael Doss - CEO, Graphic Packaging International

  • 10:00   Economic Uncertainty - Stimulus Impact and Fed Policy</strong >
    •   Paula Tkac – Senior Vice President & Associate Research Director, Atlanta Federal Reserve Bank

  • 10:45   Break

  • 11:00   Breaking down ESG – Key Trends in Each Segment
    •   Moderator: Dan Aldridge – Managing Partner, Asbury IR & NIRI Atlanta President
    •   Chad Spitler – Founder and CEO, Third Economy
    •   Michael Rosen - Chief Executives for Corporate Purpose (CECP)
    •   Brian Matt – Head of ESG, New York Stock Exchange, Intercontinental Exchange

  • 12:00   Lunch/Break

  • 1:00   ESG Data Trends and Engagement
    •   Moderator:Michael Nelson – Vice President Investor Relations & Treasurer, NCR Corporation
    •   Neal Zaher - Chief Risk Officer, NCR
    •   Vlad Kaplun - ICE Data Services, ESG Meter

  • 2:00   Corporate Access Panel – Succeeding in Uncertainty
    •   Moderator:Christopher Agnew - SVP, Investor Relations and FP&A, Travel + Leisure Co., Florida NIRI Board Member
    •   Liz Librizzi - Head of Corporate Access, Alliance Bernstein
    •   Sarah Regan - Head of Corporate Access, T Rowe Price
    •   Jennifer Lanieri - Head of Corporate Access, Fidelity
    •   Mary Turnbull - Head of Corporate Access, Raymond James

  • 2:45   Closing Remarks

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