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.

Speakers


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 II and Key IR issues: Impact on Canadian investor relations

    A look at the factors that are shaping the face of global and regional capital markets. Review how Mifid II has affected investor relations since its implementation and the key issues facing businesses in 2018

    • Understand the key issues facing IR in 2018
    • Discover the impact of Mifid II on issuers, both at home and abroad
    • Hear views on whether the bull market is coming to an end. Get clarity on investor confidence going into 2018

    Rebecca Corbin, founder and CEO, Corbin Advisors
    Jason Paltrowitz, executive vice president, OTC Markets

  • 09:45 AM
    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 index trackers and ETF managers

    • 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 criteria
    • Enabling ETF managers to effectively articulate how you generate Alpha for passive investors

    Moderator: Nisha Hasan, vice president investor relations, Excellon Resources
    Mario Cianfarani, head of etf capital markets, Vanguard Canada
    Mark Raes, head of product etfs and mutual funds, BMO Global Asset Management

  • 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 three 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 prioritize 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

    Mike McGuire, head of pr sales canada, NASDAQ Corporate Solutions Canada

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

    As more mainstream investors integrate ESG into decision making, it is crucial for IROs to understand key drivers, material ESG issues and have the ability to communicate more effectively on ESG with investors. This session will provide a range of perspectives on how you can foster investor engagement and communication on ESG issues

    • Truly understand targeting and engagement around ESG with your mainstream investors
    • Learn how to communicate about your material ESG issues and how ESG links to value creation
    • Discover what mainstream investors are looking for from issuers in the areas of sustainability and social responsibility
    • Hear examples of alpha creation through good ESG performance.

    Moderator: Ben Ashwell, digital editor, IR Magazine
    Dominique Barker, vice president, senior research analyst, CIBC Global Asset Management
    Milla Craig, founder and president, Millani
    Daniel Oh, senior vice president and head of investor relations, Barrick Gold Corporation

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

    Learn from the IROs investors voted as being 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 run an engaging and impactful investor meeting
    • How to target new investors in diverse markets
    • Maximizing efficiency through use of technology

    Moderator: Ben Ashwell, digital editor, IR Magazine
    Paul Butcher, vice president investor relations, CN
    Katie Keita, director investor relations, Shopify
    Stephanie Amaimo, vice president investor relations, Fortis

  • 13:15 PM
    Working Lunch

  • 13:45 PM
    The view from the street: Investor perceptions and the impact of Mifid II

    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 II will impact the relationship between issuers, brokers and the buy side

    • Hear from the sell side and buy side about the changes following Mifid II 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

    Moderator: Carol Hansell, senior partner, Hansell
    Brian Matt, director and global head, strategy and innovation, Ipreo
    Jonathan Millman, portfolio manager canadian equities, RBC Asset Management
    Sean Steuart, director institutional equity research, TD Securities
    Colin Stewart, chief executive officer and portfolio manager, JC Clark

  • 14:45 PM
    Final thoughts and wrap-up

    Ben Ashwell, digital editor, IR Magazine

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 [email protected].

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