Street Perspectives 2026: An Afternoon with the Buy Side & Sell Side

Join NIRI San Francisco Bay Area for a discussion bringing together senior voices from the sell side and buy side to discuss the markets and how public company management teams can most effectively engage with the Street in 2026.

This timely panel will examine evolving investor expectations across software, AI, and technology-enabled business models, with a focus on how capital markets dynamics, research coverage, and portfolio construction are changing—and what that means for IR strategy.

The conversation will feature perspectives from the sell side, including Elizabeth Porter, Software Analyst at Morgan Stanley, alongside buy-side analyst Jordan Martinez, Capital International, who actively invest across software and technology-driven sectors.

Program Overview

Street Perspectives 2026 is designed specifically for Investor Relations officers, CFOs, finance leaders, and capital markets professionals seeking practical insights into:

• What buy-side investors are prioritizing as software and AI business models mature
• How sell-side research is evolving in coverage initiation, valuation frameworks, and differentiation
• Best practices for engaging investors amid heightened scrutiny, faster information cycles, and AI-driven analysis
• How to position your equity story for long-term investors in a selective and performance-driven market

Panelists will share candid perspectives on what resonates—and what doesn’t—when engaging with institutional investors today, followed by an interactive discussion and audience Q&A.

Speakers:

Elizabeth Porter, Morgan Stanley

Jordan Martinez, Capital International

Moderator:

Nicole Noutsios, Statós Advisors