Agenda

Over two days of conference activity, you will have an incredible opportunity to cultivate your network and gain insight from industry and Q4 experts, customers, partners and colleagues.

Sunday

Sept 15

2:00p

Registration

6:00p

Opening Reception

6:00 - 8:30p

Opening Reception

Monday

Sept 16

6:00a

Yoga by the Pool

6:00 - 7:00a

Yoga

7:30a

Breakfast

7:30 - 9:00a

Breakfast

9:00a

CEO Welcome Keynote

9:00 - 9:30a

CEO Welcome Keynote

9:30a

Guest Keynote: Luke Williams

9:30 - 10:30a

Guest Keynote: Luke Williams

10:30a

Morning Break

10:30 - 11:00a

Morning Break

11:00a

The Future of Investor Relations

11:00a - 12:00p

The Future of Investor Relations

12:00p

Lunch

12:00 - 1:00p

Lunch

Breakout Sessions

1:00p

Turning Big Data Into Action

1:00 - 1:45p

Turning Big Data Into Action

Targeting new investors is the top priority for IR teams around the globe. In fact, in a recent survey 75 percent of IROs identify targeting among their top three objectives for 2019 and 37 percent called it their number one goal – if they had more resources.

With Mifid II radically changing the game and IR teams shrinking in size, IROs need new strategies and tools for achieving their top objective of targeting new investors, as well as other key priorities like enhancing engagement with existing shareholders and increasing international share ownership. Innovators will look for ways to turn big data into actionable intelligence to help navigate key IR activities. This session will look at what IROs need to know to achieve their top IR objectives and why big data should be at the center of this discussion.

The Rise of Passive Investing: Navigating the New Composition of Ownership

1:00 - 1:45p

The Rise of Passive Investing: Navigating the New Composition of Ownership

A diverse panel of experts will discuss the changing landscape and how the rise of passive investors will impact the IR community in the coming years. The discussion will examine how passive investors make their investment decisions, how to engage with this growing group of investors and, importantly what IROs need to consider in this new context. Specifically, this session will address several themes to be considered from an IRO perspective:

  • How does index and ETF trading impact your stock?
  • How can passive investors’ increasingly heightened focus on ESG impact your strategy, and more importantly, your stock price
  • As the sheer volume of potential data points explodes and algorithms become even more sophisticated, how can IROs stay ahead of the curve and become savvier about leveraging alternative data to drive targeting strategies?

Navigating Buy-Side Corporate Access

1:00 - 1:45 p

Navigating buy-side corporate access

A panel of buy-side corporate access managers, PMs, and IROs will dig into one of the largest changes in the market, the movement of the corporate access function from the sell-side to the buy-side. What does this mean for IR teams? How is this changing how the buy-side and corporates work together? Will this eventually replace the sell-side corporate access function? Come and hear from the people defining this new world and how to market and drive success in it.

2:00p

The Tech-driven Transformation of IR

2:00 - 2:45 p

The Tech-driven Transformation of IR

Technology is transforming the IR industry at lightning speed. From guiding strategy and approach to enabling productivity and efficiency, tech advances are empowering IR experts to do more, with less. Increasingly more companies are opting out of the public markets, algorithmic trading is growing in scale, and AI and data analytics are more impactful and prominent than ever before. In this session, our experts explore industry trends and share best practices for technology that meets your needs – both today and in the future. Attendees will leave this session with tips for selecting and utilizing cutting edge technologies like AI and leveraging the best tools for key IR program components like targeting and surveillance. You’ll even take away some new and innovative ways of approaching old and often tedious processes. "

Responding to Changing Sell-Side Market Dynamics

2:00 - 2:45 p

Responding to Changing Sell-Side Market Dynamics

Every challenge brings with it opportunity. And while MiFID II is a veritable challenge for IROs, the changes it drives can present an opportunity for specialists to take control of targeting and connect with the best investors for their firm. This panel will feature experts who can share best practices for success, despite the challenge presented by waning sell-side attention.

Panelists will explore how to connect with the buy side in this new reality, as well as the advantages of targeting and controlling the type of investors sitting across the table from management. The session will present and discuss new techniques, technologies and resources available to IRO’s as they work to navigate the new landscape in which we all now operate.

How IR teams need to focus on Investor Access as Sell-side exits for small and mid caps

2:00 - 2:45 p

How IR teams need to focus on Investor Access as Sell-side exits for small and mid caps

Small and mid-cap companies are being hit the hardest with the decline of the sell-side. Many IR teams, who used to be served well by the sell-side, can no longer get the attention of sell-side corporate access and equity sales desks. This means IR teams are being forced to become "outbound" operations, no small feat for those used to managing "inbound" interest, driven from the sell-side.

Learn from a panel of IROs and technology leaders on how to utilize the right mix of people and technology to deliver the level of qualitative targeting, combined with equity sales / outreach, ultimately building NDRs with the right investors. A must attend session for small and mid-cap IROs.

2:45p

Afternoon Break

2:45- 3:15 p

Afternoon Break

3:15p

Engagement Reimagined for Today's Connected IRO

3:15 - 4:00 p

Engagement Reimagined for Today's Connected IRO

The digital world is where we all live and work today and as such is precisely where investor engagement must begin and end. In this session, industry experts will discuss the future of digital channels with a focus on tapping available technology and tools to better engage and connect with investors where they are. Panelists will discuss the growing importance of the IR website and share how the latest trends in digital design and UX experience should guide your digital strategy going forward. Learn how to leverage the data you already have and use web analytics to tell your story in a way that will best resonate with your increasingly digital audience.

1:1 Product Training

3:15 - 4:00 p

1:1 Product Training

Meet the Buy-Side

3:15 - 4:00 p

Meet the Buy-Side

4:00p

Leading with Your Principles: Better Communicating ESG Performance

4:00 - 4:45 p

Leading with Your Principles: Better Communicating ESG Performance

Today's investors increasingly look beyond financial performance, seeking out and placing added value on companies with established sustainability and ethical practices. You've ascertained your company's material ESG factors and benchmarked against your industry or peers, now how do you bring this to the forefront of your IR narrative? We'll explore various approaches and how Q4 can help you effectively showcase ESG principles & performance on your IR website.

Righting the Ship: The Role of the IRO in Managing Activism

4:00 - 4:45 p

Righting the Ship: The Role of the IRO in Managing Activism

It’s always exciting to gain a new shareholder until the dreaded moment you realize the most recent buyer of your stock is connected to an activist hedge fund. Now what? Learn from industry expert Andrea Rose, partner at the renowned firm Joele, Frank, Wilkinson Brimmer Katcher, the trends in shareholder activism today, and the how to’s of managing an activist in your stock.

Meet the Buy-Side

4:00 - 4:45 p

Meet the Buy-Side

4:45p

Fireside Chat with Q4's IRPs

4:45 - 5:30 p

Fireside Chat with Q4's IRPs

Join Q4's Investor Relations Partners, Matt Tractenberg and Karen Greene, for this interactive fireside chat. Both former IROs, Matt and Karen bring valuable perspectives from the IR trenches to their new roles as advisors and resources to Q4 clients. Bringing a philosophy that a company’s IR objectives can only be achieved with a comprehensive approach - including great fundamentals, good communications, smart targeting, bringing the right investors into the stock, ongoing monitoring, etc. - these experts understand how time and resource constraints can make this approach a particularly tall order. In this session, Matt and Karen will present how Q4's new IR Success Platform (IRSP) can help eliminate obstacles impeding your success by providing the guidance and the extra “arms and legs” IROs need. Whether it’s things you wish you had the time/resources to do, things you’d prefer not to do or those extras you know will take your program to the next level, Q4 is your partner for success. Learn how IRSP can help with everything from high level strategic advice to tactics like boardbooks, perception studies, etc. Bring your questions for Matt and Karen to learn how they can support you.

Measuring IR Success: Is There a Magical Metric?

4:45 - 5:30 p

Measuring IR Success: Is There a Magical Metric?

In a world filled with data and metrics, we can get lost in how to measure IR success. Even the most seasoned veterans have a hard time answering the question, “what does IR success look like?" Is there an objective standard of measurement contained within a world filled with data points and competing metrics? While most in our field agree there isn’t a magic bullet or a unit of measurement that works for every situation, this session will feature stories on what success and failure has looked like for several IR practitioners. Join some of our industry’s thought leaders for an interactive discussion that will leave you with new insights and lessons learned around defining and measuring the success of your IR program.

Meet the Buy-Side

4:45 - 5:30 p

Meet the Buy-Side

5:30p

1:1 Product Training

5:30 - 6:00 p

1:1 Product Training

7:00p

Networking Gala

7:00-10:00p

Networking Gala

Tuesday

Sept 17

7:30a

Breakfast

7:30 - 9:00am

Breakfast

9:00a

Keynote Speaker

9:00 - 9:45 am

Keynote Speaker

9:45a

Overview of the Day and Closing Remarks

9:45 - 10:00 am

Overview of the Day and Closing Remarks

Breakout Sessions

10:30a

Looking to the Future: Q4 Product Roadmap

10:30 - 11:15 am

Looking to the Future: Q4 Product Roadmap

Participate in an interactive fireside chat with Q4 CEO Darrell Heaps and SVP, Product James Benum to learn what's in store for Q4's roadmap. Darrell and James will broadly talk tech trends and the future of IR before drilling down into critically important issues around corporate access and data accuracy. The team guiding Q4’s path into the future will then look to gather attendee insights on imminent industry challenges and opportunities. During the session, audience members will be invited to share thoughts and perspectives that will guide the development of Q4 product and services, both directly and through a real-time app voting system.

Battle Wounds from the Trenches

10:30 - 11:15 am

Battle Wounds from the Trenches

In life we often learn the most from painful experiences. Here’s an opportunity to learn from the pain of others! In this panel, your peers share hard-earned advice from the IRO trenches. Featuring a wide range of survival stories, these brave souls will brandish their battle scars and share what they learned from some of their most difficult professional challenges. Join this session for the rare chance to learn some lessons the easy way.

1:1 Product Training

10:30 - 11:15 am

1:1 Product Training

11:15a

Capital Markets Intelligence: Powering Up for the Future

11:15 - 12:00 p

Capital Markets Intelligence: Powering Up for the Future

You now have access to a plethora of data about your investors. That’s the good news, but it also immediately sparks the question we hear daily: now what? The truth is, these mountains of intelligence are only valuable when we’re able to extract what these data mean and determine how best to use them. This session will explore how to convert capital markets data into legitimately actionable intelligence. The discussion will center around how access to key data and insights can empower IROs to exist in a state of pro-activity, turning this previously inaccessible knowledge into action. Our panel of IR practitioners will share their experience and successes in keeping their IR programs ahead of the curve by leveraging the data and analytics you already have.

International NDRs: Looking Beyond Home Markets

11:15 - 12:00 p

International NDRs: Looking Beyond Home Markets

A statistical look into the value of international capital markets. Join us on this session as we tackle questions such as "should you invest time targeting global pools of capital?" and "Where to look and how to make contact?" Looking outside the home market can feel like a foreign concept so let our panel of specialists demystify the art of international NDRs and hear from a company that has gone offshore successfully.

1:1 Product Training

11:15 - 12:00 p

1:1 Product Training

12:00p

Leveraging LEAN Methodology to Establish Efficient IR Processes

12:00 p - 12:45 p

Leveraging LEAN Methodology to Establish Efficient IR Processes

While a focus on IR strategy is imperative, often the devil is in the details when it comes to driving program success. In 3 short and informative sessions, experts will address how IROs can create LEAN processes that increase efficiency and reduce stress around key tactics and events. Following a short tutorial on LEAN principles, strategies and methodology, these 15-minute sessions will explore key IR processes, including earnings, annual meetings, board meetings, and investor days, to help uncover opportunities for process improvement with LEAN strategies. Our experts will share their experience in building and executing seamless plans, how to deploy value stream mapping, and utilizing best practices for establishing efficient IR processes.

Always Be Closing, and Other Sales Strategies

12:00 p - 12:45 p

Always Be Closing, and Other Sales Strategies

The role of the IRO may actually be more of a sales role than many of us care to admit. And while finance, communications, marketing, and strategy are all important skills for IR success, employing a sales orientation could take your program to the next level and improve your bottom line. In many ways, you already see the investor as your customer, so it stands to reason that applying a sales strategy is a good way to increase ROI. And, extending this sales approach to the sell-side community further builds upon that same premise. What if we treated the sell-side community as an extension of our “sales team?” Isn’t building on this sales approach is very likely to increase your ability to secure high-quality investor meetings? In this session attendees will hear from both IROs and sales leaders who will not only identify the parallels between the two disciplines but also share best practices for immediately adopting successful sales strategies in your own IR program to help you target, engage and close like the best of them.

1:1 Product Training

12:00 p - 12:45 p

1:1 Product Training

12:45p

Architecting a Successful NDR Within the New IR Reality

12:45 - 1:30 p

Architecting a Successful NDR Within the New IR Reality

The declining role of the sell-side is causing a significant disruption of the investor marketing landscape – one that will impact nearly every tool in the IRO toolkit, including NDRs. This session will address that impact as well as how it necessitates a new perspective on and approach to NDRs. Our panel of experts will discuss how to leverage new data tools, techniques and resources to organize to an effective and efficient NDR within this new reality. Focused on maximizing the time and effort associated with this IR tactic, panelists will share actionable advice relating to better planning and targeting, optimizing engagement and maximizing management’s valuable time.

The Future IRO: Evolving Competencies of the Role

12:45 - 1:30 p

The Future IRO: Evolving Competencies of the Role

The IR role has changed from the administrative function of decades ago, transforming into the highly strategic and analytical position it is today. As your function becomes a more integral and valued role within public organizations, the requirements and expectations of the IRO position continue to evolve. Significant functional changes, including the convergence of IR and governance will have an increasingly significant impact on these roles going forward. Join us to explore the likely skills, tools, and competencies of the IRO role over the coming years. A panel of IROs will share their thoughts on what the future looks like and how to stay ahead of the game.

1:1 Product Training

12:45 - 1:30 p

1:1 Product Training

2:30p

Departure

2:30p

Departure