2016 Winners Editorial - America`s Most Honored Companies

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2016 ALL-AMERICA
EXECUTIVE TEAM
Best CEOs, CFOs, IR Professionals,
IR Programs and Best Analyst Days
America’s
Most Honored
Awards Dinner & Ceremony
Companies
Thursday, March 3, 2016
Mandarin Oriental, New York
#iimosthonored
America’s Most Honored Companies Awards celebrates the U.S.
companies who rank at the top of the All-America Executive Team
ranking for their corporate leadership and investor relations expertise
as voted on by the buy- and sell-side analyst community.
144 U.S. companies achieved the honor for 2015 and will be
awarded at our dinner and ceremony on March 3, 2016 at the
Mandarin Oriental Hotel, NYC.
For more information on sponsoring
these awards, please contact:
Doug Campbell, 212-224-3299,
[email protected]
For more information on the underlying research
or attending these awards, please contact:
Ursula Kizy, 212-224-3124,
[email protected]
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
OVERVIEW
AMERICA’S
BEST INVESTOR
RELATIONS
Who participates in the study?
Institutional Investor is the industry’s most trusted source for research and rankings among top analysts
and portfolio managers. For the 2016 ranking, we collected the opinions of 1,221 portfolio managers
and buy-side analysts and 912 sell-side analysts.
When is the polling conducted?
Polling is conducted from May through July 2015.
Top-Ranked CEOs, CFOs,
IR Professionals and
Best Analyst Days
How are the results tabulated?
Voters rank the top-four companies that they believe demonstrate excellence in each of eight IR
characteristics or performance attributes. Their votes are then weighted by the rank they have assigned
each company and aggregated to produce buy-side, sell-side and combined buy- and sell-side rankings
for each sector.
How are the results disseminated?
The top-three places in each of our IR rankings are announced in December on our website, which enjoys
a global audience of more than 115,000 senior-level executives. The first-place winners are published in
the December/January edition of the print magazine. In both, the rankings presented include Best IR Program,
as well as Best CEO, CFO, IR Professional and Best Analyst Days, across 45 sectors.
Best Investor Relations attributes
Buy- and sell-side voters separately evaluate the following attributes of IR programs:
2016 ALL-AMERICA
EXECUTIVE TEAM
Best CEOs, CFOs, IR Professionals,
IR Programs and Best Analyst Days
The commentary herein is intended to highlight
results, trends, and patterns. In no event, however,
should this text be construed to constitute any type
of managerial or organizational recommendation
from Institutional Investor. In the course of gathering
information for these surveys, Institutional Investor
seeks the opinions of senior executives in corporations, fund management groups, and securities firms
to develop rankings and evaluations of individual
teams and firms. These rankings measure qualitative
performance based on voters’ expressed opinions
on research, sales, trading, investment banking, and
investor relations. While every care has been taken in
researching and compiling the information contained
in this publication, the publishers and directors of
Institutional Investor accept no responsibility for any
errors or omissions howsoever arising to the maximum permitted by law.
© 2016 Institutional Investor LLC. All rights reserved.
All text, design, and content of this survey are the
exclusive property of II. No part of this publication
may be reproduced, in whole or in part, stored in a
retrieval system, or transmitted in any form or by
any means, electronic, mechanical, photocopying,
recorded, or otherwise, without the prior written
permission of Institutional Investor. For reprint
permission, please contact Ursula Kizy
at +1 212.224.3124.
• The IR department is empowered to speak authoritatively on the company’s behalf
• The IR team is credible, candid and well informed
• The company hosts conference calls with ample time for Q&A
• The company website is well maintained and up to date
• Senior executives are accessible
• Investors are proactively informed of material events or shifts in strategy
• The company provides an appropriate level of financial disclosure and transparency
• The company responds quickly and thoroughly to requests
ABOUT US
For more than 40 years, Institutional Investor has been the undisputed leader in survey-based rankings.
Our Research Team rankings identify the top analysts covering the Asian, European, Japanese,
Latin American, Russian, and U.S. equity markets. For the past 10 years, Institutional Investor
has provided independent analyses of companies’ investor-relations programs, in conjunction
with our Executive Team rankings.
FOR ADDITIONAL INFORMATION, CONTACT:
URSULA KIZY
Account Development Manager, IR Research
[email protected]
+1 (212) 224-3124 Fax: +1 (212) 224-3719
Institutional Investor
225 Park Avenue South, 8th Fl.
New York, NY 10003
www.institutionalinvestor.com/Investor-Relations
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THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
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Balancing
Act
The 2016 All-America Executive Team
staying on top of emerging trends while maintaining a focus on
day-to-day operations can be daunting. Money managers and
sell-side researchers identify the corporate leaders who are up
to the challenge. By Carolyn Koo
Deere & Co. may be most
famous for its iconic green
and yellow tractors, but those
vehicles — along with the rest of the
company’s large agricultural, construction and forestry equipment —
now boast advanced communications
systems that enable farmers to capture
data for agronomic decision-making
and allow different pieces of machinery to talk to each other.
this development has gained significant traction under the leadership
of samuel allen, who became Deere’s
chief executive officer in 2009.
“It’s the ability for the farmer to
not only optimize his equipment and
his whole logistics, but also to get
the data off the piece of equipment
and put it into a system that’s able to
analyze and tweak what we call his
prescription of what he’s going to do
next year to improve yields,” he says.
“Farmers do see 5 to 10 percent yearover-year yield improvements by
doing this.”
allen, 62, notes that the moline,
Illinois–based manufacturer employs
about 2,400 software developers. “a
lot of people don’t appreciate that we
have that much going on in our intelligent solutions group and that level of
sophistication,” he believes. “take one
of our flagship tractors, the 8r row crop
tractor. It will have more lines of software code in it than the first microsoft
operating system had, and it will have
more computing power than the first
space shuttle.”
another major accomplishment of
allen’s tenure has been the company’s
growing presence in markets outside the
U.s., exemplified by the opening of three
facilities in China, two in brazil and one
each in India and russia. at these centers Deere makes construction machinery, farm tractors and seeding and
tillage equipment for use locally, to meet
customer needs and reduce the costs of
shipping products from other areas.
and, despite suppressed crop prices
and a projected drop in total equipment
December 2015/January 2016 / institutionalinvestor.com
2
$7.1
The amount, in
trillions, of U.S.
equity assets
managed by
firms that participated in this
year’s survey.
sales amid a sluggish global economy,
Deere has been spending a record
amount on research and development —
more than $1.4 billion in each of the past
three fiscal years — and is maintaining
that commitment, according to allen.
“We’ve chosen to stay at that high
level, to continue to bring out a suite of
new products over the next couple of
years to help mitigate some of the downturn,” he explains, pointing to the company’s first four-track tractor, as well as
a hybrid wheel loader that achieves a 40
percent improvement in fuel economy
over conventional models.
“even though it hasn’t paid off yet in
the way we think it will — globalizing
the company, seven new plants, completely expanding the product line in
support of that — I feel good that that
positions the company for the next
decade plus,” he explains.
the widespread use of telematics
and the expansion of its geographic
footprint are examples of innovations
at Deere, which posted its two highest-net-income years in fiscal 2012
($3.54 billion) and 2013 ($3.16 billion),
and they underscore how the most
heralded Ceos are able to set their companies apart from the competition and
prepare them for the future.
Portfolio managers and sell-side analysts who participate in the all-america
executive team, Institutional Investor’s
annual ranking of the nation’s best corporate leaders, are impressed. Deere is
the across-the-board winner in machinery, with allen named the sector’s best
Ceo. survey results reflect the opinions
of nearly 2,040 investment professionals
at close to 680 financial services firms.
respondents from the buy side work at
firms that collectively manage an estimated $7.1 trillion in U.s. equities.
the table on page 76 lists the U.s.
businesses that received the highest
scores in each of 45 industry sectors. a
roster of the top-ranked Ceos can be
found on page 77; the leading CFos, on
page 78; and the most highly regarded
investor relations professionals, on page
79. (executives are cited in the positions
they held on august 7, 2015, when polling concluded.) Deeper data, including
IllustratIon by Maxwell Holyoke-HIrscH
Reprinted from the December 2015/January 2016 Edition of Institutional Investor.
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
spIne credIts
75
photographer credit
Reprinted from the December 2015/January 2016 Edition of Institutional Investor.
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
december 2015/January 2016 / institutionalinvestor.com
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THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
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Industry
Champions
BeverAge, householD
+ personAl CAre proDuCts
Colgate-Palmolive Co.
new york
BioteChnology
Listed below are the companies
that earn the highest weighted
scores in each of 45 sectors.
Texas is represented most often,
with seven winners.
AerospACe + Defense
eleCtroniCs
United
Technologies Corp.
connectIcut
Airfreight + surfACe
trAnsportAtion
CSX Corp.
FlorIda
Airlines
Delta Air Lines
GeorGIa
AlternAtive energy
SunEdison
MIssourI
Gilead Sciences
calIFornIa
BroKers, Asset MAnAgers
+ exChAnges
Goldman Sachs
Group
new york
MIcHIGan
BAnKs/lArge-CAp
JPMorgan
Chase + Co.
new york
Business, eDuCAtion
+ professionAl serviCes
Nielsen
connectIcut
texas
Western Digital
Corp.
fooD*
calIFornIa
Mead Johnson
Nutrition Co.
leisure
IllInoIs
FlorIda
Carnival Corp.
WhiteWave
Foods Co.
Illumina
colorado
Marriott
International
Allergan
new Jersey
reits
General Growth
Properties
IllInoIs
Starbucks Corp.
wasHInGton
calIFornIa
retAiling/BroADlines
+ hArDlines
MAChinery
GeorGIa
Home Depot
Deere + Co.
retAiling/DepArtMent stores
+ speCiAlty softlines
IllInoIs
new york
phArMACeutiCAls
restAurAnts
life sCienCe + DiAgnostiC tools
+ MeDiCAl supplies + DeviCes
Maryland
MeDiA
Comcast Corp.
L Brands
oHIo
CheMiCAls
heAlth CAre fACilities
+ MAnAgeD CAre
UnitedHealth Group
pennsylvanIa
oHIo
MInnesota
MetAls + Mining
CVS Health Corp.
heAlth CAre teChnology
+ DistriBution
arIzona
seMiConDuCtors
Sherwin-Williams Co.
CoMputer serviCes
+ it Consulting
Cognizant
Technology
Solutions Corp.
new Jersey
ConsuMer finAnCe
Discover Financial
Services
IllInoIs
eleCtriC utilities
NextEra Energy
retAiling/fooD + Drug ChAins
Freeport-McMoRan
Cerner Corp.
nAturAl gAs + MAster
liMiteD pArtnerships
MIssourI
Enterprise Products
Partners
hoMeBuilDers + BuilDing
proDuCts
Lennar Corp.
texas
FlorIda
oil + gAs explorAtion
+ proDuCtion
MetLife
texas
integrAteD oil
FlorIda
texas
texas
eleCtriCAl equipMent
+ Multi-inDustry
internet
pAper + pACKAging
calIFornIa
nortH carolIna
wasHInGton, d.c.
how these individuals and companies
fared in the eyes of the buy side only, or
the sell side exclusively, can be found
online at iim.ag/aaet.
another company that dominates its
category — in this instance, retailing/
Food & Drug Chains — is CVs Health
Corp. Larry merlo, who became Ceo in
2011, set the bar high for corporate innovation in 2014 when the company boldly
eliminated tobacco products from its
7,800 outlets. He describes the move as
“the right decision for our brand, our business and for the health of the country.”
For instance, the move has helped
to validate the Woonsocket, rhode
Schlumberger
Sealed Air Corp.
LinkedIn Corp.
Island–based company’s role in the
health care marketplace.
“If we wanted CVs Health to be credibly viewed as a setting where health
care is delivered, then the sale of tobacco
had no place in our business model,”
explains merlo, 59. “second, the fact
that companies and consumers are now
seeing us as a convenient and affordable
point of access for quality care creates
longer-term growth opportunities for
our business.”
In addition, he reports that smokers
in states where CVs had at least a 15 percent share of the retail pharmacy market
purchased 95 million fewer packs of
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Texas Instruments
texas
shipping
Kirby Corp.
softwAre
salesforce.com
calIFornIa
teleCoMMuniCAtions*
oil serviCes + equipMent
ConocoPhillips
Danaher Corp.
rHode Island
texas
Anadarko
Petroleum Corp.
insurAnCe
new york
BAnKs/MiDCAp
Webster Financial
Corp.
Quanta Services
gAMing + loDging
Autos + Auto pArts
Delphi Automotive
it hArDwAre + eleCtroniCs
MAnufACturing serviCes
engineering + ConstruCtion
T-Mobile US
wasHInGton
Verizon
Communications
new york
*Tie.
cigarettes in the eight months following
the company’s cessation of tobacco
sales and, at the same time, those markets saw a 4 percent increase in nicotine
patch purchases. “I think a decade from
now we’ll look back on our exit from
tobacco as a truly seminal moment in
our company’s history, evolution and
continued success,” he declares.
acquisitions have also been key to
CVs’s drive to expand its core business
and broaden its base of operations. In
august it completed its $12.7 billion
takeover of Cincinnati-based pharmacy
services provider omnicare, allowing
the company to serve a growing senior
December 2015/January 2016 / institutionalinvestor.com
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Research + Rankings
“We spend a lot of time
understanding what
customers want and what
is possible with technology.”
DAviD nelMs
discover Financial services
patient population by dispensing
prescriptions in assisted-living and
long-term-care facilities. It is also in the
midst of a $1.9 billion purchase of more
than 1,600 target Corp. pharmacies
and 80 walk-in clinics that it will add
to its network of more than 1,000 retail
minuteClinic locations (which offer
routine care for common ailments and
such wellness services as flu shots);
merlo expects the deal to clear regulatory review by late December.
meanwhile, the Patient Protection
and affordable Care act has led to more
opportunities for the company as consumers play “an increasing role in their
health care decisions,” he observes.
“as a result, we see people taking more
financial responsibility for their health
care choices and costs, and CVs Health
is now in the consideration set because
our reach and unique suite of offerings
provide more convenient access to
high-quality, affordable care with
improved health outcomes.”
Discover Financial services, which
sweeps the Consumer Finance category,
has taken a different tack, harnessing
technology in its drive toward innovation.
“If we have the goal of being the
leading direct bank, obviously tech-
nology is something that we embrace
— and we have to be a leader to be
successful,” asserts David Nelms,
who became Ceo of the riverwoods,
Illinois–based outfit in 2004.
DFs partnered with online payment
services providers PayPal and Google
Wallet back in 2012 and apple Pay in
september 2015 and tasks its technology
staff with creating advanced credit card
tools such as Freeze It. this security
feature allows users to turn off new
activity on a card temporarily if it has
been misplaced and turn it back on
when it has been found, instead of going
through the hassle of canceling the card
and getting a new one issued.
“We have a history of innovation,”
says Nelms, 54. “If you go way back, we
were the first no-fee card, the first reward
card, the first 24-hour customer service
card, and today we’re the only people that
Best Ceos
AerospACe + Defense
eleCtroniCs
BroKers, Asset MAnAgers
+ exChAnges
gAMing + loDging
life sCienCe + DiAgnostiC tools
+ MeDiCAl supplies + DeviCes
reits
David Simon
simon property Group
Lloyd Blankfein
Goldman sachs Group
Christopher Nassetta
Hilton worldwide Holdings
Business, eDuCAtion
+ professionAl serviCes
heAlth CAre fACilities
+ MAnAgeD CAre
Frederick Smith / Fedex corp.
Michael Kneeland
united rentals
Stephen Hemsley
unitedHealth Group
Samuel Allen / deere + co.
Airlines
CheMiCAls
Robert Iger / walt disney co.
retAiling/BroADlines
+ hArDlines
Richard Anderson / delta air lines
Seifi Ghasemi
air products and chemicals
heAlth CAre teChnology
+ DistriBution
John Hammergren
Mckesson corp.
MetAls + Mining
Gregory Henslee
o’reilly automotive
hoMeBuilDers + BuilDing
proDuCts
nAturAl gAs + MAster
liMiteD pArtnerships
Stuart Miller / lennar corp.
Greg Armstrong
plains all american pipeline
W. Nicholas Howley
transdigm Group
Airfreight + surfACe
trAnsportAtion
AlternAtive energy
Ahmad Chatila / sunedison
Autos + Auto pArts
Kevin Clark / delphi automotive
CoMputer serviCes
+ it Consulting
Ajay Banga / Mastercard
ConsuMer finAnCe
Marc Casper
thermo Fisher scientific
MAChinery
MeDiA
Mark Millett / steel dynamics
David Nelms
insurAnCe
BAnKs/lArge-CAp
discover Financial services
Jay Fishman / travelers cos.
James Dimon
JpMorgan chase + co.
oil + gAs explorAtion
+ proDuCtion
eleCtriC utilities
integrAteD oil
William Thomas / eoG resources
James Robo / nextera energy
Rex Tillerson / exxon Mobil corp.
eleCtriCAl equipMent
+ Multi-inDustry
internet
BAnKs/MiDCAp
James Herbert II
First republic bank
BeverAge, householD
+ personAl CAre proDuCts
Ian Cook / colgate-palmolive co.
BioteChnology
John Martin / Gilead sciences
David Cote
Honeywell International
engineering + ConstruCtion*
James O’Neil III / Quanta services
David Seaton / Fluor corp.
fooD
Irwin Simon / Hain celestial Group
Mark Zuckerberg / Facebook
it hArDwAre + eleCtroniCs
MAnufACturing serviCes
oil serviCes + equipMent
Paal Kibsgaard / schlumberger
pAper + pACKAging
Jerome Peribere / sealed air corp.
restAurAnts
Howard Schultz
starbucks corp.
retAiling/DepArtMent
stores + speCiAlty softlines
Carol Meyrowitz / tJx cos.
retAiling/fooD + Drug ChAins
Larry Merlo
cvs Health corp.
seMiConDuCtors
Hock Tan / avago technologies
shipping
David Grzebinski / kirby corp.
softwAre
Timothy Cook / apple
phArMACeutiCAls*
Marc Benioff / salesforce.com
leisure
J. Michael Pearson
valeant pharmaceuticals
International
teleCoMMuniCAtions
Frank Del Rio
norwegian cruise line Holdings
Brenton Saunders / allergan
John Legere / t-Mobile us
*Tie.
December 2015/January 2016 / institutionalinvestor.com
Reprinted from the December 2015/January 2016 Edition of Institutional Investor.
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THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
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Research + Rankings
have 100 percent U.s.-based customer
service representatives. We spend a lot
of time understanding what customers
want and what is possible with technology — and then implementing that.”
DFs launched a state-of-the-art
banking system in 2014. “If our strategy
is one of differentiation and building for
the future, we felt like we really couldn’t
be on the same technology platforms
that others were on,” says Nelms. “We
had to be on a better one.” the firm’s
entire deposit base has been converted
to the new system, he adds, while
customers with personal loans will be
migrated in early 2016 and those with
student loans later in the year.
although Discover Financial doesn’t
disclose information about customer
numbers, Nelms does say that it averaged about 5 percent loan growth in
each of the past three years, versus the
“When business gets
a little tougher and
there’s some downward
pressure, that’s typically
when we invest.”
out of morgan stanley [in 2007], a lot of
investors were skeptical of the ability of
the company to succeed in a pretty competitive environment. David has been
able to accomplish a lot more than the
company was given credit for when it
became a stand-alone public company.”
although David Grzebinski has held
the top job at Houston’s Kirby Corp. for
less than two years — he was promoted
from CFo to president and Coo in January 2014 and then to Ceo in april of
that year — he sails into first place in the
shipping sector. the majority of Kirby’s
business is composed of transporting
oil and petroleum products in small
barges with 10,000- to 30,000-barrel
capacities inland along the continental
U.s. river system. However, in 2011
and 2012, the company spent more
than $1 billion on east brunswick, New
Jersey–based K-sea transportation
DAviD grzeBinsKi, kirby corp.
industry’s being flat to down during the
same period.
“David has been very thoughtful
and deliberate during his time at Discover,” says sanjay sakhrani of New
york–based Keefe, bruyette & Woods,
now in his fourth straight year at No. 1 in
Consumer Finance on the all-america
research team. “When DFs was spun
Best Cfos
AerospACe + Defense
eleCtroniCs
BroKers, Asset MAnAgers
+ exChAnges
Akhil Johri
united technologies corp.
Harvey Schwartz
Goldman sachs Group
Airfreight + surfACe
trAnsportAtion
Robert Knight Jr.
union pacific corp.
Airlines
Paul Jacobson / delta air lines
AlternAtive energy
Brian Wuebbels / sunedison
Business, eDuCAtion
+ professionAl serviCes
Michael Van Handel
ManpowerGroup
CheMiCAls
Sean Hennessy
sherwin-williams co.
CoMputer serviCes
+ it Consulting
David Rowland / accenture
Autos + Auto pArts
Robert Shanks / Ford Motor co.
ConsuMer finAnCe
gAMing + loDging
Carl Berquist
Marriott International
heAlth CAre fACilities
+ MAnAgeD CAre
David Wichmann
unitedHealth Group
heAlth CAre teChnology
+ DistriBution
Marc Naughton / cerner corp.
hoMeBuilDers + BuilDing
proDuCts
Bruce Gross / lennar corp.
insurAnCe
BAnKs/lArge-CAp
R. Mark Graf
discover Financial services
Randal Freitag
lincoln national corp.
Marianne Lake
JpMorgan chase + co.
eleCtriC utilities
integrAteD oil
Moray Dewhurst / nextera energy
Jeffrey Sheets / conocophillips
eleCtriCAl equipMent
+ Multi-inDustry
internet
BAnKs/MiDCAp
Glenn MacInnes
webster Financial corp.
Daniel Comas / danaher corp.
life sCienCe + DiAgnostiC tools
+ MeDiCAl supplies + DeviCes
Daniel Beck
boston scientific corp.
phArMACeutiCAls
Judy Brown / perrigo co.
reits
Michael LaBelle / boston properties
MAChinery
Rajesh Kalathur / deere + co.
restAurAnts
MeDiA
John Hartung
chipotle Mexican Grill
Christopher Winfrey
charter communications
retAiling/BroADlines
+ hArDlines
MetAls + Mining
Carol Tomé / Home depot
Kathleen Quirk
Freeport-McMoran
retAiling/DepArtMent stores
+ speCiAlty softlines
nAturAl gAs + MAster
liMiteD pArtnerships
retAiling/fooD + Drug ChAins
Karen Hoguet / Macy’s
Benjamin Fink
western Gas partners
David Denton / cvs Health corp.
oil + gAs explorAtion
+ proDuCtion
Kevin March / texas Instruments
David Wehner / Facebook
Robert Gwin
anadarko petroleum corp.
shipping
seMiConDuCtors
C. Andrew Smith / kirby corp.
engineering + ConstruCtion
it hArDwAre + eleCtroniCs
MAnufACturing serviCes
oil serviCes + equipMent
softwAre
Matthew Farrell
church + dwight co.
Biggs Porter / Fluor corp.
Luca Maestri / apple
Simon Ayat / schlumberger
Michael Scarpelli / servicenow
fooD
leisure
pAper + pACKAging
teleCoMMuniCAtions
BioteChnology
Kelly Haecker
whitewave Foods co.
Wendy Beck
norwegian cruise line Holdings
Carol Roberts
International paper co.
Francis Shammo
verizon communications
BeverAge, householD
+ personAl CAre proDuCts
Paul Clancy / biogen
December 2015/January 2016 / institutionalinvestor.com
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Best ir professionAls
AerospACe + Defense
eleCtroniCs
BroKers, Asset MAnAgers
+ exChAnges
Douglas Wilburne / textron
Dane Holmes
Goldman sachs Group
Airfreight + surfACe
trAnsportAtion
David Baggs / csx corp.
Airlines
Jonathan Ireland
united continental Holdings
Business, eDuCAtion
+ professionAl serviCes
Kathryn White Vanek / nielsen
CheMiCAls
Douglas Pike
lyondellbasell Industries
fooD
leisure
phArMACeutiCAls
Kathy MacDonald
Mead Johnson nutrition co.
Richard Edwards
polaris Industries
John Elicker
bristol-Myers squibb co.
gAMing + loDging
life sCienCe + DiAgnostiC tools
+ MeDiCAl supplies + DeviCes
reits
Laura Paugh
Marriott International
heAlth CAre fACilities
+ MAnAgeD CAre
John Penshorn
unitedHealth Group
AlternAtive energy
Aaron Chew / solarcity corp.
Autos + Auto pArts
Jessica Holscott
delphi automotive
BAnKs/lArge-CAp
William Callihan
pnc Financial services Group
BAnKs/MiDCAp
Terrence Mangan
webster Financial corp.
BeverAge, householD
+ personAl CAre proDuCts
Bina Thompson
colgate-palmolive co.
Joshua Zable
sirona dental systems
Kevin Berry
General Growth properties
restAurAnts
Carol DiRaimo / Jack in the box
MAChinery
Tony Huegel / deere + co.
MeDiA
retAiling/BroADlines
+ hArDlines
Mary Winn Pilkington
dollar General corp.
CoMputer serviCes
+ it Consulting
heAlth CAre teChnology
+ DistriBution
David Nelson
cognizant technology
solutions corp.
Sally Curley / cardinal Health
hoMeBuilDers + BuilDing
proDuCts
Dan Lesnak / u.s. steel corp.
retAiling/DepArtMent stores
+ speCiAlty softlines
ConsuMer finAnCe
James Zeumer / pulteGroup
William Franklin
discover Financial services
nAturAl gAs + MAster
liMiteD pArtnerships
retAiling/fooD + Drug ChAins
insurAnCe
John (Randy) Burkhalter
enterprise products partners
eleCtriC utilities
Jeffrey Kotkin
eversource energy
eleCtriCAl equipMent
+ Multi-inDustry*
Donald Bullock Jr. / eaton corp.
Matthew Gugino / danaher corp.
Sabra Purtill
Hartford Financial services Group
integrAteD oil
Vladimir dela Cruz
conocophillips
internet
Matt Sonefeldt / linkedIn corp.
Jason Armstrong / comcast corp.
MetAls + Mining
oil + gAs explorAtion
+ proDuCtion
John Colglazier
anadarko petroleum corp.
Nancy Christal / cvs Health corp.
seMiConDuCtors
Kipp Bedard / Micron technology
shipping
Sterling Adlakha / kirby corp.
softwAre
oil serviCes + equipMent
Kelly Youngblood / Halliburton co.
BioteChnology
engineering + ConstruCtion
it hArDwAre + eleCtroniCs
MAnufACturing serviCes
pAper + pACKAging
Patrick O’Brien / Gilead sciences
Kip Rupp / Quanta services
Robert Blair / western digital corp.
Ann Scott / ball corp.
Partners and three other acquisitions to
get into the business of delivering product in nearly 200,000-barrel barges
along the east, West and Gulf coasts, up
to alaska and around Hawaii.
“It added a lot of breadth to our company and, if you think about what we
move and the customers that we move
for, principally we did it on the inland
rivers,” says Grzebinski, 54. “Now we’re
doing it all over the U.s. for the same
customer group. We were moving
petroleum products inland, and they
were moving it coastwise, so it’s a great
expansion of our service.” Kirby’s operating income margins were 1 to 2 percent
when the K-sea deal was struck; today
they are in the mid-teens, he reports.
Not all the news is positive, however.
oil prices have dropped precipitously
during Grzebinski’s tenure, from more
than $100 per barrel of brent crude in
the summer of 2014 to roughly $44 in
November 2015. moreover, the resulting
curtailing of hydraulic fracturing, or
fracking, of shale rock has affected
Lance Allega / v.F. corp.
Kirby’s diesel engine operations, which
repair and supply the equipment that
supports shale activity.
“Unfortunately, we’re losing a little
bit of money in that land-based diesel
engine business,” he affirms. earlier this
year, in a bid to reduce operating costs
and increase efficiency, Kirby consolidated the five facilities where it repaired
and manufactured fracking units into a
new factory, in oklahoma City.
also, as the price of oil has been
declining, crude production has been
falling, resulting in far fewer barges
needed to transport supply. “the
uncertainty of what’s happening to the
crude market has made our customers a
little more cautious with looking at their
barge needs,” Grzebinski notes.
on the other hand, lower crude prices
are beneficial for refined products, such
as gasoline and jet fuel, which are enjoying an ensuing boost in demand, he adds.
another bright spot is the U.s. chemicals industry’s anticipated investment
of more than $100 billion to expand
John Cummings / salesforce.com
teleCoMMuniCAtions
Nils Paellmann / t-Mobile us
*Tie.
infrastructure, mostly along the Gulf
Coast, since fracking has produced an
oversupply of ethane, a key chemical
feedstock. although it probably won’t
come to fruition until 2017 or 2018,
“there should be more barge moves
because chemical volumes from these
new plants will start to emerge,” he
explains. “Given that 50 percent of what
we move, both coastal and inland, is
chemicals, it’s very important.”
also essential: positioning the
company for additional growth. Kirby is
spending close to $300 million on new
offshore equipment and is actively looking for m&a opportunities, Grzebinski
says: “When business gets a little
tougher and there’s some downward
pressure, that’s typically when we invest
countercyclically and use our balance
sheet appropriately.”
•
Online
For more, go to
iim.ag/aaet.
December 2015/January 2016 / institutionalinvestor.com
Reprinted from the December 2015/January 2016 Edition of Institutional Investor.
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
7
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
MOST HONORED COMPANIES
2016 ALL-AMERICA EXECUTIVE TEAM
A total of 1,930 companies in the United States received votes in this year’s All-America Executive Team survey. Of those companies, 273 received a first-, second-, or
third-place ranking in one or more of the following categories: Best CEO, CFO, IR Professional and IR Program. One hundred and forty-four companies were distinguished
as “Most Honored” for receiving a total of three or more ranked positions in two or more categories, while also achieving a weighted score of at least six points based on
three points for each first-place position, two for each second, and one for each third.
The following “Most Honored” companies ranked at the top of the All-America Executive Team for their corporate leadership and investor relations expertise.
COMPANY
COMPANY
COMPANY
COMPANY
Accenture
Danaher Corp.
Kinder Morgan
Sealed Air Corp.
Adobe Systems
Deere & Co.
Kirby Corp.
Sempra Energy
Aetna
Delphi Automotive
Kroger Co.
Sherwin-Williams Co.
Alaska Air Group
Delta Air Lines
L Brands
Simon Property Group
Allergan
Discover Financial Services
Lam Research Corp.
Sirona Dental Systems
American Airlines Group
Dollar General Corp.
Las Vegas Sands Corp.
SolarCity Corp.
American Express Co.
Eli Lilly and Co.
Lennar Corp.
Starbucks Corp.
AmerisourceBergen Corp.
EMC Corp.
LinkedIn Corp.
Steel Dynamics
Amgen
Enterprise Products Partners
Lockheed Martin Corp.
SunEdison
Anadarko Petroleum Corp.
EOG Resources
LyondellBasell Industries
SunPower Corp.
Apple
Exxon Mobil Corp.
Macy's
Synchrony Financial
Ball Corp.
Facebook
Marriott International
T-Mobile US
Biogen
FedEx Corp.
MasTec
TerraForm Power
BlackRock
First Republic Bank
MasterCard
Tesla Motors
Blackstone Group
Fluor Corp.
Matson
Texas Instruments
Boeing Co.
Ford Motor Co.
McDonald's Corp.
Thermo Fisher Scientific
BorgWarner
Freeport-McMoRan
Mead Johnson Nutrition Co.
TJX Cos.
Bristol-Myers Squibb Co.
General Electric Co.
MetLife
Travelers Cos.
Cardinal Health
General Growth Properties
Microsoft Corp.
U.S. Steel Corp.
Carnival Corp.
General Mills
National Oilwell Varco
Union Pacific Corp.
Caterpillar
Gilead Sciences
Newmont Mining Corp.
United Continental Holdings
CBS Corp.
Goldman Sachs Group
NextEra Energy
United Rentals
Celgene Corp.
Hain Celestial Group
Nielsen
United Technologies Corp.
Cerner Corp.
Halliburton Co.
Norwegian Cruise Line Holdings
UnitedHealth Group
Charter Communications
Hartford Financial Services Group
Pandora Media
V.F. Corp.
Chipotle Mexican Grill
HCA Holdings
Pebblebrook Hotel Trust
Verizon Communications
Church & Dwight Co.
Hewlett-Packard Co.
Pfizer
Visa
ClubCorp Holdings
Hilton Worldwide Holdings
Plains All American Pipeline
W.W. Grainger
Cognizant Technology Solutions Corp.
Home Depot
Polaris Industries
Wal-Mart Stores
Colgate-Palmolive Co.
Honeywell International
PPG Industries
Walgreens Boots Alliance
Comcast Corp.
IBM Corp.
Procter & Gamble Co.
Webster Financial Corp.
ConocoPhillips
Illumina
PulteGroup
Wells Fargo & Co.
CSX Corp.
Intel Corp.
Quanta Services
Western Digital Corp.
Cummins
International Paper Co.
Royal Caribbean Cruises
WhiteWave Foods Co.
CVS Health Corp.
Jack in the Box
salesforce.com
Yum! Brands
D.R. Horton
JPMorgan Chase & Co.
Schlumberger
Zions Bancorp.
8
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
BASIC MATERIALS
CHEMICALS
RANK
BEST CEO
RANK
1
Seifi Ghasemi, Air Products and Chemicals
2
3
RANK
BEST CEO
Seifi Ghasemi, Air Products and Chemicals
1
Seifi Ghasemi, Air Products and Chemicals*
Charles Bunch, PPG Industries*
Christopher Connor, Sherwin-Williams Co.*
Christopher Connor, Sherwin-Williams Co.
2
Christopher Connor, Sherwin-Williams Co.
–
–
Charles Bunch, PPG Industries
3
Charles Bunch, PPG Industries
–
–
BEST CFO
RANK
Sean Hennessy, Sherwin-Williams Co.
2
3
BEST CFO
RANK
BEST CFO
1
Sean Hennessy, Sherwin-Williams Co.
1
Sean Hennessy, Sherwin-Williams Co.
M. Steven Bender, Westlake Chemical Corp.
2
M. Steven Bender, Westlake Chemical Corp.
–
–
Jeffrey Rutherford, Ferro Corp.
3
Howard Ungerleider, Dow Chemical Co.*
Jeffrey Rutherford, Ferro Corp.*
–
–
BEST IR PROFESSIONAL
RANK
1
Douglas Pike, LyondellBasell Industries
2
3
RANK
RANK
1
1
RANK
BEST CEO
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Michael Monahan, Ecolab
Vincent Morales, PPG Industries
2
Douglas Pike, LyondellBasell Industries
Gregory Riddle, Eastman Chemical Co.
3
Robert Wells, Sherwin-Williams Co.
1
Douglas Pike, LyondellBasell Industries
Vincent Morales, PPG Industries
2
Robert Wells, Sherwin-Williams Co.
3
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
LyondellBasell Industries
1
LyondellBasell Industries
1
Sherwin-Williams Co.
2
PPG Industries
2
PPG Industries
2
LyondellBasell Industries
3
Sherwin-Williams Co.
3
Praxair*
Sherwin-Williams Co.*
3
Ecolab
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
RANK
1
LyondellBasell Industries
2
Dow Chemical Co.
3
Monsanto Co.
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
45 Chemicals companies nominated. Don’t see your company? Contact II to get your rankings for each category.
METALS & MINING
RANK
BEST CEO
RANK
1
Mark Millett, Steel Dynamics
2
3
RANK
RANK
BEST CEO
Mark Millett, Steel Dynamics
1
Gary Goldberg, Newmont Mining Corp.
Mario Longhi, U.S. Steel Corp.
2
Mario Longhi, U.S. Steel Corp.
–
–
Gary Goldberg, Newmont Mining Corp.
3
Klaus Kleinfeld, Alcoa
–
–
BEST CFO
RANK
1
Kathleen Quirk, Freeport-McMoRan
2
3
RANK
BEST CEO
1
BEST CFO
RANK
BEST CFO
1
Kathleen Quirk, Freeport-McMoRan
1
Stefan Wenger, Royal Gold
Karla Lewis, Reliance Steel & Aluminum Co.
2
Theresa Wagler, Steel Dynamics
–
–
Theresa Wagler, Steel Dynamics
3
Karla Lewis, Reliance Steel & Aluminum Co.
–
–
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Dan Lesnak, U.S. Steel Corp.
1
Dan Lesnak, U.S. Steel Corp.
1
Meredith Bandy, Newmont Mining Corp.
2
David Joint, Freeport-McMoRan
2
David Joint, Freeport-McMoRan
–
–
3
Meredith Bandy, Newmont Mining Corp.
–
–
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Freeport-McMoRan
1
Freeport-McMoRan
1
Royal Gold
2
U.S. Steel Corp.
2
U.S. Steel Corp.
2
Freeport-McMoRan
3
Alcoa
3
Steel Dynamics
–
–
RANK
BEST ANALYST DAYS
1
Freeport-McMoRan
2
Alcoa
–
–
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
30 Metals & Mining companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
9
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
PAPER & PACKAGING
RANK
BEST CEO
RANK
1
Jerome Peribere, Sealed Air Corp.
2
3
RANK
BEST CEO
RANK
1
Jerome Peribere, Sealed Air Corp.
John Hayes, Ball Corp.
2
David Scheible, Graphic Packaging Holding Co.
3
BEST CFO
RANK
BEST CEO
1
Jerome Peribere, Sealed Air Corp.
John Hayes, Ball Corp.
2
John Hayes, Ball Corp.
David Scheible, Graphic Packaging Holding Co.
3
Mark Sutton, International Paper Co.
BEST CFO
RANK
BEST CFO
1
Carol Roberts, International Paper Co.
1
Carol Roberts, International Paper Co.
1
Carol Roberts, International Paper Co.
2
Carol Lowe, Sealed Air Corp.
2
Carol Lowe, Sealed Air Corp.
2
Carol Lowe, Sealed Air Corp.
3
Scott Morrison, Ball Corp.
3
Scott Morrison, Ball Corp.
3
Scott Morrison, Ball Corp.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Ann Scott, Ball Corp.
1
Ann Scott, Ball Corp.*
Lori Chaitman, Sealed Air Corp.*
2
Lori Chaitman, Sealed Air Corp.
–
3
Jay Royalty, International Paper Co.
3
RANK
BEST INVESTOR RELATIONS PROGRAM
1
International Paper Co.
2
3
RANK
RANK
1
Ann Scott, Ball Corp.
–
2
Jay Royalty, International Paper Co.
John Hobbs, Plum Creek Timber Co.
3
Michele Vargas, International Paper Co.
BEST INVESTOR RELATIONS PROGRAM
1
Sealed Air Corp.
Sealed Air Corp.
2
Ball Corp.
–
BEST ANALYST DAYS
RANK
1
Sealed Air Corp.
2
Weyerhaeuser Co.
3
International Paper Co.
RANK
BEST INVESTOR RELATIONS PROGRAM
1
International Paper Co.
International Paper Co.
2
Ball Corp.
–
3
Sealed Air Corp.
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
24 Paper & Packaging companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
Institutional Investor’s Investor Relations Perception Studies
The Best CEO, CFO, IR Professional, IR Program and Analyst Days: United States/Europe/Asia/Japan/Latin America
Institutional Investor Research’s Perception Study offers the most comprehensive analysis of your company’s IR program in the industry. Your own investors
and sell-side analysts answer qualitative and quantitative questions specifically regarding your IR communications.
The Perception Study results are divided by sector. You will receive immediately actionable intelligence on your company, as well as every company nominated
within your sector, for a fully comparative evaluation of your investor relations strategy.
Don’t see your company? Contact us for details about your rankings.
Ursula Kizy
[email protected]
+1 (212) 224-3124
10
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
CAPITAL GOODS/INDUSTRIALS
AEROSPACE & DEFENSE ELECTRONICS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
W. Nicholas Howley, TransDigm Group
1
W. Nicholas Howley, TransDigm Group
1
Gregory Hayes, United Technologies Corp.
2
Gregory Hayes, United Technologies Corp.
2
Gregory Hayes, United Technologies Corp.
2
Wesley Bush, Northrop Grumman Corp.
3
Wesley Bush, Northrop Grumman Corp.
3
Wesley Bush, Northrop Grumman Corp.
3
Larry Lawson, Spirit AeroSystems Holdings
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Akhil Johri, United Technologies Corp.
1
Bruce Tanner, Lockheed Martin Corp.
1
Akhil Johri, United Technologies Corp.
2
Bruce Tanner, Lockheed Martin Corp.
2
Akhil Johri, United Technologies Corp.
2
Bruce Tanner, Lockheed Martin Corp.
3
Gregory Smith, Boeing Co.
3
Sanjay Kapoor, Spirit AeroSystems Holdings
3
Gregory Smith, Boeing Co.
RANK
BEST IR PROFESSIONAL
RANK
RANK
BEST IR PROFESSIONAL
BEST IR PROFESSIONAL
1
Douglas Wilburne, Textron
1
Douglas Wilburne, Textron
1
Jerome Kircher III, Lockheed Martin Corp.
2
Jerome Kircher III, Lockheed Martin Corp.
2
Jerome Kircher III, Lockheed Martin Corp.
2
Ryan Miller, Rockwell Collins
3
Todd Ernst, Raytheon Co.
3
Todd Ernst, Raytheon Co.
3
Jay Khetani, Precision Castparts Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
1
United Technologies Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Boeing Co.
RANK
BEST INVESTOR RELATIONS PROGRAM
1
United Technologies Corp.
2
Boeing Co.
2
United Technologies Corp.
2
Lockheed Martin Corp.
3
Lockheed Martin Corp.
3
Lockheed Martin Corp.
3
Boeing Co.
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
RANK
1
Boeing Co.
2
United Technologies Corp.
3
Lockheed Martin Corp.
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
32 Aerospace & Defense Electronics companies nominated. Don’t see your company? Contact II to get your rankings for each category.
AIRFREIGHT & SURFACE TRANSPORTATION
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Frederick Smith, FedEx Corp.
1
Lance Fritz, Union Pacific Corp.
1
Frederick Smith, FedEx Corp.
2
Bradley Jacobs, XPO Logistics
2
Bradley Jacobs, XPO Logistics
2
David Jackson, Knight Transportation*
Bradley Jacobs, XPO Logistics*
3
Lance Fritz, Union Pacific Corp.
3
Frederick Smith, FedEx Corp.
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Robert Knight Jr., Union Pacific Corp.
1
Robert Knight Jr., Union Pacific Corp.
1
Fredrik Eliasson, CSX Corp.
2
Fredrik Eliasson, CSX Corp.
2
J. Wes Frye, Old Dominion Freight Line
2
Robert Knight Jr., Union Pacific Corp.
3
Alan Graf Jr., FedEx Corp.
3
Alan Graf Jr., FedEx Corp.*
David Mee, J.B. Hunt Transport Services*
3
Alan Graf Jr., FedEx Corp.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
David Baggs, CSX Corp.
1
David Baggs, CSX Corp.
1
David Baggs, CSX Corp.
2
Patrick Fossenier, Con-way
2
Mickey Foster, FedEx Corp.
2
Robert Brunn, Ryder System
3
Mike Jones, United Parcel Service
3
Joe Wilkins, United Parcel Service
3
Patrick Fossenier, Con-way
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
CSX Corp.
1
Union Pacific Corp.
1
CSX Corp.
2
FedEx Corp.
2
FedEx Corp.
2
FedEx Corp.
3
Union Pacific Corp.
3
United Parcel Service
3
United Parcel Service
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
1
Union Pacific Corp.
2
United Parcel Service
3
FedEx Corp.
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
35 Airfreight & Surface Transportation companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
11
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
BUSINESS, EDUCATION & PROFESSIONAL SERVICES
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Michael Kneeland, United Rentals
1
Michael Kneeland, United Rentals
1
Scott Stephenson, Verisk Analytics
2
Mitch Barns, Nielsen
2
Mitch Barns, Nielsen*
Harold (Max) Messmer Jr.,
Robert Half International*
2
Mitch Barns, Nielsen*
John Haley, Towers Watson & Co.*
Michael Kneeland, United Rentals*
3
Scott Stephenson, Verisk Analytics
–
–
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Michael Van Handel, ManpowerGroup
1
Daniel Florness, Fastenal Co.
1
Michael Van Handel, ManpowerGroup
2
Daniel Florness, Fastenal Co.*
Worthing Jackman, Waste Connections*
2
Linda Huber, Moody's Corp.
2
William Plummer, United Rentals*
Worthing Jackman, Waste Connections*
–
–
–
–
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
1
Kathryn White Vanek, Nielsen
1
Robert (Chip) Merritt, McGraw Hill Financial*
Kathryn White Vanek, Nielsen*
2
Jeffrey Dodge, Equifax
–
3
Fred Bratman, United Rentals*
William Chapman, W.W. Grainger*
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST IR PROFESSIONAL
1
Kathryn White Vanek, Nielsen
–
2
Jeffrey Dodge, Equifax
–
3
Fred Bratman, United Rentals
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Nielsen
1
Nielsen
1
Nielsen
2
United Rentals
2
ManpowerGroup*
Verisk Analytics*
2
United Rentals
3
W.W. Grainger
–
–
3
W.W. Grainger
RANK
BEST ANALYST DAYS
1
Nielsen
2
Verisk Analytics
3
W.W. Grainger
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
87 Business, Education & Professional Services companies nominated. Don’t see your company? Contact II to get your rankings for each category.
ELECTRICAL EQUIPMENT & MULTI-INDUSTRY
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
David Cote, Honeywell International
1
David Cote, Honeywell International
1
David Cote, Honeywell International
2
Inge Thulin, 3M Co.
2
Inge Thulin, 3M Co.
2
Michael Lamach, Ingersoll-Rand
3
Thomas Joyce Jr., Danaher Corp.
3
Thomas Joyce Jr., Danaher Corp.
3
Inge Thulin, 3M Co.
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Daniel Comas, Danaher Corp.
1
Daniel Comas, Danaher Corp.
1
Daniel Comas, Danaher Corp.
2
Jeffrey Bornstein, General Electric Co.
2
Jeffrey Bornstein, General Electric Co.
2
Jeffrey Bornstein, General Electric Co.
3
Thomas Szlosek, Honeywell International
3
Thomas Szlosek, Honeywell International
3
Richard Fearon, Eaton Corp.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Matthew Gugino, Danaher Corp.*
Donald Bullock Jr., Eaton Corp.*
1
Matthew Ginter, 3M Co.*
Matthew Gugino, Danaher Corp.*
1
Gregory Waybright, Stanley Black & Decker
–
–
–
–
2
Matthew Cribbins, General Electric Co.*
Antonella Franzen, Tyco International*
3
Matthew Cribbins, General Electric Co.
3
Donald Bullock Jr., Eaton Corp.
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Honeywell International
1
Honeywell International
1
Honeywell International
2
General Electric Co.
2
Danaher Corp.
2
General Electric Co.
3
Danaher Corp.
3
General Electric Co.
3
Stanley Black & Decker
RANK
BEST ANALYST DAYS
1
Honeywell International
2
Danaher Corp.
3
General Electric Co.
RANK
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
53 Electrical Equipment & Multi-Industry companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
12
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
ENGINEERING & CONSTRUCTION
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
David Seaton, Fluor Corp.*
James O'Neil III, Quanta Services*
1
James O'Neil III, Quanta Services
1
David Seaton, Fluor Corp.
–
–
2
David Seaton, Fluor Corp.
2
James O'Neil III, Quanta Services
3
José Mas, MasTec
3
José Mas, MasTec
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Biggs Porter, Fluor Corp.
1
Biggs Porter, Fluor Corp.*
Derrick Jensen, Quanta Services*
–
–
2
Derrick Jensen, Quanta Services
–
–
–
–
3
Brian Ferraioli, KBR
3
Brian Ferraioli, KBR
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Kip Rupp, Quanta Services
1
Kip Rupp, Quanta Services
1
Kip Rupp, Quanta Services
2
J. Marc Lewis, MasTec
2
J. Marc Lewis, MasTec
2
Jason Landkamer, Fluor Corp.
3
Jason Landkamer, Fluor Corp.
3
Geoff Telfer, Fluor Corp.
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
Fluor Corp.
2
MasTec
3
2
RANK
BEST INVESTOR RELATIONS PROGRAM
Quanta Services
Quanta Services
3
RANK
1
1
BEST ANALYST DAYS
1
Fluor Corp.
2
Chicago Bridge & Iron Co.
3
Quanta Services
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Fluor Corp.
Fluor Corp.
2
Quanta Services
MasTec
3
Jacobs Engineering Group
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
18 Engineering & Construction companies nominated. Don’t see your company? Contact II to get your rankings for each category.
MACHINERY
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Samuel Allen, Deere & Co.
1
Samuel Allen, Deere & Co.
1
Samuel Allen, Deere & Co.
2
N. Thomas Linebarger, Cummins
2
Douglas Oberhelman, Caterpillar
2
N. Thomas Linebarger, Cummins
3
Douglas Oberhelman, Caterpillar
3
N. Thomas Linebarger, Cummins
3
Edward Doheny II, Joy Global
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Rajesh Kalathur, Deere & Co.
1
Bradley Halverson, Caterpillar
1
Patrick Ward, Cummins
2
David Graziosi, Allison Transmission Holdings
2
Rajesh Kalathur, Deere & Co.
2
James Sullivan, Joy Global
3
Bradley Halverson, Caterpillar*
Patrick Ward, Cummins*
3
David Graziosi, Allison Transmission Holdings
3
David Graziosi, Allison Transmission Holdings
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
1
Tony Huegel, Deere & Co.
1
Tony Huegel, Deere & Co.
1
Mark Smith, Cummins
2
Mark Smith, Cummins
2
Richard Moore, Caterpillar
2
Tony Huegel, Deere & Co.
3
Patrick Davidson, Oshkosh Corp.
3
Patrick Davidson, Oshkosh Corp.
3
Patrick Davidson, Oshkosh Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST IR PROFESSIONAL
BEST INVESTOR RELATIONS PROGRAM
1
Deere & Co.
1
Deere & Co.
1
Cummins
2
Caterpillar
2
Caterpillar
2
Deere & Co.
3
Cummins
3
Oshkosh Corp.
3
Caterpillar
RANK
BEST ANALYST DAYS
1
Caterpillar
2
Cummins*
Deere & Co.*
–
–
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
26 Machinery companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
13
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
SHIPPING
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
David Grzebinski, Kirby Corp.
–
–
1
David Grzebinski, Kirby Corp.
–
–
–
–
–
–
–
–
–
–
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
C. Andrew Smith, Kirby Corp.
–
–
1
C. Andrew Smith, Kirby Corp.
2
Joel Wine, Matson
–
–
2
Joel Wine, Matson
–
–
–
–
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Sterling Adlakha, Kirby Corp.
–
–
1
Sterling Adlakha, Kirby Corp.
2
Jerome Holland, Matson
–
–
2
Jerome Holland, Matson
–
–
–
–
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
Kirby Corp.
1
Kirby Corp.
–
–
1
–
–
–
–
–
–
–
–
–
–
–
–
RANK
BEST ANALYST DAYS
–
–
–
–
–
–
RANK
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
7 Shipping companies nominated. Don’t see your company? Contact II to get your rankings for each category.
All angles, one Perception Study
Our IR Perception Study offers authoritative perspectives from
the buy side, the sell side, and corporates.
BUY S
IDE
Strengthening relationships with your
investors — and attracting new ones — has never been easier.
INSTITUTIONAL INVESTOR’S IR PERCEPTION STUDIES
U.S./EUROPE/ASIA/JAPAN/ LATIN AMERICA
SELL S
IDE
COR
PORA
TE
Contact:
Ursula Kizy
[email protected] l www.institutionalinvestor.com
14
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
CONSUMER
AIRLINES
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Richard Anderson, Delta Air Lines
1
Richard Anderson, Delta Air Lines
1
Richard Anderson, Delta Air Lines
2
W. Douglas Parker, American Airlines Group
2
W. Douglas Parker, American Airlines Group
2
Bradley Tilden, Alaska Air Group
3
Bradley Tilden, Alaska Air Group
3
Gary Kelly, Southwest Airlines Co.
3
W. Douglas Parker, American Airlines Group
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Paul Jacobson, Delta Air Lines
1
Paul Jacobson, Delta Air Lines
1
Paul Jacobson, Delta Air Lines
2
Derek Kerr, American Airlines Group
2
Brandon Pedersen, Alaska Air Group
2
Derek Kerr, American Airlines Group
3
Brandon Pedersen, Alaska Air Group
3
Tammy Romo, Southwest Airlines Co.
3
Brandon Pedersen, Alaska Air Group
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Jonathan Ireland, United Continental Holdings
1
Jonathan Ireland, United Continental Holdings
1
Daniel Cravens, American Airlines Group
2
Daniel Cravens, American Airlines Group
2
Jill Greer, Delta Air Lines
2
Jonathan Ireland, United Continental Holdings
3
Jill Greer, Delta Air Lines
3
Daniel Cravens, American Airlines Group
3
DeAnne Gabel, Spirit Airlines
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Delta Air Lines
2
3
RANK
1
Delta Air Lines
Alaska Air Group
2
United Continental Holdings
3
BEST ANALYST DAYS
RANK
1
Delta Air Lines
2
Alaska Air Group
3
Southwest Airlines Co.
BEST INVESTOR RELATIONS PROGRAM
1
Delta Air Lines
United Continental Holdings
2
Alaska Air Group
Alaska Air Group
3
United Continental Holdings
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
11 Airlines companies nominated. Don’t see your company? Contact II to get your rankings for each category.
AUTOS & AUTO PARTS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Kevin Clark, Delphi Automotive
1
Kevin Clark, Delphi Automotive
1
Kevin Clark, Delphi Automotive
2
Elon Musk, Tesla Motors
2
Elon Musk, Tesla Motors
2
Jacques Esculier, Wabco Holdings
3
Jacques Esculier, Wabco Holdings
3
James Verrier, BorgWarner
3
Elon Musk, Tesla Motors
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Robert Shanks, Ford Motor Co.
1
Mark Murphy, Delphi Automotive
1
Robert Shanks, Ford Motor Co.
2
Mark Murphy, Delphi Automotive
2
William Quigley III, Dana Holding Corp.
2
Ronald Hundzinski, BorgWarner*
Mark Murphy, Delphi Automotive*
3
Ronald Hundzinski, BorgWarner
–
–
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Jessica Holscott, Delphi Automotive
1
Jessica Holscott, Delphi Automotive
1
Jessica Holscott, Delphi Automotive
2
Jeffrey Evanson, Tesla Motors
2
Kenneth Lamb II, BorgWarner
2
Jeffrey Evanson, Tesla Motors
3
Kenneth Lamb II, BorgWarner
3
Jeffrey Evanson, Tesla Motors
3
Glen Ponczak, Johnson Controls*
Christian Fife, Wabco Holdings*
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Delphi Automotive
1
Delphi Automotive
1
Delphi Automotive
2
BorgWarner
2
BorgWarner
2
Ford Motor Co.
3
Ford Motor Co.
3
Ford Motor Co.
3
General Motors Co.
RANK
BEST ANALYST DAYS
1
Delphi Automotive
2
Ford Motor Co.
3
General Motors Co.
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
25 Autos & Auto Parts companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
15
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
BEVERAGE, HOUSEHOLD & PERSONAL CARE PRODUCTS (INCLUDING COSMETICS)
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Ian Cook, Colgate-Palmolive Co.
1
Ian Cook, Colgate-Palmolive Co.
1
James Lillie, Jarden Corp.
2
Fabrizio Freda, Estée Lauder Cos.
2
Fabrizio Freda, Estée Lauder Cos.
–
–
3
James Craigie, Church & Dwight Co.
3
James Craigie, Church & Dwight Co.
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Matthew Farrell, Church & Dwight Co.
1
Jon Moeller, Procter & Gamble Co.
1
Stephen Robb, Clorox Co.
2
Jon Moeller, Procter & Gamble Co.
2
Matthew Farrell, Church & Dwight Co.
–
–
3
Stephen Robb, Clorox Co.
3
Kathy Waller, Coca-Cola Co.*
Tracey Travis, Estée Lauder Cos.*
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Bina Thompson, Colgate-Palmolive Co.
1
Bina Thompson, Colgate-Palmolive Co.
1
Rachel Wilson, Jarden Corp.
2
John Chevalier, Procter & Gamble Co.
2
John Chevalier, Procter & Gamble Co.
2
Nancy O'Donnell, Newell Rubbermaid*
John Chevalier, Procter & Gamble Co.*
3
Patty Yahn-Urlaub, Constellation Brands
3
Patty Yahn-Urlaub, Constellation Brands
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
1
Colgate-Palmolive Co.
2
3
BEST INVESTOR RELATIONS PROGRAM
1
Colgate-Palmolive Co.
–
–
Procter & Gamble Co.
2
Procter & Gamble Co.
–
–
Coca-Cola Co.
3
Coca-Cola Co.
–
–
RANK
BEST ANALYST DAYS
1
Procter & Gamble Co.
2
Coca-Cola Co.
3
Church & Dwight Co.
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
32 Beverage, Household & Personal Care Products companies nominated. Don’t see your company? Contact II to get your rankings for each category.
FOOD
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Irwin Simon, Hain Celestial Group
1
Irwin Simon, Hain Celestial Group
–
–
2
Gregg Engles, WhiteWave Foods Co.
2
Robert Gamgort, Pinnacle Foods
–
–
3
John Bryant, Kellogg Co.*
Robert Gamgort, Pinnacle Foods*
3
Irene Rosenfeld, Mondelēz International
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Kelly Haecker, WhiteWave Foods Co.
1
Ray Young, Archer-Daniels-Midland Co.
–
–
2
Ray Young, Archer-Daniels-Midland Co.*
Donal Mulligan, General Mills*
2
Kelly Haecker, WhiteWave Foods Co.
–
–
–
–
3
Donal Mulligan, General Mills
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Kathy MacDonald, Mead Johnson
Nutrition Co.
1
Kathy MacDonald, Mead Johnson Nutrition Co.
1
Joyce Brooks, McCormick & Co.
2
Joyce Brooks, McCormick & Co.
2
Kristen Wenker, General Mills*
Mary Celeste Anthes, Hain Celestial Group*
2
Kathy MacDonald, Mead Johnson Nutrition Co.
3
Mary Celeste Anthes, Hain Celestial Group
–
–
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Mondelēz International
1
Mondelēz International
1
Kellogg Co.
2
Mead Johnson Nutrition Co.
2
Archer-Daniels-Midland Co.
–
–
3
General Mills
3
General Mills
–
–
RANK
BEST ANALYST DAYS
1
Mondelēz International
2
Kellogg Co.
3
Mead Johnson Nutrition Co.
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
31 Food companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
16
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
GAMING & LODGING
RANK
BEST CEO
RANK
1
Christopher Nassetta, Hilton
Worldwide Holdings
2
3
RANK
BEST CEO
RANK
1
Christopher Nassetta, Hilton
Worldwide Holdings
Arne Sorenson, Marriott International
2
Stephen Wynn, Wynn Resorts
3
BEST CFO
RANK
BEST CEO
1
Christopher Nassetta, Hilton
Worldwide Holdings
Arne Sorenson, Marriott International
2
Arne Sorenson, Marriott International
Stephen Wynn, Wynn Resorts
3
Stephen Wynn, Wynn Resorts
BEST CFO
RANK
BEST CFO
1
Carl Berquist, Marriott International
1
Carl Berquist, Marriott International
1
Kevin Jacobs, Hilton Worldwide Holdings
2
Kevin Jacobs, Hilton Worldwide Holdings
2
Kevin Jacobs, Hilton Worldwide Holdings
2
Carl Berquist, Marriott International
3
Thomas Conforti, Wyndham Worldwide Corp.
3
Thomas Conforti, Wyndham Worldwide Corp.
3
Daniel D'Arrigo, MGM Resorts International
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Laura Paugh, Marriott International
1
Laura Paugh, Marriott International
1
Laura Paugh, Marriott International
2
Christian Charnaux, Hilton Worldwide Holdings
2
Daniel Briggs, Las Vegas Sands Corp.
2
Christian Charnaux, Hilton Worldwide Holdings
3
Daniel Briggs, Las Vegas Sands Corp.
3
Christian Charnaux, Hilton
Worldwide Holdings
3
Daniel Briggs, Las Vegas Sands Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Marriott International
1
Marriott International
1
Marriott International
2
Hilton Worldwide Holdings
2
Las Vegas Sands Corp.
2
Hilton Worldwide Holdings
3
Las Vegas Sands Corp.
3
Hilton Worldwide Holdings
3
Las Vegas Sands Corp.
RANK
BEST ANALYST DAYS
RANK
RANK
BEST ANALYST DAYS
1
Marriott International
2
Hilton Worldwide Holdings
3
Starwood Hotels & Resorts Worldwide
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
21 Gaming & Lodging companies nominated. Don’t see your company? Contact II to get your rankings for each category.
HOMEBUILDERS & BUILDING PRODUCTS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Stuart Miller, Lennar Corp.
1
Stuart Miller, Lennar Corp.
1
Stuart Miller, Lennar Corp.
2
Jeffrey Lorberbaum, Mohawk Industries
2
David Auld, D.R. Horton*
Jeffrey Lorberbaum, Mohawk Industries*
2
C. Howard Nye, Martin Marietta Materials
3
David Auld, D.R. Horton
–
–
3
Jeffrey Lorberbaum, Mohawk Industries
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Bruce Gross, Lennar Corp.
1
Bruce Gross, Lennar Corp.
1
Jeff McCall, Standard Pacific Corp.
2
Bill Wheat, D.R. Horton
2
Bill Wheat, D.R. Horton
2
Bruce Gross, Lennar Corp.
3
Jeff McCall, Standard Pacific Corp.
3
Robert O’Shaughnessy, PulteGroup
3
Bill Wheat, D.R. Horton*
John McPherson, Vulcan Materials Co.*
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
James Zeumer, PulteGroup
1
James Zeumer, PulteGroup
1
James Zeumer, PulteGroup
2
Thierry Denis, Owens Corning*
Mark Warren, Vulcan Materials Co.*
2
Frederick Cooper, Toll Brothers
2
Brent Anderson, Meritage Homes Corp.
–
–
–
–
3
Thierry Denis, Owens Corning
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
PulteGroup
1
PulteGroup
1
Owens Corning
2
Toll Brothers
2
Lennar Corp.
2
PulteGroup
3
Lennar Corp.
3
Toll Brothers
3
USG Corp.
1
RANK
BEST ANALYST DAYS
1
PulteGroup
2
Lennar Corp.
3
Masco Corp.
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
31 Homebuilders & Building Products companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
17
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
LEISURE
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Frank Del Rio, Norwegian Cruise Line Holdings
1
Frank Del Rio, Norwegian Cruise Line Holdings
1
Eric Affeldt, ClubCorp Holdings
2
Arnold Donald, Carnival Corp.*
Scott Wine, Polaris Industries*
2
Arnold Donald, Carnival Corp.
–
–
–
–
3
Scott Wine, Polaris Industries
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Wendy Beck, Norwegian Cruise Line Holdings
1
Wendy Beck, Norwegian Cruise Line Holdings
–
–
2
Michael Barkin, Vail Resorts
2
David Bernstein, Carnival Corp.
–
–
3
David Bernstein, Carnival Corp.
–
–
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Richard Edwards, Polaris Industries
1
Beth Roberts, Carnival Corp.
1
Richard Edwards, Polaris Industries
2
Beth Roberts, Carnival Corp.
2
Laura Hodges, Royal Caribbean Cruises
–
–
3
Frank Molina, ClubCorp Holdings*
Laura Hodges, Royal Caribbean Cruises*
–
–
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Carnival Corp.
1
Carnival Corp.
–
–
2
ClubCorp Holdings
2
Royal Caribbean Cruises
–
–
3
Royal Caribbean Cruises
3
Norwegian Cruise Line Holdings
–
–
RANK
BEST ANALYST DAYS
1
Carnival Corp.
2
Polaris Industries
3
ClubCorp Holdings
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
25 Leisure companies nominated. Don’t see your company? Contact II to get your rankings for each category.
RESTAURANTS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Howard Schultz, Starbucks Corp.
1
Howard Schultz, Starbucks Corp.
1
Howard Schultz, Starbucks Corp.
2
Steve Ells, Montgomery Moran,
Chipotle Mexican Grill
2
Steve Ells, Montgomery Moran,
Chipotle Mexican Grill
2
Leonard Comma, Jack in the Box
3
Leonard Comma, Jack in the Box
3
Stephen Easterbrook, McDonald's Corp.
3
Steve Ells, Montgomery Moran,
Chipotle Mexican Grill
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
John Hartung, Chipotle Mexican Grill
1
John Hartung, Chipotle Mexican Grill
1
Scott Maw, Starbucks Corp.
2
Scott Maw, Starbucks Corp.
2
Scott Maw, Starbucks Corp.
2
John Hartung, Chipotle Mexican Grill
3
Jerry Rebel, Jack in the Box
3
Jerry Rebel, Jack in the Box
3
Lawrence Hyatt,
Cracker Barrel Old Country Store
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Carol DiRaimo, Jack in the Box
1
Carol DiRaimo, Jack in the Box
1
Carol DiRaimo, Jack in the Box
2
Steve Schmitt, Yum! Brands
2
Steve Schmitt, Yum! Brands
2
Chris Stent, McDonald's Corp.
3
Chris Stent, McDonald's Corp.
3
JoAnn DeGrande, Starbucks Corp.
3
Stacey Caravella, Dunkin' Brands Group*
Steve Schmitt, Yum! Brands*
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Starbucks Corp.
1
Starbucks Corp.
1
Starbucks Corp.
2
McDonald's Corp.
2
McDonald's Corp.
2
Jack in the Box
3
Yum! Brands
3
Yum! Brands
3
Cheesecake Factory
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
1
Starbucks Corp.
2
Yum! Brands
3
McDonald's Corp.
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
37 Restaurants companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
18
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
RETAILING/BROADLINES & HARDLINES
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Gregory Henslee, O'Reilly Automotive
1
Brian Cornell, Target Corp.
1
Gregory Sandfort, Tractor Supply Co.
2
Brian Cornell, Target Corp.
2
Bob Sasser, Dollar Tree
2
Gregory Henslee, O'Reilly Automotive
3
Gregory Sandfort, Tractor Supply Co.
3
William Rhodes III, AutoZone
3
Hubert Joly, Best Buy Co.
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Carol Tomé, Home Depot
1
Carol Tomé, Home Depot
1
Carol Tomé, Home Depot
2
Sharon McCollam, Best Buy Co.
2
Sharon McCollam, Best Buy Co.*
Richard Galanti, Costco Wholesale Corp.*
2
Sharon McCollam, Best Buy Co.
3
Richard Galanti, Costco Wholesale Corp.
–
–
3
Anthony Crudele, Tractor Supply Co.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Mary Winn Pilkington, Dollar General Corp.
1
Mary Winn Pilkington, Dollar General Corp.
1
Mary Winn Pilkington, Dollar General Corp.
2
Brian Campbell, AutoZone
2
Randy Guiler, Dollar Tree
2
Brian Campbell, AutoZone
3
Carol Schumacher, Wal-Mart Stores
3
Katharine Kenny, CarMax*
Carol Schumacher, Wal-Mart Stores*
3
Carol Schumacher, Wal-Mart Stores
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Home Depot
1
Home Depot
1
Home Depot
2
Wal-Mart Stores
2
Dollar General Corp.
2
Tractor Supply Co.
3
Dollar General Corp.
3
Costco Wholesale Corp.
3
Wal-Mart Stores
RANK
BEST ANALYST DAYS
1
Home Depot
2
Wal-Mart Stores
3
Target Corp.
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
44 Retailing/Broadlines & Hardlines companies nominated. Don’t see your company? Contact II to get your rankings for each category.
RETAILING/DEPARTMENT STORES & SPECIALTY SOFTLINES (INCLUDING APPAREL, FOOTWEAR, JEWELRY AND TEXTILES)
RANK
BEST CEO
1
Carol Meyrowitz, TJX Cos.
2
3
RANK
RANK
BEST CEO
RANK
1
Carol Meyrowitz, TJX Cos.
Mark Parker, Nike
2
Leslie Wexner, L Brands
3
BEST CFO
RANK
BEST CEO
1
Leslie Wexner, L Brands
Mark Parker, Nike
2
Carol Meyrowitz, TJX Cos.
Terry Lundgren, Macy's
3
Eric Wiseman, V.F. Corp.
BEST CFO
RANK
BEST CFO
1
Karen Hoguet, Macy's
1
Karen Hoguet, Macy's
1
Stuart Burgdoerfer, L Brands
2
Stuart Burgdoerfer, L Brands
2
Scott Goldenberg, TJX Cos.
2
Karen Hoguet, Macy's
3
Scott Goldenberg, TJX Cos.
3
Stuart Burgdoerfer, L Brands
3
Sabrina Simmons, Gap
RANK
BEST IR PROFESSIONAL
1
Lance Allega, V.F. Corp.
2
3
RANK
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Amie Preston, L Brands
Andrea Shaw Resnick, Coach
2
Lance Allega, V.F. Corp.
James Grant, Signet Jewelers
3
Andrea Shaw Resnick, Coach
1
Lance Allega, V.F. Corp.
Amie Preston, L Brands
2
Andrea Shaw Resnick, Coach
3
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
V.F. Corp.
1
V.F. Corp.
1
L Brands
2
L Brands
2
Macy's
2
V.F. Corp.
3
Macy's
3
Nike
3
PVH Corp.
RANK
BEST ANALYST DAYS
1
V.F. Corp.
2
L Brands
3
Nike
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
62 Retailing/Department Stores & Specialty Softlines companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
19
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
RETAILING/FOOD & DRUG CHAINS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Larry Merlo, CVS Health Corp.
1
Larry Merlo, CVS Health Corp.
1
Larry Merlo, CVS Health Corp.
2
W. Rodney McMullen, Kroger Co.
2
W. Rodney McMullen, Kroger Co.
2
John Mackey, Walter Robb, Whole Foods Market
3
Stefano Pessina, Walgreens Boots Alliance
3
Stefano Pessina, Walgreens Boots Alliance
3
W. Rodney McMullen, Kroger Co.
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
David Denton, CVS Health Corp.
1
David Denton, CVS Health Corp.
1
David Denton, CVS Health Corp.
2
J. Michael Schlotman, Kroger Co.
2
George Fairweather, Walgreens Boots Alliance
2
Mark Shamber, United Natural Foods
3
George Fairweather, Walgreens Boots Alliance
3
J. Michael Schlotman, Kroger Co.
3
J. Michael Schlotman, Kroger Co.
RANK
BEST IR PROFESSIONAL
1
Nancy Christal, CVS Health Corp.
2
3
RANK
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Nancy Christal, CVS Health Corp.
1
Nancy Christal, CVS Health Corp.
Gerald Gradwell, Walgreens Boots Alliance
2
Gerald Gradwell, Walgreens Boots Alliance
–
–
Cindy Holmes, Kroger Co.*
Ashish Kohli, Walgreens Boots Alliance*
3
Cindy Holmes, Kroger Co.
–
–
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
CVS Health Corp.
1
CVS Health Corp.
1
CVS Health Corp.
2
Walgreens Boots Alliance
2
Walgreens Boots Alliance
2
Sprouts Farmers Market
3
Kroger Co.*
Sprouts Farmers Market*
3
Kroger Co.
3
United Natural Foods
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
RANK
1
CVS Health Corp.
2
Kroger Co.
3
Walgreens Boots Alliance
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
17 Retailing/Food & Drug Chains companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
Institutional Investor’s Investor Relations Perception Studies
The Best CEO, CFO, IR Professional, IR Program and Analyst Days: United States/Europe/Asia/Japan/Latin America
Institutional Investor Research’s Perception Study offers the most comprehensive analysis of your company’s IR program in the industry. Your own investors
and sell-side analysts answer qualitative and quantitative questions specifically regarding your IR communications.
The Perception Study results are divided by sector. You will receive immediately actionable intelligence on your company, as well as every company nominated
within your sector, for a fully comparative evaluation of your investor relations strategy.
Don’t see your company? Contact us for details about your rankings.
Ursula Kizy
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+1 (212) 224-3124
20
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
ENERGY
ALTERNATIVE ENERGY
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Ahmad Chatila, SunEdison
1
Ahmad Chatila, SunEdison
1
Lyndon Rive, SolarCity Corp.
2
Thomas Werner, SunPower Corp.
2
Thomas Werner, SunPower Corp.
–
–
3
Lyndon Rive, SolarCity Corp.
3
Todd Becker, Green Plains
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Brian Wuebbels, SunEdison
1
Brian Wuebbels, SunEdison
–
–
2
Alejandro Hernandez, TerraForm Power
2
Alejandro Hernandez, TerraForm Power
–
–
3
Brad Buss, SolarCity Corp.
3
Brad Buss, SolarCity Corp.
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Aaron Chew, SolarCity Corp.
1
Brett Prior, TerraForm Power
1
Aaron Chew, SolarCity Corp.
2
Brett Prior, TerraForm Power
2
Aaron Chew, SolarCity Corp.
–
–
3
Robert Okunski, SunPower Corp.
3
Robert Okunski, SunPower Corp.
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
SunEdison
1
SunEdison
1
SolarCity Corp.
2
SolarCity Corp.
2
TerraForm Power
–
–
3
TerraForm Power
3
SolarCity Corp.
–
–
RANK
BEST ANALYST DAYS
1
SunEdison
2
SunPower Corp.
3
First Solar
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
16 Alternative Energy companies nominated. Don’t see your company? Contact II to get your rankings for each category.
ELECTRIC UTILITIES
RANK
BEST CEO
RANK
1
James Robo, NextEra Energy
2
3
RANK
BEST CEO
RANK
1
James Robo, NextEra Energy
Debra Reed, Sempra Energy
2
Gale Klappa, WEC Energy Group
3
BEST CFO
RANK
BEST CEO
1
James Robo, NextEra Energy
Debra Reed, Sempra Energy
2
Debra Reed, Sempra Energy
Gale Klappa, WEC Energy Group
3
Gale Klappa, WEC Energy Group
BEST CFO
RANK
BEST CFO
1
Moray Dewhurst, NextEra Energy
1
Moray Dewhurst, NextEra Energy
1
Thomas Webb, CMS Energy Corp.
2
Thomas Webb, CMS Energy Corp.
2
Thomas Webb, CMS Energy Corp.
2
Moray Dewhurst, NextEra Energy
3
Joseph Householder, Sempra Energy
3
Kirkland Andrews, NRG Energy
3
Joseph Householder, Sempra Energy
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Jeffrey Kotkin, Eversource Energy
1
Jeffrey Kotkin, Eversource Energy
1
Jeffrey Kotkin, Eversource Energy
2
Scott Cunningham, Edison International
2
Scott Cunningham, Edison International
2
Richard Vaccari, Sempra Energy
3
Randy Hulen, NiSource
3
Randy Hulen, NiSource
3
Scott Cunningham, Edison International
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
NextEra Energy
1
NextEra Energy
1
Sempra Energy
2
Southern Co.
2
Southern Co.
2
Southern Co.
3
Sempra Energy
3
CMS Energy Corp.
3
Dominion Resources
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
1
NextEra Energy
2
Sempra Energy
3
Dominion Resources
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
45 Electric Utilities companies nominated. Don’t see your company? Contact II to get your rankings for each category.
21
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
INTEGRATED OIL
RANK
BEST CEO
RANK
1
Rex Tillerson, Exxon Mobil Corp.
2
3
RANK
BEST CEO
RANK
1
Rex Tillerson, Exxon Mobil Corp.
Ryan Lance, ConocoPhillips
2
Gregory Goff, Tesoro Corp.
3
BEST CFO
RANK
Ryan Lance, ConocoPhillips
Ryan Lance, ConocoPhillips
2
Joseph Gorder, Valero Energy Corp.
John Watson, Chevron Corp.*
Gregory Goff, Tesoro Corp.*
3
Gregory Goff, Tesoro Corp.
BEST CFO
RANK
1
Jeffrey Sheets, ConocoPhillips
1
Andrew Swiger, Exxon Mobil Corp.
2
Andrew Swiger, Exxon Mobil Corp.
–
3
Erik Young, PBF Energy*
Michael Ciskowski, Valero Energy Corp.*
–
RANK
BEST IR PROFESSIONAL
RANK
BEST CEO
1
BEST CFO
1
Jeffrey Sheets, ConocoPhillips
–
2
Erik Young, PBF Energy
–
–
–
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Vladimir dela Cruz, ConocoPhillips
1
Vladimir dela Cruz, ConocoPhillips
1
Vladimir dela Cruz, ConocoPhillips
2
Ellen DeSanctis, ConocoPhillips
2
Jay Wilson, Hess Corp.
2
Ellen DeSanctis, ConocoPhillips
3
Jay Wilson, Hess Corp.
–
–
3
John Locke, Valero Energy Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
ConocoPhillips
1
Exxon Mobil Corp.
1
ConocoPhillips
2
Exxon Mobil Corp.
2
ConocoPhillips
2
Valero Energy Corp.
3
Chevron Corp.
3
Chevron Corp.
3
Tesoro Corp.
RANK
BEST ANALYST DAYS
1
Chevron Corp.
2
ConocoPhillips
3
Exxon Mobil Corp.
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
13 Integrated Oil companies nominated. Don’t see your company? Contact II to get your rankings for each category.
NATURAL GAS & MASTER LIMITED PARTNERSHIPS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Greg Armstrong, Plains All American Pipeline
1
Greg Armstrong, Plains All American Pipeline
1
Greg Armstrong, Plains All American Pipeline
2
Michael Creel, Enterprise Products Partners
2
Michael Creel, Enterprise Products Partners
2
Michael Creel, Enterprise Products Partners
3
Michael Mears, Magellan Midstream Partners
3
Michael Mears, Magellan Midstream Partners
3
Michael Mears, Magellan Midstream Partners
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Benjamin Fink, Western Gas Partners
1
Benjamin Fink, Western Gas Partners
1
Benjamin Fink, Western Gas Partners
2
Kimberly Dang, Kinder Morgan
2
Kimberly Dang, Kinder Morgan
2
Kimberly Dang, Kinder Morgan
3
Al Swanson, Plains All American Pipeline
3
Al Swanson, Plains All American Pipeline
3
Al Swanson, Plains All American Pipeline
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
John (Randy) Burkhalter,
Enterprise Products Partners
1
John (Randy) Burkhalter,
Enterprise Products Partners
1
John (Randy) Burkhalter,
Enterprise Products Partners
2
Sanjay Lad, Enbridge Energy Partners
2
Sanjay Lad, Enbridge Energy Partners
2
Ryan Smith, Plains All American Pipeline
3
Ryan Smith, Plains All American Pipeline
3
Ryan Smith, Plains All American Pipeline
3
Sanjay Lad, Enbridge Energy Partners
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Enterprise Products Partners
1
Enterprise Products Partners
1
Enterprise Products Partners
2
Plains All American Pipeline
2
Plains All American Pipeline
2
Plains All American Pipeline
3
Kinder Morgan
3
Kinder Morgan
3
Kinder Morgan
RANK
BEST ANALYST DAYS
1
Enterprise Products Partners
2
Plains All American Pipeline
3
Kinder Morgan
RANK
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
70 Natural Gas & Master Limited Partnerships companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
22
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
OIL & GAS EXPLORATION & PRODUCTION
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
William Thomas, EOG Resources
1
William Thomas, EOG Resources
1
R.A. Walker, Anadarko Petroleum Corp.*
Thomas Jorden, Cimarex Energy Co.*
2
R.A. Walker, Anadarko Petroleum Corp.
2
R.A. Walker, Anadarko Petroleum Corp.
–
–
3
Thomas Jorden, Cimarex Energy Co.
3
Timothy Leach, Concho Resources
3
S.P. Johnson IV, Carrizo Oil & Gas*
Jeffrey Ventura, Range Resources Corp.*
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Robert Gwin, Anadarko Petroleum Corp.
1
Robert Gwin, Anadarko Petroleum Corp.
1
Robert Gwin, Anadarko Petroleum Corp.
2
Timothy Driggers, EOG Resources
2
Timothy Driggers, EOG Resources
2
Paul Korus, Cimarex Energy Co.
3
Scott Schroeder, Cabot Oil & Gas Corp.
3
Scott Schroeder, Cabot Oil & Gas Corp.
3
Joseph Gatto Jr., Callon Petroleum Co.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
John Colglazier, Anadarko Petroleum Corp.
1
John Colglazier, Anadarko Petroleum Corp.
1
Jeffrey Hayden, Carrizo Oil & Gas
2
Jeffrey Hayden, Carrizo Oil & Gas
2
Stephen Campbell, Newfield Exploration Co.
2
John Colglazier, Anadarko Petroleum Corp.
3
Stephen Campbell, Newfield Exploration Co.
3
Rodney Waller, Range Resources Corp.
3
Howard Thill, Devon Energy Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
Range Resources Corp.
2
Devon Energy Corp.
3
2
RANK
BEST INVESTOR RELATIONS PROGRAM
Anadarko Petroleum Corp.
Anadarko Petroleum Corp.
3
RANK
1
1
BEST ANALYST DAYS
1
Anadarko Petroleum Corp.
2
Carrizo Oil & Gas
3
EOG Resources
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Anadarko Petroleum Corp.
Range Resources Corp.
2
Carrizo Oil & Gas
Occidental Petroleum Corp.
3
Range Resources Corp.
RANK
BEST ANALYST DAYS
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
57 Oil & Gas Exploration & Production companies nominated. Don’t see your company? Contact II to get your rankings for each category.
OIL SERVICES & EQUIPMENT
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Paal Kibsgaard, Schlumberger
1
Paal Kibsgaard, Schlumberger
1
Paal Kibsgaard, Schlumberger
2
David Lesar, Halliburton Co.
2
David Lesar, Halliburton Co.
2
David Lesar, Halliburton Co.
3
Clay Williams, National Oilwell Varco
3
Clay Williams, National Oilwell Varco
3
Clay Williams, National Oilwell Varco
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Simon Ayat, Schlumberger
1
Richard Bergmark, Core Laboratories
1
Simon Ayat, Schlumberger
2
Christian Garcia, Halliburton Co.
2
Simon Ayat, Schlumberger
2
Christian Garcia, Halliburton Co.
3
Richard Bergmark, Core Laboratories*
Juan Pablo Tardio, Helmerich & Payne*
Krishna Shivram, Weatherford International*
3
Christian Garcia, Halliburton Co.
3
Krishna Shivram, Weatherford International
RANK
BEST IR PROFESSIONAL
1
Kelly Youngblood, Halliburton Co.
2
3
RANK
RANK
BEST IR PROFESSIONAL
1
Kelly Youngblood, Halliburton Co.
Simon Farrant, Schlumberger
2
Jeffrey Chastain, Noble Corp.
3
BEST INVESTOR RELATIONS PROGRAM
RANK
RANK
BEST IR PROFESSIONAL
1
Kelly Youngblood, Halliburton Co.
Simon Farrant, Schlumberger
2
Simon Farrant, Schlumberger
Loren Singletary, National Oilwell Varco
3
Jeffrey Chastain, Noble Corp.
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Schlumberger
1
Halliburton Co.
1
Schlumberger
2
Halliburton Co.
2
Schlumberger
2
Halliburton Co.
3
National Oilwell Varco
3
FMC Technologies
3
National Oilwell Varco
RANK
BEST ANALYST DAYS
RANK
RANK
BEST ANALYST DAYS
1
Schlumberger
2
Halliburton Co.
3
National Oilwell Varco
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
45 Oil Services & Equipment companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
23
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
FINANCIAL INSTITUTIONS
BANKS/LARGE-CAP
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
James Dimon, JPMorgan Chase & Co.
1
James Dimon, JPMorgan Chase & Co.
1
James Dimon, JPMorgan Chase & Co.
2
John Stumpf, Wells Fargo & Co.
2
John Stumpf, Wells Fargo & Co.
2
Richard Davis, U.S. Bancorp
3
Richard Davis, U.S. Bancorp
3
Richard Davis, U.S. Bancorp
3
William Demchak, PNC Financial Services Group
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Marianne Lake, JPMorgan Chase & Co.
1
Marianne Lake, JPMorgan Chase & Co.
1
Marianne Lake, JPMorgan Chase & Co.
2
Daryl Bible, BB&T Corp.*
John Shrewsberry, Wells Fargo & Co.*
2
John Gerspach, Citigroup
2
Daryl Bible, BB&T Corp.*
John Shrewsberry, Wells Fargo & Co.*
–
–
3
Daryl Bible, BB&T Corp.*
John Shrewsberry, Wells Fargo & Co.*
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
William Callihan, PNC Financial Services Group
1
William Callihan, PNC Financial Services Group
1
William Callihan, PNC Financial Services Group
2
Sarah Youngwood, JPMorgan Chase & Co.
2
Lee McEntire, Bank of America Corp.*
Sarah Youngwood, JPMorgan Chase & Co.*
2
Susan Kendall, Citigroup
3
Ankur Vyas, SunTrust Banks
–
–
3
Sarah Youngwood, JPMorgan Chase & Co.*
Ankur Vyas, SunTrust Banks*
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
JPMorgan Chase & Co.
1
JPMorgan Chase & Co.
1
JPMorgan Chase & Co.
2
Wells Fargo & Co.
2
Wells Fargo & Co.
2
Citigroup
Citigroup
3
U.S. Bancorp
3
Wells Fargo & Co.
3
RANK
BEST ANALYST DAYS
1
JPMorgan Chase & Co.
2
Wells Fargo & Co.
3
U.S. Bancorp
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
15 Large-Cap Banks nominated. Don’t see your company? Contact II to get your rankings for each category.
BANKS/MIDCAP
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
James Herbert II, First Republic Bank
1
George Gleason II, Bank of the Ozarks
1
Joseph DePaolo, Signature Bank
2
Joseph DePaolo, Signature Bank
2
John Kanas, BankUnited
2
James Herbert II, First Republic Bank
3
John Kanas, BankUnited
3
James Herbert II, First Republic Bank
3
John Kanas, BankUnited
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Glenn MacInnes, Webster Financial Corp.
1
Dale Gibbons, Western Alliance Bancorp.
1
Glenn MacInnes, Webster Financial Corp.
2
Michael Descheneaux, SVB Financial Group*
Dale Gibbons, Western Alliance Bancorp.*
–
–
2
Michael Descheneaux, SVB Financial Group
–
–
–
–
3
Michael Roffler, First Republic Bank
RANK
BEST IR PROFESSIONAL
RANK
1
Terrence Mangan, Webster Financial Corp.
2
3
RANK
RANK
Aarti Bowman, First Horizon National Corp.
James Abbott, Zions Bancorp.
2
Joseph Crivelli, BOK Financial Corp.*
Aarti Bowman, First Horizon National Corp.*
3
BEST INVESTOR RELATIONS PROGRAM
1
Webster Financial Corp.
2
3
RANK
BEST IR PROFESSIONAL
1
RANK
Terrence Mangan, Webster Financial Corp.
James Abbott, Zions Bancorp.
2
James Abbott, Zions Bancorp.
Joseph Crivelli, BOK Financial Corp.
3
Joseph Crivelli, BOK Financial Corp.
BEST INVESTOR RELATIONS PROGRAM
1
First Horizon National Corp.
Zions Bancorp.
2
First Republic Bank
–
BEST ANALYST DAYS
1
Webster Financial Corp.
2
Zions Bancorp.
3
BOK Financial Corp.
RANK
BEST IR PROFESSIONAL
1
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Webster Financial Corp.
Zions Bancorp.
2
Zions Bancorp.
–
3
First Republic Bank
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
109 Midcap Banks nominated. Don’t see your company? Contact II to get your rankings for each category.
24
*Tie
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
BROKERS, ASSET MANAGERS & EXCHANGES
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Lloyd Blankfein, Goldman Sachs Group
1
Laurence Fink, BlackRock
1
Lloyd Blankfein, Goldman Sachs Group
2
James Gorman, Morgan Stanley
2
Stephen Schwarzman, Blackstone Group
2
James Gorman, Morgan Stanley
3
Laurence Fink, BlackRock
3
Lloyd Blankfein, Goldman Sachs Group*
James Gorman, Morgan Stanley*
3
Jeffrey Sprecher, Intercontinental Exchange
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Harvey Schwartz, Goldman Sachs Group
1
Harvey Schwartz, Goldman Sachs Group
1
Harvey Schwartz, Goldman Sachs Group
2
Scott Hill, Intercontinental Exchange
2
Jay Horgen, Affiliated Managers Group
–
–
3
Loren Starr, Invesco
–
–
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Dane Holmes, Goldman Sachs Group
1
Weston Tucker, Blackstone Group
1
Dane Holmes, Goldman Sachs Group
2
Weston Tucker, Blackstone Group
2
Tom Wojcik, BlackRock
2
Weston Tucker, Blackstone Group
3
Tom Wojcik, BlackRock
–
3
Jared Miller, Goldman Sachs Group
RANK
BEST INVESTOR RELATIONS PROGRAM
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
BlackRock
1
BlackRock
1
Goldman Sachs Group
2
Blackstone Group
2
Blackstone Group
2
Nasdaq
3
Goldman Sachs Group
3
Apollo Global Management
3
State Street Corp.
RANK
BEST ANALYST DAYS
RANK
1
Blackstone Group
2
BlackRock
3
State Street Corp.
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
50 Brokers, Asset Managers & Exchanges companies nominated. Don’t see your company? Contact II to get your rankings for each category.
CONSUMER FINANCE
RANK
BEST CEO
RANK
1
David Nelms, Discover Financial Services
2
3
RANK
BEST CEO
RANK
1
David Nelms, Discover Financial Services
Kenneth Chenault, American Express Co.
2
Margaret Keane, Synchrony Financial
3
BEST CFO
RANK
Kenneth Chenault, American Express Co.
Kenneth Chenault, American Express Co.
2
Margaret Keane, Synchrony Financial
Richard Fairbank, Capital One Financial Corp.
3
Jay Levine, Springleaf Holdings
BEST CFO
RANK
1
R. Mark Graf, Discover Financial Services
1
R. Mark Graf, Discover Financial Services
2
Jeffrey Campbell, American Express Co.
–
3
Stephen Crawford,
Capital One Financial Corp.*
Brian Doubles, Synchrony Financial*
–
RANK
BEST IR PROFESSIONAL
RANK
BEST CEO
1
BEST CFO
1
R. Mark Graf, Discover Financial Services
–
2
Jeffrey Campbell, American Express Co.
–
3
Brian Doubles, Synchrony Financial
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
William Franklin, Discover Financial Services
1
William Franklin, Discover Financial Services
1
William Franklin, Discover Financial Services
2
Greg Ketron, Synchrony Financial
–
–
2
Greg Ketron, Synchrony Financial
–
–
–
–
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Discover Financial Services
1
Discover Financial Services
1
Discover Financial Services
2
American Express Co.
2
American Express Co.
2
American Express Co.
3
Santander Consumer USA Holdings
3
Capital One Financial Corp.
3
Santander Consumer USA Holdings
RANK
BEST ANALYST DAYS
RANK
1
Discover Financial Services
2
American Express Co.
3
Santander Consumer USA Holdings
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
16 Consumer Finance companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
25
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
INSURANCE
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Jay Fishman, Travelers Cos.
1
Steven Kandarian, MetLife
1
Jay Fishman, Travelers Cos.
2
Evan Greenberg, Ace*
Steven Kandarian, MetLife*
2
Evan Greenberg, Ace
2
Evan Greenberg, Ace*
Dennis Glass, Lincoln National Corp.*
–
–
3
Jay Fishman, Travelers Cos.
–
–
RANK
BEST CFO
RANK
1
Randal Freitag, Lincoln National Corp.
2
3
RANK
BEST CFO
RANK
1
John Hele, MetLife
Jay Benet, Travelers Cos.
2
John Hele, MetLife
3
BEST IR PROFESSIONAL
BEST CFO
1
Randal Freitag, Lincoln National Corp.
Walter Berman, Ameriprise Financial
2
Mark Lyons, Arch Capital Group
Peter Porrino, XL Group
3
Jay Benet, Travelers Cos.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Sabra Purtill, Hartford Financial Services Group
1
Edward Spehar, MetLife
1
Sabra Purtill, Hartford Financial Services Group
2
Keith Walsh, Marsh & McLennan Cos.
2
Sabra Purtill, Hartford Financial Services Group
2
Donald Watson, Arch Capital Group
3
Edward Spehar, MetLife
3
Keith Walsh, Marsh & McLennan Cos.
3
Keith Walsh, Marsh & McLennan Cos.
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Hartford Financial Services Group
1
MetLife
1
Voya Financial
2
MetLife
2
American International Group
2
Hartford Financial Services Group
3
Voya Financial
3
Allstate Corp.
3
Arch Capital Group
RANK
BEST ANALYST DAYS
RANK
1
MetLife
2
Travelers Cos.
3
Hartford Financial Services Group
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
56 Insurance companies nominated. Don’t see your company? Contact II to get your rankings for each category.
REITs
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
David Simon, Simon Property Group
1
David Simon, Simon Property Group
1
David Simon, Simon Property Group
2
Michael Schall, Essex Property Trust
2
Michael Schall, Essex Property Trust
2
Michael Schall, Essex Property Trust
3
Jon Bortz, Pebblebrook Hotel Trust
3
Jon Bortz, Pebblebrook Hotel Trust
3
Owen Thomas, Boston Properties*
David Neithercut, Equity Residential*
Thomas DeRosa, Welltower*
RANK
BEST CFO
RANK
1
Michael LaBelle, Boston Properties
BEST CFO
RANK
1
Michael LaBelle, Boston Properties
BEST CFO
1
Michael LaBelle, Boston Properties
2
James Taylor Jr., Federal Realty Investment Trust
2
James Taylor Jr., Federal Realty Investment Trust
2
Thomas Herzog, UDR
3
Thomas Olinger, Prologis
3
Thomas Olinger, Prologis
3
James Taylor Jr., Federal Realty Investment Trust
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
1
Kevin Berry, General Growth Properties
2
3
RANK
1
Kevin Berry, General Growth Properties
Kimberly Callahan, Camden Property Trust
2
Stacy Slater, Brixmor Property Group
3
RANK
BEST INVESTOR RELATIONS PROGRAM
BEST IR PROFESSIONAL
1
Kevin Berry, General Growth Properties
Kimberly Callahan, Camden Property Trust
2
Stacy Slater, Brixmor Property Group
Catherine Creswell, Vornado Realty Trust
3
Tabitha Zane, Highwoods Properties
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Boston Properties
1
Pebblebrook Hotel Trust
2
General Growth Properties*
Vornado Realty Trust*
2
Simon Property Group
Simon Property Group
–
–
–
–
RANK
BEST ANALYST DAYS
RANK
1
SL Green Realty Corp.
2
Boston Properties
3
Welltower
1
General Growth Properties
2
Pebblebrook Hotel Trust
3
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
130 REITs companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
26
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
HEALTH CARE
BIOTECHNOLOGY
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
John Martin, Gilead Sciences
1
John Martin, Gilead Sciences
1
John Martin, Gilead Sciences
2
George Scangos, Biogen
2
George Scangos, Biogen
2
George Scangos, Biogen
3
Robert Hugin, Celgene Corp.
3
Robert Hugin, Celgene Corp.
3
John Maraganore, Alnylam Pharmaceuticals
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Paul Clancy, Biogen
1
Robin Washington, Gilead Sciences
1
Vikas Sinha, Alexion Pharmaceuticals
2
Robin Washington, Gilead Sciences
2
Paul Clancy, Biogen
2
Paul Clancy, Biogen
3
Vikas Sinha, Alexion Pharmaceuticals
3
Vikas Sinha, Alexion Pharmaceuticals
3
Peter Kellogg, Celgene Corp.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Patrick O'Brien, Gilead Sciences
1
Patrick O'Brien, Gilead Sciences
1
Patrick O'Brien, Gilead Sciences
2
Arvind Sood, Amgen
2
Arvind Sood, Amgen
2
Senthil Sundaram, Intercept Pharmaceuticals
3
Patrick Flanigan III, Celgene Corp.
3
Patrick Flanigan III, Celgene Corp.
3
Patrick Flanigan III, Celgene Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Gilead Sciences
1
Gilead Sciences
1
Amgen
2
Celgene Corp.
2
Celgene Corp.
2
Celgene Corp.
3
Amgen
3
Biogen
3
Intercept Pharmaceuticals
RANK
BEST ANALYST DAYS
1
Celgene Corp.
2
Amgen
3
Biogen
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
96 Biotechnology companies nominated. Don’t see your company? Contact II to get your rankings for each category.
HEALTH CARE FACILITIES & MANAGED CARE
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Stephen Hemsley, UnitedHealth Group
1
Stephen Hemsley, UnitedHealth Group
1
Stephen Hemsley, UnitedHealth Group
2
R. Milton Johnson, HCA Holdings
2
R. Milton Johnson, HCA Holdings
2
R. Milton Johnson, HCA Holdings
3
Mark Bertolini, Aetna
3
Mark Bertolini, Aetna*
David Cordani, Cigna Corp.*
3
Mark Bertolini, Aetna
RANK
BEST CFO
RANK
1
David Wichmann, UnitedHealth Group
2
3
RANK
BEST CFO
RANK
1
David Wichmann, UnitedHealth Group
Steve Filton, Universal Health Services
2
William Rutherford, HCA Holdings
3
BEST IR PROFESSIONAL
RANK
BEST CFO
1
W. Larry Cash, Community Health Systems
William Rutherford, HCA Holdings
2
Shawn Guertin, Aetna
Wayne DeVeydt, Anthem*
Steve Filton, Universal Health Services*
3
Steve Filton, Universal Health Services
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
John Penshorn, UnitedHealth Group
1
John Penshorn, UnitedHealth Group
1
Regina Nethery, Humana
2
Regina Nethery, Humana
2
Mark Kimbrough, HCA Holdings
2
Michael Culotta, Community Health Systems*
Mary Ann Arico, HealthSouth Corp.*
3
Edmund Kroll Jr., Centene Corp.
3
Edmund Kroll Jr., Centene Corp.
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
1
UnitedHealth Group
2
3
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
UnitedHealth Group
HCA Holdings
2
Aetna
3
BEST ANALYST DAYS
1
UnitedHealth Group
2
Aetna
3
Centene Corp.
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
UnitedHealth Group
HCA Holdings
2
HCA Holdings
Aetna
3
Aetna
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
41 Health Care Facilities & Managed Care companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
27
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
HEALTH CARE TECHNOLOGY & DISTRIBUTION
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
John Hammergren, McKesson Corp.
1
John Hammergren, McKesson Corp.
1
John Hammergren, McKesson Corp.
2
Steven Collis, AmerisourceBergen Corp.
2
Steven Collis, AmerisourceBergen Corp.
2
Stanley Bergman, Henry Schein
3
Neal Patterson, Cerner Corp.
3
Neal Patterson, Cerner Corp.
3
George Paz, Express Scripts Holding Co.
RANK
BEST CFO
RANK
BEST CFO
RANK
1
Marc Naughton, Cerner Corp.
1
Tim Guttman, AmerisourceBergen Corp.
2
Tim Guttman, AmerisourceBergen Corp.
2
3
Steven Paladino, Henry Schein
3
RANK
BEST IR PROFESSIONAL
1
Sally Curley, Cardinal Health
2
3
RANK
RANK
Marc Naughton, Cerner Corp.
Marc Naughton, Cerner Corp.
2
Steven Paladino, Henry Schein
Michael Kaufmann, Cardinal Health
3
James Beer, McKesson Corp.
BEST IR PROFESSIONAL
1
Sally Curley, Cardinal Health
Dana Quattrochi, athenahealth
2
Allan Kells, Cerner Corp.
3
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST CFO
1
RANK
BEST IR PROFESSIONAL
1
Dana Quattrochi, athenahealth
Allan Kells, Cerner Corp.
2
Sally Curley, Cardinal Health
Barbara Brungess, AmerisourceBergen Corp.
3
Allan Kells, Cerner Corp.*
Carolynne Borders, Henry Schein*
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Cardinal Health
1
Cardinal Health
1
athenahealth
2
Cerner Corp.
2
AmerisourceBergen Corp.
2
Henry Schein
3
AmerisourceBergen Corp.
3
McKesson Corp.
3
Cardinal Health
RANK
BEST ANALYST DAYS
1
Cerner Corp.
2
McKesson Corp.
3
athenahealth
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
29 Health Care Technology & Distribution companies nominated. Don’t see your company? Contact II to get your rankings for each category.
LIFE SCIENCE & DIAGNOSTIC TOOLS & MEDICAL SUPPLIES & DEVICES
RANK
BEST CEO
1
Marc Casper, Thermo Fisher Scientific
2
3
RANK
RANK
BEST CEO
RANK
1
Marc Casper, Thermo Fisher Scientific
Jay Flatley, Illumina
2
Jeffrey Slovin, Sirona Dental Systems
3
BEST CFO
RANK
BEST CEO
1
Jeffrey Slovin, Sirona Dental Systems
Jay Flatley, Illumina
2
Michael Mahoney, Boston Scientific Corp.
Omar Ishrak, Medtronic
3
Marc Casper, Thermo Fisher Scientific
BEST CFO
RANK
BEST CFO
1
Daniel Brennan, Boston Scientific Corp.
1
Daniel Brennan, Boston Scientific Corp.
1
Daniel Brennan, Boston Scientific Corp.*
Dominic Caruso, Johnson & Johnson*
William Donnelly, Mettler-Toledo International*
2
Dominic Caruso, Johnson & Johnson
2
Dominic Caruso, Johnson & Johnson
–
–
3
William Donnelly, Mettler-Toledo International
3
Marc Stapley, Illumina
–
–
RANK
BEST IR PROFESSIONAL
1
Joshua Zable, Sirona Dental Systems
2
3
RANK
RANK
BEST IR PROFESSIONAL
1
Rebecca Chambers, Illumina
Rebecca Chambers, Illumina
2
Kenneth Apicerno, Thermo Fisher Scientific
3
BEST INVESTOR RELATIONS PROGRAM
RANK
RANK
BEST IR PROFESSIONAL
1
Joshua Zable, Sirona Dental Systems
Joshua Zable, Sirona Dental Systems
2
Rebecca Chambers, Illumina
Kenneth Apicerno, Thermo Fisher Scientific
3
Jacquie Ross, Cepheid
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Illumina
1
Illumina
1
Sirona Dental Systems
2
Sirona Dental Systems
2
Thermo Fisher Scientific
2
Stryker Corp.
3
Thermo Fisher Scientific
3
Sirona Dental Systems
3
Abbott Laboratories
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
1
Thermo Fisher Scientific
2
Boston Scientific Corp.*
St. Jude Medical*
–
–
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
94 Life Science & Diagnostic Tools & Medical Supplies & Devices companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
28
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
PHARMACEUTICALS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Brenton Saunders, Allergan *
J. Michael Pearson,
Valeant Pharmaceuticals International*
1
J. Michael Pearson,
Valeant Pharmaceuticals International
1
Brenton Saunders, Allergan
–
–
2
Brenton Saunders, Allergan
2
J. Michael Pearson,
Valeant Pharmaceuticals International
3
Ian Read, Pfizer
3
Ian Read, Pfizer
3
Rajiv De Silva, Endo International
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Judy Brown, Perrigo Co.
1
Judy Brown, Perrigo Co.
1
Judy Brown, Perrigo Co.
2
Frank D'Amelio, Pfizer
2
Frank D'Amelio, Pfizer
2
Derica Rice , Eli Lilly and Co.
3
Derica Rice , Eli Lilly and Co.
3
Charles Bancroft, Bristol-Myers Squibb Co.
3
Frank D'Amelio, Pfizer
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
John Elicker, Bristol-Myers Squibb Co.
1
John Elicker, Bristol-Myers Squibb Co.
1
Lisa DeFrancesco, Allergan
2
Lisa DeFrancesco, Allergan
2
Laurie Little,
Valeant Pharmaceuticals International
2
Philip Johnson, Eli Lilly and Co.
3
Philip Johnson, Eli Lilly and Co.
3
Lisa DeFrancesco, Allergan
3
Jonathan Neely, Endo International
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Allergan
2
3
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Bristol-Myers Squibb Co.
Bristol-Myers Squibb Co.
2
Pfizer
3
BEST ANALYST DAYS
RANK
1
Allergan
2
Merck & Co.
3
Bristol-Myers Squibb Co.
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Allergan
Pfizer
2
Endo International
Merck & Co.
–
–
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
31 Pharmaceuticals companies nominated. Don’t see your company? Contact II to get your rankings for each category.
All angles, one Perception Study
Our IR Perception Study offers authoritative perspectives from
the buy side, the sell side, and corporates.
BUY S
IDE
Strengthening relationships with your
investors — and attracting new ones — has never been easier.
INSTITUTIONAL INVESTOR’S IR PERCEPTION STUDIES
U.S./EUROPE/ASIA/JAPAN/ LATIN AMERICA
SELL S
IDE
COR
PORA
TE
Contact:
Ursula Kizy
[email protected] l www.institutionalinvestor.com
*Tie
29
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
TECHNOLOGY, MEDIA & TELECOMMUNICATIONS
COMPUTER SERVICES & IT CONSULTING
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Ajay Banga, MasterCard
1
Francisco D’Souza,
Cognizant Technology Solutions Corp.
1
Ajay Banga, MasterCard
2
Francisco D’Souza,
Cognizant Technology Solutions Corp.
2
Pierre Nanterme, Accenture
2
Edward Heffernan,
Alliance Data Systems Corp.
3
Pierre Nanterme, Accenture
3
Ajay Banga, MasterCard
3
Pierre Nanterme, Accenture*
Charles Scharf, Visa*
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
David Rowland, Accenture
1
David Rowland, Accenture
1
Charles Horn, Alliance Data Systems Corp.
2
Karen McLoughlin,
Cognizant Technology Solutions Corp.
2
Karen McLoughlin,
Cognizant Technology Solutions Corp.
2
Martina Hund-Mejean, MasterCard
3
Martina Hund-Mejean, MasterCard
3
Martina Hund-Mejean, MasterCard
3
David Rowland, Accenture
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
David Nelson,
Cognizant Technology Solutions Corp.
1
David Nelson,
Cognizant Technology Solutions Corp.
1
Jack Carsky, Visa
2
Jack Carsky, Visa
2
David Straube, Accenture
2
Barbara Gasper, MasterCard
3
Barbara Gasper, MasterCard
3
Jack Carsky, Visa
3
David Nelson,
Cognizant Technology Solutions Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Cognizant Technology Solutions Corp.
1
Cognizant Technology Solutions Corp.
1
MasterCard
2
Accenture
2
Accenture
2
Visa
3
Visa
3
Visa
3
Automatic Data Processing
RANK
BEST ANALYST DAYS
RANK
1
Accenture
2
MasterCard
3
Cognizant Technology Solutions Corp.
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
33 Computer Services & IT Consulting companies nominated. Don’t see your company? Contact II to get your rankings for each category.
INTERNET
RANK
BEST CEO
RANK
1
Mark Zuckerberg, Facebook
2
3
RANK
BEST CEO
RANK
1
Mark Zuckerberg, Facebook
Jeffrey Bezos, Amazon.com
2
Reed Hastings, Netflix
3
BEST CFO
RANK
BEST CEO
1
Mark Zuckerberg, Facebook
Jeffrey Bezos, Amazon.com
2
Jeffrey Bezos, Amazon.com
Reed Hastings, Netflix
–
–
BEST CFO
RANK
BEST CFO
1
David Wehner, Facebook
1
David Wehner, Facebook
1
Steven Sordello, LinkedIn Corp.
2
Steven Sordello, LinkedIn Corp.
2
Daniel Finnegan, Priceline Group
2
Mark Okerstrom, Expedia
3
Daniel Finnegan, Priceline Group
3
Steven Sordello, LinkedIn Corp.
3
Michael Herring, Pandora Media
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Matt Sonefeldt, LinkedIn Corp.
1
Matt Sonefeldt, LinkedIn Corp.
1
Matt Sonefeldt, LinkedIn Corp.
2
Dominic Paschel, Pandora Media
2
Dominic Paschel, Pandora Media
2
Dominic Paschel, Pandora Media
3
Matthew Danziger, LinkedIn Corp.
3
Matthew Tynan, Priceline Group
3
Matthew Danziger, LinkedIn Corp.
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
LinkedIn Corp.
1
LinkedIn Corp.
1
Pandora Media
2
Pandora Media
2
Facebook
2
Twitter
3
Facebook
3
Google
3
eBay
RANK
BEST ANALYST DAYS
1
Twitter
2
Facebook
3
Google
RANK
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
30 Internet companies nominated. Don’t see your company? Contact II to get your rankings for each category.
30
*Tie
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
IT HARDWARE & ELECTRONICS MANUFACTURING SERVICES (INCLUDING TECHNOLOGY SUPPLY CHAIN)
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Timothy Cook, Apple
1
Timothy Cook, Apple
1
Timothy Cook, Apple
2
Stephen Milligan, Western Digital Corp.
2
Stephen Milligan, Western Digital Corp.
2
Joseph Tucci, EMC Corp.
3
Joseph Tucci, EMC Corp.
3
Joseph Tucci, EMC Corp.
3
Stephen Luczo, Seagate Technology*
Stephen Milligan, Western Digital Corp.*
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Luca Maestri, Apple
1
Luca Maestri, Apple
1
Olivier Leonetti, Western Digital Corp.
2
Catherine Lesjak, Hewlett-Packard Co.
2
Catherine Lesjak, Hewlett-Packard Co.
–
–
3
Olivier Leonetti, Western Digital Corp.
–
–
–
–
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Robert Blair, Western Digital Corp.
1
Beth Walters, Jabil Circuit
1
Robert Blair, Western Digital Corp.
2
Patricia Murphy, IBM Corp.
–
–
2
Patricia Murphy, IBM Corp.
3
Anthony Takazawa, EMC Corp.
–
–
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
IBM Corp.
1
IBM Corp.
1
Hewlett-Packard Co.
2
Hewlett-Packard Co.
2
EMC Corp.
2
EMC Corp.
3
EMC Corp.
3
Apple
3
Seagate Technology
RANK
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
1
EMC Corp.
2
IBM Corp.
3
Hewlett-Packard Co.
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
37 IT Hardware & Electronics Manufacturing Services companies nominated. Don’t see your company? Contact II to get your rankings for each category.
MEDIA
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Robert Iger, Walt Disney Co.
1
Robert Iger, Walt Disney Co.
1
Leslie Moonves, CBS Corp.
2
Brian Roberts, Comcast Corp.
2
Brian Roberts, Comcast Corp.
2
Thomas Rutledge, Charter Communications*
Robert Iger, Walt Disney Co.*
3
Thomas Rutledge, Charter Communications
3
Thomas Rutledge, Charter Communications
–
–
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Christopher Winfrey, Charter Communications
1
Christopher Winfrey, Charter Communications
1
Joseph Ianniello, CBS Corp.
2
Joseph Ianniello, CBS Corp.
2
Joseph Ianniello, CBS Corp.
2
Christopher Winfrey, Charter Communications
3
John Nallen, Twenty-First Century Fox
3
John Nallen, Twenty-First Century Fox
3
Frank Mergenthaler, Interpublic Group of Cos.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Jason Armstrong, Comcast Corp.
1
Jason Armstrong, Comcast Corp.
1
Adam Townsend, CBS Corp.
2
Adam Townsend, CBS Corp.
2
Adam Townsend, CBS Corp.
2
Jerome (Jerry) Leshne,
Interpublic Group of Cos.
3
Stefan Anninger, Charter Communications
3
Stefan Anninger, Charter Communications
3
Shub Mukherjee, Omnicom Group*
Thomas Robey, Time Warner Cable*
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Comcast Corp.
1
Comcast Corp.
1
Time Warner
2
Charter Communications
2
Charter Communications
2
Time Warner Cable
3
Time Warner
3
CBS Corp.
3
Charter Communications
RANK
BEST ANALYST DAYS
1
Time Warner
2
Walt Disney Co.
3
Comcast Corp.
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
53 Media companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
31
31
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE 2016 ALL- AMERICA EXECUTIVE TEAM: THE LEADERS
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
SEMICONDUCTORS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Hock Tan, Avago Technologies
1
Hock Tan, Avago Technologies
1
Brian Krzanich, Intel Corp.
2
Martin Anstice, Lam Research Corp.
2
Martin Anstice, Lam Research Corp.
2
Richard Templeton, Texas Instruments
3
Richard Templeton, Texas Instruments
3
Richard Templeton, Texas Instruments
3
Martin Anstice, Lam Research Corp.
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Kevin March, Texas Instruments
1
Douglas Bettinger, Lam Research Corp.
1
Kevin March, Texas Instruments
2
Douglas Bettinger, Lam Research Corp.
2
Robert Halliday, Applied Materials
2
Stacy Smith, Intel Corp.
3
Eric Brandt, Broadcom Corp.
3
Kevin March, Texas Instruments
3
Eric Brandt, Broadcom Corp.
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Kipp Bedard, Micron Technology
1
Kipp Bedard, Micron Technology
1
Mark Henninger, Intel Corp.
2
Mark Henninger, Intel Corp.
2
Ali Husain, Analog Devices
2
Dave Pahl, Texas Instruments
3
Dave Pahl, Texas Instruments
3
Dave Pahl, Texas Instruments
3
Kipp Bedard, Micron Technology
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Intel Corp.
2
3
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Intel Corp.
Texas Instruments
2
Analog Devices
3
BEST ANALYST DAYS
1
Intel Corp.
2
Lam Research Corp.
3
Applied Materials
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Intel Corp.
Analog Devices
2
Texas Instruments
Texas Instruments
3
Skyworks Solutions
BEST ANALYST DAYS
RANK
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
Only available by subscribing
to the IR Perception Study
61 Semiconductors companies nominated. Don’t see your company? Contact II to get your rankings for each category.
SOFTWARE
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
Marc Benioff, salesforce.com
1
Marc Benioff, salesforce.com
1
Marc Benioff, salesforce.com
2
Satya Nadella, Microsoft Corp.
2
Satya Nadella, Microsoft Corp.
2
Mark McLaughlin, Palo Alto Networks
3
Mark McLaughlin, Palo Alto Networks
3
Aneel Bhusri, Workday
3
Satya Nadella, Microsoft Corp.
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Michael Scarpelli, ServiceNow
1
Michael Scarpelli, ServiceNow
1
Mark Garrett, Adobe Systems*
Steffan Tomlinson, Palo Alto Networks*
2
Mark Hawkins, salesforce.com
2
Mark Hawkins, salesforce.com
–
–
3
Amy Hood, Microsoft Corp.
3
Amy Hood, Microsoft Corp.
3
Michael Scarpelli, ServiceNow
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
John Cummings, salesforce.com
1
John Cummings, salesforce.com
1
John Cummings, salesforce.com
2
Mike Saviage, Adobe Systems*
Eduardo Fleites, Citrix Systems*
2
Eduardo Fleites, Citrix Systems
2
Kate Patterson, FireEye
–
–
3
Mike Saviage, Adobe Systems*
Michael Haase, Workday*
3
Kelsey Turcotte, Palo Alto Networks
RANK
BEST INVESTOR RELATIONS PROGRAM
1
salesforce.com
2
3
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
salesforce.com
Microsoft Corp.
2
Adobe Systems
3
BEST ANALYST DAYS
1
salesforce.com
2
Microsoft Corp.
3
ServiceNow
RANK
RANK
BEST INVESTOR RELATIONS PROGRAM
1
salesforce.com
Microsoft Corp.
2
Adobe Systems
Adobe Systems
3
Microsoft Corp.
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
76 Software companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
32
© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
THE LEADERS: AMERICA’S BEST CEO, CFO, IR PROFESSIONAL, INVESTOR RELATIONS PROGRAM AND ANALYST DAYS
Meeting the challenge: Listed below are the top-ranked companies for CEO, CFO, IR Professional, Investor Relations Program and Analyst Days
OVERALL
BUY-SIDE
SELL-SIDE
TELECOMMUNICATIONS
RANK
BEST CEO
RANK
BEST CEO
RANK
BEST CEO
1
John Legere, T-Mobile US
1
John Legere, T-Mobile US *
Lowell McAdam, Verizon Communications*
1
John Legere, T-Mobile US
2
Lowell McAdam, Verizon Communications
–
–
2
Gary Smith, Ciena Corp.
3
Jeff Storey, Level 3 Communications
3
Jeff Storey, Level 3 Communications
3
David Schaeffer,
Cogent Communications Holdings*
Marvin (Eddie) Edwards Jr.,
CommScope Holding Co.*
Lowell McAdam, Verizon Communications*
RANK
BEST CFO
RANK
BEST CFO
RANK
BEST CFO
1
Francis Shammo, Verizon Communications
1
Francis Shammo, Verizon Communications
1
Francis Shammo, Verizon Communications
2
J. Braxton Carter, T-Mobile US
2
Thomas Bartlett, American Tower Corp.*
J. Braxton Carter, T-Mobile US*
2
Keith Taylor, Equinix
3
Thomas Bartlett, American Tower Corp.
–
–
3
John Stephens, AT&T
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
RANK
BEST IR PROFESSIONAL
1
Nils Paellmann, T-Mobile US
1
Nils Paellmann, T-Mobile US
1
Gregg Lampf, Ciena Corp.
2
Michael Stefanski, Verizon Communications
2
Michael Stefanski, Verizon Communications
2
Christopher Womack, AT&T*
Marilyn Mora, Cisco Systems*
Nils Paellmann, T-Mobile US*
3
Gregg Lampf, Ciena Corp.
3
Christopher Womack, AT&T*
Son Nguyen, Crown Castle International Corp.*
–
–
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
RANK
BEST INVESTOR RELATIONS PROGRAM
1
Verizon Communications
1
Verizon Communications
1
AT&T
2
T-Mobile US
2
T-Mobile US
2
T-Mobile US
3
AT&T
3
AT&T
3
Verizon Communications
RANK
BEST ANALYST DAYS
1
AT&T
2
Cisco Systems
3
Verizon Communications
RANK
BEST ANALYST DAYS
RANK
Only available by subscribing
to the IR Perception Study
BEST ANALYST DAYS
Only available by subscribing
to the IR Perception Study
54 Telecommunications companies nominated. Don’t see your company? Contact II to get your rankings for each category.
*Tie
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© 2 0 1 6 I N S T I T U T I O N A L I N V E S T O R L L C . A L L R I G H T S R E S E RV E D
All angles,
one Perception
Study
BUY SIDE
Our IR Perception Study
offers authoritative perspectives
from the buy side, the sell side,
and corporates. Strengthening
relationships with your
investors — and attracting new
ones— has never been easier.
SELL SIDE
CORPORATE
INSTITUTIONAL INVESTOR’S
IR PERCEPTION STUDIES
U.S./EUROPE/ASIA/JAPAN/ LATIN AMERICA
Contact:
Ursula Kizy
[email protected]
www.institutionalinvestor.com
225 Park Avenue South New York, NY 10003
www.institutionalinvestor.com/Investor-Relations
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