NATIONAL INVESTOR RELATIONS INSTITUTE ATLANTA CHAPTER HOTLINE: 404-939-3900
May 21, 2010 Trading Techniques/Strategies - What is Impacting My Stock Price?
High frequency traders such as market-makers, hedge funds, banks and institutional investors are using computer algorithms to utilize light speed trades of your stock quicker than you can blink your eyes! As traders engage in “flash” trades, turn to dark pools and the like, it’s important to understand the market structure and the environment they are working in, for you to understand how this can affect your stock price, liquidity and volumes. What are the potential risks involved with these and other mechanisms used to get the best pricing?
Our panel of distinguished guests will help to answer questions involving trading methodologies of breaking deals, state of “their” volatile business environment and how they communicate with their partners to get through the day for you.
Our Panelists:
Rich Barry, VP of Capital Markets desk at NYSE Euronext, and a floor Governor of the NYSE floor Mark Goerg, VP and Director of BNY Mellon Capital Markets,Institutional Equity Sales Chris Rogers, Managing Director, BNY Mellon Global Markets
Moderated by, Marc Greene, Ipreo LLC, Director of Investor Relations Services
April 16, 2010 SOCIAL MEDIA: PODCASTS, TWITTER, FACEBOOK, MULTITUDES OF FINANCIAL BLOG SITES... IROs NEED TO STAY ABREAST OF THE NEW WAVE OF COMMUNICATIONS!
Question: How many Internet avenues does it take to carry a message?
Answer: ONE!
Does your company use various social Internet sites? How do you measure effectiveness and trafficking?
Viewers read one commentary from a corporate publication, and it's all over the Internet. How do you respond? Do you respond? What effects do negative and incorrect or overly zealous positive statements of others have on the investment decisions of research analysts? Potential investors? Is cost effectiveness overweighing more traditional methods of communication?
Our panel will discuss cost effective tools to use that help your potential investors, research analysts and shareowners learn the right message about your company via the Internet.
Learn other viewpoints and communication strategies from seasoned communicators using the tools of today.
Panel Members:
Norman Black, Director of Global Media Services, United Parcel Service, Inc. Delia Moore, Manager, Investor Relations, Aflac, Incorporated Chris Fetty, Vice President of Sales, North America, PrecisionIR Group Eric R. Warner, North America Commercial Manager - Investor Relations Services Corporate Services,
Thomson Reuters
March 19, 2010 Program: Our March program was helpful with the buy and sell side of targeting, the available tools to utilize and how to position yourself for discussions with targeted and valued investors. This is your chance to hear industry experts provide the right answers!
Approaching the topic from three viewpoints, the tools and studies, leveraging sell side to identify targets and preparing for the buy side meeting, our experienced professionals will provide insight for your plan development for 2010.
Speakers: Peter Juhng, Partner, Ilios Partners.
Peter will discuss available Targeting Tools and Studies to help uncover ideal targets.
Peter Juhng joined Ilios Partners, LLC in June 2002 as a Partner to build IRNavigator, which in 2007 was named Best Service Provider by the Corporate Executive Board's CRM Service Vendor Ratings. He has worked on building IRNavigator, Hot Targets, support applications, and database and research staff at Ilios Partners. Mr. Juhng was formerly a Director at Thomson Financial.
Ilios Partners is the pre-eminent provider of global securities surveillance and investor relations support to a wide range of corporate, investment banking, and investor relations consulting firms. They also provide investor relations support for corporate clients, including targeting and investor perception studies.
Bill Chappell, CFA, Managing Director and Senior Equity Analyst, SunTrust Robinson Humphrey
Bill will discuss Leveraging Sell Side Relationships to: - Obtain market intelligence to help identify targets
- Open doors with targeted investors
- Assist with planning non-deal roadshows
Bill Chappell is a Managing Director and senior equity analyst at SunTrust Robinson Humphrey covering consumer product companies and food companies. He currently covers 20 companies including Procter & Gamble, Colgate-Palmolive, Newell Rubbermaid, Ralcorp, and Flowers Foods. Prior to joining the firm in 2000, Mr. Chappell worked as a senior analyst at J.C. Bradford & Co. covering the enterprise software sector. Mr. Chappell is a Chartered Financial Analyst (CFA) and a member of the Atlanta Society of Financial Analysts.
Randy Loving, CFA, Sector Portfolio Manager, Silvant Capital Management
Randy brings the Approach to the Buy Side:
- Asking directly for a meeting
- What you should know before requesting a meeting
- Who should be present at the targeting meetings (ex. CEO, CFO, IRO)
- What type of follow-up is recommended after the meeting
James R. (Randy) Loving, CFA serves as a Sector Portfolio Manager of Silvant with financial sector responsibilities. Mr. Loving joined Silvant in 2006 and worked as an analyst on the Silvant Large Cap Core Equity product in the financial sector. Previously, he worked as an equity analyst for SunTrust in the Personal Asset Management division covering large cap equities. He has over 11 years of investment experience. Randy Loving is a CFA Charterholder.
February 19, 2010 Program: Board member, Quinn Hudson moderatse a panel of professional corporate communications executives who will share their experiences and techniques on how to best communicate with shareholders, customers, regulators and employees.
Speakers: Steve Soltis, former director of executive communications at UPS, is currently responsible for executive communication and positioning for the chairman and CEO of the Coca-Cola Company and is also the architect of the company's senior executive speakers bureau.
Sheila Weidman, head of corporate communications at Georgia-Pacific who reported to Pete Correll, one of the most influential and visible business leaders in Atlanta.
January 22, 2010 Program: Organizing an effective Investor/Analyst Day
Often an overwhelming task that requires a tremendous amount of planning and coordination with senior management.
Our panel will provide a broad overview of valuable planning techniques to assist you with a successful investor day that incorporates your corporate message while utilizing the latest technology to promote your story and your brand. Panel: Jane M. Elliott, VP, Investor Relations, Global Payments Inc.,
David Fine, President, Fine Communications,
Joseph Stanley, President, JCSmedia, Inc.
December 18, 2009 Program: Making the Most of Non-Deal Road Shows Panel: Alexander Y. “Sandy” Draper, CFA, Senior Vice President, Healthcare Research,
Raymond James & Associates
Mary Frances Turnbull
, Corporate Relationship Manager, Institutional Equity Sales, Raymond James & Associates
,
Sidney G. Jones, IRO for Genuine Parts.
November 20, 2009 Program: New Rules, New Environment –
A Need for Careful Preparation! Panel: Robert M. McCormick, Chief Policy Officer, Glass-Lewis, Kenneth S. Janke, Jr., Senior Vice President, Investor Relations, Aflac Incorporated, Reid Pearson, Managing Director, The Altman Group.
October 16, 2009 Program: XBRL may seem like just another SEC document, however, the final presentation may be a tool for shareholder communication! Our panel members will share their insight, expertise and experiences about the implementation of this necessary tool. Panel: Kevin Reilly, Director of Marketing, Bowne and James Anderson, Manager of Financial Reportinng, AGL Resources. Cover photography by chrissavas.com
September 18, 2009 Program: NIRI Atlanta Fall Conference. Network with your fellow industry professionals and widen your scope of contacts while learning more about current issues that affect you and your management.
May 15, 2009 Program: Underwater Option Exchanges: Pleasing
Participants, Shareholders and Regulators. Speakers: Takis Makridis, Equity Methods; and Ron Schneider, Martin Curran and Miriam Solomon BNY Mellon Shareowner Services.
April 17, 2009 Program: War Stories, Dealing with a Crisis: Views and insights from leading IROs in Atlanta.
March 20, 2009 Program: Dealing with the issues IROs face every day -- An interactive discussion/Q&A with Atlanta investor relations peers.
February 2009 Program: Targeting and Communicating with Investors in a Turbulent Market and Economy. Speakers: Representatives from Deutsche Bank Securities, Raymond James & Associates and consultancy IR Squared.
Panelists:
Lance Spacek
Managing Director
Deutsche Bank Securities
Wayne Johnson
Managing Director
Raymond James & Associates
Date: Friday, February 20 Time: 7:30 a.m.
Digital Tape Replay: (866) 463-4957 Passcode: 65231 Digital Playback available from: 2/20/2008 to 08/20/2009 11:59
PM Central Time
January 2009 Program: Trading Trends in a Bear Market - Are dark pools, ETFs, etc. having a greater impact on your stock in the current environment? How can you communicate better to your C-suite on how your stock is trading? Speakers: Eric Bernbach, Vice President, Corporate Client Group, The NASDAQ OMX Group, Inc.; John Vogt, Vice President, Investor Analytics, The NASDAQ OMX Group, Inc.; John R. Merrell, Senior Vice President, Global Corporate Client Group, NYSE Euronext; and Rebecca Engmann Darst, Managing Director, Market Access Center, NYSE Euronext Date: Friday, January 16 Time: 7:30 a.m.
Digital Tape Replay: (866) 373-4994
Alternate Number: (203) 369-0274 Passcode: 13275 Digital Playback available from: 1/16/2009 to 07/16/2009 11:59
PM Central Time
December 2008 Program: Views from the buy-side and sell-side: What do PMs and analysts look for an IRO to provide?
Speakers: Erik Granade, Chief Investment Officer, Global Equities, Invesco Global Asset Management; Robert Lee, Managing Director, Research, Keefe Bruyette & Woods Date: Friday, December 12 Time: 7:30 a.m.
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046 Passcode: 7575220# Digital Playback available from: 11/21/2008 to 05/21/2009 11:59
PM Central Tim
November 2008 NIRI CEO Jeff Morgan will discuss pressing issues for IR practitioners Date: Friday, November 21 Time: 7:30 a.m.
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046 Passcode: 23158948# Digital Playback available from: 11/21/2008 to 05/21/2009 11:59
PM Central Time
October 2008 Vote 2009 - This coming year's Proxy Issues Date: Friday, October 17 Time: 8:00 am, Eastern Daylight Time (GMT -04:00, New York) Speakers: Ron Schneider, Director of Meeting Services, BNY Mellon; Beth Broadwater, Product Manager, BNY Mellon; and Reid Pearson, Managing Director, The Altman Group
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046
Passcode:22866382#
Presentation: Vote 2009-This coming year's Proxy Issues
September 2008 Economic Overview - Forecasts and Thoughts about the Economy Date: Friday, September 19 Speaker: Dr. Rajeev Dhawan, Director of the Economic Forecasting Center at Georgia State University
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046
Passcode:22712727#
Presentation: Economic Overview - Forecasts and Thoughts about the Economy
Vote 2009-This coming year's Proxy Issues