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.
Click on each session below for more details
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.
Adam Borgatti, senior vice president of corporate development and investor relations, Aecon Group
Refreshment break and networking
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?
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?
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
ESG best practices: Taking an integrated approach to investor expectations
This session will answer some common questions and misconceptions about the role of IR in the ESG ecosystem. Hear about the ESG movement from both the investment side and the public company side to identify the gaps between what the markets are looking for and what public companies are communicating around ESG factors.
Marie-Josee Privyk, ESG advisor, FinComm Services
Jason Landau, portfolio manager, Waratah Advisors
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.
Summary and end of event
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"
The IR Magazine Awards – Canada 2020 will celebrate IR excellence on April 2 from 6pm onwards in the glamorous setting of the Ritz Carlton in Toronto. It remains the Canadian IR community’s largest annual gathering and is an evening of unforgettable celebration and networking for investor relations officers along with their senior managements, advisers and analysts.
Join us for a fantastic evening after the forum and celebrate the success of those individuals and teams that are leading the way in the IR community in 2020!Visit our awards website
In Association with
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.
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 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 (SASBTM, 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
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.
About TMX Group (TSX: X)
TMX Group’s key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities and fixed income. Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, Trayport and other TMX Group companies provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Beijing and Singapore. For more information about TMX Group, visit our website at www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.
À propos du Groupe TMX (TSX : X)
Les filiales principales du Groupe TMX exploitent des marchés au comptant, des marchés dérivés et des chambres de compensation couvrant de multiples catégories d’actifs, dont les actions et les titres à revenu fixe. La Bourse de Toronto, la Bourse de croissance TSX, la Bourse Alpha TSX, La Caisse canadienne de dépôt de valeurs, la Bourse de Montréal, la Corporation canadienne de compensation de produits dérivés, Trayport et d’autres sociétés du Groupe TMX offrent des marchés d’inscription, des marchés de négociation, des mécanismes de compensation, des services de dépôt, des produits d’information et d’autres services à la communauté financière mondiale. Le Groupe TMX a son siège social à Toronto et des bureaux dans l’ensemble de l’Amérique du Nord (Montréal, Calgary, Vancouver et New York), ainsi que dans des marchés internationaux clés, dont Londres, Pékin et Singapour. Pour en savoir plus sur le Groupe TMX, visitez le www.tmx.com. Suivez le Groupe TMX sur Twitter : @TMXGroup.
Rose & 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
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:
To find out more about the benefits of partnering and the various packages available, email Ian Richman or call on +1 212 430 6865.
We’re pleased to be hosted by TD Securities in their offices in Toronto.
TD Securities Tower
66 Wellington Street West
54th Floor, Lambert Room
IR Magazine has arranged preferential rates for forum attendees at nearby hotels. View the hotels and rates by clicking here.
The ‘corporate attendee’ rate is reserved for IR professionals at publicly listed companies only. All others should book under the ‘non-corporate’ rate.
Please note that these are our early-bird prices and any bookings made after February 28, 2020 will be charged at the standard rate. The prices are in CAD and are subject to a HST 13%. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989