Events
Location: The Capital Grille 3333 Bristol Street #3802 Costa Mesa, CA 92626
UCI Economist Christopher Schwarz joins us again a year later to review his 2022 predictions and take a look ahead to 2023
We continue to be in very interesting market times. The dynamics are fluid and while the IPO market has been strong, it has also been supplemented with SPACs...
March Madness" Trivia Competition: Join Orange County's team as we compete against other NIRI Chapters.
Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors.
NIRI OC’s January “What’s Brewing” will focus on sell-side investment research with special guest speaker Michael Eastwood, Director of Americas Equity Research at Jefferies & Company.
You and a guest are invited to attend our annual holiday event to network, socialize and celebrate
We’ll explore ESG reporting, cutting through the clutter and a new tool from MZ to simplify the process, as well as any other burning IR topics.
What's Brewing? Consensus Model Tracking and Other IR Tools
What's Brewing? Discussion on Proposed Change to 13F Filings
Join NIRI SoCal Chapters for a Virtual Lunchtime Event "Nonverbal Communication Skills that Build Trust and Emotional Well-Being During Social Distancing Conditions"
What's Brewing? Zoom Meeting to Discuss the New World of Virtual IR
We're turning our "What's Brewing" in-person coffee event to a ZOOM virtual meeting.
Come hear our panel of speakers cover a range of questions on the state of disclosure and guidance in today’s market.
Join members of the NIRI OC Board for morning coffee and a round table discussion where you can seek advice, share your experiences or simply network with colleagues.
This year represents milestone birthdays of both the Orange County Chapter and the National Organization of the National Investor Relations Institute. It is a time to both reflect and look ahead at the future in our profession. Look for more details soon!
Corporate culture, the beliefs and behaviors that determine how a company’s employees and management interact, is under tremendous scrutiny in today’s global economy and can profoundly impact the reputation and success of a company.
This timely and exciting event will be of interest to all public companies — those who may be planning to raise funding in the public markets, and especially those small and micro-cap public companies who already struggle to attract credible third-party research on their company and industry.
Kick off the New Year with a lunchtime round table discussion where you can seek advice, share your experiences or simply network with colleagues. Those who attend will determine the discussion topics. And, your paid registration includes a box lunch.
Join NIRI National, NIRI Orange County and NIRI San Diego for a joint networking reception during NIRI West on January 14th, 2019. Connect and reconnect with peers in San Diego and meet new folks from other chapters across the nation.
Join your NIRI Orange County colleagues as Phil Mackintosh, Chief Economist, Nasdaq, and Jonathan Lansner, Business Columnist, OC Register provide us with a closer look at what’s causing the recent market volatility, the anticipated impact of the election, a review of the local Southern California/Orange County business and real estate environment and what we can be expecting for the balance of 2018 and the possible effects on 2019.
Say goodbye to summer with your colleagues from NIRI Orange County at our social event of the season. Bring a friend to enjoy networking on the patio with refreshments and appetizers and learn more about the OC chapter and what’s coming up in the 2018/19 season. We look forward to seeing you there!
Current trends are having a profound effect on capital markets and investor behavior. Technological developments are sparking greater market volatility while decreasing transparency and prompting shorter investment horizons. Come engage in an interactive discussion about these and other trends that are shaping the future of investor and corporate communications.
Curious to learn more about the Investor Relations Charter (IRC)? Come hear from two recently minted IRC credential holders and ask them why they sat for the exam, how they prepared and how important the IRC certification is to their professional development.
Pitching and placing major stories isn’t what it used to be. Social media and digital storytelling has significantly changed the way public relations and investor relations professionals reach audiences. Join us to learn exactly how to get those placements that make our clients and company leadership happy.
How do small / micro cap / private companies attract and retain investors? What are the communications and compliance challenges? Many of Orange County’s most exciting companies of the next ten years are likely to be small today but growing rapidly and looking for funding. One potential funding pool, made possible by the JOBS Act, permits companies to raise money from individuals quickly and relatively inexpensively. This small but growing fund source offers private investors the opportunity to invest in the Amazons and Googles of tomorrow.
Join us as we celebrate the holiday season! We encourage you to participate in our annual “Toys for Tots” drive by bringing a new, unwrapped toy to benefit the less fortunate children in our community. Each toy donated gets you a raffle ticket for some fun prizes!
We are happy to be conducting a joint event with the Society for Corporate Governance. This half-day seminar will include two panel discussions and one keynote address. Generously sponsored by American Stock Transfer & Trust Company; Broadridge Financial Solutions; and Donnelley Financial Solutions
Join your colleagues in a toast to the last days of summer and ushering in a new season of educational programs and networking events in the coming season. We encourage you to bring a friend that you’d like to introduce to the NIRI Orange County Chapter. We look forward to seeing you there! Generously sponsored by Donnelley Financial Solutions
Shareholder activism is on the rise and its ever-growing reach greatly impacts the entire equity marketplace. And while there may be no real way to curb these investors’ open market activities, new technologies such as artificial intelligence, predictive analytics and big data are bridging the gap between panicked reactions and strategic proactivity.
Hear directly from a distinguished panel of buy-side practitioners and what they think about the new administration and its impact on their investment strategy. Learn how they view the rise of ETFs and dark pools. Discover how corporate governance and sustainability weighs on their investment decisions.
**DATE CHANGE** Please join us for an exclusive 20-minute free webinar (yes, free and only 20 minutes!) on Friday, March 3, 2017 at 11:00 am PST to better understand how investors are utilizing reported sustainability data and leveraging it in their investment decisions.
This program provided an overview of the growing trends in the environmental, social and governance (ESG) field, presented the strategic business case for greater ESG disclosure, and demonstrated how influential stakeholders are using such information.
We heard from a panel of experts who provided insights and advice, plus described how one company initiated a successful outreach program that resulted in a favorable resolution to a shareholder proposal...Look for more details soon!
At the NIRI OC Meeting on Thursday night December 1, 2016, Tony Crescenzi, Portfolio Manager and Market Strategist at PIMCO in Newport Beach outlined the six forces that keep our economy in check...Look for more details soon!