Sector Roundtable September 23, 2024 10:00am-11:00am EST or 2:00pm-3:00pm EST Virtual

Gene has been with Rivel since 2000 and now manages the overall growth of company. While with Rivel, Gene helped to create Rivel’s renowned IR best practices program called GuideLign while overseeing approximately 800 investor perception studies and advising senior management teams and boards on strategic investor communications. Gene is also a frequent presenter and panelist at global investor relations meetings and conferences.

Prior to joining Rivel, Gene spent eight years brokering on Wall Street.

Much of Gene’s free time is devoted to School of Rock activities and his son’s rock & roll band, King Falcon.

He earned a BA in International Business from Hofstra University.

As a solutions specialist for TrendLign perception studies, Jennifer provides guidance to Rivel’s clients in support of critical decision making, planning and strategy. She works one-on-one with IROs, management teams and the board to interpret study results and develop action steps that achieve maximum impact.

A seasoned executive, Jennifer brings over 26 years of investor relations experience. She served as vice president of IR at industry giants including ExxonMobil, Caterpillar, DuPont, Campbell Soup and Best Buy. Her diverse expertise includes navigating mergers and acquisitions, divestitures, CEO and CFO transitions, earnings beats and misses, lawsuits, investor days and various shareholder proposals. She excels at understanding the perceptions and expectations of the buy-side and sell-side, and instilling best practices to inspire confidence in management teams.

Outside of work, Jennifer participates in her church choir, is a master gardener and enjoys spending time with her husband and two adult children.

Jennifer graduated as a National Merit Scholar and 10th in her class from the University of St. Catherine with a B.A. in English. She also holds an M.B.A. from the University of St. Thomas, where she graduated magna cum laude.

Jennifer holds an Investor Relations Charter (IRC) designation and actively contributes to NIRI. She served on the national board from 2019 to 2021, was named a NIRI fellow in 2023 and has presented at multiple NIRI chapter events. Jennifer has held leadership positions in the NIRI Philadelphia and NIRI Twin Cities chapters and currently mentors two NIRI representatives. She contributed content to the NIRI Book of Knowledge, set to be published this fall.

Chris drives the growth of Rivel's research offerings, specializing in TrendLign, GuideLign, Governance & Sustainability, and StoryLign. With a focus on building lasting client relationships, he provides strategic guidance to a diverse portfolio of U.S. companies across industries and market caps. Leveraging his expertise and interpersonal skills, Chris offers tailored solutions and valuable insights to address client needs and challenges.

Before joining Rivel, Chris held a position with a technology infrastructure mid-cap, where he managed a Private Equity Sponsor exit post re-IPO, orchestrated an Investor Day at NASDAQ, and significantly increased sell-side coverage. Beyond IR, Chris has experience in finance, data analysis, and management consulting, advising on profitable growth and strategic alignment.

Outside of work, Chris enjoys reading spy and murder mystery novels, supporting his daughters' equestrian and cheer competitions, and traveling in his camper with his two border collie/husky mixes.

Chris holds an MBA from the University of Florida and a BBA in Finance from the University of Houston.

Alon works to grow and develop Rivel’s research offerings by cultivating new business with both existing and prospective clients. He works with companies across varying industries (including consumer products, technology and more), cap sizes and geographies.

A critical piece of his work involves analyzing perception study results, providing insights that help management teams fully understand research findings, and recommending key action steps and best practices. Alon has a multi-decade background on the buy-side, sell-side and investor relations, and draws on this experience to provide the most benefit to Rivel’s clients.

Alon is regularly invited to present on asset manager perception studies at industry groups, including NIRI and Institutional Investors’ Senior Delegates Roundtable, as well as before client conferences, investor groups, C-suites and Boards of Directors.

Prior to joining Rivel, he worked for a digital IR firm that pioneered the leveraging of social media to evangelize the investment stories of its small-cap corporate company clients.

Alon is an avid tennis player and skier. His favorite time spent is with his wife and three daughters.

He earned a BA in Philosophy from Hobart College.

Sean drives the growth of Rivel's research offerings, with a focus on the TrendLign, GuideLign and StoryLign businesses. Concentrating primarily on cultivating and broadening long-term relationships with clients and prospects, his dynamic interpersonal communication skills and crucial knowledge of the IR service world give him a unique understanding of client needs and position him well to provide them with customized solutions, valuable data insight and consult on best practices for strategic company messaging. He works closely with IR professionals and managements teams of companies across various industries, cap sizes and geographies.

Sean is also actively involved in the preparation and execution of the GuideLign annual conference. In addition, he is frequently invited to speak at various industry and IR conferences locally in New York, and at regional or national events across the country.

Prior to joining Rivel, Sean was a wealth planning analyst at UBS, working alongside financial advisors to integrate financial planning into their everyday business practices and drive wealth management revenue through the planning process. Before entering the business world, Sean coached college basketball at Texas Tech and Central Connecticut State.

Sean loves spending time with his family, hanging out with friends, and playing basketball. He also enjoys puzzles and board games, and especially playing card games or Sudoku with his kids.

He graduated with a BA in Psychology from the College of William and Mary.

To grow and improve the company’s research offerings, Reid works closely with IR professionals, CEOs and CFOs, helping them identify new opportunities to differentiate their investment stories to positively impact valuation, attract new investors and increase investments from current shareholders. Reid has advised a cross-section of US companies from some of the world’s largest and most respected organizations, as well as mid- and small-cap companies.

His experience spans various industries, including consumer products, biotech, transportation, technology and others. He is regularly asked to present at NIRI regional chapter meetings on topics such as guidance, earnings calls, IR best practices and investor days.

Prior to joining Rivel, Reid worked with Gartner Group, where he managed major relationships with a variety of top-ranked Wall Street investment banks. He also spent time with Guideline, where he led business development efforts across a variety of industry sectors.

Reid spends as much of his time as possible with his wife Alison, and their children, either in Boston, NYC or Nashville.

He earned a BS in Business Administration from Clemson University.