IR Magazine

IR Magazine Forum
Canada 2018

Wednesday, February 7, 2018

TD Tower, Toronto

About the event

wttYou’ve attended the IR Magazine Awards ‒ Canada in the past or examined the Investor Perception Study  Canada to benchmark your company against others in the market. The next step is to gain insights you can use to get your company onto the stage next year. The IR Magazine Forum  Canada 2018 takes place on the morning of the awards to discuss IR trends and best practices with your peers.

Attend our seminars to take what you learn back to your company and develop a clear plan for managing shareholder and analyst communications. Use actionable insights to demonstrate the tangible value that effective IR can bring to your company. And who knows, your company might just walk away with an award!

What makes our format so unique?

In this highly interactive conference, you will be able to participate in three panel discussions with other IROs from across Canada. Review the most significant issues you face as an IR professional in Canada, and learn how others are planning to overcome them. The seminar is participant-driven and highly focused.

Industry leaders will introduce each topic before participants break out into small roundtable groups to discuss the issues. Each session concludes with a room-wide discussion. Switching tables at the start of each session ensures maximum opportunity to interact and network with all participants.

Agenda

Click on the session title for more information. View agenda as PDF>

  • 08:00 AM
    Breakfast and registration

  • 08:45 AM
    Welcome to the IR Forum: The evolution of Canadian IR

      Ben Ashwell, digital editor, IR Magazine

  • 09:00 AM
    MiFID 2 and mega-trends: Impact on Canadian investor relations

    A look at the regulatory and economic factors that are shaping the face of global and regional capital markets. Review how MiFID 2 has affected investor relations since it’s implementation and the key issues facing businesses in 2018

    • Understand the forecasts for commodity prices, economic output, inflation and interest rates
    • Discover the impact of MiFID 2 on issuers, both at home, and abroad
    • Hear views on whether the bull market is coming to an end and how you can adjust your priorities in an economic downturn
    • Get clarity on how NAFTA and tax reform will impact investor confidence

  • 09:45 AM
    Passive investing: How the growth of ETFs will change investor relations

    It is predicted that by 2025 the balance of active to passive investments will flip, with more investments being held in passive funds. This session examines what the IRO of tomorrow will need to do to keep up with shareholders who are trading electronically based on indices and ETF algorithms

    • The growing importance of governance: What ‘engagement’ with passive investors will look like
    • What are the critical factors that trigger trading decisions and share price volatility?
    • Preparing your management for volatility by better understanding the ETF selection criteria
    • Enabling ETF managers to effectively articulate how you generate Alpha to passive investors

  • 10:30 AM
    Refreshment break

  • 10:45 AM
    IR Simulation – Crisis management and communication

    Take part in a highly-interactive session, where you solve real issues with your peers. Prepare yourself for the very real situation of managing investor communications during a crisis by running through the scenarios

    • Prepare yourself by understanding the fundamentals of crisis communication
    • What should you do in the first 3 hours? What should you do in the 24 hours following the event?
    • Focusing on building long term investor confidence while trying to prevent short term erosion of value
    • Learning what to prioritise and understanding the legal factors that influence decision making
    • Finally, benchmark your responses with that of your peers and hear feedback from investors on how your group dealt with the situation and what you could do differently

  • 11:30 AM
    ESG goes mainstream – What do you need to show?

    A recent study shows that IROs are increasing outreach to ESG investors as potential new sources of investment, up 2% each year since 2013. Furthermore, with Canada being the 3rd most likely region to experience cases of activism, hear directly from investors about the environmental, social and governance risk factors that you need to be able to communicate more clearly

    • Truly understand the pros and cons of ESG funds and the direction of ESG in mainstream investments
    • Hear about the top five ESG related risks that investors focus on: Learn how you can manage shareholder proposals related to climate-change, diversity and say on pay
    • Learn how IROs can positively influence sustainability strategy by having deeper involvement in the materiality process

     

  • 12:15 PM
    Spotlight: Award winning case-studies that will make you a better IRO

    Learn from the IROs that investors voted as being the best-in-class. Listen to case studies that share best practice – benchmark your activities and be inspired by the different approaches of your peers

    • How to reach new investors in diverse markets
    • Creating impact through effective and insightful financial reporting
    • Maximizing efficiency through use of technology
    • How to run an engaging and impactful investor meeting

     

  • 13:15 PM
    Working Lunch

  • 13:45 PM
    The view from the street: Investor perceptions and the impact of MiFID 2

    Discover what keeps your most important audience up at night. Hear fund managers speak candidly about their pet peeves and most desirable IR traits. Furthermore, learn how MiFID 2 will impact the relationship between issuers, brokers and the buy-side

    • Hear from the sell-side and buy-side about the changes following MiFID 2 and what it means for IR
    • Learn how analysts build their models so you can provide the desired information in the right format
    • Hear from investors the qualities that make a great IRO – and the qualities that don’t!
    • Discover new investment themes and emerging issues that will be a focus over the next 18 months

  • 14:45 PM
    Event concludes

  • 18:00 PM
    IR Awards - Canada 2018

    Awards ceremony and dinner at The Fairmont Royal York, Toronto. IR Magazine rewards IR excellence. Join us for an evening of celebration. View details and book seats here

Who attended?

Attendees were leading IR practitioners, many of whom have been highlighted in our IR Magazine Awards research over the years. Here are some of the companies that attended the 2017 event:

Attendee Title Attendee Company Attendee Title Attendee Company
Account executive Broadridge Manager, Investor Relations Canadian Tire Corporation
Analyst Manulife Financial Manager, IR & Corporate Development Denison Mines
Analyst Royal Bank of Canada Manager, IR Primero Mining Corp.
Analyst, IR CN Managing Director Newsy Communications
Associate Royal Bank of Canada Portfolio manager for Canadian equities Guardian Capital
Communications Coordinator DHX Media President Craib Design & Communications
Corporate Development & IR Aecon Group President & CEO CIRI
Digital editor IR Magazine Principal Wyatt Strategic Communications
Dir. Corporate Finance & IR Tricon Capital Principal LodeRock Advisors
Director IR New Gold Sales and Marketing Manager ELITE Connect – London Stock Exchange
Director of analytical services Ipreo Senior Analyst, Investor Relations TD Bank Group
Director of IR Corbin Perception Senior Communications Strategist Craib Design & Communications
Director of Marketing, IR Linamar Corporation Senior Director Royal Bank of Canada
Director, Corporate Planning & IR Veresen Senior Director Royal Bank of Canada
Director, Investor Relations Vermilion Energy Senior director of IR CIBC
Director, Investor Relations MDA Senior economist TD Bank
Director, Investor Relations Excellon Resources Senior Investor Relations Advisor Enbridge
Director, Investor Relations Stantec Senior Manager, Investor Relations CN
Director, Investor Relations BMO Senior Vice President, Business Development Corbin Perception
Director, Investor Relations Hydro One Sr. Associate Investor Relations Lundin Mining
Director, Investor Relations Keyera SVP, Investor Relations Aimia Inc.
Director, Investor Relations Fortis Vice President Laurel Hill Advisory Group
Director, IR & Corp Comms ISC Vice President Laurel Hill Advisory Group
Director, IR & Corporate Development Denison Mines VP & director of institutional equity research TD Securities
Director, IR DHX Media Vice president and portfolio manager Mackenzie Investments
Director, IR & Corp Comms Pure Technologies Vice president of corporate development and IR Aecon Group
EVP, Corporate Services OTC Markets Vice president of international corporate services OTC Markets
Executive VP, Communication Strategy Kingsdale Advisors Vice president of investor relations Fortis
Founder & Head of research IR Magazine Vice president of investor relations Alamos Gold
Investor Relations Loblaw Companies Vice President, Investor Relations Altus Group
Investor Relations Mcewen Mining Vice President, IR and Corp Comms WSP Global
Investor Relations Golden Star Resources VP, IR and Corporate Communications ARC Resources
Investor Relations Advisor Element Fleet Vice President, Operations Kingsdale Advisors
Investor Relations Manager Fortis VP Investor Relations Suncor Energy
IR Associate Detour Gold VP Treasury and IR Metro
Manager Royal Bank of Canada VP, Business Development DF King / CST Trust Company
Manager Investor Relations TD Bank Group VP, Corporate Access TD Bank
Manager, Communications Altus Group VP, Investor Relations Loblaw Companies
Manager, Investor Relations Eastmain Resources VP, Investor Relations Sunlife Financial

IR Magazine Awards - Canada

IR Magazine Awards - Europe

For the past 25 years, the IR Magazine Awards have honored excellence in investor relations around the world. On Wednesday, February 7, 2018, Toronto once again hosted the annual IR Magazine Awards ‒ Canada, an internationally renowned event that looks at the very best the IR community has to offer across the whole of Canada.

We celebrate the success of those individuals and companies that are leading the way in the IR community in 2018.

View the IR awards website here for more information>

Venue

We’re pleased that the IR Magazine Forum – Canada 2018 will be held at:

TD Tower
66 Wellington Street West
54th Floor
The Lambert Room
Toronto, ON
M5K 1A2

Sponsors

Book your place

The passes below will provide you with full access to the forum, lunch and refreshment breaks. Should you have any questions regarding your booking, please contact Courtney Berry on 212-430-6895 or at courtney.berry@irmagazine.com.

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