Document 179694

Professional Development Program:
The Secret Life of Analysts and How to Speak their Language
National Investor
Relations Institute
Date: Tuesday, October 6, 2009
Time: 6 – 7:30 p.m.
Place: Business Wire Corporate Headquarters
40 East 52nd Street, 14th Floor
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
VP – Secretary
Eleanor Powell
Executive Director, Investor
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 &
VP – Communications
Kate McKay
Director, Global Marketing and
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
Sources of information
Dealing with companies
Investor Relations
Please join us for what is certain to be an intriguing discussion
Hulus Alpay
Investor Relations
Medidata Solutions Worldwide
Henry [Hank] Boerner
Chairman & CEO
Governance & Accountability Institute
Friederike Edelmann
Director, Investor Relations
Nils Paellmann
Vice President, Investor Relations
Deutsche Telekom
Ron Schneider
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.
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!