CFA Society San Francisco, in partnership with NIRI Silicon Valley, invites you to an engaging lunch & learn discussion featuring our guest speakers, Charles Eveslage, CFA - Head of IR at Zoom - and Jason Golz, CFA - Partner at Arena Advisory Group - moderated by Jenni Chen, CFA - Managing Director at X1 Asset Management.

At this exclusive event, our speakers will explore and share their insights on the following:

  • The critical role of financial acumen in Investor Relations and Corporate Communications
  • Best practices for crafting and delivering a compelling financial narrative
  • Lessons learned from achieving successful investor-management meetings from both corporate and investor perspectives

This session will offer valuable insights to help you elevate your storytelling, enhance your strategic thinking, and strengthen your impact within your organization.

This event is designed for professionals in investor relations, corporate finance, buy-side investment management, sell-side research, banking, and related fields. 

Space is limited, so please register early!

Speakers

Charles Eveslage, CFA

Head of Investor Relations, Zoom

Charles Eveslage, CFA, is a seasoned finance professional with a global perspective, currently serving as the Head of Investor Relations at Zoom. With a career spanning North America, Asia Pacific, and Europe, he brings deep expertise in investor relations, corporate finance, and mergers & acquisitions.His strategic insight and cross-cultural experience make him a trusted voice in navigating today’s dynamic financial landscape.

Mr. Eveslage earned his graduate degree from Stanford Gabelli School of Business, and holds a CFA designation. He is an active member of the investor relations community, serving on the board of NIRI Silicon Valley.

Jason Golz, CFA

Partner, Arena Advisory Group

Jason Golz, CFA, is a Partner at Arena Advisory Group.  Before joining Arena, he served as the communications lead at SoftBank Vision Fund, Prologis, and Sea Limited, advising senior executives and founders across a broad range of corporate situations.

Mr. Golz was also a Partner at at Brunswick Group, where he advised clients on corporate reputation, investor relations, and media strategy. At Brunswick, he created and led the firm’s Capital Markets Advisory practice and its IPO Prep program, which helped prepare private companies for the complexities of public market communications. Additionally, he also led the firm’s West Coast M&A practice, including high-stakes activism defense situations.

Jennie Chen, CFA

Managing Director, X1 Asset Management, LLC

Jennie Chen is a Managing Director at X1 Asset Management LLC, a firm specializing in algorithmic trading strategies in the foreign exchange (Forex) market.

At X1, Ms. Chen plays a key role in operations management. Prior to joining X1, she was a management consultant at PwC, advising clients across the technology, financial, and healthcare sectors.

Ms. Chen holds a Master’s degree in Information Systems from Claremont Graduate University, is a CFA charterholder, and holds a Series 65 license. Ms. Chen is an active member of CFA Society San Francisco and serves on the Society’s Member Programming Advisory Council.

Agenda

  • 12:00 PM - Registration Opens
  • 12:30 PM - Program begins
  •   1:20 PM - Q&A with Speakers
  •   1:30 PM - Event Concludes

Event Location

This event is located in the financial district in San Francisco. The precise event address will be disclosed in your event confirmation email after you complete registration.

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