Conference / Seminar, Virtual Events & Programming

Strengthening the Narrative and Closing the Valuation Disconnect: Where the Capital Markets Meet Messaging

Tuesday, May 19 | 11:30 AM - 7:00 PM

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Overview

For the first time, NIRI Virtual Chapter and CFA Society New York move beyond talking points.

This session delivers actionable insights for companies and the buy-side navigating a 2026 market defined by information overload.

Key themes

FILTERING OUT THE NOISE

Communications expert Richard Torrenzano dissects the new world of information warfare — synthetic narratives, rapid-fire social media, and AI-driven data that obscure key messages.

THE HIGH-CONVICTION LENS

A transparent look at which specific data points and signals actually move the needle for investors, and how IR communication can close that gap.

THE EARNINGS PROCESS DEMYSTIFIED

Real talk on managing expectations when the landscape shifts daily. How IROs and analysts can calibrate signals to maximize impact.

DECISIONS AT THE C-SUITE LEVEL

CFOs discuss how IR feedback is processed, weighed, and incorporated into strategic decisions.

Why this matters for you

A unique, exclusive gathering of IR, capital markets, and financial leadership professionals — focused on aligning messaging to market dynamics.

For the CFA

Learn exactly how IR teams curate the information you rely on — and sharpen your ability to read between the lines of corporate communication.

For the IR professional

Understand the precise transparency high-conviction investors demand when conducting due diligence.

The Valuation Gap Summit

A zero filtered exchange between IR and Wall Street

11:30 AM

Registration

12:00 PM

Networking lunch

1:00 PM

Welcome Remarks

Nicole Maselli, President-Elect, NIRI Virtual Chapter

1:10 PM

AI, IR, and the new world of information & automation

Moderator

Samir Desai, Managing Director, Needham & Company

Panelists

Douglas Borthwick, Co-Founder & Editor, The Bridge Newsletter

Gregg Lampf, IRC, VP, Investor Relations, Ciena Corporation

2:00 PM

The buyside whisper

How IROs manage pre-earnings communications, and how to communicate effectively in this transformed landscape

Moderator

Stephen Willoughby, Sr Vice President, Investor Relations – ESG & Risk, Revvity

Panelists

Megan Larson, IRC, Vice President of Strategic Initiatives, Efficient Markets (EnergyNet)

Walter B. Stackow, CFA, CSRIC, Sr Equity Research Analyst – Consumer, Thrivent Asset Management

David Speyer, Sr Equity Analyst, Schroders

2:50 PM

Break

3:00 PM

Presentation

Protecting business, brand and reputation: Mastering and winning the AI digital battlefield

Richard Torrenzano, Chief Executive, The Torrenzano Group

3:40 PM

Exploring the hedge fund process

Deep dive into investor expectations

Moderator

Matthew Barry, CPA, CFA, Director of Capital Markets and Investor Relations, Nano Nuclear Energy Inc.

Panelists

Neil Guha, Portfolio Manager, Corbets Capital

Griffin Newman, Portfolio Manager, Point 72

4:30 PM

Break

4:40 PM

 Innovative Approaches to Investor Communications

 A lively discussion of emerging creative practices IR teams are using to get their story out with insights on what works and implications for IROs looking to try new approaches.

Moderator

Tara Dziedzic, Head of US Listings, NYSE

Panelists

Rebecca Gardy, IRC, Chief Investor Relations Officer (retired), The Campbell’s Company
Lisa Friedman, Senior Managing Director, Teneo

Harry Shah, Principal & CEO, OUTKREATE, IR Presentation Experts

5:40 PM

Closing Remarks

Danielle Kloeblen, CFA, Treasurer & SVP Investor Relations, McGraw Hill

5:50 PM

Networking reception

Alcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required.

Co-hosted by:

Virtual Chapter Event Sponsoring Partner:

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.