NIRI Silicon Valley, in partnership with CFA Society San Francisco invites you to an engaging lunch & learn discussion featuring our guest speakers, Charles Eveslage, CFA, Head of IR at Zoom, and Jason Golz, CFA, Partner at Arena Advisory Group, moderated by Jenni Chen, CFA, Managing Director at X1 Asset Management.

At this exclusive event, our speakers will explore and share their insights on the following:

• The critical role of financial acumen in Investor Relations and Corporate Communications

• Best practices for crafting and delivering a compelling financial narrative

• Lessons learned from achieving successful investor-management meetings from both corporate and investor perspectives

This session will offer valuable insights to help you elevate your storytelling, enhance your strategic thinking, and strengthen your impact within your organization.

This event is designed for professionals in investor relations, corporate finance, buy-side investment management, sell-side research, banking, and related fields. Space is limited, so please register!

Event Details:

12:00pm: Arrival and Registration

12:30pm - 1:30pm: Program and Q&A 

Location:  101 California St #2750, San Francisco, CA 94111

Fee: Free for NIRI Members / $25 for Guests and Non-Members

Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per meeting/webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.