Event Details

Competing for Active Capital Through Data-Driven Institutional Targeting 

The competition for active institutional capital remains white-hot in 2026. As assets continue to transition from active to passive investment strategies, Investor Relations Officers (IROs) are under increasing pressure to do more with data, analytics, and intelligence to identify, engage, and win new institutional investors.

With the pool of active capital becoming more concentrated and selective, leading IR teams are adopting increasingly sophisticated targeting strategies to maximize the effectiveness of their outreach and investor engagement efforts.

This session will explore how companies across different market capitalizations and sectors are approaching institutional investor targeting today. Through a series of investor relations personas, attendees will gain insight into the strategies, priorities, and challenges shaping the pursuit of active capital, as well as the broader market trends influencing investor behavior and capital allocation decisions.

Learning Objectives

By the end of this program participants will be able to:

• Determine how leading IROs leverage data, analytics, and investor intelligence to identify and prioritize prospective institutional investors. 



• Compare investor targeting strategies across market capitalizations, sectors, and corporate profiles to better align outreach efforts. 

• Assess the evolving role of investor intelligence as competition for active institutional capital continues to intensify. 

• Apply practical techniques to expand investor reach, strengthen engagement, and improve targeting effectiveness.

William Moebius

Executive Director – Issuer Solutions

North America Head of Business Development

S&P Global

Bill is a strategic Investor Relations professional with over 25 years of experience in the industry. Prior to his current role as North America Head of Business Development, Bill led S&P’s North America advisory business. In his earlier days in the industry, Bill oversaw the Tech, Media & Telecom team at IHS Markit and Ipreo. Bill’s core focus is on capital surveillance, investor targeting, activist defense, and broader IR best practices.  

Wendy Watson

Investor Relations

MillerKnoll

Wendy leads MillerKnoll’s investor relations function (MLKN) and has had previous IR stints at Arhaus (ARHS), GrafTech (EAF) and Leggett & Platt (formerly LEG). She’s a happily reformed lawyer and operations exec and loves a good “war story”.

Ash Aulds

Director FP&A, EPMO & IR

Murphy Oil

Ash Aulds is the Director of FP&A, Enterprise Project Management Office and Investor Relations at Murphy USA, a leading retail fuel company with more than 1,700 stores across 27 states. Since joining Murphy USA in 2019, Ash has held analytics leadership roles across field operations, merchandising, marketing, and food & beverage before moving into FP&A and Investor Relations in 2023. He previously held analytics and marketing leadership roles at CenturyLink (now Lumen Technologies), a global telecommunications technology company.

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.

Domain 3: Investor Marketing and Outreach



Note: Domain number(s) referenced above correspond to the 11 core competency domains that make up the IR Competency Framework outlined in NIRI's Investor Relations Body of Knowledge.