IR Magazine

IR Magazine Think Tank
Euro Leaders 2017

Wednesday, June 21, 2017

Berenberg offices, London, UK

What makes our think tank unique?

wttThe 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.

Agenda

Click on the session title to read about the topic

  • 08:15 AM
    Registration and refreshments

  • 09:00 AM
    Opening remarks: Welcome to the think tank

    Laurie Havelock, editor-at-large, IR Magazine
    Olivia Lee, global head of corporate access, Berenberg Capital Markets

  • 09:10 AM
    Jump-start briefing: Impact of Brexit – UK and US policy changes on investor sentiments

    • What to expect in the next 12 months: Geopolitics, policy changes, exchange rates, security, and so on
    • Key investment themes: What does the current climate mean for investor sentiment and asset allocation?
    • How will the new US policies impact economic growth and interest rates around the globe?
    • What could be the fallout from Brexit and the extent of uncertainty post-election in the UK?
    • Top five drivers that cause investors to adjust portfolios or spur analysts to adjust earnings forecasts

    Kallum Pickering, senior UK economist, Berenberg

  • 09:30 AM
    Seismic shifts: What are the key trends to watch in IR?

    • The shift from active to passive investing: Why IROs should become experts in index funds and exchange-traded funds
    • Big data and quantamental investing: Understand the new investor strategy that brings together quantitative screening and fundamental analysis
    • AI meets IR: Use smart solutions to help IR teams with targeting and shareholder engagement
    • Governance goes mainstream: Should you be opening up dialogue between the board and investors? Or conducting a governance roadshow?
    • The capital allocation dilemma: As investors and companies debate capital allocation, IR teams need to clearly define and communicate their company’s approach

    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

  • 10:30 AM
    Morning coffee and refreshments

  • 11:00 AM
    Investor Intelligence: Q&A with the buy side

    • What do fund managers find useful – examples of IR best practice
    • Navigating your way through key investment centers, which pool of investors to focus on
    • Developments on the buy side – what are the top questions from investors facing issuers?
    • Improving relations with the buy side – understanding what drives their decisions
    • Disclosure, access, guidance – what the buy side likes (and what it doesn’t)
    • How the changing dynamics of paid research and corporate access will pan out
    • How to make the most of sell-side relationships for conferences and non-deal roadshows

    Kirsty Collins, senior analyst, global responsible investment, Aviva Investors
    Tom Tyler, global head of sales, ELITE

  • 12:00 PM
    Lunch

  • 13:00 PM
    Crisis and change management 101: Communicating effectively during uncertainty

    • What is IR’s role in a crisis or uncertainty? How do you prepare for the unexpected and what not to do?
    • Keeping on top of your company’s crisis management measures against cyber-attacks, terrorist incidents, take-overs, accidents, and so on to effectively address investor concerns
    • Understanding the role of social media – the good and the bad – and making it work for you
    • Consistently monitoring market conditions and providing timely updates to senior management
    • What should you share with senior management in real time?
    • Making timely market announcements: What are investors, analysts and stakeholders looking for?
    • Steps to minimize short-term financial impact, lower the risk of long-term damage and build confidence
    • Maintaining extensive activity records to better manage future situations

    Nursel Ilgen, director, head of IR, TAV Airports Holding
    Andrew Stephen, head of IR, Unilever

  • 13:30 PM
    IR best practice: How successful heads of IR manage their day-to-day operations

    • How are IR teams across industries and market caps structured? Team sizes, roles, reporting, and so on
    • Managing international investors: What is the approach to targeting and decision-making?
    • How do successful IROs manage time and logistics of their roadshows and events?
    • If on a limited budget, which third-party services should you choose? How to get the most out of it
    • How do you translate positive meetings and feedback into positive market movement?
    • Is there such a thing as ‘doing too much IR’? Dealing with that one difficult research analyst
    • Making the best use of corporate brokers – what works, what doesn’t

    Chris Griffith, group investor relations director, Tesco
    Otelo Ruivo. investor relations, Galp Energia
    Nick Stone, director of investor relations, AstraZeneca

  • 14:30 PM
    Speed discussions

    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.

    • No more free lunches: Effects of Mifid II on issuers, brokers and investors – Georgia Law, compliance officer, and Greg Swallow, COO, Berenberg
    • Targeting international investors – Sean Ruby, sales director for EMEA, Citi DR
    • IR digital toolkit – Ann Marie Fagan, UK regional manager, CtrlPrint
    • Virtual AGMs and digital best practice in a changing regulatory landscape – Viviane Joynes, managing director, EQS
    • Changing landscape of remuneration communications – Steven Lindsay, head of reporting, Salterbaxter
  • 15:30 PM
    Event concludes

Who attended?

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

 

Venue and Accommodation

The Think Tank was held at:

Venue
Berenberg
5th Floor
60 Threadneedle Street
London
EC2R 8HP

Speakers


Sponsors

Are you on IRspace?

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.

Apply now for free membership>

Contact us