Navigating the Brave New World of Sell-Side Engagement

November 12, 2019 05:30 PM EST
  Domain 1:
Strategy Formulation
  Domain 4:
Marketing & Outreach
  Domain 8:
Capital Markets & Capital Structure

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5:30 pm: Registration and Cocktails
6:00 pm-7:15 pm: Program
7:15 pm-8:00 pm: Networking & Reception

Investor Relations professionals are increasingly challenged by the evolving investment landscape driven by the rise of passive investing, MiFID II, and the decline in sell-side coverage.

  • How do you manage investor meetings with MiFID II accounts?
  • How does sell-side engagement differ between bulge bracket and boutique firms?
  • What do you do when your best analyst drops coverage?
  • How do you balance buy-side corporate access requests with sell-side NDRs?

Join NIRI NY to help answer these questions. We’ll hear from two leading sell-side analysts and top IROs on how to successfully attract and retain analysts and how to navigate the buyside in this rapidly changing environment.


  • Gregory Lundberg, OUTFRONT Media: Senior Vice President, Investor Relations
  • Marci Ryvicker, Wolfe Research: Managing Director; Equity Research Team Leader covering Media
  • Heath Terry, Goldman Sachs: Managing Director; Technology, Media & Telecom Business Unit Leader; Senior Equity Research Analyst covering the Internet sector

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About Gregory Lundberg: Senior Vice President, Investor Relations, joined OUTFRONT Media in January 2014 prior to its IPO out of CBS Corporation. Greg also leads their Environmental, Social & Governance (ESG) committee. He previously lead IR at Clear Channel (IHRT, CCO) and Frontier Communications (FTR), prior to which he spent 20 years as a sell-side equity analyst and banker to the media and telecom industries at Morgan Stanley, Bear Stearns & Co., Banque Paribas, and The Bank of New York. He has a BA from Colby College, an MBA in Finance from New York University, and is a member of the CFA Society of New York and the National Investor Relations Institute. He has been ranked #1 and #3 Best IR Professional on the Institutional Investor All-America Executive Team, and was ranked the #1 stock picker and #2 earnings estimator for telecom services in the Financial Times/StarMine Global Analyst Awards.

About Marci Ryvicker: Marci Ryvicker is a prominent equity analyst having spent 16 years running the Media research practice as a Managing Director and Senior Equity analyst at Wells Fargo Securities with specific focus on diversified entertainment, broadcast, outdoor and cable/satellite. Her companies under coverage equate to ~$700B in market cap. Ms. Ryvicker began her career as a certified public accountant at PricewaterhouseCoopers, LLC after earning her Bachelor of Science in economics with a concentration in accounting from The Wharton School of the University of Pennsylvania. After 5 years auditing small companies aiming to go public, Ms. Ryvicker earned her MBA from Harvard Business School, and then happened to fall upon her position as a sell-side analyst at Wells Fargo Securities (then Wachovia), which she served between 2002 and 2018. Ms. Ryvicker is known for her deep bottoms-up analysis of the various media sub-sectors and is often cited in a wide range of publications. She is known for her expertise in broadcast (retrans, M&A, political and ATSC 3.0 are key themes) as well as outdoor and radio. She often keynotes industry conferences, presents to various Boards (both public and private) and has a strong presence in Washington D.C. Ms. Ryvicker is a certified public accountant and a CFA charter holder. She is also a member of the CFA Institute, the New York Society of Security Analysts, the American Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants. In her spare time, you can spot Ms. Ryvicker on the baseball field or at a swim meet with her two sons – and her latest feat is playing the drums.

About Heath Terry: Heath is a business unit leader for the Technology, Media and Telecom Group in Global Investment Research as well as the senior equity research analyst covering the Internet sector. He joined Goldman Sachs as a managing director in 2011. Prior to joining the firm, Heath was a managing director at Canaccord Genuity and senior vice president at FBR Capital Markets. Before that, he served as the director of Global Media and Internet Equity Research at Credit Suisse. Before joining Credit Suisse in 1999, Heath spent three years in international equity sales and trading with Merrill Lynch. Heath serves on the University of Alabama President's Cabinet and is a member of the Southern Environmental Law Center's Next 30 board. Heath earned an MBA from Columbia Business School and a Bachelor of Science in Finance from the University of Alabama. He also holds the Chartered Financial Analyst designation.

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