IR Magazine

IR Magazine Forum – Canada
IR TRENDS AND BEST PRACTICES

Wednesday, May 25, 2022

In-person and virtual event: Toronto Marriott City Centre Hotel, Toronto

About the forum

The IR Magazine Forum – Canada took place on Wednesday, May 25, 2022 in Toronto and aimed to give Canadian IR professionals practical, take away ideas to implement into their IR programs.

For the past two years, attendees joined us virtually to look at running an IR program in the new normal. Throughout these events we heard the latest advice on targeting, including how to respond to the changing nature of the traditional sell-side, how to engage with ETFs and new day traders, and the future for roadshows. As well as this, buy-side, sell side and issuing companies shared advice on post-pandemic strategies, creative best practice, ESG reporting, and the use of new technologies.


Agenda

All times displayed are in Eastern Time (ET)

View the 2022 PDF agenda here

  • 08:30 AM
    Registration and networking

  • 09:00 AM
    Welcome to the IR Magazine Forum – Canada 2022

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:15 AM
    The big picture: Inflation, commodity prices and markets

    Increased oil, gold and metal prices have led to investors embracing Canada’s commodity-linked stock market, protecting their portfolios from the effects of supply and inflation issues. To begin the day, we examine what changes in the macro-environment mean for Canadian companies and active, long-term investors?

    • Discover what the critical drivers for the Canadian economy are and how the economic outlook will impact fund flows
    • Understand how to adjust your targeting and outreach efforts to minimize volatility in the long-term
    • Discuss anticipated questions around the economic outlook and learn how to successfully articulate your companies position in the context of the macro-environment

    Moderator: Steven Wade, head of event content, IR Magazine
    Alyssa Barry, principal and co-founder, IR Labs
    Amanda Hobson, senior vice president, investor relations and treasury, Finning International

  • 09:45 AM
    Communicate your company story to a variety of stakeholders

    As shareholder bases change and investment trends continue to evolve, companies need to adapt their message and communication approach to cater to various audiences.

    • Hear how to cater your communications to serve portfolio managers with varied investment approaches
    • As passive and machine-based trading investments increase, learn how to increase your visibility in a digital world
    • Understand how to approach retail investor marketing as the number of retail investors continues to grow

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Michael Barrett, vice president of investor relations and investments, Element Fleet Management
    Katie Keita, director of investor relations, Shopify

  • 10:15 AM
    Morning coffee break

  • 10:45 AM
    Targeting and engagement in a hybrid world

    As the appetite for travel and in-person meetings returns, the level of access to management is likely to change. Our session examines the targeting opportunities and strategies to maximize IR and management’s time on the road in a hybrid world.

    • Discuss the predicted path forward for issuer-investor events, taking into account the underlying motivations for all participants
    • Debate whether management access is becoming a commodity and whether a different approach would work
    • Hear whether there is a case for extending your targeting efforts to different regions in the current environment

    Moderator: Steven Wade, head of event content, IR Magazine
    Adam Borgatti, senior vice president of corporate development and investor relations, Aecon Group
    Mark Fasken, co-founder and chief operating officer, Irwin
    Beth Summers, executive vice president and chief financial officer, Superior Plus Corp

  • 11:45 AM
    The new ESG landscape and how it impacts company disclosures

    The announcement of the newly formed ISSB represents a step-change in ESG investing, moving the ESG movement closer to the mainstream through greater streamlining of standards and a heightened focus on measurement quality. This session examines the latest trends in ESG and its impact on disclosures.

    • Understand the latest changes impacting ESG, and its implications for public companies
    • Hear how investor and analyst expectations are changing around ESG issues
    • Learn about how companies are adapting their internal systems and external communications to stay ahead of the curve on ESG issues

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Mark Chyc-Cies, vice president of strategy, planning and investor relations, Gibson Energy
    Ian Tharp, capital markets communications, Loderock Advisors

  • 12:30 PM
    Lunch

  • 13:30 PM
    The exchange: Exchange ideas with your peers in highly interactive roundtable discussions

    How the exchange works:

    • Choose any of the following topics – the power is in your hands!
    • Join the relevant roundtable and discuss with your peers
    • When the bell rings, move on to your next table and repeat!
    • At the end of the session, hear a roundup of lessons learned so you can apply these when you return to the office

    Roundtable topics include:

    • How do Investor Relations professionals engage management teams around ESG? Milla Craig, president and chief executive officer, Millani
    • A practical discussion on ESG – How to communicate your business sustainability story Paul Pierroz, principal, Springboard Advisors
    • Working with the sell-side in the new normal: Bonita To, director of investor relations, First Quantum Minerals
    • The evolving skill requirements for IROs in 2022: Steven Wade, head of event content, IR Magazine
  • 14:30 PM
    Afternoon break

  • 15:00 PM
    Creating impactful analyst and investor days

    We share practical advice on your investor day in this fast-paced session, specifically looking into operational delivery and creating impactful content that resonates with your investor base.

    • Hear advice about how to create a seamless experience through your operational approach to the investor day
    • Understand how to tailor your experience for a broader audience
    • Learn about how to deliver maximum impact with the capital markets through your messaging and content shared during the investor day

    Moderator: Steven Wade, head of event content, IR Magazine
    Maeghan Albiston, vice president of capital markets, CP

  • 15:30 PM
    Investor and analyst Q&A

    During this open Q&A session, our panel of investors will address any concerns and questions you may have about the coming months. Use this opportunity to engage with a broad range of investors in a frank and open environment on issues such as:

    • Understand the expectations from capital markets as we move into a new era of issuer-investor communications
    • Hear about the factors that are influencing investor decision making in the current environment
    • Learn how best to engage and inform the investment community in today’s world

    Moderator: Steven Wade, head of event content, IR Magazine
    Erin Greenfield, president and portfolio manager, Greenfield Investment Management
    Janice Honeyman, investment advisor and portfolio manager, Research Capital Corporation
    Nick Szucs, Canadian equity analyst, Leith Wheeler Investment Counsel
    David Rutherford, vice president of corporate sustainability, Aviso Wealth

  • 16:15 PM
    Summary of discussions and end of the forum

Speakers

To inquire about speaking at a future forum, please contact [email protected] or call +44 20 3865 8103


What our attendees say

"Always good to share experiences with our peers and gain insights from subject matter experts."

Loblaw

"The round table discussions were an excellent way to bring up topics and learn how others are dealing with challenging issues"

DIRTT Environmental Solutions

"Networking was great, and discussion topics and speakers all interesting/topical."

LodeRock Advisors

"Great use of time, great venue, great panelists."

Keyera Corporation

"Good mix of topics and opportunity for networking."

Aecon Group

"Great event with interesting and informative sessions. Really appreciated the macroeconomic session. "

CN

"The IR Magazine Forum was a great opportunity to hear industry insiders and experts' thoughts on the topics most affecting our profession."

ARC Resources

"Diversity of topics, quality of presenters were great."

IMV

Who attends our events

Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.

Below is a sample list of who will be joining us at this year’s forum:

 

Job Company Job Company
Manager, corporate development & IR Aecon Group Director, IR & sustainability InterRent REIT
Director, corporate development & IR Aecon Group Manager, IR Manulife
Senior vice president, corporate development & IR Aecon Group VP, group IR Manulife
Senior associate, corporate development American Hotel Income Properties IR specialist Perimeter Medical Imaging AI
Head of IR Canadian Tire Corporation VP, head of IR & capital markets Sun Life
Senior manager, IR CN Assistant vice president, IR Sun Life
Senior manager, IR CN Senior director, IR & treasurer TELUS International
CFO CT REIT IR manager TELUS International
SVP, IR & treasury Finning International Vice president, strategic finance & IR TransAlta
VP corporate development, head of IR Hut 8 Mining Manager, IR TransAlta

 

Request full attendee list

Become a partner

Why partner with us? 

The IR Magazine Forum – Canada brings together some of the most influential people in thIR community.  

The event offers an effective approach to targeting clients when they are exploring how they can improve their IR practice. Through our unrivalled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience. 

The unique buzz we create at our virtual events – a far cry from a webinar – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their IR program to invest in, which service providers to engage and consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to the IR community. 

We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Forum – Canada. Get in touch with Ian Richman or call on +1 212 430 6865. 

In the last 12 months, IR Magazine’s virtual events have attracted the highest, most diverse and senior attendees and experts in investor relations

Partners

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Please note that all prices are subject to 13% HST. Prices shown below are exclusive of HST

If you have any questions please contact Danielle Gardiner at [email protected] or +44 20 8090 0556.

Register your interest

Register your interest for the 2023 forum by filling in the form at the link below. You will be the first to receive important updates about the event and details about how to book your place.

If you have any questions, please contact Danielle Gardiner at [email protected] or call +44 20 8090 0556.

 

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