Thursday, May 17, 2018
6:00pm - 8:00pm EDT
Five and Below
701 Market St
Philadelphia, PA 19106
Corporate Office In Center City Philadelphia
 

A New Face to the Buy Side Pic

A New Face to the Buy Side
Seismic Shifts in Corporate Access Models
 
Don't miss a chance to win one of our end of the year door prizes!
 
Please join NIRI Philadelphia on May 17 for our last monthly chapter event for the 2017-2018 program year featuring an engaging discussion on brand new trends in corporate access, along with hors d'oeuvres and refreshments. Our panelists for the night are corporate access professionals newly hired by the buy side in response to MiFID II, which took effect on January 3 of this year. 
 
Planning a trip to Boston or Baltimore? Might you invite T Rowe or Fidelity to your headquarters this fall? We bring you up close and personal with some of the contacts you need to know in order to get your senior executives in front of the right portfolio managers on the best dates. It is a whole new way of planning road shows and in-house events, and this trend looks likely to accelerate. 
 
Speakers:

Grant Bartucci
Grant Bartucci
Associate Director
Corporate Access & Broker Relations
​Point 72
Grant Bartucci is an Associate Director in the Firm's Corporate Access and Broker Relations group. In this role Mr. Bartucci is responsible for the Firm's corporate access origination program, including establishing the Firm's external branding message, relationship development and partnering with the corporate community, and organizing meetings between Point72 investment professionals and corporate management teams.  Prior to joining the Firm, Mr. Bartucci worked as an associate for The GoldmanSachs Group and a manager at Ernst & Young.
Mr. Bartucci earned both his Bachelor of Business Administration and Master of Science in Accountancy from the University of Notre Dame, Mendoza College of Business. He currently is a CFA Charterholder, Certified Fraud Examiner, and Certified Public Accountant.
 
 Sarah Regan Sarah Regan
Head of Corporate Access
U.S. Equity
​T Rowe Price
As Head of Corporate Access at U.S. Equity, Sarah is responsible for establishing in-house Corporate Access solutions to positively impact the investment research process. Sarah is also focused on originating access to corporate management teams and, in partnership with the investment professionals, finding opportunities to innovate around field trips, summits, and sponsored conferences to optimize investment professionals' time and ideas.
Prior to joining T. Rowe Price, Sarah was Head of Consumer, Energy & Industrials Corporate Access at Cowen & Company and a Vice President at Bank of America Merrill Lynch within their Corporate Access unit. She earned a B.A., from the University of Virginia. Sarah chairs the Shadwell Society's "Speaker Series", Jefferson Scholars at the University of Virginia.
Please register at the link below for this first-of-its kind seminar in Philadelphia, and don't forget to submit your questions in advance for the panel.
 
Program Details
 
Date
Thursday, May 17, 2018
Time
6:00 pm - 6:30 pm - Registration and Cocktails
6:30 pm - 8:00 pm - Program and Discussion
Location
Five Below, Inc.
701 Market Street, 6th Floor
Philadelphia, PA 19106
Fee
Philadelphia Chapter Members - No Charge
Non-Chapter Member or Guest - $50
RSVP
May 15, 2018. Preregistration required. No Walk-ins Allowed
 

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