IR Magazine

IR Magazine Forum – Canada

Thursday, April 1, 2021

Virtual event: Live and available on replay

About the forum

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.

  • 08:30 AM
    Virtual platform opens: Networking and introductions

  • 09:00 AM
    Welcome to the first virtual IR forum - Canada

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:15 AM
    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

  • 09:45 AM
    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

  • 10:45 AM
    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

  • 10:45 AM
    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

  • 11:15 AM
    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

  • 12:15 PM
    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!

  • 12:30 PM
    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

  • 13:30 PM
    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

  • 14:30 PM
    End of event

Previous Speakers

To inquire about speaking at the forum, please contact [email protected] or call +44 20 8004 4818

What our virtual attendees say

"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"

IHS Markit

"Diversity of topics, quality of presenters were great"


"Excellent portal to host video events."


"well organized great speakers and communicators and really relevant content"

Trademark Equity Marketing

"Good mix of content - very relevant. And the timing was well spread out."

Aecon Group

"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"

ARC Resources

Who attends our virtual events

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


Request full past attendee list

Become a partner

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:

  • 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.

Our partners

Book your place

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

Contact us

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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.