Chandler Arney is an Enterprise Account Executive at AlphaSense. He has been with AlphaSense for 4.5 years and leads their Technology, Media and Telecommunications Investor Relations and Corporate finance partnerships. Prior to AlphaSense, Chandler spent the earlier part of his career on the sell side at Natixis Corporate & Investment Banking, supporting their Leveraged Financed practice.
Chris Blake is Executive Director, Issuer Solutions Product at S&P Global. In this role, he develops and delivers innovative solutions for global corporate issuers leveraging generative AI, machine learning, and natural language processing. Chris has more than 13 years of experience providing insights and strategic guidance to investor relations teams through digital solutions, shareholder surveillance, and investor targeting. Previously, as Head of Innovation for the Issuer Solutions Advisory business, he oversaw the digital transformation of services provided to more than 1,200 corporate clients globally. Chris frequently participates in industry panels, seminars, and workshops focused on the application of AI in investor relations, offering insights into both issuer and buyside perspectives. In his current role, he has led the delivery of several AI-driven products for corporate investor relations teams, including Script Insight, a natural language processing solution for secure earnings call analysis, and Capital Access Intelligence, a generative AI platform designed to streamline investor relations workflows.
Kristin Boyd, CFA, serves as the Vice President and Chief Financial Officer at Cholla, Inc., a privately held energy company with diversified operations in oil and gas, bitcoin mining, and data center land development. Prior to this role, she was Vice President and Treasurer at Hunt Consolidated Inc., and Vice President and Treasurer at InfraREIT, Inc., a publicly traded Real Estate Investment Trust (REIT) with regulated transmission and distribution assets in ERCOT.
Throughout her career, Kristin has orchestrated complex financial transactions across the energy sector, securing cumulative funding exceeding $1 billion. Her expertise spans both private and public debt markets, encompassing U.S. private placements, 144A bonds, structured bank financing, project financing, asset-based loans, and non-investment grade municipal bonds.
Kristin earned her Bachelor of Business Administration in Finance from Baylor University and holds the Chartered Financial Analyst (CFA) designation.
Chanda was named Cinemark’s Senior Vice President Investor & Public Relations, Corporate Communications in 2021 after serving more than 10 years with the company in various roles of increasing responsibility. During her tenure, she successfully brought the investor relations function in-house, played a key role in debt and M&A transactions, and assisted in capital allocation priorities. Chanda also enhanced employee communication and engagement, increased the company’s exposure through national and local media outreach, and strengthened employee engagement, as well as vendor and charity relations, with her oversight of corporate events. Before joining Cinemark, Chanda held senior accounting positions at Blockbuster following her early career with Deloitte.
Chanda serves as a board member for Variety – The Children’s Charity of Texas, providing strategic value and helping further the organization’s mission to provide resources and empowering experiences to children with special needs. She holds both a bachelor’s and master’s degree in accounting from Texas Tech University and is a Certified Public Accountant (CPA).
Blevin Brown is the co-founder at Veridian Strategic Partners, an IR advisory firm that specializes in incorporating direct investor feedback into the IR function. Blevin advises management teams on a full range of investor relations matters, providing executives with a clear, up-to-date understanding of how investors view their business as the company navigates challenges that span from investor targeting to activism prevention.
Prior to founding Veridian, Blevin was an investor relations consultant where his practice included developing strategies and investor communication programs for various corporate actions such as strategic realignments, transactions, and activism defense. Prior to beginning his career as an investor relations consultant, he held roles in Corporate Development at Uniti Group (Nasdaq: UNIT) and in Equity Research at Stephens Inc. Blevin holds a BBA from the University of Arkansas.
Brian Brungardt is Director of Investor Relations for Sunoco, LP, an American master limited partnership headquartered in Dallas, Texas. Brian is responsible for all aspects of communicating with the financial community, including managing the earnings process, engaging with current and potential investors, corporate message development, and ESG initiatives. Brian has over 15 years of finance experience with roles in sell-side equity research and portfolio management.
Brian received a B.S. in Finance from Saint Louis University. He is also a Charter Financial Analyst (CFA) charterholder. Brian has been a member of the National Investor Relations Institute (NIRI) since 2021 and was recently recognized as part of the NIRI 2023 Class of Rising Leaders Under 40. Brian, along with the Investor Relations team, has been ranked as one of the best Investor Relations Offers and best IR departments for the Midcap Natural gas and MLP category by Institutional Investor magazine.
Nicole brings nearly 17 years of extensive experience collaborating with public and private companies across the United States. Previously, she served as senior managing director, listings at Nasdaq. In that capacity, Nicole played a pivotal role in driving the growth and development of Nasdaq’s listings and services, forging strategic partnerships throughout every stage of the capital markets lifecycle. Nicole is a graduate of Southern Methodist University.
Ryan Coleman, CFA joined Alpha in 2016 and has quickly risen within the Alpha ranks. Ryan’s role includes investor research, market intelligence, and managing client deliverables. Prior to joining the Alpha team, he worked in private wealth management at Bank of America Merrill Lynch. While at Merrill Lynch, Ryan was responsible for sourcing and managing client relationships, constructing holistic financial plans for high-net-worth families and individuals, leveraging the commercial and consumer banking platforms as well as the optimization of Merrill Lynch’s proprietary investment research portal. He received his Bachelor’s Degree in Business Administration with concentrations in Finance and Economics from Augustana College. Ryan is a CFA Charterholder and an active member of the Dallas-Fort Worth CFA Society.
Karen David-Green is an Independent Director for DNOW Inc. (NYSE: DNOW), Centerra Gold (NYSE: CGAU), and Phoenix Energy Services (TSX: PHX). She also serves on the board of Paragon ISG, a private equity-backed company, and is a board member of the non-profit organization Small Steps Nurturing Center. Ms. David-Green has over 30 years of experience in senior leadership positions on Wall Street and as a C-Suite executive for multinational companies. She previously held key positions in the Executive Leadership Team at Expro Group N.V. and Weatherford International plc where she served as Sr. Vice President, Chief Marketing, Stakeholder, Investor Relations, Communications and Sustainability Officer. Notably, she previously led the energy service equity research franchise at Oppenheimer & Co. Inc., Crédit Agricole and Royal Bank of Canada. Ms. David-Green is Directorship Certified by the National Association of Corporate Directors (NACD) and NACD Certified in Cybersecurity Oversight.
Heather Davis is the Vice President of Investor Relations for EVgo, an electric vehicle charging company, deploying fast charging stations across the U.S. Prior to EVgo, she had led IR, FP&A and ESG for several companies in the consumer and technology spaces. She has an MBA and BS in finance from the Carlson School of Management – University of Minnesota. Heather also holds the IRC through NIRI and currently serves on the NIRI Senior Roundtable Steering Committee.
Erin Drabek is Vice President of Investor Relations at Arcosa, Inc., a provider of infrastructure-related products and solutions. Since joining Arcosa at its spin-off from Trinity Industries in 2018, Erin has played a key role in shaping the company’s investor relations strategy, building strong relationships with the investment community, and enhancing Arcosa’s market presence.
In her current role, Erin leads the development and execution of Arcosa’s investor messaging, helping articulate the company’s financial performance, strategic vision, and growth initiatives to shareholders, analysts, and other key stakeholders. She brings a unique blend of technical accounting knowledge and capital markets experience. Erin is passionate about cross-functional collaboration between finance, accounting, and IR teams to support value creation and build long-term investor trust.
Before joining Arcosa, Erin held positions at Trinity Industries and spent seven years at KPMG LLP, where she provided audit services to large public companies. She holds both an MSA and a BBA in Accounting from Southern Methodist University and is a Certified Public Accountant.
Serena Ehrlich is the Go-To-Market Director for Notified and GlobeNewswire, where she leads GTM strategy for PR and newswire services. With a career that spans PR agencies, startups, and both Business Wire and GlobeNewswire, Serena brings a 360-degree view of news creation, distribution, and audience engagement. She began her career at the agency for Dow Jones and Telerate and later helped shape digital-era PR practices at Business Wire and now AI visibility at Notified. A former PRSA National board member, NIRI DFW chapter president, and Social Media Club founding member, Serena is recognized as one of the world’s top PR tech leaders by Propel. Laser focused on amplification and results, Serena’s expertise spans news visibility, earned media strategy, regulatory compliance, and global distribution.
Brendan is a leading expert in the field of investor targeting. Over his 30-year career, thousands of executives have relied upon his work to inform and improve their investor engagement efforts. In 2006, Brendan created BuysideIQ, an investor targeting platform that scores and ranks the alignment between a company’s fundamental attributes and the investment tendencies of institutions and funds. In 2010, Brendan sold BuysideIQ to Ipreo (S&P Global), where he served as Director of Online Targeting for the following 13 years. In 2024, Brendan launched Fitzcores, a next generation investor targeting platform that emphasizes accuracy, transparency, and ease-of-use.
Brendan received an MBA and a Masters in Public Policy, both from the University of Michigan.
Tim Foote is BlackBerry’s Chief Financial Officer and is responsible for internal and external financial reporting and compliance, financial strategy and management, investor relations and treasury.
Tim joined the Company following BlackBerry’s acquisition of Good Technology in 2015 and brings over two decades of experience across a number of senior finance leadership positions in both public and private multinational companies. While at BlackBerry, his roles have included managing the Company’s international finance operations, Vice President of Investor Relations and, most recently, CFO for the
Cybersecurity division.
Tim holds an MBA from Imperial College Business School, London and is a Chartered Accountant.
Kelsey is the Practice Manager of Corporate Affairs and Investor Relations at High Country Search Group where she was tapped to build the function and team from scratch. She spent the earlier part of her career with Korn Ferry’s Corporate Affairs Practice, leading execution for most of the firm’s IR search engagements. Throughout her career, she has partnered with global clients for executive roles for all company types, varying in stage, size, and industry. Kelsey holds an MBA from The University of Texas at PB and bachelor’s degrees in marketing and political science from the State University of New York. She serves on the NIRI Rocky Mountain Board, as the VP of Education for the Rocky Mountain Association of Recruiters, and as the founder of Colorado Communicators. In her free time, she enjoys skiing, hiking, golfing, and playing with her Bernedoodle, Walter.
Blake Holcomb joined Primoris in September 2022 as vice president, Investor Relations. In this role, he serves as the company’s information liaison to the investment community, including establishing and expanding the company’s relationships with buy-side and sell-side investment and industry analysts. He brings 14 years of experience across areas of corporate finance and investor relations, most recently at Dril-Quip, Inc., where he served as Director of Investor Relations and Corporate Planning. Previously, Mr. Holcomb served as Communications and Investor Relations Director at Frank’s International and later promoted to divisional Chief Financial Officer of the company’s cementing division. He also has held investor relations, finance and management roles at Rosetta Resources, Energy Future Holdings, Morgan Stanley and the U.S. Department of Commerce. Mr. Holcomb has an MBA and BA from the University of Texas at Austin.
Jeff joined the Texas Stock Exchange after spending the last 9 years leading the Listings business for The New York Stock Exchange in the Southeast US. Prior to his Exchange background, he spent nearly 30 years in the Institutional Equity business in a variety of business development, research management and product development roles at RBC Capital Markets, Deutsche Bank and Paine Webber. Jeff began his career in sales management at Procter & Gamble after graduating with a BBA Finance from the University of Cincinnati. Jeff has his CETF® certification and has been active in the Atlanta regional business community as a Board Member of FinTech Atlanta, NIRI Atlanta Chapter and a member of the Metro Atlanta Chamber’s Innovation and Entrepreneurship Committee.
Frank Kelley is a Director and Head of ESG Advisory at Donnelley Financial Solutions (DFIN). He is responsible for providing thought leadership on corporate governance, executive compensation, proxy disclosure & design, shareholder activism, and sustainability. Frank specializes in taking a data-driven approach to ESG, utilizing analytics and framework-modeling to enhance reporting. He has deep expertise as the lead sustainability strategist, consulting and briefing boards and NEOs, creating messaging, and advising clients on dialogue with investors and proxy advisors.
Frank was formerly a Senior Analyst at the largest proxy advisor, Institutional Shareholder Services (ISS), where he reviewed corporate transactions, director independence, equity plans, ESG, say-on-pay, and shareholder proposals. Preceding ISS, Frank worked at MacKenzie Partners, a leading proxy solicitor specializing in M&A, where he counseled boards and executives on proxy contests. During this time, Frank was responsible for helping to implement campaigns and strategies for some of the largest proxy fights of the 2010s. Before MacKenzie Partners, Frank served as a Compensation Consultant for Willis Towers Watson (WTW), covering the electric utility and energy sectors.
Prior to entering the corporate governance & sustainability world, Frank was a sell-side analyst in equity research. He resides in Tampa, Florida.
Heather Kos, CPA, IRC is the Senior Vice President of Investor Relations at Builders FirstSource (NYSE: BLDR), the largest U.S. supplier of building products, prefabricated components, and value-added services to the professional market segment for new residential construction and repair and remodeling. Before joining BLDR, she served as the investor relations and communications officer at Univar Solutions (NYSE: UNVR), Ingredion (NYSE: INGR), and Navistar (NYSE: NAV). Heather also has extensive experience in finance, strategy and operations, having held positions such as director of finance, director of strategy, plant controller, and various finance roles at Navistar.
An experienced investor relations professional, Heather has developed and implemented comprehensive IR programs for four Fortune 500 companies. She has effectively managed high-impact situations including earnings surprises, product recalls, and leadership changes and has skillfully handled the communications of Navistar’s delisting by the NYSE and activist campaigns. Heather has been nominated for several IR Magazine awards and has been recognized numerous times in the Institutional Investor “All-America Executive Team” as well as “Best Investor Day.”
Heather earned a B.A. degree in accounting from Michigan State University and a M.B.A. from DePaul University in Chicago. She is a Certified Public Accountant and holds an Investor Relations Charter (IRC).
Heather is an active member of the National Investor Relations Institute’s Senior Roundtable. She is also a board member of NIRI National and Chicago NIRI.
Jason Landkamer is the vice president and head of investor relations for Fluor Corporation (NYSE: FLR). In this role he is responsible for communicating with the financial community, targeting potential investors, corporate message development and sell-side analyst relations. Jason has over 20 years of experience in finance related roles, including 19 years in investor relations.
Since joining Fluor in 2006, Jason has helped the company increase the level of communication and interaction with the investment community through multiple perception study and outreach initiatives, both domestic and international. Additionally, he serves on Fluor’s sustainability committee and designs and produces the company’s annual report.
Jason, along with the Investor Relations team, has consistently been ranked as one of the best Investor Relations Officers and best IR departments for the Engineering & Construction sector by Institutional Investor magazine since 2008.
Prior to joining Fluor, Jason was with AmeriCredit Corp. for seven years in various investor relations roles, including three years as AVP of investor relations.
Jason graduated from Oklahoma State University with a B.S. in Finance. He has been an active member of the National Investor Relations Institute (NIRI) since 2000. In December 2016 Jason was elected to the NIRI Board of Directors for a four-year term where he is currently focused on advocacy issues with the SEC.
Leigh Anne Mann is the Vice President of Investor Relations for Trinity Industries (NYSE: TRN), a railcar leasing, manufacturing, and services company. At Trinity, she is responsible for all Investor Relations-related tasks and also serves as member of the Disclosure Committee, ESG Governance Committee, and the Parent Resource Network ERG. Prior to Trinity, Leigh Anne was on the Investor Relations team at Fluor Corporation (NYSE: FLR). Leigh Anne has 20+ years of finance experience, including sell-side experience, bankruptcy / restructuring consulting experience, and roles in financial planning and analysis. This vast experience gives her a broad base of financial experience to leverage in her current role as IRO.
Leigh Anne received a Bachelor of Arts in Mathematics from Vanderbilt University and also received an MBA from the University of Texas at Austin in Corporate Finance.
Carla Mashinski has served on the Board of Directors of Primoris Services Corporation since March 2019. Since July 2015, Ms. Mashinski served as Chief Financial Officer of Cameron LNG, a natural gas liquefaction terminal near the Gulf of Mexico; effective February 2017, her title was expanded to Chief Financial and Administrative Officer until her retirement in May 2022. From 2014 to July 2015, she served as Chief Financial Officer and Vice President of Finance and Information Management for the North America Operation of SASOL, an international integrated energy company. From 2008 to 2014, Ms. Mashinski was employed by SBM Offshore, Inc., a provider of leased floating production systems for the offshore energy industry, serving as Vice President of Finance and Administration, U.S. Chief Financial Officer from 2008 to February 2014, and as Commercial and Contracts Manager from February to August 2014. She served as Vice President and Chief Accounting Officer and Controller of Gulfmark Offshore from 2004 to 2008. Prior to that, Ms. Mashinski held various finance and accounting positions for Duke Energy (1999-2004) and Shell Oil Company (1985-1998) or its affiliated companies. Ms. Mashinski is a certified public accountant and a certified project management professional with a B.S. degree in accounting from the University of Tennessee, Knoxville and an Executive M.B.A. from the University of Texas, Dallas. She also holds a CERT Certification in Cybersecurity Oversight issued by the Software Engineering Institute of Carnegie Mellon University.
Recognized as NACD Directorship Certified by the National Association of Corporate Directors, Ms. Mashinski also serves on the Board of BKV Corporation (NYSE:BKV), a natural gas exploration and production company that seeks to deliver reliable, sustainable energy as the Audit and Risk Committee Chair and Compensation Committee member. On January 1, 2024, Carla was appointed to the Board of Ranger Energy Services (NYSE:RNGR), a provider of high specification mobile rig well services, cased hole wireline services and ancillary services in the U.S. oil and gas industry, where she serves as the Audit Committee chair and Nominating & Governance Committee member. She previously served on the Boards of Unit Corporation (NYSE:UNT), a U.S. based energy company engaged in oil and gas exploration and production, contract drilling, and gas gathering and processing and CARBO Ceramics a global technology company that provides products and services to the oil & gas and industrial markets.
Scott has over 25 years of experience supporting public and private real estate companies in the areas of finance, accounting, and consulting. He currently serves as Senior Vice President at Invitation Homes Inc. (NYSE: INVH, an S&P 500 company), where he oversees the company’s investor relations, sustainability, and tax teams. Before joining Invitation Homes, he worked at various accounting & consulting firms and publicly-traded REITs.
Sandi brings over 20 years of Investor Relations and Finance experience helping clients identify solutions to enhance their IR practices. Sandi’s previous experience as an IRO at a Fortune 500 company has given her the insight to the challenges that companies face with communicating to investors and creating best-in-class IR programs.
Sandi works closely with IR professionals, CEOs and CFOs, helping them identify new opportunities to differentiate their investment stories to positively impact valuation, attract new investors and increase investments from current shareholders. Sandi has advised a cross-section of both US and global companies from some of the world’s largest and most respected organizations, as well as mid- and small-cap companies.
Prior to her current role, Sandi was responsible for the creation and execution of Rivel’s StoryLign division, which helps companies develop best-in-class investor communications. StoryLign works with companies worldwide of all sizes and industries to drive value by crafting a compelling investor story. Sandi developed a unique and thorough process that uncovers and addresses investor knowledge gaps. Using the art of storytelling, the team produces customized presentations that are strategic and actionable.
Prior to joining Rivel, Sandi was the Senior Vice President of Investor Relations at Regions Financial (Fortune 500) for almost nine years, where she helped build a best-in-class IR program, managed investor days and created extensive external and internal financial messaging platforms. Prior to her investor relations career, Sandi managed the strategic planning, budgeting and forecasting program and has a deep understanding of internal financial communications. Sandi began her career in the retail industry working for two publicly traded companies in various finance positions.
She earned a BS in Accounting and an MBA in Marketing and Finance from Auburn University.
Kurt Moeller is a Managing Director in the M&A, Activism & Governance practice within the Strategic Communications segment. Mr. Moeller has extensive expertise in shareholder activism situations, corporate governance, and equity research. He helps issuers secure and maintain shareholder support for various types of investor proposals. Mr. Moeller has spoken at several industry events, including the Bloomberg Activism Forum, the Activist Investor Conference, and the National Association of Corporate Directors Annual Summit. Immediately prior to joining FTI Consulting, Mr. Moeller worked for three years on the Institutional Shareholder Services (“ISS”) Special Situations Research team. There, he analyzed and provided voting recommendations to shareholders on proxy contests and contested M&A. He frequently engaged with company directors, executive officers, activist shareholders, and institutional investors.
Previously, Mr. Moeller served as a buy-side equity analyst for many years, at firms such as Allianz Global Investors and Calvert Investments — one of the pioneers in socially responsible investing. He often met with top executives and investor relations officers while performing in-depth fundamental research. Earlier, he was a daily newspaper reporter, covering business for the Wyoming Tribune-Eagle. Mr. Moeller earned a B.A. in economics and history from Rice University. He earned an M.B.A. in finance from Indiana University’s Kelley School of Business and is a Chartered Financial Analyst (“CFA”) Charterholder.
Dror Nadler is Vice President of Product Management & Design at Q4, leading the company’s product portfolio strategy and execution. Before Q4, Mr. Nadler served as a VP of Product at SS&C Intralinks, where he led Intralinks’ Alternative Investments, Platform, and Analytics offerings. Earlier in his career, Dror held a few GTM leadership roles, including head of business development at Cellrox, VP of Global Sales Engineering at Rapid7, and Senior Director of Emerging Products at EMC.
Ryan Nagy is Regional Lead of Listings for NYSE Texas and the New York Stock Exchange, based in Houston, Texas. Prior to joining NYSE, Ryan served as a Strategic Account Director at AlphaSense, where he forged commercial partnerships with both public and private companies. Before that, Ryan was at Ipreo (S&P Global) where he built and led a market data team that assisted Investor Relations, Corporate Development, Corporate Strategy and Treasury teams with their market data models. Ryan began his career at Nasdaq as a stock surveillance analyst.
Ryan holds a degree in International Finance & Marketing from the University of Miami in Coral Gables, Florida.
Glen is president of Orr Strategic Communications, a firm built on the belief that enterprise value and communications are inextricably linked. He sees IR and communications as a business tool that when well executed can grow the value of an organization and when executed poorly can erode millions of dollars in value. Glen has more than 20 years’ experience in investor relations, corporate communications and crisis management, and he uses that experience to protect and fortify the reputations of client companies and help them achieve their corporate objectives. He has extensive experience coaching senior executives and working hand-in-hand with heads of corporate communications and investor relations during times of significant corporate change including: mergers and acquisitions, asset sales, physical and financial crises, shareholder incongruity, and executive succession.
Glen began his career in IR in San Antonio working for a natural gas utility and recently has counseled clients on implementing IR strategies and tactics to align shareholders with corporate strategies; and developed and implemented sophisticated employee and corporate communications campaigns to maximize the value of hostile and friendly M&A transactions, mitigate the impact of activist shareholder attacks and manage communications surrounding financial and physical crises. Glen also assists companies in nurturing and managing their relationships with media and navigating engagement with them during important corporate announcements.
Glen is a native of South Texas and has been a NIRI member for about 20 years, most recently serving as Executive Vice President. Prior to that he served as Vice President, Membership; Vice President, Programs; and has been a contributor on several committees. He received a Bachelor of Business Administration in Finance degree from Texas A&M.
Shannon Otwell currently serves as Senior Vice President and Managing Director for the Central Region at Toppan Merrill, a global leader and trusted partner to the corporate legal, financial reporting, investor relations and law firm sectors. He is committed to simplifying the complexity of regulatory disclosure and communications.
Since 2000, Shannon has directly collaborated with numerous public and private companies, providing technology and consulting services aimed at maximizing efficiency and streamlining processes related to SEC disclosures, filings, and proxy/annual meeting requirements. Shannon and his team of solutions experts play a key role in the process of creating compliant communications supporting capital markets transactions, regulatory disclosure filings, shareholder communications, proxy advisory/design services and sustainability reporting.
Dave Pahl is vice president and head of Investor Relations, where he oversees communications with TI’s investor community. Previously, he had served as a director in the department.
Pahl started his career at TI more than 30 years ago as an applications engineer. He then worked in sales and sales management in Silicon Valley for eight years. He returned to Dallas as a marketing manager and then moved to Houston as a program manager. There he managed the development of more than a dozen new products, with teams based in Houston, Dallas, Tokyo and Bangalore. Later, he served as business manager of several product lines in what is now TI’s Embedded Processing segment.
Pahl holds a Bachelor of Science degree in electrical engineering from Michigan State University and a master’s degree in business administration from the University of Texas at Austin.
In addition to his role at TI, Pahl serves on the board of governors of the Dallas Symphony Association and previously was co-chair of the Michigan State University College of Engineering Alumni Association Board.
Fred is a seasoned relationship management professional with over 25 years of experience in the financial services industry. As a manager in relationship management for Computershare’s transfer agent solution offering, Fred is dedicated to ensuring client satisfaction and upholding Computershare’s commitment to delivering best-in-class service. His focus is on fostering productive partnerships that drive long-term success for Computershare’s clients.
Since joining Computershare in 2004, Fred has played a pivotal role in strengthening client relationships and enhancing service delivery. He holds a bachelor’s degree in marketing from Purdue University.
Computer Science Graduate from the University of Texas at Dallas in 2001, where I not only earned my degree but also cultivated a deep-seated passion for coding and technology. Post-graduation, my career trajectory took a significant leap as I joined 10Kwizard, initially as a Software Engineer. My role there involved designing and implementing innovative solutions that streamlined data processing for financial documents, significantly enhancing the efficiency and accuracy of financial reporting. Over time, my contributions helped 10Kwizard grow and merge with Morningstar, a globally recognized leader in investment research. At Morningstar, I continued to refine my skills in software development, focusing on scalability and user experience in financial software solutions.
Currently, I am the CEO and Co-Founder of Kaleidoscope, a venture where I lead a dynamic team of innovators to explore and expand the limits of technology. At Kaleidoscope, we focus on developing cutting-edge software that integrates AI and machine learning to solve complex business challenges across various industries. My leadership philosophy is centered around fostering an environment where creativity and technical excellence are paramount.
Outside of the tech world, I am deeply committed to a balanced lifestyle. Fitness and health are major aspects of my life; I am an avid enthusiast of various forms of exercise, from running to weight training, which not only keeps me physically fit but also mentally sharp. This dedication to health complements my professional life, providing the energy and clarity needed to navigate the fast-paced tech industry.
Tim Quast is an Investor-Relations veteran and founder and President of Modern IR. Launched in 2005, ModernIR is a financial technology company that provides algorithmic analytics, expertise and services to help public companies drive shareholder value in quantitative markets. In its twenty years of operation, ModernIR has served hundreds of US-listed issuers, pioneering behavioral data-analytics for market intelligence. Tim is also founder and CEO of quantitative trading decision-support platform Market Structure EDGE, launched in 2020. EDGE partners with automated trading platform Interactive Brokers for content.
A NIRI member since 1995, Tim is a frequent speaker and commentator on modern equity trading. His quotes on trading have appeared in leading media including the Wall Street Journal, Bloomberg, Financial Times of London, Reuters, Dow Jones, the Denver Post and the New York Times. His editorials on market structure have run in trading publications including Traders Magazine, Dow Jones MarketWatch, CNBC Online and TABB Forum. Tim also appears periodically on CNBC’s Squawk on the Street and The Exchange with Brian Sullivan and Kelly Evans.
Tim was also the investor-relations officer for Nasdaq-listed SureWest Communications, and rose to President and Chief Operating Officer of global retail investor-relations services company Informed Investors, Inc., which was acquired in 2001.
Tim earned a BA at Ambassador University in 1991.
Jeremy Robinson is the Chief Executive Officer of Cardboard Spaceship, a full-service production agency that specializes in creating high-quality content for brands and agencies. Jeremy leads the overall strategic direction of the company and brings over 15 years of investor relations experience, having served most recently as Senior Vice President of Investor Relations and Corporate Communications for multiple public companies.
Jeremy’s recognition of the need for high-quality creative IR work within the industry, coupled with a lack of creatives who truly understood its intricacies, inspired him to start Cardboard Spaceship.
Under Jeremy’s leadership, the company has partnered with global agencies such as Edelman, JP Morgan, ICR, Prosek Partners, and Goldman Sachs to deliver high-impact content for Investor Days, pre-IPO roadshows, and other general corporate communications needs. Their work can be seen on the global stage with renowned brands such as Stripe, Del Monte, IBM, Canon, Lowes, Planet Fitness, Dave & Busters, Brinks, Snapchat, Lundbeck and many more.
Mac Schmitz is Senior Vice President – Investor Relations for Matador Resources Company (NYSE: MTDR), an independent oil and natural gas exploration company headquartered in Dallas, Texas. Mac helped Matador go public in 2012 and has seen the company grow its market cap from less than $500 million in 2012 to over $8 billion during 2024.
His background is in investment banking, working previously for KeyBanc Capital Markets and MarshBerry Capital, LLC. He earned a BBA in Finance, with a focus on Investments, from Ohio University and holds the Investor Relations Charter (IRC) credential. He is a loyal Cleveland and THE Ohio State sports fan and enjoys spending free time with his family and friends.
Carrie Slagle is Regional Head of Listings for the Southwest region and for NYSE Texas at the New York Stock Exchange. In this role, she is responsible for developing and strengthening relationships with public companies in the region, most of whom are based in Texas.
Carrie is also a commodity trading operations and technology veteran. Prior to joining NYSE in 2016, Carrie led the Energy Trade Compliance and Risk Reporting practice area at the management consultancy, Sirius Solutions, LLLP and served as Director of the ICE Trade Vault and ICE eConfirm businesses at Intercontinental Exchange (ICE), overseeing the sales, technology integration and customer support functions for energy trading clients in North America, Europe, and Asia. Prior to joining ICE, Carrie worked in a variety of energy trading operations and technology roles at Enron, both in Houston and London.
Carrie is a graduate of Texas A&M University and resides in Houston with her family.
Suzanne Spera is a senior leader in investor relations and corporate strategy, with over 15 years of experience guiding NYSE-listed energy and technology companies through market cycles, transformational M&A, and major capital programs. She has held leadership roles at Talos Energy, Oceaneering International, Rowan Companies, and Synthesis Energy Systems, building investor confidence, shaping strategic messaging, and aligning corporate narratives with market expectations. Ms. Spera holds an MBA from Texas A&M University and advanced certifications in financial modeling, valuation, and mergers and acquisitions. She is an active member of the National Investor Relations Institute (NIRI), including the NIRI Senior Round Table and Virtual Chapter, as well as the International Association of Business Communicators (IABC). She is recognized for her collaborative leadership, strategic messaging, and commitment to purpose-driven growth.
Tim has a depth of experience in investor relations, strategic advisory, management consulting and finance. He has spent most of his career focused on investor engagement. Tim joined Nasdaq’s IR department in 2006 and has held a few of roles within the organization. Tim advises senior management and IR teams on buy-side engagement, investor targeting, roadshow planning, capital deployment strategy and buy-side relationship building. Today he is focused on AI & data analytics to drive better outcomes.
Josh Wannarka joined Efficient Markets in June 2024, taking on a joint role as Chief Financial Officer and Chief Operating Officer. He has over 18 years of corporate finance experience in the energy industry. Josh began his career as an energy investment banking analyst with JP Morgan and RBC Capital Markets before working across the upstream and midstream industries with publicly traded, private equity-backed companies. Throughout his career, he has provided strategic oversight and leadership in corporate finance functions ranging from financial planning & analysis, capital market activity, strategic planning, investor relations, sustainability, and corporate communications.
Most recently, Josh was the Senior Vice President of Finance for Crestwood Midstream Partners, where he was actively involved in multiple financing transactions that included senior note offerings, common and preferred equity issuances, revolver credit facility management, and multiple M&A and divestitures. While at Crestwood, he was voted #1 Investor Relations Professional, Investor Relations Team, and Investor Relations Program by Institutional Investor Magazine’s All-America Executive rankings for three consecutive years. Josh is an active member of NIRI’s Senior Roundtable and formerly served on the Houston Chapter’s Board of Directors. He holds an Investor Relations Certification and was included in NIRI’s inaugural 40 under 40 class. He earned an undergraduate degree in economics and business administration from Fordham University and an MBA from the Fuqua School of Business at Duke University.
Kevin Weber has served as Vice President, Finance and Treasurer since July 2021. Prior to Kevin’s current role, he served as Arcosa’s Vice President, Finance for the Engineered Structures segment from 2020 to 2021 and Assistant Treasurer from 2018 to 2020. Kevin has more than 15 years of corporate finance, treasury and financial planning experience at Arcosa and Trinity
David West is Vice President of Sales at Toppan Merrill, a trusted provider of technology-driven solutions for the corporate legal, financial reporting, investor relations, and legal services sectors. He specializes in helping clients navigate the evolving landscape of regulatory disclosure and compliance communications.
Since 2016, David has partnered with both public and private organizations to deliver strategic consulting and innovative tools aimed at streamlining SEC filings, proxy and annual meeting communications, and related regulatory processes. Working alongside a dedicated team of solutions experts, David supports clients in achieving efficient, accurate, and compliant communications for capital markets activity, shareholder engagement, ESG reporting, and more.
Ms. Brook Wootton, MBA, IRC, is a senior investor relations executive who has guided multiple companies through initial public offerings, acquisitions, and other complex financial transactions. She joined At Home, a home décor superstore, in 2023 as Senior Director, Investor Relations. She previously directed investor relations for Albemarle Corporation, a global mining and chemicals company. Prior roles include serving as vice president of investor relations for Primoris Services Corp (PRIM) during a period of active M&A-based growth, and as vice president of investor relations for InfraREIT, Inc. and its external manager, Hunt Utility Services, LLC (HUS). She led InfraREIT’s investor relations from the novel real estate investment trust’s IPO until its sale in 2019.
Brook’s previous experience includes investor relations and communications management positions with LINN Energy, Noble Corp and Weingarten Realty Investors, as well as a consulting role with Hill & Knowlton, where she counseled high-profile corporations including Compaq and Continental Airlines. Her work has been nationally recognized with awards for investor relations as well as internal and external communications. She is a past member of the national board of the National Investor Relations Institute (NIRI) and is a member of the NIRI Senior Roundtable. She holds a Master’s in Business Administration and a Masters’ in Technology Management from the University of Phoenix, a Bachelor of Science from Texas State University and the Investor Relations Charter® credential that signifies best-in-class professionalism in investor relations.
Luke Wyse is Senior Vice President, Head of Investor Relations for Triumph Financial, Inc. (Nasdaq: TFIN). He also serves as the Investor Relations Officer. Prior to joining Triumph Financial in 2014, he was Senior Vice President, Director of Finance for The F&M Bank & Trust Company where he led corporate finance activities, as well as, strategic, operational and capital planning for the firm. Before joining F&M, Wyse served ConAgra Foods, Inc. (NYSE: CAG) in their I.T. Finance group. Earlier in his career, he worked in corporate finance departments at both Sterling Bancshares, Inc. (now Comerica) and Compass Bancshares, Inc. (now BBVA Compass).
Wyse is a Certified Financial Manager (CFM) through the Institute of Management Accountants and earned a Bachelor of Agribusiness Management and a Master of Agribusiness Management from Texas A&M University.
Lauren Yett has served on the Southwest Airlines Investor Relations Team since August 2019. Prior to joining the IR Team, Lauren led Southwest’s Corporate Accounting Team from 2014 to 2019 and served on Southwest’s Financial Reporting Team from 2012 to 2014. Lauren began her career in EY’s assurance practice serving clients primarily in the banking industry. Lauren is a Certified Public Accountant (CPA) and earned a Bachelor of Science in Accounting and Information Management and a Master of Science in Accounting and Information Management from the University of Texas at Dallas.
