THE IR ENIGMA

 

NIRI SOUTHWEST REGIONAL
CONFERENCE 2018

AUGUST 22-24 | AUSTIN | JW MARRIOTT


REGISTRATION INFO

Visit our blog to learn more about our speakers and keep up to date with the NIRI Southwest Regional Conference!

NIRI SWRC BLOG

Investor Relations continues to evolve while the environment that IR Professionals operate in advances at breathtaking speed. As a modern IR practitioner, you are often responsible for a number of different functions on top of your IR duties, including corporate communications, financial reporting, treasury, strategic planning, and more.
This conference centers around the IR Enigma and providing insight on some of the most compelling complexities of today's IR world. 

!!! TOPIC HIGHLIGHT!!!
ESG and MiFID are top of mind this year. At the NIRI Southwest Regional Conference, we are offering in-depth discussions and panel presentations on these crucial topics. 
See the below agenda for more information.

We are once again delivering Texas-sized NIRI programming and networking at the annual NIRI Southwest Regional Conference. Join us in Austin to collaborate, learn and share best practices during this valuable two-day event.

Our exciting program will include a deep dive into the current economic and market dynamics of Texas, complemented by strategies to decipher the indicators and the real influencers impacting our stock prices. We will decode the changing regulations that are currently, and are expected to, impact us every day and reveal some of the best IR practices for managing their requirements. We will crystallize many of the challenges facing the modern IR professional and decrypt priorities for focus when tackling these complex conundrums. Panel discussions highlighting best practices to address some of the most puzzling dilemmas include the 'how to' of creating value-driving investor presentations, media engagement and other pertinent topics. Finally, we will unpack the enigma of the evolving role of the modern IR professional, today and into the future.

The agenda will be updated regularly, so please check back for exciting developments!

VISIT THE OFFICIAL NIRI SOUTHWEST REGIONAL CONFERENCE BLOG HERE

 

Wednesday, August 22

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Welcome Reception

6:00pm - 7:30pm 

 

Let's meet and kick off the conference in style at the Welcome Reception.

 

Sponsorship opportunity available. 

 

Thursday, August 23

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Registration

7:00am - 8:00am

 

Sponsored by NYSE.

 
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Breakfast / Vendor Showcase

7:00 am - 8:00 am

 

Breakfast buffet. Mingle with conference attendees and visit the vendor showcase area to learn more about the latest innovations and tools that can strengthen your IR program.

 

Click here for vendor showcase participants.

 
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Introduction To The Enigma Of Some Of The Most Compelling Complexities Of IR 

8:00 am - 8:15 am

 

IR has changed over the last generation and is now a multi-disciplinary function.  Many IROs are also handling public relations, corporate and internal communications, financial reporting, strategy, etc. and doing it all with fewer people.

 

 
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Global Industry Perspectives From NIRI National

8:15 am - 9:00 am

 

Gary LaBranche, President and CEO of NIRI

Click here for speaker bio 

 

Clarify perspectives with regards to the landscape of the Investor Relations environment. Hear an overview of the current status and the way forward of NIRI's agenda. From advocacy to skills development and training, find out more about the hot topic items that are top of mind for IR Professionals across the globe. 

 
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IRO Solutions For Maximizing The Use Of Technology On Limited Budgets 

9:00 am - 9:45 am

JW Marriott, venue to be advised

 

 

Technology has played a key role in solving some of the most puzzling enigmas. This session focuses on maximizing efficiency when it comes to such a critical instrument in the IR professional's toolbox. 

 

Sponsorship opportunity available.

 

 
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Break 

9:45 am - 10:15 am

 

 

 

 
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Understanding Trading Behaviors And The Structures Of Today's Markets 

10:15 am - 11:00 am

 

Break through the noise and develop an understanding of the latest developments with regards to the structure and trading behaviors in the modern day market. Explore hot topics such as cryptocurrencies, the equities melt-up, and the impact of banking and liquidity reforms over the last decade. 

 

Sponsorship opportunity available.

 

 
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Managing Proxy Season - Effectively! 

11:00 am - 11:45 am

 

  • Ron Schneider, Donnelly 
  • Lyndon Park, Dimensional Fund Advisors 

Sponsorship opportunity available.

 
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Working Lunch - The Texas Financial Perspective  

12:00 pm - 1:00 pm

 

Glenn Hegar, Texas Comptroller 

Click here for speaker bio 

 

Mr Hegar is set to discuss Texas’ State of the State, with an overview of the state’s financial position and trends impacting the state’s overall financial health (including the $11 Billion Rainy Day Fund) as well as future state budget projections. Mr Hegar will also address State and Corporate hot topics such as the benefits of being located in Texas,  taxes, minimum wage, employee rights and paid sick leave.

 

Sponsorship opportunity available. 

 
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Unpacking The Current And Future Impact Of MiFID II  

1:00 pm - 2:00 pm

 

Lisa Traeger, Partner and Corporate Relations Officer, Atlantic Equities 

Click here for speaker bio 

 

MiFID II is set to present a new set of challenges to the IR Professional. Unlike the norm of years past, research (analyst reports, access to analyst calls and other added benefits) will no longer be bundled into broker service costs - leaving analysts and investment managers with an "additional" expense for research. This is likely to impact the lower to medium cap space significantly, thereby challenging the IR professional to find innovative ways in order to gain exposure and sell their investment story. Lisa will offer some in-depth insights into the issues, challenges and opportunities that this EU based legislation presents for the modern IR Professional. 

 

Sponsorship opportunity available.  

 
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IR And Environmental, Social and Governance (ESG) Factors 

2:00 pm - 2:45 pm

 

  • Peggy Jansen - IR at Southwest Airlines 
  • Laah Rozin, ISS
  • Dan Romito, NASDAQ

Sponsorship opportunity available.

 

 
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Break

2:45 pm - 3:15 pm

 

 
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IR Topic Tables - Deep Dives! 

3:15 pm - 4:15 pm

 

- Non-Deal Roadshows
- Short Seller Strategies and Activism 
- Investor Perception Studies 
- Social Media and Fake News
- The Future of Annual Reports 
- Staying On Message - Strategies To Maximize Management's Investor Engagement
- Corporate Access And IR Meetings/ NDRs 
- IR Marketing Best Practices - Effective Strategies  

 

Sponsored by IEX and Virtua Research.

 
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Raising Your Company's Wall Street Profile - Gaining Visibility For Small/Medium-Cap Companies In The Ever-Changing World Of Diminishing Returns

4:15 pm - 5:00 pm

 

Sponsorship opportunity available.

 

 
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Networking Reception And Vendor Showcase 

5:00 pm - 6:00 pm

 

Mingle with conference attendees, and visit the vendor showcase area to lean more about the latest tools that can strengthen your IR program.

 

Click here for vendor showcase participants.

 

 
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Dinner Reception 

 

 

Sponsored by IPREO.

 
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Late Night Cocktails

 

 

Sponsored by EQS Group.

 

Friday, August 24

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   Breakfast / Vendor Showcase

    8:00 am - 8:45 am

 

    Breakfast buffet. Mingle with conference attendees, and visit the vendor showcase area to learn about the latest innovations to   

    that can strengthen your IR Toolbox.

 

Click here for vendor showcase participants.


 
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Effective IR Presentations

9:00 am - 10:15 am

 

David Fine, Fine Communications

Click here for speaker bio 

 

Practical tips to get your message across clearly and succinctly. 

 

Sponsorship opportunity available.

 
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Break 

10:15 am - 10:45 am

 

 
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Panel Discussion - The Future Of IR

Round Tables - Today's IRO Career And The IRC

10:45 am - 11:45 am

 

Career navigation tools for the modern IR Professional

 

- Lee Ahlstrom - Former SVP and CFO at Paragon Offshore 

 

Sponsorship opportunity available. 

 
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Prize Drawings and Conference Closing 

11:45 am - 12:00 pm

 

 Sponsorship opportunity available. 

 

 

NIRI Southwest Regional Conference continues to offer outstanding value to attendees and sponsors.

Conference Attire is Business Casual.

Conference Registration Rates

Early Bird

Before Jun 30


Member: $400

Early Bird

Before Jun 30


Non-Member: $500

Standard

After Jun 30


Member: $450

Standard

After Jun 30


Non-Member: $550

All cancellations must be in writing and refunds will be less $100 administration fee. No refunds will be given for cancellations made after Noon on Friday July 21, 2018.

Please note that this cancellation policy does not apply to hotel rooms. 

Conference Registration Information

Hotel Photo

HOTEL

Superbly priced, luxurious accommodation with fantastic amenities

In a city known for having an endless list of around-the-clock entertainment possibilities, you may not want to spend a lot of time in your guest room. But when it’s finally time to recharge and refresh, you’ll find no better place than the JW Marriott, Austin, the leader among luxury hotels in Austin, and a 2016 Conde Nast Traveler Reader’s Choice Award Winner as a Top 50 Hotel in the World. Situated in the heart of the downtown area, this Austin luxury hotel is just a 15-minute drive from Austin International Airport. The hotel is located on Congress Avenue between 2nd and 3rd Streets and within walking distance of enticing restaurants and bars, the Capitol, and exciting attractions.

Click here to learn more about the JW Marriott, Austin.

Room Rates

We have negotiated a group rate of $214 plus applicable state and local taxes (currently 6% city and 9% sales tax) in effect at the time of check-out.

This rate is available for the nights of 08/21/2018, 08/22/2018 and 08/23/2018

Google Map

Location + Contact

JW Marriott Austin
110 East 2nd Street
Austin, Texas 78701
1.512.474.4777

BOOK HOTEL

Reservations be made by clicking the link above or via telephone by calling Marriott Reservations at 888-236-2427; reference our group name NIRI in order to make reservations within the block.

PLEASE NOTE:

THE ROOM BLOCK AND NEGOTIATED ROOM RATE EXPIRE 5 PM WEDNESDAY, AUGUST 1, 2018. 

For questions, please contact Kevin Beane, akronyay@gmail.com.

TRAVEL

In grand Texas-style, Austin is known for being the Live Music Capital of the World. It not only is the fastest growing of the largest 50 U.S. cities, it's the second largest state capital.

Join us as we 'keep Austin weird' and usher in a high-powered Southwest Regional Conference experience.

Getting to Austin/Transportation by Air

Austin is easy to get to by flying into Austin-Bergstrom International Airporat (ABIA). The Austin airport is approximately 15 minutes from the JW Marriott. The following major airlines fly into Austin:

  1. American Airlines
  2. Delta Airlines
  3. Frontier Airlines
  4. jetBlue Airways
  5. Southwest Airlines
  6. United Airlines

Getting to Austin/Transportation by Vonlane

Consider taking Vonlane to and from Austin, a premium bus service offered from Dallas, Fort Worth, Houston and San Antonio. The Austin terminal at Hyatt Regency Austin, is just a short distance from the JW Marriott Austin. To learn more, visit https://vonlane.com/.

TAXICABS

There are several options available. Call in advance to get an approximate cost. Some options:

  • Carpitality Transportation Services: Tel - 512-985-7933 or visit  www.carpitality.com.
  • Thomas: Tel - 512-662-2040
  • Joseph Beers, Austin Cab 12: Tel: 512-587-6654

AIRPORT SHUTTLE

Airport Super Shuttle provides transportation to and from the hotel and the Austin-Bergstrom International Airport, 24-hours a day, every day. At the airport, follow the signs from the baggage claim area to the Super Shuttle ticket counter located near baggage carousel one. You can purchase your shuttle ticket there. Advance reservations via Super Shuttle are also available. You may also schedule your return shuttle reservation at the Super Shuttle ticket counter.

  1. Super Shuttle: 1-800-BLUE VAN (258-3826)
  2. On-Line Reservations: www.supershuttle.com.
  3. 24-hour advance notice is recommended for trips from the hotel to the airport.

HOTEL PARKING

  1. Self Parking: $30 per day plus applicable tax
  2. Valet Parking: $43 per day plus applicable tax 

NIRI Chapters could not offer the educational opportunities to members and guests without the continuing support from our service providers.  

On behalf of all NIRI members in the Southwest - THANK YOU!

Sponsorship Opportunities

The Southwest Regional Conference has proven to attract IR practitioners from all areas of the region. We expect sold out attendance at this year’s conference. Several sponsorship and vendor showcase opportunities have been developed so you can maximize the return on your promotion budget while supporting the conference.

Sponsorship Inquiries, contact Liz Kline on lizk@eisenberginc.com

Our Valued Sponsors

Platinum

IPREO

Ipreo powers the networks that connect capital to ideas. We are a leading global provider of financial services technology, data and analytics, supporting all participants in the capital-raising process, including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. Our unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1700 people serving clients in every major financial hub around the world. For more information, visit www.ipreo.com.

 
EQS Group

As a listed company with around 400 employees in 11 countries throughout the world, EQS understands the requirements of being a stock-listed company. We were pioneers in recognizing the potential of digitally implementing reporting obligations and disclosure requirements for stakeholders. In the past 16 years, we have become the market leader for digital investor relations.Now we’re taking the next step forward. EQS now provides cutting edge solutions for communications and compliance obligations. We are passionate about producing Best Digital Solutions to professionally master new disclosure requirements facing companies. For more information, visit www.eqs.com

 

Gold

NYSE

Today, we’re a Fortune 500 company that connects the largest community of participants in all major markets at key phases of the investing, trading, hedging and capital raising lifecycle. Our comprehensive markets, clearing houses and data solutions mean that we uniquely deliver more mission critical markets, risk management and data for our customers’ workflow than any other exchange operator in the world.With a leading-edge approach to developing technology platforms, we have built market infrastructure in all major trading centers, offering customers the ability to manage risk and make informed decisions in the geography of their choice. By leveraging our core strengths in our markets, clearing, data and technology, we continue to identify new ways to serve our customers and transform global markets. Visit www.nyse.com.

 
Virtua Research

Virtua is a financial services technology company focused on providing platform-based analytical tools and services specifically tailored to the workflow needs of Investor Relations (IR) professionals and publicly traded issuers. Built upon years of buy-side and sell-side research experience, Virtua brings together a unique combination of investment knowledge, financial modeling expertise, and software development capability. With Virtua’s customizable research applications – from consensus estimate analytics and comparable company benchmarking to proprietary data resources and financial reporting – company professionals can more efficiently collaborate, analyze and communicate internally as well as with investors. Virtua’s strong commitment to both quality and customer service has resulted in it being a trusted partner to many of the world’s most innovative and leading companies. Visit www.virtuaresearch.com.

 
 
NASDAQ

With the right solutions in moments that matter, Donnelley Financial Solutions (NYSE: DFIN) delivers risk and compliance solutions that fuse deep industry experience, unparalleled service, and elegant technologies to provide our clients with insights that power their decisions and shape global markets. The company has 3,400 employees in 61 locations across 18 countries, serving thousands of clients globally. To learn more about our solutions, visit www.dfsco.com

NASDAQ

Designed for companies of all sizes and at every stage of the corporate lifecycle, Nasdaq Investor Relations Solutions delivers comprehensive content with innovative technology tools in an integrated IR workflow. Nasdaq IR Solutions offers a suite of IR content, analytics and advisory services to help investor relations professionals gain insight into market developments and institutional investor activities, understand investor opportunities and risks, define and prioritize outreach, and measure the impact of your IR program. To learn more, visit www.nasdaq.com.

 

NASDAQ

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS'strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

 

NASDAQ

IEX is on a mission to build fairer markets. Founded in 2012 and headquartered in New York City, IEX introduced its first trading venue in 2013 and launched as a U.S. stock exchange in 2016. IEX is the stock exchange that believes that exchanges should put the interests of companies and long-term investors front and center. Learn more at: iextrading.com/listings.

 


Silver

Sponsor Name

Market Structure Analytics is a well-defined IR discipline arming you with the data and practices for success. ModernIR invented Market Structure Analytics for IR. Our Equity Analysis product gives IR a demographic profile of all the money behind price and volume in your shares.Our game-changing, Tableau-powered Market Structure Report is a snapshot of price-setting behavior during the period, longer term trends, and comparisons to the general market. ModernIR’s six Key Metrics provide a quick and easy-to-understand dashboard for tracking fair value, price-setters and Sentiment-shifts. We make market data holistic, simple, predictive and consistent. And we have solutions for every budget. Don’t spend another day in the dark or with the same dreary “stock” answers from others. Visit www.modernir.com.

 
Q4

Founded in 2006 with the goal of improving the effectiveness of investor relations through innovative, forward-thinking website solutions, the Q4 team designed an alternative approach to IR websites that put storytelling first and emphasized intuitive corporate reporting. By building a better, more dynamic platform, companies were now able to deploy what we call “websites without compromise”. Over the years, we’ve carefully curated a suite of IR products geared to improve the lives of our clients and empower them to be leaders in IR. Q4 has been helping hundreds of global companies communicate their stories and strengthen their brand within the investment industry for over a decade. We’re proud of where we came from, and where we're going — and we will continue to push the limits and innovate the investor relations marketplace. For more information, visit www.q4inc.com.

 
 

Bronze

Q4

Okapi Partners is a full service proxy solicitation and investor response firm, headquartered in New York City.  At Okapi Partners we pride ourselves on having unrivaled insight into how investors think and behave. We design and execute thoughtful, results-oriented strategies that ensure our clients succeed in any scenario requiring an investor response including director elections, proxy contests, M&A transactions, annual meetings, governance and compensations issues and tender offers. We have advised hundreds of clients including corporations of all sizes including Fortune 500 companies, mutual funds, private equity firms and leading activist investors. Unlike others in the industry, our understanding of what resonates with investors and how they make voting decisions stems directly from our experience working for them.  Okapi Partners offers clients superior intellectual capital, extensive industry relationships and unmatched execution capabilities.

 

 

 

 

Service Providers

JW Marriott Austin

The city of Austin has a unique way of doing just about everything. All the time. From the nearly 200 live music venues – making it the “Live Music Capital of the World®” – to the trendy “street eats” springing up all over town. If you’re looking for an authentic meeting experience, Austin is it. And if you’re looking for an upscale, unique meeting venue, look no further than the JW Marriott Austin. This new choice in downtown Austin luxury hotels brings meetings and events to a whole new level. Simply put, it is an unparalleled meeting destination. That’s Austin. Visit www.jwmarriottaustin.com.

 
Briley Design Group

Over the last three decades, Briley Design Group has built a solid reputation in the Dallas/Fort Worth metroplex and beyond for exceptional graphic design. We’re equally committed to exemplary client service. Our staff is known for being responsive, proactive and prompt. We keep a sharp eye on schedules and follow up to ensure that project milestones are met. Our clients rely on us for keen insights and creative solutions that solve communications challenges and sync with their brand. We believe that working as a team—with our clients, vendors and staff—enables us to do what we say and deliver what we promise, all the while keeping the process as simple as possible for the client. Visit www.brileydesigngroup.com.

 

 


Activity Photo

Texas State Capitol

The Texas State Capitol in Austin is hailed as one of the most remarkable capitol buildings in the nation. Not only is it known for its rich history, but it is also noted for its architecture. The State Capitol and surrounding area is a common tourist destination for those visiting the Austin area. The State Capitol is literally minutes away from the JW Marriott, giving you more time to enjoy all that the Texas State Capitol has to offer.

Activity Photo

Lady Bird Lake

Lady Bird Lake’s 416 acres are perfect for soaking up the sun while leisurely paddling around in a kayak or canoe. Although swimming isn’t permitted in the lake, Deep Eddy Pool, the oldest swimming pool in Texas, is nearby, as is Barton Springs Pool, a natural pool situated near Barton Creek. Don't miss the 10 mile hike and bike trail bordering the lake which serves as a social hub for runners, walkers and cyclists.

Activity Photo

Zilker Park

The hotel's distinct central location provides easy access to iconic things to do in Austin, such as exploring Zilker Park. Recreation options there include:

  • Barton Springs: Located in Zilker Park near Barton Springs Road, Barton Springs is one of the best places to spend a hot summer day in Austin. At nearly 900 feet long and just over three acres, it’s one of Austin’s most popular landmarks and easily the city’s most famous spring-fed swimming hole. The water temperature averages a chilly 70-degrees year round, and there are varying depths, stairs, ladders, and diving boards.
  • Zilker Botanical Garden: The Zilker Botanical Garden is in the heart of Austin. The garden is filled with natural grottoes, aquatic features, and trees, all integrated into a spectacularly beautiful and tranquil design.
  • Austin Nature and Science Center: On the western side of Zilker Park is the Austin Nature and Science Center. Hands-on exhibits for children, teachers, and visitors of all ages increase appreciation and awareness of the natural environment on topics ranging from paleontology to astronomy, biology, and more.
  • Zilker Hillside Theatre: Zilker Hillside Theater has hosted entertaining concerts, shows, and events for over half a century. Some of the annual events include Shakespeare in the Park, the South Asian New Year, and Zilker Theatre Production’s Summer Musical.
Activity Photo

Historic Sixth Street

Sixth Street is a historic street and entertainment district located within the city's urban core in downtown Austin. The nine-block area of East Sixth Street roughly between Lavaca Street to the west and Interstate 35 to the east is recognized as the Sixth Street Historic District and was listed in the National Register of Historic Places on December 30, 1975. Developed as one of Austin's trade and commercial districts in the late 1800s, the predominant building style is two- or three-story masonry Victorian commercial architecture. Most structures in the area had already been built by the 1880s, though a few notable exceptions include the Driskill Hotel (1886), the Scarbrough Building (1910), and the Littlefield Building. The area around nearby 4th Street and 6th Street has been a major entertainment district since the 1970s. Many bars, clubs, music venues, and shopping destinations are located on East 6th Street between Congress Avenue and Interstate 35, and many offer live music at one time or another during the week.

 

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Event Contacts 

Glen Orr
Conference Chair
469-441-3203
glenlorr@gmail.com

Hala Elsherbini
DFW Chapter Lead
972-458-8000
hala@halliburtonir.com

Rick Black
Program Lead
713-529-6600
rblack@dennardlascar.com

Liz Kline
Sponsorship Lead
214-528-5990
lizk@eisenberginc.com

Nicole Vanderstorm
Marketing Lead
401-526-1304
nvanderstorm@gmail.com

NIRI Chapters

NIRI DFW
www.niridfw.org

NIRI HOUSTON
www.niri-houston.org

 

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