NIRI DFW relies on its leadership to curate events, contribute to best practice sharing and to be the conduit concerning issues impacting public companies between their company and NIRI National. Positions are voluntary and terms are one year.
Below are the officers and directors for the 2023 – 2024 term year.
Liz Kline, Principal and Vice President, Account Services, Eisenberg; President
With over 30 years of experience in the creative and marketing industry nationwide, including over 20 years with Eisenberg, Liz Kline has worked with a client base that spans most industries. Liz is responsible for directing account services and new business efforts for Eisenberg, we well as running the Dallas office. She serves as senior manager on major projects, including investor communication, ESG reports, corporate websites, corporate branding and annual reports.
Liz began her career at KIDSNET, a nonprofit organization in Washington D.C., specializing in the development of educational curriculum materials for children’s television. She then worked for Bremmer & Goris Communications, a design studio in Alexandria, Virginia. She has a bachelors degree in political science from Davidson College and an MBA from the George Washington University. Liz has been a member of the National Investor Relations Institute (NIRI) since 1998 and was the 2007 past president of the NIRI DFW Chapter and has chaired several Southwest Regional Conferences, and has received three NIRI Chapter Leadership Awards.
Mac Schmitz, Vice President, Matador Resources; Executive Vice President
Mac Schmitz is Vice President – Investor Relations for Matador Resources Company (NYSE: MTDR), an independent oil and natural gas exploration company headquartered in Dallas, Texas. Mac helped Matador go public in 2012 and has seen the company grow its market cap from less than $500 million in 2012 to over $6 billion during 2022. Today he is a member of the diverse and highly experienced financial planning team supporting the CFO’s responsibilities, as well as the disclosure committee.
His training and background is in investment banking working previously for KeyBanc Capital Markets and Marsh, Berry & Company, Inc. He earned a BBA in Finance, with a focus on Investments, from Ohio University and holds the Investor Relations Charter (IRC) credential. He is a loyal Cleveland and THE Ohio State sports fan and enjoys spending free time with his family and friends.
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Brian Brungardt, Director of Investor Relations, EnLink Midstream LLC ; Treasurer
Brian Brungardt is Director of Investor Relations for EnLink Midstream LLC (NYSE: ENLC), an integrated midstream infrastructure and CO2 transportation company headquartered in Dallas, Texas. Brian is responsible for all aspects of communicating with the financial community, including managing the earnings process, engaging with current and potential investors, corporate message development, and ESG initiatives. Brian has over 15 years of finance experience with roles in sell-side equity research and portfolio management.
Brian received a B.S. in Finance from Saint Louis University. He is also a Charter Financial Analyst (CFA) charterholder. Brian has been a member of the National Investor Relations Institute (NIRI) since 2021 and was recently recognized as part of the NIRI 2023 Class of Rising Leaders Under 40. Brian, along with the Investor Relations team, has been ranked as one of the best Investor Relations Offers and best IR departments for the Midcap Natural gas and MLP category by Institutional Investor magazine.
Brook Wootton, Senior Director, Investor Relations, Albermarle Corporation; Membership Director
Brook Wootton is Senior Director, Investor Relations for Albermarle Corporation. Before joining Albermarle, Brook was vice president of investor relations for Primoris Services Corp (PRIM). Prior to joining PRIM, Brook was vice president of investor relations for InfraREIT, Inc. and Hunt Utility Services, LLC (HUS) until the company was sold in late May of 2019. With more than 20 years of investor relations experience, Brook has guided multiple companies through their initial public offerings, including InfraREIT, a utility-focused REIT that was externally managed.
Prior to joining HUS in 2014, Brook was director of investor relations and corporate communications for LINN Energy. Her previous experience includes investor relations management positions with Noble Corp and Weingarten Realty Investors, as well as a consulting role with Hill & Knowlton, where she counseled high-profile corporations including Compaq and Continental Airlines. Her work has been nationally recognized with awards for investor relations as well as internal and external communications. She recently served on the National Investor Relations Institute (NIRI) board of directors (2020-2023) and is a member of the NIRI Senior Roundtable. Brook holds a Masters in Business Administration and a Masters in Technology Management from the University of Phoenix, a Bachelor of Science from Texas State University and the Investor Relations Charter(r) credential.
Fatma Sardina, Treasury Intern, Copart; Programs Director
Economist and statistical analyst deeply immersed in the world of research with expertise spanning various domains, including investor relations, financial markets, urban development, public policy, and transit utilization.
In 2021, I entered the world of investor relations with roles in consulting as well as internal finance. I served on the 2023 National Investor Relations Institute Annual Conference Committee as well as currently serve on the 2024 conference planning committee. This experience has solidified my commitment to the investor relations career path and played a significant role in motivating me to pursue a master’s program in finance, which I am currently undertaking at the University of Texas at Dallas.
Public policy work includes being a key contributor to a significant public policy research project, centered on investigating the impact of public transportation on congestion, and published by Reason Foundation.
Throughout my career, I’ve also worn the hat of an associate faculty member in economics at several respected institutions, including Collin Community College and Austin Community College. What truly drives me is my ability to translate the complexities of economics to my students, enabling them to comprehend the everyday macroeconomic decisions that shape our world.
My academic journey commenced with the completion of a master’s degree in economics from San Jose State University in 2007. Recognizing the importance of lifelong learning, I pursued further education and obtained a postgraduate degree from the University of Texas at Austin, with a specialization in Business Analytics, AI & Machine Learning. Additionally, my analytical and financial modeling skills were fortified through rigorous training at the Investment Banking Institute in Las Colinas.
Raul Peralta, CEO, Kaleidoscope; Communications Director
Raul Peralta is the CEO of Kaleidoscope. An SEC Research & Analytics company. Leading the charge at Kaleidoscope, he brings over two decades of seasoned expertise in the SEC and the Investor Relations market. As the CEO, my focus is on driving innovation, strategic growth, and client success. With a proven track record, Raul navigates the dynamic financial landscape, ensuring Kaleidoscope remains at the forefront of transformative solutions.
A seasoned Early Software Engineer at 10Kwizard, later acquired by Morningstar, Raul combines a rich background in software development with a CS degree from the University of Texas at Dallas. A true developer at heart, he thrives on tackling large-scale data projects, leveraging a unique blend of technical prowess and creativity. Away from the screen, Raul discovers happiness in family occasions, adopts an active lifestyle through exercise, and nurtures a competitive mindset through sports.
Hala Elsherbini, Senior Director, Investor Relations, Tyler Technologies, Inc.; Member At-Large
Hala Elsherbini leverages more than 25 years of investor relations experience guiding client companies in managing comprehensive IR strategies to leading the internal IR role in her current position as Senior Director, Investor Relations at Tyler Technologies. As a strategic advisor and trusted resource to senior leadership, she is a key liaison to the investment community and manages message development, investor targeting, sell-side analyst relations, direct board relations, and managing Tyler’s ESG disclosure initiatives.
Hala graduated from Southern Methodist University with a B.A. in Communications, majoring in public relations. She has been a member of the National Investor Relations Institute (NIRI) since 2005, serving on various committees and board seats, both on a national and local chapter level. In 2015, she served a four-year term on the NIRI National Board and was a member of the IR Update editorial committee. She also was recognized as a part of the NIRI 2020 Class of Fellows. Hala currently serves as an At-Large member of the NIRI DFW board of directors.
Glen Orr, Principal,Orr Strategic Communications; Member at Large, Former President
Glen is president of Orr Strategic Communications, a firm built on the belief that enterprise value and communications are inextricably linked. He sees IR and communications as a business tool that when well executed can grow the value of an organization and when executed poorly can erode millions of dollars in value. Glen has more than 20 years’ experience in investor relations, corporate communications and crisis management, and he uses that experience to protect and fortify the reputations of client companies and help them achieve their corporate objectives. He has extensive experience coaching senior executives and working hand-in-hand with heads of corporate communications and investor relations during times of significant corporate change including: mergers and acquisitions, asset sales, physical and financial crises, shareholder incongruity, and executive succession.
Glen began his career in IR in San Antonio working for a natural gas utility and recently has counseled clients on implementing IR strategies and tactics to align shareholders with corporate strategies; and developed and implemented sophisticated employee and corporate communications campaigns to maximize the value of hostile and friendly M&A transactions, mitigate the impact of activist shareholder attacks and manage communications surrounding financial and physical crises. Glen also assists companies in nurturing and managing their relationships with media and navigating engagement with them during important corporate announcements.
Glen is a native of South Texas and has been a NIRI member for about 20 years, most recently serving as Executive Vice President. Prior to that he served as Vice President, Membership; Vice President, Programs; and has been a contributor on several committees. He received a Bachelor of Business Administration in Finance degree from Texas A&M.
Jason Landkamer, Director of Investor Relations, Fluor Corporation; Member At-Large
Jason Landkamer is the director of investor relations for Fluor Corporation (NYSE: FLR). In this role he is responsible for communicating with the financial community, targeting potential investors, corporate message development and sell-side analyst relations. Jason has over 20 years of experience in finance related roles, including 19 years in investor relations.
Since joining Fluor in 2006, Jason has helped the company increase the level of communication and interaction with the investment community through multiple perception study and outreach initiatives, both domestic and international. Additionally, he serves on Fluor’s sustainability committee and designs and produces the company’s annual report.
Jason, along with the Investor Relations team, has consistently been ranked as one of the best Investor Relations Officers and best IR departments for the Engineering & Construction sector by Institutional Investor magazine since 2008.
Prior to joining Fluor, Jason was with AmeriCredit Corp. for seven years in various investor relations roles, including three years as AVP of investor relations.
Jason graduated from Oklahoma State University with a B.S. in Finance. He has been an active member of the National Investor Relations Institute (NIRI) since 2000. In December 2016 Jason was elected to the NIRI Board of Directors for a four-year term where he is currently focused on advocacy issues with the SEC.