Professional Development Program: The Secret Life of Analysts and How to Speak their Language National Investor Relations Institute NEW YORK CHAPTER Date: Tuesday, October 6, 2009 Time: 6 – 7:30 p.m. Place: Business Wire Corporate Headquarters 2009-2010 40 East 52nd Street, 14th Floor OFFICERS President Felise Glantz-Kissell Senior Vice President, Investor Relations and Strategy Home Shopping Network, Inc. Executive VP – Programs Michael Becker Vice President, Global Disclosure & Financial Reporting Services Business Wire VP – Programs Bernard Kilkelly Vice President, Investor Relations Delphi Financial Group, Inc VP – Membership Patrick A. Tracey Senior Vice President Computershare VP – Secretary Eleanor Powell Executive Director, Investor Relations The Estee Lauder Companies Inc. VP – Treasurer Cheryl Gedvila Executive Director Hanley & Associates LLC VP – Professional Development Debra Berliner Managing Director G.S. Schwartz & Co. Inc. VP – Sponsorships Michelle Savage Vice President, Adoption & Communications XBRL US, Inc VP – Communications Kate McKay Director, Global Marketing and Communications Ipreo Light refreshments will be served. RSVP required; attendance will be limited to the first 20. What is the role of the sell-side analyst today? What are the day-to-day pressures that analysts face? What gets them excited and what makes their jobs difficult? And most of all, how can IROs best work with the sell-side ? Former Goldman Sachs analyst and NIRI member Paul Krikler will interview Deane Dray of FBR Capital Markets to discuss these questions and more. Both long time veterans Wall Street, Paul and Deane are well suited to tease out what has changed and what remains the same. Paul and Deane will cover topics such as: • • • • • • • Coverage of stocks Performance measurement of analysts Dealing with earnings and other announcements Clients Sources of information Dealing with companies Investor Relations Please join us for what is certain to be an intriguing discussion DIRECTORS Hulus Alpay Investor Relations Medidata Solutions Worldwide Henry [Hank] Boerner Chairman & CEO Governance & Accountability Institute Friederike Edelmann Director, Investor Relations SAP Nils Paellmann Vice President, Investor Relations Deutsche Telekom Ron Schneider Director BNY Mellon Shareowner Services Speaker Bios Paul Krikler has his own Communication and Presentation Skills Consulting Practice. Paul recently left Goldman Sachs after a 21 year career in London and New York. Paul spent nine years as an Analyst in London followed by a spell in Product Marketing. He also also established and ran the Content Management Group (globally) and the post-Spitzer Research Compliance Group at Goldman. Paul has a degree in Natural Sciences from the University of Cambridge in the UK and is a Fellow of the Institute of Chartered Accountants in England & Wales. ADMINISTRATORS Tamara Beck / Burt Beck Clean Lists Associates, Inc. 380 Lexington Avenue, Suite 1700 New York, New York 10168 cont’d p 2 Professional Development Program: The Secret Life of Analysts and How to Speak their Language Deane Dray has more than 25 years of investment experience, including 12 years covering the industrial sector. Mr. Dray joined FBR Capital Markets & Co. in January 2009 as a senior analyst in the diversified industrials group, with a focus on the Multi-Industry & Electrical Equipment and Water subsectors. Prior to joining FBRC, Mr. Dray spent 11 years as a senior analyst with Goldman Sachs Equity Research covering this industrial sector. Prior to that, he worked at Lehman Brothers for 10 years in several different capacities, including an institutional salesperson, a staff officer to the president and CEO of Lehman Brothers, and then as an equity research analyst. Mr. Dray was ranked number-one in the 2009 survey by the Wall Street Journal’s Best on the Street survey for Industrials. He has been ranked by StarMine as the No. 1 earnings estimator for Industrial Conglomerates. He has also earned a top-three ranking in stock picking in StarMine over this period. Additionally, for the past three years, Mr. Dray has served as an advisor to the United Nations Environment Programme Finance Initiative (UNEP FI), which assists developing countries with gaining better access to drinking water and waste water treatment resources. He has published extensively on the global water sector and has presented at numerous conferences sponsored by the United Nations, World Bank, and World Water Week. He most recently moderated a panel in Stockholm at the 2009 World Water Week for the United Nations. Mr. Dray received his B.A. from Brown University with honors and completed his M.B.A. at the New York University Leonard N. Stern School of Business. He is also a CFA charterholder and a member of the New York Society of Securities Analysts. RSVP to [email protected] Space is limited to the first 20 respondents!
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