DFIN (Donnelley Financial Solutions) empowers investor relations teams with technology to streamline financial reporting, ESG disclosures, proxy management, and stakeholder communications. DFIN’s solutions—ActiveDisclosure for SEC reporting, Venue for secure data sharing, and end-to-end proxy and annual meeting services—help IR professionals engage investors and ensure compliance with confidence.
Lee Anne Sexton
Managing Director
leeanne.sexton@dfinsolutions.com
817-800-7254
The Texas Stock Exchange is the first fully integrated national securities exchange to file with the SEC in over 25 years. Headquartered in Dallas, TXSE aims to create a world-class trading platform, revitalize competition, establish a premier listing venue, and build high-quality, accessible markets through stronger alignment with issuers and investors.
Nicole Chambers
Global Managing Director, Listings
nicole.chambers@txse.com
Toppan Merrill is a global leader committed to simplifying the complexity of regulatory disclosure and compliant communications.
Global teams provide industry-leading technology and service expertise to clients as they create required communications for capital markets transactions, regulatory disclosure filings, shareholder communications, and sustainability reporting.
Expert technology. Expert knowledge. Expert service.
Shannon Otwell
SVP & Managing Director – Central Region
ShannonOtwell@ToppanMerrill.com
Computershare is the global leader in transfer agency, employee equity plans, proxy solicitation, stakeholder communications, and other diversified financial and governance services. The world’s leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.
Fred Papenmeier
Vice President & Manager, Issuer Services
Fred.Papenmeier@computershare.com
979-691-6030
At the nexus of the capital markets, Nasdaq IR Intelligence has built an ecosystem of solutions designed to empower IR professionals with purpose-built technology, AI-driven intelligent workflows, and decades of unique proprietary data and insights, bolstered by an experienced advisory team. Our integrated solutions can help IR professionals simplify routine tasks, access real-time market insights, and capture and showcase ROI.
Collin Grady
Account Director, Corporate Platforms
Collin.Grady@nasdaq.com
(857) 366-0115
NYSE Texas, a fully electronic equites exchange headquartered in Dallas, Texas, is the first to operate in the Lone Star State. Built upon the NYSE’s more than 230 years of experience, NYSE Texas provides a listing exchange to companies attracted to Texas’ growing population, strong economy and business-friendly agenda.
Carrie Slagle
Regional Head, Southwest, NYSE
carrie.slagle@nyse.com
With a history of providing solutions for investor relations teams — from Ipreo to S&P Global Market Intelligence — we understand the importance of shareholder value, investor engagement, and access to capital. We have a full range of solutions for corporate issuers and IR programs to include data, analytics, workflow platforms and IR advisory experts.
Dan Owens
Senior Associate, Business Development, Market Intelligence
Daniel.Owens@spglobal.com
Michael Marques
Sales Executive, Capital IQ
michael.marques@spglobal.com
The Alpha Companies, including Alpha Advisory and Alpha IR, offer senior-led investor relations, reputation management, and strategic communications services. With offices nationwide, we guide clients through critical inflection points, transactions, and stakeholder engagement-delivering trusted counsel across industries to protect and elevate corporate credibility and brand.
Karen Keller
Vice President, Sales & Marketing
karen.keller@alpha-ir.com
AlphaSense is a market intelligence platform that leverages the power of AI to extract insights from an extensive universe of public and private content, enabling business professionals to make critical decisions with confidence and speed.
Chandler Arney
Enterprise Account Executive
carney@alpha-sense.com
847-651-8060
Kurt Moeller
Activism & M&A Team
kurt.moeller@fticonsulting.com
ModernIR brings technology, analytics and expertise to help public companies create value in quantitative markets. We help you understand all the behaviors of the equity market, not just Actives, to control controllables and mitigate volatility. We emphasize rethinking earnings to attract and keep Passives. We’re the market structure experts.
Tim Quast
President
timquast@modernir.com
303-547-3380
We are Notified (an EQ Company), and your story goes here. As the only technology partner dedicated to both IR & PR professionals, we help you control & amplify your corporate narrative. Our fully integrated PR & IR platforms streamline every step – whether it’s reaching the right media, press release distribution, & measurement or designing new IR websites, managing investor days, earnings releases, and regulator filings. Conecting both world, GlobeNewsire is one of the world’s largest & most trusted newswire distribution networks, serving leading organizations for over 30 years. Together, we empower communicators to inform a better world.
Sarah Jager
Sr. Agency Account Manager
214-497-5444
sarah.jager@notified.com
Q4 Inc. is the leading provider of IR Ops software with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders, C-suite executives, and their teams the tools to attract, manage, and understand investors — all in one place.
Robert Palzer
Managing Director, Sales
robert.palzer@q4inc.com
Gene Rubin
President
Virtua is a Data as a Service company (DaaS) focused on the external financial intelligence needs of public and private companies. With Virtua’s cloud-based research applications – from consensus estimate analytics and comparable company benchmarking to curated data sets for financial reporting —company professionals can from one source of truth more efficiently collaborate, analyze and communicate internally as well as with investors.
Chris Venti
VP, Business Development
cventi@virtuaresearch.com
Kaleidoscope is a product of Memterra LLC, founded in 2017, and launched in September 2019. In 2001, our team disrupted the market by launching 10-K Wizard, which quickly became the “gold standard” for easy and affordable SEC research. Today, we’re pioneering the use of data visualization and AI technology to reveal the statistics and metrics underlying layers of metadata and information to help corporate executives and professionals in many industries make data-driven decisions.
Raul Peralta
CEO & Co-Founder
sales@kscope.io
