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MILE HIGH IR

Hosted by NIRI D*FW in collaboration with NIRI Rocky Mountain.
We invite you to join us for the
2014 NIRI Southwest Regional Conference in Denver, Colorado.

Sunday September 7Monday September 8Tuesday September 9

5-7 p.m.

REGISTRATION

Confluence Ballroom Foyer
Mezzanine Level


6-8 p.m.

WELCOME RECEPTION

Sponsored by NASDAQ OMX
Confluence Ballroom Foyer – Mezzanine Level


7:30 p.m.

EVENING EVENT

Pub Crawl – 16th Street Mall
Glen Orr, Executive Vice President, Abernathy McGregor
David Banks, Rocky Mountain Chapter
Meet in Lower Lobby at 7:20pm

7 a.m.-5 p.m.

REGISTRATION

Confluence Ballroom Foyer
Mezzanine Level


7-8 a.m.

CONTINENTAL BREAKFAST

Confluence Ballroom Foyer


8-8:15 a.m.

WELCOME, INTRODUCTIONS AND ANNOUNCEMENTS

Confluence Ballroom C


8:15-9:30 a.m.

OPENING SESSION: CORPORATE GOVERNANCE DEVELOPMENTS, TRENDS AND OPPORTUNITIES – PROXY & DISCLOSURE SURVEY

Ron Schneider, Director Corporate Governance Services,
RR Donnelley Financial Services Group


9:30-10:30 a.m.

GENERAL SESSION: CSRs – THE EVOLVING LANDSCAPE

Candice Derks, Senior Sustainability Specialist,
Burns & McDonnell


10:30-10:45 a.m.

REFRESHMENT BREAK – SERVICE PROVIDER SHOWCASE

Confluence Ballroom Foyer


10:45 a.m. 12:00 noon

GENERAL SESSION: SHAREHOLDER ACTIVISM – THE NEW NORM

Moderator: Jim Lucas, Abernathy McGregor
Glen Orr, Executive Vice President, Abernathy McGregor
Jason Alexander, Managing Director, Georgeson, Inc.
Charlie Haag, Jones Day
Lance Gilliland, Managing Director, Head of M&A,
Tudor, Pickering, Holt & Co.
Tyson McCabe, Sr. Director, Advisory Services,
The NASDAQ OMX Group, Inc.

Confluence Ballroom C


12:00 noon

LUNCHEON

Confluence Ballroom A


1:15-2:30 p.m.

GENERAL SESSION: IR AND THE BOARD – ESTABLISHING GOVERNANCE BEST PRACTICES

Moderator: David Banks, Vice President of Investor Relations, DigitalGlobe
Michael Brittian, Partner, Meridian Compensation Partners
Alan Bell, Director, Approach Resources

Confluence Ballroom C


2:30-3:30 p.m.

GENERAL SESSION: BUY-SIDE FIRESIDE CHAT

Moderator: Geralyn DeBusk, President, HIR
Ted Davis, Portfolio Manager, Fidelity Management & Research
Jackson Hockley, Analyst, Northern Trust Asset Management


3:30-3:45 p.m.

REFRESHMENT BREAK – SERVICE PROVIDER SHOWCASE

Confluence Ballroom Foyer


3:45-5:00 p.m.

GENERAL SESSION: SOCIAL MEDIA AND IR

Serena Ehrlich, Director,
Social & Evolving Media
Business Wire – a Berkshire Hathaway Company


6 p.m.

RECEPTION

Sponsored by RR Donnelley Financial Services Group
ViewHouse Eatery, Bar & Rooftop
2015 Market Street
(Meet in Lower Lobby 5:45pm)

7:30 a.m.-12 noon

REGISTRATION

Confluence Ballroom Foyer


7:30-8:30 a.m.

CONTINENTAL BREAKFAST

Confluence Ballroom Foyer


8:30-8:45 a.m.

WELCOME, INTRODUCTIONS AND ANNOUNCEMENTS

Confluence Ballroom C


8:45-9:45 a.m.

GENERAL SESSION: FROM FLASH CRASH TO FLASH BOYS: CAPITAL MARKET & HFT

Tim Quast, President, ModernNetworks IR LLC
Confluence Ballroom C


9:45-10:00 a.m.

REFRESHMENT BREAK – SERVICE PROVIDER SHOWCASE

Confluence Ballroom Foyer


10:00-11:00 a.m.

GENERAL SESSION: HFT AND UNINTENDED CONSEQUENCES: A VIEW FROM THE FED

Rajeev Ranjan, Financial Markets Technical Expert, Financial Markets Group, Federal Reserve Bank of Chicago
Confluence Ballroom C


11:00 a.m.-12:00 noon

Interactive Sessions


12:00-12:15 p.m.

WRAP-UP, DOOR PRIZES AND ADJOURN

NIRI SWRC continues to be diligent about offering an outstanding conference at a great cost to attendees and sponsors. Once again, we have kept costs from increasing and offer registration rates at 2012 pricing! That's one more reason to attend this year’s SWR conference.

Cancellations made after July 1, 2014 are subject to a $50 administrative fee. No refunds for cancellations made after August 29, 2014.

Early Bird Member Rate (By July 11)

$375

Early Bird Non-Member Rate

$450

Member Rate
(After July 11)

$475

Non-Member Rate (After July 11)

$550

Sunday night $50

(required for guests of attendees or individuals who are only attending Sunday night reception)

Monday night $75

(required for guests of attendees or individuals who are only attending Monday evening event)

Click here to

REGISTER

denver westin hotel

HOTEL

Discover what downtown Denver has to offer while staying at the Westin Denver Downtown, ideally located next to many of Denver’s most visited attractions, including the Colorado Convention Center, Coors Field and the Denver Performing Arts Complex. Westin’s hotel guest rooms are among the largest available in the city and feature the Heavenly Bed® and Heavenly Bath®. Guests also enjoy an on-site spa, outdoor pool and sun deck, and a complete fitness center that features state-of-the-art cardiovascular equipment, weight machines, free weights, and a half basketball court.

Westin Denver Downtown

1672 Lawrence Street
Denver, CO
1.888.627.8435

Westin Denver Downtown is offering SWRC attendees its group conference rate of $179.00 per night (single or double occupancy plus applicable taxes is for a limited number of rooms, so book early).

NIRI SWRC discounted hotel rooms will be available for call-in or online reservations after April 2, 2014.

We look forward to seeing you in Denver for a great conference.

Click here to

BOOK HOTEL

TRAVEL

We cherry-picked this year’s conference, stepping into Rocky Mountain territory, to deliver a high-powered SWR conference experience.

Getting to Denver/Transportation by Air

Denver is easy to get to by flying into Denver International Airport (DIA). The Denver airport is approximately 25 miles from the Westin Downtown Denver Hotel. The following airlines fly into Denver:

  • Southwest Airlines
  • American Airlines
  • US Airways
  • Delta Airlines
  • United Airlines
  • Frontier Airlines
  • JetBlue Airways

TAXICABS

A cab ride will cost approximately $55 one way from the airport to the hotel.



AIRPORT SHUTTLE

Airport Super Shuttle is available at a cost of $22 one way for a shared ride, with discounts available for round trip tickets.

HOTEL PARKING

  • Self-Parking: $25 per night; $18 day only. (Contract Garage in/out privileges)
  • Valet Parking: $32 per night (in/out privileges)
lodo historic district picture

LoDo Historic District

Denver's happening historic district is filled with turn-of-the-century warehouses, now home to 90 brewpubs, sports bars, restaurants and rooftop cafes. Stop by Rockmount Ranchwear for a snap button Western shirt at the store where they were invented; browse from 6:30 a.m. to 9 p.m. at the Tattered Cover Bookstore; listen to jazz at El Chapultepec, one of Esquire Magazine's 50 best bars; or sip a handcrafted beer at the Wynkoop Brewing Company, Denver's first brewpub opened by former Denver Mayor (now Colorado Governor), John Hickenlooper.

16th street picture

16th Street Pedestrian Mall

Lined with 200 trees and 50,000 flowers, this festive, mile-long pedestrian promenade has 28 outdoor cafes and offers Denver's best people-watching. Renowned architect I.M. Pei designed the gray and pink granite pathway to resemble the pattern of a diamondback rattlesnake. Hop on the bus – they're free and stop on every corner. After dark, horse-drawn carriages clatter up and down the Mall.

denver museum

Denver Art Museum

This world-class museum is made up of two architecturally stunning buildings – one a fortress-like structure from Italian architect Gio Ponti, the other, a structure that resembles a titanium crystal with peaks and shards designed by Daniel Libeskind. Inside, find the world's greatest collection of Native American art and 68,000 other art objects, including works from European masters, Old West classics and phenomenal traveling exhibits.

Denver's Union Station

Denver Union Station

Visit the many sites and sounds of Union Station, a Denver favorite landmark and newly renovated transit station with a plethora of bustling eateries, shops, hospitality and entertainment in the LoDo district.

Click here for more

INFORMATION

We greatly appreciate and acknowledge that NIRI Chapters could not offer the educational opportunities to members and guests if not for the continuing support from our service providers. We are anticipating approximately 120 attendees at this year’s conference. We are offering opportunities for service providers to promote their company through a variety of sponsorship levels detailed below, including providing conference scholarships to practitioners. Additionally, we are offering our sponsors the choice of having a staffed exhibitor table on a first-come, first-served basis (limit ten).

Sponsorship levels:

Platinum Level Sponsorship (Sunday Welcome Reception)

Our Current Sponsor:

NASDAQ OMX Corporate Solutions
  • Exclusive title sponsorship of Sunday Welcome Reception
  • Prominent signage at event
  • Includes two attendees to the conference
  • Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
  • Opportunity to place brochures/favors on guest door on Sunday night and at meal place settings
  • Company items for sponsor bag
  • Opportunity to provide a 3-minute company overview and introduce speaker at one session
  • Includes a staffed exhibit table ($350 value)

Platinum Level Sponsorship (Monday Night Party)

Our Current Sponsor:

RRDonnelley Logo
  • Exclusive title sponsorship of our Monday night event
  • Prominent signage at event
  • Includes two attendees to the conference
  • Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
  • Opportunity to place brochures/favors on guest door on Monday night and at meal place settings
  • Company items for sponsor bag
  • Opportunity to provide a 3-minute company overview and introduce speaker at one session
  • Includes a staffed exhibit table ($350 value)

Gold Level Sponsorship

Our Current Sponsors:

Bloomberg LogoPR NewswireIpreoMarket Wired
  • Includes two attendees to the conference
  • Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
  • Opportunity to place brochures, favors, etc. at breakfast and lunch meal place settings
  • Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
  • Includes a staffed exhibit table ($350 value)

Silver Level Sponsorship

Our Current Sponsors:

NYSE LogoThe IR App LogoQ4 Web Systems LogoBroadridge LogoComputershare | Georgeson LogoAmerican Stock Transer and Trust Logo
  • Includes one attendee to the conference
  • Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
  • Company items for sponsor bag
  • Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
  • Additional $350 for a staffed exhibit table

Bronze Level Sponsorship

Our Current Sponsors:

HIR logoBusiness Wire logoInvestis LogoAlliance Advisors LogoChorus Call Logo
  • Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
  • Company items for sponsor bag
  • Additional $350 for a staffed exhibit table

Scholarship for Practitioner to Attend Conference

Our Current Sponsors:

S and P Capital IQ logo
  • Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
  • Company items for sponsor bag
  • Frequent promotion of sponsorship to entire mailing list

Door prizes are also welcome.
Registration for additional attendees is $375 for members, $475 for non-members.

Sponsorship Contact

Please contact Hala Elsherbini, Halliburton Investor Relations, at 972-458-8000
or via email at Hala@HalliburtonIR.com.

All sponsors and exhibitors will receive recognition in the conference program, prominent signage throughout the conference, one-time access to the attendee mailing list and public introduction by the Conference Chair. Speaker introductions assigned on a first come basis.

Click on the session topics below to view the presentations from the NIRI 2014 Southwest Regional Conference.​​​​​​ ​​​​Adobe Reader is required to view the documents. Attribution must be properly maintained in the use of any of the documents.

Opening Session: Corporate Governance Developments, Trends And Opportunities

Ron Schneider, Director Corporate Governance Services, RR Donnelley Financial Services Group

Opening Session: Proxy and Disclosure Survey

Ron Schneider, Director Corporate Governance Services, RR Donnelley Financial Services Group

General Session: CSRs -- The Evolving Landscape

Candice Derks, Burns & McDonnell Engineering

General Session: Social Responsibility at Newmont

Allison Coppel, Group Executive, Social Responsibility

General Session: Corporate Social Responsibility Reporting

Andrew Ziola, ONE Gas

General Session: Insights on Shareholder Activism

Jason W. Alexander, Managing Director, Georgeson, Inc.

General Session: Hostile Investors: What they’re doing, why, and how it’s affecting the landscape

Lance Gilliland, Managing Director, Head of M&A, Tudor, Pickering, Holt & co.

General Session: IR and the Board - Establishing Governance Best Practices

NIRI 2014 Southwest Regional Conference Panel Discussion

General Session: Social Media and IR

Serena Ehrlich, Director, Social & Evolving Media, Business Wire – a Berkshire Hathaway Company

General Session: From Flash Crash to Flash Boys: Capital Markets & HFT

Tim Quast, President, ModernNetworks IR LLC

Co-Chairs

Brent Anderson

972.580.6360
Brent.Anderson@meritagehomes.com

Hala Elsherbini

972.458.8000
Hala@HalliburtonIR.com

Event Coordinator

Janet Blomquist, CMP

janetblomquist@gmail.com

NIRI Chapters

NIRI D*FW
www.niridfw.org

NIRI Rocky Mountain
www.rockyniri.org

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