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Summary
Despite consistent efforts to attract investors by participating in industry conferences, non-deal roadshows and organizing Investor Days -- meeting and converting appropriate investors remains a challenge for Investor Relations teams. Alongside the diligent execution of traditional IR programs, the evolving capital markets landscape necessitates incorporating innovative and effective solutions.
S&P Global Market Intelligence in conjunction with Rose & Company is pleased to host an expert panel to discuss the evolving landscape of investor engagement and successful shareholder management and acquisition. The panel will discuss a range of critical topics, including:
- The challenge of attracting and engaging long-only shareholders.
- How to best develop relationships with buy-side teams.
- Understanding the true addressable market for your investment story.
- How to identify and correct inefficient uses of resources and time.
- Corporate access vs. investor access.
- The importance of fundamental investor targeting.
- Why investor feedback matters.
Please join our panel on November 9th to hear them discuss these topics and more and to field your live questions.
Moderator
Martin Railton
Head of Advisory EMEA, Investor Relations Solutions
Martin runs the Advisory desk for EMEA, providing guidance to Corporates with regards to investor behaviour and engagement.
Martin runs the Advisory desk for EMEA, providing guidance to Corporates with regards to investor behaviour and engagement. During his 11 years with the company he has provided guidance to clients across EMEA, covering the full range of S&P Global Market Intelligence. Those services include shareholder surveillance, investor targeting, capital flows insights, investor perception, and proxy solicitation. He has worked closely with the advanced analytics team, applying data science to S&P Global's unique datasets to provide more actionable intelligence to clients. Prior to joining the company, Martin was head of European research at the ratings agency and financial publisher, Citywire. Martin is a CFA charterholder.
Speaker
Simon Rose
Rose & Co.
CEO
Simon Rose is Chief Executive Officer and Co-Founder of Rose & Company, an investor access and capital markets advisory firm at the forefront of reimagining investor relations with an innovative approach to proactive shareholder acquisition and engagement.
Simon Rose is Chief Executive Officer and Co-Founder of Rose & Company, an investor access and capital markets advisory firm at the forefront of reimagining investor relations with an innovative approach to proactive shareholder acquisition and engagement. Drawing from his 25-year tenure on Wall Street, Mr. Rose recognized a pivotal shift in the capital markets and pressing need for modernizing conventional investor relations methods. In response to this, Rose & Company was born. The firm deploys broad and diverse industry expertise and long-standing relationships across 1,500+ global asset managers on behalf of its clients in a unique process to shareholder building, paving the way to long-term valuation creation.
Elizabeth Librizzi
Alliance Bernstein Asset Management
Head of Corporate Access & Advisory Services
Elizabeth Librizzi is a Senior Vice President and Head of Corporate Access and Advisory Services.
Elizabeth Librizzi is a Senior Vice President and Head of Corporate Access and Advisory Services. In this capacity, she oversees the advisory and resourcing relationships for the investment teams and managing the firm’s processes for corporate engagement. Prior to joining AB in 2019, She spent three years at Credit Suisse as head of US Corporate Access and 17 years at Morgan Stanley in a variety of advisory roles, including commission management, and institutional equity sales from 1998-2013, before being appointed head of corporate access in the Americas. Liz holds a BS in Economics from the University of Scranton.
James Davolos
Horizon Kinetics
Portfolio Manager
James is a Portfolio Manager at Horizon Kinetics, a $6B Long Only investor.
James is a Portfolio Manager at Horizon Kinetics, a $6B Long Only investor. James was acknowledged by the Wall Street Journal as Stock Manager of year in 2022. James joined Horizon in 2005 and currently serves as Lead Portfolio Manager at Horizon Kinetiks, a for the Inflation Beneficiaries ETF (INFL), and co-Portfolio Manager for the Internet Fund as well as several private funds and institutional separate accounts. He began his investment career with the Firm in 2005, as a member of the trading desk and joined the investment team in December 2006. James began his tenure on the investment team as a generalist analyst covering investment and research opportunities for various strategies managed by the Firm. James received a BBA in Finance from Loyola University in Maryland, and an MBA from New York University.
Event Support