Vantage Venues, Toronto
The IR Magazine Forum – Canada took place on Thursday, April 4 in Toronto and aimed to give Canadian IR professionals practical, take away ideas to implement into their IR programs.
For the past few years, attendees joined us to look at running an IR program in the new normal. Throughout these events we heard the latest advice on targeting, including how to respond to the changing nature of the traditional sell-side, how to engage with ETFs and new day traders, and the future for roadshows. As well as this, buy-side, sell side and issuing companies shared advice on post-pandemic strategies, creative best practice, ESG reporting, and the use of new technologies.
Click here to view the 2024 agenda as a PDF.
Times are shown in Eastern Time (ET).
08:00 AM
Registration, breakfast and morning networking
08:50 AM
Welcome to the IR Magazine Forum - Canada
Laurie Havelock, editor, IR Magazine
09:00 AM
Setting the scene: Navigating a challenging macroeconomic landscape
After a difficult few years for Canadian companies, volatile conditions continue; soaring inflation, high interest rates and the global energy crisis remain top of mind.
To begin our 2024 event, our panelists will discuss what is coming next for Canadian markets and how companies can best prepare themselves for the year ahead.
Moderator: Laurie Havelock, editor, IR Magazine
Roy MacDonald, group vice president, investor relations, George Weston and Loblaw Companies Ltd
Robert McConnaughey, senior vice president, head of investor relations advisory and community impact, Corbin Advisors
09:30 AM
Beyond the buzzword: Making AI work for you
Over the last year, AI has become a catch-all term for technological innovation. It’s time in 2024 to go beyond the vagaries and drill down into what specifically AI tools are, which ones are out there and how they can help your IR team.
In this session, our panelists will provide tangible advice and practical steps for you to take back to the office in order to begin your own AI journey with confidence.
Moderator: Laurie Havelock, editor, IR Magazine
Kam Mangat, vice president, investor relations and corporate strategy, NEXE Innovations
Chris Makuch, senior director, Notified
10:15 AM
Networking break and morning refreshments
11:00 AM
Understanding investors: Getting to grips with the retail shareholder
For many IR teams, the puzzle of retail investor engagement is a challenging one. Largely ignored for decades by issuers and other investors, only in recent years has the power – and conversely, the problems – of retail investors come to the fore.
In this session, our panelists will explore the difficulty in understanding retail investor needs, cultivating their financial knowledge and striking the right tone in investor communications.
Moderator: Lauren McDonald, conference producer, IR Magazine
Robin Boschman, director, investor relations and corporate communications, E3 Lithium
Dan Rollins, senior vice president, corporate development and investor relations, Torex Gold Resources
11:45 AM
Roundtables: Exchange ideas with your peers in group discussions
How the roundtables work:
Topics:
Moderator: Steve Wade, head of content, IR Magazine
Carrie Gillard, head of investor relations, Shopify
Dirk Lever, vice president, capital markets, Parkland Corporation
12:30 PM
Lunch
13:30 PM
Best practice for shareholder targeting
When it comes to shareholder targeting, companies are still figuring out how best to maximize both efficiency and budget as they identify, prioritize and engage the right potential investors.
In this session, hear from industry leaders as they discuss the challenges and solutions amid shareholder targeting both domestically and internationally in 2024.
Moderator: Steve Wade, head of content, IR Magazine
Jennifer McCaughey, director, investor relations, Calian Group
Scott Parsons, senior vice president, investor relations, Alamos Gold
John Vincic, president, Oakstrom Advisors
14:15 PM
The future of investor relations: How to develop yourself and your team for the changing IR landscape
IR has undergone significant changes in the past few years, with IROs taking on more roles and responsibilities across the business. However, while the IR function has expanded, so too have the demands on IROs to deliver on their core tasks.
In this session, join our experts in discussing what the trend towards more versatile and flexible talent means for the career opportunities of IROs, the growth of teams and the evolution of the profession as a whole.
Moderator: Lauren McDonald, conference producer, IR Magazine
Adam Borgatti, senior vice president, corporate development and investor relations, Aecon Group
Janet Craig, vice president, investor relations, Maple Leaf Foods
Christopher Deans, assistant vice president, investor relations, IGM Financial
Nathalie Megann, president and chief executive officer, Canadian Investor Relations Institute (CIRI)
15:00 PM
ESG reporting and engagement: How to cope with new rules and evolving investor preferences
With constant developments around the SEC rule proposal, the new Bill S-211 and the CSRD potentially impacting Canadian companies, IR teams need to prioritize modernising reporting practices in 2024.
In this final panel of the day, our speakers will discuss getting to grips with existing and upcoming regulatory changes while also answering your questions on what investor expectations are around this crucial issue.
Moderator: Steve Wade, head of content, IR Magazine
Prabh Banga, vice president, sustainability, Aecon Group
Meryem Baskoun, director, corporate sustainability communications and reporting, Air Canada
Sylvie Harton, chief business strategy officer, Lumi Global
15:45 PM
Closing remarks and end of conference
To inquire about speaking at a future forum, please contact [email protected] or call +44 20 8004 4818
Robin Boschman
Director, investor relations and corporate communications
E3 Lithium
Robin has more than 15 years of experience in external relations in the energy and utilities sectors. Her experience involves leading communications teams and strategies in private, public and global organizations spanning investor relations, media relations, crisis communications, financial communication, employee and stakeholder relations, marketing and PR and social investment. Robin has a Bachelor of Applied Communications in Public Relations degree from Mount Royal University and a Master of Business Administration from the University of Calgary. She has completed the Canadian Securities Course and the International Association for Public Participation’s Public Participation Certificate. Robin is a Director of the Battery Metals Association of Canada.
Carrie Gillard
Head of investor relations
Shopify
Carrie Gillard is the Head of Investor Relations for Shopify, joining the company in July of 2022. She is responsible for managing and communicating the company’s growth story and financial performance to investors including articulating Shopify’s strategic business activities, financial performance, and long-term plans for building shareholder value. Carrie has held the role as Head of Investor Relations since April of 2023.
Prior to Shopify, Carrie has over ten years of investor relations experience leading and working in investor relations for consumer companies including FIGS (NYSE:FIGS), a Shopify merchant, and Under Armour (NYSE: UA, UAA).
She earned her BSBA in Finance and Economics from the University of Denver and her MBA from the University of Maryland’s Smith School of Business.
Chris Makuch
Senior director
Notified
Chris Makuch is Notified’s Senior Director in Canada. A veteran executive with over 20 years of experience in corporate governance, shareholder identification, and shareholder engagement strategies, he started his career in proxy solicitation.
He has advised management teams, boards of directors and activist investors on M & A and proxy battle strategies while working on some of the biggest transactions in Canadian history. His focus is on helping public companies understand both their institutional and retail shareholder bases to ensure that they maximize their engagement strategies and drive shareholder value.
Chris is a past member of the Canadian Investor Relations Institute (CIRI) Ontario Chapter Board of Directors and a past member of the CIRI Issues Committee. He co-authored Unlocking Value at Canadian Pacific: The Proxy Battle with Pershing Square (Ivey Publishing 2017) and has been a frequent speaker and contributor on corporate governance, shareholder engagement, and proxy process voting issues.
He holds a BA from King’s University College at The University of Western Ontario and an MBA (Financial Services) from Dalhousie University.
Meryem Baskoun
Director, corporate sustainability, communications and reporting
Air Canada
Meryem Baskoun is the Director – Corporate Sustainability Communications and Reporting at Air Canada in charge of publishing the company’s corporate reports: CSR Report, TCFD Report, Annual Report, AIF, etc. She is also a member of the Transition Implementation Group on IFRS S1 and IFRS S2 (TIG) that informs the International Sustainability Standards Board (ISSB) about potential implementation questions that could arise when companies implement IFRS S1 and IFRS S2. Before joining Air Canada, Meryem worked as a VP – Sustainability Advisory Services at ISS Corporate Solutions advising North American issuers on their ESG reporting, strategies and performances. She also worked for more than 10 years with Vigeo Eiris (known today as Moody’s ESG Solutions) in different positions in their ESG Research team rating companies worldwide on ESG as well as negative and positive screenings.
Christopher Deans
Assistant vice president, investor relations,
IGM Financial
Christopher Deans is AVP of Investor Relations at IGM Financial with 15+ years of experience in corporate finance and investor relations. Prior to IGM, Chris has held various investor relations and corporate finance roles at Q4 Inc. and Canadian Tire Corporation.
Sylvie Harton
Chief business strategy officer
Lumi Global
Sylvie Harton is the chief business strategy officer at Lumi Global where she leads Lumi’s future growth strategy. Prior to her role at Lumi, Harton was SVP, Strategy & Global head of IR and PR solutions at Notified where she led M&A, strategic partnerships and P&L for its global IR and PR solutions business.
John Vincic
President
Oakstrom Advisors
John Vincic founded Oakstrom Advisors in 2014 with the goal of providing world-class counsel and solutions to clients. He has more than 20 years of experience as a professional communicator specializing in investor relations and financial communications.
John has led the development and implementation of strategic initiatives for companies in a broad cross-section of industries both as an external consultant and in an internal capacity.
Prior to founding his own firm, John was Vice President, Investor Relations and Corporate Communications from 2009 to 2014 at Hudbay Minerals, a Toronto-based international mining company. He spent six years as Executive Vice President at one of Canada’s leading investor firms, where he advised clients on various matters including ongoing investor engagement strategies, IPO communications, mergers and acquisitions, proxy contests and special situations. He has held senior corporate communications positions with Royal Bank of Canada and Sun Life Financial Inc.
John has served as a volunteer member of the board of directors for the Ontario Chapter of the Canadian Investor Relations Institute, is a former member of the Public Affairs Committee at the Mining Association of Canada and was a board member for the Canadian-Peruvian Chamber of Commerce.
Jennifer McCaughey
Director, investor relations
Calian Group
Jennifer McCaughey is a seasoned IR professional with over 25 years of experience. She is currently Director, Investor Relations at Calian Group. She previously held investor relations roles in several public corporations including TC Transcontinental, Bombardier and Resolute Forest Products. She also did investor relations consulting for several clients such as Uni-Select, Stella-Jones, MTY Group, Supremex, Goodfood and BRP. At the start of her career, she was a sell side analyst at Cormark Securities (Sprott Securities) and worked in financial consulting at Deloitte and Arthur Andersen.
She has been actively involved in the Canadian Investor Relations Institute (CIRI) over the years. She was a Board member of CIRI Quebec for six years (2010-2016), including two years as President (2012-2014). She sat on the CIRI Issues Committee for four years (2019-2023) and currently sits on the CIRI National Board (since May 2023), which includes supporting the Membership Committee.
Over the years Jennifer received numerous recognitions and awards in investor relations. Calian Group is currently up for five nominations for the 2024 IR Magazine Awards. She was named CIRI Fellow in 2021 and was presented with the Belle Mulligan Award for Leadership in Investor Relations by CIRI in 2014. She was also nominated three times for best investor relations in Canada by IR Magazine (2009-2011-2012).
She graduated from McGill University with a Bachelor of Commerce (Finance) and holds a CFA designation.
Dirk Lever
Vice president, capital markets
Parkland Corporation
Dirk Lever CPA is the VP Finance – Capital Markets at Parkland Corporation where he oversees Enterprise Financial Planning and Analysis, Investor Relations, Treasury and Insurance. Prior to Parkland, Dirk held various capital markets roles including; Managing Director and Head of Research at AltaCorp Capital, Managing Director at RBC Capital Markets (Head of Energy Sales and Head of Income Trust Research), an equity research analyst at National Bank Financial and a Director, Corporate Finance at Midland Walwyn. Dirk has also been a Chief Financial Officer and a Board Member of numerous publicly traded companies. Dirk attained his Chartered Accountant designation in 1984 and is a past Chairman and Director of the Canadian Performance Reporting Board for the Canadian Institute of Chartered Accountants.
Nathalie Megann
President & Chief Executive Officer
Canadian Investor Relations Institute (CIRI)
Nathalie Megann, CPIR, ICD.D, President & Chief Executive Officer, Canadian Investor Relations Institute (CIRI)
Nathalie was appointed President and Chief Executive Officer of the Canadian Investor Relations Institute (CIRI) in September 2023. A seasoned executive with over 25 years of professional experience, she had previously served as Vice President, Investor Relations and Corporate Affairs at Chorus Aviation Inc., a publicly traded aviation holding company, where she led the investor relations, corporate communications, and public and government affairs functions. Nathalie has been a member of CIRI since 2004 and served on CIRI’s National Board of Directors from 2016 to 2023 where she served as Chair of the Human Resources and Corporate Governance Committee during her initial tenure. She then held the role of CIRI Board Chair from 2020 to 2022, and Past Chair in 2023.
Ms. Megann holds a Bachelor of Arts Degree with an Advanced Major in Political Science and a Diploma in Public Administration, both from Dalhousie University. She is also a Certified Professional in Investor Relations (CPIR) and holds the Institute of Corporate Directors Director (ICD.D) designation.
Dan Rollins
Senior vice president, corporate development and investor relations
Torex Gold Resources
Mr. Rollins has over 15 years of metals and mining industry related experience with more than 10 years of experience as a sell-side equity research analyst. Mr. Rollins joined the Torex team in 2019 from RBC Capital Markets, where he provided investment research on precious metal companies and the broader precious metal sector to institutional investors. Prior to RBC Capital Markets, Mr. Rollins was employed in a similar role by UBS Securities Canada. Mr. Rollins started his career at Noranda/Falconbridge where he was involved in the sale of refined zinc metal.
Mr. Rollins holds a Bachelor of Science (Chemical Engineering) from Queen’s University and a Master of Business Administration from the University of Toronto.
Prabh Banga
Vice president, sustainability
Aecon Group
Prabh is the Vice-President of Sustainability with Aecon Group Inc., where she leads the development and delivery of Aecon’s sustainability strategy. Furthering the company’s ESG strategy, Prabh is responsible for identifying and implementing solutions to advance energy transition projects and operationalize sustainability. Prabh co-hosts a sustainability podcast, called Road to Net-Zero, which focuses on topics related to the decarbonization of the construction industry. She is also a part-time professor at Seneca College and Guest Lecturer at University of Toronto, teaching corporate sustainability.
Prior to joining Aecon, Prabh was the Associate Director, Strategy & Sustainability at Toronto Pearson International Airport, where she was ranked Top 40 under 40 in North America by Airport Business for integrating sustainability as a value driver into airport operations and management. She was also ranked Top 20 under 40 by Wings Magazine for influencing Canadian Aviation.
Prabh has a Master of Resource and Environmental Management and undergraduate degree in Environmental Studies. Prabh is currently serving as the North American representative on the Global Reporting Initiative (GRI) Stakeholder Council and serves on the Board of Family Services of Peel and Halton Environmental Network.
Adam Borgatti
Senior vice president, corporate development and investor relations
Aecon Group
Adam Borgatti is Senior Vice President, Corporate Development and Investor Relations, responsible for leading Aecon’s Investor Relations, Sustainability, Indigenous 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. Adam brings a depth of experience and knowledge of both capital markets and the construction industry.
Prior to joining Aecon in 2009, Adam 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, Adam has held leadership roles in the Concessions, Energy and Infrastructure segments, and previously served as Vice President, Corporate Development and Investor Relations. He holds a Bachelor of Commerce degree in Finance and Entrepreneurship from McGill University as well as CFA, CPIR and ICD.D designations. He is a member of the Board of Directors for the Canadian Investor Relations Institute (CIRI) where he serves as Board Chair.
Kam Mangat
Investor relations and corporate strategy
NEXE Innovations
Kam is responsible for the investor relations program and working with the NEXE team to develop and implement the corporate strategy. Kam has over 20 years of experience across various finance roles, including working as a sell-side equity analyst.
Scott Parsons
Senior vice president, investor relations
Alamos Gold
Janet Craig
Vice president of investor relations
Maple Leaf Foods
Laurie Havelock
Editor
IR Magazine
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 Daily Telegraph as an assistant editor on the City desk. In his spare time, he is a keen boardgamer and hosts a podcast about them called Idle Fantasy. He lives in London with his dog, Mischa.
Lauren McDonald
Conference producer
IR Magazine
Lauren McDonald is a conference producer at IR Magazine and Governance Intelligence. She brings a wealth of experience from her past roles in campaign organising for The Labour Party in Leeds and Tower Hamlets.
Lauren holds a Masters degree in the History of Race & Resistance and a Bachelors degree in American History & Politics, both from prestigious universities. She uses her expertise and knowledge to inform her current work and ensure high quality outcomes.
In her free time, Lauren is actively involved in a number of charitable causes. She has volunteered with the Girl Guides, the Los Angeles LGBT Centre, and regularly donates her time to political campaigns in and around London.
In her role as conference producer at IR Magazine and Governance Intelligence, Lauren is passionate about providing the best experience to all stakeholders and ensuring all events she produces are of the highest quality.
Steven Wade
Head of event content
IR Magazine
Steve Wade is a content researcher and conference producer at IR Magazine where he is responsible for crowd-sourcing intelligence on the big global issues facing investor relations. Steve also creates events where the IROs and the wider financial community can discuss, debate, and learn about ways to develop the IR function.
Prior to IR Magazine, Steven’s background has been in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium, an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank, and the Polish Ministry of Finance.
Steve has a degree in Event Management and enjoys playing rugby in his spare time.
Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.
Below is a sample list of our past attendees:
Job title | Company | Job title | Company | |
Associate, IR | Alamos Gold | Manager, corporate affairs | Aecon | |
CFO | Xtract One Technologies | Manager, IR | Nutrien | |
CFO | Black Diamond Group | Manager, IR | Fortis | |
CFO | DIRTT Environmental Solutions | Manager, IR | Marathon Gold | |
Corporate communications | Troilus Gold | Senior advisor, IR | TransAlta | |
Director, capital markets | Tidewater Midstream | Senior advisor, IR | WSP Global | |
Director, corporate development | Pivotree | Senior analyst, IR | Alimentation Couche-Tard | |
Director, IR | Dialogue Health Technologies | Senior Director, IR | Boralex | |
Director, IR | BMO Financial Group | Senior IR analyst | Fortis | |
Director, IR | Nutrien | Senior manager, investor, ESG reporting | Tricon Residential | |
Director, IR | Taiga Motors | Senior manager, IR | CN | |
Director, IR | Calian | Senior manager, IR | Tricon Residential | |
Director, IR | New Gold | Sustainability and ESG specialist | DIRTT Environmental Solutions | |
Director, IR | Precision Drilling | SVP, corporate development and IR | Aecon Group | |
Director, IR | Osisko Development Corporation | VP, capital markets | Black Diamond Group | |
Director, IR and treasury | TC Transcontinental | SVP, IR | Alamos Gold | |
EA and IR associate | Canadian Tire Corporation | VP, head of IR | RBC | |
Senior manager, IR | Applied Material | VP, IR | Sernova | |
Head of IR | Coveo Solutions | VP, IR | Hudbay Minerals | |
IR, associate | New Gold | VP, IR and corporate communications | Real Matters |
Why partner with us?
The IR Magazine Forum – Canada brings together some of the most influential people in the IR community.
The event offers an effective approach to targeting clients when they are exploring how they can improve their IR practice. Through our unrivaled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.
The unique buzz we create at our in-person events – a far cry from a traditional conference – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their IR program to invest in, which service providers to engage and which consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to the IR community.
We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Forum – Canada. Get in touch with Ian Richman or call on +1 212 430 6865.
Forum Partners
Corbin was founded on the idea that insights-driven advice is a powerful catalyst for unlocking value. Leveraging proprietary research and analytics, a best-practice mindset, executional excellence, and a deep understanding of what influences sentiment, we deploy a proven model to realize value. We work with organizations globally, across all sectors and sizes, as our knowledge and insights drive breakthrough thinking and impact. We collaborate with our clients to execute sound, effective communication, and engagement strategies.
For more information, please visit corbinadvisors.com.
Lumi is the dominant player globally in the provision of software and real-time audience engagement technology to facilitate Annual General and Investor Relations meetings for Companies (whether listed or non-listed), Associations, Legislative Bodies, Membership Organizations, and Partnerships. Based on proprietary, patented technology, Lumi provides software, hardware, and services that assist registrars, Investor Relations Officers, or event organizers to register delegates and provide live, secure polling, Q&A management services, and relevant reporting.
Lumi has offices in 12 countries across Europe, APAC, The Middle East, Africa, and the Americas.
Lumi’s platform not only provides efficient and secure solutions for annual or quarterly meetings but also supports companies in their efforts to reduce their carbon footprint. With the rise of ESG concerns, many companies are seeking ways to minimize their environmental impact, and Lumi’s platform provides a viable solution. By facilitating virtual attendance for stakeholders and shareholders, Lumi enables companies to reduce travel-related emissions and paper usage. This not only reduces the environmental impact of meetings but also provides a cost-effective and convenient solution for attendees who may not be able to travel to the meeting location. By leveraging Lumi’s platform, companies can demonstrate their commitment to ESG principles while enhancing engagement with their stakeholders.
For more information, visit: www.lumiglobal.com/investor-relations.
Notified makes it easy for brands to create and share powerful stories with the world. Our suite of world-class, award-winning solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.
Notified’s solutions help businesses effectively share and amplify their stories to customers, investors, employees, and the media. From press release distribution via GlobeNewswire to earnings calls, IR websites, social listening, media engagement tools, webinars and virtual events, Notified has you covered.
Learn more at www.notified.com or follow us on LinkedIn, Twitter, or our Blog.
Oakstrom Advisors is a leading international consultancy based in Toronto and focused on the delivery of investor relations, strategic communications and capital markets outreach services. Founded in 2014, Oakstrom Advisors has helped clients from a broad cross-section of industries navigate the nuances and complexities of capital markets communications by leveraging the collective experience of its seasoned practitioners to provide bespoke solutions for its clients.
For more information, please visit www.oakstrom.com.
Supporting Partners
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.
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