IR Magazine & Q4 – West Coast virtual corporate access event - Speaker biographies
Ben Ashwell, editor, IR Magazine
Ben Ashwell is the editor at IR Magazine and Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.
Kathleen Baillie, head of global research relations and corporate access, Columbia Threadneedle Investments
Kathleen Baillie is the Head of Global Research Relations & Corporate Access at Columbia Threadneedle Investments. She joined the firm in 2018 and focuses on global research coordination, broker relations and corporate access. Previously, Ms. Baillie was head of corporate access with a hedge fund where she had responsibility for broker relations, meeting management, conference management and research coordination. She has been in the financial services industry since 2011. Ms. Baillie received her B.B.A. in Marketing from Loyola University of Maryland.
Jocelyn Cheng, global head of corporate access, Capital Group
Jocelyn Cheng is the Head of Corporate Access at Capital Group, home of the American Funds. Prior to joining Capital in 2019, Jocelyn worked in the sell-side industry at Sanford Bernstein for over a decade where she founded the Corporate Access product and team, and previously was at Gerson Lehrman Group (GLG) and FactSet. She holds a bachelor's degree in economics from Cornell University. Jocelyn is based in Los Angeles.
Mike Coffey, vice president strategy, Q4
Mike Coffey is an experienced capital markets intelligence professional with over 20 years of service in the industry. In his current role as Vice President, Strategy Mike is instrumental in product innovation and growing Q4’s highly-respected market intelligence business. Prior to joining Q4 in 2015, Mike held senior roles in the investor relations space including Managing Partner and EVP of Oxford Intelligence Partners, Managing Director of NASDAQ’s Global Corporate Services Group and VP of Thomson Reuters’ Corporate Client Group.
Jennifer Langieri, Senior Manager, Corporate Access, Fidelity Management & Research Co
Jennifer is responsible for managing FMR’s bespoke corporate access efforts in the US & Canada. In this role, she works closely with the equity research sector teams and portfolio managers to design and execute thematic corporate field trips, deep dive headquarter visits, facility tours, and direct access to public and private company managements. Jennifer also works with the global team in the scheduling and managing of FMR’s attendance at sell-side events, as well as maintaining strong partnerships with both sell-side and corporate contacts.
Liz Librizzi, SVP head of corporate access and advisory services, AllianceBernstein
Elizabeth Librizzi is a Senior Vice President and Head of Corporate Access & Advisory Services. In this capacity, she oversees the advisory and resourcing relationships for the investment teams, and manages the firm’s processes around corporate engagements. Prior to joining AB in 2019, Elizabeth spent 3 years at Credit Suisse as the head of US corporate access and 17 years at Morgan Stanley in a variety of advisory roles including commission management and institutional equity sales from 1998-2013. In 2013 she was appointed head of corporate access in the Americas. She holds a BS in Economics from the University of Scranton.
Sarah Regan, head of corporate access for US equity, T. Rowe Price
Sarah is Head of Corporate Access for U.S. Equity at T. Rowe Price. In this role, Sarah is responsible managing an in-house Corporate Access solution to positively impact the investment research process. Sarah’s team focuses on originating access to corporate management teams and, in partnership with the investment professionals, finding opportunities to innovate events around the investment professionals’ research and ideas. He team is also responsible for building on and fostering new corporate relationships to best educate companies on T. Rowe’s global funds and ensure proper connectivity between the firm’s investors and the management teams they engage.
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. Sarah also worked at Sloane & Company, a corporate communication, crisis management and investor relations firm based in New York, NY. 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.