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 brought together IR professionals from around the world to network and learn IR best practice.

After four years in New York, we moved to France and ran the event in association with Cliff (the French association for financial communication professionals), which is celebrating its 30th year.

Key topics and themes for 2017 included:

  • 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 also hosted our awards ceremony to recognise our Global Top 50 – our world-wide ranking of IR excellence. Find out the ranking order here.

In association with

The IR Magazine Global Forum was 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

Please click the session titles below for further information on what was discussed in these sessions.

  • 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

    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 St John Webb, partner and fund manager, Quaero Capital – Smaller Companies 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 exhibition

  • 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

    Veronika Bunk-Sanderson, director of IR and communications, Telefonica Germany
    Gerbrand Nijman, group CFO, Global Telecom Holding

  • 14:00 PM
    Case study: Using technology for effective IR

    Ricardo Jiménez, head of IR, Ferrovial

  • 14:15 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 Group
    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, DF King
    Emilie Megel, senior VP of IR, Technicolor
    Gilles Mentré, Managing Director, European Head of Shareholder Advisory, Lazard

  • 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 and networking drinks reception

    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 was celebrated with an awards reception on the first evening of the conference – October 3, 2017.

  • 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
    Dov Levy, VP of IR and corporate development, AKKA Technologies
    David Shammai, senior corporate governance specialist, APG Asset Management

  • 10:30 AM
    Morning coffee, exhibition and refreshments

  • 11:00 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

  • 11:30 AM
    Roundtable discussions

  • 12:00 PM
    Lunch

  • 12:45 PM
    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

    Facilitated by: Tom Buchanan, managing partner, CNC – Communications & Network Consulting

  • 14:00 PM
    Wrap-up and end of conference

Workshop

We held a workshop which focused on crisis management and delved deep into these specific topics which provided real-life case studies and the opportunity to discuss within a smaller group.

Crisis Management Workshop A: Crisis Management
Communicating effectively during uncertainty

  • 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

Facilitated by: Tom Buchanan, managing partner, CNC – Communications & Network Consulting

Tom Buchanan has more than twenty years’ experience as a communications advisor to companies in the UK, Continental Europe, Asia and the United States. The majority of Tom’s career was spent as a partner of Brunswick including four years in New York, where he helped establish its first US office.

He has extensive crisis and litigation communications experience involving listed companies, including a botulism scare at a food manufacturer, a number of high profile insolvencies, an allegation of IP infringement, the sudden death of senior management figures and various frauds.

In addition to advising clients on financial and corporate communications on a retained basis, Tom has extensive cross-border M&A experience, and has advised companies on listings on most of the exchanges across Europe and North America.

Speakers

Ordered alphabetically by last name


People's Choice Award

For 2017, we gave companies the opportunity to nominate themselves, free of charge, for the People’s Choice Award. This award encouraged entries from publicly listed companies that have made an outstanding contribution to the practice of IR and the community of IR professionals.

We are delighted to reveal that Nanobiotix are the winners of the 2017 global People’s Choice Award for its innovative targeting initiative focusing on large biotech funds.

The other companies short listed in this category were:

  • General Motors – for its CFO Office Hours calls for investors and analysts and its GMC Acadia Ride and Drive event in NY
  • 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

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 has been revealed and was celebrated with an awards reception at the Global Forum on October 3.

Global Top 50 Gold:

1 China Telecom =11 Comcast
2 Sherwin-Williams =11 ConocoPhillips
3 JPMorgan Chase & Co =13 AstraZeneca
4 Jack in the Box =13 Danaher
=5 China Unicom 15 Salesforce.com
=5 Iberdrola 16 Delta Air Lines
=7 Schlumberger =17 Discover Financial Services
=7 Taiwan Semiconductor Manufacturing Company =17 Intesa Sanpaolo
9 Starbucks =19 Roche Holding
10 Visa =19 Unilever


Global Top 50 Silver (in alphabetical order):

adidas Kroton
Agnico-Eagle Mines Lanxess
American Airlines Group Lojas Renner
ARC Resources Medtronic
BASF Metro Pacific Investments
Boston Scientific Natura
Cathay Financial Holding Novo Nordisk
China Mobile Pfizer
CN Quanta Services
Continental Suncor Energy
Deutsche Post DHL TD Bank Group
EDP – Energias de Portugal The Home Depot
Honeywell Total
Itau Unibanco UnitedHealth Group
Kasikornbank Wright Medical Group

 

Read more about how the ranking was developed

Sponsors

Venue

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

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