Latest Webinar
Shareholder Engagement with Capital Group: The Evolving Landscape of Corporate Access
Date: Wednesday, March 27, 2024
Time: 2:00PM ET / 11:00AM PT
Moderator:
Elizabeth McCarthy
Managing Director, Gilmartin Group
Speaker:
Shari Bento
Head, Corporate Access & the Investment Group
Resource Management, Capital Group
Shareholder Engagement with Capital Group: The Evolving Landscape of Corporate Access
Shareholder engagement is a fundamental part of any IR strategy. As demand for management access has grown, many institutional investment firms are bringing corporate access professionals in-house, veering away from the traditional model whereby analysts and investment banks serve as an intermediary, bringing together companies with potential investors. Understanding the rationale behind this shift, the benefits it brings, and how to best navigate the landscape to maximize results are all key to building an efficient Shareholder Engagement Plan.
In this quarter’s call, Gilmartin Managing Director, Head of Shareholder Engagement, Elizabeth McCarthy will host a moderated discussion with Capital Group’s Shari Bento (Head of Corporate Access and the Investment Group Resource Management) to discuss best practices for engagement with Capital Group.
We look forward to having you join us for a lively and informative conversation.
Featured Speaker
Shari Bento
Head, Corporate Access & the Investment Group
Resource Management, Capital Group
Read Biography
Shari Bento is head of Corporate Access and the Investment Group Resource Management Team at Capital Group, home of American Funds. She has 22 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Shari was the director of corporate access at Stephens Inc. Before that, she was part of the global corporate access team at Citigroup in NY handling execution for the REIT and consumer sectors. Earlier in her career, she worked in institutional equity sales at Janney Montgomery Scott. She holds an MBA and a bachelor’s degree in business marketing, both from Drexel University, Philadelphia. Shari is based in Los Angeles.
Moderator
Elizabeth McCarthy
Managing Director, Gilmartin Group
Read Biography
Elizabeth brings 20 years of Corporate Access experience to Gilmartin. Prior to joining, she ran the healthcare origination effort at Raymond James, building a comprehensive and differentiated Corporate Access offering. Elizabeth worked alongside management, research, banking and institutional clients to understand the unique needs of each and created a program to benefit all parties. In addition, she spent 15 years developing the framework for the Corporate Access effort at Credit Suisse. She began her career as a member of the client service team at Jennison Associates. Elizabeth holds a BA in Business & Economics from Lafayette College.
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