NIRI SF Luncheon: Best-in-Class Investor Days

Description An Analyst Day represents a unique opportunity for an IRO to highlight, pivot, or reposition a company's investment story. It also represents one of the largest investments of resources in an IR program, making it all the more critical to get it right. Join us in conversation with experts from the buy-side and sell-side community and hear what they value most in both a live and webcast analyst day experience.


Wed, May 1, 2019, 11:30 AM PDT

11:30am - 12:00pm: Registration and networking
12:00pm - 1:00pm: Speaker and Q&A
Location Wine & Wall
One Market Private Dining
30 Steuart Street
San Francisco, CA 94105

Cyana Chilton - Capital Group: Cyana Chilton is an equity investment analyst at Capital Group with research responsibilities for diversified banks, asset management & custody banks, investment banking & brokerage and exchanges in the U.S. and Europe. She has five years of investment industry experience, all with Capital Group. Cyana began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in international relations from Stanford University. Cyana is based in San Francisco.

Ben Reitzes - Moelis & Company: Ben Reitzes is a Managing Director at Moelis & Company, where he provides strategic advice for clients in the global technology sector. He has over 25 years of banking experience cultivating relationships with tech leaders. At Moelis, Mr. Reitzes is responsible for M&A and Investor Communications advice for companies in data management, storage, systems and IT distribution sectors - as well as printing segments, such as 3D printing and packaging. He joined Moelis & Company from Barclays, and formerly Lehman Brothers, where he was a Managing Director, Global Sector Coordinator of Technology Research. He also served as the Senior IT Hardware & Telecom/Networking Analyst at these firms. In these roles, he led strategy and research teams across nine countries focused on the impact of cloud computing, virtualization, mobility, and other disruptive technologies. Prior to Lehman Brothers, he was Managing Director, Global Coordinator of IT Hardware and Senior IT Hardware & Imaging Technology Analyst at UBS Investment Bank. As an analyst, Mr. Reitzes was widely recognized for impactful stock recommendations and thematic research, ranked highly in Institutional Investor magazine research awards in multiple categories for 16 consecutive years, including being named one of the top 3 IT Hardware analysts for 10 straight years and the #1 Imaging Technology analyst for 6 straight years before joining Moelis & Company in 2015.

Mr. Reitzes holds a B.S. in Economics from Vanderbilt University.

Lisa Hartman - Redwood Trust: Lisa Hartman is senior vice president, head of investor relations at Redwood Trust where she is responsible for developing and overseeing the execution of the investor relations and corporate communications strategy. She previously worked at Juniper Networks where she held a variety of roles in investor relations, finance, and marketing and was most recently the senior director of investor relations. Lisa has over 13 years of IR experience spanning the technology and financial services industries and both large and small-cap size companies. Over the course of her career, she has hosted analyst days in the U.S, Asia, and Europe across a board scope of small and large-scale events. She currently serves as programs co-chair and is president-elect for the NIRI San Francisco chapter.

Ticket Prices SF and Nor/Cal Chapter members, $25/$30 (Early-bird/regular) General Admission, $45
Ticket price includes access to the event, buffet lunch, and beverages. Additional $10 walk-in fee the day of the event.