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
Laurie Havelock, editor-at-large, IR Magazine
Chris Hollis, chairperson, CLIFF (the French association for financial communication professionals)
Mifid II briefing: What IR teams need to do, resourcing and proactively dealing with the new reality
Global institutional fund flows and trends: Impact of macroeconomic factors on investment
Morning coffee and refreshments
Investor Intelligence: Q&A with the investors, panel with the buy side and sell side
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
Next-gen targeting: Tailoring strategies for different regions
Brian Christie, vice president of investor relations, Agnico Eagle Mines
C-suite panel: Providing value to shareholders with the bigger picture in mind
Veronica Bunk-Sanderson, head of investor relations, Telefónica Deutschland
Gerbrand Nijman, group CFO, Global Telecom Holding
Leveraging technology and innovation to improve IR
Sarah Dees, head of IR, Sound Energy
Ricardo Jiménez, head of IR, Ferrovial
Tom Tyler, global head of sales, ELITE Connect
Achim Weick, CEO and founder, EQS
Preparing for shareholder activism: Trends in activist targets
Running lean: How successful heads of IR manage their day-to-day operations
Paola Durante, investor relations and strategic planning director, Moncler
Patrice Lambert, head of IR and financial communications, Orange
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!
Laurie Havelock, editor-at-large, IR Magazine
Fireside chat: What makes a successful head of IR
Jeannie Ong, chief strategic partnership officer, StarHub
The future of investor relations: Key market changes and trends
Governance goes mainstream
Mikkel Skougaard, investor relations officer, MOL Group
Morning coffee and refreshments
Sustainability communications: Integrating ESG activity into your IR program
Kirsty Collins, global responsible investment, Aviva Investors
Wrap-up of day session and lunch
Workshop option 1: Crisis management: Communicating effectively during uncertainty
Join this workshop to learn:
Workshop option 2: M&A readiness What to do (or not do!)
Join this workshop to learn:
Wrap-up and end of conference
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!)
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!
Entries can be submitted directly by a company nominating themselves or by someone else on behalf of a nominee.
The deadline to submit a nomination is Friday, September 1. The shortlist will be announced two weeks before the event and public voting will be open up until the day of the Global Forum. The winner will be unveiled at the Global Forum on October 3.
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|
|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 Unicom||Intesa Sanpaolo||Quanta Services||Wright Medical|
|CN||Itau Unibanco||Roche Holding|
|Comcast||Jack in the Box||Salesforce.Com|
Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure. Investor relations, public relations, public policy and marketing professionals rely on Business Wire to accurately distribute market-moving news and multimedia, host online newsrooms and IR websites, build content marketing platforms, generate social engagements and provide audience analysis that improves interaction with specified target markets. Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented simultaneous NX Network. Business Wire has 29 offices worldwide to securely meet the varying needs of communications professionals and news consumers. In 2015, Business Wire teamed up with Al Roker Entertainment to create BizWireTV, a weekly digital video news program that features the top trending news releases that cross the wire.
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
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
For more information, please visit www.aeri.es
C.I.R.A. (Cercle Investor Relations Austria) is the Austrian Investor Relations Association. Our target is to improve continuously, internationalize and professionalize the Investor Relations field in Austria. With more than 90 members C.I.R.A. covers almost all ATX prime companies and a better part of the Austrian mid market und standard market as well as other companies concerning the capital market.
For further information, please visit www.cira.at.
DIRK – the German Investor Relations Association – is the largest European trade association uniting businesses and capital markets. We give investor relations (IR) a voice and represent approximately 90% of the capital listed on the stock exchange in Germany. As independent experts, we optimise the dialogue between issuers, investors and the relevant intermediaries, while setting professional standards of quality. Our members receive expert support and practice-oriented knowledge, as well as access to networks and IR professionals from across the globe. In addition, we actively promote the investor relations profession and offer extensive opportunities for further training and development in close cooperation with science and research.
For further information, please visit www.dirk.org.
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
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
Run by IROs for IROs, Investor Relations Professionals Association (Singapore) or IRPAS is a voluntary commitment by a team of IR veterans in Singapore united by the same dedication to build a community for fellow IR practitioners. It aims to empower members through education, professional development and networking initiatives, and to promote the sharing of IR knowledge and practices through internal research and partnerships with leading institutions and IR societies around the world.
IRPAS was established in 2006 by leading IROs, supported by Singapore Exchange (SGX), with the primary objectives of championing IR best practice, enhancing professional competencies and elevating the overall standard of the IR profession in Singapore.
IRPAS has approximately 200 members comprising representatives from companies across sectors listed on the Mainboard and Catalist of the Singapore Exchange (SGX), as well as private organisations, financial communications advisors and service providers from around the region. IRPAS seeks to represent the views of its members and provide the platform to facilitate dialogue between IROs, regulators and the wider investment community.
For more information, please visit www.irpas.com.
The Investor Relations Society (IR Society) is a membership organisation, run by IR professionals for IR professionals, that exists to develop the IR profession in the UK and beyond.
Established in 1980, our mission is to promote best practice in investor relations; to support the professional development of our members; to represent their views to regulatory bodies, the investment community and government; and to act as a forum for issuers and the investment community.
We have more than 780 members, including representatives from many of the FTSE 100, a growing number of FTSE 250, AIM, Small Cap and overseas listed companies and a wide range of IR advisers and service providers.
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
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
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