IR Magazine

IR Magazine Global Forum
Conference & awards

Tuesday, October 3, 2017 - Wednesday, October 4, 2017

Marriott Champs Elysées Hotel, Paris, France

About the Global Forum

The IR Magazine Global Forum is an international and independent event that brings together IR professionals from around the world to network and learn IR best practice.

After four years in New York, we are thrilled to be moving this international event to France! We are delighted to be running this event in association with Cliff (the French association for financial communication professionals) this year, which is celebrating its 30th year.

Key topics and themes for 2017 include:IR16_6_AfterAwards_2534 low-res

  • Investor intelligence: Q&A with the investors, panel with the buy side and sell side
  • Global institutional fund flows and trends: Impact of macroeconomic factors
  • Targeting strategies tailored for regions; leveraging the sell side for non-deal roadshows
  • Shareholder activism, regional views of ESG factors
  • Exchange-traded funds, algorithmic trading and market structure; measuring IR effectiveness
  • Digitization of IR: Leveraging technology and innovation to improve targeting
  • Running lean: Doing better IR with limited resources and budgets

We will also be hosting our prestigious awards ceremony to recognise our Global Top 50 – our world-wide ranking of IR excellence. Join us on the 3rd of October for a night of fun, laughter and celebration. We look forward to meeting you this October!

In association with

The IR Magazine Global Forum is being held in Association with Cliff.  Created in 1987, the Cliff is the French association of financial communication professionals and is a recognized voice for the profession in France. With an active programme fostering the sharing of experiences, of expertise and of evolving topics, a successful education training programme in partnership with a renowned French University (Paris-Dauphine) and its contribution to the annual publication of the Financial Communications: Framework and Practices” together with the OCF, the Cliff helps promote the status of Investor Relations professionals.

For more information, please visit www.cliff.asso.fr/en/

The Conference

  • 08:15 AM
    Registration, exhibition and refreshments

  • 09:00 AM
    Opening remarks: Welcome to the Global Forum

    Laurie Havelock, editor-at-large, IR Magazine
    Chris Hollis, chairperson, CLIFF (the French association for financial communication professionals)
    Gary LaBranche, president and CEO, NIRI (National Investor Relations Institute)

  • 09:30 AM
    Mifid II briefing: What IR teams need to do, resourcing and proactively dealing with the new reality

    • How is Mifid II going to impact research? Who will be most affected and how?
    • Will companies have to start paying for their own roadshows and other corporate access?
    • How do new third party providers and new offerings from traditional vendors come into the mix?
    • Will IR end up doing more of what brokers used to do for them?
    • How to get management on board to support IR in a post-Mifid world
    • What does the current climate mean for investor sentiment and asset allocation?

    Nick Arbuthnott, managing director, European research, Ipreo
    Qian Chen, associate director, head of European operations, Ipreo

  • 10:30 AM
    Morning coffee, exhibition and refreshments

  • 11:00 AM
    Investor Intelligence: Q&A with the investors, panel with the buy side and sell side

    • What do fund managers find useful – examples of IR best practice
    • Navigating your way through key investment centers
    • Which cities are on the up, which on the way down, 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, global responsible investment, Aviva Investors
    Chris Hollis, chair, Cliff and director of financial communications, LVMH (moderator)
    Nicholas Melhuish, head of global equities, Amundi
    Marc Saint John Webb, fund manager, smaller European companies, Argos Funds

  • 12:00 PM
    Next-gen targeting: Tailoring strategies for different regions

    • Building a robust targeting methodology: Using brokers to successfully target appropriate investors
    • Making the best use of corporate brokers – what works, what doesn’t
    • Attracting foreign investment: What resources and strategies are needed?
    • Managing international investors: What is the approach to targeting and decision-making?
    • Differentiating communications to engage better with different types of investors
    • What kind of events (one-on-ones, dinners, conferences) do investors prefer?

    Brian Christie, vice president of investor relations, Agnico Eagle Mines
    Kimberly Stewart, head of investor relations, Solvay
    Paul Ferneyhough, corporate director, finance & investor relations, Repsol

  • 12:30 PM
    Lunch and exhibitions

  • 13:30 PM
    C-suite panel: Providing value to shareholders with the bigger picture in mind

    • Management’s view of the IR function – where does IR fit into the wider company strategy?
    • How to attract the C-suite’s attention to secure buy-in and resources
    • How are IR efforts measured by the C-suite? KPIs and benchmarking
    • Monitoring shareholder changes from time to time
    • Cultivating trust and confidence of lenders, investors and shareholders
    • Growing your company and creating financial success – particularly during economic uncertainty

    Veronica Bunk-Sanderson, head of investor relations, Telefónica Deutschland
    Gerbrand Nijman, group CFO, Global Telecom Holding

  • 14:00 PM
    Leveraging technology and innovation to improve IR

    • The increasing digitization of IR and communications, and how to stay ahead
    • Choosing the tools that are right for you: What technologies ease the pressure on time?
    • Measuring digital communications – what are the KPIs and tools?
    • How effective have other IROs found video presentations? Can they replace face-to-face meetings?
    • Accessing new, smaller or more remote investors with videoconferencing: Streaming information 24/7

    Ricardo Jiménez, head of IR, Ferrovial

    Tom Tyler, global head of sales, ELITE

    Achim Weick, CEO and founder, EQS

    Aurélie Cohen, head of IR, EURONEXT

     

  • 15:00 PM
    Refreshment break and exhibition

  • 15:30 PM
    Preparing for shareholder activism: Trends in activist targets

    • How to tackle an activist attack and set up relevant preventative measures
    • Getting management, the board and the IR team prepared
    • Working with activists as friends, not enemies, to win the PR war

    David Chase Lopes, managing director, EMEA, D.F. King
    Emilie Megel, senior VP of IR, Technicolor

  • 16:00 PM
    Running lean: How successful heads of IR manage their day-to-day operations

    • Managing team and budget: Evaluating what adds value and prioritizing a team’s time
    • Doing better with limited resources and budgets: How to benchmark your IR performance
    • How are IR teams across industries and market caps structured? Team sizes, roles, reporting, and so on
    • How do successful IROs manage the timings 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
    • Is there such a thing as ‘doing too much IR’? Translating positive meetings into positive market movement
    • Dealing with that one difficult research analyst or a CEO who won’t stick to script

    Paola Durante, investor relations and strategic planning director, Moncler

    Patrice Lambert, head of IR and financial communications, Orange

    Thomas Kudsk Larsen, head of IR, AstraZeneca

     

  • 16:45 PM
    Roundtable discussions

  • 17:30 PM
    Global Top 50 Awards ceremony

    Our global ranking of IR excellence. A celebration of the world’s best investor relations programs according to surveys of analysts and investors for the IR Magazine Awards in Europe, Asia, North America and Brazil. The Global Top 50 will be celebrated with an awards reception on the first evening of the conference – October 3, 2017.

  • 18:30 PM
    Networking drinks reception

    Join us for the drinks reception in the evening as we celebrate the winners of our global IR awards!

  • 08:55 AM
    Welcome back

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:00 AM
    Fireside chat: What makes a successful head of IR

    Jeannie Ong, chief strategic partnership officer, StarHub

  • 09:25 AM
    The future of investor relations: Key market changes and trends

    • 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

    Nick Arbuthnott, managing director, European research, Ipreo

  • 09:45 AM
    Governance goes mainstream

    • Should IROs be opening up dialogue between the board and investors? Or conducting a governance roadshow?
    • How IROs should communicate their company’s strategy as investors and companies debate capital allocation
    • Strategies to get the vote you want on governance issues: Common shareholder concerns on governance
    • How do fund managers and governance analysts co-operate? Proactively reaching out to governance analysts covering your region/sector
    • Beyond basic research: What does the market value the most? Executive remuneration, transparency, timeliness, presence of senior management at investor meetings and roadshows
    • Targeting governance-focused investors: Learning their policies, principles and proxy voting guidelines

    Mikkel Skougaard, investor relations officer, MOL Group
    Fabio Bianconi, director, Morrow Sodali

  • 10:15 AM
    Morning coffee, exhibition and refreshments

  • 10:45 AM
    Sustainability communications: Integrating ESG activity into your IR program

    • Integrating ESG into established IR programs and coping with the surge in investors’ interest
    • Building your knowledge base and confidence to respond effectively to questions from investors
    • Separating ESG risks from opportunities and evaluating factors that will impact a company
    • Communicating long-term stability: How to take the focus away from short-term fluctuations
    • Applying standard IR disciplines such as investor analysis, targeting and communications to sustainability and corporate governance issues
    • Exploring cost-effective ways of communication, including hosting an annual webcast around sustainability performance for analysts and investors

    Kirsty Collins, global responsible investment, Aviva Investors
    Antje Stobbe, director, investor relations and group sustainability, Deutsche Bank

  • 11:15 AM
    Roundtable discussions

  • 12:00 PM
    Wrap-up of day session and lunch

  • 12:45 PM
    Workshop option 1: Crisis management: Communicating effectively during uncertainty

    Join this workshop to learn:

    • IR’s role in a crisis: What to do and what not to
    • Being prepared to effectively address investor concerns
    • Monitoring the market and keeping senior management updated
    • When to make market announcements? What are investors and analysts looking for?
    • Minimizing short-term impact and lowering risk of long-term damage
    • Building confidence and learnings to better manage future situations
    • Making social media work for you – taking the good with the bad
  • 12:45 PM
    Workshop option 2: M&A readiness What to do (or not do!)

    Join this workshop to learn:

    • Doing due diligence on how the market might perceive the transaction
    • Getting the rationale and metrics right: Anticipating concerns and questions over deal risks
    • Working with the other firm to ensure consistency of messaging
    • Following up announcements with one-on-one shareholder conversations
    • Using digital communications and social media to keep the momentum up
    • Too much PR: Balancing disclosure while protecting the sanctity of the deal
    • Adapting to the new world and creating value post-deal
  • 14:00 PM
    Wrap-up and end of conference

Workshops

We will be holding two workshops on the second day (4th October) of the Global Forum (from 12.45pm to 2.00pm). Workshop A will focus on crisis management and Workshop B will be focused on M&A readiness. These workshops dive deeper into these specific topics providing real-life case studies and the opportunity to discuss within a smaller group. Further information regarding what will be discussed in the workshops, can be found below. Please note that as these workshops run in parallel to each other, attendees are only able to attend one workshop.

Looking to get involved in these workshops? Contact Sébastien Dutrieu to find out more.

 

 Workshop A: Crisis Management

Communicating effectively during uncertainty

   Workshop B: M&A Readiness

What to do (or not do!)

  • IR’s role in a crisis: What to do and what not to
  • Doing due diligence on how the market might perceive the transaction
  • Being prepared to effectively address investor concerns
  • Getting the rationale and metrics right: Anticipating concerns and questions over deal risks
  • Monitoring the market and keeping senior management updated
  • Working with the other firm to ensure consistency of messaging
  • When to make market announcements? What are investors and analysts looking for?
  • Following up announcements with one-on-one shareholder conversations
  • Minimizing short-term impact and lowering risk of long-term damage
  • Using digital communications and social media to keep the momentum up
  • Building confidence and learnings to better manage future situations
  • Too much PR: Balancing disclosure while protecting the sanctity of the deal
  • Making social media work for you – taking the good with the bad
  • Adapting to the new world and creating value post-deal

Speakers


People's Choice Award

For 2017, we are giving companies the opportunity to nominate themselves, free of charge, for the People’s Choice Award. This award will be presented to a publicly listed company that has made an outstanding contribution to the practice of IR and the community of IR professionals. Whether it’s a successful targeting initiative, website redesign, sustainability program, transaction, response to activism, or any other inspiring aspect of the nominee’s IR program, if you think it shows leadership and should inspire others, it is a contender!

The short list has been decided and we are now asking you to vote for your winner:

  • General Motors – for its CFO Office Hours calls for investors and analysts and its GMC Acadia Ride and Drive event in NY
  • Nanobiotix – for its innovative targeting initiative focusing on large biotech funds
  • Recruit Holdings – for getting management from a private and complex business on board for IR activities
  • Scotiabank – for an investor event held in the firm’s digital factory in Toronto showcasing its digital transformation strategy

Public voting will close at 5pm CET on October 3. The winner will be unveiled at the awards ceremony at the Global Forum

Vote for the winner now>

The Global Top 50 Awards

Our global ranking of IR excellence. A celebration of the world’s best investor relations programs according to surveys of analysts and investors for the IR Magazine Awards in Europe, Asia, North America and Brazil. The Global Top 50 ranking order will be revealed and celebrated with an awards reception on the first evening of the conference – October 3, 2017.

Here are the companies, in alphabetical order, who have made the Global Top 50 in 2017:

adidas ConocoPhillips JPMorgan Chase & Co Schlumberger
Agnico-Eagle Mines Continental Kasikornbank Sherwin-Williams
American Airlines Group Danaher Kroton Starbucks
ARC Resources Delta Air Lines Lanxess Suncor Energy
AstraZeneca Deutsche Post DHL Lojas Renner Taiwan Semiconductor Manufacturing
BASF Discover Financial Medtronic TD Bank Group
Boston Scientific EDP – Energias de Portugal Metro Pacific Investments Total
Cathay Financial Holding Home Depot Natura Unilever
China Mobile Honeywell Novo Nordisk UnitedHealth Group
China Telecom Iberdrola Pfizer Visa
China Unicom Intesa Sanpaolo Quanta Services Wright Medical
CN Itau Unibanco Roche Holding
Comcast Jack in the Box Salesforce.Com

 

Read more about how the ranking was developed

Sponsors

Venue & Accommodation

We’re pleased to be hosting the Global Forum this year at the:

Paris Marriott Champs Elysées Hotel
70 Avenue des Champs-Elysees
Paris, 75008
France

ACCOMMODATION

For alternative accommodation options at nearby hotels located a short distance away from the Global Forum venue, please click here to view our dedicated HotelsMap.

Please note that as Paris Fashion Week will be taking place at the same time as the Global Forum (3-4 October), we encourage attendees to book accommodation as soon as possible, as many hotels in the surrounding area will be selling out.

Welcome to 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>

Book your seat

If you are a member of an IR association or society, you will receive €100 off the prices below. Please contact your association for the discount code or contact us if you have any problems securing this code. The passes below will provide you with full access to the two day conference and awards reception. The ‘corporate attendee’ rate is reserved for IR professionals at publicly listed companies only. All others are to book under the ‘standard’ rate.

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