7:30 - 8:30 |
Registration, Breakfast, and Vendor Showcase |
8:30 - 8:40 |
Welcome & Agenda, Stephanie Wakefield, NIRI SV President |
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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.
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8:40 - 9:30
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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.
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9:30 - 10:15
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Goring of The Sacred Cows: Tax Reform, Border Adjustments, Repatriation and Immigration in the Trump Era
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10:15 - 10:30
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Break & Vendor Showcase
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10:30 - 11:15
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The Changing Face of Activists
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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
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11:15 - 12:00
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Should You Care What Exchange Your Stock Is Listed On?
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Featuring a panel discussion with:
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12:00 – 1:00
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Break & Vendor Showcase, Followed by Lunch
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1:00 – 1:45
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Shortseller Attack – Strategies and Tips to Weather Through It
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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
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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.
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1:45 – 2:30
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Threats to Your Existence? What do Activism, Going Private, and M&A All Have in Common? They Could Spell the End of Your Job…
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Panel discussion featuring:
- Joon Huh, VP, Investor Relations, Visa
- Peter Schuman, Investor Relations Consultant, Avaya
- Stephanie Wakefield, VP, Investor Relations, Box
- Moderated by Michael Sullivan, VP, Investor Relations, Applied Materials
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2:30 - 2:45
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Break & Vendor Showcase
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2:45 - 3:30
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From IRO to CFO: Skills and Strategies for IROs With an Eye on the C-Suite
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Panel discussion featuring:
- Jim Burns, CFO, Accela
- Chris Faralli, Consultant, Russell Reynolds
- Rahul Mathur, CFO, Rambus
- Sam Wolff, CFO, Birst
- Moderated by Meghan O’Leary, Head of IR, Silicon Valley Bank
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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!
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3:30 – 4:00
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Full Circle: Perspectives From The Fourth Wall of Finance
- Jack Mohr, Former Chief Investment Strategist, TheStreet.com & Former Co-Portfolio Manager of Jim Cramer’s Charitable Trust
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4:00 - 4:30
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Keynote Discussion: The Upstarts – How Uber, Airbnb, and the Killer Companies of the New Silicon Valley Are Changing the World
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- 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.
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4:30 - 6:00
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Prizes, Cocktails, and Networking Reception
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