Crowne Plaza London - The City
The IR Magazine Think Tank – Europe 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 2017 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.
At the 2018 Think Tank, we discussed some critical IR challenges and the agenda is shown below.
Click on the session title to read about the topics in detail or view the pdf version here
Breakfast and registration
Welcome to the think tank
Laurie Havelock, editor-at-large, IR Magazine
What recent geopolitical events and global investment changes mean for targeting
Understand how European elections, Brexit and Trump are changing the trajectory of fund flows and debate how this will alter your investor outreach.
Tufan Comert, chief strategist and head of investment advisory, Garanti Securities
Lisa Williams , head of investor relations EMEA and depositary receipts, Citi
Q&A with the buy side: What is top of mind for 2018?
Hear from investors about the big issues for the next 12 months and discover their perspectives on what constitutes good IR.
Shaunak Mazumder, portfolio manager for global equities, Legal and General Investment Management
Caroline Shaw, head of fund and asset management, Courtiers Asset Management
Roundtable discussions: Investment flows and themes
Your chance to debate what the big changes in capital markets mean for you as an IRO: discuss with other IROs what changes need to be made to your IR efforts as a result of the ever-changing environment.
THE EXCHANGE: A series of roundtable discussions
Exchange information, ideas and inspiration
How the exchange works:
Choose your three favorite round-table discussions:
|Digitalization of financial communications: The differences between IR and PR
Vivianne Joynes, managing director, EQS
|Shareholder ID, targeting and engagement strategies in an increasingly index-based world
Justin Vieira, director and global head of corporate analytics, Ipreo
|The increased responsibility of IR – your ESG risks and opportunities
Ben Yeoh, senior portfolio manager, Royal Bank of Canada
|The transparency agenda and investor relations: Managing consensus and register analysis in the current climate
Andre Simon, head of investor relations, Lanxess
|Governance 2.0: Understand the new and emerging governance issues, take a proactive approach to shareholder engagement and predict voting outcomes|
|What has changed since Mifid II implementation, and how are you adapting your IR program?
Garnet Roach, senior reporter, IR Magazine
Maximizing management’s time: The internal role of IR
Learn how to make the most of the time your board and C-suite spend with investors, and how you can add value by providing top-quality strategic guidance to your board.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Daniela Peeva, investor relations manager, Monbat
Jo Roberts, director of investor relations, Metrobank
Examples of ‘good IR’ in ‘bad times’
Hear a range of perspectives from IR, the buy side and the sell side about how IR should react in times of crisis.
Moderator: David Lloyd-Seed, director of investor relations, Telefónica UK (O2)
Nursel Ilgen, head of investor relations, TAV Airports Holding
Stuart Meldrum, portfolio manager, AKO Capital
Sandy Morris, aerospace and defense analyst, Jefferies
Final thoughts and wrap-up
Laurie Havelock, editor-at-large, IR Magazine
"The think tank was useful and interesting. It is both generous and productive to have colleagues from our sector sharing their best practices. Working together to improve IR in the world is good for everybody. The think tank was an extraordinary platform to reach this goal. There should be more of these events!!"
"I like the intimate nature of the event as well as the interactive agenda"
"Great event for networking and sharing views about latest developments"
"It's critically important today to be tuned to the global IR wisdom as technological and regulatory disruptions are unfolding. No doubt, IR Magazine remains an unrivalled aggregator of best IR ideas and professionals. Looking forward to seeing my fellow colleagues later in the year"
"Always a really good event to attend. It's a good mix of subjects. Particularly liked the addition of the best practice case studies - it's always really valuable to hear the first hand experiences of others and some hints and tips of what works well and what doesn't"
"Very interactive, I liked the opportunities to discuss in the groups"
"Fabulous opportunity to talk about topical issues relevant to IR professionals across sectors and to share ideas and experiences"
"Great to spend some time with people at different ends of the IR experience spectrum, looking at how they approach challenges in the role"
"Excellent event to hear best practices on European level"
"Extremely useful event!"
At the last event, we heard insight from a range of buy-side investors, investor relations leaders and analysts - with a mixture of perspectives across Europe and beyond. See who spoke below:
Co-Chief Investment Officer for European and German mid/small cap
Allianz Global Investors
Heinrich Ey has worked at Allianz Global Investors since April 2006. Besides managing an analyst team of six regional telecom and media analysts, he covers 30 telecom stocks with his own modelling and formal recommendations. He is also the lead portfolio manager for the Allianz telemedia funds, which have won several awards from Lipper and Euro Finanzen in the last couple of years. His focus in the last two years has been on digital disruption trends and their impact on traditional business models within his industries, and he was part of the jury for the German Stevie Awards in 2016.
Before taking on his current role, Ey worked for four years as an analyst at AGI. Prior to that, between 2000 and 2002, he managed European and global equity funds for institutional and retail clients and was a member of the TMT sector team at Allianz Asset Management. He started his career in asset management at Allianz in 1995 as a buy-side trader for equity, fixed income and derivatives.
Portfolio manager for global equities
Legal and General Investment Management
Shaunak is a Fund Manager at LGIM for the Real Capital Builder (RCB) strategy within the Global Equity team. At LGIM he focuses on understanding and identifying long-term themes impacting global industries or companies undergoing change. His sector specialism includes Technology, Telecoms, Autos and Consumer. Shaunak joined LGIM from Asian Century Quest; a multi-billion dollar fundamental focused long/short equity Hedge Fund based in New York with offices in Tokyo and Hong Kong. While at ACQ, he covered the European Consumer sectors, Global Autos and Pan Asian Consumer sectors. Prior to this, Shaunak started his career in Investment Banking at Morgan Stanley, where he advised clients on Mergers & Acquisitions, equity and debt restructurings. Shaunak is able to bring a global perspective towards investing by having grown up in Asia, worked in North America and now living in Europe.
Shaunak has a BComm from Queen’s University Kingston, Canada. Languages: English, Hindi, Bengali & Indonesian.
Head of fund and asset management
Courtiers Asset Management
Caroline is Head of Fund and Asset Management at Courtiers, a wealth management firm headquartered in Oxfordshire. She is a fund manager responsible for managing over £0.5 billion in client assets, across a range of award winning multi-asset and equity funds.
Caroline joined Courtiers in 2000. She holds a Masters degree in civil engineering and started her working career as a civil engineer before putting her analytical skills to good use within investment management.
Caroline is a CFA charter-holder. She also holds professional accreditations from the Personal Financial Society and is a Chartered Member of the Chartered Institute for Securities & Investment.
Senior portfolio manager and ESG chair
Royal Bank of Canada
Ben is the Global Equity team’s Healthcare sector specialist. In addition he is the team’s ESG expert and sits in a non-executive advisory capacity for Responsible Investment and ESG for a leading UK investment trust. Before joining RBC Global Asset Management in early 2014 Ben worked in the same capacity for three years at First State Investments. Previous experience includes roles at Atlantic Equities where Ben was responsible for global healthcare research with a special focus on the US and at ABN AMRO where he was recognised with a #1 Thomson Extel rating across all sectors for integrated ESG research. In 2012, Ben won the Starmine award for best stock picker in Healthcare.
Ben holds an MA (Natural Science) from Cambridge University gaining the top first in his year. He won a scholarship to Harvard University and studied there at post graduate level specialising in behavioural neuroscience. Ben is a CFA charterholder.
Stuart joined AKO Capital as an investment analyst in August 2015. Before joining AKO, Stuart spent four years at Fidelity International as an equity analyst covering a range of sectors across Europe. Prior to Fidelity, he spent three years at Och-Ziff Capital Management and four years at BlackRock.
Stuart has a Master of Science degree in Finance from the ICMA Centre at the University of Reading, and a first-class Bachelor’s degree in Mathematics, Operations Research, Statistics and Economics from the University of Warwick.
Director and head of investor relations
TAV Airports holding
Nursel İlgen graduated from Middle East Technical University (METU), Department of Business Administration in 1997 and started her career at Ata Invest where she worked as portfolio manager and equity analyst from 1997 to 2002. She served as Vice President of Is Investment’s Research Department between 2002 and 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, which she joined in 2006, and established the Investor Relations Department and fulfilled many tasks including various transactions of share sales. In the voting among the domestic and foreign financial institutions conducted by Extel, she was ranked first in 2010, 2012, 2014, 2015 and 2016, second in 2009 and 2011, third in 2013 and 2018, in the category of investor relations officers in Turkey. She also came second in the Investor Relations category in a similar survey on transportation industry conducted in Europe. Ms. İlgen, who possesses Chartered Financial Analyst (CFA) and Capital Markets Board (SPK) Advanced and Corporate Governance Rating licenses, is also a member of the CFA Institute, CFA Society of Istanbul, Professional Women’s Network (PWN), stanby Board Member of TKYD (Corporate Governance Association of Turkey) and Chairperson of TUYID (Turkish Investor Relations Society).
Head of investor relations
Director of investor relations
Jo is Director of Investor Relations at Metro Bank, having joined in 2015 to manage the capital raise and listing on the London Stock Exchange. Prior to that, Jo spent nearly 10 years in investment banking at Citi working in M&A and capital markets in both London and New York. She holds a BSc in Business Administration with first class honours from the University of Bath.
Senior investor relations officer
Geraldine joined NN Group, an international insurance and asset management company based in the Netherlands, shortly before the IPO in 2014. During her time at NN, Geraldine has been part of the team responsible for building the IR function, managing both equity and debt IR activities for the Group and group companies, and conducting IR during a major acquisition.
Originally from Scotland, Geraldine has been living in the Netherlands since 1991 and prior to NN Group was Investor Relations Manager at Van Lanschot Bankiers, a Dutch private bank, for over 8 years. Prior to that she worked at several Big-Four audit firms in Scotland and the Netherlands.
Geraldine is a chartered accountant and holds a degree in Accountancy and Computer Science from the University of Stirling.
Investor relations manager
Daniela is the IR Manager of Monbat AD (battery producers, (EUR 200m market cap) and has been over 12 years. Monbat is a corporate champion in Corporate Governance and Investor Relations and regularly win awards for Best Corporate Governance and IR communications.
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.
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.
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.
Chief strategist and head of investment advisory
Tufan Cömert is the Head of Investment Advisory Department and Chief Strategist at Garanti Securities, a fully owned subsidiary of Garanti Bank, Turkey. He leads a team responsible for providing research and trade ideas regarding local and global markets. Analyses drawn up by Garanti Securities’ Investment Advisory team are delivered to an extensive client base, domestic retail and institutional clients as well as international institutional investors across the world.
Tufan joined Garanti Securities in 2007. Prior to joining Garanti Securities, he worked as a fund manager at top Turkish asset management firms including İş, AK and TEB-BNP Paribas Asset Management.
He graduated with a B.A. degree in Economics from University of Istanbul and has an MBA from Koç University, where he also worked as a research assistant.
Director of investor relations
David Lloyd-Seed is an experienced Investor Relations and capital markets practitioner. He is currently Director of Investor Relations at Telefonica UK (O2). Prior to that David was IR and Corporate Affairs Director at Dixons Retail for almost 10 years which included the merger with Carphone Warehouse. Most recently he was Interim Head of IR at Severn Trent and a partner at Tulchan Communications, a strategic communications adviser. Prior to joining Dixons Retail in 2005, David worked as a corporate broker for 18 years latterly as a Director with Citi. During his time in corporate broking he advised a number of companies on IR, market related activities, fund raisings, mergers and IPOs across a number of sectors.
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.
Sandy Morris joined Jefferies in February 2012 upon the acquisition by Jefferies of Hoare Govett from Royal Bank of Scotland. He is a Managing Director with responsibility for the European Aerospace & Defence sector.
Prior to joining Jefferies, he spent nearly 16 years at Royal Bank of Scotland and before that nine years at NatWest Securities covering sectors as diverse as Telecoms, Capital Goods and Aerospace & Defence.
He is a Chartered Accountant and read Economics at Heriot-Watt University, Edinburgh.
Attendees are leading IR practitioners from across Europe, 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. 2018 attendees included:
|Job title||Company name||Job title||Company name|
|Assistant director of IR||Rolls-Royce||Head of Investor Relations||Maire Tecnimont Spa|
|AVP, Investor Relations||Credit Suisse||Head of Investor Relations||OMV|
|Corp. development and IR Director||Balta||Head of Investor Relations||RWE AG|
|Deputy Head of IR||BASF||Head of Investor Relations||SAZKA Group|
|Deputy Head of IR||OMV||Head of Investor Relations||Sound Energy|
|Director of Investor Relations||ASM International||Head of Investor Relations||Triglav Group|
|Director of Investor Relations||GSK||Head of Investor Relations||Acacia Mining|
|Director of Investor Relations||AstraZeneca||Head of Investor Relations||Credit Suisse|
|Director of Investor Relations||Metro Bank||International Investor Relations||Cisco|
|Director of Investor Relations||Orange Polska SA||Investor Relations||Nostrum Oil & Gas|
|Director of Investor Relations||Telefonica UK (O2)||Investor relations analyst||JLT Group|
|Director of Investor Relations||N Brown||Investor Relations Assistant||Graphite Capital|
|Director of Investor Relations||TAV Airports Holding||Investor Relations||Unilever|
|Director of Investor Relations||Credit Suisse||IR & Strategic Planning Director||Moncler|
|Director of Investor Relations||DCC||IR Director||Aggreko|
|Director of Investor Relations||Antofagasta||IR Director||Danone|
|Economist and director of research||Garanti Securities||IR Director||Sareb|
|Group Investor Relations Director||Tesco||IR Manager||Arix Bioscience|
|Head of Communications||Genel Energy||IR Manager||Coca-Cola Hellenic|
|Head of corporate affairs||Spectris||IR Manager||MONBAT|
|Head of Corporate Finance||PJSC ALROSA||IR Manager||Lomsko Pivo AD|
|Head of Corporate Strategy and IR||PUMA||IRO||DBA Group|
|Head of fund and asset management||Courtiers Asset Management||IRO||Origin Enterprises|
|Head of Investor Relations||CRH||IRO||Santander|
|Head of Investor Relations||Eutelsat||IRO, London Representative||Recruit Holdings|
|Head of Investor Relations||Garanti Bank||Manager, Investor Relations||Garanti Bank|
|Head of Investor Relations||Hays||Manager, Strategy & Business Development||Garanti Bank|
|Head of investor relations||Lanxess||Portfolio manager for global equities||Legal and General|
|Head of Investor Relations||Legal and General||Private Equity Investor Relations||CD Capital Asset Management|
|Head of Investor Relations||National Express Group||Senior Director of IR||AstraZeneca|
|Head of Investor Relations||NEX Group||Senior financial analyst, IR||KAZ Minerals|
|Head of Investor Relations||Rathbone Brothers||Senior Investor Relations Officer||NN Group|
|Head of Investor Relations||Dialog Semiconductor||Senior Manager IR||Fresenius Medical Care|
|Head of Investor Relations||Dogus Otomotiv AS||Senior portfolio manager and ESG chair||Royal Bank of Canada|
|Head of Investor Relations||Ferrovial||Sustainable Development Senior Expert||MOL Group|
|Head of Investor Relations||IG Group||VP, Investor Relations||Burberry|
|Head of Investor Relations||J Sainsbury Plc||VP, Investor Relations||Danone|
|Head of Investor Relations||Kerry Group||VP, Investor Relations||Lundin Petroleum|
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
EQS Group is a leading international technology provider for Investor Relations, Corporate Communications and Compliance. 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, and to reach stakeholders globally.
The EQS COCKPIT, a cloud-based platform, digitally maps the workflows of IR, Communications and Compliance Officers, communicates with the company’s website, and distributes company releases via one of the most important global 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 around 400 professionals globally.
For more information, please visit www.eqs.com.
Ipreo powers the networks that connect capital to ideas. We are a leading global provider of financial services technology, data and analytics, supporting 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 unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1000 employees serving clients in every major financial hub around the world. For more information, visit www.ipreo.com.
Scott Harris helps companies to target, access and engage with investors. As an independent advisor that receives no payments from the buy-side, our work is conflict-free and aligned with clients’ interests. We help companies to identify the most relevant capital pools, see the right investors and understand in detail what investors think about the investment case.
Scott Harris is part of Rothschild’s Investor Advisory business, which provides a complete advisory solution, tailored to each client’s specific needs, with an emphasis on building relationships and generating long-term support.
For more information, please visit www.scott-harris.co.uk.
For all inquiries
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