NIRI Southeast Conference


Tuesday, March 29, 2022

3:00 pm - 9:00 pm Atlanta Country Club

Investor Relations 101

3:00 pm to 3:45 pm

Setting Up an Effective IR Program - the how-to framework for the one-person IR professional.How to leverage internal resources: Marketing, Communications, FP&A, Strategic Planning, Legal, M&A, Operations and others can become your extended team!Examine what external resources add real value to assist you in the development of your key investment thesis, scripts, presentations, NDRs and investor days.

Moderator:Calene Candela, Group Director - Investor Relations, Ryder System, Inc.

Panelists:Kristie Waugh, Vice President, Investor Relations and Financial Planning and Analysis, Raymond James Financial

Jill Greer, Senior Vice President Finance, Investor Relations and Communications, ADT

3:45 pm to 4:00 pm - Break

Managing Sell-Side and Buy-Side Relationships

4:00 pm to 4:45 pm

Discuss strategies to target new sell-side coverage, attract the right investors for your stock, manage expectations, choose the right guidance metrics for your company, balance C-Suite availability to key investors, and how to reach out to new target investors.

Moderator: Chris Agnew, Senior Vice President, Head of Investor Relations & FP&A, Travel+Leisure Co.

Panelists:Mary Turnbull, Managing Director, Corporate Access, Raymond James & Associates

Jeff Karcher - Regional Head - Southeast, Intercontinental Exchange |New York Stock Exchange

Networking and Reception

5:00 pm - 9:00 pm

Networking, food and drink, followed by dancing and live music by The Decades Band

Wednesday, March 30, 2022

NIRI Southeast Conference

7:30 am - 3:00 pm Atlanta Country Club

Breakfast & Networking

7:30 am to 8:55 am

Opening Remarks

Dan Aldridge - </strong >Managing Partner Asbury IR, President NIRI Atlanta

The Rise of ETFs and Their Impact on the Market

9:00 am - 10:00 am


  • Moderator:Douglas Yones - Head of Exchange Traded Products, New York Stock Exchange
  • Eric Pollakov - Global Head of ETFs, Invesco
  • Bruce Saltzman - Head of ETF Capital Markets, State Street Global Advisors
  • Christopher Johnson - Head of Global Equity Trading and Capital Markets, Schwab

ESG - What’s changed and what to be prepared for in 2022 and beyond - a multi-stakeholder view of the future

10:00 am - 11:15 am

  • Impending regulatory burden - what you should be preparing for, and measuring now
  • Disclosure - how to ensure you’re well positioned for inclusion in the emerging world of ESG funds
  • Practical solutions - hear directly from a leading IRO on their journey and plans for continued evolution


  • Moderator: Michael Rosen - Head of ESG Strategy & Engagement, CECP
  • Brian Matt - Head of ESG Advisory, NYSE (Regulatory/Exchange view)
  • Harry Etra - CEO HXE Partners (Strategic Advisory view)
  • Mary Winn Pilkington - SVP of IR and Communications, Tractor Supply (IR View)
  • Ima Edomwonyi - Senior ESG analyst, Franklin Templeton (Buyside/Investor view)

11:15 am - 11:30 am Break

11:30 am - 12:00 am Lunch

Retail Shareholder Engagement: How to engage with this growing shareholder group

12:00 pm - 1:00 pm


  • Moderator:Dan Aldridge - Managing Partner, Asbury IR
  • Jason Rechel - VP IR, Sprout Social
  • Nicole Maselli - Head of Sales, Stockperks
  • Chris Blake - Executive Director, Advisory Innovation and Technology, IHS Markit

Economic update: Mark Vitner - Senior Economist, Wells Fargo

1:00 pm - 1:45pm

Keynote Address: Update on Capital Markets Regulation and Trading

1:45 pm - 2:45 pm


  • Steve Grasso - CEO, Grasso Inc & Current CNBC contributor
  • Steven Lin - serial entrepreneur and strategic advisor to companies
  • Ryan Costello - former congressman from PA, Lobbyist, Advisor

Closing Comments

2:45 pm - 3:00 pm

Why Become Certified?

Investor Relations professionals have a high degree of responsibility and can make a significant impact within their organizations.

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