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.

 

IR Benchmarking: Measuring What Matters

Speed Networking: 5:30 – 6:30 p.m.

Dinner and Program: 6:30 p.m. – 7:30 p.m.

Location: Embassy Suites, 550 Winter Street, Waltham, MA 02451

Register

All good IROs understand the importance of marketing your IR plan continually to senior management to gain executive-level commitment and support.  We also know that these executives are largely driven by data.  This preference for proof challenges IROs to find the right metrics to prove the value of the IR program and the progress toward agreed-upon objectives.

Join NIRI Boston as we review highlights from the body of knowledge that has been compiled on the topic of IR benchmarking and explore what has worked and what hasn’t when it comes to determining how your IR program stacks up.

Leading the discussion:

Matt Kamisher-Koch, Senior Analyst

Investor Relations Leadership Council, CEB

 

 

Thank you to IPREO for serving as NIRI Boston’s

premier sponsor for this event.

Season Finale: NIRI Boston Golf Outing

NIRI BOSTON GOLF TOURNAMENT & SUMMER BASH
Monday, June 29, 2015
Indian Ridge Country Club
73 Lovejoy Road, Andover, MA 01810
11:30 a.m. – Registration & Lunch Begins
1:00 p.m. – Golf Tournament Shotgun Start
6:00 p.m. – Dinner Reception Begins

Come join your fellow NIRI Boston colleagues and guests at beautiful Indian Ridge Country Club on Monday, June 29th for a day of golf and/or a night of socializing to close out our 2014-15 programming year.  Registration for the golf tournament and lunch begins at 11:30 a.m., with a shotgun start at 1 p.m. sharp. The best ball tournament will include longest drive and closest to the pin contests. Whether you are a scratch golfer or a bona fide hacker, please join us for an afternoon of sunshine and fun. NIRI Boston golfers are encouraged to invite members of their management teams to the tournament.

After the tournament, we will have a casual dinner reception beginning at 6 p.m. for both golfers and non-golfers to celebrate another successful programming year.  During dinner, we will be entertained by one of the area’s most popular comedians.  Entry to the dinner will be complimentary for non-golfer NIRI Boston members and a guest.

Located in Andover, Indian Ridge Country Club has been voted the #1 golf course in the Merrimack Valley. In addition to a fabulous 18 Hole, Par 72 championship course, the club’s heated swimming pool and tennis facilities will be available to all event registrants on the day of the event.

Pricing

  • Individual Member / Guest Tournament Entry Fee – $150 (click here to register)
  • Individual Non-Member Tournament Entry Fee – $200 (click here to register)
  • Member & Guest Dinner Only Tickets – Complimentary (email your name, your company name and the name of your guest to sfournier@premieregolfevents.com)
  • Non-Member Dinner Ticket Only – $50 (click here to register)

Please visit www.nirigolf.com for more information about the tournament and social. Any profits from this event will be donated to the  R. Scott Higgins Scholarship fund.

NIRI Boston’s 2015 Platinum Sponsors

Platinum Sponsors