Toronto Stock Exchange, ON
The IR Magazine Think Tank – Canada 2017 is an invitation-only event exclusively for senior corporate, in-house IR professionals. It is free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting IR.
What makes our format so unique?
It is far removed from the traditional conference set-up as the event consists of a series of panel sessions followed by roundtable discussions on select IR issues. These interactive sessions are broken up by short, snappy best practice briefings from top-rated IROs. All discussions are confidential and none of the participants’ comments are attributed. This allows attendees to talk freely and have frank, open discussions.
How do our roundtable discussions work?
Senior people – industry experts, top-rated IROs and those from the financial community and the professions – set the agenda on a panel discussion by sharing their thoughts on session topics.
Small roundtable groups of IROs discuss these issues face to face.
Each table gives feedback from its own discussion and shares ideas with the group as a whole.
"Moderator was excellent and I took away at least 10 great ideas."
"Vendor-light, high density of IROs and – in my case – a high number of IROs from my sector (media). A pleasant change."
"Thought the conference was an incredibly valuable investment of time. Within 30 minutes of returning to my office I was able to get my CEO to rethink the purpose of the proxy statement (an IR communication tool vs SEC requirement). We are changing the proxy process immediately to include input from IR upfront"
"As always, great speakers and an excellent opportunity to learn for my peers."
"The Think Tank combines thought-provoking presentation content with the ability to exchange ideas with fellow IROs."
Attendees are leading IR practitioners, many of whom have been highlighted in our IR Magazine Awards research over the years. Each participant is someone with an established track record and a strategic IR role within his or her company. Past attendees have included:
|Company Name||Job Title||Company Name||Job Title|
|Altus Group||Vice President of investor relations||Aimia||Senior vice president of investor relations|
|Theralase Technologies||Director of investor relations||Avalon Rare Metals||Investor relations coordinator|
|Loblaw||VP – investor relations||Exelerate||Chief executive officer|
|Aecon Group Inc.||VP, investor relations||Troy Resources Limited||Investor relations|
|Intact Financial||Vice president of investor relations||Power Financial Corporation||Senior financial analyst|
|Stonegate Agricom||Vice president of investor relations||Canadian Pacific||Director of investor relations|
|Rogers Communications||Director, investor relations||Genworth Canada||Vice president of investor relations|
|Canadian Zinc Corporation||Vice president of corporate development||Aecon Construction||Group Analyst, Corporate Development and Investor Relations|
|CIBC||Senior director of investor relations||Sun life Financial||Assistant vice president of investor relations|
|TMAC Resources||Vice president of investor relations||Intact Financial||Director of investor relations|
|Detour Gold||Director of investor relations||Lundin Mining||Senior associate of investor relations|
|Hudson’s Bay||DVP, investor relations & treasury||Element Financial||Manager of investor relations|
|Celestica||Senior director, investor relations||Manulife Financial||Director of investor relations|
|Cynapsus Therapeutics||Director, investor relations||Fortis||Vice president of investor relations|
|AGF Management||Director, finance and investor relations||Canadian Pacific||Director of investor relations|
|McEwen Mining Inc.||Investor relations||Canadian Tire||Manager of investor relations|
|Hydro One||Director, investor relations||Sleep Country Canada||CFO|
|Shopify||Director of investor relations||Denison Mines||Manager investor relations & corporate development|
|Sun life Financial||Senior associate of investor relations||TMX||Manager of investor relations|
Breakfast & registration
Welcome and opening remarks
Ben Ashwell, digital editor, IR Magazine
Tanya Rowntree, global head of client success, equity capital markets, TMX Group
Disruptive trends: The future of investor relations
Michael Miller, director of investor relations advisory, Ipreo
Justin Wang , AVP Investor Relations, Sun Life Financial
Governance goes mainstream
Sarah Teslik, partner, Joele Frank
Karen Keyes, SVP of investor relations, Aimia
Alice Dunning, senior director of IR, CIBC
Coffee break & table switch
Investor Intelligence: Global fund flows, trends and meeting expectations of buyside & sell side
Sam Baldwin, portfolio manager for Canadian equities, Guardian Capital
Janet Craig, senior IR professional
Mark Thompson, vice president, Corbin Advisors
Benchmarking performance, structuring teams and communicating uncertainty
Katie Fasken, investor relations and business development, Slate Asset Management
Laurie Gaborit, vice president investor relations, Detour Gold
Katie Keita, head of IR, Shopify
Joe Racanelli, director of IR, Sherritt International
Portfolio manager for Canadian equities
Sam Baldwin is Portfolio Manager, Canadian Equity for Guardian Capital LP (GCLP). He joined GCLP in 2007 as portfolio manager on the systematic strategies team. In 2013 he transitioned into Guardian’s Canadian Equity team, focusing on the large-cap Core Canadian equities strategies
His career in the financial services industry began in 1999 when he joined Invesco Trimark as an Associate, Strategy and Communications. Sam subsequently assumed the role of Project Manager, Office of the CEO, in the Taiwan office of Invesco. This role was followed by Fund Manager and Product Director, Asian Equities with Invesco Perpetual in the UK, subsequent to which he joined Guardian
Sam graduated from University of British Columbia with a BA (Honours) and is a CFA® charterholder.
Senior IR professional
Ms. Craig has more than 20 years in the investor relations field. She was senior vice president of investor relations for Loblaw Companies and vice president of investor relations for Nexen Inc., a global energy company based in Calgary. She also managed investor relations for Nortel Networks.
She earned a Bachelor of Arts (Anthropology and English) from the University of Toronto. Ms. Craig serves on the Editorial Advisory Board of IR Magazine and is a frequent speaker on investor relations and shareholder engagement, including IR Think Tanks and executive management programs. She holds numerous awards and recognition for investor relations, including over 20 #1 awards in Canada. In 2012 Janet was named one of the “Top 25 Investor Relations Officers of All Time” in a global ranking of investor relations officers by Investor Relations magazine.
Senior director of IR
Alice Dunning, MBA, CFA is Senior Director, Investor Relations at CIBC. Previously, Alice served as Director of Investor & Corporate Communications at a publicly traded health care services provider, and she was a Senior Account Executive at The Equicom Group. Prior to that, Alice was a top-ranked, sell-side equity analyst at tier one investment banks including CIBC World Markets, Merrill Lynch Canada, and TD securities. Her areas of coverage included oil and gas, utilities, and diversified business income trusts. She also spent four years in precious metals sales and trading. Alice is a CFA charterholder and obtained her MBA from Queen’s and her Bachelor of Science degree from the University of British Columbia.
Investor relations and business development
Slate Asset Management
Katie joined Slate Asset Management in 2016. She is responsible for fundraising and investor relations for Slate and its various businesses spanning public and private equity.
Prior to joining Slate, Katie worked on the financial institutions investment banking team at CIBC World Markets and later worked on the institutional equity sales desk in Toronto.
She holds an Honours Business Administration degree from the Richard Ivey Business School at Western University.
Vice president of IR
Ms. Gaborit is a geologist with over 25 years of Canadian and international exploration experience. Ms. Gaborit has provided strategic investor relations and corporate communications services for the resource industry since 1998. She joined Detour Gold in late 2006 as Director Investor Relations. She has provided investor relations services for junior mining companies for a number of years and previously served as Vice-President, Investor Relations for High River Gold Mines Ltd. and Manager, Investor Relations for Rio Narcea Gold Mines Ltd. Ms. Gaborit started her career in the mineral exploration industry for Aur Resources Inc., Cambior Inc., and Romarco Minerals Inc. She holds a Bachelor of Science in geology (Hons.) and is on the National Board of the Canadian Investor Relations Institute.
Head of IR
Katie Keita heads Investor Relations at Shopify, Inc., the leading cloud-based commerce platform designed for small and medium-sized businesses. Shopify operates in 175 countries and is trusted by big brands including Budweiser, Red Bull, the LA Lakers and GE.
Keita joined Shopify in March 2015 to help lead the company’s IPO on both the New York and Toronto stock exchanges in May 2015. Prior to joining Shopify in March of 2015, Keita was Director of Investor Relations at EMC Corporation for 9 years. Keita joined after working for two years in microfinance and small business development in Senegal. Prior to serving in West Africa, Keita spent five years as Head of Corporate Relations at CBIZ (NYSE:CBIZ), a business services company based in Cleveland, Ohio. Keita’s career in Investor Relations commenced in 1997 at SM Berger & Company, a IR consulting firm specializing in small and mid-cap issuers.
Keita holds an MBA and a Bachelor’s degree in English from Miami University, Oxford, Ohio.
SVP of investor relations
Karen Keyes joined Aimia as Senior Vice President, Investor Relations in January 2013, relocating from the UK to Canada. Prior to joining Aimia, Karen held the role of Head of Investor Relations of Logica plc (LSE, EURONEXT: LOG) from 2006 until its acquisition by CGI in August 2012. Between 2004 and 2006, Karen headed IR at Marconi (LSE, NASDAQ: MONI). She started her career at Nortel Networks in 1994 and worked in business development and government relations working in both her native Canada and in the UK.
Director of investor relations advisory
Michael Miller currently serves as Director of Investor Relations Advisory at Ipreo, focusing on providing innovative solutions and actionable intel to clients through Ipreo’s unique product and service offerings. He is an IR industry veteran with over 20 years of experience in the financial services industry.
Prior to joining Ipreo, Michael spent 5 years in the middle east as Head of Investor, Media & Public Relations at National Bank of Abu Dhabi. Before that, he held leadership roles at leading global institutions including BNY Mellon, Dun & Bradstreet, Arthur Andersen and T. Rowe Price.
Michael earned his bachelor’s degree in Accounting from the University of Delaware and an MBA in Finance from the University of Maryland. He is a CFA charter holder.
Director of investor relations
Theodore (“Theo”) O’Neill joined Corbin as Director of Investor Relations in 2016 and was in the inaugural group of IR professionals to earn the distinct Investor Relations Charter (IRC) the same year.
With over 20 years of experience as a successful sell-side analyst and banker, Theo has had extensive experience analyzing public corporations and presenting investment ideas to institutional investors. From 2012 to 2016, he managed a small IR agency: Litchfield Hills Research.
Mr. O’Neill began his career as a financial executive for a Fortune 1000 technology firm and has held senior financial positions in the defense, computer hardware and healthcare industries.
He has an MBA from Indiana University’s Kelley School of Business where he co-founded the International Business Society, a BA in Business from New England College where he was the recipient of the NEC Academic Achievement Award given to the top three students and an AE from NHTI where he was elected to the Sachem Society.Mr. O’Neill is a member of NIRI and I.E.E.E. He resides in Litchfield County where he lives with his wife and son. He serves as Treasurer of his church and is actively involved with the Connecticut chapter of Make-A-Wish and the charity Give Kids The World of Kissimmee, FL.
Director of IR
Joe Racanelli is Director of Investor Relations with Sherritt International, the world leader in the mining and refining of nickel and cobalt from lateritic ores.
He has more than 20 years of investor relations, marketing and corporate communications experience. Prior to joining Sherritt, he led the Resources, Commodities and Industrials Practice of Canada’s largest capital markets advisory firm, NATIONAL Equicom, providing strategic capital markets counsel to senior management at assorted small and mid-cap companies.
Over the years, Joe has led the communication efforts for complex financial transactions valued at more than $3 billion, helped five companies go public, scheduled more than 500 road show meetings and established strong relations with buy-side and sell-side contacts around the world. He is a frequent speaker on IR issues and topics.
Joe is a graduate of the University of Toronto and Concordia University.
Global head of client success, equity capital markets
Tanya Rowntree is the Global Head of Client Success, Equity Capital Markets at TMX Group. Tanya leads the client engagement and retention effort for TSX and TSXV Listed Issuers.
Tanya is a passionate advocate for Women in Finance, and is the Co-Chair of the Canadian chapter of Women in ETFs and also serves on the Global Governance Committee for Women In ETFs.
Tanya sits on the Canadian ETF Association Policy, Operations, and Media Committee’s, and works to create awareness about ETFs and to deal with industry specific issues whether regulatory, or structural that affect ETF member firms.
A leading expert in corporate governance and investor relations, Sarah is a frequent speaker on subjects related to governance, compliance, IR and management, and she has co-hosted issuer-shareholder roundtables that draw global audiences.
Prior to joining Joele Frank, Sarah served as Senior Vice President Public Affairs, Communications & Governance at Apache Corporation, an S&P 500 company. Prior to Apache, she served as CEO of Certified Financial Planner Board of Standards, Inc. Previously, Sarah founded and served as Executive Director of the Council of Institutional Investors for almost two decades. Her areas of expertise include:
Sarah has been published or profiled in a number of periodicals, including Harvard Business Review, Employee Benefits Quarterly, Worth, Directorship, Economie(French publication), Working Woman, The Washington Post, The American Lawyer, Corporate Control Alert, and Fortune. She is also the author of a widely read monthly investment and governance newsletter.
Sarah received a BA from Whitman College and was elected to Phi Beta Kappa. She received an MA in modern history from Oxford University and a JD, cum laude, from Georgetown University.
AVP Investor Relations
Sun Life Financial
Justin is the Assistant Vice-President on the Investor Relations team at Sun Life Financial, a leading international financial services organization with a market capitalization of 30 billion. He’s part of a nimble team that manages Sun Life’s relationships with institutional investors and analysts in North America and other markets, working closely with senior leadership to communicate the company’s strategy, financial objectives and performance. Justin joined Sun Life in 2010 as a Finance Director in the company’s IT and shared services division. He has held previous accounting and financial planning & analysis roles at Accenture, Royal Bank and Ingram Micro. Justin holds a Bachelors specializing in Accounting and Finance at the University of Western Ontario and is a CPA, CMA.
Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) are at the heart of Canada’s capital markets. TSX provides senior issuers with efficient access to capital and liquidity, as well as the prestige and market exposure associated with being listed on a leading global exchange. Serving the public venture capital market, TSXV provides access to growth capital for early stage companies while offering investors a well-regulated market for making venture investments.
TSX Company Services is a suite of products and services designed to meet the unique needs of companies listed on TSX and TSXV. From market data and shareholder analytics, to investor relations, corporate trust and transfer agent services, TSX Company Services delivers expertise from our 160+ years serving public companies.
Visit www.tsxcompanyservices.com to learn more.
Think Tank Sponsors
Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure. Investor relations, public relations, public policy and marketing professionals rely on Business Wire to accurately distribute market-moving news and multimedia, host online newsrooms and IR websites, build content marketing platforms, generate social engagements and provide audience analysis that improves interaction with specified target markets. Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented simultaneous NX Network. Business Wire has 29 offices worldwide to securely meet the varying needs of communications professionals and news consumers. In 2015, Business Wire teamed up with Al Roker Entertainment to create BizWireTV, a weekly digital video news program that features the top trending news releases that cross the wire.
CIRI is a professional, not-for-profit association of executives responsible for communication between public corporations, investors and the financial community. CIRI contributes to the transparency and integrity of the Canadian capital market by advancing the practice of investor relations, the professional competency of its members and the stature of the profession. With more than 550 members and four chapters across the country, CIRI is the voice of IR in Canada and the world’s second-largest society of investor relations professionals.
To learn about the benefits of membership including our advocacy efforts and professional development opportunities, please visit CIRI.org.
Be informed. Be connected. Be current. Be a CIRI member.
Corbin Advisors is a specialized investor relations (IR) advisory firm with a track record as a strategic advisor and catalyst for positive, thoughtful change. Our proprietary approach combines shareholder research, investor engagement and communication strategies to unlock embedded value for public companies. Leveraging deep experience across sectors, market-caps and company situations, we engage with public companies on both high-level strategy and tactical execution.
Our comprehensive services include perception studies, investor targeting and marketing, investor presentations, investor days, specialized research, and retainer and event-driven consulting. Inside The Buy-side®, our industry-leading research publication, is covered by news affiliates globally and regularly featured on CNBC.
To learn more about us and the results we help our clients achieve, visit www.corbinadvisors.com
Ipreo is a global leader in providing market intelligence, data and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies and buy-side institutions. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset-class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs. Ipreo has more than 750 employees supporting clients in every major financial center around the world.
Joele Frank Wilkinson Brimmer Katcher is a leading independently owned financial public relations and investor relations firm based in New York City. Joele Frank provides its clients with strategic counsel and tactical support across communications disciplines, from ongoing public relations and investor relations needs to high-profile – and high-stakes – special situations. Since its founding in 2000, Joele Frank has consistently ranked as one of the top corporate communications firms in M&A, shareholder activism and restructurings/bankruptcies.
For more information, please visit the firm’s website at www.joelefrank.com.
A new social network for IR professionals! Connect with your peers via private messaging and groups, share ideas and know-how in the community forum, read all the latest IR news and download IR resources from the extensive, free knowledge base. Site features include:
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This event is exclusively for senior corporate, in-house IR professionals. To request an invitation, please fill in the form below and if you are eligible, we will send you a confirmation within a week.