Agenda

4:30 pm - 5:30 pm: Cocktail reception with passed hors d'oeuvres including ahi tuna with mango salsa, eggplant crostini, figs with brie cheese and honey, and chicken skewers

5:30 pm - 6:15 pm: Presentation with Q&A from Rebecca Corbin, CEO of Corbin Advisors

6:15 pm - 8:00 pm: Seated dinner with chopped salad (romaine lettuce, Persian cucumbers, tomatoes with fresh mint, Italian parsley, and lemon vinaigrette), garlic bread, main course, and dessert (tiramisu with fresh berries).

Main course: Choose either South Beach Lobster Tail, Filet Mignon with mushrooms and red wine sauce, 'Surf and Turf' (lobster tail and filet mignon), or vegetarian mushroom risotto. Served with grilled corn, grilled asparagus, and roasted rosemary potatoes.

Open bar: beer, wine, cocktails, and non-alcoholic beverages included.

Presentation by Rebecca Corbin

The Credibility Premium:

Building Investor Conviction through Earnings

Public companies are navigating an increasingly uneven capital market, making each earnings cycle more consequential. Some are trading at record valuations and face relentless pressure to exceed expectations. Others are executing well but remain below historical or peer multiples, requiring stronger proof that performance can translate into a different valuation. At the same time, rapidly evolving themes, from AI disruption and adoption to shifting macro and demand conditions, are changing investor expectations faster than traditional reporting cycles.

During our discussion, we will explore how companies can use earnings to build credibility, shape expectations, and strengthen the long-term investment thesis, including:

• What investors are evaluating during earnings: from the quality and sustainability of results to management credibility and forward indicators
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• Managing expectations: balancing transparency, confidence, and conservatism when the stock is under pressure or priced for perfection
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• Connecting the quarter to the long-term thesis: enabling investors to understand what results signal about strategy, competitive advantage, and future earnings power
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• Communicating through emerging debates, including AI, changing demand patterns, and other issues where investor perceptions may move ahead of fundamentals
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• Turning consistent execution into a credibility premium by reinforcing the proof points that can deepen conviction and support valuation over time

RSVP

NIRI Members (all chapters):

• $40 main course choice of lobster, filet mignon, or risotto 
• $60 main course of 'Surf and Turf' (lobster tail and filet mignon)

Non-Members/Guests:

• $60 main course choice of lobster, filet mignon, or risotto
• $80 main course of 'Surf and Turf' (lobster tail and filet mignon)

Optional Parking Pass: $12

RSVP: Please RSVP by September 30, and select the appropriate ticket option based on your NIRI membership status and preferred main course. We expect this event to sell out again and we will not accept walk-ins due to capacity limitations. For more information, please reach out to nirisfbayarea@gmail.com.

Rebecca Corbin

Corbin Advisors, CEO

Rebecca is founder and CEO of Corbin Advisors and a pioneer in investor relations globally. Over her 25-year career in capital markets, she has architected a proprietary and proven methodology to drive sustained value creation based on extensive and unparalleled Voice of Investor® research and insights-driven strategies that have consistently been validated by the global equity markets.

Rebecca serves as a trusted advisor and partner to a broad range of boards and executives, who continually seek her research-based insights and counsel. Rebecca is Editor-in-chief of Inside the Buy-Side®, Corbin's flagship research publication covered worldwide that identifies and reports on investor sentiment trends globally and investor relations best practices. Rebecca is a highly sought after and prolific public speaker, including at the World Economic Forum, industry conferences, and corporate meetings. She's also a recurring guest on CNBC and Bloomberg.