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23 Mar 2022 to 23 Mar 2022

El Prado Hotel, Palo Alto

IR Magazine Think Tank - West Coast

Morrow Sodali will be participating in the IR Magazine Think Tank – West Coast which will take place on Wednesday, March 23, 2022, in Palo Alto.   Our Global President, Adam Frederick, will be speaking on a panel entitled," "Trends to look out and prepare for in 2022: The rise of M&A and shareholder activism" along with Derek Zaba, partner, Sidley Austin and moderated by James Beech, editor in chief, IR Magazine.

This sessions will kick off the day of in-depth discussions with senior heads of IR with this keynote panel discussion on the macro trends affecting public companies. The session will set the scene with an update on developments in M&A activity, trends in shareholder activism and how IR teams can prepare for what is to come in 2022. 

This event is exclusively for CFOs, finance directors and senior investor relations officers. This format enables participants to discuss, debate and dissect topical issues affecting today’s IROs.  The event consists of a series of panel sessions followed by roundtable discussions on select IR issues. These interactive sessions are an opportunity to share experiences with and learn from other top-rated IROs. All table discussions are confidential, and none of the participants’ comments is attributed. This allows attendees to talk freely and have frank, open discussions.


At the event, we will discuss the biggest issues impacting public companies and their relationship with shareholders, including:

  • Capital market trends and M&A activity: Outlook for the economy
  • Changing nature of ESG reporting: SEC’s disclosure requirements
  • ESG best practice: Recruiting ESG-only roles into the IR team
  • New ways to target investors: Discuss software, tools and resources
  • Getting additional sell-side coverage: What is the new ‘normal’?
  • Investor messaging and marketing: Engaging retail investors
  • What are you missing? Running an IR team, managing up and coaching c-suite
  • Investor Q&A: Ask investors anything, buy-side expectations from IR teams

This event is exclusively for corporate, in-house, investor relations officers. Request your free invitation today to stay up-to-date with discussion topics and speakers. For more information please visit:

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