Sell-Side to IRO Roundtable September 25, 2026 11:00am - 11:45am ET Virtual

You've covered companies. Now you're representing one.

You've covered companies. Now you're representing one.

Former sell-side professionals bring a distinct perspective to IR, but the transition to the corporate side comes with its own challenges and opportunities. Join a small group of peers who have made the move from covering companies to representing them for a candid discussion on what has translated well, what has surprised them and how they are leveraging their market expertise to elevate their IR programs. This virtual roundtable is designed to foster open dialogue, practical idea sharing and meaningful connections among professionals with similar backgrounds and experiences.

A Peer Community Unlike Any Other

Connect with fellow IR leaders who understand the unique transition from analyst to advisor and share many of the same professional experiences.

Leveraging Your Sell-Side Advantage

Discuss how former analysts are applying their understanding of investors, valuation frameworks, and capital markets to strengthen corporate IR strategies.

Navigating New Challenges

Exchange perspectives on the realities of moving in-house, from building management relationships to balancing disclosure, credibility and investor expectations.

Practical Insights and Best Practices

Gain actionable ideas from peers on earnings preparation, investor engagement, targeting, messaging and creating value as a strategic IR leader.

Hosts

Jennifer Driscoll, IRC

Division Head, TrendLign, Rivel

Sandi Meeks

Vice President, Rivel

Gene Rubin

President, Rivel

Nadine Staeger

Vice President, Rivel

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