April 2023 Print

President's Message

Greetings from the Board of Directors of your Houston NIRI Chapter!  I hope everyone had a wonderful Spring Break; it’s hard to believe that Summer is almost here!  Many thanks to everyone who attended our January programming event on Shareholder Activism.  We had a great turnout, and we most definitely enjoyed hearing about Huntsman’s successful proxy campaign over Starboard and getting K&E’s perspective on the universal proxy.  Many thanks to Ivan Marcuse of Huntsman, Shaun Mathew of Kirkland & Ellis, and Jim Miller of Alliance Advisors for moderating the discussion panel.

As we move into Spring, we will have our final two programming events before we adjourn for the summer.  First, our NIRI in Your Neighborhood – Woodlands / Spring / North Houston Mixer will be on Wednesday, April 12th at the brand-new Kirby Ice House – Woodlands location on Lake Robbins Drive.  This small-group, informal event provides a great opportunity to visit with other IRO’s, members of the Houston NIRI Board, and to meet some of our chapter partners in an informal setting.  It would be fantastic to see many of our chapter members and guests from the Woodlands / Spring / North Houston areas.  Feel free to forward the event listing to friends, co-workers, and other corporate finance professionals; please register for the event at the following NIRI In Your Neighborhood – Woodlands / Spring / North Houston Mixer.

We plan to have our final programming event of the Spring on Wednesday, May 17th at The Houston Racquet Club on Memorial Drive near Voss Road that will focus on Best Practices for Long-Term Shareholder Engagement, which will be hosted and narrated by NASDAQ.  Long-time IRO Gary Clark from APA Corporation and members of the Shell USA IR team will lead our discussion. This is clearly a programming event you will not want to miss, seating will be limited, so please register at the following May Luncheon. We will post additional details concerning this event to our website over the coming weeks.   
 
Looking into the Fall of 2023, we have scheduled our IRO Strategies for Success Summit for Thursday, September 14, 2023 that will take place at Murphy Oil’s Corporate Headquarters.  The Board has been working hard to put together a strong itinerary that will draw members of the investor relations, ESG, and corporate finance communities for education, networking and fellowship. We have posted a preliminary agenda to our website IRO Summit Agenda and plan to update it over the coming weeks as we secure additional panelists, moderators, and partners for the event.  If you are interested in participating in the IRO Summit, or have suggestions regarding potential panelists and/or partners we should reach out to, please reach out to me directly [email protected].

Finally, our chapter partner, Irwin, has published several interview-style podcasts with IRO’s and other IR stakeholders, which include our very own NIRI National President & CEO Matt Brusch.  Irwin’s Founder and COO, Mark Fasken, leads conversations focused on the most recent challenges, innovations, or perspectives pertaining to the ever-changing role of IR, all of which are designed to help IR professionals build a better investor relations program.  Please see the links below to access these podcasts or visit the following link Irwin’s Winning IR podcast. Additionally, we have posted links to informative articles and presentations from chapter partners Position Green (new ESG regulations originating in Europe that will affect US-based companies) and Alliance Advisors (shareholder activism in 2022 review). 

My door is always open for comments, suggestions, and general feedback, so please feel free to reach out to me directly at [email protected].  On behalf of the Board of the Houston Chapter of NIRI, we appreciate your support and look forward to seeing you for our final programming events of the Spring.

Regards,

Daniel Jenkins
President – NIRI Houston Chapter

Back to top

Events

Upcoming Events

April 12th NIRI In Your Neighborhood – Woodlands / Spring / North Houston Mixer

May 17th Luncheon

September 14th IRO Strategies For Success Summit

Past Events

January 10th Luncheon

December 13th Holiday Luncheon

Back to top

Partner Resources

Helpful Links:

Irwin is a leading capital markets software company building a better way to manage investor relations. By combining modern, easy-to-use solutions with the most comprehensive and differentiated investor intelligence, Irwin delivers insight and support that helps inform strategic business decisions for investor relations and C-Suite teams daily. Over 1,500 global users companies trust Irwin's platform and it services companies in all industries and market capitalizations with excellence. Irwin was founded in Toronto, Canada in March 2017 and employs over 100 people globally, and growing every day. To learn more, please visit www.getirwin.com.

Helpful Links:


Accelerate ESG performance and improve competitiveness.

We help companies build resilient and sustainable organisations. Our integrated ESG offering combine specialised advisory services with data-driven software, e-learning and executive training.

Trusted by 400 clients worldwide.

Come July 2023, the European Commission will broaden sustainability disclosure requirements for 50,000 companies, including US-based firms with EU operations. The Corporate Sustainability Reporting Directive (CSRD) will require companies to disclose information through an encompassing 'double materiality' lens as opposed to the ‘investor materiality’ lens in the SEC climate-disclosure proposal. The CSRD will mandate companies to comply with the EU Taxonomy, ESRS drafts, and rigorous traceability through digital tagging with limited assurance. Position Green offers ESG software, advisory services, and learning programs to aid US affected companies with CSRD adaptation. 

The below links contain further reading and webinars on how US companies can prepare for EU sustainability reporting compliance.

Helpful Links:

Back to top

What's new?

What's new: Investor Relations Industry
What's new: NIRI Houston Chapter

Back to top

Board of Directors

  • DANIEL JENKINS, Chapter President - Director of Investor Relations, Western Midstream Partners LP
  • KIM PINYOPUSARERK, Stakeholder Relations and Communications - EOG Resources
  • EMILY NEWPORT, Secretary - Director at KKR, SVP of Finance and IR at Crescent Energy
  • ALEXANDRA CLEMENTS, VP Of Programming - Vice President, H/Advisors Abernathy
  • STEPHEN STEPINOFF, VP Of Membership - President & Partner, Stepinoff+Crosier
  • DANIELLE GOAD, VP Of Partnerships - Cision
  • MARY MORLEY, VP Of Communications - Head of IR and Corporate Communications, Sterling Infrastructure, Inc
  • WESLEY HARRIS, Advocacy Ambassador - Al Petrie Investor & Media Relations
  • MEGAN LARSON, At-Large - Murphy Oil Corporation

Back to top

Links

NIRI Houston - https://niri-houston.org/
Email: [email protected]

NIRI National - https://www.niri.org/
Email: [email protected]

  1. https://survey.alchemer.com/s3/7114537/NIRI-Fellows-Nomination-Form-Election-Year-2023
  2. Did you know that your NIRI membership not only offers great local resources but also comes with a library of national resources including publications, libraries, sample library, service providers, and the NIRI Career Center. Click here to learn more https://www.niri.org/resources 

Back to top

Chapter Partners

Back to top