The IR Magazine Think Tank – Canada 2018 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 professionals – industry experts, top-rated IROs, the investment community – 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.
Breakfast and registration
Welcome and opening remarks
Steven Mills, Regional head, TMX Group
The evolution of targeting, corporate access and just how sustainable is the accuracy of sell side research?
We are hearing anecdotal evidence that Mifid II is taking its toll on marketing in Europe, furthermore, with a smaller pool of analysts covering a larger pool of companies, it would appear that research quality has improved. Debate what will happen to marketing and research and it’s impacts on Canadian companies.
Moderator: Ben Ashwell, Digital editor, IR Magazine
Joe Racanelli, Director of investor relations and communications, Sherritt International
Prepare, detect, protect: Proven methods for managing activists and governance best practice
With Canadian companies being some of the most susceptible to shareholder activism we revisit how to prepare yourself against activist investor campaigns by reducing your exposure and increasing shareholder value.
Moderator: Yvette Locker, President, CIRI
Sarah Teslik, Partner, Joele Frank
Ken Anderson, Vice president of investor relations & treasurer, Intact Financial Corporation
Karen Keyes, Senior vice president of investor relations, Aimia
The evolution of technology in Capital Markets, and what it means for issuers
Moderator: Ben Ashwell, Digital editor, IR Magazine
Manash Goswami, Senior vice president and head of ETF portfolio management, First Asset
Steven Hawkins, President and CEO, Horizons ETFs
Workshop: Overcoming a crisis
Work together in teams to map out your crisis action plan. Hear a hypothetical example about a company crisis and test, firefighting abilities and hear how peers would have dealt with this scenario.
Moderator: Ben Ashwell, Digital editor, IR Magazine
What the street wants: Investor relations best practices and looking at how Canadian companies can stay competitive with the US and other capital markets?
Hear out of IR perspectives on best practice in investor relations, understand some of the impacts that capital markets are having and what it could mean for investor relations.
Moderator: Jason Patchett, Investor relations director, CIBC
Ari Davies, Director and North American Head of Corporate Advisory and Analytics, Ipreo by IHS Markit
Event concludes | Final thoughts
Breaking the IR Glass Ceiling: Women in IR Canada
• Why does gender diversity matter in IR? The business case for breaking the glass ceiling and moving away from the status quo
• IR teams are small (1-3 people), so does it matter that senior women in IR are outnumbered 2:1?
• Who hires IROs? How can we influence CEOs and CFOs to consider gender diversity in the IR role and across all executive leadership functions internally?
• What gender targets should we be aiming for in the IR profession? 50/50? If so, how can we drive change, given that IR teams are small?
• How do you calculate your own market value? What practical tips can the panel share for women to ensure they receive pay parity with their male counterparts?
Moderator: Ben Ashwell, digital editor, IR Magazine
Tanya Rowntree, Global head of client success and equity capital markets, TMX Group
Stephanie Amaimo, Vice president of investor relations, Fortis
Senior vice president of investor relations
Vice president of investor relations & treasurer
Intact Financial Corporation
Director and North American head of corporate advisory and analytics
Ipreo by IHS Markit
Senior vice president and head of ETF portfolio management
Manash Goswami joined First Asset in 2007 and is primarily responsible for managing several active equity mandates focused on income generation and is also responsible for a number of First Asset’s Smart Beta portfolios, including factor-based ETFs which track Morningstar and MSCI Indexes, First Asset’s Core ETFs, and all of First Asset’s Covered Call ETFs.
Manash has been recognized by Brendan Wood International (BWI) as one of Canada’s top ranked portfolio managers, achieving Platinum Class by being named one of the TopGun Investment Minds in Canada consecutively since 20131.
Manash manages a team which is the key point of contact between First Asset and the market making community, functioning as a vital resource providing solutions and counsel for investment advisors and facilitating effective client ETF transactions.
Prior to joining First Asset, Manash was a Research Associate at Scotia Capital covering the Canadian energy infrastructure sector. Manash also worked at a boutique investment bank specializing in structured finance products.
Manash holds a Bachelor of Arts Honours (Biology & Economics) from Queen’s University in Kingston, Ontario, and a Masters of Business Administration from the Ivey School of Business at the University of Western Ontario in London, Ontario. In addition, he holds the designations of Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA), and Certified Management Accountant (CMA).
President and CEO
Investor relations director
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.
"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|
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.
Think Tank Sponsors
Ipreo by IHS Markit 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 by IHS Markit has nearly 2000 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.
Donnelley Financial Solutions (NYSE: DFIN) provides software and services that enable clients to communicate with confidence in a complex regulatory environment. With 3,500 employees in 61 locations across 18 countries, we provide thousands of clients globally with innovative tools for content creation, management and distribution, as well as data analytics and multi-lingual translations services. Leveraging advanced technology, deep-domain expertise and 24/7 support, we deliver cost-effective solutions to meet the evolving needs of our clients.
For more information, please visit www.dfsco.com
This event is exclusively for senior corporate IROs and other senior-level executives with IR responsibility. To register for this year’s event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed event information.
If you have any questions or require any assistance with registering for the think tank, please contact Lauren Brown at [email protected] or on +44 020 8004 5829.