Finding Opportunity in the Sell Rating


Wednesday, November 12, 2014   11:30AM – 1:00PM

Location One Market Restaurant
1 Market St
San Francisco, CA 94105

Revisiting one of the most popular sessions at the 2014 NIRI Annual Conference, our November lunch explores the mechanics of the investment research rating system and how IROs can use the dreaded ‘Sell’ rating to improve interactions with both sell-side and buy-side analysts. Among the topics we discuss are:

  • What goes into a ‘Sell’ rating”?
  • What is the IRO’s role in dealing with sell-side analysts with ‘Sell’ ratings?
  • How can IROs market with a ‘Sell’ rating?


  • Michael Look, Vice President, Investor Relations and Corporate Treasurer, Shutterfly
  • Mitchell Schacher, Head of Corporate Access Origination – UBS
  • Keith Siegner, Equity Research Analyst, Consumer/Restaurants – UBS