The IR Magazine Global Forum & Awards is an international and independent event that brings together IR professionals from around the world to network with the investment community, learn best practice from successful heads of IR and promote excellence.
Taking place on October 9 & 10 in Amsterdam, the event has a fantastic two-day agenda planned for you, with over 30 international speakers covering all the latest topics from the world of investor relations.
On the first evening of the forum, October 9, we will host an awards ceremony and drinks reception. During this we will be unveiling 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. We will also be announcing the winner of the Global People’s Choice Award, which is now open for nominations.
For 2018 we will focus on the major aspects of investor relations, dividing all discussions into 3 themes; models, markets and management where we aim to explore future challenges for business and IR, comprehend how capital market trends impact IR and learn how to make the most of your IR resources and senior management’s time.
Please click the session titles below for further information on the discussions.
Registration and breakfast
Introduction and interactive voting session
Trade, Tax and Trump: The global economic outlook
Britain exiting the European Union and US President Donald Trump playing “hard ball” on trade agreements is a catalyst for change in international trade.
Furthermore, the most significant tax reform in decades has altered forecasts for growth and interest rates.
This session will explore the possible outcomes of the key political impacts on investment over the next 12 months and will help you understand what governments are doing to stimulate investment.
A Practical Guide to Mifid II: Seize the access opportunity
Mifid II is starting to alter the dynamics of corporate access. The majority of the buyside are refusing to pay for meetings with companies that they hold shares in and are setting up their own corporate access teams creating more direct requests.
This can be a huge opportunity for investor relations, as the role of the IRO becomes even more essential. This session will share actionable insight into how you can adapt your marketing strategy and build closer relationships with the banks.
Refreshment break and networking
Governance: Is ESG a new tact for activists?
After a difficult couple of years for activist investors, we debate if the recent activist campaigns that are focused on environmental and societal challenges are a new tact for activists, if this trend is here to stay, and what it means for IR.
IR Careers: Making IR a career aspiration, building a pipeline of the next generation of IROs
The career pathway for many IROs can be varied, whether coming from the street, a finance background or a communications background. Often it is a career that many fall into but without the long term ambition.
This session will focus on how to prepare for the next generation of investor relations officers by making investor relations a career aspiration. We discuss the challenges and approaches needed to make this work.
Networking lunch break
Quant investing: How technology is changing the dynamics for investors and IR
With an increase in index based, and quant investors, we discuss how quant investors are receiving your equity story. What ETF providers want to see in your company and how you can prepare for large scale machine-based trades. How can you remain in certain indexes and how to explain to management what is happening to your stock when the computers begin trading.
A different discussion on crisis management: The internal role of IR in a crisis
It is well known that companies need a crisis management plan to deal with the inevitable “Black Swans” that can naturally occur in business, and many IR departments have processes in place for shareholder communications when such incidents return. However, at a time of a crisis, senior management and your inter-departmental colleagues’ time becomes so much more valuable as they try to deal with the situation.
Afternoon coffee break
Q&A with the buyside and the sell side: Is your story in line with emerging risks?
Clarify your equity story after hearing from a range of leading analysts and fund managers about the horizon challenges they see for business. Understand what they see as risks, and what they like (or don’t) about IR.
The story so far: Summary of the day's discussions
Global Top 50 Awards ceremony and networking drinks reception - Our global ranking of IR excellence
Join us to celebrate the world’s best IR programs according to surveys of analysts and investors for the IR Magazine Awards in Europe, Asia and the Americas.
Registration and breakfast
Day 1 recap
Expand your investor base with innovative approaches to investor targeting
How can you discover, then target new investors? This session looks at unique approaches to shareholder analysis, finding the right portfolio managers and then how to get them interested in your company. We also look into how to create memorable meetings with your investors by sharing examples about how companies have had out-of-the-box approaches to site visits.
Investor education: Deepening generalists’ knowledge on your company and keeping investors up-to-date with the rapidly changing business environment
This session will examine innovative approaches to investor education, particularly focusing on the generalist investor. Learn how to clearly articulate the prospects of your sector, and the role your business plays in the industry.
Morning coffee and networking
ESG: Why it matters, what’s happening, what are the SDGs and what can you do?
The Sustainable Development Goals are the precursor to policies that look to reduce environmental impacts and improve societal wellbeing. These regulations impact all companies and investors are taking an increased interest in risks, and opportunities related to ESG.
Hear from leading institutional investors about how they use ESG metrics and what they expect from companies in disclosure, engagement and performance.
Networking lunch break
Governance: How to engage with proxy advisory firms
Love them or not; the proxy advisors are here to stay, and with an increased number of investors outsourcing their voting rights their influence is greater than ever.
This session will “get inside the heads” of the Proxy advisors, to understand the methodologies that help them arrive at certain voting outcomes and learn how and when you should engage around issues of concern.
Building the business case for IR and improving efficiency
If IROs weren’t busy enough already, Mifid II and other developments are only going to magnify the time pressures on your team. In this session we look at best practices in building a business plan for the IR department, and how you can improve performance with a limited number of resources.
Closing remarks and summary of key themes
The Global Top 50 is our global ranking of IR excellence and will be announced at the end of the conference on Tuesday, October 9. The ranking is 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 2017 top 20 gold rankings were:
Global Top 20 Gold:
|3||JPMorgan Chase & Co||=13||AstraZeneca|
|4||Jack in the Box||=13||Danaher|
|=5||Iberdrola||16||Delta Air Lines|
|=7||Schlumberger||=17||Discover Financial Services|
|=7||Taiwan Semiconductor Manufacturing Company||=17||Intesa Sanpaolo|
For 2018, we are giving companies the opportunity to nominate themselves, free of charge, for the Global People’s Choice Award. This award encourages entries from companies that have made an outstanding contribution to the practice of IR and the community of IR professionals. The Global People’s Choice Award is unique as the winner isn’t chosen by a panel of judges, instead it is voted for by you – the investor relations community.
In-house investor relations teams at any publicly listed company can be nominated for this award. Entries can be submitted directly by an individual or company nominating themselves, or by a vendor/service provider on behalf of a nominee.
We are now accepting entries and the deadline to submit is Friday, August 17, 2018 at 5pm BST. We will be announcing the short list in September and from then you will be able to cast your vote to decide the 2018 winner.
"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"
In association with
NEVIR, the Netherlands Association for Investor Relations, is the professional representative body and advocacy organisation for investor relations officers at Dutch public companies and for consultants and service providers active in the field of investor relations and corporate communications. .
Our mission is enhance the profession of investor relations and to contribute to that a well-functioning capital market in the Netherlands.
The NEVIR offers its members access to a large and expert network and acts as a sounding board for the members. The association organises various activities focused on the exchange of knowledge and experience and the promotion of mutual contacts. The program includes among other things: workshops and presentations (webinars) about current IR topics and relevant developments who directly or professionally indirectly; informal meetings to promote the mutual contacts and exchanges of knowledge, and training courses, such as the IR Masterclass.
The NEVIR helps each of its members to formulate and implement ‘best-in-class’ Investor Relations policy. Recognition for this is given during the annual NEVIR Awards, where an independent jury awards a prize to both the company with the best IR performance as the best IR professional. Membership of the association is on corporate level, meaning that all of an affiliated firm’s IR practitioners are eligible to participate.
Consultants and service providers may also join NEVIR, as long as the primary focus of their work really is investor relations. Their applications are considered carefully by the Board and are subject to checks of the applicant’s activities and objectives.. In addition, to ensure that corporate member of listed companies find the NEVIR a platform to share relevant experiences we aim to have at least 2/3rds of the members from listed companies. Membership fees are determined my type of member and company’s market capitalisation.
NEVIR is the Dutch networking and knowledge organisation for Investor Relations professionals
Please do not hesitate to contact us in case you would like more information.
Michel Hulters (Chairman) | [email protected] | 06 15499569
Bianca Bakker & Monique Dassen(Secretariat) | [email protected] | 020 575 40 83
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
Deutsche Bank’s DR team is part of the Trust & Agency Services business within Global Transaction Banking. In addition to specializing in administering cross-border equity structures such as American and Global Depositary Receipts, Deutsche Bank provides corporates, financial institutions, hedge funds and supranational agencies around the world with trustee, agency, escrow and related services. The Bank offers a broad range of services for a diverse set of products, from complex securitizations and project finance to syndicated loans, debt exchanges and restructurings.
Deutsche Bank is a leading client-centric global universal bank serving 28 million clients worldwide. The 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 https://adr.db.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
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 [email protected]
For more information, please visit www.aeri.es
The Danish Investor Relations Society (DIRF) was established by investor relations officers, financial and communications executives in a few Danish companies in 1988. The objective was and still is to promote communication between listed companies and their investors thereby increasing investor interest in Danish shares and company bonds.
DIRF represents some 270 members from approximately 100 companies. Members are primarily listed companies, and the member base represents about 95 per cent of the Danish market cap. However, also not-listed companies, organisations, service providers and consultants working with financial communications are represented, cf. DIRF members list.
The DIRF network seeks to meet its objectives by arranging members’ meetings and conferences dealing with current IR-topics, sessions with academics researching in IR-related areas, trends and new ways of performing the IR-profession, new media developments, new evaluation methods, and once a year the Copenhagen Stock Exchange hosts a network meeting etc. Members’ meetings normally take place 5-6 times a year.
For more information, please visit www.dirf.dk.
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, it has become an overwhelming success and has around 1,400 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!
Email: [email protected]
Tel.: +49 177 232 0001
The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.
For more information, please visit www.irclub.ch/
For more information, please visit www.meira.me
Our events provide a unique opportunity to get in front of some of the most influential people in the IR community globally. As a sponsor, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region.
Sponsoring the event will provide:
To find out more about the benefits of sponsoring and the various packages available, email Sébastien Dutrieu or call on +44 77315 33165.
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.
The passes below will provide you with full access to the two day conference and awards reception. The ‘corporate attendee’ rate is reserved for corporate IR professionals at publicly listed companies only. All others will have to book under the ‘non-corporate’ rate. Please note that the prices advertised below are our early bird rates which will expire on August 28th, 2018. Any bookings made after this date will be charged at the standard rate.
If you are a member of an IR association or society, you will receive €100 off the prices below. Please contact your association to obtain the discount code or contact us if you have any problems securing this code.
If you have any questions or need assistance with your booking, please contact Lauren Brown at [email protected] or on +44 20 8004 5829.