IR Magazine Forum – Canada
IR trends and best practices

Thursday, April 2, 2020

TD Securities Tower, Toronto, Canada

About the forum

The IR Magazine Forum – Canada 2020 is the must-attend event when wanting to learn about the developments within the world of investor relations. Join us to take a refreshing look at targeting, stay updated with policy changes and get the truth about what the buy-side and sell-side really want from IR.

Taking place on the day of the IR Magazine Awards – Canada 2020, IR professionals from across the region will be in Toronto to share their experiences, perspectives and teachings about the latest issues impacting Canadian public companies and their investors – including award winners from previous years!

You can find more details below. The event is open to all IR professionals.

Agenda

Click on each session below for more details

08:30 AM
Registration and refreshments
09:00 AM
Welcome to the forum

Ben Ashwell, editor, IR Magazine
09:15 AM
Big picture trends: Impacts on the economy, investor sentiment and IR in 2020

A short and sharp economic briefing will set the scene for the day’s discussions. Take stock of where we are right now, where we could be heading and what it means for investor relations. We’ll discuss global politics, how the Canadian economy is evolving and potential questions from the investment community for issuers in 2020.

Leslie Preston, senior economist, TD Bank Group
09:45 AM
Targeting: Accessing new pools of investment and increasing demand among institutional investors

Discuss the alternative sources of capital that are available and how IR teams can better access them. Understand how to adapt your IR campaign to the changing demographics of investors. We’ll explore marketing strategies to engage retail investors, expand institutional contacts and get through to generalist investors in Canada, US and Europe.

Adam Borgatti, senior vice president of corporate development and investor relations, Aecon Group
10:30 AM
Refreshment break and networking
11:00 AM
Fireside chat: Accessing investors in the wake of Mifid II

Q&A with a European head of IR on their approach to accessing institutional investors and doing their own roadshows under the new Mifid II rules – what has worked, what hasn’t? What’s changed and what can Canadian companies expect?
11:30 AM
Making the absolute most of the IR budget

With budgets shrinking and responsibilities expanding, what should IROs be focusing on in 2020? We’ll discuss budgeting best practices, the possibility of sharing services between IR teams, making site visits efficient and appealing all while successfully expanding investor bases. If you are operating as a team of one, where should you put your time and money?
12:15 PM
Networking lunch
13:00 PM
What does the growth of ESG ETFs in Canada mean for IROs?

ETFs remain the investment industry’s fastest growing product segment with ESG focused ETFs gaining traction. Canada now has more than 30 pure-play ESG ETFs and it is primed for further growth. We’ll explore what this means for IROs and how IR programs need to adapt.

Andres Rincon, director of ETF strategy, TD Securities
13:45 PM
ESG best practices: Taking an integrated approach to investor expectations

This session will answer some common questions and misconceptions about the role of IR in the ESG ecosystem. Hear about the ESG movement from both the investment side and the public company side to identify the gaps between what the markets are looking for and what public companies are communicating around ESG factors.

Marie-Josee Privyk, ESG advisor, FinComm Services
Jason Landau, portfolio manager, Waratah Advisors
14:30 PM
Q&A with the buy side and sell-side: How are investor and analyst expectations evolving?

As capital markets become more global and active money continues to flow into passive funds, we ask portfolio managers and analysts how these trends impact them, and how that changes their expectations of investor relations teams. Gain insight into how analysts build their models and learn how you can better communicate your equity story with the most useful data.
15:30 PM
Summary and end of event

Who attends?

Each participant is someone with an established track record and a strategic IR role within his or her company. 2019 attendees included:

Job title	Attendee company	Job title	Attendee company
Analyst investor relations	Canadian Pacific	Manager – investments ESSC	Manulife
CFO	Metro	Manager, investor relations	Alimentation Couche-Tard
Communications team lead	Crescent Point Energy	Manager, investor relations	Canadian Tire Corporation
Corporate reporting and IR manager	Air Canada	Manager, investor relations	Eastmain Resources
Director of investor relations	Charlotte’s Web Holdings	Manager, investor relations	Precision Drilling Corporation
Director of investor relations	Supreme Cannabis	Manager, investor relations	Roxgold
Director of strategic communications	Supreme Cannabis	Manager, treasury and IR	BRP
Director	IFC	Senior analyst	Gibson Energy
Director, investor relations	Home Capital Group	Senior consultant, investor relations	CGI
Director, investor relations	Manulife	Senior corporate finance analyst	Gibson Energy
Director, investor relations	Shopify	Senior director	Canopy Rivers
Director, investor relations	Sobeys	Senior director of IR	CIBC
Director, investor relations	Electrovaya	Senior manager	Loblaw Companies
Director, IR and communications	Sherritt International	Senior manager, investor relations	Shopify
EVP investor relations	Sagicor Financial Corporation	Senior manager, investor relations	Hexo Corp
Executive VP of investor and public relations	CGI	Senior VP, corp development and IR	Aecon
Financial analyst	CIBC	Vice – president, corporate finance	Algoma Central
Financial analyst	Fortis	Vice president, investor relations	Altus Group
Independent director	Precision Drilling Corporation	Vice president, investor relations	The Green Organic Dutchman
Investor and media coordinator	Algoma Central	Vice president, investor relations	Agnico Eagle Mines
Investor relations	Agnico Eagle Mines	VP – strategy & investor relations	Endeavour Mining
Investor relations advisor	Canadian Tire Corporation	VP finance	Cobalt 27 Capital Corp.
Investor relations analyst	Endeavour Mining	VP investor relations	Loblaw Companies
Investor relations analyst	Kinross Gold Corporation	VP investor relations & corporate	Altagas Canada
Investor relations associate	Detour Gold	VP, investor relations and marketing	Constantine Metal Resources
Investor relations manager	Origin House	VP, investor relations and marketing	Real Matters
IR and communications specialist	Algonquin Power & Utilities Corp.	VP, strategy, planning & IR	Gibson Energy

Request the full attendee list

Past attendees say

"Fantastic session. I felt like this was the one in twenty event where you really learn a lot."

Mark Chyc-Cies, Veresen

"Very good use of my time to spend 1/2 day! Panel discussions were perfect in length. Not too long. I thought it was very good. Great use of time, great venue, great panelists"

Lavonne Zdunich, Keyera Corp

"Seminar was well attended by IROs and the sharing of ideas was great. The speakers were well prepared and the content was relevant."

Jeffrey Goldsmith, Corbin

"Great event with interesting and informative sessions. Really appreciated the macroeconomic session. The format was good - I wouldn't change it. I like the mix of "formal" presentations and panels."

Mariane Jobin, CN

"A good condensed and informative seminar and stronger when coupled with the Awards evening. "

Kelly Perry, ELITE Connect

""I find attending IR Magazine events a great way to keep my finger on the pulse of all global IR related issues as well as meeting peers and learning about new and relevant topics"."

Johanna Gonzalez, Bristol Capital

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

Martha Wilmot, ARC Resources

"As an IR professional, you will definitely want to attend the annual IR Magazine Forum. The wealth of information provided by senior IROs, analysts and others in the capital markets is invaluable to enhancing your IR program"

Linda Armstrong, IR Consultant

Join us for a celebration in the evening

The IR Magazine Awards – Canada 2020 will celebrate IR excellence on April 2 from 6pm onwards in the glamorous setting of the Ritz Carlton in Toronto. It remains the Canadian IR community’s largest annual gathering and is an evening of unforgettable celebration and networking for investor relations officers along with their senior managements, advisers and analysts.

Join us for a fantastic evening after the forum and celebrate the success of those individuals and teams that are leading the way in the IR community in 2020!

Visit our awards website

Gallery

Our partners

Corbin Advisors

Corbin Advisors

Partners

Corbin Advisors is a specialized investor relations advisory firm that partners with C-suite and IR executives to drive long-term shareholder value. We bring third-party objectivity and best practice knowledge as we collaborate with our clients to design and execute sound, effective investor communication and engagement strategies.

Our proven methodology, proprietary analytics database, trusted reputation and in-depth experience generate a foundation of unique insights. This marriage of research and rigor delivers comprehensive, actionable recommendations for internal and external value creation.

From research-based insights to actionable strategies that differentiate our clients, Corbin unlocks thoughtful, positive change. We start by asking the right questions, providing candid, well-founded counsel and executing on proven strategies that drive results.

Advisory Services

* Perception Studies

* Investor Presentations

* Investor Days

* Investor Targeting & Marketing

* Specialized Research

* Retainer Consulting

Client Value Proposition

* Capital markets and investor relations subject matter expertise; thought leadership

* Proven methodology and execution track record that generate results

* Objective, research-based approach and candid advice

* Dedicated, seasoned team with extensive C-suite, board and IR executive advisory experience

Inside The Buy-side®

For over a decade, we have surveyed global investors on the equity markets, world economies and business climate. At the start of every quarter, we publish our leading-edge research report, “Inside The Buy-side®”, which captures real-time investor sentiment and trends. Our unique approach to market research and experienced perspective informs public company C-suite and IR executives as they prepare for earnings season and beyond.

To learn more about Corbin’s actionable insights, visit www.CorbinAdvisors.com
OTC Markets Group

OTC Markets Group

Partners

OTC Markets Group Inc. (OTCQX: OTCM) operates the OTCQX Best Market, the OTCQB Venture Market, and the Pink Open Market for 10,000 U.S. and global securities. Through OTC Link ATS, we connect a diverse network of broker-dealers that provide liquidity and execution services. We enable investors to easily trade through the broker of their choice and empower companies to improve the quality of information available for investors.
To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.

CIRI

CIRI

Supporting Partners

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.
FinComm Services

FinComm Services

Supporting Partners

FinComm Services specializes in advising companies on improving their ESG reporting to meet investors’ growing needs for decision-useful ESG information and reap the benefits of stronger reputation, lower risk profile, and higher market value. FinComm’s approach leverages internationally recognized frameworks (SASB^TM, TCFD), as well as companies’ existing internal processes and systems. The output is a cost-effective ESG-reporting action plan that identifies your company’s financially material ESG issues, what information to report, and where to report it. FinComm’s approach is particularly well suited to small- and mid-cap companies, or those wishing to focus their reporting on investors. Marie-Josée Privyk, FinComm’s principal, has built a career in capital markets – in sell-side research, investor relations, and ESG integration – which uniquely positions her at the nexus of sustainable development and finance.

For more information, visit www.fincommservices.com
Fortis

Fortis

Supporting Partners

Fortis is a leader in the North American regulated electric and gas utility industry with 2017 revenue of C$8.3 billion and total assets of approximately C$49 billion as at March 31, 2018. The Corporation’s 8,500 employees serve utility customers in five Canadian provinces, nine U.S. states and three Caribbean countries.

Fortis shares are listed on the TSX and NYSE and trade under the symbol FTS. Additional information can be accessed at www.fortisinc.com, www.sedar.com, or www.sec.gov.
Intrado Digital Media

Intrado Digital Media

Supporting Partners

Intrado Digital Media connects people and organizations at the right time and in the right ways, making their mission-critical communications more relevant, engaging, and actionable. Our suite of solutions advances the way companies engage with employees, customers, investors, and the media with the world’s only end-to-end communications workflow that allows you to listen, create, connect, deliver, amplify and measure.

Our IR communications solutions include: Webcasting and streaming, IR websites, GlobeNewswire press release distribution, and monitoring.

Visit www.intrado.com/Digital-Media to learn more.
TMX

TMX

Supporting Partners

About TMX Group (TSX: X)
TMX Group’s key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities and fixed income. Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, Trayport and other TMX Group companies provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Beijing and Singapore. For more information about TMX Group, visit our website at www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.

À propos du Groupe TMX (TSX : X)
Les filiales principales du Groupe TMX exploitent des marchés au comptant, des marchés dérivés et des chambres de compensation couvrant de multiples catégories d’actifs, dont les actions et les titres à revenu fixe. La Bourse de Toronto, la Bourse de croissance TSX, la Bourse Alpha TSX, La Caisse canadienne de dépôt de valeurs, la Bourse de Montréal, la Corporation canadienne de compensation de produits dérivés, Trayport et d’autres sociétés du Groupe TMX offrent des marchés d’inscription, des marchés de négociation, des mécanismes de compensation, des services de dépôt, des produits d’information et d’autres services à la communauté financière mondiale. Le Groupe TMX a son siège social à Toronto et des bureaux dans l’ensemble de l’Amérique du Nord (Montréal, Calgary, Vancouver et New York), ainsi que dans des marchés internationaux clés, dont Londres, Pékin et Singapour. Pour en savoir plus sur le Groupe TMX, visitez le www.tmx.com. Suivez le Groupe TMX sur Twitter : @TMXGroup.
Rose & Co

Rose & Co

Supporting Partners

Rose & Company is a unique strategic advisory and communications firm staffed by a team of senior level professionals with decades of experience delivering tangible results and a differentiated understanding of the capital markets dynamics from buy-side, sell-side and legal perspectives.

For more information please visit: www.roseandco.com

Partnership opportunities

Our events provide a unique opportunity to get in front of some of the most influential people in the IR community. As a partner, you will gain an extensive amount of exposure through a wide range of marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region.

Being a partner will provide:

A chance to network with qualified, senior decision-makers in the IR community
Increased awareness and credibility through association with this leading event
New business opportunities through higher-brand presence among current and potential clients

To find out more about the benefits of partnering and the various packages available, email Ian Richman or call on +1 212 430 6865.

Venue and location

We’re pleased to be hosted by TD Securities in their offices in Toronto.

TD Securities Tower

66 Wellington Street West
54^th Floor, Lambert Room
Toronto, ON

Accommodation
IR Magazine has arranged preferential rates for forum attendees at nearby hotels. View the hotels and rates by clicking here.

Book your place

The ‘corporate attendee’ rate is reserved for IR professionals at publicly listed companies only. All others should book under the ‘non-corporate’ rate.

Please note that these are our early-bird prices and any bookings made after February 28, 2020 will be charged at the standard rate. The prices are in CAD and are subject to a HST 13%. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989

Corporate Attendee Rate

C$195

C$95

Book seats
Non-corporate rate

C$295

C$195

Book seats

Contact us

For partnership inquiries

Ian Richman

+1 212 430 6865
For event logistics & production

Jamie Garcia

+1 212 430 6872
For agenda-related queries

Gargi Iyer

+44 20 8004 5619
For all other inquiries

Priscilla Lim

+44 20 8004 4989

Privacy policy

IR Media Group Ltd, the owner of IR Magazine, Corporate Secretary and IRspace, respect the privacy of every person who visits, registers with or subscribes to our websites and online publications, and is committed to ensuring a safe online experience. This privacy statement applies to all IR Media Group’s websites as listed under the heading ‘Sites’ and outlines the information IR Media Group may collect and how we may use that information. It also explains what we do with information about you when you register to attend one of our events.

To view our privacy policy in full, please click here.

IR Magazine Forum – Canada IR trends and best practices