Summary
Public companies continue to go through tremendous change because of volatility and uncertainty in the capital markets. Heading into 2025, now is the time to 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 and best practices including:
- Well-informed Investors and IR as a Proxy for Management are Critical to Success
- Credibility, Trust, and Long-Term Relationships are Key
- Responsiveness Differentiates Great IR Teams
- Valuation & Volatility Advantages are More Pronounced
- IR Upskilling has Accelerated
- Investor Engagement is Evolving
- IR Measurement is more Critical than Ever
- ESG – Now viewed as table stakes
- AI – Upside for IR & Need to Understand Buyside Utilization
Please join our panel discussion on October 9th to hear them discuss these topics and more and to field your live questions. We’ll also cover insights from leading IROs and Buyside perspectives from our recent updated report: IR is a Competitive Advantage.
Speakers
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.
S&P Global Market Intelligence
Qian Shin
S&P Global Market Intelligence
Executive Director, Perception Analytics
Qian is a lead consultant on perception studies for mid and large cap companies, using insights from market sentiment to help drive C-suite and Board-level decisions and manages teams based in London and Cape Town. Over the last decade on the team, Qian led the development of the Perception Benchmark Database and IR Advisory offerings. She is a thought leader in sentiment analysis and has presented findings from her research for global conferences and boards of directors of corporate clients.
Moderator
S&P Global Market Intelligence
Michael Miller
S&P Global Market Intelligence
Executive Director, Global Client Advisory & Thought Leadership, Investor Relations Solutions
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.