|
For the first time
NIRI Virtual Chapter and CFA Society New York
unite to move beyond talking points.
Tuesday, May 19 | 12:15 AM - 7:00 PM
In–Person & Livestream Options
In–Person Seating is Limited
Hybrid-CFA Society NY
1540 Broadway, 10th Fl
New York, NY 10036
To Register, please contact admin@nirivirtual.org
Overview:
This session will provide actionable insights on how companies and the buy-side can align in a 2026 market defined by information overload.
Key Themes:
- Filtering Out the Noise: Communications expert Richard Torrenzano dissects the new world of information warfare—how synthetic narratives, rapid-fire social media, and AI-driven data further obscure key messages.
- The High-Conviction Lens: A transparent look into what specific data points and signals actually move the needle for investors, and how IR communication can bridge that gap.
- The Earnings Process Demystified: Real talk on managing expectations when the landscape is shifting daily. How IROs and analysts can calibrate signals for impact.
- Decisions at the C-Suite Level: CFOs discuss how IR feedback is processed and incorporated.
Why This Matters for You
This is a unique and exclusive event bringing together professionals from a range of Investor Relations, Capital Markets and Financial Leadership roles to learn more about aligning messaging to market dynamics.
For the CFA:
Learn exactly how IR teams are curating the information you rely on and gain insight into deciphering corporate communication.
For the IR Professional:
Understand the precise “transparency” that high-conviction investors demand to further conduct due diligence.
* Additional details are included below, with more speakers to be announced soon.
Pricing:
We are very excited to offer two options for attending - in person, or virtually via livestream. Either way, the Virtual Chapter is offering a special discount for our chapter members, so don't miss out on this unique opportunity.
To Attend In Person
$35 NIRI VC Members (*Special Discount For Members*) | $75 Partner Progaram & NIRI Members/CFA Members | $150 Non-NIRI/Non-CFA Members
Livestream Access
$20 NIRI VC Members (*Special Discount For Members*) | $40 Partner Program & NIRI Members/CFA Members | $50 Non-NIRI/Non-CFA Members
Please email admin@nirivirtual.org to register.
The Valuation Gap Summit
A zero filtered exchange between IR and Wall Street
12:15 PM | NETWORKING LUNCH
1:00 PM | WELCOME REMARKS
Nicole Maselli, President Elect, NIRI Virtual Chapter
1:10 PM | AI, IR, AND THE NEW WORLD OF INFORMATION & AUTOMATION
MODERATOR
Samir Desai, Managing Director, Needham & Company
PANELISTS
Douglas Borthwick, Co-Founder & Editor, The Bridge Newsletter
Gregg Lampf, IRC, VP, Investor Relations, Ciena Corporation
2:00 PM | THE BUYSIDE WHISPER
How IROs manage pre-earnings communications, and how to communicate effectively in this transformed landscape
MODERATOR
Stephen Willoughby, Sr Vice President, Investor Relations – ESG & Risk, Revvity
PANELISTS
Megan Larson, IRC, Vice President of Strategic Initiatives, Efficient Markets (EnergyNet)
Walter B. Stackow, CFA, CSRIC, Sr Equity Research Analyst – Consumer, Thrivent Asset Management
David Speyer, Sr Equity Analyst, Schroders
2:50 PM | BREAK
3:00 PM | PRESENTATION
Protecting business, brand and reputation: Mastering and winning the AI digital battlefield
Richard Torrenzano, Chief Executive, The Torrenzano Group
3:40 PM | EXPLORING THE HEDGE FUND PROCESS
Deep dive into investor expectations
MODERATOR
Matthew Berry, CPA, CFA, Director of Capital Markets and Investor Relations, Nano Nuclear Energy Inc.
PANELISTS
Neil Guha, Head of Equity Capital Markets and Portfolio Manager, Corbets Capital
Griffin Newman, Portfolio Manager, Point 72
4:30 PM | BREAK
4:40 PM | INNOVATIVE APPROACHES TO INVESTOR COMMUNICATIONS
A lively discussion of emerging creative practices IR teams are using to get their story out with insights on what works and implications for IROs looking to try new approaches.
MODERATOR
Tara Dziedzic, Head of US Lisftings, NYSE
PANELISTS
Rebecca Gardy, IRC, Chief Investor Relations Officer (retired), Campbell's
Lisa Friedman, Senior Managing Director, Teneo
Harry Shah, Principal & CEO, OUTKREATE, IR Presentation Experts
5:40 PM | CLOSING REMARKS Danielle Kloeblen, CFA, Treasurer & SVP Investor Relations, MH
5:50 PM | NETWORKING RECEPTION
We would like to thank our exclusive event sponsor for helping make this event possible!
|