NIRI Silicon Valley Spring Seminar

March 10, 2017 07:30 AM PST
Seminar was held at the Four Seasons Hotel, Palo Alto

We had a fantastic Spring Seminar this year, with a crowd of more than 150 in attendance and a great lineup of panels and keynote speakers The Seminar this year was organized into three larger sessions: The Changing World of IR, Career & Development, and Keynotes & Drinks. See below for the agenda and speakers. 

NEW this year – video replays of select panels! Even if you couldn’t make it in person, you can still catch some of the action.  Click the PayPal button below to purchase access to the video replays. Upon confirmation of payment, an email will be sent to you with a link to the video replays and the required passcode.

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If you attended the Spring Seminar, please email to get your free access.


Speakers & Moderators


7:30 - 8:30 Registration, Breakfast, and Vendor Showcase
8:30 - 8:40 Welcome & Agenda, Stephanie Wakefield, NIRI SV President
Session 1: The Changing World of IR
2017 brings the potential for unprecedented macro-economic and political changes that will impact all IROs and the companies we represent. These unpredictable factors include a new U.S. President and Republican Congress with strong views on tax and trade, a new major stock market listing exchange, a class of institutional investor 'activists' that don’t primarily want to overthrow managements or overhaul strategies for the quick short-term gain, and short sellers that wreak havoc on your stock price if not taken seriously.
8:40 - 9:30 Lessons for IROs from the 2016 Election and What to Expect in 2017
  • David Castagnetti, Co-Founder Mehlman Castagnetti Rosen & Thomas
  • Click HERE for a copy of David's presentation. 
9:30 - 10:15 Goring of The Sacred Cows: Tax Reform, Border Adjustments, Repatriation and Immigration in the Trump Era
10:15 - 10:30 Break & Vendor Showcase
10:30 - 11:15 The Changing Face of Activists
Panel discussion featuring:
  • Dylan Haggart, Vice President, ValueAct Capital
  • Stephen Luczo, CEO, Seagate Technology
  • Moderated by Kate Scolnick, SVP, Investor Relations, Corporate Communications and Treasurer, Seagate Technology
11:15 - 12:00 Should You Care What Exchange Your Stock Is Listed On?
Featuring a panel discussion with:
12:00 – 1:00 Break & Vendor Showcase, Followed by Lunch
1:00 – 1:45 Shortseller Attack – Strategies and Tips to Weather Through It
the upstarts banner Featuring a panel discussion with:
  • Tom Hudson, VP, Head of Investor Relations, Fitbit
  • Mike Mulroy, Senior Advisor, CamberView Partners (Former GC & CFO, Questcor Pharmaceuticals)
  • Samuel Wilson, VP, Finance, MobileIron
  • Moderated by Amy Feng, Managing Director, Joele Frank
Session 2: Career & Development The change around us all is driving events that can impact our careers in positive and negative ways. Learn how to make the most of your situation directly from experts that have lived through career-changing events from both ends of the spectrum.
1:45 – 2:30 Threats to Your Existence? What do Activism, Going Private, and M&A All Have in Common? They Could Spell the End of Your Job…
Panel discussion featuring:
2:30 - 2:45 Break & Vendor Showcase
2:45 - 3:30 From IRO to CFO: Skills and Strategies for IROs With an Eye on the C-Suite
Panel discussion featuring:
Session 3: Keynotes & Drinks We end the day in style with some interesting speakers talking about things that matter to business, silicon valley, and IROs…plus drinks!
3:30 – 4:00 Full Circle: Perspectives From The Fourth Wall of Finance
  • Jack Mohr, Former Chief Investment Strategist, & Former Co-Portfolio Manager of Jim Cramer’s Charitable Trust
4:00 - 4:30 Keynote Discussion: The Upstarts – How Uber, Airbnb, and the Killer Companies of the New Silicon Valley Are Changing the World
the upstarts banner
  • Featuring Brad Stone, Author of The Upstarts and Senior Executive Editor for Technology at Bloomberg News. Brad is also the author of the 2013 New York Times Bestseller and Business Book of the Year, The Everything Store: Jeff Bezos and the Age of Amazon
  • Fireside Chat Moderated by Kevin Kessel, VP, Investor Relations, Flex
  • Click HERE for a copy of Brad's presentation. 
4:30 - 6:00 sponsoredbyjoelefrank Prizes, Cocktails, and Networking Reception