| Join us on March 20th to learn about ways to expand and augment your investor targeting efforts as an IRO, with tips and methods on how to take your investment story to a broader audience. The discussion will be focused on providing unique insights and information on how to best reach long-only, high quality investors. If you are working with or without the sell-side as a key factor to your Investor targeting, this discussion will focus on how to be thoughtful and effective when targeting investors.
NIRI Virtual Chapter board member, Caspar Tudor (Head of IR at Waters Corporation), will be moderating the discussion. We have assembled a great group of panelists from AllianceBernstein, ICR, and the New York Stock Exchange to round out the discussion. Our panelists will be sharing their knowledge and experiences from the buy-side, sell-side, advisory and listings. Learning Objectives: After participating in this program, attendees will be able to:
- Find additional (and effective) ways for your company to reach investors
- Maximize the efforts of the corporate access teams at buy and sell side firms
- Leverage other relationships and service providers to augment targeting efforts
Moderator:
Caspar Tudor Head of IR Waters Corporation
Caspar Tudor is Head of Investor Relations at Waters Corporation, a publicly traded $20B market cap life science tools company located in the Boston, Massachusetts area. Prior to his career in IR, Caspar was on the buy-side, having worked at J.P. Morgan and Alex. Brown providing institutional investment management. Caspar is a member of the National Investor Relations Institute (NIRI), Council Member of The Manufacturers Alliance, and serves on the Professional Development Board Committee of the NIRI Virtual Chapter. Academically, Caspar attended the Marshall School of Business at the University of Southern California and holds a Bachelor's Degree in International Relations & Global Business.
Speakers:
Jacqueline Wilhelmy Head of Corporate Access and Advisory AllianceBernstein
Jacqueline Wilhelmy is a Vice President and was appointed Head of Corporate Access & Advisory Services in 2024. In this capacity, she oversees the advisory and resourcing relationships for the investment teams as well as manages the firm's processes for corporate engagement.
Since joining AB in 2006, Jackie has held a variety of advisory roles including commission and broker management. Previously, she worked at Skadden, Arps, Slate, Meagher & Flom in both its litigation and corporate departments. Jackie holds a BS in marketing with a minor in business law from Bentley University. Meaghan Montegari
Managing Director of Access ICR
Meaghan Montegari is responsible for a best-in-class investor access program for ICR. With over a decade of direct experience in corporate access and investor analytics, Meaghan has worked closely with corporates to identify potential shareholders, execute roadshows, assist in mergers, spins, acquisitions and coordinate major conferences.
Prior to joining ICR, Meaghan spent the majority of her career working on the sell-side at Citi, Bank of America/Merrill Lynch, Scotia Capital and, most recently, Wells Fargo in both equity sales and corporate access roles. Over the past ten years at Wells, Meaghan worked on a top ranked II team, where she handled every facet of the corporate access role; her primary focus was investor targeting and analysis.
William O'Brien
Director of Global Listings New York Stock Exchange
William O'Brien is a Director and Head of Investor Access at the New York Stock Exchange (NYSE). As a member of the Global Advisory team, Will is directly responsible for the planning and execution of the NYSE's virtual conference program. In 2023, he also helped launch the NYSE's European Investor conference, which is held in association with Bank of America. Prior to joining the NYSE in 2020, he was a Managing Director of Equity Sales and Trading at Sandler O'Neill + Partners. Will is a graduate of Williams College with a B.A. in Economics and a CFA charterholder. Register here
Fees:
Virtual Chapter Members: 0
Partner Program Members: 0
Virtual Chapter Sponsors: 0
Non-Virtual Chapter Member or Guest: $35* *Due to administrative and processing costs, this fee is non-refundable  The NIRI Virtual Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continu ing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding administrative policies such as program concerns, complaints or refund policies, please contact the Virtual Chapter Administrator at 864-384-3265 or via email at NiriChapterOperations@outlook.com
| CPE credit: 1 hour | Program Level: Basic | | Field of Study: Specialized Knowledge | Advance Preparation: Computer access and webinar link | | Prerequisite: None | Delivery Method: Group-Internet based |
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Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per meeting/webinar. IRC-credentialed speakers may also earn PDUs. More information is available at Domain #3: Domestic Marketing and Outreach
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| | Domain #4: IR Planning, Implementation and Measurement |
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Note: Domain number(s) referenced above correspond to the 10 core competency domains that make up the IR Competency Framework outlined in NIRI's Investor Relations Body of Knowledge. |
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