Bank of America Merrill Lynch, London
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.
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
Registration and breakfast
Network with your colleagues, enjoy breakfast on us and get an early seat ready for the interactive discussions.
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
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
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
Refreshment break and networking
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
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
Socialize with your peers and refuel, ready for the 2nd half of discussions.
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:
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
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
Final remarks and conference concludes
Laurie Havelock, editor-at-large, IR Magazine
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.
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|
Hear from a range of IR professionals, fund managers and experts from across capital markets before engaging in small group discussions
Head of investor relations
With over 15 years investment banking experience across multiple asset classes including Fixed Income, Commodities and Equity derivatives, Sarah currently consults as an IR manager across a variety of Aim listed Upstream Oil and Gas companies – with a focus on introducing new technology and engaging with retail.
Sarah also holds a post graduate degree from Cambridge in Sustainability studies.
Sunni brings over 20 years of experience in strategy, finance and M&A through a career in investment banking and corporate development as well as complementary board experience. At Tulchan, she has connected her various experience to bring a broad, multi-stakeholder perspective to the clients she works across corporate and financial communications, M&A, crisis management and strategic themes including ESG and sustainability.
After starting her career at Schroders in New York and London, she joined Morgan Stanley where she became a Managing Director advising clients on a range of M&A and financing transactions including complex defence and M&A situations including with M&S, Cadbury, Canary Wharf, Pernod Ricard and Iberia. She gained valuable in-house corporate experience at BAE Systems and then joined Rexam plc as Head of Corporate Development ultimately leading the sale of the company.
Sunni currently serves as a non-executive director of Britvic plc and is on the global advisory board of tech intelligence platform, GrowthEnabler, and previously served as a trustee of Breakthrough Breast Cancer. Sunni graduated from Dartmouth College in the US with a degree in Economics and attended the General Management Program at Harvard Business School.
Co-Head of responsible investment
Jason Mitchell is Man Group’s Co-Head of Responsible Investment and Co-Chair of the Responsible Investment Committee. Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment.
Most recently, Jason was Sustainability Strategist at Man Group and has been a member of the Responsible Investment Committee. He worked at Man GLG from 2004 to 2008 and from 2010 to present, taking two years off from 2008 to 2010 to advise the UK government on infrastructure development across Sub-Saharan Africa. Prior to this, he was an investment analyst with Pequot Capital and Andor Capital.
Jason serves as one of 15 appointed members on the EFRAG (European Financial Reporting Advisory Group) European Lab Steering Group and sits on the Advisory Board of Imperial College Business School’s Centre for Climate Finance and Investment. Having chaired the United Nations-supported Principles for Responsible Investment (PRI) Hedge Funds Advisory Committee from 2014 to 2018, he now serves on the PRI Academic Advisory Committee, the Plastic Disclosure Project Steering Committee and the Tobacco Free Portfolios Working Group. Jason holds a master’s degree in international political economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British-American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars.
His articles and comments on sustainable investing have appeared in Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has also written widely on the European refugee migrant crisis, with articles appearing in the London Review of Books, Christian Science Monitor and Huffington Post.
He is a contributing author to Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018), Sustainable Investing: Revolutions in theory and practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012).
Head of Investor Relations
Since 2009, Rodney Alfvén has been Head of Investor Relations at Nordea, the Nordic financial services group operating in northern Europe and based in Helsinki. Leading a team of six that look after both equity and debt IR.
Since graduating from Stockholm School of Economics, Rodney previously held the position of Head of Research and Head of the Stockholm Office at Credit Agricole Cheuvreux Nordic AB and was an analyst at ABN AMRO Alfred Berg and Swedbank. Rodney Alfvén has also been a financial journalist at Swedish business publications Veckans Affärer and Finanstidningen.
Director of corporate access & broker relations
Victoria Redgrave is a Director at Fidelity Investments. 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 20 million individuals, institutions and financial intermediaries.
Victoria’s career in Asset Management started in 2007 when she joined Fidelity’s U.K. office. In this role, Victoria serves as the primary point of contact for Fidelity’s Research Providers in London. Victoria also interacts with members of management, investment professionals, legal and compliance to ensure that Fidelity optimizes its external relationships and that the firm is adherent to the regulatory requirements around these relationships.
In addition to her role with the external research community, Victoria has operational oversight administering the Corporate Access program in the EMEA region which she established in 2012.
Prior to joining Fidelity, Victoria worked at Freshfields Bruckhaus Deringer and Mercer.
Director, Partnerships and Advisory Solutions EMEA & APAC
Michael Roper joined IHS Market in 2019 to head its Partnerships and Advisory Solutions for EMEA and APAC. IHS Markit is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. At present, over 800 global companies use IHS Markit for their investor targeting, advisory and workflow needs. Previously Michael spent 17 years at J.P. Morgan Cazenove, latterly as Head of the UK Market Intelligence Group. This team was an integral part of the wider corporate broking services offering for its UK and South African clients and provided the foundation for enhanced targeting and Investor Relations based operations.
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.
Director, Investor Relations
Lorna Davie is a Director in the Investor Relations team at Credit Suisse based in Zurich. She is responsible for Corporate Access and Events for both Equity and Debt Investors and all the Corporate Governance Engagement.
Prior to her joining the Investor Relations team in January 2014, Ms. Davie was part of the Equity Corporate Access Roadshow Team for the Investment Banking division. She was responsible for the development, planning and execution of Roadshows across North America, UK and Europe for key multi-national companies. In April 2019, Lorna was appointed as a Board Member to the IR club Schweiz.
Debbie manages the Investor Relations & Communications practice globally at Carter Murray, working across listed and private businesses as well as advisory firms. Debbie has over 10 years’ experience in the investor relations industry, including working in inhouse investor relations roles in FTSE 100 & 250 companies, before moving to talent search.
Debbie now works across all industries focusing on sourcing the highest quality talent within the fields of IR and Corporate Communications including Media Relations, Internal & External Communications and Financial PR.
Head of global equities
Sarasin & Partners
Jeremy Thomas joined Sarasin & Partners as Head of Global Equities in 2016 from Allianz Global Investors where he spent 12 years. Prior to this he spent three years at Isis Asset Management (now BMO Global), five years at Schroders and five years as a British Army Officer. He has a degree in PPE from Oxford University.
London-based Sarasin & Partners LLP manages £14.1 billion ($18.3 billion). Local management own 46% of the economic interest of the partnership with the remaining 54% owned by Basel-based Bank J Safra Sarasin Group (AUM $154bn). Sarasin & Partners manages money for domestic and overseas private clients, charities, pension funds, institutions and retail investors.
Content and strategy director
Daniel is Content and Strategy Director at Design Portfolio. A specialist in content strategy and corporate communications, Daniel helps companies to improve their investor communications and wider stakeholder engagement. Daniel has worked with a wide variety of FTSE 350 and international blue chip clients and held events and workshops on a number of topics, including integrated reporting, building a value proposition, articulating the business model and improving corporate governance reporting. He holds a Certificate in IR and is a certified sustainability practitioner.
Investor relations manager
Meliá Hotels International
Eduardo is a seasoned investor relations and corporate finance professional and is currently the investor relations manager at Meliá, a BME listed Spanish hotel chain who have been ranked as 2nd in the Best IR Program and Best IR Team in the 2018 All-Europe Executive Team by Institutional Investor.
Eduardo is responsible for conducting industry analysis, gathering market intelligence, evaluating acquisition targets, coordinating roadshows, developing IR documents, building models and providing information to both current and prospective investors.
Additionally, Eduardo is an angel investor and a strategic advisor at Polymath Ventures, a VC fund focused on Latam and Spain, as well as the European Regional Director for The Soriano Group and Family Office.
Prior to Meliá, Eduardo was an investment banking analyst at Citi and worked in private equity as an analyst at 3i Group plc.
Eduardo is also an associate professor at Valet International Business School and received his MBA in from Universidad CEU San Pablo
Outside of investor relations, Eduardo is also an accomplished Athlete, having completed three Ironman distance triathlons and several marathons.
Senior vice president of investor relations and communications
Janet is a senior Investor Relations executive with an unparalleled record of creating best-in-class investor relations programs, managing complex issues including proxy solicitation, crisis, M&A, shareholder activism and equity offerings, including IPOs.
Throughout her career, Janet has run IR across multiple sectors and companies including ATI, Angiotech, Nortel Networks, Nexen, Lobloaw Companies Limited, Fortis and most recently Altagas Ltd. Across these industries Janet has received approximately 25 #1 awards in investor relations, including being named one of the “Top 25 IROs of all time” in 2012, and one of “30 IR Stars in Three Decades” in 2018 – both global rankings by Investor Relations Magazine.
Janet has been a trusted advisor to senior executives and boards on all aspects of investor relations, reputation management and capital markets and has extensive capital markets experience and exceptional relationships with the investment community. Brings a highly strategic, innovative approach to investor relations customized and calibrated based on company, industry and situation and offers broader communication experience and background, including corporate communications and media relations.
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.
Director and Europe economist
Bank of America Merrill Lynch
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.
Head of investor relations
Gunhild started her career in the European Natural Resources Corporate Finance team at Deutsche Bank in 2002. She originated and executed M&A, equity and debt capital market transactions in the utilities, oil & gas and mining sector. In 2008, Gunhild joined German utility RWE where she headed the London IR office, looking after the IR programme for the UK and US as well as taking care of the company’s shareholder register, targeting and investor perception studies.
In the recent company restructuring, Gunhild was a key member of the project team preparing the IPO of RWE’s subsidiary innogy, being responsible for the equity story and offer structure. Since October 2016, she is Head of Investor Relations at RWE. She sits on the Supervisory Boards of RWE Generation and RWE Supply & Trading. Gunhild co-established EIFFEL, a company-led investor conference for utilities. She studied International Business Administration at Vienna University and holds a MScie in Business management from ESCP-EAP.
CRUX Asset Management
Richard joined CRUX Asset Management in June 2018 from Legal & General Investment Management.
Richard had worked at LGIM for 15 years where he had managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Previously he worked at M&G Investment Management, and prior to that Scottish Amicable Investment Management.
Richard has a master’s degree in Engineering and Economics from Oxford University
The IR Society
David Lloyd-Seed is an experienced Investor Relations and capital markets practitioner. He is currently Chair of the Investor Relations Society. David has led Investor Relations at a number of leading companies across multiple sectors. Most recently he was Director of Investor Relations at Telefonica UK (O2).
Prior to that he was Interim Head of IR at Severn Trent and a partner at Tulchan Communications, a strategic communications adviser. He was IR and Corporate Affairs Director at Dixons Retail for almost 10 years which included the merger with Carphone Warehouse. Prior to joining Dixons Retail in 2005, David worked as a corporate broker for 18 years latterly as a Director with Citi. During his time in corporate broking he advised a number of companies on IR, market related activities, fund raisings, mergers and IPOs across a number of sectors.
Viviane Joynes is a Managing Director at EQS Group where she runs the UK business with Stefan Berg. Prior to joining EQS, she worked for Capita plc where she was responsible for the Investor Relations Consultancy Services and Shareholder Communications Consultancy, working with listed companies in the UK and mainland Europe.
Her most recent role was Head of Industry for the Capita Asset Services division. Before joining Capita she was Managing Partner at a corporate governance and communications consultancy.
Managing director, global strategist and head of global thematic research
Bank of America Merrill Lynch
Haim Israel is a managing director and Global Strategist who heads up the Global Thematic Research team. Prior to this position, Israel was head of the BofAML EEMEA Telecom Research team, as well as the head of Israeli Research. Before joining Merrill Lynch in 2004, he was head of research at Tel Aviv firm Excellence Nessuah Securities. Israel attained his MBA from The Hebrew University, Jerusalem, and also holds a dual major in Finance & Business.
Laurie Havelock is a freelance 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.
Corporate access for EMEA
Bank of America Merrill Lynch
“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
IN ASSOCIATION WITH
The Bank of America Merrill Lynch Corporate & Strategic Access Team is responsible for organising (for both Debt & Equity), Non Deal Roadshows, Fieldtrips, Conferences and Strategic Access events – originating from Broking/ Banking, Research, Sales and Corporate & Strategic Access Origination.
Globally in 2018 we organised over 3,250 corporate access events, with c.100,000 touchpoints generated from connecting investor clients to management teams.
For more information, please visit www.bofaml.com.
Think Tank Sponsors
We are a global specialist communications, IR and marketing recruitment consultancy working with leading professionals to further their careers and develop their skills – whether on a local or International footing. Our clients include super brands, global organisations and serial entrepreneurs. We partner with clients through all stages of growth to introduce the best talent – continually advising on the optimal team structures and recruiting from our global network.
Established in 2000, our team combines the expertise of established consultants with ex-industry professionals. We work across all sector verticals including Financial & Professional Services, Consumer, and Technology.
We have expert consultants on the ground in London, Continental Europe, the Middle East, Asia and Australia; giving our clients and candidates unrivalled access to global opportunities. For more information, please visit www.cartermurray.com.
Design Portfolio is a team of more than 60 communication specialists. We are strategic advisors, creative thinkers, technology innovators and compelling storytellers. We are trusted partners to our clients.
We help companies of all sizes and all stages of growth to see themselves clearly, so they can tell their unique story effectively to their stakeholders. We advise on strategic direction, create persuasive narratives and memorable brands, and ensure that each client’s story is told consistently through:
For more information, please visit www.design-portfolio.co.uk.
EQS Group is a leading international provider of regulatory technology (RegTech) in the fields of corporate compliance and investor relations. In working with EQS Group, thousands of companies worldwide inspire trust by fulfilling complex national and international disclosure obligations, minimizing risks and communicating transparently with stakeholders.
EQS Group’s products are pooled in the cloud-based software EQS COCKPIT. They ensure the professional control of compliance workflows in the fields of whistleblower protection and case management, policy management, insider list management and disclosure obligations. In addition, listed companies benefit from a global newswire, investor targeting and contact management, IR websites, digital reports and webcasts for efficient and secure investor communications.
EQS Group was founded in 2000 in Munich, Germany. Today the group employs around 500 professionals and has offices in the world’s key financial markets.
For more information, please visit www.eqs.com
IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. We support all participants in the capital-raising process including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles, and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs.
For more information, please visit www.ihsmarkit.com.
For more information, please visit www.tulchangroup.com.
For more information, please visit www.zebracc.co.uk.
Association of Bulgarian Investor Relations Directors /ABIRD/
For 12 years now, the Association of Bulgarian Investor Relations Directors /ABIRD/ has been actively working to unite the interests and improve the qualification of local Investor Relations Directors – members of the organization, to improve the investment climate in Bulgaria and introduce high standards for presentation of the Bulgarian public companies to investors in the country and abroad.
We unite more than 110 Investor Relations Directors of public companies and other issuers of securities, and in 2016 we opened the doors of ABIRD for all colleagues who disclose information in accordance with the Bulgarian and European legislation, and communicate with institutions such as the Financial Supervision Commission, BSE – Sofia and the Central Depository.
ABIRD is an active participant in the Bulgarian capital market, a basic corrective in terms of amendments to the regulation and implementation of the European legislation. Our activities are focused on enhancing the professional qualification of Investor Relations Directors and all of the other officials engaged with investor communication and communication with the institutions on the capital market with the purpose to improve the best disclosure and transparency practices in the activities of public companies and other issuers of securities. We actively cooperate with all institutions and participants in the Bulgarian capital market.
The Association of Bulgarian Investor Relations Directors is a collective member the National Corporate Governance Commission, the Capital Market Development Council in Bulgaria, the Corporate Social Responsibility Council to the Minister of Labor and Social Policy, the Bulgarian Industrial Capital Association. Together with our national partners we strive to make Bulgaria a more attractive place for investments.
Contacts: +359 2 9882413 and [email protected]
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
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/en/
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
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/
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:
To find out more about the benefits of sponsoring and the various packages available, email Sébastien Dutrieu or call on +44 77315 33165.