Crowne Plaza London - The City
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.
Click here for a PDF version overview of the 2017 agenda
Registration and refreshments
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
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.
David Lloyd-Seed, director of investor relations, Telefonica UK (O2)
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.
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
Morning coffee and refreshments
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.
Clare Cavana, investor relations programme manager, Unilever
Viviane Joynes, managing director, EQS Group
Rupen Shah, corporate development and investor relations director, Balta Group
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
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.
Isabel Green, head of investor relations, Subsea 7
Vincenzo Leporiere, investor relations manager, Hays
Crisis management and communications workshop
Understand how to manage investor relations in a crisis situation as part of an interactive workshop.
Tom Buchanan, managing partner, CNC
Summary of the key themes and learning points from the day’s discussions.
Laurie Havelock, editor-at-large, IR Magazine
What regulatory changes should British IR teams be focused o...
Findings from last year's Global Roadshow Report...
Despite the uncertainty, some companies have seen investors...
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...
Head of investor relations
Isabel Green is the Head of Investor Relations at Subsea 7 S.A., a leading global contractor in seabed-to-surface engineering, construction and services to the offshore energy industry, domiciled in Luxembourg with company headquarters in the UK. She joined the Company in 2014.
Isabel began her career at the Swiss global financial services company UBS AG, where she worked from 1999 to 2011. She was an equity research analyst in UBS’s Investment Banking division in London for six years, and prior to that an Investor Relations Officer at the bank’s headquarters in Zurich. From 2012 to 2014 she was Investor Relations Director at InterContinental Hotels Group, Plc. (IHG), a FTSE 100 company.
Isabel graduated from Nottingham University with an honours degree in Mathematics in 1999 and was a Trustee and Treasurer for the Leaside Trust, a sports based charity for young people based in Hackney, from 2009-2013. She is a British Citizen.
Viviane joined EQS in March 2017. Prior to this she worked for Capita plc where her roles included Head of Industry for the Capita Asset Services division and Head of Investor Relations Consultancy Services. During this time she worked with listed companies across Europe. Previous to Capita she was Managing Partner at a corporate governance and communications consultancy.
CNC - Communications & Network Consulting
Tom Buchanan has more than twenty years’ experience as a communications advisor to companies in the UK, Continental Europe, Asia and the United States. The majority of Tom’s career was spent as a partner of Brunswick including four years in New York, where he helped establish its first US office.
He has extensive crisis and litigation communications experience involving listed companies, including a botulism scare at a food manufacturer, a number of high profile insolvencies, an allegation of IP infringement, the sudden death of senior management figures and various frauds.
In addition to advising clients on financial and corporate communications on a retained basis, Tom has extensive cross-border M&A experience, and has advised companies on listings on most of the exchanges across Europe and North America.
Corporate governance adviser
Anita is a corporate governance expert with 27 years experience.
Anita joined Norwich Union (now Aviva Investors) in 1990 and was appointed Head of Corporate Governance in 1993 soon after the publication of the Cadbury Code in 1992 Over her career Anita has been involved in many governance fora, advisory groups and investment committees and has been an influential voice in UK corporate governance. Right from the beginning, Anita was very keen that corporate governance and investment decision making should not be separate.
The Aviva Investors corporate governance team was one of the first to be part of the investment function, enabling governance to be very much integrated into the thinking and decision making of the fund managers.
Anita is an active member of the Investment Association’s corporate governance activities and committees and is similarly involved with the Pensions Life and Savings Association (PLSA). She is a member of the Quoted Company Alliance Corporate Governance Expert Group and has found it interesting and beneficial to see the same issues through the eyes of the asset owner and in the context of smaller companies.
Anita has been called on twice by Government Select Committees for her views on corporate governance. The first was in 2003 in front of the Department of Trade and Industry select committee on executive pay and secondly in 2013 before the Commons Select Committee on The Kay Review of UK Equity Markets and Long-Term Decision Making. In 2011 she was voted the most influential woman in asset management by Financial News. In July 2017 she was given the ICGN’s Lifetime Achievement in Corporate Governance Award.
Anita has a Law Degree from Nottingham University.
Laurie Havelock is a journalist, writer and podcaster who has been working on financial titles for more than 5 years, dabbling with commercial property finance, responsible investment and investor relations as his main areas of focus. Outside of that he also writes about music, with a predilection for independent and emerging artists, has worked on a number of comedy projects, including a podcast he makes with musical comedian Paddy Gervers called Podshambles, and hosts a weekly show on Shoreditch Radio. Laurie has been published in the Independent, the Guardian and Q Magazine.
Director of investor relations
Telefonica UK (O2)
David Lloyd-Seed is an experienced Investor Relations and capital markets practitioner. He is currently Director of Investor Relations at Telefonica UK (O2). Prior to that David was IR and Corporate Affairs Director at Dixons Retail for almost 10 years which included the merger with Carphone Warehouse. Most recently he was Interim Head of IR at Severn Trent and a partner at Tulchan Communications, a strategic communications adviser. Prior to joining Dixons Retail in 2005, David worked as a corporate broker for 18 years latterly as a Director with Citi. During his time in corporate broking he advised a number of companies on IR, market related activities, fund raisings, mergers and IPOs across a number of sectors.
Investor relations manager
Vincenzo is an ICAEW Chartered Accountant currently working as Investor Relations Manager at Hays Plc, the FTSE250 listed specialist recruitment group. The Hays IR team has been consistently ranked among the best in the Support & Business Services category. Most recently, Vincenzo has collected prizes for ‘Best Use of Digital Communications: FTSE 250’ at the 2016 Investor Relations Society Awards and ‘Best IR website’ at the IR Magazine Awards – Europe 2017. Having joined Hays in 2011, before moving to the IR team, Vincenzo has held a number of roles within its finance division, latterly working as Group Internal Auditor, providing advisory and assurance to the Hays Plc Audit Committee on risk management and internal control environments.
Corporate development and investor relations director
Investor relations and finance leader with extensive experience in a FTSE 250 Group and now a Belgium listed business. Career has included senior roles in finance, investor relations, sales, business development and strategy, operating in business unit, international and head office roles. Experience of IPO, M&A, raising equity financing and crisis management.
Legal & General Investment Management
Nick joined LGIM in 2013 and is a Fund Manager on the Inflation Plus Team within Active Equity. He joined LGIM from Revelation Capital, an equity Hedge Fund focusing on special situations. Prior to this, he was an Investment Director for Developed Asia and Global Emerging Markets at Standard Life. Previously he was an Assistant Fund Manager at Griffin Capital Management covering convertible bonds, equity derivatives and distressed debt. Nick started his career in corporate advisory and has also worked as a software developer.
Nick has an LLB (Law), and a Masters in Jurisprudence on securities law, both from the University of Durham
Head of investor relations
Foxtons Group PLC
Jenny is Head of investor relations at Foxtons Group PLC, a London Stock Exchange listed estate agency company dealing with both lettings and sales.
An experienced Investor Relations officer skilled in Equity Research, Investor Relations, Business Development, Investment Banking, and Event Management. Jenny will share her views on the changes to research and corporate access in 2018.
Prior to heading up the IR function at Foxtons, Jenny was IR Director at Clipper Windpower and Graff Diamonds and is a graduate from the College of Law.
Investor relations programme manager
Vice president of investor relations
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|
Think Tank Sponsor
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EQS Group is a leading international technology provider for Digital Investor Relations. More than 8,000 companies worldwide trust EQS’s products and services to securely, efficiently, and simultaneously fulfil complex national and international disclosure and compliance requirements to the global investment community.
The EQS COCKPIT, a cloud-based IR workflow platform, digitally maps the work processes of IR Officers, communicates with the company’s website, and distributes company releases via one of the most important financial newswires. With additional products such as websites, IR tools, digital reports, and webcasting solutions, EQS Group is a digital single source provider.
EQS Group was founded in Munich, Germany in 2000 and has developed from a start-up to an international group with offices in the world’s key financial markets. The group employs more than 300 professionals globally.
For more information, please visit www.eqs.com