IR Magazine

IR Magazine Forum & Awards – India
IR trends and best practices

Friday, June 14, 2019

Sofitel Mumbai BKC, Mumbai, India

About the event

The IR Magazine Forum & Awards – India 2019 is a must-attend for those wanting to keep up to date with the latest in the world of investor relations. The event aims to recognise, promote and set benchmarks of IR excellence across the region.

The forum: More than 100 CFOs, IR professionals and advisors spanning multiple industries and cap sizes will share their experiences and teachings on the key issues impacting public companies and their investors.

Over a series of panel discussions, interactive roundtables and keynote talks from both international and domestic investors, analysts and heads of IR, you will learn how to adjust your IR program at a time when elections, policies and global trends are shifting the framework of capital markets and communication. Understand what the buyside and the sell-side really want, hear from award-winning IR Officers about how they redesign investor relations in a changing environment and discover effective ways of managing the news flow and ensuring good corporate governance for the benefit of your company and shareholders alike.

The awards: A networking drinks reception and a short awards ceremony which recognizes those leading the way in IR excellence in India will conclude the event, so don’t miss out on the opportunity to better understand what the buy-side value as good IR and meet with the best in the community – including our award winners from 2018!

You can find more details including the agenda below. Register your place today!

Agenda

Want to stay up-to-date with trends impacting IR, understand global best practices, hear from leading international and domestic investors or talk through the latest challenges with other investor relations professionals?

Whatever challenges you’re facing today, it will be covered as part of the event, see the discussion topics below, and click on each session for more detailed information.

  • 08:30 AM
    Registration and breakfast

  • 09:00 AM
    Welcome to the IR Magazine Forum - India 2019

    Anand MS, Co-founder, The Investor Relations Society of India

  • 09:10 AM
    Keynote address: The current state of the capital markets in India

    In this keynote address, we look at the forces impacting public companies in India, focusing on the social, economic and political trends that are changing equities and examine what it means for the investor relations function.

    • Economic & investor outlook: What impact will the election result have on the economy, investor confidence, Indian equities and investor relations?
    • Seizing the governance opportunity: The rise in ESG investing in India and why governance is under the microscope
    • The increased importance of good investor relations practices in volatile times
  • 09:30 AM
    Redesigning investor relations practices to succeed in a changing environment

    Equity investing is rapidly transforming: capital markets are increasingly global, more funds flow into passive vehicles, there is more direct interaction with investors than ever before and corporate access models are adjusting. We assemble winners from the IR Magazine Awards – India 2018 who will share how they are adapting their IR programs to remain competitive and current in a changing investment environment.

    • Learn how companies are adapting their international investor targeting and engagement efforts to respond to the impact Mifid II has had on corporate access and research globally
    • Global exchange-traded funds (ETFs) are estimated to represent more than $7.6 tn in assets under management by 2020 and the Indian ETF market has seen exponential growth in recent years. Discuss the skills and knowledge IR should develop given the increased acceptance of passive investing
    • How to provide a tailor-made level of service for investors while satisfying growing demand for direct interaction from the buy side

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Deepak Balwani, Associate vice president of investor relations, Deepak Fertilisers and Petrochemicals Corporation
    Pulkit Bhandari, Head of group corporate finance, RPG Enterprises
    Sandeep Mahindroo, Head of investor relations, vice president and financial controller, Infosys

    IR Magazine Award 2018 All speakers on this session were winners at the IR Magazine Awards India 2018 – so you can hear directly from award winning IR professionals.

  • 10:15 AM
    Refreshment break and networking

  • 10:30 AM
    Attracting foreign institutional investors: Fireside chat with a leading global asset manager

    APG Asset Management is a leading Dutch pension fund that invests globally across multiple asset classes. Hear directly from its head of EMEA and India equities to get insight into how the investment process works across multiple regions and how IROs in India can increase their appeal to global investors.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 11:00 AM
    Investor relations best practices: A series of interactive discussions between IROs

    Participate in roundtable discussions with your IR peers. Choose three discussion topics and interact with your peers, share best practices and debate the big issues facing IR. The session will conclude with a summary discussion from the roundtable leaders.

    • Becoming more accessible and engaging a wider investor audience by enhancing your digital investor relations offering
    Nishant Baranwal, Director of development and policy research and head of investor relations, Jindal Steel

    • Developments in corporate governance policy: What IR and the C-suite need to know
    Nimesh Kampani, Head of Investor Relations, Kotak

    • Implementing integrated reporting: Where to begin
    Vrushali Gaud, Advisor, The International Integrated Reporting Council

    • Actionable ways to positively differentiate your company when reporting and earnings call best practice

    • Technology and investor relations: How the modern IR team CHOOSE and USE tools to enhance their IR program

    • Small and mid-cap IR clinic: Increasing analyst coverage, attracting the right investors and cap-specific advice for small and mid-cap companies
    Ajay Bagri, Vice president of investor relations, Sembcorp Energy India

    • The future of corporate access, targeting and roadshows: How to maximize your time on the road

    • The role of IR in preparing for, preventing and managing a company crisis
    Umang Khurana, Vice president and head of investor relations, OYO

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Ajay Bagri, Vice president of investor relations, Sembcorp Energy India
    Nishant Baranwal, Director of development & policy research & head of investor relations, Jindal Steel
    Vrushali Gaud, Advisor, The International Integrated Reporting Council
    Nimesh Kampani, Head of investor relations, Kotak
    Umang Khurana, Vice president and head of investor relations, OYO

  • 12:15 PM
    Networking lunch

  • 13:15 PM
    Q&A with the buy side: The evolution of investor expectations for public companies in India

    Hear from a panel of foreign portfolio investors, local mutual funds and pension funds to learn more about the changing expectations investors have for IR.

     

    • Discover examples of IR best practice, from India and beyond. Benchmark your activities and discover new ways to communicate with the buy side
    • Companies in India are continually challenged by a lack of liquidity. How can IR help make it easier for investors to build a position in their company?
    • How should IR act during volatile periods for the stock exchange?
    • Hear examples about when IR has gone wrong, and understand how you can avoid similar issues

    Moderator: Ashwin Bajaj, Head of investor relations, Adani Energy Companies
    Pankaj Tibrewal, Equity portfolio manager and senior vice president, Kotak Mutual Fund

  • 14:15 PM
    ESG part one: The next frontier for investor relations

    Over the last year, ESG has had some milestone developments in India: the country’s first asset management company became a signatory to the United Nations Principles for Responsible Investment and the first ESG fund was launched. The increase in domestic investors integrating ESG criteria into their investment decisions, coupled with the rapid growth of ESG globally, means investor relations professionals need to develop their understanding and communication of ESG risk factors now more than ever before.

     

    • Leveraging a focus on ESG to engage long-term investors
    • Proven methods for implementing reporting on extra financial information
    • The role of ESG indexes and ratings agencies and the importance of disclosure to provide an accurate representation of ESG risks and opportunities

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Abhay Laijawala, Managing Director, Avendus Capital Markets Alternate Strategies

  • 14:45 PM
    ESG part two: Transparency, news flow management, false news and governance

    Governance issues continue to dominate business headlines and, in an era of hyper-transparency, social media and false news continue to influence investment decisions. IR has a pivotal role in ensuring good governance practices and protecting shareholder value.

     

    • How the IR community of India can proactively respond to the corporate governance challenge
    • Leveraging social media channels to counter unfairly negative perceptions. Measuring impact and obtaining the necessary resources to build IR’s social media presence
    • How to ensure compliance when communicating price-sensitive information across multiple channels: Innovative ways companies have engaged multiple audiences
    • What are your peers doing to effectively manage the news flow? How do they engage with active investors at a time of heightened scrutiny?

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Nitin Mohta, Head of investor relations & treasury investment, Larsen & Toubro Infotech
    Neha Agarawal, Strategy, M&A and new business development manager, Marico Limited

  • 15:30 PM
    Closing keynote: Raising the profile for investor relations

    This closing keynote will focus on what lies ahead for the investor relations profession in India and discuss challenges and opportunities over the next 12 months. Specifically, we will share views on how IR can build its strategic influence.

     

    • The role of investor relations in steering the strategic direction of the company
    • Skills, knowledge and characteristics IROs should develop, and understanding the career path ahead
    • Future-proofing investor relations: How IR needs to change with the external environment
  • 15:50 PM
    Final remarks

    Laurie Havelock, editor-at-large, IR Magazine

  • 16:00 PM
    Networking reception & awards presentation

    We are giving individuals and companies the opportunity to nominate themselves, free of charge, for award categories that recognize their achievements and best practices in aspects of IR over the past 12 months. Entries will be scrutinized by a panel of expert judges made up of investment professionals and IR Magazine editorial team members.

     

    The winners will be announced live during this awards presentation and celebratory drinks reception.

Speakers


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Awards-by-nomination categories

For the second year we are giving individuals and companies the opportunity to nominate themselves, free of charge, to recognize their achievements and best practices for aspects of IR over the past 12 months. Entries will be scrutinized by a panel of expert judges made up of investment professionals and IR Magazine editorial team members.  The winners will be announced live at the awards presentation and celebratory drinks reception, which will take place at the end of the forum on Friday, June 14

Please note the categories below are subject to change based on the final nomination results announced in 2019. 

The entry form is now closed and the judging process is underway. Short listed companies and individuals will be informed directly from  late April. Good luck!

Best engagement by an institutional investor

Best engagement by an institutional investor

This category recognizes investors that proactively seek to understand a company’s business model and regularly engage with IR and senior management. This category is unique, as the winner isn't chosen by a panel of judges, instead it is voted for by you - the investor relations community. Click here to cast your vote before the deadline on Friday, May 17.

Nominees

  • Ajay Khandelwal

    BOI AXA Mutual Fund

  • Kaushal Maroo

    DSP Investment Managers (DSP Mutual Fund)

  • Janakiraman Rengaraju

    Franklin Templeton Mutual Fund

  • Chirag Setalvad

    HDFC Mutual Fund

  • Arpit Kapoor

    IDFC Mutual Fund

  • Pankaj Tibrewal

    Kotak Mutual Fund

  • Soumendra Nath Lahiri

    L&T Mutual Fund

  • Samir Rachh

    Reliance Mutual Fund

  • Sanjeev Patkar

    SBI AIF part of SBI Mutual Fund

  • Krishna Kumar

    Sundaram Mutual Fund

Best financial reporting

Best financial reporting

Are shareholders and analysts raving about the quality of your annual print or online report? Give us your vision of good reporting practice. Judges will be looking for a well-articulated equity story, ease of flow or navigation, state-of-the-art design and consistency/complementarity between different reports.

Best investor meetings

Best investor meetings

Did you hold an investor day, site visit or other investor event that marked your company out from the crowd?

Best investor relations officer

Best investor relations officer

This category is for individual IROs whose knowledge of their company and sector, whose ability to build relationships with members of the investment community, and whose transparency, accessibility and responsiveness sets them apart.

Best investor relations team

Best investor relations team

Best performance by an IR team, which can include a CFO, CEO or other C-suite professional who contributes to the IR function of your company.

Best use of media and technology

Best use of media and technology

Are you a tech-savvy IRO always looking out for cutting-edge technological solutions for IR? Describe the innovative ways you have incorporated video, audio, infographics or webcasts into your IR program. Judges will be looking for evidence of heightened investor and analyst engagement via these channels.

How will my entry be judged?

The judging panel is made up of investment professionals and IR Magazine editorial team members. The process is made up of two simple phases:

Phase 1: Judges are sent all submissions for review. They are asked to score the entries for each category based on the category criteria. Scores are collated and averaged, which forms the initial short lists.

Phase 2: For the second phase, judges come together to discuss, with renewed scrutiny, those entries that have made it through to the shortlist. This final stage will determine the winners and runners up, where applicable, in each category.

The judges scores will not be shared with nominees, however, comments may be published in articles or reports after the event. The judges are not required to make comments against every submission.

For more information please contact [email protected]

S Naren

Executive director & CIO, ICICI Prudential Asset Management Company

Garnet Roach

Senior reporter, IR Magazine

Kawaljeet Saluja

Senior executive director & head of research, Kotak Institutional Equities

Nilesh Shah

CEO, Kotak Mutual Fund

  • RPG Group

    Best investor meetings

  • Deepak Balwani, Minda Corporation

    Best investor relations officer (small to mid-cap)

  • Sandeep Mahindroo, Infosys

    Best investor relations officer (large cap)

  • CEAT

    Best investor relations team (small to mid-cap)

  • Infosys

    Best investor relations team (large cap)

Cast your vote

We gave you the opportunity to nominate investors for a brand new category at this year’s awards for best engagement by an institutional investor. For this award we received entries that recognised investors who proactively seek to understand a company’s business model and regularly engage with IR and senior management.

This category is unique, as the winner isn’t chosen by a panel of judges, instead it is voted for by you – the investor relations community. Complete the short form to vote for your winner before Friday, May 17. Full terms and conditions can be found on the form.

Cast your vote now >

Sponsors

Sponsorship opportunities

Our events provide a unique opportunity to get in front of some of the most influential people in the Indian IR community. 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:

  • A chance to network with qualified, senior decision-makers in the IR community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients
  • Exposure as the market leader in your chosen area by sponsoring the awards that best reflect your area of expertise

To find out more about the benefits of sponsoring and the various packages available, email Sébastien Dutrieu or call on +44 77315 33165.

Venue

Venue
Sofitel Mumbai BKC
C 57 Bandra Kurla Complex
Bandra East Maharashtra
400 051 Mumbai
India

Accommodation
IR Magazine has arranged preferential rates for delegates at the Sofitel Mumbai BKC and other nearby hotels. View the hotels and rates by clicking here

Book seats

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 below are our early bird rates, which expire on Friday, May 10th, 2019. Any bookings made after this date, will be charged at the standard rate.

If you have any questions or need assistance with your booking, or to see if you’re eligible for a discount please contact [email protected] or call +44 208 004 5337

  • Corporate attendee rate

    ₹12,500

    ₹ 10,000


    Book seats

  • Non-corporate rate

    ₹17,500

    ₹ 12,500


    Book seats

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