IR Magazine

IR Magazine Forum & Awards

Friday, June 15, 2018

Sofitel Mumbai BKC, Mumbai, India

About the event

The IR Magazine Forum & Awards – India is our first IR event in India designed for CFOs, IROs and advisors from publicly listed companies. Spanning multiple industries, this one-day event will focus on key issues affecting the evolution of shareholder communication. The forum will be followed by networking drinks and a short awards ceremony to recognise those leading the way in IR excellence. You can find more details on the forum and on how to enter your team for an award below.

Reasons to attend:

  Timely event: this event is perfectly positioned to help you take stock of the year-to-date, refocus and plan for the second half of 2018 and 2019
  Benchmarking: it is a great opportunity to evaluate where you stand in comparison to your peers within India and globally, how other companies have managed and overcome similar situations
  Learning to run lean: learn how to have maximum strategic impact with limited resources – do more with less, learn how seasoned IR professionals prioritise their time
  Unique format: our format enables participants to network extensively and have open discussions with investors, buy-side and sell-side analysts
  Discover something new: learn about new technologies, innovations, and services that are available to help to transform your IR strategy, increase productivity and make better decisions
  Network with the community: meet with investors, analysts, experts, and peers


International and regional speakers will speak on the following topics.

  • 08:30 AM
    Registration, networking and refreshments

  • 09:15 AM
    Welcome to the forum: Opening remarks

    Anand Manu, Co-founder, The investor relations society of India

  • 09:30 AM
    Global trends and impact on IR in India: Macroeconomic and regulatory briefing

    • Developing trends: Regulatory changes, geopolitics, exchange rates, security issues, and more
    • What to expect in the next 12 months: How to effectively communicate factors driving your stock, and how this can limit portfolio risk for investors and reduce exposure to certain macroeconomic factors
    • Key drivers that cause investors to adjust portfolios or analysts to adjust earnings forecasts

    Moderator: Laurie Havelock, Journalist, IR Magazine
    Dharmakirti Joshi, Chief economist, CRISIL
    Ritesh Kumar Singh, Chief economist, Raymond group

  • 10:00 AM
    Senior management’s view of the IR function: Changing perceptions

    • Where does IR fit into the wider company strategy? What makes for good IR?
    • How are IR efforts measured by the c-suite? What should the KPIs be for benchmarking success?
    • Getting management in smaller companies to better understand the importance of the IR function
    • Convincing the c-suite to invest time, money and resources on investor road shows and meeting
    • Using the help of management to cultivate trust and confidence of lenders, investors and shareholders

    Moderator: Laurie Havelock, journalist, IR Magazine
    Anuj Sonpal, Founder and chief executive officer, Valorem advisors
    Ramesh Swaminathan, Chief financial officer, Lupin

  • 10:30 AM
    Coffee break

  • 11:00 AM
    Crisis management and effective communication: Role of IR during uncertainty

    • What to do and what not to while addressing shareholder concerns
    • Monitoring the market and keeping senior management updated in real time
    • 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

    Moderator: Laurie Havelock, Journalist, IR Magazine
    Deepika Gupta Padhi, Head of investor relations, PNB housing
    Nimesh Kampani, Head of investor relations, Kotak mahindra bank
    Abhishek Nalwaya, Head of investor relations, Reliance capital

  • 12:00 PM
    Investor Intelligence: Q&A with the investors, panel with the buy side and sell side

    • What the buy-side likes (and what it doesn’t) What do fund managers find useful?
    • Attracting foreign investment: what resources and strategies are needed?
    • What impact will Mifid II have in India and globally?
    • Making the most of sell-side relationships for conferences and non-deal roadshows
    • How do economic and political changes from around the globe influence investors?
    • How the changing dynamics of paid research and corporate access will pan out

    Moderator: Ashwin Bajaj, Executive director, Churchgate advisors
    Frantz Moudoute, Portfolio manager, Matchpoint investment management
    Manyak Gulgulia, Equity portfolio manager, South Indian bank
    Nilesh Shah, Managing director and chief investment officer, Kotak asset management company

  • 13:00 PM

  • 14:15 PM
    ESG and IR reporting best practices: How should IROs better integrate ESG activity?

    • Integrating ESG into established IR practice effectively – coping with the surge in investors’ interest
    • Building confidence and knowledge in the area to respond effectively to ESG-related questions
    • Applying standard IR disciplines to sustainability and corporate governance issues
    • Focussing on key issues that have the potential to impact long-term value creation for the business
    • Exploring cost-effective ways of communication including hosting an annual webcast around sustainability performance for analysts and investors

    Moderator: Laurie Havelock, Journalist, IR Magazine
    Nalin Kumar, Chief investment officer, Srei alternate investment managers
    Sriram Ramachandran, Senior vice president of corporate finance, investor relations and special projects, Mahindra & mahindra
    Rohan Chalsani, Investment professional, Canada pension plan investment board

  • 15:00 PM
    Investor relations best practice: Lessons from successful heads of IR

    • Increasing liquidity and broadening investor base: Effective targeting methodologies
    • Tips on managing NDRs and expectations of retail investors: What kind of events do investors prefer?
    • Analyst coverage: using brokers to successfully target appropriate investors
    • Staying ‘on-demand’ on social media: Handling round-the-clock requests on WeChat, WhatsApp
    • Essentials in an IR toolkit: Explore digital tools, social media strategies and new age video conferencing
    • Doing more with limited resources: How can smaller companies effectively apply IR principles
    • Understanding how to identify and manage Unpublished Price Sensitive Information (UPSI)

    Moderator: Laurie Havelock, Journalist, IR Magazine
    Pritesh Vinay, Vice president of capital markets and group investor relations, JSW steel
    Ajay Bagri, Head of investor relations and forex, Tata power company

  • 16:00 PM
    Awards presentation ceremony and networking drinks reception

  • 18:00 PM
    Event concludes


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Awards by nomination

We're delighted to host an awards ceremony following our forum to recognise those leading the way in IR excellence. We are offering companies and individuals the opportunity to nominate themselves, free of charge, for the below categories. Click on the category names to find out more.

Please click on each category below to view the list of nominees.

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?


  • Bharti Airtel

  • Hindustan Unilever

  • Infosys

  • Khadim India

  • Larsen & Toubro Infotech

  • RPG Group

  • SOM Distilleries And Breweries

  • Vedanta

Best investor relations officer (large cap)

Best investor relations officer (large cap)

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.


  • Gagan Borana, Alkem Laboratories

  • Aparna Vyas Garg, Bharti Airtel

  • Surabhi Chandna, Bharti Infratel

  • Conrad D'Souza, Housing Development Finance Corporation

  • Sandeep Mahindroo, Infosys

  • Nimesh Kampani, Kotak Mahindra Bank

  • Arnob Mondal, Larsen & Toubro

  • Deepika Gupta Padhi, PNB Housing Finance

Best investor relations officer (small to mid-cap)

Best investor relations officer (small to mid-cap)

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.


  • Pulkit Bhandari, CEAT

  • Kaleeswaran Arunachalam, Future Lifestyle Fashions

  • Mayur Maniyar, Godrej Properties

  • Piyush Pankaj, GTPL Hathway

  • Nitin Mohta, Larsen & Toubro Infotech

  • Deepak Balwani, Minda Corporation

  • Varun Parwal, The Phoenix Mills

  • Ankit Arora, Westlife Development

Best investor relations team (large cap)

Best investor relations team (large cap)

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.


  • Biocon

  • Hindustan Unilever

  • Infosys

  • Kotak Mahindra Bank

  • PNB Housing Finance

  • Vedanta

Best investor relations team (small to mid-cap)

Best investor relations team (small to mid-cap)

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.


  • CEAT

  • GMR Group

  • Larsen & Toubro Infotech

  • Mindtree

  • Motilal Oswal Financial Services

  • Time Technoplast

  • Westlife Development

Candice de Monts-Petit

Deputy editor, IR Magazine

S Naren

Executive director & chief investment officer, ICICI Prudential Asset Management Company

Kawaljeet Saluja

Senior executive director & head of research, Kotak Institutional Equities

Nilesh Shah

CEO, Kotak Mutual Fund

Who can enter?

Investor relations officers and in-house investor relations teams at any publicly listed company domiciled in India can be entered. Entries can be submitted directly by an individual or company nominating themselves, or by a vendor/service provider on behalf of a nominee.

There are no restrictions on the number of categories a company or individual can be entered into. Multiple entries may also be submitted into the same category, but make clear who is being nominated.

How will my entry be judged?

The judging panel is made up of investment professionals and IR Magazine editorial team members. Keep checking our website for updates. The judging 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 criteria. The judges scores will then be collated and averaged, which will form 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 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.

We will inform short listed companies and individuals from late April by telephone and email.

For more information, please read the FAQ section on the nomination form or contact Lauren Wilson, senior events manager at [email protected]

Top tips for a winning entry

Our awards by nomination categories provide a fantastic opportunity to ensure your team or client is recognised and acknowledged by the IR community for their great achievements and successes over the past year.

Here are our top tips to assist you with catching the attention of the judges and making sure your nominations are in contention to be winning entries:

  1. Start early – with less than one month to go till the entry deadline, start now to get your application on a solid footing
  2. Crowd source – draft and share your entry with colleagues to get their feedback and ideas
  3. Create a story – judges like a clear narrative. Be focused in what you want to say
  4. Follow the criteria and provide evidence – focus on what the judges are asking for and ensure you demonstrate clearly and concisely how results were delivered
  5. Back it up – you can upload up to three supporting documents with your entry. This is a great way for the judges to explore in more detail the narrative you have presented, but choose carefully – and use only the best examples.

Don’t forget deadline day is fast approaching! Submit your nominations by April 20 here.


Sponsorship opportunities

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


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

IR Magazine have arranged for discounted rates at nearby hotels located a short distance away from the venue. Click here to view the hotels and rates.

Welcome to IRspace

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.

Apply now for free membership>

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.

If you are a member of the IR Society of India, you will receive a 25% discount off the prices advertised below. Please contact the association to obtain your discount 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.

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