Crowne Plaza London - The City, UK
There is a rapidly growing trend of increased engagement around environmental, social and governance factors between public companies and their shareholders, plus more expectations placed on ESG reporting and disclosures, and it isn’t going away!
That’s why IR Magazine and Corporate Secretary magazine have teamed up, to help governance and investor relations professionals in public companies take action when responding to these growing expectations from shareholders.
The event will feature discussions between the Buyside, Heads of IR, Governance, Risk and Compliance professionals which aim to understand the latest trends in ESG and provide practical advice on how companies can take action to future-proof your business, ensure a smoother proxy season and add more value to shareholders.
Whatever stage you are at on your ESG journey, join us to understand about the latest ESG trends and learn how you can take action and improve relationships with your investors, futureproof your business, discover new investors and ensure a smooth proxy season and AGM.
Some of the themes and topics being discussed include:
If you’d like to get involved as a speaker, please get in touch with Steven Wade on [email protected]
Hear insights from all angles of the capital markets
Mike Tyrrell is Editor of SRI-CONNECT, a global marketplace for SRI ideas and research as well as an expert network for practitioners, with expertise in investor relations, corporate social responsibility (CSR) and SRI. A practical tool to improve the efficiency of SRI market participants, its vision is to create, for SRI analysis and information, a global, non-partisan online marketplace that is as broad, deep and easy-to-use as the markets that exist for “mainstream” financial information. Prior to launching SRI-CONNECT in 2011, Mike Tyrrell was an SRI analyst at Citi Investment Research, at HSBC Global Equities and at Jupiter Asset Management.
Royal London Group
Olivia is a non-executive Director and member of the Codes and Standards Committee of the Financial Reporting Council and a non-executive Adviser to the law firm Travers Smith. Olivia is a leading member of the Impact Investing Institute and co-chairs the Institute’s Better Reporting programme.
Most recently Olivia was Chair of the FRC’s Actuarial Council and served as a nonexecutive Director and Chair of the Remuneration Committee of Virgin Money, a nonexecutive Director and Chair of the Risk Committee of Canada Life, and a non-executive Director of Royal London and Investec.
Olivia’s earlier experience includes roles as a non-executive Director and Chair of the Risk and Compliance Committee of Aon Limited, Trustee Director and Chair of the Risk Committee of the Mineworkers’ Pension Scheme, and as a member of the Financial Services Authority’s Regulatory Decisions Committee and the Pensions Regulator’s Determinations Panel.
Olivia was a Senior Adviser to the Financial Services Authority, a Managing Director and Head of European Exchange Traded Derivatives Brokerage at JP Morgan and a nonexecutive Director and Chair of the Audit Committee of the London International Financial Futures Exchange. Olivia graduated in Mathematics from St Hilda’s College, Oxford and is a Sloan Fellow of the London Business School.
Climate disclosure standards board
Dr. Alan Knight
General manager of corporate responsibility
Director and global head of strategy and innovation
Brian C. Matt, CFA, is Director of Global Strategy and Innovation at Ipreo, a leading provider of market intelligence and technology to corporate issuers and investment banks around the world. Brian is responsible for strategic partnerships and product initiatives for Ipreo’s global Corporate Business. Previously, he oversaw Ipreo’s Corporate Analytics team focusing on institutional investor targeting programs for IR programs across the globe, as well as situational analytics and transactional analysis for companies considering or undergoing strategic changes.
Brian came to Ipreo through the acquisition of CapitalBridge in February 2008, where he served as a Vice President in a number of roles and was instrumental in designing CapitalBridge’s institutional targeting toolkit and methodology. Prior to joining CapitalBridge in 2001, Brian served as an Analyst in the Research & Analysis division of TaylorRafferty, a global cross-border investor relations consultancy, and began his career in 1998 with The Carson Group (later acquired by Thomson Financial) where he served as a Senior Analyst responsible for the company’s global investor relations and investment-banking-focused data products.
Laurie Havelock is a journalist, writer and podcaster who has been working on financial titles for more than 5 years, dabbling with commercial property finance, responsible investment and investor relations as his main areas of focus. Outside of that he also writes about music, with a predilection for independent and emerging artists, has worked on a number of comedy projects, including a podcast he makes with musical comedian Paddy Gervers called Podshambles, and hosts a weekly show on Shoreditch Radio. Laurie has been published in the Independent, the Guardian and Q Magazine.
For detailed session information, click on the session titles below.
Breakfast and registration
An opportunity to meet peers whilst enjoying a hot coffee or tea and breakfast.
Welcome to the ESG Integration Forum - Europe 2019
Covering the purpose of the conference and introduction to discussions taking place throughout the day.
ESG Market mapping: Need to know for public companies
The Independent Research in Responsible Investment (IRRI) surveyed more than 950 companies, asset managers and sell-siders from 44 countries to produce insight into changes taking place on ESG from a range of views. This session will share the most pertinent of the 61 ESG insights produced and set the scene for the discussions taking place throughout the day.
Mike Tyrrell, editor, SRI-connect
ESG trends: Market developments and investor actions
To set the scene, we aim to discuss the forces shaping the ESG revolution and look at the trajectory of trends and their potential impact on companies and their shareholders. In the first of two trend-focused sessions, we hear the view of the buyside on the most pertinent issues changing ESG integration.
A chance to re-fuel and meet your fellow conference attendees
ESG trends: Best practice responses from companies
In the second trend session we focus on what companies are doing to respond to investor expectations. You will hear from IR, governance and sustainability professionals about how the strategies, initiatives and tactics that listed companies can use to respond to investor expectations.
The ‘climate crisis’: Investor responses and the impact on companies
More funds are flowing into low-carbon indexes, TCFD-based reporting is to become mandatory for PRI signatories in 2020 and many investment firms are getting more proactive on influencing change as responsible owners. Governance, IR and sustainability teams need to focus on influencing corporate strategy on climate risk, and how best to communicate their actions with shareholders.
Moderator: Mardi McBrien, Managing director, Climate Disclosure Standards Board
Dr. Alan Knight OBE, General manager of sustainability, ArcelorMittal
Workshop on ESG factors and business drivers
Move from materiality to messaging: In small groups, participate in a workshop discussion aimed to make you think deeply about different sustainability impacts, separating out environmental, social and governance factors and talking about how you can communicate the relationship between these issues and your business drivers, receiving peer feedback across three roundtable discussions.
Sit down for lunch and a chat with fellow conference attendees
The Exchange: How are companies changing their ESG practices?
Exchange information and ideas with your IR peers in this highly interactive session.
How the exchange works:
√ Choose any of the following topics – the power is in your hands!
√ Join the relevant roundtable and discuss with your peers
√ When the bell rings, move on to your next table and repeat!
√ At the end of the session, hear a roundup from all the leaders of lessons learned so you can apply these when you return to the office.
Roundtable topics include:
Afternoon coffee break
Take a quick break before the final sessions of the day, where we will focus on shareholder engagement, considerations for the AGM, review the main talking points from the day and provide a list of actions that you can take back to the office.
From shareholder engagement to shareholder value
The purpose of this session is to focus on how to provide the best value by engaging on the most material ESG issues that impact your company. We look at how to optimize your time and use engagement to create value for both shareholders and company leadership.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Brian Matt, Director of research and analytics, IHS Markit
Dealing with monumental changes to governance
To finish discussions, we will look specifically at activities around the annual general meeting, seeking to deepen understanding on issues shareholders are likely to highlight during your AGM: the rise of ESG-related shareholder activism, how new regulations will strengthen the position of shareholders and what it means for company decision-making.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Olivia Dickson, Non-executive director, Royal London Group
In the final session we give you an opportunity to recap on all the discussions and recap on the set of action points that you can put into practice when you get back to the office. As part of this session, we will use interactive voting to get an understanding of which activities are the top priority for the group from a time and benefit perspective.
Mike Tyrrell, editor, SRI-connect
Summary and end of conference
Hear a summary of all the points discussed today and lessons to be learned.
"The event was better and more worthwhile than I expected."
"Excellent, really interesting, good presenters, excellent venue"
"The event was well-planned and balanced with speakers from each side of the issues."
"A refreshing perspective, focused on bringing forward the "how" as opposed to the "what" and the "why" of ESG Integration practices for both corporations and investors."
"This event provided a good opportunity to network whilst celebrating IR teams across Europe that are striving to deliver a professional service."
"A very slick, enjoyable, five star event with excellent networking opportunities."
"Nice atmosphere and great place to network and meet other IR people"
Our events provide a unique opportunity to get in front of some of the most influential people in the corporate governance and IR community globally. As a sponsor, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with industry excellence and network with key decision makers from across the European region.
Sponsoring the event will provide:
To find out more about the benefits of sponsoring and the various packages available, email Sébastien Dutrieu or call on +44 77315 33165.
IHS Markit (NYSE) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. We advise corporations around the world with industry-leading investor relations and corporate governance solutions. IHS Markit’s integrated suite of content, advanced technology, data science, predictive analytics and expertise helps you target shareholders, communicate effectively, evaluate strategy and streamline your workflow. The world of investor relations is evolving. We connect you to the intelligence, technology and expertise you need to keep pace and embrace the future.
Find out more at ihsmarkit.com/corporate
Leaders Arena is an independent ESG advisory firm working with listed companies in Europe and North America. We are a team of highly specialised consultants offering a unique skillset that brings together 30+ years of Environmental, Social and Governance (ESG), Investor Relations (IR) and Corporate Social Responsibility (CSR) world-class expertise. We look at ESG through an investor lens having previously worked with and for institutional investors: we know how ESG investors think and what they want.
Clients come to us when they seek strategic guidance on the opportunities and risks presented by the ESG market. We help companies achieve maximum impact in their ESG programme and communication with investors. We care about your success and we understand that every client is different. Leaders Arena guarantees unparalleled client focus and maximum adaptability to our clients’ needs. Our programs are highly customisable and focus on companies’ current needs as they evolve.
Some of our solutions include ESG benchmarking and reporting, SRI targeting, investor roadshows, perception studies, ESG rating agencies support and helping companies keep up to date with evolving ESG market expectations.
Governance & Accountability Institute
Founded in 2007, Governance & Accountability Institute is a sustainability consulting firm headquartered in New York City, advising corporations in executing winning strategies that maximize return on investment at every step of their sustainability journey. The G&A team helps corporate and investment community clients recognize, understand and address sustainability issues of concern to important stakeholders. G&A’s sustainability-focused services and resources include counseling & strategies for the sustainability journey; sustainability reporting; materiality assessments; stakeholder engagement; benchmarking; ESG investor data strategy; investor relations; sustainability communications; coaching & training; advice on third-party awards, recognition and index inclusions; issues monitoring & customized research.
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New York, New York 10022
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The ‘corporate attendee’ rate is reserved for IR professionals at publicly listed companies only. All others will have to book under the ‘non-corporate’ rate. Please note that these are our early-bird prices which expire on September 27, 2019. Any bookings made after this date, will be charged at the standard rate.
If you have any questions, please contact Priscilla Lim ([email protected]) or +44 20 8004 4989.