and shifting investor expectations.” Davidson, a NIRI Fellow and Senior Vice President,


Investor Relations, Oshkosh Corporation, added, “Despite all this change, our community has stayed strong, showing incredible adaptability and a com- mitment to excellence.” Kelly McGeehan, SVP, Head of Markets, S&P Global


Market Intelligence and Vice Chair of the NIRI 2024 Annual Conference Committee, noted that the con- ference served as “a platform for robust discussions, insightful presentations, and invaluable networking. We were privileged to have distinguished speakers, industry leaders, and subject matter experts sharing their perspectives on the most pressing issues facing investor relations today.”


Economic Trends Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, provided a look into global macroeconomic trends to learn what’s driving investor expectations and decisions in the session, “Trends and Challenges: Assessing Chang- ing Investor Sentiment in the Current Economic


niri.org/ irupdate


Climate.” He was interviewed by NIRI Chair-Elect Alexandra Deignan, Head of Global Treasury, IR & Sustainability, Lazard, Inc. Drawing on results from the S&P Global Investment , which surveys 300 investors of all


Manager IndexTM


sizes each month, he noted that the appetite for risk, which hit the highest level in more than two years in May 2024, still remains above average compared to the past two years. Survey respondents in June 2024 were split on their outlook for the U.S. economy during the com- ing year—39% foresaw mild growth, 28% predicted no recession, and 31% believed the nation could experience a mild recession. Investor relations professionals at the general session also voted on what they see ahead—53% saw inflation as the biggest risk to company earnings and predicted moderate growth ahead; only 6% saw a potential recession. Williamson noted that the political environ-


ment—especially international wars and ongoing tensions—is the biggest drag on equities. As for positive drivers of equities, he noted the


IR UPDAT E ■ S UMMER 2 0 24 1 5


NIRI 2024 Annual Conference Vice Chairs David Calusdian (left) and Kelly McGeehan (center) joined Conference Chair Pat Davidson (right) to emcee a powerful lineup of speakers.


The NIRI Board of Directors welcomed NIRI members and friends to the NIRI 2024 Annual Conference.


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40