The IR Magazine Forum – Canada is back on April 1, 2021, to give Canadian IR professionals practical, take away ideas to implement into their IR program.
In 2020, attendees joined us virtually to take a refreshing look at running an IR program in the new normal. This year, you will hear the latest advice on targeting, including how to respond to the changing nature of the traditional sell-side, how to engage with retail and passive investors, and the future for roadshows.
As well as this, buy-side, sell side and issuing companies will share advice on post-pandemic strategies, creative best practice, ESG reporting, and the use of new technologies. Check out our star speakers from 2020 below!
Due to current restrictions around the Covid-19 pandemic, the event will take place as a virtual experience.
Using the latest cutting edge technology available, our virtual event platform closely replicates being there in person with the chance to interact with speakers and have one-to-one networking in-between panel talks.
Going virtual connects our attendees to even more attendees, from the comfort of their desk.
The 2021 agenda will be announced shortly.
In the meantime, you can view what was discussed in 2020 below or by clicking here.
Virtual platform opens: Networking and introductions
Welcome to the first virtual IR forum - Canada
Laurie Havelock, editor-at-large, IR Magazine
Big picture trends: Impacts on the economy, investor sentiment and IR in 2020 going into 2021
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 will discuss the pandemic, global politics, how the Canadian economy is evolving and potential questions from the investment community for issuers in 2021.
Brett House, deputy chief economist, Scotiabank
Targeting in a virtual world: Accessing new pools of investment and increasing demand among institutional investors
How to approach targeting in a volatile market that’s risk averse? Discuss the alternative sources of capital that are available and how IR teams can better access them in the new normal. We will explore how the pandemic has changed the investor outreach landscape, how to adapt your IR campaign, guidance, marketing strategies to engage investors, running virtual meetings effectively and getting through to generalist investors in Canada, US and Europe.
Adam Borgatti, senior vice president of corporate development and investor relations, Aecon Group
Clare-Marie Hill, corporate access, Fidelity Investments
Dave Hughes, vice president of investor relations, Imperial Oil
Moderator: Omar Khafagy, manager, corporate access, company services, TSX
BREAKOUT SESSION: Strategies to engage retail investors - Strengthening your message in an evolving market
With an unprecedented level of volatility in the market and uncertainty in the economy, it’s a challenging time to tell a consistent equity story. Public companies are encouraged to focus on their long-term value proposition, while also providing short-term operational updates. In this session, we will explore practical advice on how to adapt your communications and the digital tools available to increase engagement and ensure the market understands your story.
Taylor Thoen, CEO and executive producer, BTV
Moderator: Laurie Havelock, editor-at-large, IR Magazine
BREAKOUT SESSION: What does the growth of ESG ETFs in Canada mean for IROs?
Pre-pandemic, ETFs remained the investment industry’s fastest growing product segment with ESG focused ETFs gaining traction. Canada had more than 30 pure-play ESG ETFs and it was primed for further growth. During this session, we will explore the impact of the Covid-19, what this means for IROs and how IR programs need to adapt.
Margaret Dorn, senior director, ESG product strategy, S&P Dow Jones Indices
Moderator: Andres Rincon, director of ETF strategy, TD Securities
Making the absolute most of the IR budget
With budgets shrinking and responsibilities expanding, what should IROs be focusing on in 2021? We’ll discuss budgeting best practices, the possibility of sharing services between IR teams, making site visits efficient, safe, virtual 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? What constitutes an impactful online IR campaign?
Mark Chyc-Cies, vice president of strategy, planning, and IR, Gibson Energy
Barbara Henderson, VP of corporate communications, Bear Creek Mining Corporation
Jason Paltrowitz, director and EVP, corporate services, OTC Markets Group
Joe Racanelli, director of IR and communications, Sherritt International Corporation
Moderator: Ben Ashwell, editor, IR Magazine
Networking break: Expand your network
This feature works like speed dating. You will be matched 1:1 at random with another attendee and you have five minutes to decide whether you’d like to exchange contact details. It’s good fun!
Q&A with the buy side and sell-side: How are investor and analyst expectations evolving going into 2021?
As the pandemic settles in, 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.
We will discuss what investors want to see in terms of reporting, short and long-term business impact of Covid-19, virtual meeting do’s and don’ts and direct corporate access requests vs. sell-side analysts.
Karen Ko, former global equity analyst and portfolio manager
John Morgan, senior vice president, Corbin
Gervais Williams, head of equities, Premier Miton Group
Moderator: Laurie Havelock, editor-at-large, IR Magazine
ESG best practices: Taking an integrated approach to investor expectations in the current climate
What is the impact of Covid-19 on ESG? What are the emerging trends? This session will answer some common questions around the pandemic and misconceptions about the role of IR in the ESG ecosystem. Hear about the ESG-related drivers and challenges 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-Josée Privyk, head of ESG innovation and customer success, Novisto
Ian Tharp, former vice president of sustainability
Moderator: Karoline Hunter, head of company services, TSX
End of event
To inquire about speaking at the forum, please contact [email protected] or call +44 20 8004 4818
Senior vice president of corporate development and investor relations
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.
Vice president of strategy, planning, and IR
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.
Senior director, ESG product strategy
S&P Dow Jones Indices
Maggie is Senior Director, Environmental, Social, and Governance (ESG) Product Strategy, North America at S&P Dow Jones Indices (S&P DJI). In her role, she assists in the strategy for developing ESG indices for the North American market, from best-in-class approaches like the world-renowned Dow Jones Sustainability Index to broad-market ESG alternatives and core solutions like the S&P 500® ESG Index. She also serves as a global spokesperson for S&P DJI’s ESG Indices, educating the market on the values of ESG investing and our industry leading ESG lineup.
Prior to joining the ESG team, Maggie was a part of the S&P DJI Financial Advisor Channel team, where she was responsible for educating financial advisors on benefits and strategies for index-based investing through ETFs. Previously, Maggie was the Western U.S. ETF Specialist for American Century Investments. In this role, she was responsible for the education, implementation, and sales of ETFs. Maggie was also director of strategic accounts with Milliman Financial Risk Management in Chicago. She has spent much of her career working with start-up ETF providers and established asset managers looking to enter the ETF space, including Invesco, ETF Securities, and Northern Trust FlexShares.
Maggie holds a bachelor’s degree in business administration from Miami University in Oxford, Ohio.
AVP, senior analyst
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.
Vice president of corporate communications and corporate secretary
Bear Creek Mining Corporation
Barbara Henderson is a geologist-turned-investor relations professional, with over 30 years’ experience designing and delivering effective investor relations programs and producing informative and engaging shareholder communications for mineral exploration and development companies. Aside from her role as Bear Creek Mining Corporation’s VP Corporate Communications, Barbara is heavily involved in corporate governance and regulatory matters pertinent to public mining companies, and has a special interest in corporate social responsibility and sustainability issues.
Clare-Marie has working in the Corporate Access team the London office at Fidelity Investments since 2014. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.
In this role Clare-Marie is responsible for connecting the Investment Professionals to the Investor Relations and Management teams of the companies that Fidelity invest in already or are looking to invest in, and maintaining relationships with those teams thereafter.
Prior to joining Fidelity Investments in 2014, Clare-Marie worked on the sell side in Asia for CLSA as part of the Event Marketing team providing the same interactions between Corporate representatives and buy side Investment Professionals.
Miss Hill earned her Bachelor of Arts degree in History and International Relations at the University of Exeter. She has an Advanced Certificate in Public Relations and Communications and is currently studying a Masters in Corporate Responsibility and Sustainability and the University of Birkbeck.
Deputy chief economist
Brett House is Vice-President and Deputy Chief Economist at Scotiabank. Prior to joining Scotiabank in October 2016, Brett was Chief Economist at an alternative investment management start-up in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund. Earlier in his career, Brett served as Principal Advisor in the Executive Office of the United Nations Secretary-General and as an Economist at the International Monetary Fund. He cut his teeth in financial markets at Goldman Sachs International in London and at the World Bank in Washington, DC. Brett is a Rhodes Scholar with degrees in economics from the University of Oxford and Queen’s University at Kingston. In addition, he has taught at Oxford University, McGill University, and the University of Cape Town, and has held research roles at Columbia University and Massey College at the University of Toronto. Brett sits on the investment committees of Pearson College and the Canadian Rhodes Scholars’ Foundation. He received the 2014 Québec Notable Award in Finance, the 2015 Good Citizen Award from his hometown of Lincoln, Ontario, and the 2018 Professional Leader Award from Start Proud. He was named a Young Global Leader by the World Economic Forum (Davos).
Vice president of investor relations
Dave Hughes was appointed vice president, investor relations and continuous improvement in January 2017.
Mr. Hughes joined Imperial in 1989 as a systems analyst in Toronto, where he supported refinery capital projects. He has since held a range of technical, supervisory and management positions within the company’s upstream, downstream and corporate groups. His depth and breadth of knowledge extends to refining, supply and transportation logistics, business analysis and reporting, upstream project management, and commercial pipeline work. Mr. Hughes’ career includes an international assignment with ExxonMobil, where he spent five years in various downstream roles in Fairfax, Virginia and Houston, Texas.
Today, Mr. Hughes leads the investor relations team and is responsible for the company’s continuous improvement efforts, with direct accountability to Imperial’s management committee. In his continuous improvement role, Mr. Hughes has leadership responsibility for Imperial’s Clarify. Simplify. Focus. program, where he leads a cross-functional team in the prioritization and capture of
efficiency initiatives to support the company’s business priorities of safety, operational integrity, reliability and profitability. Mr. Hughes holds a Bachelor of Science degree in Mechanical
Engineering from the University of Calgary and a Masters of Business Administration degree from Queen’s University.
head of ESG innovation and customer success
Marie-Josée is responsible for ESG Innovation and Customer Success at Novisto Inc., a next generation ESG management platform empowering companies to better manage and create value from their ESG strategy, data, and reporting. Marie-Josee draws 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 Advisor to companies and investors (FinComm Services, Millani).
Marie-Josée is a member of CFA Montreal’s ESG Committee and of CPA Canada’s Value Creation Working Group (Foresight Initiative), and leader of the Quebec – SASB FSA Credential Group. 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.
Former global equity analyst and portfolio manager
Karen Ko has more than fifteen years of equity and credit research as well as portfolio management experience covering various sectors and across Developed and Emerging Markets.
Most recently, Karen was a Vice President – Global Equity Analyst at Westwood International Advisors. Prior to that, she took on various roles at OMERS Capital Markets between 2005 and 2013. She has travelled extensively around the world to meet with C-suite executives, IR professionals and government officials.
She began her career as a Corporate Banker at the Bank of Nova Scotia after obtaining her MBA from the University of Toronto, Rotman School of Business. She also has a B. Comm degree from the University of British Colombia and is a CFA charterholder.
Manager, corporate access, company services
Omar Khafagy, CFA, is a Corporate Access Manager at TMX Group and focuses on investor engagement efforts to support issuers listed on TSX and TSXV. Omar is also a Relationship Manager to a portfolio of companies in Eastern Canada, acting as a trusted advisor and a provider of actionable insights to facilitate their funding, growth and success. He joined TMX Group in 2019 and previously he was a Relationship Manager at State Street servicing clients in both the U.S. and Canada.
Head of company services
Karoline has 15 years of experience in law, investor relations, and communications. She has developed and led the investor relations, communications, and marketing programs at TSX and TSXV listed issuers. Karoline is dedicated to building and delivering compelling corporate messaging to drive change for positive growth.
Karoline began her career as a securities lawyer at a preeminent Bay Street law firm. She earned an Honors Bachelor of Arts from the University of Toronto, a law degree from Osgoode Hall Law School, and completed the Certified Professional Investor Relations program through the Richard Ivey School of Business at Western University and the Canadian Investor Relations Institute.
Senior vice president
John Morgan joined Corbin Advisors in 2019 as Senior Vice President and head of Corbin’s Advisory Group, overseeing all retainer and special project client engagements. Previously, John spent 24 years in the asset management industry as a research analyst and portfolio manager. John began his career at Putnam Investments in institutional sales and marketing. After business school, he transitioned to an equity analyst position at the firm, focusing on the industrials, energy and basic materials sectors and spent the next 10 years working on international and global investment teams, eventually becoming the lead portfolio manager for the Putnam Global Natural Resources fund. In 2012, John moved to Epoch Investment Partners as a co-portfolio manager and senior analyst focusing on the industrials, consumer, technology and healthcare sectors for the International and Global Small-cap portfolios and became the lead portfolio manager for both funds in 2017. John holds a BA from Denison University and an MBA from The Johnson School at Cornell University.
Director and EVP, corporate services
OTC Markets Group
Jason Paltrowitz is Executive Vice President, Corporate Services at OTC Markets Group, where he is responsible for managing the firm’s international and domestic Corporate Services business. Drawing upon his expertise in cross-border trading and as a recognized proponent of Reg A+ and small company capital raising, Jason is an advocate for small cap issuers, start-ups, and entrepreneurial innovators working to alleviate the cost, time and complexity associated with being a public company. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division.
Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division. Jason currently serves on the Board of Directors of the Crowdfunding Professional Association (CfPA) and also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor’s degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.
Director of IR and communications
Sherritt International Corporation
Joe Racanelli is Director of Investor Relations with Sherritt International, the world leader in the mining and refining of nickel and cobalt from lateritic ores.
He has more than 20 years of investor relations, marketing and corporate communications experience. Prior to joining Sherritt, he led the Resources, Commodities and Industrials Practice of Canada’s largest capital markets advisory firm, NATIONAL Equicom, providing strategic capital markets counsel to senior management at assorted small and mid-cap companies.
Over the years, Joe has led the communication efforts for complex financial transactions valued at more than $3 billion, helped five companies go public, scheduled more than 500 road show meetings and established strong relations with buy-side and sell-side contacts around the world. He is a frequent speaker on IR issues and topics.
Joe is a graduate of the University of Toronto and Concordia University.
Director of ETF strategy
Bio coming soon
Former vice president of sustainability
CEO and executive producer
Taylor has spent the last 30 years as an entrepreneur, owning and investing in successful ventures in numerous industries.
Taylor is the founder and Host of the longest running investment TV show in Canada, BTV -Business Television, broadcast on BNN Bloomberg, BIZ TV, Air Canada, Thomson Reuters and 12+ other financial sites. Through BTV and CEO Clips. Taylor has interviewed more than 2,000 dynamic CEOs, entrepreneurs and business leaders giving her an unprecedented business perspective and insight to strategic business dealings.
Taylor is the recipient of numerous awards including Canada’s Top 25 Female Entrepreneur, Profit 100 Canada’s Fastest Growing Company Award and Ernst & Young Entrepreneur of the Year nominee.
Head of equities
Premier Miton Group
Gervais Williams is Head of Equities at Premier Miton Investors and manages a number of funds and trusts that aggregate to over £1.5bn, he joined the group in 2011. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was Head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, and a board member of the Quoted Companies Alliance. He was a member of the Patient Capital Review panel with the Chancellor of the Exchequer two years ago where the recommendations were put into legislation in the subsequent budget. Gervais Williams has published three books, ‘Slow Finance’ in the autumn of 2011 (Bloomsbury), ‘The Future is Small’ published in November 2014 (Harriman House) and ‘The Retreat of Globalisation’ published in December 2016 (Harriman House).
"Quality of the sessions and speakers was great, and the virtual format was delivered very well."
"Didn't experience any tech issues, the sessions were clear and informative"
"Diversity of topics, quality of presenters were great"
"Excellent portal to host video events."
"well organized great speakers and communicators and really relevant content"
"Good mix of content - very relevant. And the timing was well spread out."
"Fantastic session. I felt like this was the one in twenty event where you really learn a lot."
"The IR Magazine Forum was a great opportunity to hear industry insiders and experts' thoughts on the topics most affecting our profession"
Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.
Below is a sample of some of our past virtual attendees:
|Job title||Company||Job title||Company|
|SVP of corporate development and IR||Aecon Group||Investor relations manager & corporate analyst||Keywords Studios|
|Manager, investor relations||Algonquin Power & Utilities||VP business development & director IR||Linamar|
|President & chief executive officer||Alvopetro||Investor relations||Lotus Ventures|
|Investor relations associate||ARC Resources||Vice president, head of investor relations||Manulife Financial|
|VP of corporate communications||Bear Creek Mining||Vice president corporate development||MARS Investor Relations|
|VP, investor relations||Canopy Growth||Director capital markets and IR||Metamaterial|
|Strategic account director – business development||Cision||Vice president, investor relations & corporate development||Norbord|
|VP corporate communications||CO2 GRO||Finance analyst||Parex Resources|
|President||CorpFinance Advisors||Investor relations||Pembina Pipeline|
|Corporate access||Fidelity Investments||Head of equities||Premier Miton Group|
|SVP investor relations & treasury||Finning||Senior director, ESG product strategy||S&P Dow Jones Indices|
|Manager investor relations||First Majestic Silver||US chief representative officer||Samsung Life Insurance|
|Manager, corporate communications||Fury Gold Mines||Deputy chief economist||Scotiabank|
|Senior director||George Weston||Director of IR and communications||Sherritt International|
|VP, strategy, planning & IR||Gibson Energy||Manager, investor relations||Sierra Metals|
|Director, investor relations||Home Capital Group||SVP investor relations advisory||Storyboard Communications|
|Director, capital & liquidity management||IGM Financial||Director of corporate communications||Talisker Resources|
|Vice president – investor relations||Imperial Oil||Investor relations manager||Teck Resources|
|Senior director investor relations and communications||IMV||Investor relations||TMAC Resources|
|Manager, corporate governance||Interac|
Why partner with us?
The Canada Forum brings together some of the most influential people in the IR community. Our audience recognize the sudden change of pace cannot be navigated alone and are constantly looking for partners to help shape their shareholder engagement strategy and execute it. This event provides partners an opportunity to position yourself as a critical partner to the community.
The unique buzz we create at our virtual events – which is a far cry from a traditional webinar – afford our partners exceptional opportunities to entertain visitors and show-case their expertise.
Becoming a partner means you will:
All our partnerships are created using a mix of branding, thought leadership, lead generation and meetings with your target audience. You tell us your objectives and we will work with you to create you a package that’s makes sense for your company and will help you achieve those objectives.
To find out more about how we can help, contact Ian Richman or call on +1 212 430 6865.
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.
The super early bird rate expires on February 19, 2021.
After this date the price will increase to the early bird rate of $125. The standard price booking price is $175.
The prices are in CAD and are subject to a HST 13%. If you have any questions, please contact Chloe Rutter at [email protected] or +44 20 3002 0396