In-person event: Bank of America offices, London
The IR Magazine Think Tank – Europe will take place on Thursday, June 23, 2022 in London and is an invitation-only event exclusively for senior IR officers. It is free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting today’s IROs.
What makes our format so unique?
Our think tanks are far removed from the traditional conference set-up as the event consists of a series of panel sessions followed by roundtable discussions on select IR issues. These interactive sessions are an opportunity to share experiences with and learn from other top-rated investor relations professionals. All table discussions are confidential and none of the participants’ comments are attributed. This allows attendees to talk freely and have frank, open discussions.
How do our roundtable discussions work?
Industry experts, top-rated IROs and members of the investment community set the agenda on a panel discussion by sharing their thoughts on session topics.
Small round tables of IROs discuss these issues face to face.
Each table gives feedback and shares ideas with the group as a whole.
All times displayed are in British Summer Time (BST)
Registration and networking
The role of public companies during times of geopolitical crisis
With economies worldwide recovering from the pandemic, we now seem to be entering a new period of uncertainty. In response to the Ukraine crisis, governments have imposed sanctions and companies exiting Russia at unprecedented speed. Furthermore, a recalibration of global supply chains, combined with rising inflation and high interest rates, means public companies across Europe are looking for guidance on navigating the current environment.
Roundtables: Building resilience and communicating in a crisis
Rethinking the ‘S’ in ESG: An in-depth look at the social aspect of sustainable investing
In this session we’ll be taking a closer look at the S of ESG and how public companies can improve their relationships with their workforce, political environments and the society in which they operate. In this session our speakers will discuss how the pandemic has changed the discussion around human capital management, diversity and equality, and share insight on communicating your social impact to shareholders.
Preparing for new reporting requirements and standardizing your ESG disclosures
For a while now there have been repeated calls from governments, consumers and investors to standardize ESG information in a similar way to financial information. Recently, the development of green taxonomies and the ISSB mark the most significant steps towards reaching this goal, promising to develop a globally recognised reporting standard and common language. Here we will discuss:
Roundtables: Collecting and reporting ESG information
Aligning your ESG story with new global standards and evolving shareholder expectations
Staying compliant with changing regulations is crucial, but it is just important to ensure your company’s efforts are communicated with your stakeholders in a clear and succinct way. In this panel, building on the trends discussed in the earlier session, our speakers will share practical insights on ESG story-telling that meet and exceed growing investor expectations.
Roundtables: Practical advice on communicating ESG with shareholders
Capital raising in a hybrid world: Trends in investor targeting
The transition to online working had a huge effect on the way public companies and capital markets interact with one another. One of the positives to come of the shift to hybrid working was the ability to connect more easily and directly with a broader range of potential investors. In this panel we’ll discuss how public companies are leveraging this benefit to grow internationally, and how it’s changing the way the buy-side and sell-side operate.
Roundtables: Practical insights on investor outreach
Shareholder engagement in a hybrid world: Combining the convenience of virtual with the value of in-person
Whilst the benefits of going virtual are numerous, there is a growing demand for a return to in-person events. In this panel, we’ll discuss how companies are managing the move back to face-to-face, to what extend virtual meetings will remain, and how to successfully run a hybrid event in a way that combines the best – rather than the worst – of both worlds.
Roundtables: Reaching the right people in a hybrid environment
Investor Q&A: Buy-side expectations from IR teams in the current market environment
For our final session, our panel of investors will address any concerns and questions you may have about the coming months. This is an opportunity to engage with a broad range of investors in a frank and open environment.
End of conference
To inquire about speaking at the 2022 forum, please contact laurence.t[email protected] or call +44 20 8004 4818
Co-CIO for European and German mid/small cap
Allianz Global Investors
Heinrich Ey has worked at Allianz Global Investors since April 2006. Besides managing an analyst team of six regional telecom and media analysts, he covers 30 telecom stocks with his own modelling and formal recommendations. He is also the lead portfolio manager for the Allianz telemedia funds, which have won several awards from Lipper and Euro Finanzen in the last couple of years. His focus in the last two years has been on digital disruption trends and their impact on traditional business models within his industries, and he was part of the jury for the German Stevie Awards in 2016.
Before taking on his current role, Ey worked for four years as an analyst at AGI. Prior to that, between 2000 and 2002, he managed European and global equity funds for institutional and retail clients and was a member of the TMT sector team at Allianz Asset Management. He started his career in asset management at Allianz in 1995 as a buy-side trader for equity, fixed income and derivatives.
Legal & General Investment Management
Camilla is an equity analyst for the Asian active equity portfolios at LGIM. Camilla joined LGIM in 2019 from Rathbones where she was responsible for stock selection across UK, European and US markets for the private client business. Prior to that, she worked at Barclays focusing on global distribution of the 3rd party and proprietary funds platform. Camilla was featured in Citywire’s 2019 ‘Top 30 under 30’ list and has been named as a finalist for various categories at the Women in Investment Awards ceremony three years running. Camilla graduated from the University of Bath with a BSc (Hons) degree in Economics. Camilla also holds the Investment Management Certificate, the Foundations in Responsible Investment qualification and is a CFA charterholder.
Director of active ownership
Robeco Asset Management
Senior vice president and head of investor relations
Head of investor relations
Managing director and director, corporate access and research services
As the director of Corporate Access and Research Services, Hugo is responsible for building out and overseeing a global corporate access and research services function for Wellington Management. This involves the coordination and management of access to corporates and experts globally in partnership with investors. It also includes on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and bespoke field trips. Hugo also represents the firm to investor relations contacts when appropriate. In addition, he oversees the research services and market data teams which manage the full life cycle of external research providers and market data providers including procurement, negotiation of services, due diligence, evaluation and relationship management.
Before joining Wellington Management in 2018, Hugo worked at Norges Bank Investment Management (NBIM) in London, where he was head of Corporate and Strategic Access (2013 – 2018). Prior to NBIM, he was the co-head of European Institutional and Corporate Marketing at Barclays (2011 – 2013). Earlier, he held a number of roles at J.P.Morgan in Trading and Depositary Receipts (2005 – 2011).
Hugo received his master’s degree in business studies from the University of Edinburgh in 2005.
Head of European equity strategy
Sebastian Raedler is Head of European Equity Strategy, responsible for the firm’s view on the European equity market as well as sector and country allocation.
He ranked #2 among European equity strategists in the 2019 Extel survey. Before joining the bank, Raedler worked as a strategist at Deutsche Bank, Morgan Stanley and Credit Suisse.
He has studied philosophy and politics at the University of Cambridge and Harvard University, and holds a doctorate in philosophy from the University of Cologne. He is based in London.
For more information about any awards cited, visit https://rsch.baml.com/awards.
Deputy head of investor relations
Head of Advisory EMEA
Martin runs the Advisory desk for EMEA, providing guidance to Corporates with regards to investor behaviour and engagement. Martin has been with IHS Markit for over eleven years, working exclusively within the Issuer Solutions group. During his time with the company he has provided guidance to clients across EMEA, covering the full range of IHS Markit’s Corporate Advisory services. Those services include shareholder surveillance, investor targeting, capital flows insights, investor perception, and proxy solicitation. Over the last two years he has worked closely with the advanced analytics team, applying data science to IHS Markit’s unique datasets to provide more actionable intelligence to clients. Martin now runs the Advisory desk for EMEA, which includes the services of Investor Targeting, IHS Markit Intelligence and IR Roadmap. Prior to joining the company, Martin was head of European research at the ratings agency and financial publisher, Citywire. Martin is a CFA charterholder.
Head of investor relations
Ms. H. Müge Yücel is the head of investor relations at Dogus Otomotiv Servis ve Ticaret A.S. Born and raised in Germany, she earned her Bachelors in Marketing at Michigan State University (1999) and further accomplished her Masters in International Management (2001) as well as her Masters in International Finance (2003). After her 8-year career abroad, where she has gained prominent experience in ownership investment, strategic management and project planning and financing; Ms. Yücel decided it was time for a change of scenery (and career) and moved to sunny Istanbul, where she joined Dogus Otomotiv in 2008.
Ms. Yücel is currently heading the investor relations department and is working closely with the executive management team. Aside from serving as a liaison between the company and the investment community, she is also in charge of the Corporate Governance Rating and is a member of the Corporate Governance and Sustainability Committee. She is certified as a Governance, Risk and Compliance Professional and is a candidate for the Financial Planning and Analysis certificate. Furthermore, she holds the Capital Market Activities Level 3, Corporate Governance Rating, Derivatives and Credit Rating licenses.
Head of investor relations
Department for business, energy and industrial strategy, UK Government
Madeleine Szeluch is Head of Investor Relations at the UK Government’s Department for Business, Energy and Industrial Strategy (BEIS). She has 14 years of experience across Low Carbon Energy, Financial Services and Climate Change. In her current role, Madeleine is responsible for global investor, regulatory and banking relationships across a range of asset classes, to focus a shift of financial capital towards low-carbon energy and climate-change solutions. Madeleine advises on the UK’s low-carbon Energy Transition and emerging policy and regulation to achieve net-zero emissions by 2050. Madeleine also leads on independent thought-leadership research for the Departments, evaluating risks and opportunities of emerging market trends and regulatory developments for Investors, Industry and Government.
Prior to joining the UK Government in 2015, Madeleine was part of the management team at GLG, the largest insights consulting firm globally where she led global insights projects to help clients manage investment and business risks, due diligence and regulatory/political uncertainty in the Energy and Industrials sectors. Madeleine was instrumental in growing the company’s Emerging Markets business and played a key role in helping investors make the necessary contacts, locate suitable project financing opportunities and identify business risks. Madeleine has an academic background in Commercial Law and International Relations and is a Member of the UK’s Chartered Institute of Arbitrators.
Investor relations manager
Charles is Investor Relations Manager for Hays plc – a FTSE-250 global specialist recruiter. Before joining in May 2018, he was an equity analyst at Redburn, covering Transport & Leisure stocks, having begun his career at Lloyds Bank, with roles in Corporate Banking, Project Finance and Private Equity. He read Economics with Psychology at Durham University and is a CFA charterholder. In his spare time – and when not surfing or on long cycle rides – he runs a weekly pub quiz in south London, where he lives with his young family.
Director and Europe economist
Bank of America
Evelyn Herrmann is a director and Europe Economist in the European Economics team. She is based in Paris. Prior to joining the firm in 2015, Herrmann was Eurozone Economist in the BNP Paribas Market Economics team in London, covering the Eurozone real economy with a particular focus on Germany. She also worked as an economist in the International Macroeconomics Division of Banque de France. She studied economics and holds a double-diploma degree from Goethe University and Paris IX Dauphine, and a master’s degree in empirical and theoretical economics from Paris School of Economics.
Harald is a specialist for complex ECM and cross-border M&A transactions as well as dual-track processes, investor relations, and financial, corporate, and crisis communications.
Harald spent 15 years in the investment banking industry in London and New York, starting as an economist at Lehman Brothers and moving through a range of roles in the equities business. He later worked as Head of Corporate Broking at Berenberg Bank in London. Before joining Kekst CNC, he was an MD at a strategic communications consultancy where he was jointly responsible for its ECM team.
Harald holds MSc Economics degrees from the University of Saarbrücken and the London School of Economics and Political Science.
Jan Willem Weidema
Head of investor relations
Presently, Jan Willem Weidema occupies the position of Head-Investor Relations for AEGON NV, An AEX index constituent, which is dual-listed in Amsterdam and New York.
Weidema joined the financial services major in 2013 after a career start in investment banking and as equity research analyst at ABN AMRO and Fortis.
Managing director and deputy head of EMEA equity research
Bank of America Merrill Lynch
Mark Troman is deputy head of EMEA equity research at BofA Merrill Lynch Global Research, a post he has held since March 2019.
Based in the London office. Mark was previously head of the Pan Europe Capital Goods research team, which covered around 40 stocks. Mark’s research focus was on larger electrical equipment companies but he also has extensive experience of the industrial machinery sector. The team was consistently highly ranked by the major investor surveys for over a decade.
Prior to joining Merrill Lynch, Mark was a manager at LEK Consulting working on numerous projects, including the launch of the low-cost airline GO.
Mark holds an MA in Engineering and a post-graduate distinction in management and finance, all from Cambridge University.
“Great session. Good to keep up with latest developments, or even just get comfort on your own IR plans.” Investor relations manager – Ireland
“I found the format of the Exchange sessions really insightful and interesting.” Head of investor relations – UK
“Absolutely amazing venue and organization! Congrats to all the team!” Investor relations manager – Spain
Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.
Below is a sample list of attendees who join our think tank:
|Job title||Company||Job title||Company|
|Director of investor relations||AstraZeneca||Head of investor relations||IG Group|
|Director of investor relations||Credit Suisse||Head of investor relations||Marie Brizard Wine & Spirits|
|Director of investor relations||Grifols||Head of investor relations||National Express|
|Director of IR and sustainable development||LSR Group||Head of investor relations||Nordea|
|Director, corporate finance and investor relations||Polymetal International||Head of investor relations||Phoenix Group Holdings|
|Director, investor relations & corporate finance||DCC||Head of investor relations||RWE|
|Head of investor relations||4D Pharma||Head of investor relations||Santander UK|
|Head of investor relations||Aegon||Head of investor relations||Sound Energy|
|Head of investor relations||Banco Sistema||Head of investor relations||Spire Healthcare|
|Head of investor relations||Cargotec||Head of investor relations||Virgin Atlantic|
|Head of investor relations||Dialog Semiconductor||IR director||McCarthy & Stone|
|Head of investor relations||En+ Group||IR director||MTS|
We are pleased to announced that the 2022 think tank will be held at:
Bank of America offices
2 King Edward Street
The entrance to the think tank space is on King Edward Street next to the taxi rank entrance. Click here to view a detailed map of the venue location.
IR Magazine has arranged preferential rates for think tank attendees at nearby hotels. View the hotels and rates by clicking here.
IN ASSOCIATION WITH
Bank of America is one of the world’s largest financial institutions, serving large corporations, small and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk-management products and services. BofA Securities, the institutional broker dealer business of Bank of America, is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital-raising solutions, lending, risk management, treasury, liquidity and payments management. Bank of America Corporation is listed on the NYSE.
For more information, please visit www.bofaml.com
Think Tank Partners
CtrlPrint was founded in 1995 in Stockholm, Sweden with the main aim of providing key solutions to optimize performance and output quality for Adobe InDesign and InCopy documents. The company has grown steadily since then, with operations in Sweden, the UK and Australia. Its clientele varies across the EMEA and comprises more than 800 listed companies.
Currently, CtrlPrint’s main products and services are:
For more information, please visit www.ctrlprint.net
Lumi is the leading digital platform facilitating in-room, hybrid and virtual AGMs for the world’s largest corporations, membership organisations, associations, legislative bodies, faith based organisations and partnerships.
It is the only platform that digitises the entire lifecycle of an AGM in a single solution that enables sophisticated meeting facilitation before, during and after the live meeting – including authenticated registration, live secure polling, Q&A management and relevant reporting.
Lumi is headquartered in Hampshire, UK where central functions including finance, product development and marketing are based, but has offices in 11 countries across EMEA, APAC and the Americas. Highly differentiated in the majority of markets where it is active, Lumi benefits from extremely strong, experienced and renowned MDs who head up each in-country team.
Its mobile solution enabled Lumi to facilitate the UK’s first electronic AGM held by a listed company, Jimmy Choo, in June 2016. The onset of the COVID-19 global pandemic rapidly accelerated the adoption of the Lumi virtual meeting platform, and Lumi has run over 2500 virtual and hybrid AGMs during 2020, in 35 different countries, including several hundred here in Canada.
For more information, visit www.lumiglobal.com.
OTC Markets Group Inc. (OTCQX: OTCM) operates the OTCQX® Best Market, the OTCQB® Venture Market and the Pink® Open Market for 11,000 U.S. and global securities. Through OTC Link® ATS and OTC Link ECN, 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 financial markets, visit www.otcmarkets.com.
OTC Link ATS and OTC Link ECN are SEC regulated ATSs, operated by OTC Link LLC, member FINRA/SIPC.
Since 1991, AERI has been bringing together the most relevant IR professionals and other stakeholders in Spain, focusing on the development of best practices, but also on providing the best possible options for networking. AERI Members are well known for their top performance in the capital markets, always developing the highest standards in the Investor Relations world.
For more information, please visit www.aeri.es
For more information, visit www.associazioneir.it.
For more information, please visit www.ir-romania.ro.
Supporting the Investors Relations in Belgium. We are a community that actively exchanges experiences and ideas around investor relations. We help people grow active in investor relations by networking, knowledge exchange & meetings.
For more information, please visit www.belgian-ir.be
Created in 1987, the Cliff is the French association of financial communication professionals and is a recognized voice for the profession in France. With an active programme fostering the sharing of experiences, of expertise and of evolving topics, a successful education training programme in partnership with a renowned French University (Paris-Dauphine) and its contribution to the annual publication of the “Financial Communications: Framework and Practices” together with the OCF, the Cliff helps promote the status of Investor Relations professionals.
For more information, please visit www.cliff.asso.fr
The Danish Investor Relations Society (DIRF) was established by investor relations officers, financial and communications executives in a few Danish companies in 1988. The objective was and still is to promote communication between listed companies and their investors thereby increasing investor interest in Danish shares and company bonds.
DIRF represents some 270 members from approximately 100 companies. Members are primarily listed companies, and the member base represents about 95 per cent of the Danish market cap. However, also not-listed companies, organisations, service providers and consultants working with financial communications are represented, cf. DIRF members list.
The DIRF network seeks to meet its objectives by arranging members’ meetings and conferences dealing with current IR-topics, sessions with academics researching in IR-related areas, trends and new ways of performing the IR-profession, new media developments, new evaluation methods, and once a year the Copenhagen Stock Exchange hosts a network meeting etc. Members’ meetings normally take place 5-6 times a year.
For more information, please visit www.dirf.dk.
IR Club is a well-established investor relations community that allows IR professionals to network with peers from all over the world.
IR Club was formed in 2011, to address the need for an online investor relations community. Since then, it has become an overwhelming success and has around 1,400 members!
The main objectives of IR Club include the promotion of networking, communication, exchange and transfer of knowledge among investor relations professionals – we are particularly interested in the use of social media in investor relations.
IR Club is open to anyone interested in investor relations such as scientists, students and those wishing to make a career change. For the opportunity to mingle with practising IROs at all levels, as well consultants and service providers. Colleagues from the areas of private equity, open-end and closed-end funds, unlisted companies and of course all those who deal with the communication with lenders (creditor relations / fixed income) are welcome, too – we are all one ecosystem.
It takes no time to register as a member and it’s free of charge!
Email: [email protected]
Tel.: +49 177 232 0001
The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.
For more information, please visit www.irclub.ch.
For more information, please visit our website.
Turkish Investor Relations Society – TUYID, founded in 2009, is designed to foster collaborative ties among investor relations professionals and the constituencies which they serve such as management, shareholders, bondholders, private investors, analysts, employees, government, corporate customers and media, at both the corporate and personal levels, with a view to develop professional know-how, to be a reference center and to elevate Turkish investor relations applications on a par with global standards.
Our mission is to contribute to the promotion of the Turkish markets, provide assistance for Turkish companies to achieve fair market value for their capital market instruments and to support Turkish capital markets to gain depth and resilience.
For more information, please visit www.tuyid.org/en
The IR Magazine Awards – Europe will celebrate IR excellence on the evening of Thursday, June 23 at 8 Northumberland Avenue, London.
This event remains the European IR community’s largest annual gathering and will be an evening of back to in-person celebrations and networking for investor relations officers along with their senior managements, advisers and analysts.
Join us at the awards ceremony straight after the think tank and celebrate the success of those individuals and teams that are leading the way in the IR community in 2022!
Before you attend
At the venue
If you have any questions about the measures in place, please contact [email protected].
This event is exclusively for senior corporate, in-house IR professionals. To register for this year’s event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed event information.
If you have any questions please contact Danielle Gardiner at [email protected] or +44 20 8090 0556.