5th Annual NIRI Southeast Conference

*This event is complimentary to current NIRI members, $250 for non-members

Wednesday, March 22nd

“Ask an IR Officer” - Tailgating before Happy Hour @Sport & Social in The Battery, home to the 2021 World Champion Atlanta Braves

5:00pm - 6:00pm

Join us for a “pre-game tailgate” and hear some IR pearls of wisdom form some of the most experienced IR professionals in the area - ask them about anything!

  • Host: Bill McCarthy - Former Vice President, Finance & Investor Relations, Neenah, Inc. for 30 years
  • Jill Greer- ADT Corporation, SVP - Finance, Investor Relations and Communications
  • Tom White - Unum Corporation, Former SVP - Investor Relations for 30 years

6:00pm - 9:00pm

“Happy Hour-s” - Social and Networking Gathering

  • Join peers and friends for an in-person evening of catching up, sharing stories and meeting new friends in your profession.

Thursday, March 23rd

  • 7:30am Breakfast and Networking

  • 9:00am Opening Remarks
    • Tim Walsh - NIRI Atlanta Chapter President, Genuine Parts
  • 9:15am Navigating Investor Communications in Turbulent Times
    • With a recession looming and unpredictable markets, investor communications can be challenging. Join IRO's and representatives from both the buy and sell side as they discuss the importance of transparency while communicating your story, whether it be through earnings reports, press releases, conferences, or NDRs.

    • Chris Agnew - Senior Vice President, Investor Relations, Travel + Leisure
    • Frank Louthan - Managing Director, Raymond James & Associates
    • Ben Gordon - Founder, Blue Grotto Capital
    • Neal Goldner - VP Investor Relations, Marriott Vacations Worldwide
  • 10:00am Economic Uncertainty - Where Are We headed - Up? Down?
    • Mark Vitner - Chief Economist - Piedmont Crescent Capital
  • 10:45am Break

  • 11:00am ETF's - Your Largest Shareholders - A Buyside and Issuer View
    • Almost $1 trillion dollars exited mutual funds in 2022, while $620 billion entered ETFs. How does this impact capital markets? Does the shift to active ETF's align to traditional IR methods? How are you voting now, what is your process?”

    • Doug Yones - Head of ETF's NYSE
    • Eric Pollackov - Global Head of ETF Markets, Invesco
    • Ryan Szakacs - Global Head of ETF Markets - JP Morgan
    • Brie Williams - Head of Practice Management SPDR ETF - State Street
  • 11:45am Lunch/Break Networking with colleagues

  • 12:30pm Creating an Effective Crisis Communications Playbook
    • Do you have a clear plan of action when a crisis hits? Talk to both senior IROs and experienced consultants regarding how to effectively create a communications strategy, assemble a team of inside/outside counsel, and prep management for unexpected developments or crisis situations such as shareholder activism.

    • Elizabeth Higashi - Vice President, Sustainability, Herc Rentals
    • Kristie Waugh - SVP Investor Relations and FP&A, Raymond James
    • Stephen Pettibone - Partner, FGS Global
    • James Dominick - Managing Director, Financial Communications Practice, FTI Consulting
  • 1:15pm ESG - Making Sense of Chaos
    • Join an open-ended conversation with industry experts across the ESG spectrum to discuss the numerous topics and challenges in ESG reporting, communications and investor engagement.

    • Dan Aldridge - Managing Partner, Asbury IR & NIRI Atlanta Board Member
    • Ima Edowoni - Franklin - ESG focused Portfolio Manager
    • Harry Etra - CEO, HXE Partners
    • Bill Ide - Former GC Monsanto and Head of ESG Ackerman
    • Zach Tannenbaum - Vice President, Investor Relations, Starwood Property Group

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