Please join NIRI Florida as we welcome Jocelyn Cheng and Shari Bento to discuss the Capital Group's corporate access strategy, investment strategy, and the changing landscape of global corporate access.
We will get an inside look at their roles, the Capital Group organization, and how the team has been formed to best facilitate research, engagement and relationship building with their current and potential investments.
Topics will Include:
- The Capital Group organization
- Understanding Capital's investment process
- Small Cap - Bringing into focus
- Partnership with the sell-side
- COVID-19 Impact
- Virtual Access
- Impacts of MiFID II
- ESG
- Advice for IROs
Register and participate to get an interesting look at the changing landscape of global corporate access.
Speakers:
Jocelyn Cheng
Global Head of Corporate Access
Capital Group
Jocelyn Cheng is global head of corporate access at Capital Group, home of American Funds. She has 16 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Jocelyn worked as the global head of corporate access at Sanford Bernstein. She holds a bachelor's degree in economics from Cornell University. Jocelyn is based in Los Angeles.
Shari Bento
Head of Corporate Access, North America
Capital Group
Shari Bento is regional head of corporate access at Capital Group, home of American Funds. She has 17 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Shari was the director of corporate access at Stephens Inc. Before that, she was part of the global corporate access team at Citigroup in NY handling execution for the REIT and consumer sectors. Earlier in her career, she worked in institutional equity sales at Janney Montgomery Scott. She holds an MBA and a bachelor's degree in business marketing, both from Drexel University, Philadelphia. Shari is based in Los Angeles.
Moderator:
Christopher Agnew
SVP Investor Relations and FP&A
Wyndham Destinations
Christopher Agnew is SVP of Investor Relations and FP&A at Wyndham Destinations. Prior to joining Wyndham Destinations in 2018, he has 20 years of experience as a sell side research analyst in London and New York with Goldman Sachs and MKM Partners. Christopher is qualified Chartered Accountant (England & Wales) and holds the Chartered Financial Analyst, CFA, designation. He holds a Bachelor of Science degree from Bristol University, England. Christopher is based in Orlando, Florida.