Investor Outreach is a critical element of an IR program. Carefully developing an IR Marketing plan will help you improve your program’s effectiveness while optimizing you and your management team’s time.

Join us as we:

• Share best-in-class strategies for developing an annual IR marketing program
• Explore technologies to track and measure IR activity and progress towards IR marketing goals
• Review tools and techniques to utilize in outreach program development

Learning Objectives. After completing this program, participants will be able to:

• Develop a marketing strategy
• Optimize management's time spent with investment community
• Measure the effectiveness of marketing activities and the overall program

The webinar will also include a Q&A segment.  Please submit your questions in advance to NiriVirtualChap@bellsouth.net with ‘Question for upcoming NIRI VC webinar’ in the subject line. Or on Twitter to @NIRIVC

Panelists:

Kyle P. Artz
Manager of Investor Relations
Coca-Cola Company (TCCC)

Based in Atlanta, Georgia, Kyle assumed his current role in August 2016 after two years abroad as a Principal International Auditor for TCCC.  During this time abroad, Kyle led large-scale projects in Russia and Eastern Europe, Japan, China, Southeast Asia, Sub-Saharan Africa, and Latin America.  Prior to the international assignment, Kyle was a Principal Auditor for TCCC based in Atlanta and responsible for engagements across the North American Continent.  He also spent four years an an external auditor for PwC, primarily serving clients in the industrial products and financial services industries.  Kyle holds a Bachelor of Science degree in Accounting, a Bachelor of Science degree in Business Finance, and a Master of Accountancy degree, all from Florida State University.  He is an active Certified Public Accountant in Florida and Georgia.

Ari Davies
Director of Global Markets Intelligence and IR Advisory
Ipreo LLC

Ari specializes in providing clients with strategic counsel and a view of their industry and market with expert insight into IR strategy, objectives, shareholder movements, investor perception, the investment community and equity market developments.  Ipreo’s corporate teams are providing intelligence and advisory services to clients covering over 60% of the Dow, over 40% of the S&P 500 and over 40% of the NASDAQ 100.  Ari joined Ipreo in 2006 and is a graduate of Union College with a BA in Political Science and a minor in History.

Justin Vieira
Director and Global Head of Corporate Analytics
Ipreo LLC

Justin focuses on global investor targeting and predictive shareholder analyses in addition to broader advisory services and shareholder intelligence. He has advised numerous clients on proposed Dividend, M&A and Spinoff situations with a focus on shareholder base impact in terms of both risk and opportunity. Justin has been with Ipreo since 2004 through a predecessor company, i-Deal. His first role was with the Capital Markets Analytics Team, servicing Investment Banking clients on matters including deal/non-deal roadshows and new issuance analytics before starting the Corporate Analytics Group at Ipreo. Justin is a graduate of Bucknell University with a BS/BA Degree in Business Management and minor in Economics. He is currently President of the NIRI Triangle Chapter.

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