Agenda

Investors, analysts and award-winning issuers will share best practices. Roundtable discussions will follow panel discussions. Timings are subject to change.

VIEW THE AGENDA AS A PRINTABLE PDF

08:15 AM
Registration, breakfast and morning networking
08:50 AM
Welcome to the think tank

Steven Wade, head of event content, IR Magazine
Mark Troman, deputy head of EMEA equity research, Bank of America
09:00 AM
IR in a 'poly-crisis': Respond to converging macro challenges

Supply chain disruptions, volatile markets and geopolitical tensions each constitute a significant challenge for IR. Together, they are what some have dubbed a ‘poly-crisis’: a complex mix of challenges greater than the sum of its parts. But a poly-crisis is also a ‘poly-opportunity’.

This panel will discuss how IR teams can communicate resilience in uncharted territory and drive value in rapidly changing markets.

• Clarify and respond to increasing market uncertainty
• Navigate evolving supply chain and geopolitical tensions
• Reasons to be optimistic: Key drivers of growth on the road to recovery

Moderator: Steven Wade, head of event content, IR Magazine
Amit Bhalla, SVP head of investor relations, Schneider Electric
Joanna Darlington, partner, FGS Global
Ruben Segura-Cayuela, head of Europe economics, Bank of America
09:30 AM
Fire-side chat: ESG oversight and activism prevention

Companies are increasingly being held to account by their shareholders. A growth in pass-through voting and the growing influence of proxy advisory firms mean that boards, management, and IR teams must deepen their relationship with investor stewardship teams.

ESG issues increasingly feature in European activist campaigns, often alongside themes such as governance matters, potential M&A transactions and other efforts to increase shareholder returns. This session will explore the steps IR teams can take to enhance ESG oversight, prepare for the next AGM and prevent ESG-related activism.

• Understand the trends as it relates to investor stewardship and ESG activism
• Learn how to apply ESG best practices and optimize governance
• Hear how IR should communicate to the board about ESG and climate targets

Moderator: Hemma Visavadia, reporter, IR Magazine
Jana Jevcakova, managing director and head of ESG International, Morrow Sodali
09:50 AM
New ESG priorities: Regulations, reporting and reality

Interest in ESG is at an all-time high. This year the CSRD entered into force, the ISSB is releasing the first of its standards, and the TNFD is launching its final framework. However, many on the buy side still feel there is a disconnect between targets and action and between good storytelling and robust data. Here we discuss how to:

• Prepare for new acronyms: How are standards evolving and aligning?
• Go from targets to action: Investor expectations around transition plans
• Communicate ESG information authentically in an age of increasing ESG fatigue

Moderator: Tim Human, senior reporter, IR Magazine
Simon Gittings, head of IR and corporate communications, Investis Digital
Sophie Platts, group head of sustainability, Entain
Panos Seretis, head of global ESG research, Bank of America
10:30 AM
Roundtables: Communicate long-term resilience to shareholders
11:00 AM
Morning networking break
11:30 AM
Identifying and targeting investors in uncertain times

As markets and the fight for capital evolves, IROs must find effective and creative ways to identify and target investors.

Here we’ll be sharing advice on how to engage with an increasingly dynamic market, fine-tune your company story, leverage new technologies to maximize the efficiency of your outreach and communicate with a wide range of investors.

• Access new sources of capital as the market and shareholder bases evolve
• Discuss the shift from active to passive investment is changing targeting strategies
• Understand different approaches to targeting investors in a range of geographies

Moderator: Steven Wade, head of event content, IR Magazine
Tish Crawford-Jones, director of IR, Q4
Mia Nordlander, SVP, investor relations, Kambi
Sarah Spray, head of investor relations, Maersk
12:00 PM
Fire-side chat: Growing and strengthening your retail shareholder base
The last three years has seen a real shift in regulatory support and policy around broader retail investor and stakeholder inclusion. In this fire-side chat we’ll be looking at the implications of this on IR teams and how best to target and maintain your retail shareholder base.
- Understand the changing relationship between public companies and retail shareholders as markets evolve
- Discuss the benefits and burden of increasing retail ownership and advice on managing this balance
- Learn specific examples of effective retail engagement strategies
Moderator: Steven Wade, head of event content, IR Magazine
James Deal, co-founder and head of UK, PrimaryBid
12:20 PM
The 'new normal': Shareholder engagement and re-engagement in a hybrid world

More than three years have passed since Covid-19 was declared a global pandemic, and companies are still figuring out the right balance between in-person and virtual meetings.

But how has the conversation changed? Which companies are leading the way when it comes to hybrid engagement, and what new tools and technologies enable IROs to connect better with their shareholders?

• Learn how other IR teams are rethinking their virtual/in-person balance
• Understand different geographical expectations around direct and indirect engagement
• Best-in-class roadshows, capital markets days and other events in a hybrid world

Moderator: Laurence Taylor, senior conference producer, IR Magazine
Ben Riley, head of business development, Lumi
Müge Yücel, director of IR and sustainability, Galata Wind
12:50 PM
Roundtables: Targeting and engagement best practices
13:15 PM
Lunch
14:15 PM
Leveraging new technology to enhance your IR program

There is debate over the impact tools like ChatGPT will have on investor relations. Still, there is no doubt that automation and AI are transforming multiple industries and presenting entirely new risks and opportunities for IROs.

In this panel, we will discuss the key trends in automation and AI that IROs should be watching out for and share advice on how to effectively use (and not use) these technologies to enhance your IR program.

• An overview of the biggest technological trends impacting IROs today
• Debate the risks, opportunities and limitations of automation and AI in IR
• Case studies: Effective application of automation and AI to enhance productivity

Moderator: Lauren McDonald, conference producer, IR Magazine
Erik Carlson, COO and CFO, Notified
Irina Logutenkova, head of IR, Getech
14:45 PM
The evolution of IR talent: Setting yourself and your team up for success

The role and perception of IR have evolved significantly over the last few years, with many IROs becoming increasingly involved in other sides of the business and taking on more responsibilities.

Here we explore what the trend towards more diverse and adaptable talent means for the career prospects of IROs, the development of teams and the future of the profession as a whole.

• Understand and respond to changing management expectations of IROs
• Share career development strategies to future-proof your IR team
• After IR: Learn the next steps for IROs looking to move into managerial roles

Moderator: Lauren McDonald, conference producer, IR Magazine
Thomas Kudsk Larsen, former SVP head of communication and investor relations, Sobi
15:05 PM
Roundtables: Tips on upskilling and modernizing your IR team
15:35 PM
Investor Q&A: Understand investor priorities in 2023 and beyond

During this open Q&A session, our panel of investors will address any concerns and questions about what to expect in 2023. This is your chance to engage directly with a range of investors on various topics, including:

• Opportunities and concerns for the buy side in the context of market uncertainty
• Learn which sectors and industries European investors are focusing on in 2023
• Understand investors’ red and green flags when it comes to engaging with IROs

Moderator: Steven Wade, head of event content, IR Magazine
Camilla Ayling, fund manager, Legal & General Investment Management
Heinrich Ey, director and co-CIO, European small-mid caps, Allianz Global Investors
Jonas Hoersch, portfolio manager, Walleye Capital
16:15 PM
Closing remarks and end of think tank

Steven Wade, head of event content, IR Magazine

Speakers

To inquire about speaking opportunities contact [email protected] or +44 20 8004 4818

Hemma Visavadia
Reporter
IR Magazine
Sophie Platts
group head of sustainability
Entain
Joanna Darlington
Partner
FGS Global
Camilla Ayling
Fund manager
Legal & General Investment Management

Camilla is an equity fund manager at LGIM in London. Camilla joined LGIM in 2019 from Rathbones, and prior to that she worked at Barclays. Camilla was featured in Citywire’s 2019 ‘Top 30 under 30’ list, was awarded Investment Analyst of the Year at the 2020 Women in Investment Awards, and was a finalist at these awards in different categories on numerous other years. Camilla graduated from the University of Bath with a BSc (Hons) degree in Economics. Camilla is a CFA charterholder and holds the Investment Management Certificate, the PRI’s Foundations in Responsible Investments qualification and the CFA Certificate in ESG Investing.
Amit Bhalla
SVP – head of investor relations
Schneider Electric

Amit Bhalla is the Senior Vice President and Head of Investor Relations at Schneider Electric based in London. Amit started his career in consulting and has over the years worked in diverse corporate and finance leadership roles in multinational corporations across UK, Singapore, China, France and India. Amit is a qualified Chartered Accountant with management courses from Insead and UNC.
Erik Carlson
COO and CFO
Notified

Erik Carlson is chief operating officer and chief financial officer at Notified, a technology partner for investor relations, public relations, and marketing professionals. He brings over 10 years of M&A, strategic finance, and business transformation experience across private equity portfolio companies in technology, media, pharmaceuticals, and consumer products. Prior to Notified, he was senior vice president of M&A integration at Intrado and director of M&A and strategy advisory at PwC.
Tish Crawford-Jones
Director of IR
Q4
James Deal
Co-founder and head of UK
PrimaryBid

James Deal is Co-Founder and Head of UK at PrimaryBid. He was previously at JP Morgan Cazenove for 15 years where he ran UK Midcap Equities and Corporate Broking. Prior to this he worked at Numis Securities and Dresdner Kleinwort Benson. He has a BSc in Business Economics from Durham University.
Heinrich Ey
Director and co-CIO, European small-mid caps
Allianz Global Investors

Heinrich Ey has worked at Allianz Global Investors since April 2006. He is Co–CIO for European Small caps since 2016 and manages in his function retail and institutional money together with a team of 5 members. Before taking on his current role, he was managing an analyst team of six regional telecom and media analysts and covering 30 telecom stocks with his own modelling and formal recommendations. He was also the lead portfolio manager for the Allianz Telemedia funds, which has won several awards from Lipper and Euro Finanzen in the last couple of years. His focus had been also on digital disruption trends and their impact on traditional business models within his industries, and he is part of the jury for the German Stevie Awards since 2016.

Before taking on this 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 in 1995 as a buy–side trader for equity, fixed income and derivatives at Allianz.
Simon Gittings
Head of IR and corporate communications
Investis Digital

As Creative Director at Investis Digital, Simon leads clients and our in-house teams through the creative process balancing business aspirations and resources to craft brand experiences that drive audience behaviours and positive outcomes. He’s worked with many companies during periods of change and disruption helping them to communicate with clarity during uncertain times.

Simon believes that data and insight are key to not just delivering business success but are fundamental to creating engaging digital experiences. In building meaningful connections with corporate audiences, he aspires to not just meet the needs and expectations of audiences but create moments of delight.

He works across the full spectrum of Investis Digital engagements from corporate and B2B websites to employer branding and recruitment campaigns and has helped clients win a variety of industry awards. 

Simon has worked with a broad range of FTSE 100 and international clients including Vodafone, ASOS, British Land, Puma, and Rolls-Royce.   
Jonas Hoersch
Portfolio manager
Walleye Capital

Jonas joined Walleye’s London office as a portfolio manager in October 2022 managing an Equity Long/Short portfolio of industrial stocks. Prior to joining Walleye, Jonas spent close to 5 years at Millennium where he focused on industrials. His background is in equity research, with prior experience as an equity research analyst covering European capital goods at Deutsche Bank. Jonas graduated from the University of Oxford with a B.A. in Philosophy, Politics and Economics. He is a CFA charterholder and holds the Certificate in ESG Investing by CFA Society UK.
Tim Human
Senior reporter
IR Magazine
Jana Jevcakova
Managing director, corporate governance
Morrow Sodali
Thomas Kudsk Larsen
Former SVP head of communication and investor relations
Sobi
Irina Logutenkova
Head of IR
Getech
Lauren McDonald
Conference producer
IR Magazine

Lauren McDonald is a conference producer at IR Magazine and Corporate Secretary. She brings a wealth of experience from her past roles in campaign organising for The Labour Party in Leeds and Tower Hamlets.

Lauren holds a Masters degree in the History of Race & Resistance and a Bachelors degree in American History & Politics, both from prestigious universities. She uses her expertise and knowledge to inform her current work and ensure high quality outcomes.

In her free time, Lauren is actively involved in a number of charitable causes. She has volunteered with the Girl Guides, the Los Angeles LGBT Center, and regularly donates her time to political campaigns in and around London.

In her role as conference producer at IR Magazine and Corporate Secretary, Lauren is passionate about providing the best experience to all stakeholders and ensuring all events she produces are of the highest quality.
Mia Nordlander
SVP, head of IR
Kambi
Nick Osborne
Head, distribution, investment content
PrimaryBid

Nick Osborne is Head of Distribution and Investment Content at PrimaryBid. Prior to this, he was co-manager of BlackRock’s UK Absolute Alpha Fund. He was also Head of Research for BlackRock’s UK equity team and a Director at the company. He began his career in 1999 when he joined Merrill Lynch Investment Managers as an investment analyst, working on the UK and Emerging Market teams. Merrill Lynch Investment Managers subsequently merged with BlackRock in 2006. Mr Osborne has a BSc in Economics from Bristol University and holds the Chartered Financial Analyst (CFA) qualification.
Ben Riley
Head of business development
Lumi

Ben Riley is one of the UK’s leading AGM and Investor Relations experts and has wide ranging experience of delivering successful AGMs and shareholder engagement days across the global marketplace, acting for both Issuers and non-listed organisations.

His technical expertise has helped companies successfully harness the power of virtual and hybrid meetings and, coupled with Lumi’s leading on-premise capabilities, has delivered hundreds of successful physical, hybrid and virtual AGMs and Investor Relations meetings.
Ruben Segura-Cayuela
Head of European economics research
Bank of America Merrill Lynch

Ruben Segura-Cayuela is a Managing Director and the head of Europe Economics Research. The Europe economics team was ranked #1 in the 2019, 2020 and 2021 II Global Fixed Income Research Survey. Prior to joining the firm, Segura-Cayuela was a senior economist at the International Affairs Directorate of Banco de España, where he was responsible for the coverage of global fiscal and structural policies as well as macroeconomic analysis and academic research. He has also worked as an advisor in macroeconomic and financial issues to the Deputy Minister for Economic Affairs in Spain. Segura-Cayuela was awarded a PhD in Economics from the Massachusetts Institute of Technology and holds a master’s degree in Economics and Finance from CEMFI.
Panos Seretis
Head, global ESG research
Bank of America Merill Lynch
Sarah Spray
Head of IR
Maersk Group
Laurence Taylor
Senior conference producer
IR Magazine
Mark Troman
Deputy head of EMEA research
Bank of America

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.
Steven Wade
Head of event content
IR Magazine
Müge Yücel
Director of IR and sustainability
Galata Wind

Our attendees say

"Possibilities to network. Great and balanced Agenda"

Anonymous

"Opportunity to hear from and discuss topical issues with peers. Thought the roundtables were a very positive innovation"

Bridgepoint

"Good attendance and opportunity to cover a wide range of topics, prompting different ways to consider IR, across one day"

Gemfields Group

"The interactive nature of the table discussions is really valuable. Not only a great way to network with other IROs but a really useful way to share experiences and best practice"

Amigo Holdings

"Highly informative, well run"

Zotefoams

"Congratulations to all involved in the event. I know what a huge undertaking this is. Great to see the IR Magazine being proactive and topical in terms of sessions, i.e. AI"

Anonymous

Who attends our events

Our attendees are leading IR practitioners with an established track record and strategic IR roles within their company.

Below is a sample list of the 2023 attendees:

Job title	Company	Job title	Company
Associate director	BioNTech	Director, IR	Teck Resources
Associate director, IR	Lloyds Banking Group	Director, IR	YouGov
Associate director, IR & communications	Liminal BioSciences	Director, IR, sustainability	NCC Group
Chief of staff to CFO, head of IR	Ignitis Group	Group financial controller, head of IR	Bakkavor Group
Corp director, capital markets & treasurer	Mapfre	IR director	Ermenegildo Zegna
Director IR, sustainability	IRES REIT	IR director	Reach
Director, ESG	Vedanta Resources	Senior director	Willis Towers Watson
Director, head of distribution	Gravis	Senior director, IR	Infineon Technologies
Director, IR	Alcon	Senior director, IR, communications	Verona Pharma
Director, IR	BT Group	SVP, head of IR, communication	Swedish Orphan Biovitrum
Director, IR	Burberry	SVP, IR, corporate development	Agilyx
Director, IR	Fever-Tree	VP treasury, IR	SUSE
Director, IR	GSK	VP, IR	PMI
Director, IR	Metro Bank	VP, IR	Technip Energies
Director, IR	Shurgard	VP, IR, corporate communications	ADC Therapeutics

Request full attendee list

Become a partner

Why partner with us?

Our events provide a unique opportunity to get in front of some of the most influential people in the IR community globally. As a partner, 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 region.

Being a partner 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

We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Think Tank – Europe. Get in touch with Ross Ingram or call on +44 78265 38072.

Inquire about partnership

Partners

FGS Global

FGS Global

Think Tank Partners
Investis Digital

Investis Digital

Think Tank Partners

Investis Digital [iDX] is a tech-enabled digital communications company that helps global brands eliminate

waste and elevate connections across secure and enabled channels.

Through our proprietary ConnectedContent™ approach, we uniquely combine human intelligence,

content, media and technology to tell your stories seamlessly and create compelling communications. Our team of IR consultants and end-to-end solutions (including thousands of digital tools, 60+ stock exchange feeds, 40+ languages, custom and express websites, webcasts and performance reports) are available to help you build deeper connections with all of your stakeholders.

We deliver results via a combination of 20+ years of experience, technology and 24/7 service. We support all aspects of curation, creation, orchestration, delivery and measurement for more than 1,600 global clients including Rolls-Royce, Vodafone, Heineken and more.

Visit InvestisDigital.com to learn more.
Lumi Global

Lumi Global

Think Tank Partners

Lumi is the dominant player globally in the provision of software and real-time audience engagement technology to facilitate Annual General and Investor Relations meetings for Companies (whether listed or non-listed), Associations, Legislative Bodies, Membership Organizations, and Partnerships. Based on proprietary, patented technology, Lumi provides software, hardware, and services that assist registrars, Investor Relations Officers, or event organizers to register delegates and provide live, secure polling, Q&A management services, and relevant reporting.

Lumi has offices in 12 countries across Europe, APAC, The Middle East, Africa, and the Americas.

Lumi’s platform not only provides efficient and secure solutions for annual or quarterly meetings but also supports companies in their efforts to reduce their carbon footprint. With the rise of ESG concerns, many companies are seeking ways to minimize their environmental impact, and Lumi’s platform provides a viable solution. By facilitating virtual attendance for stakeholders and shareholders, Lumi enables companies to reduce travel-related emissions and paper usage. This not only reduces the environmental impact of meetings but also provides a cost-effective and convenient solution for attendees who may not be able to travel to the meeting location. By leveraging Lumi’s platform, companies can demonstrate their commitment to ESG principles while enhancing engagement with their stakeholders.

For more information, visit: https://www.lumiglobal.com/investor-relations.
Morrow Sodali

Morrow Sodali

Think Tank Partners

Morrow Sodali is the leading global consultancy specializing in shareholder services, corporate governance, proxy solicitation and capital markets transactions. The firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including: mergers and acquisitions, annual general and extraordinary shareholder meetings, dissident and contested campaigns, shareholder activist initiatives and multinational cross-border equity and debt transactions.

From headquarters in New York and London and nine offices in major capital markets, Morrow Sodali serves more than 700 corporate clients in 40 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include mutual funds, stock exchanges, membership associations and activist investors.

For more information, visit morrowsodali.com
Notified

Notified

Think Tank Partners

Notified is the world’s only communications cloud for events, public relations, and investor relations to drive meaningful insights and outcomes. Notified IR Cloud lets you manage stakeholder communications and regulatory requirements to maximize shareholder value. Tell your investment story with high-impact, multi-channel solutions – earnings announcements, press releases, webcasting, virtual events, and IR websites. Visit Notified.com to learn more.
PrimaryBid

PrimaryBid

Think Tank Partners

Powering retail investor inclusion – PrimaryBid capital markets solutions help companies access retail investors at IPO and during follow-on equity and debt fundraises with sophistication and control. But access isn’t enough. Communicating with retail effectively and in a controlled, compliant fashion is important too. PrimaryBid’s Retail IR solutions help target this growing investor audience with the right messages, leveraging our financial promotion capabilities and assurance. Retail doesn’t need to be a black box. We make Retail IR easy to access and easy to maintain communications with this vital investor cohort.
Q4

Q4

Think Tank Partners

Q4 Inc. (TSX: QFOR) is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.

The Q4 Platform facilitates interactions across the capital markets through IR website products, virtual events solutions, engagement analytics, investor relations CRM, shareholder and market analysis, surveillance, and ESG tools. The Q4 Platform is the only holistic capital markets access platform that digitally drives connections, analyzes impact, and targets the right engagement to help public companies work faster and smarter.

The company is a trusted partner to more than 2,650 public companies globally, including many of the most respected brands in the world, and maintains an award winning culture where team members grow and thrive.

Q4 is headquartered in Toronto, with offices in New York and London. Learn more at www.q4inc.com.

IR MAGAZINE THINK TANK – Europe
Exclusively for heads of IR

Thursday, June 22, 2023

About the think tank

Agenda

Speakers

Our attendees say

Anonymous

Bridgepoint

Gemfields Group

Amigo Holdings

Zotefoams

Anonymous

Who attends our events

Become a partner

Partners

Key insights into IR best practices

Best Practice Report: Taking a strategic approach to investor targeting

Best Practice Report: Recognizing and predicting activist shareholders

Best Practice Report: Innovating with earnings calls

Register your interest

Gallery

Contact us

Privacy Policy

IR MAGAZINE THINK TANK – EuropeExclusively for heads of IR

Thursday, June 22, 2023

About the think tank

Agenda

Speakers

Our attendees say

Anonymous

Bridgepoint

Gemfields Group

Amigo Holdings

Zotefoams

Anonymous

Who attends our events

Become a partner

Partners

Key insights into IR best practices

Best Practice Report: Taking a strategic approach to investor targeting

Best Practice Report: Recognizing and predicting activist shareholders

Best Practice Report: Innovating with earnings calls

Register your interest

Gallery

Contact us

Privacy Policy

IR MAGAZINE THINK TANK – Europe
Exclusively for heads of IR