The IR Magazine Forum – Canada was a must-attend event for those wanting to learn about the developments within the world of investor relations. Attendees joined us virtually to take a refreshing look at targeting in the new normal, stay update to date with policy changes and get the truth about what the buy-side and sell-side really want from IR.
IR professionals from across Canada joined each other virtually to learn best practice within the context of each sector and share experiences about the latest issues impacting public companies and their investors. Our star speakers included award winners from previous years!
In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the IR Magazine Forum – Canada took 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. VIEW AS PDF
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
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 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.
Laurie Havelock is a journalist, writer and podcaster who has worked with IR Magazine for almost a decade. Outside of writing about investor relations, corporate governance and green finance, he also works for the i newspaper as a news editor and culture writer. Away from writing, he works on several comedy podcasts including Podshambles and Idle Fantasy and was formerly a radio DJ, and hosted a weekly show on Shoreditch Radio called What’s Your Plan B? He lives in London with Mischa, his dog.
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).
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.