Daniel Briggs Named Chair of the SRT Steering Committee; Wendy Wilson is Vice Chair


Daniel Briggs will serve as the Chair of the 2024 NIRI Senior Roundtable (SRT) Steering Committee, and Wendy Wilson will serve as Vice Chair. Briggs is Senior Vice President, Investor Relations at Las Vegas Sands Corp. and Wil-


son is Head of Investor Relations and Corporate Communications, Orion S.A. New SRT Steering Committee members in 2024 include:


Heather Davis, Vice President, Investor Relations, EVgo, Inc.


Debbie Hancock, Vice President, Investor Relations, Hasbro, Inc.


John Sweeney, CFA, IRC, Vice President, Investor Relations, DXC Technology Company


RETAIL INVESTORS


The importance of redefining and reconnecting with retail investors.


BY KIMBERLY ESTERKIN


Look in the Mirror:You’ll See a Retail Investor


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investor relations. You might ask how one is supposed to instruct


I


children aged 5 to 12 about the mechanics of income statements, buyback policies, and Regulation Fair Disclosure, when investor relations is hard enough to describe to adults? Over the years, I’ve found that the best way to


explain my chosen career to anyone, no matter the age, is to begin broad, discuss the importance and history of the stock market, tie that into overall finan- cial literacy, and in a grand finale wow my audience with the wonders of leading a company’s investor communications effort. Signing up to speak for career day got me think-


ing more broadly about financial literacy. It’s not just students in need of education, but the general public. Ten I asked, “What about all those retail investors? Should investor relations professionals be better educating those individuals as well? Ten again, who are retail investors? Do we even know how to identify them?” If you conduct a Google search and type in “de-


fine a retail investor,” in less than a half a second you will get 29.4 million hits. In other words, it’s not a simple answer. While I may not be able to singularly define retail investors today, this article explores the multiple ways in which retail investors have been perceived over time; discusses novel tools available


IR UPDAT E ■ SPRING 2 0 2 3 19


recently spoke to a group of elementary school students at my son’s annual career day. This was my fifth year in a row talk- ing to children about pursuing a career in


Esterkin, Pondel and Koar Win DeWitt C. Morrill IR Update Editorial Excellence Awards


T


Current SRT Steering Committee members continuing to serve in 2024 include:


Karen Bergman


Friederike Edelmann, Vice President, Investor Relations, Central Garden & Pet Company


Elizabeth Higashi, (retired), formerly Vice President, Investor Relations & Sustainability, Herc Holdings Inc.


Lisa Kampf, CPA


Christina Kmetko, CPA, IRC, President, Evergreen Consulting & Associates, L.L.C.


Michael Steele, CFA, IRC, Vice President, Investor Relations, Zebra Technologies Corporation


Tripp Sullivan, President, SCR Partners, LLC


Amy Wakeham, Vice President, Investor Relations & Corporate Communications, ResMed


Wendy Wilson,Head of Investor Relations and Corporate Communications, Orion S.A.


Andrew Ziola, Vice President, Investor Relations, ONEOK, Inc.


Te NIRI Senior Roundtable Steering Committee defines and develops compelling and engaging experiences for SRT events, facilitates SRT networking, and works to broaden SRT awareness. Te SRT Steering Committee’s work culminates each year with the SRT


Annual Meeting, which is scheduled to take place December 4-6, 2024 at the San Diego Mission Bay Resort.


NIRI also thanks the SRT Steering Committee members who completed their volunteer service in 2023. Tey include:


Mike Houston, Managing Director, Lambert


Ruth Venning, IRC, Executive Director, Investor Relations, Horizon Terapeutics.


Patty Yahn-Urlaub, (retired) formerly Senior Vice President, Investor Relations, Constellation Brands, Inc.


hree NIRI members—Kimberly Esterkin; Evan Pondel, IRC; and Rebecca Koar—are winners in the


2024 DeWitt C. Morrill IR Update Editorial Excellence Awards, which recognize IR Update magazine articles written by NIRI members during the past year that address a significant issue in the field of investor rela- tions, are well researched, and well written. Te program honors DeWitt C. “Dick” Mor-


rill, who was one of the 22 founding members of NIRI, established in 1969. He was an extraor- dinary communicator who began his career as a reporter for Te Wall Street Journal and went on to spend many years as an investor relations professional. NIRI congratulates each of the winners and thanks all those who contributed articles to IR Update in 2023. Their winning articles include: Gold Winner “Look in the Mirror: You’ll See a Retail Investor,” by Kimberly Esterkin, Vice President, Investor Relations, ASGN Incorporated (Spring 2023 Issue) Silver Winner “Artificial Intelligence: Humans Are Still in Charge,” by Evan Pondel, IRC, CEO, Triunfo Partners (Spring 2023 Issue) Bronze Winner “Leveraging Technology to Enhance Investor Relations,” by Rebecca Koar, Senior Vice Presi- dent, Investor Relations, Ascend Wellness Hold- ings, Inc. (Winter 2023 Issue) IR


niri.org/ irupdate


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