IR Magazine

IR MAGAZINE THINK TANK – Europe
EXCLUSIVELY FOR HEADS OF IR

Thursday, June 20, 2019

Bank of America Merrill Lynch, London

About our think tank

Interactive discussions on the big questions facing European IROs

The IR Magazine Think Tank – Europe is an invitation-only event exclusively for senior IROs. 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?
It is far removed from the traditional conference set-up as the event consists of a series of panel sessions followed by round table discussions on select IR issues. These interactive sessions are broken up by short, snappy best practice briefings from experienced IROs. All 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.

Agenda

After speaking to heads of IR from across Europe, we’ve narrowed the agenda down into the five big questions facing IROs in 2019. Click each session for details or view as PDF here

  • 08:15 AM
    Registration and breakfast

    Network with your colleagues, enjoy breakfast on us and get an early seat ready for the interactive discussions.

  • 08:50 AM
    Welcome to the forum

    A quick guide to the event, how the interactive roundtables work and the ‘rules of engagement.’

    Laurie Havelock, editor-at-large, IR Magazine
    Mark Troman, deputy head of EMEA research, Bank of America Merrill Lynch

  • 09:00 AM
    Snapshot: Briefing on the macroeconomic and financial trends impacting European public companies

    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.

    • Stay updated on the scale of the potentially disruptive impact arising from Brexit and abrupt fiscal tightening in the US
    • Understand forecasts for GDP growth, oil prices, interest rates and how these factors will impact economic sentiment
    • Learn how companies should be adapting their message to keep it in line with these macro changes

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Evelyn Herrmann, director and economist for Europe, Bank of America Merrill Lynch

  • 09:20 AM
    What can I do to improve coverage and exposure while research spends are reducing?

    A recent CFA institute survey found that research budgets fell 8 percent for firms across the European Union following the introduction of Mifid II rules. We discuss the practical things you can do to remain competitive in the new environment.

    • What is the best strategy to maintain visibility and coverage in a post-Mifid II environment?
    • Should investor relations teams become more independent of broker research? What are the opportunities, costs and risks from this change in mindset?
    • How can you help analysts stay engaged and informed given the number of companies they need to cover?

    Moderator: David Lloyd-Seed, chair, The IR Society
    Rodney Alfvén, head of investor relations, Nordea
    Sarah Dees, head of investor relations, Sound Energy
    Mark Troman, deputy head of EMEA research, Bank of America Merrill Lynch

  • 10:00 AM
    Refreshment break and networking

  • 10:20 AM
    What does an increased investor focus on ESG & thematic research mean for public companies?

    How do you know which ESG funds are relevant to your company, and how do you ensure your company is visible to these pools of capital?

    • How can you find out about which thematic investors and ESG funds would be relevant for your company?
    • What resources are both funds using to analyze issuers on long-term factors?
    • To what extent do ESG disclosures translate into investment and voting decisions, and what can you do to stand out from the crowd?
    • How can you craft your investment message around these themes?

    Moderator: Suniti Chauhan, partner, Tulchan Communications
    Janet Craig, senior vice president of investor relations and communications, AltaGas
    Haim Israel, MD, global strategist and head of global thematic research, Bank of America Merrill Lynch
    Jason Mitchell, co-head of responsible investment, Man Group

  • 11:20 AM
    Should IR focus targeting activities on meeting new investors, or better servicing existing investors?

    A good IR program will provide an appropriate level of service to shareholders while finding other funds that are a good fit for your company. But how can you get the balance right between finding new investors and keeping current shareholders informed?

    • How will the role of buy-side corporate access teams evolve? Will they be enablers or gatekeepers? Does this affect your current relationship with the buy side and/or your targeting approach?
    • What different pools of capital are out there, and how can IR teams better access them?
    • How do you decide who your management team should meet in order to have the biggest impact?
    • How can you best evaluate your targeting activities, and should targeting metrics be linked to remuneration for an IR officer?

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Lorna Davie, director of investor relations, Credit Suisse
    Victoria Redgrave, director of corporate and broker relations, Fidelity
    Michael Roper, director of partnerships and advisory solutions for EMEA & APAC, IHS Markit

  • 12:20 PM
    Networking lunch

    Socialize with your peers and refuel, ready for the 2nd half of discussions.

  • 13:20 PM
    The Exchange: How are teams changing their IR practices?

    Exchange information and ideas with your IR peers in this highly interactive session.

    How the exchange works:

    • Choose three 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 and leaders include:

    Governance – Managing a wider stakeholder group that includes the media, activists and proxy advisers
    Gunhild Grieve, Head of investor relations, RWE
    How are changes to corporate access impacting expectations of US investors?
    Alex Gleeson, EMEA corporate access, Bank of America Merrill Lynch
    Financial reporting guidelines update and earnings call best practices
    Eduardo Garcia, Investor relations manager, Melia
    Targeting – Broker selection and getting maximum benefit from roadshows and investor days
    Jan Willem Weidema, Head of investor relations, Aegon
    Career development and opportunities for European investor relations officers
    Debbie Nathan, Director, Carter Murray
    The essential IR toolkit for the busier IRO with limited resources
    Viviane Joynes, Managing Director, EQS
    The investment story: Ensuring consistency and accuracy across financial communications
    Daniel Redman, content and strategy director, Design Portfolio
  • 14:30 PM
    Q&A with the buy side: How are investor expectations evolving?

    Capital markets are becoming more global, active money continues to flow into passive funds and recent regulatory changes impact companies and shareholders alike. We ask portfolio managers and analysts how these trends impact them, and how that changes their expectations of investor relations teams.

    • Learn directly from investors how the capital markets are changing and what it means for investor expectations of public companies
    • Gain insight into how analysts build their models and learn how you can better communicate certain factors of your equity story and provide the most useful data
    • Learn how investors and analysts use technology and other sources outside of IR where they obtain information about company performance
    • Hear stories of good and bad IR practices that you can adopt or avoid

    Moderator: Eduardo Garcia, investor relations manager, Meliá Hotels International
    Richard Penny, fund manager, CRUX Asset Management
    Jeremy Thomas, head of global equities, Sarasin & Partners

  • 15:30 PM
    Final remarks and conference concludes

    Laurie Havelock, editor-at-large, IR Magazine

  • 18:30 PM
    The IR Magazine Awards – Europe 2019 gala dinner

    The IR Magazine Awards – Europe will take place on Thursday, June 20, 2019 to honor excellence in the investor relations profession. The IR Magazine Awards, now in their 29th year, will host the IR community from across Europe at 8 Northumberland Avenue in London.

Who attended?

Attendees are leading IR practitioners from across Europe, many of whom have been highlighted in our IR Magazine Awards research over the years. Each participant is someone with an established track record and a strategic IR role within his or her company. This year’s attendees included:

Job title Company name Job title Company name
CFO Eland Oil and Gas Head of IR Dialog Semiconductor
Comms manager Eland Oil and Gas Head of IR IG Group
Corporate Communications Petra Diamonds Head of IR Rathbone Brothers
Director of Communications Ocado Head of IR RWE
Director of corporate access & broker relations Fidelity Investments Head of IR Severn Trent
Director of investor relations AstraZeneca Head of IR Silvair
Director of investor relations G4S Head of IR Worldline
Director of investor relations Johnson Matthey Head of IR Amundi
Director, IR Europe TechnipFMC Head of IR & corporate communications PSI Software
Director, London office Antofagasta Head of IR & rating agencies Rabobank
Divisional director, investor relations St. James’s Place Head of sustainability & public policy Britvic
Executive, investor relations WH Ireland Interim head of investor relations Go-Ahead
Financial communications officer Eutelsat International IR manager Cisco Systems
Fund manager CRUX Asset Management Investor relations Airbus
Global communication lead AC Immune Investor Relations Manager Solocal
Group finance director Midwich Investor relations manager Altia
Group head of corporate finance Vesuvius Investor relations manager Electrocomponents
Group investor relations director Tesco Investor relations manager Hays
Head of AGA investor relations Apax Global Alpha Investor relations manager Janus Henderson Group
Head of capital markets En+ Investor relations manager Meliá Hotels International
Head of communications Genel Energy Investor relations manager Solocal
Head of corporate affairs Spectris IR analyst JLT Group
Head of global equities Sarasin & Partners IR director Mccarthy and Stone
Head of investor relations 4D pharma IR director MTS
Head of investor relations Aperam IR global director AB InBev
Head of investor relations CME Group (NEX) IR manager Asa International
Head of investor relations En+ IR manager Monbat
Head of investor relations Inmarsat IR officer Telefónica
Head of investor relations Kambi Group IRO MOL Group
Head of investor relations Phoenix Group IRO Suez
Head of investor relations QIWI Manager, investor relations WH Ireland
Head of investor relations ReAssure Senior investor relations manager BT Group
Head of investor relations Schneider Electric Senior investor relations manager Volkswagen
Head of investor relations SEGRO Senior Investor Relations Officer Royal Dutch Shell plc
Head of investor relations Serco Group Senior investor relations officer Royal Dutch Shell
Head of investor relations SigmaRoc Senior IR manager CRH
Head of investor relations Smith & Nephew Senior IR manager Foresight
Head of investor relations Spire Healthcare Senior IRO Imperial Brands
Head of Investor Relations Nordea Senior VP of IR and communications Altagas
Head of investor relations Aegon VP corporate affairs Savannah Petroleum
Head of Investor Relations Marie Brizard Wine & Spirits VP of investor relations Genfit
Head of IR Admiral

Speakers

Hear from a range of IR professionals, fund managers and experts from across capital markets before engaging in small group discussions


Past attendees say

91% of attendees rated discussions at the 2018 European Think Tank as Very Good or Excellent

“Good opportunity to meet IR colleagues from different countries” Corporate IR Officer – Germany

“Keep the variety of speakers, it’s nice to hear from a global perspective” Corporate IR Officer – UK

“I thought it was a very well organised event with a range of interesting speakers. I enjoyed the opportunities to catch up with peers and to network” Corporate IR Officer – UK

Sponsors

Sponsorship opportunities

Our events provide a unique opportunity to get in front of some of the most influential people in the European IR community. 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 IR excellence and network with key decision makers from across the region.

Sponsoring the event will provide:

  • A chance to network with qualified, senior decision-makers in the IR community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients

To find out more about the benefits of sponsoring and the various packages available, email Sébastien Dutrieu or call on +44 77315 33165.

 

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