Nasdaq Investor Relations Forum
Wednesday, January 19, 2022

Join us for the 2022 Nasdaq IR Forum, bringing together leading Investor Relations Officers and members of the capital markets to discuss the latest trends and challenges the community is facing.

In our latest IR Pulse survey, we heard from over 700 IR professionals on their challenges, opportunities, and priorities for the year ahead. During the forum, you’ll have an opportunity to hear from your IR peers and the buy-side as they discuss their strategies, expectations and the impact of ESG for investor engagement in 2022, and more.

Agenda (reflected in EST)

12:00PM Opening Remarks
          Speaker: Nelson Griggs

12:05PM Focus on 2022
          Moderator: Massud Ghaussy
          Panelist: David Kelly, Ed Yardeni, Michael Kantrowitz, Savita Subramanian

Markets focused panel with some of the best market strategists touching on market themes, investment landscape, strategy, central banks, earnings, inflation, and ESG. How should investors be positioned and where will capital flow this year?

1:00PM Engaging & Executing in 2022
          Moderator: Stephanie Bui
          Panelist: Jocelyn Cheng, Mark Swartzberg, Walter Pritchard
With various locations and formats for IR meetings, expectations are shifting for issuer participants. This panel will focus on the ongoing evolution of investor engagement, including meeting frequency, corporate participants, and ESG. 

Please fill out the form to register for the event:

Thank you for registering. Please check your email for the confirmation and webinar details. 

If you have any questions, please email us at [email protected].

19
J A N U A R Y
12:00 PM EST
9:00 AM PST

Locations

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Question?

Contact our team at [email protected].

image1 Nelson Griggs, Executive Vice President, Corporate Platforms, Nasdaq
image2Massud Ghaussy, Lead Advisory, Corporate Solutions, Nasdaq
image3David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
image4Dr. Ed Yardeni, President & Chief Investment Strategist, Yardeni Research
image5Savita Subramanian, Head of Environmental, Social & Governance (ESG) Research, Head of U.S. Equity & Quantitative Strategy, Bank of America Global Research
image6Stephanie Bui, Head of Investor Engagements, Nasdaq
image7Jocelyn Cheng, Head of Corporate Access, Capital Group
image8Michael Kantrowitz, Chief Investment Strategist, Cornerstone Macro
image9Walter Pritchard, SVP, Investor Relations, Palo Alto Networks
image10

Mark Swartzberg, VP, Investor Relations, Reynolds Consumer Products

image11Speaker Name
Speaker Info Here
image12Speaker Name
Speaker Info Here

Nelson Griggs
Nelson Griggs is President of the Nasdaq Stock Exchange and Executive Vice President of Nasdaq’s Corporate Platforms business. He oversees new listings and capital markets, our governance and investor relations solutions, and global business development and relationship management with the 4,000 companies on our listing markets around the world.

He also serves as a board member of the Nasdaq Private Market, where he advises on strategy and operations.

He served as Senior Vice President of New Listings and Capital Markets in the U.S. and Asia, attracting some of the highest-profile IPOs and transfers to Nasdaq. Since joining our company in 2001, he has held in a range of leadership roles within the Listing Services unit including: Senior Vice President, Listing Services, where he was responsible for our U.S. listings business and corporate solutions sales; and Head of Asia Pacific.

Prior to joining Nasdaq, Nelson worked at Fidelity Investments and a San Francisco-based start-up. He graduated from Denison University in Granville, OH.


Massud Ghaussy
Massud Ghaussy, CFA, is the author of a widely distributed newsletter, Markets Outlook and also runs Nasdaq's Utilities and Renewable Energy practice at Corporate Solutions. Prior to Nasdaq, Massud spend several years in sales in the quants space in both NYC and Tokyo for Refinitiv. Massud began his career in Tokyo with the investment banking division of Merrill Lynch and spent over 9 years in both the buy and sell side covering the Japanese markets.

Dr. David Kelly
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

Dr. Edward Yardeni

Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, PrudentialEquity Group, and Deutsche Bank’s US equities division in New York City. He was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and EF Hutton. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C.

Michael Kantrowitz
Michael heads the Portfolio Strategy team at Cornerstone Macro. Michael’s expertise includes identifying changing trends that influence business cycles while providing forward-looking investment recommendations on global asset allocation, sector positioning, stock selection and portfolio construction. Buy-side investors ranked Michael as one of the top 3 Portfolio Strategists in the Institutional Investor Magazine All Americas Research poll in 2020.

Earlier, Michael was the Director of Portfolio Strategy at Wolfe Trahan & Co. and a Managing Director at International Strategy and Investment Group (ISI). During his time at Wolfe Trahan and ISI, Michael helped build out the Portfolio Strategy and Quantitative Research products.

Michael began his career in equity research at Merrill Lynch & Co. in the Investment Strategy department. He holds a Bachelor of Science degree in Financial Economics from Binghamton University and is a CFA Charterholder.

Savita Subramanian

Savita Subramanian is a managing director, head of Environmental, Social & Governance (ESG) Research and head of U.S. Equity & Quantitative Strategy at BofA Global Research. She is responsible for recommending U.S. sector allocations for equities and determining forecasts for the S&P 500 and other major U.S. indices, as well as developing and marketing the firm’s quantitative equity strategy to institutional and individual clients. She also leads Global Research’s Environmental, Social and Governance (ESG) efforts.

Subramanian has been with the firm since 2001. She has been a ranked analyst in the Institutional Investor survey for the last nine years. Prior to joining the firm, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco.

Subramanian frequently appears in television and print journalism, and is a regular guest speaker at financial conferences. Subramanian is on the board of the UCLA Mathematics & Finance program and on the membership committee of Q Group. She is also a member of the Chicago Quantitative Alliance, the Society of Quantitative Analysts and Women on Wall Street.

Subramanian received a bachelor’s degree with a double major of mathematics and philosophy with honors from the University of California at Berkeley and an MBA with a concentration in finance from Columbia University. She remains actively involved in the Columbia Business School alumni organization.


Stephanie Bui

Head of Investor Engagement, Americas Central & West

Stephanie leads Nasdaq’s investor engagement practice for the Western and Central regions. Prior to Nasdaq, she spent over 10 years in Investor Relations across companies including Stitch Fix, Ross Stores, and Cisco. Earlier in her career, Stephanie spent several years in private wealth management and in the Corporate Advisory group at Thomson Reuters.

Jocelyn Cheng
Jocelyn Cheng is the Head of Corporate Access at Capital Group, home of the American Funds. Prior to joining Capital in 2019, Jocelyn worked in the sell-side industry at Sanford Bernstein for over a decade where she founded the Corporate Access product and team, and previously was at Gerson Lehrman Group (GLG) and FactSet. She holds a bachelor's degree in economics from Cornell University. Jocelyn is based in Los Angeles.

Mark Swartzberg
Mark joined Reynolds Consumer Products (RCP) as Vice President in April 2020, shortly after the Company’s successful IPO, registered as Nasdaq: REYN. He brought leadership skills to design and build the company’s investor relations program, advance investor & analyst understanding of RCP, and inform RCP leaders of investor perceptions and recommendations.

Mark began his career in investment banking and became a widely followed sell-side analyst covering beverages and other consumer staples sectors for Stifel Financial and other Wall Street brokers over the period 1998 through 2018. In 2018, he became Molson Coors’s head of investor relations, beginning his career as an investor relations officer.

Mark also serves on the boards of non-profit organizations dedicated to family formation and higher education. He earned his BA from Duke University and MBA from Harvard University.

Walter Pritchard
Walter Pritchard joined Palo Alto Networks in March 2021 after over 20 years providing investment research, capital raising and financial advisory related to the software industry, including cybersecurity. Prior to Palo Alto Networks, he led Citibank's global software industry equity research where his team provided thought leadership across 60 companies spanning cybersecurity, software-as-a-service-cloud infrastructure, applications software, big data/analytics and vertical software, ranging from small to mega-cap companies. Walter and the team were consistently ranked in Institutional Investor's All-America poll and recognized for stock-picking and estimate accuracy. Prior to joining Citibank in 2009, Walter held similar roles in equity research at Cowen and Company and SoundView Technology Group. He started his career in investment banking, providing capital raising and financial advisory software companies. Walter Earned his undergraduate degree (chemistry) from Pomona College and is a CFA Charterholder.


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