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Summary
Recent bank woes and rising interest rates have increased uncertainty across many sectors, with capital markets particularly vulnerable. That coupled with stock markets are down, fears of a recession are on the rise, and many other macro challenges are facing issuers. Last year, a total of 1,026 investor activist campaigns launched, which is now the highest yearly total on record. Undoubtedly, Investor Relations (IR) teams are managing uncertainty on several fronts as they navigate 2023.
Join our panel of Analysts and Experts for a deep dive on investor activism, through the lens of data trends, experiential insights from a sitting IRO, with actionable insights from our Investor Targeting team. Fuel your IRO strategy, with the data and analysis to pivot your plans and outperform peers in 2023, and beyond, including:
- Institutional selling and stock price volatility driving a shake-up in top shareholder lists
- Address shareholder activism given recent market downturns
- Make informed decisions with proprietary forecasts and reports
Moderator
Carmen Lilly
Director, Product Management & Development
Carmen is the Market Development team lead for Corporate Solutions across the S&P Global business units.
Carmen is the Market Development team lead for Corporate Solutions across the S&P Global business units. She has been with S&P Global since 2009 and carries vast expertise in product management and development for several disciplines and segments.
Speakers
S&P Global Market Intelligence
Najy Nahkle
S&P Global Market Intelligence
Director, Investor Relations
Najy carries more than 15 years of experience in capital surveillance and targeting advisory services.
Najy carries more than 15 years of experience in capital surveillance and targeting advisory services. He is the Director of the Healthcare Capital Surveillance and Targeting Advisory team within S&P Global Market Intelligence. He also serves as Co-Head of the Activist Committee at S&P Global. Najy has vast expertise in investor relations best practices and possesses a deep knowledge of the capital markets. Najy is also experienced in identifying and tracking activist investors through broker accumulations, cash-settled swaps, and other derivative instruments.
Jack Spinks Spinks
Lead Investor Relations Efforts, Zymeworks
Jack is a finance professional who currently leads the investor relations efforts at Zymeworks, Inc, a biotechnology company based out of Vancouver, Canada. Jack spent the majority of his career in Houston, TX, where he lead investor relations for programs in the energy space along with spending time across many aspects of large finance organizations.
Jack is a finance professional who currently leads the investor relations efforts at Zymeworks, Inc, a biotechnology company based out of Vancouver, Canada. Jack spent the majority of his career in Houston, TX, where he lead investor relations for programs in the energy space along with spending time across many aspects of large finance organizations.
S&P Global Market Intelligence
Ken Shimokawa
S&P Global Market Intelligence
Head of Americas Sell-Side, Data & Research
Ken Shimokawa is Head of Americas Sell-Side for the Data & Research business at S&P Global Market Intelligence. In this role, he is responsible for leading product and market development focused on the Sell-Side segment. He has 15+ years’ experience in the information services industry and frequently speaks on industry webinars and has authored numerous research pieces on subjects including global equity capital markers activity, private equity and venture capital trends, and investor activism.
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