Beyond the 101:
"What Ifs" That Define Investor Day Success October 09, 2025 11:00am - 11:45am ET Virtual

Using the StoryLign team’s established, proven process of discovering and addressing key investor knowledge gaps, Catherine works with companies of all sizes and industries to help produce customized presentations and develop best-in-class investor communications to drive value.

Catherine has eight years of diverse experience in Finance and Investor Relations. She started her career as part of the equity research team at CDPQ covering the banking sector, and later transitioned to Gildan Activewear’s corporate development team. There, she contributed to strategic planning and the creation of presentations and financial models for financial performance evaluation and investment analysis. Prior to joining Rivel, Catherine worked as a senior investor relations analyst at AtkinsRéalis, where she crafted and updated quarterly earnings presentations and press releases in close collaboration with senior management to hone messaging. In addition, Catherine supported the planning and organization of investor days, conferences, and site visits.

Catherine lives in Montreal, Canada, with her partner and dog. Outside of work, she enjoys traveling, fitness and cooking. Catherine is fluent in French and English and is currently learning Spanish.

Catherine holds a master’s degree from HEC Montréal in applied financial economics and a bachelor’s in finance from McGill University. Additionally, she is certified with an Investor Relations Charter (IRC) designation.

Sandi brings over 20 years of Investor Relations and Finance experience helping clients identify solutions to enhance their IR practices. Sandi's previous experience as an IRO at a Fortune 500 company has given her the insight to the challenges that companies face with communicating to investors and creating best-in-class IR programs.

Sandi works closely with IR professionals, CEOs and CFOs, helping them identify new opportunities to differentiate their investment stories to positively impact valuation, attract new investors and increase investments from current shareholders. Sandi has advised a cross-section of both US and global companies from some of the world’s largest and most respected organizations, as well as mid- and small-cap companies.

Prior to her current role, Sandi was responsible for the creation and execution of Rivel's StoryLign division, which helps companies develop best-in-class investor communications. StoryLign works with companies worldwide of all sizes and industries to drive value by crafting a compelling investor story. Sandi developed a unique and thorough process that uncovers and addresses investor knowledge gaps. Using the art of storytelling, the team produces customized presentations that are strategic and actionable.

Prior to joining Rivel, Sandi was the Senior Vice President of Investor Relations at Regions Financial (Fortune 500) for almost nine years, where she helped build a best-in-class IR program, managed investor days and created extensive external and internal financial messaging platforms. Prior to her investor relations career, Sandi managed the strategic planning, budgeting and forecasting program and has a deep understanding of internal financial communications. Sandi began her career in the retail industry working for two publicly traded companies in various finance positions.

She earned a BS in Accounting and an MBA in Marketing and Finance from Auburn University.

Sandi likes to learn about new places and cultures, and subsequently spends her free time travelling with her family and friends.

Steve serves as senior director and head of Rivel’s advisory division. He advises global companies of all sizes and sectors on developing and implementing effective, value-added investor relations strategies.

With more than 25 years of experience in equity research and investor relations, Steve brings broad and balanced expertise to companies seeking to strengthen their messaging and maximize valuation potential. His experience spans the buy side, sell side, investor relations and consulting.

Before joining Rivel, he was vice president of investor relations at Synchrony Financial, where he was recognized by Institutional Investor. He also served as a lead sell-side analyst at UBS. In addition, he has a strong track record of investment outperformance on the buy side, including time at BlackRock.

Steve holds a bachelor’s degree in business administration from Boston University, an MBA from Boston College and is a CFA charterholder.