The IR Magazine Think Tank – France 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 IR in France.
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 roundtable discussions on select IR issues. These interactive sessions are broken up by short, snappy briefings from top-rated 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?
Senior people – industry experts, top-rated IROs and those from the financial community and the professions – set the agenda on a panel discussion by sharing their thoughts on session topics.
Small roundtable groups of IROs discuss these issues face to face.
Each table gives feedback from its own discussion and shares ideas with the group as a whole.
At the 2018 Think Tank, we discussed some critical IR challenges and the agenda is shown below.
Registration and refreshments
Welcome to the Think Tank and update from CLIFF
Olivier Psaume, Head of investor relations, Sopra Steria and Chairman of CLIFF
An introduction to the Think Tank format and what to expect from the day
Laurie Havelock, Editor-at-large, IR Magazine
Regulatory roundtables: Mifid II, MAR and what is in store for liquidity contracts?
Discuss the big talking points in regulations, how it impacts you, and what IR can do to adapt to tightened control on investors, brokers and companies.
• Mifid II and its impact on research, coverage and corporate access
• Market abuse regulation (MAR) what procedures need to be implemented to ensure compliance
• Tighter regulation of liquidity contracts and the impact on IR
Moderator: Laurie Havelock, Editor-at-large, IR Magazine
Guillaume Cerezo, Head of investor relations, April
Morning coffee and refreshments
Case study: Facing an activist investor
Hear how to successfully survive an activist attack with examples from the real-life experience of a 30-month long defense of a company.
Jean-Benoit Roquette, Senior vice president of investor relations, Ubisoft
David Chase Lopes, Managing director EMEA, D.F.King
The Exchange: A series of best practice roundtable discussions
Exchange information, ideas and inspiration.
How the exchange works:
Choose your three preferred round-table discussions:
|The hidden opportunities of debt IR: getting valuation out of risk | Joanne Adams, Managing director corporate EMEA, Ipreo|
|Crisis management simulation: What would you do? | Emilie Megel, Board member, CLIFF|
|Roadshow management: proactive IR and how Mifid II has changed roadshow delivery | Antoine Lautier, Head of financial analysis and capital markets interface, Airbus|
|Innovative targeting strategies: How can you capitalize on positive investor sentiment and access international pools of capital? | Laurie Havelock, editor-at-large, IR Magazine|
ESG: Your raison d’être and how it relates to long-term value creation (Q&A with the buyside and sell-side)
Hear from the buyside and sell-side about how better to communicate your company purpose, the long-term vision of your company and what their expectations are for disclosure and performance on environmental, social and governance issues
Moderator: Vincent Dufief, CSR investor relations manager, Total
Claire Berthier, Fund manager, Trusteam finance
Xavier Desmadryl, Head of ESG research & PRI, HSBC
Alice-Mary Meggs, Financial & ESG analyst, Groupama Asset Management
Francesca Suarez, ESG analyst, Mirova
Understanding the role of proxy advisors: improving relationships
The role of the proxy advisor has evolved over the years and they are now as important as ever. Understand how you can work better with proxy advisors.
Moderator: Lori Havelock, Editor-at-large, IR Magazine
Cedric Laverie, Head of French research, ISS
Laurie Havelock, Editor-at-large, IR Magazine
Senior vice president of investor relations
Jean-Benoit Roquette is the senior vice president of investor relations at Ubisoft (Euronext: UBI) a video game publisher headquartered in Montreuil, France, with a 11 B€ market capitalization.
Jean-Benoit has been head of the Ubisoft’s investor relations function for over 12 years, since he began in 2006 and has over 20 years’ experience in finance and IR with over seven years working as a senior consultant in IR. Prior to this Jean-Benoit worked in finance for AB Production and was a Financial Analyst at Saint-Gobain.
During his time at Ubisoft, Jean-Benoit has been ranked best IR professional in Europe for the Leisure, Entertainment & Hotels sector in the Extel survey.
Among Jean-Benoit’s many experiences in IR, he also lead a 30-month defense of the company when a financially shrewd and large activist investor entered Ubisoft’s shareholder register in 2015, and at the IR Magazine Think Tank – France 2018 he will be telling his story and sharing knowledge on how Ubisoft survived the lengthy fight and prevailed.
Head of French research
Cédric Lavérie is Head of French Research based in Paris, a role he has held since January 2018. Mr. Lavérie leads the ISS French research team, which produces market-leading high-quality research and voting recommendations on French companies for ISS clients globally. He also has a client-facing and public role, managing engagement with French companies, monitoring French and global corporate governance developments and ensuring ISS French voting guidelines reflect good market standards, investor needs and best practice.
Mr. Lavérie is an experienced investment industry practitioner who previously worked as Head of Corporate Governance at Amundi. At Amundi, Mr. Lavérie worked with fund managers and analysts in assessing company corporate governance arrangements, and engaging with companies on material corporate governance and other ESG issues as part of Amundi’s investment and voting considerations. Mr. Lavérie was a member of Amundi’s ESG rating committee, was on the steering committee of the SRI department and was responsible for Amundi’s implementation of the PRI active ownership principle. Mr. Lavérie represented Amundi as a member of the Corporate Governance Committees of the AFG in France, EFAMA at European-level and is a member of the Shareholder Responsibilities Committee of the ICGN internationally. He also contributed to the work of the French SIF, ORSE and Institut du Capitalisme Responsable.
Prior to joining Amundi in 2011, he had over 10 years’ experience in the financial industry, as a corporate governance analyst at Credit Agricole Asset Management and AXA Investment Managers and in risk management at Paribas (Suisse) SA. Mr. Lavérie holds graduate degrees in Banking-Finance from Paris II University, International Economic Law from Paris X University and Politics from New York University.
Head of investor relations
Olivier Psaume is Head of IR at Sopra Steria since January 2015. Previously he was in charge of Investor Relations and Corporate Development at Steria since November 2005 and has been, until June 2014, the secretary of the Strategic Committee of the Supervisory Board.
Before joining Steria he was covering the IT Services sector as a buy side analyst from 1998 to 1999 at CIC AM and then as a sell side analyst from 2000 to 2005 at CM-CIC Securities. He started his career in 1993 as an auditor at the Inspection Générale of CIC Paris.
Olivier Psaume has a Master’s degree in Management, a post Master Degree in Corporate Finance from the University Paris Dauphine and the Certified European Financial Analyst from the SFAF, the French Society of Financial Analysts, of which he is also a member since 2001.
Olivier Psaume has been a Board member of CLIFF, the French association of financial communications professionals, since 2011, and was appointed as Chairman in June 2018.
Claire Berthier is an equity Fund Manager. She manages Trusteam ROC and Trusteam ROC EUROPE at Trusteam Finance since 2014.
After graduating from HEC Paris, she started her career in M&A consultancy before creating a social business and becoming Head of SRI and Fund Manager at Alcyone Finance.
Trusteam Finance is an independant French Asset Management company. All its commercialised funds have an investment strategy based on Customer Satisfaction and have been awarded by Le Label ISR.
Head of investor relations
Guillaume Cerezo manages the investor relations of APRIL (Euronext: APR), an international insurance services group and leading wholesale broker in France.
He joined the group in 2016 as major regulations were becoming effective. Teaming up with the legal department, he worked on implementing an efficient way for a midcap to deal with MAR and Mifid II. In his current role, he oversees all financial publications and presentations as well as interactions with brokers and investors.
Guillaume graduated in corporate law from Grenoble University and in finance from EM Strasbourg.
Ms. Emilie Megel has more than 20 years of experience in Investor Relations, working both as a financial markets and communications professional. Across her various positions, she has built a strong track record in managing complex transactions and situations, including dealing with activist investors and stretched financial structure.
She has started her career in 1994 as an equity analyst at Barclays and Credit Lyonnais Securities and then moved into Investor Relations at Euro Disney and Financial Communications at Euro RSCG before to launch her own IR consultancy activity. She joined Technicolor in 2011 as Head of Investor Relations, where she was also in charge of media relations and a member of the management committee. She is also a Board member of the CLIFF.
David Chase Lopes
Managing director for EMEA
David joined Orient Capital in July 2010 and since his arrival has overseen more than 500 mandates for listed companies such as Groupe Arnault, The Walt Disney Company, Safran, Essilor International, Groupe FNAC, Veolia, Orange, Lafarge-Holcim, Ubisoft, BG Group, SABMiller, Reckitt Benckiser, Elan Corporation, PepsiCo, Unilever, RTI, Paddy Power Betfair, Nexans, Edenred, Renault, the London Stock Exchange and many others. In November 2014 David was chosen as Managing Director leading the business of D.F. King Ltd when OC acquired it.
Previously, David worked for John Mayo, CBE, in a series of vehicles including Beehive Capital, Efficient Capital Structures & Salisbury Associates and was European Co-Head at Georgeson until 2006. He started his career as an investment banker (1992 to 2005) at Deutsche Bank and Société Générale specialising in M&A debt financing for the Oil & Gas sector.
David holds a Master’s Degree from Columbia University (School of International & Public Affairs), completed the foreign degree with honors from l’Institut d’Etudes Politiques de Paris and graduated Magna Cum Laude from Hamilton College. He is professionally qualified with the Certificate in Corporate Finance from the CISI, is a FSA-approved individual and holds a Series-7 brokerage license. He is an associate-member of France’s CLIFF, including its Corporate Governance committee, the UK IR Society, Germany’s DIRK and the ICGN. He speaks regularly on Corporate Governance and Shareholder Engagement internationally.
Francesca Suarez began her career as a financial analyst in Avon Cosmetics. She later joined Natixis Asset Management as an SRI analyst in 2012. Francesca is currently the analyst for the food & beverage, textile and apparel and HPC (home and personal care) industry in the Responsible Investment Research department of Mirova. She is also the analyst responsible for the sustainability opinions of sovereign issuers and sustainable bonds analysis.
She holds a Bachelor’s Degree in Management Engineering from Ateneo de Manila University in the Philippines and a Master’s Degree in Sustainable Development from HEC Paris.
Financial & ESG analyst
Groupama Asset Management
After a first experience as a Microfinance consultant in India and SRI analyst at Société Générale Asset Management, she entered Groupama AM in 2010, as an ESG Analyst dedicated to Banks and Sovereigns.
In 2016-17, as part of the “100% ESG integration process” of the research team, she intensively trained her financial analyst colleagues to ESG analysis while taking the CIIA.
Now she covers the Healthcare Industries, both from financial and ESG perspectives, while keeping an active mentoring role on all Social Impact Thematics.
She is master graduated in Sustainable Development from Paris Dauphine University, Microfinance from Solvay Brussels School EM, and Globalisation’s Geography from Paris Sorbonne.
MD Corporate - EMEA
Ipreo by IHS Markit
Jo is responsible for running the Corporate business at Ipreo by IHS Markit for the EMEA region based in London, United Kingdom. She looks after the overall strategy and growth plan for the region, including strategic partnerships. Prior to that Jo was based in Singapore for 8 years, with her last role heading up ISS Corporate Solutions for the Asia Pacific region. Jo holds a Bachelor’s degree from the University of Sydney, Australia.
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.
Global head of ESG research and PRI
HSBC Global Asset Management France
Head financial analysis and capital markets interface
CSR investor relations manager
Associate, Global Markets Intelligence, Fixed income
Ipreo by IHS Markit
Ellis joined Ipreo in 2013 from Thomson Reuters where he was part of the Corporate Advisory team involved in both debt and equity analysis. He has conducted numerous Bond IDs as well as acting as Information Agent on several corporate debt restructurings. He has over 10 years’ experience as a research analyst, specialising in business intelligence and legal research. Ellis currently heads up Ipreo’s EMEA Fixed Income ID offering.
At our think tanks, each participant is someone with an established track record and a strategic IR role within his or her company. The event is free-to-attend and exclusively for IROs. Attendees at our Think Tanks include:
|Job title||Company||Job title||Company name|
|CFO||Auto Trader||Head of IR||Unilever|
|CFO||Keywords||Head of IR||CTT – Correios de Portugal|
|Deputy Head of Investor Relations||BASF||Head of IR||IHG|
|Director Investor Relations||eDreams ODIGEO||Head of IR||Kerry Group|
|Director Investor Relations||ASM International||Head of IR||Dormakaba|
|Director of Corporate Affairs||Aggreko||Head of IR||TAV Airports Holding|
|Director of IR||TBC Bank Group||Head of IR UK, Ireland and Americas||TUI Group|
|Director of Investor Relations||Metro Bank||Investor Relations||Sberbank|
|Director of Investor Relations||AstraZeneca||Investor Relations Director||Sareb|
|Director of Investor Relations||AIR LIQUIDE||Investor Relations Director||Dogan Holding|
|Director of IR||Debenhams||Investor Relations Director||Orange Polska|
|Director of IR and Corporate Comms||TalkTalk||Investor Relations Director||Kennedy Wilson|
|Director of Treasury & IR||Public Power Corporation||Investor Relations Manager||Sound Energy|
|Director, Corporate Finance and IR||Polymetal International plc||Investor Relations Manager||Rathbone Brothers|
|Director, head of investor relations||Heineken||Investor Relations Manager||Petrofac Services Limited|
|Director, London Office||Antofagasta plc||Investor Relations Manager||Greene King|
|EMEA head of IR||Toyota||Investor Relations Officer||MOL Group|
|Executive Director||Sberbank||IR analyst||Paysafe|
|General manager investor relations||Arcelormittal||IR Director||William Hill|
|Group Corporate Affairs Director||Mitie||IR Manager||Smith & Nephew|
|Group Financial Controller||McBride||IR Manager||Cisco|
|Group head of investor relations||OneSavings Bank||IR Manager||William Hill|
|Group Investor Relations Director||Lloyds banking group||IR Manager||Huhtamaki|
|Group Investor Relations Director||Tesco||IR Manager||TUI Group|
|Group IR Director||Kingfisher||IRO||Origin Enterprises|
|Head of Corporate Finance and IR||Domino’s Pizza Group plc||IRO||Galp Engergia|
|Head of Investor Relations||HeidelbergCement AG||IRO||Polymetal International plc|
|Head of Investor Relations||Serco Group||IRO||CIV|
|Head of Investor Relations||Legal & General||IRO||Shell|
|Head of Investor Relations||Dixons Carphone||Manager, IR Strategy & Business Development||Garanti Bank|
|Head of Investor Relations||Severn Trent||Senior IR Manager||Scor|
|Head of Investor Relations||CRH||Senior IR Specialist||Grupa LOTOS|
|Head of Investor Relations||RWE||Senior Manager, Investor Relations||Lloyds banking group|
|Head of Investor Relations||Saga||Senior Vice President, IR||Garanti Bank|
|Head of Investor Relations||Marie Tecnimont||Supervisor, Investor Relations||Garanti Bank|
|Head of Investor Relations||NEX Group||Vice President IR, Europe||Shell|
|Head of Investor Relations||Monbat AD||Vice President, Corporate & Investor Relations||BTG|
|Head of IR and Corporate Comms||PSI AG||Vice President, Strategic Partners & Investors||Sberbank|
|Head of IR||Pfleiderer Group||VP, Investor Relations||Burberry|
|Head of IR||Ferrovial|
"The think tank was useful and interesting. It is both generous and productive to have colleagues from our sector sharing their best practices. Working together to improve IR in the world is good for everybody. The think tank was an extraordinary platform to reach this goal. There should be more of these events!!"
"I like the intimate nature of the event as well as the interactive agenda"
"Great event for networking and sharing views about latest developments"
"It's critically important today to be tuned to the global IR wisdom as technological and regulatory disruptions are unfolding. No doubt, IR Magazine remains an unrivalled aggregator of best IR ideas and professionals. Looking forward to seeing my fellow colleagues later in the year"
"Always a really good event to attend. It's a good mix of subjects. Particularly liked the addition of the best practice case studies - it's always really valuable to hear the first hand experiences of others and some hints and tips of what works well and what doesn't"
"Very interactive, I liked the opportunities to discuss in the groups"
"Fabulous opportunity to talk about topical issues relevant to IR professionals across sectors and to share ideas and experiences"
"Great to spend some time with people at different ends of the IR experience spectrum, looking at how they approach challenges in the role"
"Excellent event to hear best practices on European level"
"Extremely useful event!"
IN ASSOCIATION WITH
Created in 1987, 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/
Think Tank Sponsors
Ipreo by IHS Markit powers the networks that connect capital to ideas. We are a leading global provider of financial services technology, data and analytics, supporting 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 unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. Ipreo by IHS Markit has over 2,000 people, serving clients in every major financial hub around the world.
For more information, visit www.ipreo.com.
Olympia Advisory is an independent consulting firm providing corporates with “all-in” solutions to drive stock performance, enhance investor engagement and promote sustainable value creation. Our customized solutions are dedicated to financial communication and investor relations.
Olympia Advisory solutions are tailored to your business, market and industry. We analyze corporate organization, build benchmarks and deliver customized solutions. Our company paves the way to corporate success thanks to solid financial communication skills, broad investor knowledge and unique corporate experience. We are highly flexible and fully dedicated to our clients. Olympia Advisory will trigger corporate stock performance, improve corporate reputation, enhance shareholder engagement and boost corporate valuation.
For more information please visit www.olympia-advisory.com.
Orient Capital is a global leader in share ownership analysis, equity market intelligence, investor communication, shareholder management technology, global bondholder analysis, institutional targeting & investor perception work.
We are the largest analyser of share registers globally and the dominant provider of equity and debt ownership analytics in multiple markets. We help listed companies identify and track their shareholders, as well as their behaviour, using either local ownership disclosure provisions or our own proprietary methodologies. Our London team supports the investor relations programs and corporate transactions for listed companies in over 15 countries across EMEA. Our products enable companies to maximise the opportunity of public ownership and to reap the benefits of good investor relations.
miraqle, our unique web-based platform, is the desktop investor relations solution of choice for over 1,600 listed companies in Australasia, Asia, UK, Europe and Africa. miraqle empowers companies to most efficiently manage their interaction with the capital markets and the functions that arise as a consequence of being listed. It is the indispensable investor relations tool.
D.F. King is one of the world’s oldest firms in the field of proxy solicitation, governance advisory, M&A and transactional services involving equity and debt.
Founded in 1942, we have been playing a leading role in M&A and proxy solicitation in Europe for over twenty years. With European offices in London, Paris and Berlin, we have worked on numerous high profile, sophisticated domestic and cross border campaigns for issuers across the EMEA region securing stakeholder support.
Our services include AGM/EGM solicitation, corporate governance advisory, defence solicitation, M&A tender solicitation, tender and exchange offers, consent solicitations, bondholder meetings and complex debt restructurings. Our long and rich experience is valued by companies looking to engage with stakeholders and ensure that they possess a clear understanding of the ultimate outcome of a transaction well ahead of its close.
Using the strengths and expertise of both companies, we work on sophisticated projects, providing our clients with combined solutions that constantly deliver successful results.
Orient Capital and D.F. King Ltd are part of Link Group | Corporate Markets
Our events provide a unique opportunity to get in front of some of the most influential people in the French 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 for our 2019 event, email Sébastien Dutrieu or call on +44 77315 33165.
A new social network for IR professionals! Connect with your peers via private messaging and groups, share ideas and know-how in the community forum, read all the latest IR news and download IR resources from the extensive, free knowledge base. Site features include:
Networking: Network with your peers by searching based on their sector, market cap, location and role, or look for individuals by their name or company. Connect with other members via private messaging and open or private groups.
Share knowledge and ideas: IRspace’s professionally moderated community forum will allow members to post queries and discussion topics and receive answers from a community of global IROs. This provides an opportunity for members to compare best practices and promote their own blog posts and thought leadership. Members can post queries anonymously or as themselves.
Knowledge base: The site contains an extensive, free and searchable knowledge base, granting IROs access to white papers, strategy and planning guides, research reports, investor perception studies and webinar recordings, as well as all the latest news and articles in the world of IR.