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Summary
Global companies have gone through tremendous change the past several years as a result of market volatility and uncertainty. Heading into 2024, now is the perfect time to step back and evaluate all aspects of your IR program to ensure you are well-positioned for success in the year ahead and beyond.
Our experts from the S&P Global Market Intelligence team for Investor Relations Solutions will discuss a range of critical topics, including how to:
- Build a robust story that connects with investors and maximize the impact of your IR communications (earnings calls, roadshows, conferences, investor days).
- Leverage data to measure the impact of your program and demonstrate ROI to your executive team and Board of Directors.
- Evaluate your capital allocation strategy and decide between reinvestment, dividends, share repurchase, and inorganic growth.
- Ensure that you are implementing best practices around ESG/Sustainability messaging, reporting, and benchmarking.
- Monitor for shareholder activism and prepare for the potential of an activist campaign in your stock.
- Understand how investors and IR teams are thinking about A.I. now and in the future.
Please join our panel on October 4th to hear them discuss these topics and more and to field your live questions.
Moderator
Michael Miller
Executive Director, Global Client Advisory & Thought Leadership
Michael Miller, Executive Director, Global Client Advisory & Thought Leadership at S&P Global Market Intelligence, brings over two decades of experience in capital markets and investor relations.
He provides strategic counsel to global clients, ensuring they are well-positioned to plan and execute all aspects of their investor relations programs. Before joining S&P Global, he spent five years abroad as Head of Investor, Media & Public Relations at National Bank of Abu Dhabi. Prior to that, he held various leadership positions in investor relations at renowned institutions including BNY Mellon, Dun & Bradstreet, Arthur Andersen and T. Rowe Price. Michael holds a bachelor's degree in Accounting from the University of Delaware and an MBA in Finance from the University of Maryland. He is also a CFA charterholder.
Speaker
S&P Global Market Intelligence
William Moebius
S&P Global Market Intelligence
Executive Director – Investor Relations, North American Co Head – Surveillance & Targeting, Investor Relations Solutions
Bill is a strategic Investor Relations professional with over 20 years of experience in the industry.
Bill is a strategic Investor Relations professional with over 20 years of experience in the industry. Prior to his current role as co-head of S&P’s North American advisory business, Bill oversaw the Tech, Media & Telecom team at IHS Markit and Ipreo. Bill’s core focus is on Capital Surveillance, Investor Targeting, Activist Defense, and broader IR Best Practice.
S&P Global Market Intelligence
Morgan Baccari
S&P Global Market Intelligence
Associate Director, Situational Analytics, Investor Relations Solutions
Morgan Baccari is an Associate Director on S&P Global’s Situational Analytics team, assisting companies with ESG benchmarking and targeting, as well as issuers considering significant changes, such as M&A activity, spin-offs, and capital allocation policy adjustments. Additionally, she works with banking and exchange partners to help with their clients’ overall investor outreach strategy.
Morgan Baccari is an Associate Director on S&P Global’s Situational Analytics team, assisting companies with ESG benchmarking and targeting, as well as issuers considering significant changes, such as M&A activity, spin-offs, and capital allocation policy adjustments. Additionally, she works with banking and exchange partners to help with their clients’ overall investor outreach strategy.
Kelly Stuart
Team Lead, Perception Analytics, Investor Relations Solutions
Kelly plays an integral role in relationships with clients in North America and EMEA with broad experience across industries and market caps and a particular focus on Sustainability topics.
Kelly plays an integral role in relationships with clients in North America and EMEA with broad experience across industries and market caps and a particular focus on Sustainability topics. She works with a variety of stakeholders to conduct in-depth qualitative research that is used by IR and management teams to shape corporate strategy and messaging and inform decision making. In addition to working with global clients that include many of the world’s best-known brands, Kelly has also participated in panels at industry conferences presenting on research findings and best practices and is an active leader in S&P Global’s Women’s Initiative for Networking and Success (WINS). Kelly holds a Master of Science degree in International Development from the University of Edinburgh and a Bachelor of Arts degree in Political Science and Communications from the University of North Carolina at Chapel Hill.
Event Support