Title: Joining a Pre-IPO Company: what to do before, during, and after an IPO
Date: January 21, 2021
Time: 12:00-1:00pm PT
Location: Zoom - Click HERE to register
Price: Free
Description: Hear from experienced IRO's who have taken companies public about the decision they made to join a pre-IPO company, the initiatives they did to prepare a company to go public, the going-public process, and how they manage investor relations after being public.

Bonnie Hyun, Head of Technology Capital Markets at NYSE
Bonnie Hyun is NYSE Head of Technology Capital Markets and responsible for advising private technology companies on their IPO listing at the NYSE. Bonnie brings 15+ years of senior finance leadership primarily within the high technology industry and a unique end-to-end perspective from having taken companies public to managing investor communications and marketing post-IPO. Prior to joining NYSE, Bonnie held various roles within public and private technology companies as well as investment banking. Bonnie is a CPA and received her M.B.A from Berkeley’s Haas School of Business. 

Bill Choi, Senior Vice President of Investor Relations and Strategic Finance at Zscaler
Bill Choi is a Strategic Finance and Investor Relations leader with nearly 25 years of finance experience in corporate finance and capital markets roles. Bill is responsible for IR messaging, financial communications, and long-term financial planning.

Bill joined Zscaler in 2017 to prepare the company for its initial public offering and to establish its IR program. Prior to making the transition to investor relations, Bill spent over 20 years leading and building technology sector research practices at various investment banks including Jefferies, Janney, Merrill Lynch, and PaineWebber. Bill specialized in thought-leadership research across high-growth companies in networking, hardware, infrastructure software and cybersecurity industries. Bill is currently on the board of the National Investor Relations Institute’s (NIRI) Silicon Valley chapter. Bill graduated with honors from the Wharton School of the University of Pennsylvania, with a concentration in finance and management. Bill is a CFA Charterholder.

Richard Davis, Vice President of Investor Relations and Strategy at Unity Technologies
Richard Davis heads IR and Strategy at Unity, the world's leading real-time 3D development platform. He joined the firm in May 2020 and helped the firm navigate a successful IPO and subsequent earnings releases.

Prior to joining Unity, Richard's career as a sell-side research analyst spanned the emergence of the Internet in 1995, the 2000 dot com bubble, the crash that followed, and then the emergence of SaaS. Along the way he met with over 2,000 private companies, took 106 public, was ranked as the world's #1 analyst by TipRanks, held 2,200 investor meetings and accumulated 3 million airline miles. 

He is married, lives in Massachusetts, has walked every inch within a 2 mile radius of his house and looks forward to seeing people in real life at some point in 2021.

Nicole Noutsios, Founder of NMN Advisors
Nicole Noutsios has been running her own consultancy, NMN Advisors, for more than 20 years. During her 25 plus years in investor relations, she has provided over 100 pre-IPO and public companies investor relations and strategic communications counsel and has worked with companies in virtually every facet of investor relations, including IPOs, shareholder activism, M&A communications, global investor targeting and crisis communications.

Prior to consulting, she was the Director of IR for meVC / Draper Fisher Jurvetson’s (DFJ) public venture capital fund where she managed the public relations and investor relations departments. While at meVC/DFJ Fund, she assisted with the company’s $330M IPO on the NYSE.  Before working for the meVC/DFJ Fund, Nicole held IR and Finance positions at Infoseek and Imatron. 

For 13 years, Nicole volunteered as both an Officer and Director with the National Investor Relations Institute (NIRI) San Francisco and Silicon Valley chapters and for three years held the position of San Francisco NIRI President. Since 2006 she has been on the NIRI National Editorial Advisory Committee.  She has been a public speaker on the topic of disclosure, ethics, and investor relations strategic issues at the Annual NIRI National conference, PRSA San Francisco Chapter, and NIRI Silicon Valley and San Francisco Chapter.  Nicole is also a contributor to IR Update, a magazine specializing in investor relations. Nicole holds a B.S., Political Science and B.A., History from the University of California, Santa Cruz and completed additional studies at the University of Grenoble, France and University of Hull, England.

Moderator: Karen Sansot, Vice President of Investor Relations at Bill.com

Karen Sansot has 20 years investor relations and investment banking experience. She has developed top-ranked investor relations programs and led IR teams at large, mid, and small-cap companies across different industries.

Karen recently joined Bill.com, a financial operations software and B2B payments company, as Vice President and Head of Investor Relations. Previously, she was Senior Director of Investor Relations at Zendesk where the investor relations team was Institutional Investor-ranked #1 among small and mid-cap software companies for Best IR Team and #2 for Best IR Program and Best Analyst Day. Karen was previously Senior Director and Head of Investor Relations at LeapFrog, a children’s electronic learning company, and Director and Head of Investor Relations at Electronic Arts, an interactive entertainment software company. At EA, Karen built a top-ranked investor relations program that was recognized by Barron’s and IR Magazine as “Top 100 in the Country” and Institutional Investor-ranked #2 in the Software industry.

Karen was previously an investment banker at Montgomery Securities, BT (Bankers Trust) Securities, and Hadley Partners. During her banking career, she raised $12 billion in 32 debt and equity transactions for her clients, who were primarily in consumer and hospitality industries. She also advised clients on M&A transactions on both the buyside and sellside.

Karen holds a B.A. in Economics from UCLA and a M.S in Management from the Stanford Graduate School of Business. She is a Chartered Financial Analyst.

Sponsored by: NYSE, Inc.