Uncovering What Portfolio Managers Want From IROs

January 14, 2020 09:00 AM EST
  Domain 4: Marketing & Outreach
  Domain 7: Strategic Counsel & Collaboration

8:30 am: Registration

9:00 am: Program

10:15 am: Networking & Reception

Join NIRI NY as portfolio managers from some of the world’s largest asset managers provide their perspective on how IROs can build effective relationships with their investors in the changing investment landscape. The session will address:

  • What information is most important to a PM and how can IROs make sure they have it?
  • Are there common themes PMs wish companies would address more often?
  • How have PMs’ relationships changed with the Street and what does this mean for IROs?
  • What is a good hook to get PMs to attend a meeting with management?

MODERATOR: Matt Cino, Head of Strategic IR and Managing Director at PJT Camberview

Stay tuned for registration information!

SPEAKERS:

  • Russ Bloomfield, Columbia Threadneedle Investments: Russ Bloomfield is a senior analyst in Central Research at Columbia Threadneedle Investments, and is responsible for the Real Estate sector. Prior to this role, he was a co-portfolio manager for the Diversified Equity Income portfolio. Previously, he was a senior analyst responsible for Media and Internet. Mr. Bloomfield joined Columbia Threadneedle in 2001 as an associate analyst. Before that, Mr. Bloomfield worked as a financial analyst at Goldman Sachs. He has been a member of the investment community since 1999. Mr. Bloomfield received a B.S. from the Wharton School at the University of Pennsylvania. In addition, he holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.
  • Laura Huang, JPMorgan: Laura Huang, CFA, has 15 years of experience investing in equities on the buyside at JPMorgan Asset Management. Prior to joining the portfolio management team, Laura spent 12 years as an analyst specializing in Fintech and payments, as well as a broad range of sub-sectors within healthcare, industrials and financials. Laura graduated magna cum laude from New York University's Stern School of Business with dual degrees in finance and international business.

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