Berenberg offices, London, UK
The IR Magazine Think Tank – Euro Leaders is an invitation-only event exclusively for senior IROs. It is free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting European 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 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. Listen to a summary of discussions from 2016 here.
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.
Click on the session title to read about the topic
Registration and refreshments
Opening remarks: Welcome to the think tank
Laurie Havelock, editor-at-large, IR Magazine
Olivia Lee, global head of corporate access, Berenberg Capital Markets
Jump-start briefing: Impact of Brexit – UK and US policy changes on investor sentiments
Kallum Pickering, senior UK economist, Berenberg
Seismic shifts: What are the key trends to watch in IR?
Nick Arbuthnott, managing director, European research, Ipreo
Mikkel Skougaard, investor relations officer, MOL GROUP
Justin Vieira, director and global head of corporate analytics, Ipreo
Lisa Williams, head of investor relations, EMEA, Citi Depositary Receipts
Morning coffee and refreshments
Investor Intelligence: Q&A with the buy side
Kirsty Collins, senior analyst, global responsible investment, Aviva Investors
Tom Tyler, global head of sales, ELITE
Crisis and change management 101: Communicating effectively during uncertainty
Nursel Ilgen, director, head of IR, TAV Airports Holding
Andrew Stephen, head of IR, Unilever
IR best practice: How successful heads of IR manage their day-to-day operations
Chris Griffith, group investor relations director, Tesco
Otelo Ruivo. investor relations, Galp Energia
Nick Stone, director of investor relations, AstraZeneca
The setting will be different tables with different topics and discussion leaders. Participants will get to move around to three different tables during this session.
The majority of the attendees were heads of IR from more than 13 countries in Europe. Some of them have been highlighted in our IR Magazine Awards research over the years. Each participant was someone with an established track record and a strategic IR role within his or her company. Some of our attendees included:
|Job title||Company||Job title||Company name|
|CFO||Auto Trader||Head of IR||Unilever|
|CFO||Keywords||Head of IR||CTT – Correios de Portugal|
|Deputy Head of Investor Relations||BASF||Head of IR||IHG|
|Director Investor Relations||eDreams ODIGEO||Head of IR||Kerry Group|
|Director Investor Relations||ASM International||Head of IR||Dormakaba|
|Director of Corporate Affairs||Aggreko||Head of IR||TAV Airports Holding|
|Director of IR||TBC Bank Group||Head of IR UK, Ireland and Americas||TUI Group|
|Director of Investor Relations||Metro Bank||Investor Relations||Sberbank|
|Director of Investor Relations||AstraZeneca||Investor Relations Director||Sareb|
|Director of Investor Relations||AIR LIQUIDE||Investor Relations Director||Dogan Holding|
|Director of IR||Debenhams||Investor Relations Director||Orange Polska|
|Director of IR and Corporate Comms||TalkTalk||Investor Relations Director||Kennedy Wilson|
|Director of Treasury & IR||Public Power Corporation||Investor Relations Manager||Sound Energy|
|Director, Corporate Finance and IR||Polymetal International plc||Investor Relations Manager||Rathbone Brothers|
|Director, head of investor relations||Heineken||Investor Relations Manager||Petrofac Services Limited|
|Director, London Office||Antofagasta plc||Investor Relations Manager||Greene King|
|EMEA head of IR||Toyota||Investor Relations Officer||MOL Group|
|Executive Director||Sberbank||IR analyst||Paysafe|
|General manager investor relations||Arcelormittal||IR Director||William Hill|
|Group Corporate Affairs Director||Mitie||IR Manager||Smith & Nephew|
|Group Financial Controller||McBride||IR Manager||Cisco|
|Group head of investor relations||OneSavings Bank||IR Manager||William Hill|
|Group Investor Relations Director||Lloyds banking group||IR Manager||Huhtamaki|
|Group Investor Relations Director||Tesco||IR Manager||TUI Group|
|Group IR Director||Kingfisher||IRO||Origin Enterprises|
|Head of Corporate Finance and IR||Domino’s Pizza Group plc||IRO||Galp Engergia|
|Head of Investor Relations||HeidelbergCement AG||IRO||Polymetal International plc|
|Head of Investor Relations||Serco Group||IRO||CIV|
|Head of Investor Relations||Legal & General||IRO||Shell|
|Head of Investor Relations||Dixons Carphone||Manager, IR Strategy & Business Development||Garanti Bank|
|Head of Investor Relations||Severn Trent||Senior IR Manager||Scor|
|Head of Investor Relations||CRH||Senior IR Specialist||Grupa LOTOS|
|Head of Investor Relations||RWE||Senior Manager, Investor Relations||Lloyds banking group|
|Head of Investor Relations||Saga||Senior Vice President, IR||Garanti Bank|
|Head of Investor Relations||Marie Tecnimont||Supervisor, Investor Relations||Garanti Bank|
|Head of Investor Relations||NEX Group||Vice President IR, Europe||Shell|
|Head of Investor Relations||Monbat AD||Vice President, Corporate & Investor Relations||BTG|
|Head of IR and Corporate Comms||PSI AG||Vice President, Strategic Partners & Investors||Sberbank|
|Head of IR||Pfleiderer Group||VP, Investor Relations||Burberry|
|Head of IR||Ferrovial|
Managing director, European research
Nick Arbuthnott is MD for Corporate / Data & Analytics for EMENA. He is responsible for the provision of Investor Relations services to corporate across the region where Ipreo has several hundred corporate clients taking IR products and services. He has long experience of enhancing customised offerings for global issuers and of developing data sets for both capital markets and corporate users across Europe and in Asia and of tailoring offerings for the corporate market.
He was a founder member of Market Intelligence Information in 1991 and then of Carson Europe in 1995. He went on to run the CMI Group for Thomson Corporate (2000-2002) and was MD for CapitalBridge in Europe (2002-2005). Since 2005 he has been at Ipreo where he works on managing the core corporate offering, Shareholder Identification, and developing innovative content and general analytical applications for the IR space, for both corporates and for Corporate Access.
Senior analyst, global responsible investment
Kirsty works across the Global Responsible Investment team on corporate engagement, responsible investment strategy and sustainable capital markets policy. Prior to joining Aviva Investors, Kirsty was IR Director at GlaxoSmithKline (GSK) and also led investor engagement on ESG matters. Kirsty has a background in strategy and forecasting, holding a number of roles at GSK including leading on integration of ESG performance into business strategy, external corporate reporting and R&D strategy.
Ann Marie Fagan
Ann Marie started her career in local government before moving to the private sector as a Web Developer. Ann Marie joined the RNS (Regulatory News Service) client services team at the London Stock Exchange in 2000 from the telecoms industry where she was involved in the support, development and delivery of web software systems to customers within a B2B environment. Ann Marie played an important role in the evaluation and development of RNS reporting tools which were first launched in August 2000. She left the RNS to become a consultant for CtrlPrint after 11+ years at the Stock Exchange.
Ann Marie currently runs the UK operations for CtrlPrint in which she is responsible for Service Delivery and New Business with Agency Partners as well as direct clients within the FTSE and AIM trading sector. Ann Marie studied Political Studies as her undergraduate degree and possesses a Masters in Research and Evaluation. She has professional certification in HTML, Java and XML and is also PRINCE 2 certified.
Group investor relations director
Chris qualified as a CIMA accountant following three years on the BBC Finance Graduate Scheme (1997 to 2000) and then worked for one year at Channel Four Television. He joined Tesco in 2001 as a Business Analyst in the Distribution Finance team. In 2003, he moved to Investor Relations, first as Finance Analyst, then Investor Relations Manager. After four years, he moved to a broader Corporate Affairs role, managing the International Corporate Affairs team. Following successful completion of Tesco’s first cross-functional Options to Director development programme, he was appointed as Business Development Director in 2008, leading M & A and strategy projects in Asia and across the Group. In March 2011, Chris returned to the Investor Relations team as Group Investor Relations Director.
Laurie Havelock is a journalist, writer and podcaster who has been working on financial titles for more than 5 years, dabbling with commercial property finance, responsible investment and investor relations as his main areas of focus. Outside of that he also writes about music, with a predilection for independent and emerging artists, has worked on a number of comedy projects, including a podcast he makes with musical comedian Paddy Gervers called Podshambles, and hosts a weekly show on Shoreditch Radio. Laurie has been published in the Independent, the Guardian and Q Magazine.
CFA Director, head of IR
TAV Airports Holding
Ms. İlgen, who has approximately 20 years of experience in different areas of capital markets, has been the Head of Investor Relations for TAV Airports since 2006. After graduating from Middle East Technical University (METU), Department of Business Administration in 1997, Ms. İlgen took on various duties as portfolio manager and equity analyst from 1997 to 2006. Ms. İlgen took part in drafting industry and macroeconomic research reports and making the presentations of these reports to local and foreign institutional investors as well as taking active role in initial public offering and privatization projects. She played a significant role in the initial public offering of TAV, and established the Investor Relations Department and fulfilled many tasks including various transactions of share sales. She was ranked first in 2010, 2012, 2014, 2015 and 2016, second in 2009 and 2011, third in 2013, in the category of investor relations officers in Turkey by Extel. She also came second in the Investor Relations category in a similar survey on transportation industry conducted in Europe. She directed the investor relations team that won many awards including investor relations website, financial disclosure and the Best Annual Report in the world. Ms. İlgen, who possesses Chartered Financial Analyst (CFA) and Capital Markets Board (SPK) Advanced and Corporate Governance Rating licenses, is the Chairwoman of the Turkish Investor Relations Society (TUYID), standby board member of Corporate Governance Association of Turkey (TKYD), also a member of the CFA Institute and CFA Society of Istanbul.
Viviane Joynes is a Managing Director at EQS Group where she runs the UK business with Stefan Berg. Prior to joining EQS, she worked for Capita plc where she was responsible for the Investor Relations Consultancy Services and Shareholder Communications Consultancy, working with listed companies in the UK and mainland Europe. Her most recent role was Head of Industry for the Capita Asset Services division. Before joining Capita she was Managing Partner at a corporate governance and communications consultancy.
Georgia Law joined Berenberg in June 2014. She has ten years experience in (mainly) equities compliance, having previously worked at Panmure Gordon and later Cantor Fitzgerald. She holds a BA in Arabic from Durham, and is a qualified barrister.
Global head of corporate access
Berenberg Capital Markets
Olivia joined Berenberg in April 2014 to head up corporate access in North America. She spent 6 years at Investec, the first 3 in Corporate Broking advising c.30 retained corporate clients before being asked in 2010 to transfer to New York to manage corporate access that was becoming an increasingly important component for the US operation. Previous to Investec, she spent 3 years in the equity sales team at Noble & Company broking UK small cap companies.
Head of reporting
Steven has over 12 years’ design agency experience and before joining Salterbaxter MSLGROUP worked at a number of agencies including Black Sun and Conran Design Group, where he managed complex investor relations and corporate reporting projects for FTSE 100, internationally listed and other businesses. Steven is responsible for Salterbaxter MSLGROUP’s corporate reporting output, working with [our integrated consultancy and communications teams] to offer clients strategic advice and practical guidance on annual and other reporting. He works collaboratively with clients and internal teams to ensure that projects benefit from best practice development and creative excellence.
Senior UK economist
Kallum Pickering joined Berenberg in August 2015 as a senior economist. He leads on UK macroeconomic analysis and commentary. Kallum joined from BNP Paribas where he worked as an economist focusing on UK, Ireland and Nordic macro and real estate. Previously, he was Senior Economist at The Construction Products Association, providing analysis on the UK economy and construction sector. He holds an MSc in Economics from The University of Warwick and a BA in Economics from The University of Sheffield.
EMEA Sales director
Citi Depositary Receipt Services
Sean joined Citi in 1998 from J.P. Morgan with the responsibility for Trust & Agency Sales & Relationship Management for the USA, Canada, Nordic region, Benelux and Portugal and in this role advised prolific and prestigious debt issuers including World Bank, IFC, EIB plus numerous sovereigns. Sean transferred to Depositary Receipt Services in EMEA in August 2008 with primary responsibility for Western Europe and CEEMEA. Since joining the DR team, Sean has managed the successful implementation/transition of ADR programmes for Adaptimmune, Akbank, AstraZeneca, Balfour Beatty, Bunzl, Delek Group, Diageo, Elan Corporation, Electrolux, Galapagos, GW Pharmaceuticals, Husqvarna, IG Group, IMI, Kingfisher, Partner Communications, Randgold Resources, RELX Group, SEB, Stora Enso, Turkcell, Travis Perkins, UPM Kymmene and Verona Pharma. Shortly after graduating from University of Westminster in 1988, Sean joined J.P Morgan to work in various operational roles within the Trust & Agency business before transferring to New York to serve as a Relationship Manager to US clients.
Investor relations officer
Otelo is the responsible for the Investor Relations team at Galp, an Oil&Gas integrated group headquartered in Lisbon, Portugal. He manages the all the group’s capital markets communications as well as all the activities with the investor community, and is a member of the company’s Corporate Strategy and IR division.
Otelo has over 15 years of experience in the Energy sector, mostly within Galp’s group where he started as project engineer in the Gas&Power businesses followed by several other positions already at the corporate level, mostly related to strategic planning, portfolio management and M&A.
Before joining IR he was acting as a Senior Advisor of the company, where he managed or co-managed several strategic corporate development projects at a moment where the company increased the speed of its transformational stage from a more Iberian downstream player towards and integrated Oil&Gas international company.
Otelo holds an MBA from IE Business School (Madrid) and two engineering degrees, with honours in Thermodynamics from Instituto Superior Técnico (Lisbon).
Investor relations officer
Head of IR
Has worked for Unilever for 34 years, including 22 years in operational roles and 12 years in investor relations.
Operational roles in Unilever have included:
Andrew worked in Unilever’s Investor Relations team from 2001-2009 including 3 years in the US from 2004-2006, heading up Unilever’s North American IR programme. In 2009 Andrew moved to the Global Home Care Category, before returning to Investor Relations in 2013 and being appointed Head of IR in January 2015.
Director of investor relations
Nick Stone is Director of Investor Relations at AstraZeneca, a global, science-led biopharmaceutical company that focuses on the discovery, development and commercialisation of prescription medicines. The Company is primarily focused on the treatment of diseases in three main therapy areas – Oncology, Cardiovascular & Metabolic Diseases and Respiratory. The Company also is selectively active in the areas of autoimmunity, neuroscience and infection. AstraZeneca operates in more than 100 countries and its innovative medicines are used by millions of patients worldwide.
Nick has over 15 years of biopharmaceutical sector experience and prior to joining the Investor Relations Team, Nick was Director of in-line indications for Brilinta, a medicine used to treat patients who have suffered from heart attack. Before moving to the commercial organisation, Nick was a Director of Business Development, where he led both buy and sell side licensing and M&A transactions in the Regional and Corporate Business Development Team. Prior to this role, Nick was appointed principal Corporate Strategist, based in London, where he provided a range of advisory services to the Senior Executive Team and Board.
In 2005, Nick took a sabbatical to compete in the Clipper Round the World Yacht race. He began his early career as an Associate Lawyer, having graduated with a bachelor’s degree with honours in Law and Criminology, before taking his Legal Practice Course.
Greg Swallow joined Berenberg in 2009 having previously worked for 10 years at JP Morgan in the CRM and SRI teams. After 7 years as Head of CRM at Berenberg, Greg was promoted to be the COO of the Equities division. He has spent the last few months speaking to over 300 Buy-side institutions in Europe and North America to start the process of establishing and implementing a MiFID II-compliant relationship in time for the January 2018 deadline.
Global head of sales
Tom joined ELITE as Global Head of Sales in February 2017. Prior to joining ELITE, Tom was Global Head of Corporate and Investor Access business at Bloomberg. He has worked extensively with public and private corporates as well Government agencies and other third parties across the globe in advising and executing engagement with the investment community. Prior to joining Bloomberg Tom spent 12 years as a pan-European & mid-small cap specialist where he was consistently ranked Top 3 broker across mid-small cap sales in Europe. He ran research and sales teams at ING, Commerzbank after starting his as an analyst at HSBC. Tom has also worked at the World Bank and graduated from University of Edinburgh (MA Hons) U.S History & Politics.
Director and global head of corporate analytics
Justin Vieira is the Director and Global Head of Corporate Analytics at Ipreo, focusing on global investor targeting and predictive shareholder analyses, in addition to broader advisory services and shareholder intelligence. He has advised numerous clients on proposed Dividend, M&A and Spinoff situations with a focus on shareholder base impact in terms of both risk and opportunity.
Justin has been with Ipreo since 2004 through a predecessor company, i-Deal. His first role was with the Capital Markets Analytics Team, servicing Investment Banking clients on matters including deal/non-deal roadshows and new issuance analytics before starting the Corporate Analytics Group at Ipreo. Justin is a graduate of Bucknell University with a BS/BA Degree in Business Management and minor in Economics. He is currently President of the NIRI Triangle Chapter.
EMEA head of investor relations advisory
Citi Depositary Receipt Services
Lisa Williams joined Citi’s DR group in December 2014. She has worked in investor relations for 15 years and has experience of many aspects of corporate IR including equity capital raising, defence, management transition, shareholder activism, credit ratings and debt IR. She was previously director of investor relations for FTSE 250 retail brand Debenhams from 2007 to 2014, for Rentokil Initial between 2005 and 2007, and for Cookson Group between 1999 and 2005. She holds a bachelor of laws degree from the University of London.
IN ASSOCIATION WITH
Berenberg was established in 1590 and today is one of Europe’s leading privately owned banks. The investment banking division employs 90 research analysts who currently cover more than 500 companies, promoted by a sales force of 50 based in London, New York, Frankfurt, Zurich, Paris, Boston and Hamburg, covering all major European and North American investment centers. Berenberg’s corporate access program consists of more than 500 non-deal roadshows, three flagship conferences, 15 thematic conferences and more than 100 client trips per year.
For more information, please visit www.berenberg.com.
Think Tank Sponsors
Citi Depositary Receipt Services is a leader in bringing quality issuers to the global capital markets and in promoting DRs as an effective capital markets tool. Citi Depositary Receipt Services provides clients with access to a comprehensive suite of value-added resources to support the success of their DR program, including a combination of global and local capital markets intelligence, a significant global equity distribution network of high-quality investors and customized investor relations strategic advisory.
For more information, please visit www.citi.com/dr.
CtrlPrint was founded in 1995 in Stockholm, Sweden with the main aim of providing key solutions to optimize performance and output quality for Adobe InDesign and InCopy documents. The company has grown steadily since then, with operations in Sweden, the UK and Australia. Its clientele varies across the EMEA and comprises more than 400 listed companies.
Currently, CtrlPrint’s main products and services are:
For more information, please visit www.ctrlprint.net
ELITE Connect is an innovative network, developed by London Stock Exchange Group, which brings together listed companies, institutional investors and intermediaries. Become part of a state-of-the-art hub that efficiently allows you to screen and connect with new pools of liquidity, even in remote regions. With features including specialised digital meeting rooms, results webcasting, a fully embedded agenda and a detailed relationship management function, ELITE Connect streamlines your activity and saves you valuable time. In a world where new technologies are fundamentally impacting the way people interact and communicate, London Stock Exchange Group is offering a new solution that allows you to be the first movers in a rapidly changing environment.
EQS Group is a leading international technology provider for Digital Investor Relations. More than 8,000 companies worldwide trust EQS’s products and services to securely, efficiently, and simultaneously fulfil complex national and international disclosure and compliance requirements to the global investment community.
The EQS COCKPIT, a cloud-based IR workflow platform, digitally maps the work processes of IR Officers, communicates with the company’s website, and distributes company releases via one of the most important financial newswires. With additional products such as websites, IR tools, digital reports, and webcasting solutions, EQS Group is a digital single source provider.
EQS Group was founded in Munich, Germany in 2000 and has developed from a start-up to an international group with offices in the world’s key financial markets. The group employs more than 300 professionals globally.
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.
For further information, please visit www.ipreo.com
We are the leading international sustainability strategy and communications consultancy. We help companies and brands Step Up to the challenge of the changing relationship between business and society. We combine smart strategy, savvy insights and sharp creativity to help business build purpose, deliver performance and drive transformation.
For more information, please visit www.salterbaxter.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:
Networking: Network with your peers by searching based on their sector, market cap, location and role, or look for individuals by their name or company. Connect with other members via private messaging and open or private groups.
Share knowledge and ideas: IRspace’s professionally moderated community forum will allow members to post queries and discussion topics and receive answers from a community of global IROs. This provides an opportunity for members to compare best practices and promote their own blog posts and thought leadership. Members can post queries anonymously or as themselves.
Knowledge base: The site contains an extensive, free and searchable knowledge base, granting IROs access to white papers, strategy and planning guides, research reports, investor perception studies and webinar recordings, as well as all the latest news and articles in the world of IR.
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