IR Magazine

IR Magazine Forum – Canada
IR Trends and best practices

Wednesday, April 3, 2019

TMX Offices, Toronto

About the forum

The IR Magazine Forum – Canada 2019 is the must-attend event when wanting to learn about the developments within the world of investor relations. Join us to learn how to adjust your IR program as the impacts of Mifid II become more apparent, 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.

Taking place on the day of the IR Magazine Awards – Canada 2019, 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 2018!

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


Click on each session below for more details

  • 08:30 AM
    Registration and refreshments

  • 09:00 AM
    Opening remarks: Welcome to the forum

    Ben Ashwell, editor, IR Magazine
    Steven Mills, head of TSX company services, TMX Group

  • 09:30 AM
    Big picture trends: Impacts on the economy, investor sentiment and IR

    A look at the factors that will influence investment decisions in 2019, how sentiment will be impacted and what IR should do to position itself appropriately.

    • What impact have trade tensions and global politics had on investor sentiment?
    • New industries and listings: How the Canadian economy and corporate landscape are evolving
    • How to prepare for potential questions from the buy side and the sell side

    Moderator: Lorne Gorber, executive vice president of IR and PR, CGI Group
    Michael Kousaie, vice president of strategy and product innovation, TMX Group
    Marc Lakmaaker, vice president of investor relations, Aurora Cannabis

  • 10:15 AM
    Refreshing approach to marketing: Engage retail investors and institutional investors

    Discuss how to get the balance right between the relatively stable retail and larger institutional investors, and the nuances in approaches needed to engage these very different stakeholders.

    • Learning lessons from marketing fundamentals: How to position yourself and tap into new pools of capital
    • Incorporating marketing fundamentals into your targeting strategies to maximize demand for your shares
    • Putting in the groundwork early to mitigate risks, capitalize on opportunities arising from future events
    • Engaging your retail investor base by adding some glitz and glamour into your communications

    Moderator: Camilla Bartosiewicz, vice president of IR, Altus Group
    Julius Kalcevich, CFO and director, iAnthus
    Taylor Thoen, chief executive officer and executive producer, BTV – Business Television
    John Viglotti, senior VP of investor access corporate services, OTC Markets Group

  • 11:00 AM
    Refreshment break and networking

  • 11:15 AM
    Accessing senior investors in the wake of Mifid II

    With the first full Mifid II costs and charges disclosed, everyone is looking at how the regulation will impact corporate access and research coverage in 2019.

    • If the buy side is more conscious of spending and the nature of relationships between companies, brokers and investors, what can be done to manage increased engagement with the buy side?
    • How does IR need to adapt to a reduction in coverage and ‘juniorization’ of the sell side?
    • What IR can do to ensure its channel to US investors isn’t affected by implementation of Mifid II globally

    Moderator: Ben Ashwell, editor, IR Magazine
    Simon Rose, chief executive officer, Rose and Co.

  • 11:45 AM
    Balancing your international and domestic investor base

    Discover what keeps your most important audience up at night. Hear fund managers speak candidly about their pet peeves and most desirable IR traits.

    • Clarify your equity story: What factors will investors look for when making buy, sell decisions in 2019
    • Should you be spending more time overseas? How to find and engage the right international investors?
    • When do extended trading times, additional liquidity and increased access to capital created by dual-listing outweigh the costs? How do you know whether it’s right for you?
    • What changes does the investment community expect to see following Mifid II implementation?

    Moderator: Ben Ashwell, editor, IR Magazine
    Sudarshan Setlur, director of global markets intelligence, IHS Markit
    Malcolm White, portfolio manager, Signature Global Asset Management, division of CI Investments

  • 12:30 PM
    Networking lunch

  • 13:30 PM
    Q&A: How much weight do investors give to ESG factors when making decisions?

    This session will answer some common questions, misconceptions and unknowns about ESG. Hear about the ESG movement from both the investment side and the public company side in an open Q&A session:

    • What are the gaps between what the markets are looking for and what public companies are communicating around ESG factors?
    • How does ESG impact the decisions made by the buy side? How can IR help inform these decisions?
    • What role does IR have in the ESG ecosystem? When, how much and with whom should you engage?

    Moderator: Ben Ashwell, editor, IR Magazine
    Milla Craig, founder and president, Millani
    Valerie Cecchini, vice president and portfolio manager, Mackenzie Investments

  • 14:15 PM
    Governance trends: Impact of Canada Business Corporations Act amendments on IR

    Take a look at what is new in the world of corporate governance, and how IR and your board need to adapt.

    • Get up to speed with the latest governance trends and proxy adviser guidance
    • Understand how recent amendments to the Canada Business Corporations Act change the relationship between shareholders and the board, and how it impacts shareholder communication
    • As activists are increasingly able to have multiple company directors replaced, discuss how to prepare your board to proactively communicate with shareholders and understand vulnerabilities

    Susan Kushneryk, partner, Hansell McLaughlin Advisory Group

  • 14:45 PM
    Upgrade your defences: How to fix vulnerabilities activist investors could exploit

    When crises happen, IR proves it’s true worth, and no crisis is more prevalent in Canada than the threat of an activist at your door. Explore how activist approaches are changing in the modern investment environment.

    • Understand how activism is changing, what the trends are and new approaches investors are using
    • Protect shareholder value by evaluating your weaknesses through the eyes of an activist investor
    • Retail investors can be susceptible to emotional buy/sell decisions that are triggered by the actions of an activist shareholder. Learn about the correct way to respond on social media and other channels where retail investors get their information
    • Learn about the practical do’s and don’ts during key meetings and engagements with activist investors

    Moderator: Ben Ashwell, editor, IR Magazine
    Craig MacPhail, vice president of capital markets, National Capital Markets
    Stephen Griggs, chief executive officer, Smoothwater Capital

  • 15:30 PM
    Summary and gathering for market close

  • 16:00 PM
    Market close and refreshments

  • 18:00 PM
    Celebrate IR excellence at The IR Magazine Awards

    The 30th anniversary gala for the IR Magazine Awards – Canada 2019 will convene on April 3 at the Ritz Carlton, 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 management, advisers and analysts.

    Get in touch with us or visit our awards website to find out how to reserve your seat at the gala dinner.

Key Speakers

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

Venue and location

This year’s forum will be hosted by the Toronto Stock Exchange in their brand new conference suite in the heart of Toronto’s financial district.

TMX Group
100 Adelaide Street West, 6th floor
Toronto, ON
M5H 1S3

Join us as we celebrate IR excellence

This year, the IR Magazine Awards – Canada 2019 will celebrate it’s 30th anniversary 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 2019!

Visit our awards website for more details>



Thank you for your interest! We are at capacity now for the forum and are operating a waiting list. To get on the waiting list, please contact  [email protected]. Thank you.

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