Note: The material below is from the 2010 session. We are still in the process of developing the 2011 agenda.
DAY ONE
Registration opens at 12:30 p.m. Program begins at 1:30 p.m.
1:30 p.m.
Working with the Capital Markets - Part 1
Charlotte Laurent-Ottomane, President, Nvestcom
| • |
The investor relations role in today's environment |
| • |
The people and the process |
| • |
Valuation, expectations and share price performance |
| • |
Challenges that CEOs face beyond financials |
| • |
Evaluating and developing a successful IR program |
2:30 p.m.
Refreshment break
2:45 p.m.
Working with the Capital Markets - Part 2
Megan Malanga, Managing Director, Nvestcom
| • |
Transparency in earnings disclosures; managing expectations |
| • |
How analysts arrive and a price target and what it means |
| • |
How transparency + guidance + clarity = a fair price and reduced volatility |
| • |
Leveraging information sources within the company |
3:45 p.m.
Closing Bell
| • |
Tour of the Exchange floor |
4:30 p.m.
Insider Views of the Exchange Markets
Robert Power, Vice President, Global Corporate Client Group, NYSE Euronet
| • |
A brief history of the exchange system |
| • |
Specialist systems vs. electronic communications markets |
| • |
Perspectives from Specialists and Market Makers |
5:30 p.m.
Cocktail Reception
| • |
On the floor of the Exchange |
DAY TWO
Continental breakfast available at 7:30 a.m. Program begins at 8:30 a.m.
8:30 a.m.
Working with the Sell-side
Avi Barak, Managing Director, Sandler O'Neill + Partners
Collyn Gilbert, Managing Director, Stifel Nicolaus
Matthew Kelley, Managing Director, Sterne Agee
Gil Fuqua, Jr. (moderator), Senior Vice President, Corporate Communications, Inc.
| • |
The relevance of and challenges facing the sell-side in today’s market |
| • |
Getting the right coverage |
| • |
Analyst views on credit quality, capital adequacy and earnings quality |
| • |
Incorporating management’s guidance into earnings and valuation models |
10:15 a.m.
Refreshment break
10:30 a.m.
Perspectives from the Buy-side
Jonathan Ashe, Equity Analyst, Wellington Management Company
Dave Ellison, Chief Investment Officer, The FBR Funds
Patricia Ouimet, Senior Investment Advisor and Portfolio Analyst, Bell Rock Capital
Anton Schutz, President and CIO, Mendon Capital Advisors
| • |
Requirements for attractive investments, e.g. float, market cap, etc. |
| • |
What the investor hears: Best practices for communicating results and expectations |
| • |
What the investor says: How investors communicates return expectations |
Noon
Luncheon
1:00 p.m.
Leveraging Media Communications and Technology
Dave Hogan, Director of IR, First Financial Bankshares
Gene Marbach, Group Vice President, Makovsky & Company
Nicole Petallides, NYSE Floor Correspondent, FOX Business Network
Mike O'Connell, Director, SNL Investor Relations Solutions
| • |
Using new media, social media and alternative formats such as webinars and podcasts |
| • |
Best practices for working with traditional media |
| • |
Best practices for written communication |
| • |
Turning “Crisis Communication” to your advantage |
2:45 p.m.
Refreshment break
3:00 p.m.
Investor Relations from the Executive Suite: Managing the Message
Mark R. McCollom, Senior Managing Director, Griffin Financial Group, former CFO, Sovereign Bancorp
Gary Perlin, Executive Vice President and CFO, Capital One
Additional speakers to be announced
| • |
Balancing the needs of multiple constituents |
| • |
Working with the media |
| • |
The role of the Board of Directors in IR strategy |
| • |
Collaborating with the Board of Directors on key issues |
| • |
Collecting accurate information from inside your organization |
Program concludes at approximately 4:30 p.m. |