Toronto Board of Trade, Toronto, Canada
You’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 Investor Perception Seminar ‒ Canada 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 seminar, 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.
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|
Have you downloaded our event app yet? View the full list of think tank attendees, exchange messages and set-up meetings ahead of the event using our dedicated app, downloadable from the Apple and Google Play App stores.
It delivers a full digital event experience for delegates including:
|Agenda information and locations||Delegate list (visible only to those attending the event)|
|Speaker bios and downloads||Delegate-to-delegate messaging|
|Social media content streams||LinkedIn integrations to attach profiles|
|Sponsor pages and contacts||Location services and maps|
Click on the session title for more information. View agenda as PDF>
Breakfast and registration
Welcome and opening remarks
Laurie Havelock, editor and podcaster, IR Magazine
Yvette Lokker, president & CEO, CIRI
Macroeconomic briefing: Year in review & looking into 2017
Leslie Preston, senior economist, TD Bank
Doing more with less: Strategies for continued success
Chris King, vice president of international corporate services, OTC Markets
Kelly Perry, sales and marketing manager for primary markets, ELITE Connect
Justin Vieira, director of analytical services, Ipreo
Investor intelligence: Q&A with the buy side and sell side
Sam Baldwin, portfolio manager for Canadian equities, Guardian Capital
Janet Craig, vice president of investor relations, Fortis
Linda Ezergailis, vice president and director of institutional equity research, TD Securities
Wincy Wong, vice president and portfolio manager, Mackenzie Investments
Spotlight: Best practice from IR Magazine Awards nominees and winners
Adam Borgatti, vice president of corporate development and investor relations, Aecon Group
Alice Dunning, senior director of investor relations, CIBC
Scott Parsons, vice president of investor relations, Alamos Gold
Moderator: Theodore O’Neill, director of investor relations, Corbin Perception
Lunch and learn: Panel discussion on measuring IR effectiveness
Isabelle Adjahi, vice president of IR and corporate communications, WSP Global
Karen Keyes, senior vice president of investor relations, Aimia
Lunch & learn: Dissect topical issues over an extended lunch – choose your topic from below
IR Magazine Awards - Canada 2017
Awards ceremony and dinner at The Carlu, Toronto. IR Magazine rewards IR excellence. Join us for an evening of celebration. View details and book seats here
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.
Vice president of investor relations and corporate communications
Isabelle Adjahi, Vice President, Investor Relations and Corporate Communications, joined WSP as Director, Communications and Investor Relations in 2011. Prior to that, she held a similar position in a pharmaceutical company for 13 years.
In such a position, Isabelle has developed investor relations and corporate communication programs that have increased WSP’s shareholder base, with a particular focus on increasing institutional ownership across Canada.
Isabelle has worked extensively in both the Canadian and American markets with experience across various fields including equity and debt financing, takeover bids, mergers and acquisitions, debt holder relations, product acquisition or in-licensing as well as overall communication with current and potential investors, analysts, media, employees and other stakeholders.
Isabelle is past president of CIRI Quebec. She is a 2016 winner of IR Magazine Awards for “Best IRO (mid-cap)” and “Best IR during a corporate transaction”; a 2013 winner for “Best Overall IR” and “Best IR by a CEO (small cap)” and a 2007 winner for “Best IRO (small cap)” and “Best Overall IR”. She has also been a finalist in various other categories over the years and received the Fellow CIRI designation in 2016.
She holds a Masters in Foreign Languages and Literature from the University of Lyon (France).
Portfolio manager, Canadian equity
Sam Baldwin is Portfolio Manager, Canadian Equity for Guardian Capital LP (GCLP). He joined GCLP in 2007 as portfolio manager on the systematic strategies team. In 2013 he transitioned into Guardian’s Canadian Equity team, focusing on the large-cap Core Canadian equities strategies
His career in the financial services industry began in 1999 when he joined Invesco Trimark as an Associate, Strategy and Communications. Sam subsequently assumed the role of Project Manager, Office of the CEO, in the Taiwan office of Invesco. This role was followed by Fund Manager and Product Director, Asian Equities with Invesco Perpetual in the UK, subsequent to which he joined Guardian
Sam graduated from University of British Columbia with a BA (Honours) and is a CFA® charterholder.
Vice president, corporate development and investor relations
Adam Borgatti is Vice President, Corporate Development and Investor Relations at Aecon Group. In his role, Adam works with Aecon’s various business units on developing and executing corporate strategy and M&A initiatives, and is responsible for Aecon’s capital markets activities and communication with the research and investment community. In 2016, Adam was recognized as a TopGun Investor Relations Executive by Brendan Wood International.
Prior to joining Aecon, Adam spent ten years in Investment Banking, most recently with RBC Capital Markets and prior to that with National Bank Financial, focused on raising new equity and debt capital, mergers and acquisitions and corporate strategy. Adam started his career with Enron Corporation where he focused on international power plant development.
Adam holds a Bachelor of Commerce degree from McGill University and the Chartered Financial Analyst designation.
Vice president, investor relations
Senior director, investor relations
Alice Dunning, MBA, CFA is Senior Director, Investor Relations at CIBC. Previously, Alice served as Director of Corporate Communications at a publicly traded health care services provider, and she was a Senior Account Executive at The Equicom Group. Prior to that, Alice was a sell-side equity analyst at tier one investment banks including CIBC World Markets, Merrill Lynch Canada, and TD securities. Her areas of coverage included oil and gas, utilities, and diversified business income trusts. She also spent four years in precious metals sales and trading. Alice is a CFA charterholder and obtained her MBA from Queen’s and her Bachelor of Science degree from the University of British Columbia.
Vice president and director of institutional equity research
Linda Ezergailis is a top ranked Pipelines, Power & Utilities analyst who has been with TD Securities Inc. since February 2003. Prior to institutional equities research, Linda worked for the Boston Consulting Group as a strategy consultant and Imperial Oil in engineering and finance roles. Linda has a mechanical engineering degree from the University of Waterloo (graduating with a Silver Medal) and an MBA from the University of Toronto’s Rotman School of Management.
Senior vice president of investor relations
Karen Keyes joined Aimia as Senior Vice President, Investor Relations in January 2013, relocating from the UK to Canada.
Prior to joining Aimia, Karen held the role of Head of Investor Relations of Logica plc (LSE, EURONEXT: LOG) from 2006 until its acquisition by CGI in August 2012.
Between 2004 and 2006, Karen headed IR at Marconi (LSE, NASDAQ: MONI). She started her career at Nortel Networks in 1994 and worked in business development and government relations working in both her native Canada and in the UK.
Vice president of international corporate services
Chris King leads the International Corporate Services group at OTC Markets. At OTC Markets, Chris has also worked with smaller companies to implement best practices as they grow and supported them in going public on the OTCQX and OTCQB markets. Chris has assisted hundreds of issuers already trading on our markets increase their investor engagement and achieve fair valuation. Prior to OTC Markets, Chris served in various roles at DF King Worldwide, Capital Precision and Precision IR, helping multinational blue chip companies achieve their corporate objectives. Chris holds a BA from the University of Wolverhampton, UK.
President & CEO
Director of investor relations
Theodore (“Theo”) O’Neill joined Corbin as Director of Investor Relations in 2016 and was in the inaugural group of IR professionals to earn the distinct Investor Relations Charter (IRC) the same year.
With over 20 years of experience as a successful sell-side analyst and banker, Theo has had extensive experience analyzing public corporations and presenting investment ideas to institutional investors. From 2012 to 2016, he managed a small IR agency: Litchfield Hills Research.
Mr. O’Neill began his career as a financial executive for a Fortune 1000 technology firm and has held senior financial positions in the defense, computer hardware and healthcare industries.
He has an MBA from Indiana University’s Kelley School of Business where he co-founded the International Business Society, a BA in Business from New England College where he was the recipient of the NEC Academic Achievement Award given to the top three students and an AE from NHTI where he was elected to the Sachem Society.Mr. O’Neill is a member of NIRI and I.E.E.E. He resides in Litchfield County where he lives with his wife and son. He serves as Treasurer of his church and is actively involved with the Connecticut chapter of Make-A-Wish and the charity Give Kids The World of Kissimmee, FL.
Vice president, investor relations
Scott Parsons joined Alamos in March 2013 as Manager of Investor Relations and was promoted to Director of Investor Relations in January 2014. Mr. Parsons has more than 15 years of capital markets, finance and investor relations experience, primarily within the mining industry. Prior to joining Alamos, he worked as an Equity Research Associate and Analyst in the mining group at TD Securities. Mr. Parsons graduated with an Honours Bachelor of Business Administration from Brock University and is a CFA charterholder.
Sales and marketing manager - primary markets
Kelly Perry is the International Sales and Marketing Manager at ELITE Connect, a company of the London Stock Exchange Group, whose mission is to support public companies, institutional investors and intermediaries in connecting for investment growth and opportunities using cutting edge digital technology.
Kelly Perry joined London Stock Exchange Group in the summer of 2016 and is based in London within the Primary Markets division focused on international sales.
Kelly has worked within public companies, buy side and sell side institutions. However, the vast majority of her career within the financial sector over the last 10 years has been on the sell side within Equity Sales running Corporate Access businesses. Kelly was based in London (2006 -2013) and New York (2013 – 2016) and has recently returned to London.
She holds a degree from Staffordshire University, a post graduate diploma from Kings College London and has studied the Series 7.
Leslie Preston joined TD Economics department in January 2011, and has over ten years’ experience as an economist. At TD, Leslie has worked on a wide range of subjects: Canadian economic and public policy issues, the monthly financial markets Dollars & Sense publication and most recently on the U.S. economy. She regularly speaks about the economic outlook to various internal and external audiences, and provides economic commentary to the media. Leslie holds a Masters of Arts degree in economics from the University of Toronto and a bachelor’s degree in economics from Queen’s University.
Director, analytical services
Justin Vieira is the Director and Global Head of Corporate Analytics at Ipreo, focusing on global investor targeting and predictive shareholder analyses, in addition to broader advisory services and shareholder intelligence. He has advised numerous clients on proposed Dividend, M&A and Spinoff situations with a focus on shareholder base impact in terms of both risk and opportunity.
Justin has been with Ipreo since 2004 through a predecessor company, i-Deal. His first role was with the Capital Markets Analytics Team, servicing Investment Banking clients on matters including deal/non-deal roadshows and new issuance analytics before starting the Corporate Analytics Group at Ipreo. Justin is a graduate of Bucknell University with a BS/BA Degree in Business Management and minor in Economics. He is currently President of the NIRI Triangle Chapter.
Vice president, portfolio manager
Mackenzie All Cap Value Team
Wincy Wong, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie All Cap Value Team. She has investment research responsibilities for the energy, health care, consumer staples and consumer discretionary sectors.
Wincy’s career in the investment industry began in 1997. She joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Wincy spent two years analyzing Canadian equities at another investment counsel firm, and four years as an Equity Research Associate at a Canadian investment bank.
Wincy has a BSc (Actuarial Science and Statistics) from the University of Toronto. She is also a CFA charterholder.
Corbin Perception is a leading investor research and investor relations advisory firm assisting public companies with driving long-term shareholder value. We recognize the positive impact best-in-class IR has on valuation and partner with our clients to develop effective strategies that positively influence investor perception.
Our comprehensive approach to research-driven counsel enables our clients to secure maximum investor mindshare and differentiate their company as an investment. As thought leaders, we leverage our broad company experience, ongoing buy-side research and IR best practices to achieve results. Our commitment remains the same for every engagement: deliver actionable insight.
CIRI is a professional, not-for-profit association of executives responsible for communication between public corporations, investors and the financial community. CIRI contributes to the transparency and integrity of the Canadian capital market by advancing the practice of investor relations, the professional competency of its members and the stature of the profession. With more than 550 members and four chapters across the country, CIRI is the voice of IR in Canada and the world’s second-largest society of investor relations professionals.
To learn about the benefits of membership including our advocacy efforts and professional development opportunities, please visit CIRI.org.
Be informed. Be connected. Be current. Be a CIRI member.
Craib is an industry-leading, full-service design and communications agency, specializing in Investor Relations (IR) and Corporate Social Responsibility (CSR). For over four decades, Craib has been delivering award-winning integrated IR and CSR solutions for some of North America’s most notable companies. Our experience has helped to inform “The Craib Difference”, our expert approach to communications, strategy, planning, design and implementation.
Craib’s team consists of designers, IR strategists, CSR specialists, editors, account managers, production specialists, developers and proofreaders. We are detail oriented, solution focused and dedicated to executing amazing results.
Our services draw upon a wide range of expertise across many industry sectors to help you deliver one-off projects or complete integrated solutions across all forms of print and digital media. The following outlines our group of IR and CSR products and services:
Investor and CSR Communications:
• Annual reports
• CSR reports
• Websites and online reports
• Quarterly reports
• Fact sheets
• Investor and AGM presentations
• Roadshow materials
• Proxy, MIC, and shareholder materials
• Strategic writing and editing
ELITE Connect is an innovative new network, developed by London Stock Exchange Group, which brings together listed companies, institutional investors and intermediaries to enable easier interactions. 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, 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.
Fortis is a leader in the North American regulated electric and gas utility industry with total assets of approximately $47 billion, on a pro forma basis as at September 30, 2016 including the acquisition of ITC Holdings Corp. The Corporation’s 8,000 employees serve utility customers in five Canadian provinces, nine U.S. states and three Caribbean countries.
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
OTC Markets Group Inc. (OTCQX: OTCM) operates Open, Transparent and Connected financial marketplaces for 10,000 U.S. and global securities. Through our OTC Link® ATS, we directly link a diverse network of broker-dealers that provide liquidity and execution services for a wide spectrum of securities. We organize these securities into marketplaces to better inform investors of opportunities and risks – OTCQX®, The Best Marketplace; OTCQB®, The Venture Marketplace; and OTC Pink®, The Open Marketplace. Our data-driven platform enables investors to easily trade through the broker of their choice at the best possible price and empowers a broad range of companies to improve the quality and availability of information for their investors.
To learn more about how we create better informed and more efficient financial marketplaces, visit www.otcmarkets.com.
OTC Link ATS is operated by OTC Link LLC, member FINRA/SIPC and SEC regulated ATS.
TD Bank, America’s Most Convenient Bank® is one of the 10 largest banks in the U.S., with approximately 26,000 employees and deep roots in the community dating back more than 150 years. The Bank offers a broad array of retail, small business and commercial banking products and services to more than 8 million customers through its extensive network of approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida.
In addition to banking products, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth® and vehicle financing and dealer commercial services through TD Auto Finance.
TD Bank is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol “TD”. For more information visit www.td.com.
For the past 25 years, the IR Magazine Awards have honored excellence in investor relations around the world. On Thursday, February 2, 2017, 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 celebrated the success of those individuals and companies that are leading the way in the IR community in 2017.
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