Navigating the Capital Markets Shift for Smaller-Cap Companies August 21, 2025 11:00am -12:00pm ET Virtual

The investor landscape is evolving, and small- and micro-cap companies are feeling the shift more than most.

The investor landscape is evolving, and small- and micro-cap companies are feeling the shift more than most.

Join a select group of investor relations professionals for a candid virtual roundtable discussion on the mounting challenges in gaining visibility with the right investors, from the diminishing influence of the sell-side to the growing importance of direct buy-side engagement. During this session, we’ll unpack what’s changing and what IR teams can do about it. 

Peer Insights

Small and micro-cap companies are navigating lean resources, limited exposure and a market increasingly dependent on direct outreach.

What’s Working and What’s Not  

This is more than a discussion. It’s a chance to trade ideas, pressure-test new approaches and walk away with actionable strategies tailored for today’s capital markets reality. 

Managing Internal Expectations

Align leadership on what “success” looks like in today’s IR environment, especially when coverage is scarce, investor engagement takes longer, and the traditional KPIs don’t always tell the full story. 

Come Up With a Plan

Explore tactics to identify and engage investors who understand your story, even without a sell-side megaphone, by using targeted outreach, smarter messaging and data-backed prioritization.

Discussion Hosts

Cindi Buckwalter

Senior Vice President, Advisory

John F. Nunziati, IRC

Senior Vice President, Advisory

Gene Rubin

President

Stephen Scinicariello, CFA

Division Head, Advisory

Reid Vail

Executive Vice President

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