The IR Magazine Forum – Canada 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, IR professionals from across the region will join each other virtually 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 and book your place here. The event is open to all IR professionals.
In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the IR Magazine Forum – Canada 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.
To see detailed descriptions about the sessions please click on the titles below.
Registration and refreshments
Welcome to the forum
Ben Ashwell, editor, IR Magazine
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
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
Refreshment break and networking
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
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 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
Jason Paltrowitz, director and EVP, corporate services, OTC Markets Group
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
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
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.
Closing keynote: Summary and action points
Simon Rose, CEO, Rose & Co.
End of event
To inquire about speaking at the 2020 forum, please contact [email protected] or call +44 20 8004 5619
Vice president of IR
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 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.
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 IR
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.
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.
Martino De Ciccio
VP of strategy and IR
Bio coming soon
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.
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.
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-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.
Director of ETF strategy
Bio coming soon
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.
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|
"Fantastic session. I felt like this was the one in twenty event where you really learn a lot."
"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"
"Seminar was well attended by IROs and the sharing of ideas was great. The speakers were well prepared and the content was relevant."
"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."
"A good condensed and informative seminar and stronger when coupled with the Awards evening. "
""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"."
"The IR Magazine Forum was a great opportunity to hear industry insiders and experts' thoughts on the topics most affecting our profession"
"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"
In Association with
About TMX Group (TSX: X)
TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group’s key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, and Trayport which 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 and Singapore. For more information about TMX Group, visit our website at www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.
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.
* 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 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.
BTV is a TV production and Digital Marketing Agency that helps issuers increase brand awareness to a national retail and institutional investor audience through unique services including:
BTV – Business Television, a half-hour weekly investment program, profiling emerging Canadian and US companies brings investors information for their portfolio. With Hosts, Taylor Thoen and Jessica Katrichak, BTV is broadcast on BNN Bloomberg, US-Biz TV and Air Canada and interviews top analysts plus showcases companies at their location for an insightful business perspective.
CEO Clips are short company video profiles broadcast to a large audience of investors on TV and 15+ financial sites including Reuters, Yahoo! Finance, Bloomberg and Stockhouse.com. More than 2000 companies have been featured.
TV Branding / Awareness Ads – creative company spots broadcast on BNN Bloomberg and US Bloomberg.
Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure. Investor relations, public relations, public policy and marketing professionals rely on Business Wire to accurately distribute market-moving news and multimedia, host online newsrooms and IR websites, build content marketing platforms, generate social engagements and provide audience analysis that improves interaction with specified target markets.
Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented simultaneous NX Network. Business Wire has 28 offices worldwide to securely meet the varying needs of communications professionals and news consumers.
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.
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.
Novisto is a next generation ESG management platform empowering companies to better manage and create value from their ESG strategy, data, and reporting.
For more information, visit novisto.com
For more information, please visit www.td.com.
Why partner with us?
The Canada Forum brings together some of the most influential people in the Canadian 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:
– Have the opportunity to support attendees at an event where they are looking for solutions
– Position yourself as a thought-leader and share expertise with your potential clients
– Get virtual face-time with senior decision-makers from the IR community
– Increase brand awareness and gain credibility through association with this timely event
– Generate qualified and targeted leads from the analytics provided by our virtual platform
– Be part of the community by participating in virtual roundtable discussions, understanding their challenges and sharing expertise
– Gain new business opportunities through higher-brand presence among potential clients
– Participate in one on one video chats to build relationships with new and existing customers
– Launch new products and solutions at our virtual event in your expo booth
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.
The IR Magazine Awards – Canada will celebrate IR excellence on October 19 from 4.00 pm (Eastern Time) in a new virtual setting!
It remains the Canadian IR community’s largest annual gathering and will be an afternoon of celebration and networking for investor relations officers along with their senior managements, advisers and analysts.
Join us at the awards straight after the forum and celebrate the success of those individuals and teams that are leading the way in the IR community in 2020!