IR Magazine

IR Magazine Think Tank

Thursday, October 11, 2018

Toronto, Canada

About the think tank

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?
IMG_0899 (1)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.


  • 08:30 AM
    Breakfast and registration

  • 09:00 AM
    Welcome and opening remarks

    Steven Mills, Regional head, TMX Group

  • 09:15 AM
    The evolution of targeting, corporate access and just how sustainable is the accuracy of sell side research?

    • How is marketing in Europe changing?
    • Does fewer analysts + increased companies covered by analysts = lower quality 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

  • 10:00 AM
    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

  • 11:00 AM
    Refreshment break

  • 11:30 AM
    The evolution of technology in Capital Markets, and what it means for issuers

    • Better understanding the role of indexes and index-trackers in passive investments |
    • How are passive vehicles driving your stock and the market?
    • An overview of the Canadian ETF industry and how to engage better with ETFs
    • An IROs views on the ETF market, how should IR position itself if ETFs show up more often in your register?

    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 

  • 12:45 PM
    Networking lunch

  • 13:45 PM
    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

  • 14:15 PM
    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

  • 15:15 PM
    Event concludes | Final thoughts

  • 17:30 PM
    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


Past attendees say

"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."

Venue and location

This year’s think tank hosted by the Toronto Stock Exchange will be held at:

100 Adelaide Street, 6th floor
Toronto, ON
M5H 1S3

Who Attends

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


Request Invite

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.


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