Reminder NIRI DFW Luncheon, this Friday, April 24!

NIRI D*FW April Luncheon, Save the Date, April 24

Insights into the 2015 Proxy Season and Beyond

Join your fellow IROs and NIRI members in discussing the latest proxy season trends – particularly the record number of proxy access proposals this season – with some of the top minds on the topic.

Ted Allen, Director of Practice Resources for NIRI and Matt Orsagh, Director of Capital Markets Policy at CFA Institute will also cover notable issues including independent chair proposals, requests for more disclosure of corporate political activities, and growing concerns about board tenure and diversity. The pair will also share insights and engage the group in a discussion about how to effectively engage institutional investors on important corporate governance issues.

The CFA Institute is publishing a revised model CD&A template this spring; learn what’s new and how this template can help a company better tell its executive compensation story. The SEC plans to finalizes its CEO pay ratio rule later this year; don’t miss out on hearing about the expected compliance challenges for companies and what analysts and investors may be looking for in corporate disclosures.    


Ted Allen, J.D., Director of Practice Resources, National Investor Relations Institute

Ted Allen, JD, joined NIRI as Director of Practice Resources in May 2012. From 2004 to May 2012, he served as Governance Counsel and Director of Publications at Institutional Shareholder Services (ISS), where he also was the firm’s primary contact for North American press inquiries. He appeared on various ISS-hosted webinars and represented the firm at panels hosted by the American Bar Association, the Federalist Society, and other legal groups. 

Before ISS, he worked as a journalist for Bloomberg News, The, and newspapers in Florida and North Carolina. Ted received his law degree from Georgetown University and practiced law with Proskauer Rose.

Matt Orsagh, CFA, CIPM, Director of Capital Markets Policy at CFA Institute

Matt Orsagh is a director of capital markets policy at CFA Institute, where he focuses on corporate governance issues. He was named one of the 2008 “Rising Stars of Corporate Governance” by the Millstein Center for Corporate Governance and Performance at the Yale School of Management.

Friday,  April 24, 2015

11:30 a.m. – 1:00 p.m.

Lawry’s Prime Rib
14655 Dallas Parkway
Dallas, TX 75254