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:
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!
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/
Registration and refreshments
Opening remarks: Welcome to the Global Forum
Tim Human, editor, IR Magazine
Chris Hollis, chairperson, CLIFF (the French association for financial communication professionals)
Jump-start briefing: Macro-economic trends to watch in the coming 12 months
• Round up of changes and economic trends in the EU: elections, Brexit, Mifid2, regulations
• What to expect in the next 12 months: Geopolitics, policy changes, exchange rates, security, and so on
• How will the new US policies impact economic growth and interest rates around the globe?
Global institutional fund flows and trends: Impact of macroeconomic factors on investment
• Key investment themes: What does the current climate mean for investor sentiment and asset allocation?
• Top five drivers that cause investors to adjust portfolios or spur analysts to adjust earnings forecasts
• Which part of the world are investors putting money into? What are the risks they see?
• Effectively communicating factors driving your stock: What do investors want to see in these times?
Morning coffee and refreshments
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 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
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?
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
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 this replace face-to-face meetings?
• Accessing new, smaller or more remote investors with videoconferencing: Streaming information 24/7
Preparing for shareholder activism: Trends in activist targets
• How to tackle an activist attack and set up relevant preventative measure
• Getting management, the board and the IR team prepared
• Working with activists as friends, not enemies to win the PR war
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 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
• 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
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.
Celebratory drinks reception
Join us for the drinks reception in the evening as we celebrate the winners of our global IR awards!
Registration and refreshments
Laurie Havelock, consulting editor, IR Magazine
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 ETFs
• 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 IROs be opening up dialogue between the board and investors? Or conducting a governance
• How IROs should communicate 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
Morning coffee and refreshments
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 uncertainity
IR Workshop 1: Crisis Management
Join this workshop to learn:
• What is IR’s role in a crisis? Preparing for the
• What not to do: Communicating effectively during
• Being prepared with incident management measures
to effectively address investor concerns
• Understanding the role of social media in a crisis –
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 and when?
• 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
IR Workshop 2: M&A
Join this workshop to learn:
• M&A readiness: What to do (or not do!)
• Prepping: doing due diligence on how the market might
perceive the transaction
• Understanding shareholder concerns and anticipating
questions that are different from the normal IR issues
• Gettting the rationale right: Working with the other firm
and internally to ensure consistency of messaging
• Keeping investors in the loop and providing useful
metrics to help alleviate concerns over deal risks
• Following up announcements with one-on-one
shareholder conversations: Using digital communications
and social media to keep the momentum up
• Business as usual: Keeping in touch with shareholders
and follow through with internal development plans in
case the deal falls through
• Too much PR: Balancing disclosure while protecting the
sanctity of the deal
• Adapting to the new world and creating value post-deal
Wrap-up and end of conference
"This event provided a good opportunity to network whilst celebrating IR teams across Europe that are striving to deliver a professional service."
"A very slick, enjoyable, five star event with excellent networking opportunities."
"Nice atmosphere and great place to network and meet other IR people"
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
Here is our 2016 Global Top 50:
|Anadarko Petroleum||Continental||Iberdrola||PTT Exploration and Production|
|ARC Resources||DBS Group||Itaú Unibanco||RWE|
|Arezzo||Delta Electronics||JPMorgan Chase & Co||Sa Sa International|
|Bayer||EDP – Energias de Portugal||Kerry Logistics||Santander|
|Canadian Pacific Railway||EDP Renováveis||Kroton||Schlumberger|
|CapitaLand||Enterprise Products Partners||L Brands||Sherwin-Williams|
|China Telecom||Galp Energia||Metro Pacific Investments||Taiwan Semiconductor MC|
|Cisco Systems||General Electric||Nestlé||TCL Communications|
|CN||Hilton Worldwide Hotels||Novo Nordisk||Unilever|
Deutsche Bank’s DR team is part of the issuer services business within the bank’s global securities services unit. In addition to specializing in administering cross-border equity structures such as ADRs, global DRs and global registered shares, issuer services provides corporates, financial institutions, hedge funds and supranational agencies around the world with trustee, agency, escrow and related services. The bank offers a very broad range of services for diverse products, from complex securitizations and project finance to syndicated loans, debt exchanges and restructurings.
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia-Pacific.
For more information, please visit www.db.com.
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.
For more information, please visit www.eqs.com
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
For more information, please visit www.aeri.es
Association of Bulgarian Investor Relations Directors /ABIRD/
Since 12 years now the Association of Bulgarian Investor Relations Directors /ABIRD/ has been actively working to unite the interests and improve the qualification of local Investor Relations Directors – members of the organization, to improve the investment climate in Bulgaria and introduce high standards for presentation of the Bulgarian public companies to investors in the country and abroad.
We unite more than 110 Investor Relations Directors of public companies and other issuers of securities, and in 2016 we opened the doors of ABIRD for all colleagues who disclose information in accordance with the Bulgarian and European legislation, and communicate with institutions such as the Financial Supervision Commission, BSE – Sofia and the Central Depository.
ABIRD is an active participant in the Bulgarian capital market, a basic corrective in terms of amendments to the regulation and implementation of the European legislation. Our activities are focused on enhancing the professional qualification of Investor Relations Directors and all of the other officials engaged with investor communication and communication with the institutions on the capital market with the purpose to improve the best disclosure and transparency practices in the activities of public companies and other issuers of securities. We actively cooperate with all institutions and participants in the Bulgarian capital market.
The Association of Bulgarian Investor Relations Directors is a collective member the National Corporate Governance Commission, the Capital Market Development Council in Bulgaria, the Corporate Social Responsibility Council to the Minister of Labor and Social Policy, the Bulgarian Industrial Capital Association. Together with our national partners we strive to make Bulgaria a more attractive place for investments.
Contacts: +359 2 9882413 and firstname.lastname@example.org
IR Club is a well-established investor relations community that allows IR professionals to network with peers from all over the world.
IR Club was formed in 2011, to address the need for an online investor relations community. Since then, IR Club has become an overwhelming success and has more than 1,200 members!
The main objectives of IR Club include the promotion of networking, communication, exchange and transfer of knowledge among investor relations professionals – we are particularly interested in the use of social media in investor relations.
IR Club is open to anyone interested in investor relations such as scientists, students and those wishing to make a career change. For the opportunity to mingle with practising IROs at all levels, as well consultants and service providers. Colleagues from the areas of private equity, open-end and closed-end funds, unlisted companies and of course all those who deal with the communication with lenders (creditor relations / fixed income) are welcome, too – we are all one ecosystem.
It takes no time to register as a member and it’s free of charge!
Tel.: +49 177 232 0001
Hong Kong Investor Relations Association (HKIRA) is a professional association comprising investor relations practitioners and corporate officers responsible for communications between corporate management and the investment community. HKIRA advocates the setting of international standards in IR education, advances the best IR practices and meet the professional development needs of those interested in pursuing the investor relations profession.
HKIRA is dedicated to advancing the practice of IR as well as the professional competency and status of our members. To date, HKIRA has over 600 members and most of them are working for companies primarily listed on the Hong Kong Stock Exchange. HKIRA’s membership profile covers a wide spectrum of professions from IR, finance, accounting, company secretarial to corporate investment roles. It consists of executives at various stages of their career, including the top executives from the IR professional and also the C-level management of listed companies.
For more information, please visit www.hkira.com
The Middle East Investor Relations Association (MEIRA) is an independent non-profit organisation dedicated to promoting the Investor Relations (IR) profession and industry standards in corporate governance. The mission of MEIRA is to enhance the reputation, efficiency and attractiveness of the Middle East capital markets.
This involves a commitment to fostering increased dialogue among its members and to encourage them to share and adopt best practice techniques within the field of IR. In partnership with stock exchanges, regulators and other market participants, MEIRA supports companies through its professional development and certification programmes as well as its membership community and network of country chapters.
For more information, please visit www.meira.me
We’re pleased to be hosting the Global Forum this year at the:
Paris Marriott Champs Elysées Hotel
70 Avenue des Champs-Elysees
IR Magazine have arranged for discounted rates at nearby hotels located a short distance away from the Global Forum venue. Click here to view the hotels and rates.
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.
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.
+44 20 8004 6214