NIRI LA Invites You To:

The Sell Side Angle: Market Turbulence,

Tariffs & Transparency

Friday, May 30, 2025 at the

City Club LA, Downtown LA

Register by Friday, May 23rd

Join the NIRI Los Angeles Chapter for an in-depth panel discussion featuring leading sell-side analysts based in the Los Angeles area. In a time marked by ongoing tariff pressures, macroeconomic uncertainty, and shrinking forward visibility, IROs face mounting challenges in how they communicate, forecast, and manage investor expectations. This panel brings together seasoned analysts who will share how they are navigating today’s turbulent environment—and what they look for from companies in a time when clarity and credibility are paramount.

Discussion topics will include:

• How analysts assess companies amid economic volatility, cost pressures, and geopolitical risk
• Evolving expectations for earnings calls, guidance, investor days, and NDRs
• Best practices for building and sustaining analyst coverage
• Trends in ESG disclosure, AI-driven narratives, and long-term strategic positioning
• What IR teams can do to stand out in a crowded and competitive landscape



Whether you’re looking to maximize analyst relationships, anticipate emerging coverage trends, or refine your investor messaging, this is a great opportunity to hear directly from the analysts shaping the Street’s perspective.

Please join us at The City Club LA in Downtown LA for this informative event and networking opportunity.



When

Friday, May 30, 2025

11:30 a.m. – 11:55 a.m. – Check in and Networking

12:00 p.m. – 1:30 p.m. – Lunch and Discussion

Where

City Club LA, 555 Flower Street, 51st Floor, Los Angeles, CA 90071

(213) 620-9662

Directions

Parking

Complimentary; Enter building garage from 5th Street

Attire

Business Casual

Fees

NIRI LA Members – now included with your membership fee

Non-Members and Guests: $65

Registration

Register by Friday, May 23rd

Pre-registration is required. No walk-ins will be allowed.

Ensure each registered attendee adds their choice of entree.

MEET OUR SPEAKERS

Moderator: Katina Metzidakis

VP, Investor Relations & Corporate Communications Topgolf Calloway Brands



NIRI Los Angeles President Elect Katina Metzidakis is a senior IR leader who brings nearly a decade of experience in equity research on Wall Street and a deep understanding of the global consumer sector. She has worked with various consumer companies across the beauty, apparel, and footwear sectors and has had a front row seat in companies managing complex corporate transactions, such as IPOs, spin-offs, and acquisitions, as well as activist investor campaigns, C-suite transitions and strategic reviews. 

Panelist: Laura Martin

Senior Internet & Media Analyst

Needham & Company

Laura Martin received her BA from Stanford and her MBA from Harvard Business School. She holds a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT) designation. Martin began her career at Drexel Burnham Lambert in media investment banking, followed by Capital Research & Management, where she advised $100 billion and managed a $500 million portfolio of media stocks. She moved to Credit Suisse First Boston in 1994 as the senior media analyst, where she was nationally ranked by Institutional Investor in 1999, 2000 and 2001. In 2002, Martin moved to Paris to become EVP of Financial Strategy and Investor Relations for Vivendi Universal. In 2004, she founded Media Metrics, publishing equity research on the largest entertainment, cable and Internet stocks in the U.S., where she was nationally ranked as “Best of the Independent Research Boutiques” by Institutional Investor for many years. In 2009, Martin moved to Needham & Company, LLC, where she currently publishes research on the largest public Internet, Entertainment and Advertising companies.

Panelist: Rick Patel

Managing Director,

Global Brands Softlines Retail and Digital Commerce

Raymond James

Rick Patel joined Raymond James in 2022 and covers global brands, softline retail, and digital commerce. Patel has extensive experience covering the retail space and has worked at a number of top level firms, most recently Credit Suisse AG. Prior to Credit Suisse he was a research analyst for Needham & Company, CLSA Americas, Stephens, and Bank of America Merrill Lynch. He has two BS degrees (finance and biology) and a BA (economics), all with honors, from Rutgers University. Patel earned his MBA from the New York University Leonard N. Stern School of Business and is also a CFA charterholder.

Panelist: Nick Setyan

Managing Director,

Equity Research, Restaurants

Wedbush Securities



Mr. Setyan is an Equity Analyst covering restaurant stocks. During his >15 years in equity research, Mr. Setyan has also served as a Senior Associate on the Consumer Services, Financial Technology team and as an Associate on the Restaurants team at Wedbush. Mr. Setyan received his B.A. degrees in Economics and in Government from Cornell University. Mr. Setyan's coverage focuses on companies where his Southern California base and industry relationships can give him a differentiated understanding of important trends. He adds value through quarterly SSS growth surveys, in-depth original fundamental analysis, and detailed models."