TMX Offices, Toronto
The IR Magazine Forum – Canada 2019 is the must-attend event when wanting to learn about the developments within the world of investor relations.
Taking place on the day of the IR Magazine Awards – Canada 2019, IR professionals from across the region will be in Toronto to share their experiences, perspectives and teachings about the latest issues impacting Canadian public companies and their investors.
Learn how to adjust your IR program as the impacts of Mifid II become more apparent, take a refreshing look at targeting, stay updated with policy changes and get the truth about what the buy-side and sell-side really want.
We hope that you can join us and be part of the conversation!
Registration and breakfast
Welcome to The IR Magazine Forum - Canada 2019
Big picture trends: Impacts on the economy and IR
A look at the factors that will influence investment decisions in 2019, how sentiment will be impacted and what IR should do to position itself appropriately.
Refreshment break and networking
A refreshing approach to investor targeting: Learning lessons from marketing fundamentals to engage retail investors, and how to increase demand among institutional investors
Discuss how to get the balance right between the relatively stable retail and larger institutional investors, and the nuances in approaches needed to engage these very different stakeholders.
Changing investor perceptions: Q&A with the buy side and the sell side
Discover what keeps your most important audience up at night. Hear fund managers speak candidly about their pet peeves and most desirable IR traits. Clarify your equity story after hearing about the challenges the investment community sees on the horizon.
Accessing senior investors in the wake of Mifid II
With the first full Mifid II costs and charges disclosed, everyone is looking at how the regulation will impact corporate access and research coverage in 2019.
Internationalizing your investor base
Today’s investors are thinking and investing globally – so it’s important that IROs think internationally, too.
Your questions answered: How much weight do investors give to ESG factors when making decisions?
This session will answer some common questions, misconceptions and unknowns about ESG. Hear about the ESG movement from both the investment side and the public company side in an open Q&A session, where audience members can ask anything and everything related to ESG and IR, including, but not limited to:
• What are the gaps between what the markets are looking for and what public companies are communicating around ESG factors?
• What role does IR have in the ESG ecosystem?
• How does ESG impact the decisions made by the buy side and to what extent? How can IR help inform these decisions?
• When, how much and with whom should you engage on ESG factors?
Governance trends and an update on how amendments to the Canada Business Corporations Act will impact IR
We take a look at what is new in the world of corporate governance, and how IR and your board need to adapt.
• Get up to speed with the latest governance trends and proxy adviser guidance
• Understand how recent amendments to the Canada Business Corporations Act change the relationship between shareholders and the board, and how it impacts shareholder communication
• As activists are increasingly able to have multiple company directors replaced, discuss how to prepare your board to proactively communicate with shareholders and understand vulnerabilities that could be exploited by activists
Upgrade your defenses: How to fix vulnerabilities activist investors could exploit and discover practical approaches to defending against shareholder activism
When crises happen, IR proves it’s true worth, and no Crisis is more prevalent in Canada than the threat of an activist at your door. This session will explore how activist approaches are changing in the modern investment environment and share pragmatic ways to prepare for, prevent and (if necessary) defend against shareholder activism.
• Understand how activism is changing, what the trends are and new approaches investors are using
• Protect shareholder value by evaluating your governance weaknesses through the eyes of an activist investor
• Retail investors can be susceptible to emotional buy/sell decisions that are triggered by the actions of an activist shareholder. Learn about the correct way to respond on social media and other channels where retail investors get their information
• Learn about the do’s and don’ts during key meetings and engagements with activist investors
Summary and conference concludes
The IR Magazine Awards - Canada 2019
The 30th anniversary gala for the IR Magazine Awards – Canada 2019 will convene on April 3 at the Ritz Carlton, Toronto. It remains the Canadian IR community’s largest annual gathering and is an evening of unforgettable celebration and networking for investor relations officers along with their senior management, advisers and analysts.
Get in touch with us to find out how to reserve your seat at the gala dinner.
Vice president, portfolio manager
With over 25 years of professional experience, Valérie Cecchini is a fund manager with Mackenzie Investments, overseeing the Investors U.S. Opportunities Fund and the Investors Summa SRI Fund. She has also been given special responsibility alongside the firm’s research director for incorporating the environmental, social and governance (ESG) approach within the management and research team. Prior to joining Investors Group, Valerie worked for Standard Life Investments as Vice-President and Portfolio Manager, managing several small and mid-cap North American equity Funds. She has received a number of industry honours, and was nominated to the “Top 25 Financial executive in Quebec” of Finance et Investissement and was the winner of the “Portfolio Manager of the Year Award”. Valerie graduated from the Université de Montréal business school HEC Montréal with a Master of Science in Finance degree and hold the CFA, and CPA, CGA designations. She is among the first cohort to have received the Fundamentals of Sustainability Accounting designation (FSA), and the first portfolio manager in Canada.
Founder and president
Milla is the Founder and President of Millani and is a leading expert in the field of sustainability and sustainable investing, and she is known for anticipating trends.
Prior to founding Millani, Milla Craig worked for more than 15 years in the institutional equity markets for major Canadian financial institutions such as RBC Dominion Securities and Scotia Capital, where she was consistently ranked as a top-tier salesperson. Throughout her career, she has worked very closely with senior management and investor relations teams of Canadian publicly-listed companies, as well as financial analysts and investment managers of several Quebec pension and investment funds. Milla then moved to the field of ESG integration and corporate sustainability where she was also actively involved in the development of sustainability strategy, management, stakeholder engagement, and reporting for a variety of Canadian organizations in her role as Deloitte’s Leader – Sustainability, for the Quebec Region.
Milla is the Co-Founder and Chair of the Board of the Finance and Sustainability Initiative (FSI), and was part of the Sustainability Accounting Standards Board’s (SASB) Financial Sector review. She also leads the Water Committee and sits on the Executive Committee of the International Women’s Forum’s Montreal Chapter and sits on the advisory board of a number of private organizations.
Milla holds a Bachelor of Business Administration from Mount Saint Vincent University as well as the Sustainable Investment Professional Certification (SIPC) designation from Concordia University’s John Molson School of Business.
Milla was recently honoured as top performer in the consulting category by receiving Canada’s Clean16 Award for 2017, and in October 2016 she delivered a compelling TEDx MontrealWomen talk on ESG Integration.
Head of business development
Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV)
Michael Kousaie is one of the heads of business development at Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV). In this capacity, he is responsible for working with private companies and their shareholders as they explore the option of raising equity capital in Canada. In addition, Mr. Kousaie has been involved with several corporate/strategic initiatives for the Exchange, including reviewing and executing acquisitions, joint ventures and a range of organic growth opportunities.
Prior to joining TSX and TSXV, Mr. Kousaie spent 16 years as an investment banker in the Toronto office of a leading international bank, where he advised corporate boards and management teams on a range of domestic and cross-border capital raisings, mergers, acquisitions, and corporate restructurings.
Mr. Kousaie is a graduate of Queen’s University’s School of Business.
Susan Kushneryk is a partner at Hansell LLP and Government Relations Advisor at Hansell McLaughlin Advisory. Over more than fifteen years, Susan has developed a unique blend of experience in private practice and regulatory law and in government. She started her career in the litigation group at (what is now) Dentons LLP and at Torys LLP, where she represented clients in commercial and class action disputes with a focus on securities and other fraud. Susan then worked as enforcement counsel with each of the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada. As enforcement counsel, Susan worked closely with the investigators through their investigations before taking matters forward for prosecution. Her cases included a number of complex, multi-jurisdictional frauds. Most recently, Susan was Director of Policy in the office of the Attorney General of Ontario, where she provided advice and leadership across government ministries on a range of legal and policy matters. Prior to joining government, Susan served briefly on the board of the Technical Standards and Safety Authority.
Susan has appeared in the Supreme Court of Canada, at all levels of courts in Ontario, the Court of Queen’s Bench of Alberta, and the Federal Court of Canada, as well as before a number of tribunals including the Ontario Energy Board and the Institute of Chartered Accountants of Ontario (now the Chartered Professional Accountants of Ontario). Susan has acted in some of the most significant capital markets related litigation in Canada, including as counsel for the regulators in multiple actions in connection with the asset-backed commercial paper collapse in 2008 and as counsel for an investment dealer in litigation arising from the collapse of Portus Alternative Asset Management Inc., one of the largest investment frauds in Canada. While at Queen’s Park, Susan worked with stakeholders and assisted with policy development within the Ministry of the Attorney General, with the Office of the Premier of Ontario and across ministries, and advised the Minister in connection with various pieces of important new legislation.
Susan has spoken frequently on issues regarding the investment industry and topical issues in securities and commercial litigation. Susan has also spoken on issues regarding government policy. In addition to her professional work, Susan has always been engaged in the community, including in politics at the national and provincial levels.
Susan Kushneryk obtained her LLB at the University of Toronto in 2000 and was admitted to the Ontario bar in 2002.
NATIONAL Capital Markets
Craig has more than 30 years of corporate communications experience and has focused exclusively on investor relations for the past 20 years. He has assisted companies of all sizes communicate to the capital markets, form strategies for special situations and build their investor brand. A significant component Craig has more than 30 years of corporate communications and investor relations experience.
A significant component of Craig’s IR practice has been in helping newly-public companies approach the capital markets. This includes defining the initial IR strategy and key messages, as well as establishing peer benchmarks and analyst targeting to put measurable outcomes in place. He has established long-term relationships with several clients and as a result has helped them adapt their strategy as they’ve grown, achieved key milestones and faced different stakeholder groups. He also has significant transaction experience from working on over 100 transactions in all sectors of the public markets, including some of North America’s largest IPOs.
Prior to joining NATIONAL Capital Markets, Craig held senior positions at two IR consulting firms. He has a bachelor’s degree in History and a Certificate in Communications from the University of Guelph and is a member of the Canadian Investor Relations Institute.
Rose and Company
A 25-year Wall Street veteran, Mr. Rose co-founded and served as the Chief Executive Officer of Dahlman Rose & Company, an investment bank focused on transportation, commodities and infrastructure. Under his leadership, Dahlman Rose grew from 6 to 200 employees across five offices in the United States and Canada and expanded its research coverage from a single sector to over 20 discrete sectors focused around the theme of our natural resource economy and supply chain. Mr. Rose advocated a collaborative and horizontally-integrated approach to research coverage which has since been widely adopted. The firm executed over 75 securities offerings for public and private companies, raising in excess of $10 billion for its clients. Dahlman Rose & Company also acted as the sole advisor or co-advisor on numerous high-profile M&A transactions, including the largest public company acquisition in the history of the marine transportation sector. The firm was sold to Cowen Group, a publicly-listed financial services firm, in April 2013.
Director, global markets intelligence team
Sudarshan is a Director on the Global Markets Intelligence team. Issuer clients leverage Sudarshan’s experience of over 20 years helping investor relations teams in the Americas and Europe with data, analytics and consulting on shareholder activity. He has written white papers on a variety of topics including trends and drivers of foreign ownership in North American stocks and analyses of mandatory short-selling disclosures in Europe.
Founder and creator
BTV – Business Television
Taylor is the founder and creator of the longest running investment TV show in Canada, BTV – Business Television, broadcast on BNN Bloomberg and in the US on BIZTV, Air Canada, and Thomson Reuters. BTV and CEO Clips have interviewed more than 2,000 dynamic CEO’s, entrepreneurs and business leaders giving investors insight for their portfolio. Taylor can be reached at [email protected]
Senior vice president, investor access
OTC Markets Group
John joined OTC Markets Group in 2018 where he is responsible for managing the recently acquired Virtual Investor Conference series and broadening our investor access suite of services for issuers. Prior to joining OTC Markets, John was head of Investor Relations Products and Services for Cision/PR Newswire where he launched the Virtual Investor Conference series in 2010. Prior to PR Newswire, John was VP Content Strategy for Thomson Reuters and Managing Director of Computershare/Georgeson’s Shareholder Analytics division. John got his start in the financial information industry with Federal Filings, a start-up newswire focused on regulatory filings, which was acquired by Dow Jones. John holds a BSBA degree in Finance and Computer Science from American University and received his MBA from George Washington University.
Ben Ashwell is the editor at IR Magazine and digital editor at Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.
Please note that these are our early bird rates which expire on Thursday, February 28, 2019 – any bookings made after this date will be charged at the standard rate.
If you have any questions regarding booking, please contact Janeshia Neeley on +1 212 430 6865.
About TMX Group (TSX: X)
TMX Group’s key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities and fixed income. Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, Trayport and other TMX Group companies provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Beijing and Singapore. For more information about TMX Group, visit our website at www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.
À propos du Groupe TMX (TSX : X)
Les filiales principales du Groupe TMX exploitent des marchés au comptant, des marchés dérivés et des chambres de compensation couvrant de multiples catégories d’actifs, dont les actions et les titres à revenu fixe. La Bourse de Toronto, la Bourse de croissance TSX, la Bourse Alpha TSX, La Caisse canadienne de dépôt de valeurs, la Bourse de Montréal, la Corporation canadienne de compensation de produits dérivés, Trayport et d’autres sociétés du Groupe TMX offrent des marchés d’inscription, des marchés de négociation, des mécanismes de compensation, des services de dépôt, des produits d’information et d’autres services à la communauté financière mondiale. Le Groupe TMX a son siège social à Toronto et des bureaux dans l’ensemble de l’Amérique du Nord (Montréal, Calgary, Vancouver et New York), ainsi que dans des marchés internationaux clés, dont Londres, Pékin et Singapour. Pour en savoir plus sur le Groupe TMX, visitez le www.tmx.com. Suivez le Groupe TMX sur Twitter : @TMXGroup.
IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. We support all participants in the capital-raising process including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. 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.
OTC Markets Group Inc. (OTCQX: OTCM) operates the OTCQXÂ® Best Market, the OTCQBÂ® Venture Market, and the PinkÂ® Open Market for 10,000 U.S. and global securities. Through OTC LinkÂ® ATS, we connect a diverse network of broker-dealers that provide liquidity and execution services. We enable investors to easily trade through the broker of their choice and empower companies to improve the quality of information available for investors.
To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.
BTV is a TV production and Digital Marketing Agency that helps issuers increase brand awareness to a national retail and institutional investor audience through unique services including:
BTV – Business Television, a half-hour weekly investment program, profiling emerging Canadian and US companies brings investors information for their portfolio. With Hosts, Taylor Thoen and Jessica Katrichak, BTV is broadcast on BNN Bloomberg, US-Biz TV and Air Canada and interviews top analysts plus showcases companies at their location for an insightful business perspective.
CEO Clips are short company video profiles broadcast to a large audience of investors on TV and 15+ financial sites including Reuters, Yahoo! Finance, Bloomberg and Stockhouse.com. More than 2000 companies have been featured.
TV Branding / Awareness Ads – creative company spots broadcast on BNN Bloomberg and US Bloomberg.
Hansell LLP provides expert, independent legal and governance counsel to businesses, their directors, shareholders and other stakeholders. From navigating critical situations to designing effective governance strategies, Hansell LLP has experience in all aspects of corporate governance that are important to our clients.” For more information click here
Millani is a leading Canadian advisory firm in the field of ESG integration in capital markets.
For the past 10 years, Millani has become the partner of choice for institutional investors, both asset owners and managers. By providing advisory services on integrating material ESG issues into their investment strategies and decision-making processes, Millani helps its clients reduce risks, increase returns, and create value. Today, Millani is also leveraging this expertise and its experience in sustainability consulting to help reporting issuers reduce risks and seize opportunities by improving their ESG disclosure to investors.
Millani’s success is founded on a bespoke, client-centric approach that focuses on material issues, practical implementation, and independent advice. Its extensive capital market experience and unparalleled expertise in ESG and its connection to value creation position Millani at the nexus between investors and companies, making it unique in the Canadian market.
For more information visit www.millani.ca/
""I find attending IR Magazine events a great way to keep my finger on the pulse of all global IR related issues as well as meeting peers and learning about new and relevant topics"."
""The IR Magazine Forum was a great opportunity to hear industry insiders and experts' thoughts on the topics most affecting our profession"."
""As an IR professional, you will definitely want to attend the annual IR Magazine Forum. The wealth of information provided by senior IRO's, analysts and others in the capital markets is invaluable to enhancing your IR program"."
This year the IR Magazine Awards – Canada 2019 will celebrate it’s 30th anniversary in the glamorous setting of the Ritz Carlton in Toronto. It remains the Canadian IR community’s largest annual gathering and is an evening of unforgettable celebration and networking for investor relations officers along with their senior managements, advisers and analysts.
Join us for a glamorous evening after the forum and celebrate the success of those individuals and companies that are leading the way in the IR community in 2019!