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October 2020

Shareholder Activism – Tales from the Trenches

October 22 @ 12:30 pm - 2:00 pm

Shareholder Activism continues to be a topic on the mind of IROs and management teams across the country. No industry seems to be immune to a potential activist campaign and companies of all market caps can find themselves in the cross-hairs. Please join us as two seasoned activism experts, Lawrence Elbaum, co-head of the Shareholder Activism practice at Vinson & Elkins, and Jason Alexander, Managing Director of Okapi Partners, have a candid discussion of shareholder activism from both sides of…

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July 2020

Next earnings cycle – same pandemic – Continuing to Manage Street Expectations in a Prolonged Pandemic and Economic Uncertainty

July 13 @ 11:30 am - 12:30 pm

New Earnings Cycle – Same Pandemic Continuing to Manage Street Expectations New Date:  July 13, 2020 Guidance practices are all over the map. Company forecasts are shrouded in uncertainty.  Sell-side estimates are changing with the wind. Inconsistencies by estimates aggregators are creating a monumental task for IROs trying to manage the data manually. As we enter the next earnings cycle, still under the dark cloud of a pandemic, managing Street expectations and navigating investor communications within the legal confines of…

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March 2020

2020 Market Update and Outlook with Nasdaq’s Tamar Essner

March 27 @ 11:00 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

Market Got You Flummoxed? NIRI DFW, Along with Nasdaq, Can Help! Meet your fellow IR and corporate finance professionals to get a very timely capital markets update from Tamar Essner, Senior Director of Energy Capital Markets with Nasdaq. Usually, you’d have to tune into CNBC TV or Bloomberg to hear Tamar’s outlook on the market, but she’s agreed to spend an hour with NIRI DFW sharing her insights on the market so far in 2020 and an outlook on the…

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November 2019

Shareholder Proposals & Engagements – A Strategy for Responding: A joint meeting of NIRI DFW and the Society for Corporate Governance

November 7, 2019 @ 11:00 am - 1:00 pm
El Fenix, 1601 McKinney Ave Downtown #1
Dallas, TX 75202 United States

Every public company, regardless of size, industry, or location, must be prepared to respond to challenging shareholder proposals and this panel is well equipped to help get your preparations started. Society of Corporate Governance and NIRI DFW have engineered a panel comprising corporate attorneys, outside legal counsel, IR professionals, and even proxy advisor/solicitors to provide guidance on almost every angle related to your next proxy, with a special focus on managing Activist Initiatives. This esteemed and experienced panel of experts…

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October 2019

SASB Standard Setting Board Member Shares Critical ESG Insights

October 3, 2019 @ 11:15 am - 1:00 pm
El Fenix, 1601 McKinney Ave Downtown #1
Dallas, TX 75202 United States

ESG is one of the top hot-button topics in IR, so we are bringing SASB board member Bob Hirth to Dallas to share his insights and outlook Environmental, social, and governance (ESG) issues are now front and center for investors. This means, as IR leaders, we need to know more than most about the factors contributing to or damaging our ESG scores with groups like Bloomberg, ISS, Corporate Knights, MSCI ESG Research, Dow Jones and more. NIRI DFW is here to…

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June 2019

Panel Discussion: Crisis Management For Public Companies

June 14, 2019 @ 11:30 am - 1:00 pm
Meso Maya Comida Y Copas, 1611 McKinney Ave
Dallas, TX 75202 United States

Crises. We hope to avoid them our entire professional lives, but sooner or later, almost every company gets stung by a negative impact event. Can you get through one with your sanity intact? Yes, you can. Join our roundtable featuring Jason Landkamer, Director of Investor Relations at Fluor, and OSHA and Labor Attorney Tom Wilson of Vinson & Elkins, to get the skinny on coming out of a crisis smelling like a rose. Tom Wilson has more than 30 years…

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April 2019

NIRI DFW Happy Hour

April 4, 2019 @ 5:00 pm - 7:00 pm
Hugo’s Invitados, 5240 N O'Connor Blvd #160
Irving, TX 75039 United States

Join Us For A Fun Happy Hour & Networking Event! Hugo’s Invitados, Las Colinas’ swanky new joint for fine food and drinks, is the venue. Get to know your fellow investment relations professionals, gain some industry insight in a fun environment, and enjoy a drink or two along with some delicious appetizers! The event is FREE! Just RSVP through the button below.        

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February 2019

Developing a Solid Relationship with REAL News, with Bloomberg’s Susan Warren

February 28, 2019 @ 11:30 am - 1:00 pm
Hackberry Creek Country Club, 1901 Royal Lane
Irving, TX 75063 United States

NIRI DFW IS BACK IN THE SWING OF THINGS IN FEBRUARY! YOU WON’T WANT TO MISS THIS! Susan Warren, Dallas Bureau Chief for Bloomberg, Will Be Sharing Her Insights! Who better than Susan Warren, who is not only the Bureau Chief for Dallas, but is also NRG and TOP editor, for Bloomberg, to explain how the news affects Investor Relations – and vice-versa, AND make it all work for you? New Location Alert! This event is taking place at the…

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December 2018

2018 Holiday Celebration Invitation

December 12, 2018 @ 6:00 pm - 9:00 pm
Park Cities Club, 5956 Sherry Ln #1700
Dallas, TX 75225 United States

  You Are Cordially Invited! The NIFI DFW 2018 Year-End Celebration Casino Night! Silent Auction for Southwest Airline tickets benefitting Scottish Rite Hospital for Children! Tuesday, December 12th 6-9PM Park Cities Club 5958 Sherry Ln #1700 Dallas TX 75225 Hors d’oeuvres & Cocktails Business Attire Bring an unwrapped children’s toy to benefit Texas Scottish Rite Hospital For Children to be entered into a prize drawing: RSVP to Deidra Roy: droy@halliburtonir.com If you wish to donate please contact Sarah Willis at…

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November 2018

Are ETFs Driving Your Stock and the Market?

November 16, 2018 @ 11:30 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

Investing giant Blackrock is a top holder of most stocks and manages $5.7 trillion. Its net income margin of 40% (full-year 2017) is better than Microsoft’s. Along with compatriots Vanguard and State Street, these Big Three passive managers oversee some $14 trillion of global assets and over 70% of all Exchange Traded Funds investment – 75% of which is in the US market. Is your mind boggled by figures?  We must only figure out one thing:  What impact are these…

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