NIRI Annual Conference

I am happy to announce that I have been asked by the National Investor Relations Institute’s Investment Process Subcommittee to speak on a panel at the upcoming NIRI Annual Conference.

The name of the session is “The Changing Sell Side, and Buy Side Expectations of the IRO.”

The learning objectives for this panel include:

• Better understand why research quality and depth has declined over past several years;
• Understand impact on company as fundamental value drivers may not be well understood;
• Learn typical information gaps and blind spots resulting from diluted sell side coverage;
• Methods IROs can use to increase interaction and impact with the buy side.

During my years on the buy side I lived through many of the events that have changed the way that the buy and sell side operate with each other. I have also written a white paper on this topic, and am very excited to share my knowledge with others.

If anyone has any thoughts or comments related to this topic that you would like me to consider or share, please leave me a comment.