Lessons From the C-Suite: Successfully Leading in Times of Volatility Organizations in all sectors have recently experienced dramatic volatility driven by a variety of disruptive socioeconomic, geopolitical, technologic, and other factors. Tis session brings together c-suite executives to discuss how they’ve successfully led organizations


through times of disruption. 7


8


Ann O’Hara, President, North America, Huhtamaki


Dirk Locascio, Chief Financial Officer, U.S. Foods


9


Matthew Levatich, Former President & Chief Executive Officer, Harley-Davidson, Inc.


10


Patrick Davidson (Moderator), Senior Vice President, Investor Relations, Oshkosh Corporation


Navigating the Market with IR on the Front Line IR professionals must understand trading mechan- ics, trading trends, related regulatory developments and more. Equity market structure has undergone significant evolutionary change over the past several decades, and the SEC’s late-2022 market structure rulemaking proposals, if enacted, promise further fundamental transformation. Tis session will shed light on current market structure, proposed changes, intended and potential unintended effects on inves-


tors, and ultimately on the shares of public companies. 11


12


Jennifer Hadiaris, Managing Director, Head of Global Market Structure, Cowen


13


Kevin Tyrrell, Head of Equities Strategy and Research, NYSE


14 Phil Mackintosh, Chief Economist, Nasdaq 15


Brian Sullivan (Moderator), Senior National Correspondent, CNBC


Demystifying Hedge Funds and the Increasingly Confusing Buy Side


Te buyside is evolving and traditional labels in the industry no longer tell the whole story. Long-only in- vestors are integrating alternative products within their mandates and the big hedge funds are getting bigger


Joe Mecane, Head of Execution Services, Citadel Securities


Smile for Your Photo in the Headshot Lounge


When’s the last time you had a portrait photo taken? Take advan- tage of a free, convenient opportunity to have a high-quality portrait taken during the NIRI Annual Conference. Visit the NIRI Headshot Lounge in the IR Showcase to sit for a professional makeup session and a headshot by an expert portrait photographer. It only takes a few minutes.


by expanding the strategies they employ. Te “hedge fund” label is often used as a catch-all in the IR community to refer to “an institution that can short my stock” but alternative strategies and shorting is no longer a hedge fund-only practice. Tis session features key personnel from some of the more complex buyside


firms to discuss the evolution of their investment strategies and how this specifi- cally impacts their meetings with companies. It will also cover how investors short stock, why they do it, how it plays into their risk management, and strate-


gies around how to work with these firms. 16


17


Bill Wappler, Partner, Director of Research, Balyasny Asset Management L.P.


Edward Young, Head of Corporate Access & Research and Head of the London Office, Norges Bank Investment Management


18


Elizabeth Librizzi, Senior Vice President, Head of Corporate Access and Advisory Services, AllianceBernstein


19 Mark Pellegrino (Moderator), Chief Executive Officer, CorpAxe


Creating Systemic Change – Being the Change You Wish to See in the World Tis session shines a spotlight on people who have broken barriers and created systemic change in the world of finance, asset management, and investor rela- tions. Learn how they succeeded through their own passion, leadership and


sheer will to be the change they wished to see in the world. 20


21 Lisa Dyson, PhD, CEO and Founder, Air Protein


22 Meredith Sumpter, CEO, Coalition for Inclusive Capitalism 23


Margaret Foran (Moderator), Chief Governance Officer, VP and Corporate Secretary, Prudential Financial


Kim Folsom, Co-Founder, Chairperson, and CEO, Founders First Capital Partners


niri.org/ irupdate


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