IR Magazine

IR Magazine Think Tank
UK & Ireland 2017

Tuesday, November 21, 2017

Crowne Plaza London - The City

About our think tank

The IR Magazine Think Tank is an invitation-only event exclusively for IROs. It is free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting IROs in the UK and Ireland.

What makes our format so unique?
It is far removed from the traditional conference set-up as the event consists of a series of panel sessions followed by roundtable discussions on select IR issues. These interactive sessions are broken up by short, snappy briefings from top-rated IROs. All discussions are confidential and none of the participants’ comments are attributed. This allows attendees to talk freely and have frank, open discussions.

How do our roundtable discussions work?
 Senior people – industry experts, top-rated IROs and those from the financial community and the professions – set the agenda on a panel discussion by sharing their thoughts on session topics.
 Small roundtable groups of IROs discuss these issues face to face.
 Each table gives feedback from its own discussion and shares ideas with the group as a whole.

Agenda

Click here for a PDF version overview of the 2017 agenda

  • 08:15 AM
    Registration and refreshments

  • 09:00 AM
    Welcome to the IR Magazine UK & Ireland Think Tank

    Overview on the biggest issues facing the UK & Ireland over the next 12 months.

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:15 AM
    MiFID II – The 'known-knowns' and the 'known-unknowns'

    Looking ahead to January 3rd and the future impact that the second Markets in Financial Instruments Directive will have on the IR function. This briefing will outline the key aspects that IROs need to be aware of, focusing on both likely impacts and those which are yet to become clear. Discuss the speed in which different issues will impact the investment landscape and the implications that has for investor relations.

    • De-mystifying MiFID: Is it too early to worry about MiFID II, or is it essential to prepare for future impact now?
    • What is likely to occur in the short, medium and long term – and what you can do about it
    • What remains to be clarified? Discuss best-case and worst-case scenarios for corporate access, research and the potential impacts IROs should be aware of.

    David Lloyd-Seed, director of investor relations, Telefonica UK (O2)

  • 09:45 AM
    Adapting to changes in investment, research and corporate access

    MiFID 2 is expected to result in a reduction of research output and corporates will need to take more responsibility for corporate access. Hear directly from investors and IROs about how to provide further engagement with investors through reporting, consensus management and organization of roadshows.

    • How investors will adapt to MiFID II: Understanding the changes to corporate access and research
    • The research and analysis that investors really value and the level of detail that is needed to represent a fair valuation of your share price
    • Quality over quantity: How large cap companies can benefit from increased competition in research – debate if paid research will truly increase the quality of what is written
    • Is paid research the best way to educate investors? What can you change in management of your roadshows to maximize coverage and investor engagement?
    • Discuss how to manage further engagement between investors and company leadership.

    Derek Brown, vice president of investor relations, Sophos
    Jenny Matthews, head of investor relations, Foxtons Group PLC
    Nick Stansbury, fund manager, Legal and General Investment Management

  • 10:45 AM
    Morning coffee and refreshments

  • 11:00 AM
    Investor Relations 2.0: Improving investor outreach and education with next generation IR

    In a world with fewer analysts, discuss how innovation in communications and digitalization of IR can supplement coverage and improve efficiency in investor education.

    • How technology and outside-the-box thinking can increase engagement with investors
    • How to make your messaging clear, consistent and transparent to a wide range of investors
    • Note top 3 recommendations for understanding your register and improving shareholder ID
    • Shareholder targeting is getting harder – discuss which tools can help you reach more of the right kind of investors for your company
    • Uncovering what is being written about your company and what you can do to ensure that you are represented fairly
    • Adapting to a rise in ETFs and what you can do to target and engage with passive investors
    • Managing analyst consensus with reduced coverage; understanding the extent to which earnings predictions can be shared publicly

    Clare Cavana, investor relations programme manager, Unilever
    Viviane Joynes, managing director, EQS Group
    Rupen Shah, corporate development and investor relations director, Balta Group

  • 12:00 PM
    Interview with a governance analyst: What are the hot governance trends for 2018?

    In this interview, Anita will share her views on what the hot governance issues will be for 2018 and share data and insights resulting from Aviva’s sell-side survey showcasing the opportunities arising from MiFID 2 for companies that can demonstrate long term value through good corporate governance.

    Anita Skipper, governance advisor, Aviva Investors

  • 12:15 PM
    Lunch

  • 13:15 PM
    Managing your IR team: best practice in streamlining and dealing with additional demand

    The strategic aspect of IR is expected to grow further in 2018, and many predict an increase in direct corporate access requests. How can you improve the way that your IR team works to do more with less time and fewer resources? Discover how to manage your IR program to ensure your team is efficiently conveying the company equity story.

    • Discuss how to work smarter in a context of increased pressure on IR budgets. Streamlining all aspects of your IR team; from processes to internal communication and team management
    • Grow team size, improve skills or increase spend? Discuss the different strategies to grow IR’s capacity, attract the right talent to your company and build your ability to comprehend and disseminate a higher mass of information
    • Leveraging technology to save time and increase accuracy in managing investor feedback with more pressing demands to digest and manage information
    • Managing a higher volume of direct requests for information without sacrificing quality of information provided

    Isabel Green, head of investor relations, Subsea 7
    Vincenzo Leporiere, investor relations manager, Hays

  • 14:15 PM
    Crisis management and communications workshop

    Understand how to manage investor relations in a crisis situation as part of an interactive workshop.

    • How does reduced coverage and corporate access impact crisis communications?
    • The Do’s and Don’ts of crisis management
    • What are common investor concerns and how can you be prepared to address them?
    • Best practice in market monitoring and internal communications
    • Understand what are investors and analysts look for, and discover when to make announcements to the market
    • Reduce long-term risk, maintain trust and minimize short term impacts

    Tom Buchanan, managing partner, CNC

  • 15:15 PM
    Wrap-Up

    Summary of the key themes and learning points from the day’s discussions.

    Laurie Havelock, editor-at-large, IR Magazine

  • 15:30 PM
    Event concludes

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Speakers

We had a fantastic group of discussion leaders to share case studies, insight and best practice with attendees. Click on the speaker photos below to discover more...


Who attends?

This think tank is exclusively for IR professionals from across the UK and Ireland. The majority of the attendees are heads of IR. Some of them have been highlighted in our IR Magazine Awards research over the years. Each participant was someone with an established track record and a strategic IR role within his or her company. Some of our past attendees included:

Job title Company Job title Company
Chief counsel, corporate and securities BAE Systems Investor relations analyst Hammerson
Corporate development & investor relations Kenmare Resources Investor relations analyst HSBC
Director / Head of Investor Relations Rolls-Royce Investor relations analyst Legal & General
Director of investor relations Centrica Investor relations director Eurocommercial Properties
Director of investor relations Royal Mail Investor Relations Executive Rolls-Royce
Director, London office Antofagasta Investor relations manager Antofagasta
Group head of investor relations Jardline Lloyd Thompson Investor relations manager BAE Systems
Head of corporate affairs & communication AG Barr Investor relations manager Legal & General
Head of investor relations Genel Energy Investor relations manager Petrofac Services
Head of investor relations Legal & General IR manager IHG
Head of investor relations Majestic Wine IR manager Unilever
Head of investor relations Unilever Legal secondee BAE Systems
Head of IR and corporate communications Ophir Energy Manager of investor relations Refresco Group
Head of IR RWE AG Senior investor relations manager Tesco
Interim IR manager British Land Senior manager stakeholder relations & strategy DIRK
Investor relations Schroders

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