Events

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Apr 14 2026 05:00 PM PST

Networking event at the San Francisco Wine Society San Fancisco Wine Society

Networking event at the San Francisco Wine Society

Date: Tuesday, April 14, 2026

Time: 5:00 PM to 7:00 PM

Location: San Francisco Wine Society - 408 Merchant Street, San Francisco, CA 94111 (10 minute walk from BART and Muni stations)

Join NIRI SF Bay Area members and friends for an evening of relaxation and fun. We’ll enjoy wine, appetizers, and bocce! Sip a glass of fine wine or a refreshing mocktail while engaging in friendly competition on a private bocce court with NIRI President & CEO Matt Brusch. This event offers a great chance to build new friendships and strengthen existing ones in a laid-back, welcoming setting.

Free for NIRI SF Bay Area chapter members. $20 non-members/guests.

Apr 15 2026 08:00 AM PST

Breakfast with NIRI President and CEO, Matt Brusch Stacks

Join us for Breakfast with NIRI President and CEO, Matt Brusch

Date: Wednesday, April 15, 2026

Time: 8:00 AM to 9:30 AM

Location: Stacks - 361 California Drive, Burlingame, CA 94010 (Plenty of street parking or parking lot across the street)

Join us for a breakfast with Matt Brusch, President and CEO of NIRI, at Stacks Burlingame from 8:00 am to 9:30 am PT. Matt will explore a wide range of topics of interest to the IR community -- NIRI's strategic direction, the Annual Conference in June in Chicago, and other political and legislative updates. If you can’t make it to bocce in SF, join us on the Peninsula for breakfast!

Free for NIRI SF Bay Area chapter members. $20 non-members/guests.

Matt Brusch

Matt Brusch, CAE, President and CEO of NIRI: the Association for Investor Relations. Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts, and other financial community constituents. NIRI is the largest professional investor relations association in the world with members representing over 1,500 publicly held companies and $12 trillion in stock market capitalization.

Since joining the NIRI staff as Vice President, Communications in 2007, Brusch has served as Chief Programs Officer, Chief Operating Officer, and he has led NIRI as Interim CEO. Highlights of his tenure include launching NIRI's Investor Relations Charter™ (IRC) certification program, and leading development, and improving attendee satisfaction of the NIRI Annual Conference, the world's largest investor relations professional conference.

Brusch led the overhaul of NIRI's award-winning IR Update magazine and has authored numerous articles in it and in NIRI's IR Update Weekly. He has also authored and published NIRI research reports, and NIRI Think Tank reports including the Think Tank Report on Corporate Purpose, Artificial Intelligence in Investor Relations - A Report of the Think Tank on AI in IR, and The Disruption Opportunity - A Report of the NIRI Think Tank on the Future of Investor Relations.

He has been involved in capital markets and investor relations for nearly 30 years. Prior to joining the NIRI staff executive team, he was a NIRI member leading the investor relations programs for three public companies. He has also led FP&A, industry analyst relations, and corporate communications. Before this, Brusch served in market surveillance, listings qualifications and relationship management roles with the Nasdaq Stock Market. Brusch began his career as a Surface Warfare Officer in the United States Navy, completing his service with the rank of Lieutenant. He was Ordnance Officer and Combat Information Center Officer onboard USS Taylor (FFG-50) and received the Armed Forces Expeditionary Medal for wartime participation in Operation Ernest Will in the Persian Gulf. He also served onboard USS William H. Standley (CG-32) as Battery Control Officer, and as Officer in Charge, Department of Naval Science at Texas A&M Maritime Academy, he was awarded the Navy Achievement Medal for superior performance. He holds an M.B.A. from the University of Maryland, a B.S. from the Pennsylvania State University, and he is a Certified Association Executive (CAE).

Apr 15 2026 12:00 PM EST

Corporate Access Confidential

NIRI Virtual Chapter & SF Bay Area Chapter Present:

Corporate Access Confidential:

Myths vs. Reality - What 10 Years of NDR and Conference Data Actually Shows

Let’s talk about the current corporate access landscape

and how you can use data to develop your investor outreach plan

Wednesday, April 15, 2026

12:00pm - 1:00pm ET

Join industry experts Mark Pellegrino, CEO of CorpAxe, and Mary Turnbull, Managing Director on the Corporate Access team at Raymond James, for an in-depth discussion on all things corporate access. The increasing demand for access to your executive team is a challenging task for Investor Relations professionals. Understanding the data and factors driving the demand can help you in your decision-making process:

Learning Objectives:

Upon completion of this program, attendees will have a better understanding of how to:

Determine the most effective ways for the IR team to engage with investors, whether through conferences, non-deal roadshows, field trips, or calls.
Identify which executive/s are the best fit for different types of investor meetings
Evaluate the value of meetings and how to best manage executive time

Moderator:

Mary Turnbull

Managing Director, Corporate Access

Raymond James

Mary serves as Managing Director, Corporate Access at Raymond James with an emphasis on collaborating with Investor Relations professionals to develop strategies for investor outreach and targeting. In this role, Mary is also responsible for partnering with Capital Markets, Investment Banking and Research professionals to develop general and sector-specific conferences, summits and symposiums. Prior to joining Raymond James, Mary served in various research, sales and management roles at Lehman Brothers, Deutsche Bank and Salomon Smith Barney.

An active NIRI member, she is currently on the Board of NIRI Silicon Valley and previously served on the Annual Conference Committee and President of the Central Florida Chapter. She was elected a NIRI Fellow in 2023. She is a co-founder of The Women in Capital Markets Symposium (WICM), an annual event devoted to advancing the professional development of women at Raymond James.

Mary received a BA in economics from Mount Holyoke College, and an MBA in finance from Fordham University.

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Want to be part of NIRI?

Excited and interested in joining a group of talented investor relations professionals in SF Bay Area for educational events and networking opportunities? NIRI SF Bay Area's membership includes corporate investor relations officers, strategic investor relations counselors, and innovative IR related vendors. Our member companies cover all market caps and a broad range of industries. We’d love to hear from you!

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