IR Magazine Forum – Canada
IR trends and best practices

Monday, October 19, 2020

TMX offices, 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.

Stephanie Amaimo, vice president of IR, Fortis
Adam Borgatti, SVP of corporate development and IR, Aecon Group
Paul Butcher, vice president of IR, CN
10:30 AM
Refreshment break and networking
11:00 AM
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
11:45 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?

Mark Chyc-Cies, vice president of strategy, planning, and IR, Gibson Energy
Bob Power, SVP of corporate services, OTC Markets Group
12:30 PM
Networking lunch
13:15 PM
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?

Martino De Ciccio, VP of strategy and IR, Endeavour Mining
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.

Jonathon Ennis, AVP, senior analyst, Mackenzie Investments
Marie-Josee Privyk, ESG advisor, FinComm Services
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.
15:15 PM
Closing keynote: Summary and action points

Simon Rose, CEO, Rose & Co.
15:30 PM
End of event

Key Speakers

Stephanie Amaimo
Vice president of IR
Fortis

Ms. Amaimo joined Fortis Inc. in 2016. Previously, she worked at ITC Holdings Corp. (ITC) for more than 10 years where she held various roles in investor relations, treasury, and financial planning and analysis. Ms. Amaimo was the Director of Investor Relations at the time of the Fortis acquisition of ITC.

She earned a Bachelor of Administration from The University of Michigan-Dearborn and a Master of Business Administration from Wayne State University.

Ms. Amaimo served on the Board of Directors for North Star Reach, a non-profit organization that offers life-changing camp experiences for children with serious health challenges and their families in 2016, 2017, 2018.
Ben Ashwell
Editor
IR Magazine

Ben Ashwell is the editor at IR Magazine and digital editor at Corporate Secretary, covering investor relations, governance, risk and compliance. Prior to this, he was the founder and editor of Executive Talent, the global quarterly magazine from the Association of Executive Search and Leadership Consultants. Before moving to the US, Ben was the vice president and editor at Executive Grapevine, overseeing a daily news website, ten annual supplements and HR Grapevine, the UK’s leading HR and talent management magazine. In his spare time, Ben writes fiction, poetry and arts and culture reviews. Eyewear Publishing recently named him in their list of the Best New British and Irish Poets.
Adam Borgatti
Senior vice president of corporate development and investor relations
Aecon Group

Adam Borgatti is Senior Vice President, Corporate Development and Investor Relations, responsible for leading Aecon’s Investor Relations, Corporate Affairs, Corporate Communications and Marketing functions, as well as supporting the leadership team with developing long-term business plans, evaluating strategic initiatives, and leading the assessment and execution of Aecon’s acquisition opportunities. Mr. Borgatti brings a depth of experience and knowledge of both capital markets and the construction industry.

Prior to joining Aecon in 2009, Mr. Borgatti held leadership roles in the financial industry, including Vice President, RBC Capital Markets, and Vice President, National Bank Financial. Before assuming his current position at Aecon – in 2017-18, he served as Vice President, Investor Relations, at Scotiabank and was responsible for leading all aspects of investor relations, providing strategic direction, leadership and oversight for the company’s investor relations portfolio globally.

Over his career at Aecon, Mr. Borgatti has held leadership roles in the Energy and Infrastructure segments, Strategic Finance division, and previously served as Vice President, Corporate Development and Investor Relations. Mr. Borgatti holds a Bachelor of Commerce degree in Finance and Entrepreneurship from McGill University as well as CFA and CPIR designations. He is a member of the Board of Directors for the Canadian Investor Relations Institute (CIRI) and serves as Audit Committee Chair.
Paul Butcher
Vice president of IR
CN

Mr. Butcher joined CN in 1993, initially working as a project officer in Financial Planning before moving to Marketing in 1999, serving in the Revenue Planning, Metals and Minerals, as well as Intermodal groups. He was involved in key growth projects at CN such as the new container port at the Port of Prince Rupert, among others. Prior to his most recent appointment, Mr. Butcher had been Senior Manager of Investor Relations since November 2009.

Before joining CN, Mr. Butcher worked two years as an economist in Ottawa at Informetrica Limited.

He holds a Bachelor and Masters degree in Economics from the University of Montreal.
Mark Chyc-Cies
Vice president of strategy, planning, and IR
Gibson Energy

Mark is currently Vice President, Strategy, Planning & Investor Relations at Gibson Energy, an oil-focused infrastructure company, and was previously Vice President, Corporate Planning & Investor Relations at Veresen Inc. In both these roles, Mark’s IR duties focused on transforming the companies’ communication, positioning and perception in the market. Mark is CFA charterholder, and through both Investment Banking and corporate roles, has a broad spectrum of experience including strategic planning, corporate development, equity & debt capital markets, corporate finance, risk management and M&A.
Martino De Ciccio
VP of strategy and IR
Endeavour Mining

Bio coming soon
Jonathon Ennis
AVP, senior analyst
Mackenzie Investments

Jon Ennis, AVP, Senior Analyst, leads the credit analyst group within the Mackenzie Fixed Income Team. His role involves oversight of more than $20B of corporate debt holdings.

Jon joined Mackenzie Investments in 2008, working in the Portfolio Operations department before joining the Fixed Income Team in 2010 as an Associate Investment Analyst. He has developed research coverage across a range of sectors such as Real Estate, Utilities, Infrastructure, Homebuilders, Building Products, Forestry, Aerospace & Defense, and Airlines. He has also helped to expand the credit research geographic footprint from North America to include Europe and Latin America and is also responsible for ESG integration across all corporate debt holdings.

Jon has a Bachelor of Commerce degree and an MBA from the Smith School of Business at Queen’s University. He is also a CFA charterholder.
Bob Power
SVP of corporate services
OTC Markets Group

Bob Power leads our Client Relations team, focusing on helping companies that trade on our OTCQX and OTCQB Markets maximize their visibility and achieve fair valuation, while providing their investors with a transparent trading experience in an efficient and cost-effective manner. Prior to OTC Markets, Bob spent over 20 years at the NYSE and NASDAQ working with publicly traded companies to increase engagement with their investors. Bob has an MBA from Pace University and a BA from SUNY Oneonta.
Leslie Preston
Senior economist
TD Bank Group

Leslie Preston joined TD Economics department in January 2011, and has over twelve years’ experience as an economist.

In her current role as a Senior Economist, Leslie works on macroeconomic forecasts and current analysis for the U.S. economy. In her time at TD, Leslie has worked on a wide range of subjects including public policy issues, the monthly financial markets Dollars & Sense publication and the Canadian macroeconomic forecast. She regularly speaks about the economic outlook to various internal and external audiences, and provides economic commentary to the media.

Leslie holds a Masters of Arts degree in economics from the University of Toronto and a bachelor’s degree in economics from Queen’s University.
Marie-Josee Privyk
ESG advisor
FinComm Services

Marie-Josée offers advisory services to companies on improving their ESG reporting to investors, drawing on nearly 30 years of experience in capital markets, namely as Financial Analyst of small and mid cap companies (Marleau, Lemire Inc., National Bank Financial Inc.), as Director of Investor Relations (Innergex Inc.), and as ESG Integration Consultant to investors and issuers (Millani).

Marie-Josée is a member of CFA Montreal’s ESG Committee and leader of the SASB-FSA community of practice in Montreal. She also sits on the board of the St. Raphael Palliative Care Home and Day Centre.

Marie-Josée holds a B.Com. in finance from McGill University and a certificate in Applied Communications from Université de Montréal. She is a CFA charterholder, and holds the Fundamentals of Sustainability Accounting (FSA) Credential of the Sustainability Accounting Standards Board (SASB), as well as the Responsible Investment Professional Certification (RIPC) designation from the Canadian Responsible Investment Association. She has also successfully completed the Advanced Responsible Investment Analysis course from the UN Principles for Responsible Investment’s PRI Academy.
Andres Rincon
Director of ETF strategy
TD Securities

Bio coming soon
Simon Rose
Chief executive officer
Rose & Company

A 25-year Wall Street veteran, Mr. Rose co-founded and served as the Chief Executive Officer of Dahlman Rose & Company, an investment bank focused on transportation, commodities and infrastructure. Under his leadership, Dahlman Rose grew from 6 to 200 employees across five offices in the United States and Canada and expanded its research coverage from a single sector to over 20 discrete sectors focused around the theme of our natural resource economy and supply chain. Mr. Rose advocated a collaborative and horizontally-integrated approach to research coverage which has since been widely adopted. The firm executed over 75 securities offerings for public and private companies, raising in excess of $10 billion for its clients. Dahlman Rose & Company also acted as the sole advisor or co-advisor on numerous high-profile M&A transactions, including the largest public company acquisition in the history of the marine transportation sector. The firm was sold to Cowen Group, a publicly-listed financial services firm, in April 2013.

Past attendees say

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

Veresen, Director, corporate planning & investor relations

"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"

Keyera Corp, Director, investor relations

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

Corbin, Senior vice president, business development

"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."

CN, Analyst, investor relations

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

ELITE Connect, Sales and marketing manager

""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"."

Bristol Capital, Director investor relations and communications

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

ARC Resources, Investor relations analyst

"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"

IR Consultant

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

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.
TD Securities

TD Securities

Supporting Partners

For more information, please visit www.td.com.
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.

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 rates which will expire on August 28, 2020. Any bookings made after this date, 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

Covid-19 information

We are monitoring the situation surrounding the Covid-19 virus on a daily basis. Based on the current advice provided by the World Health Organization, we will be going ahead with hosting the events as planned. The well being of our attendees is paramount and we plan to take a number of precautions onsite to ensure a hygienic environment. If you have any further questions, please contact Priscilla Lim for more information.

Corporate Attendee Rate

C$195

C$95

Book seats
Non-corporate rate

C$295

C$195

Book seats

Join us for a celebration in the evening

The IR Magazine Awards – Canada 2020 will celebrate IR excellence on October 19 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

Venue and location

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

TMX Market Centre

120 Adelaide St. West
Toronto, ON
M5H 1S3, Canada

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

Contact us

For partnership inquiries

Ian Richman

+1 212 430 6865
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