Our Mission

The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment. In keeping with this mission, the Chapter focuses on IR education, mentoring, and networking with the broad professional community. Our goal is to further the skills of our members, to expand their business opportunities, to increase Chapter membership, and to foster an environment that promotes IR learning for all.

The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment.


All Events Date Event
Feb 03 2017 11:30 AM PST
Technical Analysis – How to Make Sense of Head and Shoulders, Candlestick Patterns, and More Luncheon at the Four Seasons Hotel, Palo Alto


Join us for an introduction to technical analysis!

We are pleased to feature Jim Harvey Sy, Senior Director in Nasdaq’s Corporate Advisory Services group, for our February luncheon. In this technical analysis teach-in, you will learn about identifying and understanding technical trading patterns in your stock, and implications for the IRO.

Please click here to register:  


Speaker Bio:

Jim Harvey Sy is a Senior Director in Nasdaq’ Corporate Advisory Services group. He has been with Nasdaq for over a decade via the Thomson Reuters acquisition of its corporate group business. He moved to San Francisco three years ago as one of the group division leads in the West Coast. The team provides intelligence and insight to corporate executives regarding market and sector developments as well as institutional investor sentiment and trading activity. The group also provides investor relations support and advice to corporate clients. Also in this role, Mr. Sy manages the Basic Materials sector team of analysts, which covers the Chemical, Paper & Forest Products and Metals & Mining sectors. Prior to joining Thomson Reuters’ Basic Materials team as an Associate in 2003, he worked for a boutique trading firm specializing in foreign exchange trading of the G7 Currencies.

During his 14 years with Nasdaq, Mr. Sy has advised many senior executives at companies of all sizes on issues ranging from investor risks and equity offerings to valuation. His industry-specific experience has allowed him to personally work with over 100 corporate clients, including companies such as DuPont, Dow Chemical, Alcoa, Alcan, International Paper, Georgia Pacific, and Monsanto, just to name a few. 

Mr. Sy received a Bachelors of Arts degree in International Relations: Political Economy and Development from Brown University in 2002.


Mar 10 2017 07:30 AM PST
NIRI Silicon Valley Spring Seminar Day-long seminar at the Four Seasons Hotel, Palo Alto


Click here to register:  


Please join NIRI Silicon Valley for our award winning Spring Seminar on March 10th. On this day full of speakers, panels, and networking, we will host exciting content including “Threats to Your Existence," Expert Views on the Markets Post-Inauguration and Potential Impacts of a New Administration, The Path to the C-suite from the IRO Seat, a debate with all three listing exchanges, a surprise keynote speaker, and more.

We will provide more updates as speakers get confirmed and the full agenda finalized. Stay tuned!

Want to be part of NIRI?

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Excited and interested in joining a group of talented investor relations professionals in Silicon Valley for educational events and networking opportunities? NIRI Silicon Valley’s membership includes corporate investor relations officers, strategic investor relations counselors, and innovative IR related vendors. Our member companies cover all market caps and a broad range of industries. We’d love to hear from you!

Learn More


January 20, 2017
Dear Fellow NIRISV Members,   As we kick off the second half of the NIRI SV programming year, I am excited to announce the launch of our new website! In partnership with Q4 Systems, we have created a new online experience for our members to learn more about the chapter, stay current on news & events, register for programming, and connect more with other members through a re-launched mentoring program.  Please visit the new NIRISV.org on your computer, phone or tablet and tell us what you think.   The first half of our season has been a great success as members have turned out to network and explore important topics such as an update on regulations, innovative ways to effectively communicate your company story, and the myriad market dynamics impacting a company's daily stock price.  We also raised a record $3,535 for local area food banks through the charity auction at our Holiday Party hosted at Autovino!   The highlight of the second half will be our ...
September 2, 2016
Welcome to NIRI Silicon Valley’s 2016-2017 Season! This year, our chapter theme is Raise Your Game! We have a broad range of talented investor relations professionals in Silicon Valley – from corporate investor relations officers, to strategic investor relations counselors, to innovative vendors that provide technologies to help us on a daily basis. We have newer investor relations professionals who bring a fresh perspective to the practice, and old hands who can share their experiences tackling the wide range of IR challenges. In our membership, we have all market caps and a broad range of industries represented (no, it’s not all tech!). Our goal is to bring all this expertise together to help us collectively Raise Our Game! through networking, education, and good clean fun. Your board met this summer to develop a calendar of events over the next nine months that we believe will help you Raise Your Game! We’ll kickoff with a networking cocktail reception in September in partnership ...
August 30, 2016
NIRI SV today announced its board of directors for the 2016 – 2017 term. “As fast-changing equity markets, the continued rise of shareholder activism and the increasing focus on corporate governance expand the role of Investor Relations as a strategic corporate function, practitioners must continue to raise their game to drive shareholder value,” said Stephanie Wakefield, president of NIRI Silicon Valley. “I am excited to work with such a talented group of IR leaders to provide programming that enables our growing membership of corporate investor relations officers, counselors, and service providers to sharpen their IR skills, expand their expertise and strengthen partnerships with corporate management to drive corporate direction and value.” The board members for 2016-2017 are listed below. President: Stephanie Wakefield, Vice President, Investor Relations, Box President-Elect: Moriah Shilton Treasurer: Josh McGinn, Senior Vice President, Western Region Relationship Management, ...

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