NIRI Boston 

Our chapter is dedicated to advancing the profession of investor relations through a variety of innovative programs and forums.

Upcoming Events

The IRO and the IPO

Breakfast: 7:30 a.m.

Discussion: 8:00 a.m. – 9:00 a.m.

Location: One Financial Center, 675 Atlantic Ave, Atrium and Rooms A, B, C, Boston, MA

Register

With 278 companies going public and generating more than $90 billion in proceeds, 2014 proved to be the best year for IPOs since 2000. Since Boston is a hotbed of innovation and high growth organizations, we are dedicating a meeting to discuss the roadmap to an IPO from an investor relations perspective. Join us for what is sure to be a lively and informative discussion as we hear from a prominent venture capitalist who has taken many companies public and a banker who will discuss what is expected of an IRO as a company initiates and moves through the IPO process.

Michael Skok, an individual investor and venture capitalist, will talk about what the board and executive team need to think about when considering an IPO and how an IRO can help prepare the company.

Bob Lockwood, Managing Director, Technology Investment Banking with Raymond James, will discuss the IPO process itself and the IRO’s role within the banking team’s activities.

Whether you are an IRO, a communications professional at a pre-IPO company, or finance executive establishing a role for an IRO, you are sure to walk away from this discussion with a better understanding of advantages of bringing an IRO on board early, the role the IRO plays as part of the IPO team.

Q4 logo

Thank you to Q4 Web Systems for serving as NIRI Boston’s premier sponsor for this event.

Bios:

Michael Skok is a serial entrepreneur of more than two decades turned investor for more than a decade, and now he is also mentoring, teaching and continuously learning entrepreneurship.

Most recently, Michael was a General Partner at North Bridge Venture Partners, where he initiated ventures with innovators as well as seeded and invested in many great entrepreneurs who have went on to build billions of dollars of value focusing on large market opportunities, such as eCommerce and Big Data. Michael focuses on game-changing technologies and disruptive business models such as SaaS, Cloud Computing, Open Source and Mobile. He is the founder of the Future of Open Source and Future of Cloud Computing industry collaborations that gave rise to the largest industry-wide survey collaborations of their kind.

Michael has served on many private and public company Boards and supported various industry groups like the Software Publishers Association, where he was Chairman for a number of years in Europe. He is active on the boards of many ongoing investments such as Acquia, Demandware (NYSE:DWRE), and Salsify, and he is a founding advisor with Cazena. Michael is also an advisor to various seed, accelerator and crowdfunded organizations, and to his direct investments.

Michael’s passion for innovation and entrepreneurship is fueling his work mentoring and developing the next generation of leaders. For example he is currently developing programs such as the “Startup Secrets” series he started with the Harvard iLab. Follow Michael on twitter @mjskok.

Bob Lockwood is a Managing Director in the Technology Investment Banking Group at Raymond James, based in the Boston office.  Bob has over 20 years of investment banking experience, primarily focused on the technology sector. His transaction experience includes mergers, acquisitions, corporate divestitures, public equity and debt financings, and private equity capital raises. He joined Raymond James in 2009 as a result of the acquisition of Lane, Berry & Co. International, a technology investment banking firm where he was a managing director. Prior to that, Bob also worked for First Albany Capital, Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. He received his Bachelor of Arts in economics from the University of Pennsylvania.

 

Benchmarking Your IR Program

Networking: 5:30 – 6:30 p.m.

Dinner and Program: 6:30 p.m. – 8:00 p.m.

Location: Waltham, MA

 

Season Finale: Golf Outing

For its season finale, NIRI Boston will be holding a golf tournament/social on the afternoon/evening of June 29, 2015 at Indian Ridge Country Club in Andover, MA. NIRI Boston members are encouraged to invite their executives to join us at the outing. Further details to follow.

NIRI Boston’s 2015 Platinum Sponsors

Platinum Sponsors