Bank of America offices, London
The IR Magazine Think Tank – Europe took place on Thursday, June 20 in London and was an invitation-only event exclusively for senior IR officers. Our think tanks are 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 setup as the event consists 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 is attributed, allowing 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 for 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.
Click here to see the full agenda as a PDF
All times displayed are in BST
08:15 AM
Registration, breakfast and morning networking
08:50 AM
Welcome to the think tank
Laurie Havelock, editor, IR Magazine
08:55 AM
Opening remarks
Mark Troman, deputy head of EMEA equity research, Bank of America
09:00 AM
Navigating the equity downturn: Shareholder engagement best practices in 2024
With UK equities out of favor and a generally sluggish outlook pervading capital markets across Europe, IR professionals face an uphill struggle when attracting, engaging and communicating with shareholders.
This panel will explore practical strategies and best practice for IR teams to adapt their approach and plot a course through this challenging period.
• Discover how your peers are identifying and engaging potential investors within a turbulent landscape
• Learn how to diversity targeting efforts to reach new investor pools, both domestically and internationally
• Hear how to foster transparent, proactive, and empathetic communication during periods of market volatility
• Understand how changing stock-flow dynamics can help you anticipate shifts in your shareholder base and tailor your engagement strategies accordingly
Moderator: Laurie Havelock, editor, IR Magazine
Geoff Callow, head of IR, Ecora Resources
Evelyn Herrmann, managing director and Europe economist, Bank of America
Martin Railton, head of advisory EMEA, S&P Global Market Intelligence
09:30 AM
Tech-Forward IR: Harnessing innovation for impactful investor engagement
In today’s fast-paced and digitally-driven investment landscape, IR teams must always be on the lookout for tools that can streamline and simplify their basic functions. Yet, when it comes to leveraging the latest technological advancements, it can be challenging to work out what options are out there and how they can work for you.
In this panel, our expert speaker will discuss the transformative power of advanced tech with a particular focus on optimizing investor days, capital market days and virtual shareholder events.
• Learn how to leverage AI-powered analytics to gather real-time insights on investor behavior, sentiment and engagement during events, enabling more personalized and impactful content delivery
• Explore new tools that can create immersive and interactive experiences for remote and hybrid investor audiences
• Discover how to automate administrative tasks and free up your time to focus on strategic priorities and building investor relationships
Moderator: Laurie Havelock, editor, IR Magazine
France de Sury, head of IR, Groupe BPCE
Darrell Heaps, founder and CEO, Q4
Isabel Vilela, head of investor relations and corporate communications, GoviEx Uranium
10:00 AM
Modernising your Investor Day: Building a must-attend event
Investor days are evolving rapidly, with changing formats, higher production values, and greater integration of technology. But how can you ensure your next investor day attracts and resonates with the right audience?
In this session, our panel of IR experts will provide a comprehensive look at planning and executing a best-in-class investor day:
Moderator: Lauren McDonald, conference producer, IR Magazine
Sebastian Grabert, director of investor relations and corporate finance, HomeToGo
Sylvie Harton, chief business strategy officer, Lumi Global
10:30 AM
Roundtables
AI power hour: Exchanging tips and tricks
11:00 AM
Morning networking break
11:30 AM
Bridging the IR skills gap: Navigating change and evolving competencies
The IR world is constantly evolving and with it, the role of the IRO. Driven by technological advancements, evolving regulatory requirements and changing investor needs, IR teams must be vigilant as to what skills and expectations are imperative to have not only now, but further down the line.
This panel will explore the key competencies and skill sets required for IR professionals to thrive in the modern IR ecosystem, with a focus on addressing the skills gap and on practical strategies for continuous development.
• Hear about the impact of new market conditions and incoming regulatory changes on evolving skill sets for “the IRO of the future”
• Learn how to leverage training programs, mentorship and cross-functional collaboration to bridge the skills gap
• Discover how to take ownership of your career development and stay ahead of the curve
Moderator: Noemi Distefano, reporter, IR Magazine
Marina Calero, former group head of IR and ESG, Hyve Group
Jane Henderson, investor relations manager, BAT
12:00 PM
ESG - Regulatory shifts, investor expectations, and effective narrative-building
As the ESG landscape continues to evolve, IR teams are faced with the challenge of navigating a complex web of regulatory requirements, reporting frameworks and investor expectations. Across Europe, companies are grappling with new disclosure mandates, such as the EU Sustainable Finance Disclosure Regulation (SFDR) and the Corporate Sustainability Reporting Directive (CSRD), each with its own unique set of guidelines and metrics.
This panel will provide IR teams with the essential insights and practical guidance to effectively synthesize the most relevant ESG data and communicate a compelling and concise narrative to investors.
• Identify the most material ESG metrics and indicators that are relevant to your business and investors
• Explore emerging ESG-related trends and themes that are shaping investor sentiment and decision-making
• Learn techniques for distilling complex ESG data and information into clear, concise and impactful communications
• Explore methods for aligning internal stakeholders to ensure consistency in ESG-related communications
Moderator: Steven Wade, head of content, IR Magazine
Federico Rubin, investor relations analyst, Pirelli & C
Panos Seretis, managing director and head of global sustainability research, Bank of America
Rodolfo Svara, investor and ESG relations officer, Assicurazioni Generali
12:30 PM
Elevating the strategic impact of investor relations: Forging a powerful partnership with the C-Suite
In a public company, the C-suite must find the balance between multiple competing priorities to ensure they are always driving shareholder value. A symbiotic relationship with the IR team is critical to this project and a shared understanding of company strategy central to its success.
In this session, you will:
• Gain insights into how the C-suite defines and measures the success of a high-performing investor relations function
• Discover practical approaches for fostering a collaborative partnership between the IR team and the C-suite that allows for constructive discussion of management’s strengths and weaknesses
• Understand the strategic considerations for expanding the IR department against a backdrop of resource constraints
• Learn effective strategies for investor relations professionals to assert their vital role within the organization
• Discuss the best methods to keep management informed of investor sentiment
Moderator: Lauren McDonald, conference producer, IR Magazine
Michael Hufton, founder and managing director, ingage
Christian Kern, Director of IR, Telefónica Deutschland
Irina Zhurba, head of IR and sustainability reporting, Mister Spex
13:00 PM
Roundtables
13:30 PM
Lunch
14:30 PM
Unlocking the secrets of your stock's trading dynamics: Strategies for success
As an investor relations professional, having a comprehensive understanding of how your company’s stock is traded is paramount to driving effective shareholder engagement and optimizing your overall IR strategy. Far beyond just the transparency concerns raised by the proliferation of dark pool trading venues, the intricate web of trading mechanisms, market participants, and stock flow patterns can have a profound impact on the perception and valuation of your organization.
This panel will provide IR teams with a deep dive into the complex trading landscape, equipping you with the knowledge and tools to unravel the mysteries surrounding the trading of your company’s shares.
• Gain a thorough understanding of the diverse trading venues and market participants involved in the trading of your stock, from traditional exchanges to alternative liquidity pools
• Learn how to track and interpret the movement of your company’s shares, identifying key shifts in ownership to understand who is trading your stock and why
• Uncover the tools and analytical frameworks that you can employ to gain deeper insights into your investor base to make more informed, data-driven decisions around engagement
• Discuss how to navigate transparency issues in your shareholder base when trying to understand the full picture of your company’s trading landscape
Moderator: Lauren McDonald, conference producer, IR Magazine
Gabriel Gonzalez-Gutierrez, investor relations and ESG manager, Rolls Royce
Neddy Yahya, senior cash trader, Bank of America
15:00 PM
Cutting through the noise: Maintaining messaging consistency amid data overload
With ever-evolving disclosure requirements, crowded capital markets and constantly changing investor expectations, IR teams face a sizeable challenge in getting their message across to target audiences.
In this panel, our speakers will discuss how to navigate the data overload and ensure IR teams are communicating their narrative in a clear, concise and resonant manner.
• Learn how to develop a cohesive messaging framework to align internal stakeholders and ensure consistency across all investor touchpoints
• Discuss how to prioritize and distill the most relevant data for your communications
• Hear how to strategically adapt messaging to address evolving regulatory requirements and investor information preferences
• Discover the most effective digital channels and content platforms for different audiences and how to strategically utilize each one
• Consider how to align IR and corporate communications for greater consistency and resource maximization
Moderator: Steven Wade, head of content, IR Magazine
Erik Carlson, COO, Notified
Simon McGough, president, IR, Wood Group
Sandra Novakov, managing director of investor relations, Morrow Sodali
15:30 PM
Investor Q&A: Ask the buy-side
In this interactive Q&A session, we’ve assembled an expert panel of investors to provide you with an inside look at their priorities, concerns, and areas of focus for the year ahead. This is your opportunity to engage directly with a diverse range of buy-side perspectives and gain valuable insights to enhance your investor relations strategies.
• Hear an investor perspective on the current market environment, areas of opportunity, and potential risks that are shaping their decision-making processes
• Learn what buy-side expectations are when it comes to interacting with IR teams
• Uncover the critical factors that influence investor perceptions, including the information they value most and the potential deal-breakers that can impact their investment decisions
Moderator: Steven Wade, head of content, IR Magazine
Eloise Veillet, portfolio manager, formerly Redwheel International
Gervais Williams, head of equities, Premier Miton Investors
16:15 PM
Closing remarks and end of think tank
Steven Wade, head of event content, IR Magazine
Eloise Veillet
Equity portfolio manager
Formerly Redwheel International
Eloise is an Equity Portfolio Manager with a 25-year career in Finance. Most recently she successfully launched and managed Redwheel International Strategy, which outperformed its benchmark since inception delivering strong returns. Prior to Redwheel, Eloise was a Hedge Fund Global Consumer Portfolio Manager at Bell Rock Capital for over 5 years. She also served as an Analyst and Portfolio Manager at DSAM and Marble Bar Asset Management in London. Eloise began her career in Finance in 1998 and spent the first part of her career as a Sell Side Research Analyst at Morgan Stanley and Societe Generale. Eloise holds an MBA from INSEAD and a Masters from Paris Business School
Gabriel Gonzalez-Gutierrez
Investor Relations & ESG Manager
Rolls Royce
Gabe joined the Investor Relations team in October 2022. He began his career as an Aeroelasticity Technical Specialist in 2010 at Rolls-Royce, where he spent over a decade leading R&T projects, aero-engine design and certification, and in-service safety investigations across the Aerospace industry. From 2018 to 2019, Gabe served as Chief of Staff to the Chief Technology Officer. He is a Chartered Engineer and holds a PhD in Energy Engineering.
Darrell Heaps
Founder and CEO
Q4
Darrell Heaps is a serial entrepreneur who has spent his career building innovative software companies. As the Founder and CEO of Q4, Darrell is a visionary leader in cloud-based investor relations solutions and has been at the forefront of innovation in the industry by spearheading the creation of the AI-driven IR Ops Platform. Together with the global Q4 team, Darrell is redefining investor relations by delivering data, insights, and smart workflows that empower IR teams to focus on their strategic priorities. Darrell studied Business and Computer Science at York University.
Isabel Vilela
Head of investor relations and corporate communications
GoviEX Uranium
Mrs. Isabel Vilela heads Investor Relations and Corporate Communications at GoviEx, where she serves as a key member of the Executive Team. In addition to her primary role, Mrs. Vilela is also responsible for Stakeholder Engagement and Community Development initiatives across GoviEx’s main projects and contributes significantly to the development and implementation of the company’s ESG (Environmental, Social, and Governance) strategy.
With extensive experience in the mining, materials, and renewables industries, Mrs. Vilela has previously held prominent positions at Hochschild Mining plc, Cookson Group plc, and Clipper Windpower plc.
Mrs. Vilela is an active member of the Communications and ESG groups at the World Nuclear Association and is currently advancing her expertise by pursuing a Master’s degree in Sustainable Development at the University of Sussex.
Mrs. Vilela has a keen interest in artificial intelligence, particularly its applications in investor relations and ESG. She is enthusiastic about leveraging AI to enhance communication strategies and stakeholder engagement.
France de Sury
Head of investor relations
Groupe BPCE
France de Sury is Head of Groupe BPCE Investor Relations since September 5th, 2022.
France has over 20 years’ experience, including 15 with Groupe BPCE and Natixis. She
began her career in 1995 at Crédit Lyonnais, first in Tokyo and then in Paris. In 1999 she
joined Crédit Agricole in the General Audit Division, before joining IXIS Capital Markets
(now Natixis), New York in 2000 as Head of Financial Reporting and Regulatory Control.
She moved to Natixis’ Head Office in 2005 as Head of Transversal Department, Capital
Markets Middle Office, and in 2007 was made responsible for Central Financial Planning of
Investment Banking activities. In 2009, France joined Groupe BPCE Risk Department as
Head of Consolidated Risks Analysis. In 2014, France moved to Hong Kong to be Executive
Director, Head of Debt Investor Relations for Asia Pacific. From 2019 until taking up her
current position, France was Deputy Head of Investor Relations based in Paris. As of
September 5, 2022, she has been appointed Head of Groupe BPCE Investor Relations.
France has a Master of Economics from the Institute of Political Science of Grenoble, France
(Sciences Po), and a master degree in management, major in finance, from EM Lyon
Business School, France.
Simon McGough
President of investor relations
Wood Group
Simon has been President of Investor Relations at Wood Group since 2021. Prior to that he was Director of IR at Babcock International, an aerospace and defence company, from 2018-2021. He was previously Head of Investor Relations at Johnson Matthey Plc, a chemicals company. Before that, Simon worked at Vodafone for a number of years including roles in business intelligence, commercial finance and investor relations. He is a Chartered Accountant and started his career with KPMG. He also sits on the Investor Relations Best Practice Committee.
Michael Hufton
Founder & managing director
ingage
Michael founded ingage in 2013 to provide Enterprise software solutions enabling easy, efficient engagement between companies and investors. Prior to this, Michael spent 18 years in the capital markets, 10 as a portfolio manager and buy-side analyst and 8 on the sell-side at Cazenove & Co, where he was a partner.
ingage designs, builds and licences specialist Investor Relations (IR) software in a subscription model. Building on traditional IR CRM, the ingage platform is a comprehensive Investor Relations software suite that helps power world class equity and debt IR, Sustainability and CoSec teams at quoted and unquoted corporate issuers globally.
Marina Calero
Former group head of IR and ESG
Hyve Group
Marina is a seasoned IR professional with extensive experience across various sectors and geographies. Having trained at Marks & Spencer, she advanced to international advisory IR roles in Europe and Emerging Markets developing and executing complex strategies while contributing to a variety of capital markets transactions including over 30 IPOs raising in excess of US$40bn. Over the last seven years Marina focused on building in-house IR and ESG capabilities as a Head of IR and Sustainability at a number of FTSE 250 companies. In her latest role at a global events company, Hyve Group, she navigated through a number of significant M&As, multi-jurisdictional disposals, equity raises, a significant refinancing and eventually a PE buy-out.
Marina is a founder and host of the IRO Coffee Break network, the largest independent peer-to-peer network in Europe, facilitating monthly discussions among senior IR professionals. She is also a member of the IR Magazine editorial advisory board.
Sylvie Harton
Chief business strategy officer
Lumi Global
Sylvie Harton is the chief business strategy officer at Lumi Global where she leads Lumi’s future growth strategy. Prior to her role at Lumi, Harton was SVP, Strategy & Global head of IR and PR solutions at Notified where she led M&A, strategic partnerships and P&L for its global IR and PR solutions business.
Federico Rubin
Investor relations analyst
Pirelli & C
Federico joined Pirelli in 2022. He earned a degree in Business Administration with major in Finance and Accounting at SAA – School of Management, University of Turin, after a semester at the University of Brighton, UK. Before graduating he gained experience in a French multinational company, as well as a Belgian consulting firm in Brussels.
Jane Henderson
Investor relations manager
BAT
Jane is an experienced IRO with both an in-house and advisory background. Jane joined the Investor Relations team at BAT in 2023, after working in the Investor Relations team at Tesco. Originally on the sell-side, Jane worked in the City for 20 years – at Citigroup (Equity Research and Corporate Access, working in both New York and London) and then Exane BNP Paribas, providing Corporate Access and IR advisory services to their corporate clients. Jane has a PhD in Animal Behaviour from Bristol University.
Rodolfo Svara
Investor and ESG Relations Officer
Assicurazioni Generali
Being part of Generali’s Investor & Rating Agency Relations team since 2009, Rodolfo pioneered and subsequently led the company’s ESG investor communication efforts.
Having obtained the ESG Investing Certificate from the CFA UK in 2021, Rodolfo’s contributions have significantly advanced Generali’s engagement and transparency with ESG-focused investors.”
Irina Zhurba
Head of investor relations and sustainability reporting
Mister Spex
Irina Zhurba serves as the Head of Investor Relations and Sustainability Reporting at Mister Spex. In this role, she is responsible for communicating the company’s strategy and business initiatives to the investor and shareholder community, as well as overseeing sustainability reporting efforts.
Prior to her current position, Zhurba established the Investor Relations department at fashionette AG. Previously, she held various positions at Metro AG. She holds a BS in Accounting and Finance from the University of Hong Kong.
Christian Kern
Director, investor relations
Telefónica Deutschland
Christian Kern is Director Investor Relations of Telefónica Deutschland since 2020. He transferred from Telefónica Group which he joint as Director of Investor Relations in 2018 from STJ Advisors where he was regional Chairman & Managing Director. Prior to these appointments, Christian has been Head of European Equity Research at J.P.Morgan based in London. Under his leadership J.P.Morgan’s European Equity Research Department has achieved Top3 firm ranks in the All-Europe Institutional Investor Survey in 2016 and 2015. Prior to this, Christian has been Head of CEEMEA (Ex-Russia) Equity Research as well as MENA Equity Research based in Dubai and a long standing top-rated Telecoms analyst. Christian joined J.P.Morgan from Lehman Brothers in London where he has been Co-Head of the Telecoms team that was consistently No1 ranked in the All-Europe Institutional Investor Survey (2002-2008). His earlier responsibilities include 8 years with Citi as Director in London and he has worked in corporate finance for Communications Equity Associates in New York as well as goetzpartners in Munich. Christian gained an MBA with a major in finance from Columbia Business School in New York and an MS in engineering from Technical University of Munich.
Evelyn Herrmann
Managing director and Europe economist
Bank of America
Evelyn Herrmann is a Managing Director and Europe Economist in the European
Economics team at BofA Global Research. She is based in Paris, focusing on Euro
area core countries. The Europe economics team was ranked #1 in the 2019, 2020
and 2021 II Global Fixed Income Research Survey.
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 previously 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.
For more information about any awards cited, visit https://rsch.baml.com/awards
Geoff Callow
Head of investor relations
Ecora Resources
Geoff is a financial communications and investor relations specialist with over 20 years’ experience. In that time Geoff has led investor relations functions though multiple equity and debt issuances, M&A transactions and activist situations. Geoff holds the Investor Relations Society Diploma in IR and is the Co-Chair of the Society’s Best Practice Committee. Geoff joined Ecora Resources as Head of IR in April 2022.
Erik Carlson
COO
Notified
Erik Carlson is chief operating 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.
Sandra Novakov
Managing director of investor relations
Morrow Sodali
Sandra joined Morrow Sodali in October 2023 as Managing Director, responsible for developing and overseeing the firm’s investor relations advisory offering for clients across EMEA.
She has extensive IR experience, having worked with more than 100 listed and private companies globally as their IR advisor or outsourced Head of IR over a period of more than 20 years.
Prior to joining Morrow Sodali, Sandra led the IR practice at Citigate Dewe Rogerson, providing board-level communications counsel on IPOs, capital restructurings, de-listings, M&A, shareholder activism, bond offerings, crisis management and ongoing engagement with debt and equity analysts and investors.
Her experience spans a wide range of sectors, with a particularly strong track record in TMT, financial services, and natural resources. As part of her role, Sandra is also involved in supporting clients with sustainability reporting and engagement.
Sandra sits on the UK Investor Relations Society’s Membership Committee and is a regular speaker at industry conferences across EMEA on a wide range of investor relations issues.
Panos Seretis
Managing director and head of global sustainability research
Bank of America
Panos Seretis is a Managing Director and the Head of Global Sustainability Research, responsible for developing and marketing Sustainability research at BofA. The team ranked #1 in the 2022 Institutional Investor All-Europe Research and #2 in 2021. Previously, Seretis was the Head of EMEA Sustainability Research for MSCI and prior to that Director of HOLT Equity Research at Credit Suisse. He holds an MBA from University of Cambridge and a BA in Finance from University of Piraeus. He is based in London. For more information about any awards cited, visit https://rsch.baml.com/awards.
Mark Troman
Deputy head of EMEA equity 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 content
IR Magazine
Steve Wade is head of content for IR Magazine and Corporate Secretary. In his role, Steve and his team are responsible for researching and producing insightful content that helps the investor relations and governance communities stay up-to-date on the latest trends and best practices in their fields.
Steve curates content across multiple platforms, including conferences, workshops, think tanks, podcasts, best practice guides, videos and websites. Steve guides editorial coverage and research to ensure they fulfill the needs of our communities and is responsible for hosting our conferences and presenting research at industry events.
Prior to joining IR Magazine and Corporate Secretary, Steve’s experience has been in ESG and sustainability research, producing conferences for Ethical Corporation (now Reuters Events.) During this time, Steve was a judge for the Deloitte Green Frog Awards and presented research at the Global Sustainable Events Summit and United Nations Global Compact, World Bank & Polish Ministry of Finance events.
Noemi Distefano
Reporter
IR Magazine
Noemi has been part of the IR Magazine team since 2022, as a reporter and the host and producer of the IR Voice podcast (formerly known as The Ticker). Before joining IR Magazine, she honed her skills as a multimedia journalist and reporter at various B2B firms, covering the defense and retail sectors.
Originally from Italy, Noemi has made the UK her home for over eight years. If journalism hadn’t captured her heart, you’d probably find her whipping up culinary masterpieces as a chef in Italy or France.
Laurie Havelock
Editor-at-large
IR Magazine
Laurie Havelock is a journalist, writer and podcaster who has worked with IR Magazine for almost a decade. Outside of writing about investor relations, corporate governance and green finance, he also works for the Daily Telegraph as an assistant editor on the City desk. In his spare time, he is a keen boardgamer and hosts a podcast about them called Idle Fantasy. He lives in London with his dog, Mischa.
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.
Our attendees are leading IR practitioners with an established track record and strategic IR roles within their company.
Below is a sample list of our past 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 |
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 business.bofa.com
Think Tank Partners
ingage designs, builds and licences specialist Investor Relations software in a subscription model. Building on traditional IR CRM, the ingage platform is a comprehensive IR software suite that helps power world class equity and debt IR teams at quoted and unquoted companies globally.
For more information, please visit www.ingage.com.
Lumi powers the meetings that matter for the world’s most trusted decisions, ensuring seamless, engaging experiences for all stakeholders. Lumi’s innovative technology seamlessly connects virtual and in-person participants in one interactive, near-real-time environment. A single Q&A portal for all question formats provides full control of the meeting, including rapid question editing, categorisation and re-ordering. Lumi offers the superior capabilities of the leading digital meetings platform, making it easy to manage participant engagement, authenticate participants, and ensure voting and reporting compliance.
We’ve been driving industry innovation for over 30 years, offering personalized service and global support to simplify the complex and deliver stress-free, flawless meetings that foster accountability and meaningful engagement. Lumi transforms annual meetings, member-based meetings, legislative meetings, IR meetings, and earnings calls, allowing virtual and in-person participants to make the most informed decisions.
For more information, please visit www.lumiglobal.com.
Morrow Sodali is a leading provider of strategic advice and shareholder services to corporate clients around the world. The firm provides corporate boards and executives with strategic advice and services relating to corporate governance and ESG, shareholder and bondholder communication and engagement, capital markets intelligence, proxy solicitation, shareholder activism and mergers and acquisitions.
From headquarters in New York and London, and offices in major capital markets, Morrow Sodali serves more than 2,000 corporate clients in 70 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include financial institutions, mutual funds, ETFs, stock exchanges and membership associations.
For further information about Morrow Sodali, please visit morrowsodali.com.
Notified makes it easy for brands to create and share powerful stories with the world. Our suite of world-class, award-winning solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.
Notified’s solutions help businesses effectively share and amplify their stories to customers, investors, employees, and the media. From press release distribution via GlobeNewswire to earnings calls, IR websites, social listening, media engagement tools, webinars and virtual events, Notified has you covered.
Learn more at www.notified.com or follow us on LinkedIn, Twitter, or our Blog.
Q4 Inc. is the first IR Ops Platform with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders and their teams the tools to attract, manage, and understand investors — all in one place. The AI-enabled Q4 IR Ops Platform boasts a simple yet powerful IR website management system, frictionless events software, a robust analytics engine, a streamlined investor CRM, and shareholder intelligence with enhanced metrics to elevate investor targeting strategies. Q4 delivers the data, insights, and workflows that give IR teams the power to focus on what really matters: strategy, relationships, and driving premium valuations for their companies.
The company is a trusted partner to more than 2,600 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.
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the world use this essential intelligence to make business and financial decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), the world’s foremost provider of credit ratings, benchmarks and analytics in the global capital and commodity markets, offering ESG solutions, deep data and insights on critical business factors. S&P Global has been providing essential intelligence that unlocks opportunity, fosters growth and accelerates progress for more than 160 years. For more information, visit www.spglobal.com/marketintelligence.
Supported by
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].
Web: www.abird.info.
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, please visit www.ir-romania.ro.
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
About DIRF
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.
DIRF activities
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!
IR Club
Patrick Kiss
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.
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.
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:
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 Henry Wright or call on +44 20 8004 5337.
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