Domain 7:
Strategic Counsel and Collaboration
Domain 10:
Corporate Governance
5:30 pm Registration
6:00 pm Program
Cocktails & Networking
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In contrast to the headline trend of active to passive, a rising tide of progressive investment philosophies is expanding the role of activism. In 2018 YTD, activists initiated 145 campaigns, deploying an all-time high $40 billion of capital. Both active and passive investors underpin this trend. There are 112 full-time activist funds globally, but 662 investors made public demands in 2017; only 54 of these investors use activism as their main strategy. With the amplification of active portfolio management across the spectrum of active and passive funds, the need for proactive, strategic shareholder engagement is paramount.
The Strategic IRO will develop a framework to address strategy, governance, social, environmental and other advancing agendas throughout the investment community.
Panelists
Moderator
- Alexandra Deignan, Head of Investor Relations, Lazard
Key discussion topics:
- How should companies assess vulnerabilities from an investment perspective?
- What are the new trends in evaluating current shareholder profile, such as index concentration, stock lending and part-time activism?
- How should IROs tailor engagement tactics — materials, timing, participants — for different types of investors, such as index, active and quantitative managers?
- How do IROs strike the right balance between “self-directed” outreach and sell-side roadshows?
- Why should IROs integrate ESG issues into shareholder engagement?
- How should IROs incorporate governance outreach and consider direct engagement between the Board of Directors and shareholders?
- How should companies think about transitioning traditional IR discussions to more meaningful conversations about long-term strategic growth and corporate vision?
By addressing these topics, our panelists will accentuate best practices and practical solutions to further the quality of dialogue between corporations and their shareholders. Through this engagement, IROs will be better-equipped to foster strategic dialogue across the investment landscape.
This event is complimentary for NIRI New York members and $75 for non-members. Advance registration is required.
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