IR Magazine

IR Magazine Global Forum & Awards
IR trends and best practices

Wednesday, October 2, 2019 - Thursday, October 3, 2019

Paris Marriott Champs Elysees Hotel, France

About the Global Forum & Awards

The IR Magazine Global Forum & Awards 2019 is one of the biggest event in the international IR calendar, where heads of IR, senior management and the buyside head to Paris to participate in two days of discussions focused on the most pressing issues in IR.

This year we are covering three big themes; Research & targeting, ESG disclosure & engagement and the impact of technology on investor relations. The agenda is based on more than 60 hours of in-depth interviews with leading IR heads ensuring we cover the biggest issues facing public companies and shareholder communications today.

What’s more; on the evening of October 2nd we hold an awards presentation honoring the 50 top ranked IR teams in the world as voted by the investment community, many of whom will be in France for the two days.

A few reasons to come to Paris include:

Expand your network by meeting with leading IR heads from across the planet that will be in town for the global top 50 awards presentation

Understand the global trends and how IROs across all capital markets are responding to today’s challenges

Take ideas and initiatives back to the office with practically focused talks and presentations designed to help you advance the impact of your IR program

Your chance to access never-seen-before data with exclusive research setting the scene for many discussions

Exclusive insight from investors and IROs at State Street Global Advisors, Allianz Global Investors, Manulife Asset Management, Aecon Group, Summerhill Capital Management, Advice capital vision fund, Ubisoft, Swiftsure Partners and many more…

Agenda

Please click on session titles for detailed information.
Download agenda as a PDF

  • 08:15 AM
    Registration, exhibition and refreshments

    An opportunity to meet peers while enjoying a hot coffee or tea and breakfast.

  • 08:50 AM
    Opening remarks: Welcome to the Global Forum

    Covering the purpose of the conference, review of the status quo of IR and preview of what to expect over the next two-days.

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:00 AM
    Changes impacting investment funds and where IR should focus its targeting efforts

    Hear top-level economic briefings about where investment funds are flowing and what factors impact investor sentiment in different geographies. These presentations will be followed by a panel discussion about roadshow opportunities for investor relations with discussions based around exclusive data from the latest global roadshow research report.

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:20 AM
    Building ‘C-suite worthy’ respect and trust through your targeting activities

    Speaking to a range of experts, we discuss the importance of your IR brand in the capital markets, so that the IR department is perceived by the buyside and sell-side as an extension of senior management. We will also share best practices about winning the competition for capital with your targeting strategy.

    Laurie Havelock, editor-at-large, IR Magazine
    Manuel Taverne, Director of investor relations, FACC

  • 10:00 AM
    Morning coffee, exhibition and refreshments

    A chance to re-fuel and meet other attendees from the global investor relations community.

  • 10:30 AM
    The changing research dynamics between the buy side, the sell side and corporations

    Discover how research dynamics are changing between the buy side, the sell side and investor relations. Discuss what IR can do to improve exposure, build analyst coverage and enhance the quality of research being written about your company.

    • Company sponsored analysis has been a common practice in credit investing and is gaining traction in equities in response to recent changes. Hear directly from the buyside about how they evaluate the validity of paid research.
    • Outside of sell-side analysts and portfolio managers, discover other actors on the buy and sell-side that IR should be working with who can add value and mitigate the effects of an increasingly burdened research community.
    • Debate how to address a reduction of analyst coverage or increasingly generic research, and discuss how to deal with an out of date consensus.

    Laurie Havelock, editor-at-large, IR Magazine
    Adam Borgatti, Senior vice president of corporate development and investor relations, Aecon
    Richard Segal, Senior investment analyst, Manulife Asset Management

  • 11:30 AM
    How IR should operate with more direct engagement

    As more corporate access requests and engagements come direct from investors, we discuss what this means for IR, and what can be done about it.

    Ian Matheson, Chief executive, Australasian Investor Relations Association (AIRA)
    Michael Miller, Director of investor relations advisory, IHS Markit
    Timothy Leveridge, Vice president and investor relations officer, The Coca-Cola Company

  • 12:30 PM
    Lunch and exhibition

    Sit down for lunch and a chat with your fellow conference attendees

  • 13:30 PM
    When will the rise in ESG represent a meaningful share of buy and sell decisions?

    We critically examine just how much of an impact ESG has on investment decisions, as well as discuss the other benefits of disclosure and how IR can capitalize on these. Hear directly from investors about what they expect from companies from an environmental, social or governance perspective. Then learn about what companies are doing to respond.

    Amelia Pan, Partner, Brunswick
    Rosanna Burcheri, Portfolio manager, Artemis Investment Management

  • 14:10 PM
    Getting started on your ESG Journey: Setting goals and getting the message across

    As management teams increasing recognize the impact of ESG on valuations and relationships with investors, and complexity is no longer an excuse for inaction, we look at case studies where common-sense measures have been implemented, setting goals based on value creation, and incorporating these factors into your equity story.

    Brian Rafferty, Co-founder and managing director, Taylor Rafferty

  • 14:30 PM
    Communicating on climate: How does the next generation of investors view your business risks?

    This session allows us time to go into more depth on one of the biggest ESG factors: climate action. Investigating one of the biggest mega-trends, this session will look at how the Task Force on Climate-related Financial Disclosures impacts investor relations and what it means for IR

    • As the next-generation of investors apply more pressure to improve the quality and quantity of engagement and disclosure around climate risk learn how institutions are responding and what the consequences are for public companies.
    • Discover how the investor decision-making process is being integrated between equity, credit, governance and fund managers and what impact this has on voting and investment outcomes.
    • Learn about the TCFD framework, why are investors focused on it, and what IROs do to get started on understanding and disclosing around climate risk.
    • How can climate data and market intelligence be used by IR to help shape the long-term vision and governance of your business.

    Laurie Havelock, editor-at-large, IR Magazine
    Marie-Sybille Connan, Senior ESG analyst, Allianz Global Investors
    Philip Vernardis, Vice president of corporate governance, State Street Global Advisors
    Henrik Jeppesen, Head of investor outreach, Carbon Tracker

  • 15:15 PM
    Refreshment break and exhibition

    Take a quick break before the final sessions of the day, where we will focus more on the governance aspects of ESG and impact on investor relations.

  • 15:30 PM
    Governance briefing: The changing nature of disclosure, transparency and shareholder rights

    This year has seen a surge in corporate governance-related reforms and advocacy efforts across many markets. We examine the collective direction of these reforms and what IR can do to stay ahead of a growing trend in governance.

    Gary LaBranche, President and chief executive officer, National Investor Relations Institute
    Mary Throop, Partner, Summerhill Capital Management

  • 16:15 PM
    Preparing for a rise in activism: Exclusive insight into new research

    Get your hands on never-before-seen data from IR Magazine’s upcoming activism report, and learn about best practices when preparing for an activist campaign.

    • Learn step-by-step what can IR professionals do to prepare, prevent, and manage activism attacks?
    • Hear a real-life case study about how Ubisoft successfully defended the company against Vivendi’s campaign
    • Learn about the trends and changing nature of shareholder activism by understanding the results from IR Magazine’s latest activism report.

    Laurie Havelock, editor-at-large, IR Magazine
    Jean-Benoit Rocquette, Head of investor relations, Ubisoft

  • 16:45 PM
    Summary of discussions

    For the last session we will recap on the learning points from day one and preview what will be discussed during day two.

    Laurie Havelock, editor-at-large, IR Magazine

  • 17:00 PM
    Global Top 50 Awards ceremony

    The Global Top 50 is our global ranking of IR excellence. The ranking is a celebration of the world’s best investor relations programs according to surveys of analysts and investors.

    The winners and runners-up in each sector are decided by applying the score achieved by each company in six categories of our regional awards research: Best IRO, Best corporate governance, Best financial reporting, Best investor meetings, Best use of technology and Best overall IR.

  • 17:30 PM
    Networking drinks reception

    A chance for some fun, informal networking with some of the best IR professionals from across the world, enjoy a drink (or more) on us.

  • 08:30 AM
    Registration and breakfast

    An opportunity to meet peers whilst enjoying a hot coffee or tea and breakfast.

  • 09:00 AM
    A view from the top: Fireside chat with Kurt Kuehn, Former CFO at UPS

    Kurt Kuehn was United Parcel Service’s first ever investor relations officer, and took the company public back in 1999, which became the largest IPO of the twentieth century. Kurt was later appointed as Chief Financial Officer where he became one of the early supporters of UPS’s sustainability program.

    We ask Kurt to share all that he has learnt throughout his extensive career, including how he rose to the top finance role from humble beginnings as a delivery driver for the company. Hear Kurt’s views on the evolution of investor relations, his current role at SASB, why CFOs might be skeptical about ESG (and why they should see the value in it.)

    • Hear how senior management value investor relations and what you can do as an IRO to influence the C-suite and corporate strategy
    • Discover how to advance your career and transition from investor relations into leading finance positions
    • Learn about the Sustainability Accounting Standards Board, and how you can engage your CFO around ESG issues

    Laurie Havelock, editor-at-large, IR Magazine
    Kurt Kuehn, Former chief financial officer and board member, United Parcel Service and the Sustainability Accounting Standards Board

  • 09:20 AM
    Impact of new technologies and digitalization on investor relations

    Hear about the latest technological and digital trends IR should be aware of, how teams are incorporating technology into shareholder communications and what you can do to make the most of your digital IR activities.

    Laurie Havelock, editor-at-large, IR Magazine
    Viviane Joynes, Managing director, EQS Group

  • 09:45 AM
    How alternative data informs investment decisions and the impact of artificial intelligence on IR

    Learn how artificial intelligence and machine learning impact investment decisions and, ultimately, investor relations.

    Discover how the buyside and sell-side use alternative data such as tone & voice analysis, geospatial images and other publicly available information about your company and discuss what can be done by IR to provide more context around this data.

    • What will the stock market look like 20 years from now? Will the use of AI and access to information discriminate against less wealthy asset managers?
    • Do your investors know more about your company than you do, how is 3rd party information changing the way that you are perceived in the market and can IR take control of alternative data?
    • How will the role of IR change in a capital markets powered by enhanced processing power, data and artificial intelligence

    Laurie Havelock, editor-at-large, IR Magazine
    Ole Søeberg, Board member and advisor, Advice capital vision fund
    Daniel Nye, Chief investment officer, Swiftsure partners

  • 10:30 AM
    Morning coffee, exhibition and refreshments

    A chance to re-fuel and meet other attendees from the global investor relations community.

  • 11:00 AM
    How can you incorporate quant investors and exchange traded funds into your IR strategy

    As index-trackers and quant investors increase in importance, we explore third-party databases, index inclusion policies and evaluation metrics to better understand the dynamics of so-called ‘passive investing’ and what IROs need to be thinking about outside of ‘the equity story’, research coverage and earnings calls or meetings with management.

    • Learn about why index investors are on your register, why they own your stock and what has motivated their investment decisions.
    • Understand what the common myths are around ETFs and how companies can engage with these funds and why engagement is moving up their agenda.

    Laurie Havelock, editor-at-large, IR Magazine
    Richard Lacaille, Global Chief Investment Officer, State Street Global Advisors

  • 12:00 PM
    Lunch

    Sit down for lunch on the terrace and meet up with IR peers from different countries and sectors.

  • 13:00 PM
    Fund focus: Different expectations of different portfolio managers

    Learn from the buy side about its likes and dislikes when it comes to investor relations, and hear its views on different trends and policy changes taking place in global capital markets.

    Laurie Havelock, editor-at-large, IR Magazine
    Kevin Elliott, Partner, Summerhill Capital Management
    Rosanna Burcheri, Portfolio manager, Artemis Investment Management

  • 13:45 PM
    Closing keynote: The future of investor relations and the DNA of a successful IR Officer

    Understand the future direction of the global investor relations profession, career opportunities for global IROs and what makes up the DNA of a successful IR officer. Understanding the skills, attitudes and accomplishments you need.

    Smooch Repovich Reynolds, Managing partner and leader of the global IRO and CCO practice, ZRG Partners

  • 14:00 PM
    Wrap-up and end of conference

    Benefit from an easily digestible summary of learnings & tasks you can implement to take your IR program into 2020.

    Laurie Havelock, editor-at-large, IR Magazine

Latest speakers


Global Chief Investment Officer, State Street Global Advisors

William Wang, Director of IR, M&A and investors, Chinasoft International

Partner, Summerhill Capital Management

Board member and advisor, Advice capital vision fund

Chief investment officer, Swiftsure partners

Head of investor relations, Ubisoft

Senior ESG analyst, Allianz Global Investors

Vice president of corporate governance, State Street Global Advisors

Chief executive officer, Autralasian Investor Relations Association

Director of investor relations advisory, IHS Markit

Senior investment analyst, Manulife Asset Management

Editor-at-large, IR Magazine

Global Chief Investment Officer, State Street Global Advisors

Partner, Summerhill Capital Management

Board member and advisor, Advice capital vision fund

Chief investment officer, Swiftsure partners

Head of investor relations, Ubisoft

Senior ESG analyst, Allianz Global Investors

Vice president of corporate governance, State Street Global Advisors

Chief executive officer, Autralasian Investor Relations Association

Director of investor relations advisory, IHS Markit

Senior investment analyst, Manulife Asset Management

Editor-at-large, IR Magazine

Key speakers

Learn from international IR heads and investors including:


The Global Top 50

The Global Top 50 is our global ranking of IR excellence. The ranking is a celebration of the world’s best investor relations programs according to surveys of analysts and investors.

The winners and nominees in each sector are decided by applying the score achieved by each company in our regional awards research, dividing this by the number of respondents for each region and then multiplying by the regional market cap. Two further stipulations in the Global Top 50 are that there are no more than two companies from each region in each sector and that at least three companies overall are represented from each region.

Click here to view the entire Global Top 50 list for 2019

Best in sector: communications

Best in sector: communications


Nominees

  • China Telecom

    Hong Kong

  • China Unicom (Hong Kong)

    Hong Kong

  • Singtel Group

    Singapore

  • T-Mobile US

    US

  • Verizon Communications

    US

Best in sector: consumer discretionary

Best in sector: consumer discretionary


Nominees

  • adidas

    Germany

  • Alibaba Group Holding

    China

  • Anta Sports Products

    Hong Kong

  • Best Buy

    US

  • The Home Depot

    US

Best in sector: consumer staples

Best in sector: consumer staples


Nominees

  • China Resources Beer

    Hong Kong

  • CP All

    Thailand

  • Health and Happiness H&H International Holdings

    Hong Kong

  • Thai Union Group

    Thailand

  • The Coca-Cola Company

    US

Best in sector: energy

Best in sector: energy


Nominees

  • EOG Resources

    US

  • PTT Exploration & Production

    Thailand

  • Schlumberger

    US

  • Thaioil

    Thailand

  • Total

    France

Best in sector: financials (including real estate)

Best in sector: financials (including real estate)


Nominees

  • Allianz

    Germany

  • Ayala Land

    Philippines

  • Citigroup

    US

  • JPMorgan Chase & Co

    US

  • RBC

    Canada

Best in sector: healthcare

Best in sector: healthcare


Nominees

  • AstraZeneca

    UK

  • Bangkok Dusit Medical Services

    Thailand

  • Boston Scientific

    US

  • Danaher

    US

  • Novo Nordisk

    Denmark

Best in sector: industrials

Best in sector: industrials


Nominees

  • Airbus Groupe

    France

  • China Communications Construction Company

    China

  • Deutsche Post DHL

    Germany

  • FedEx

    US

  • Honeywell

    US

Best in sector: materials

Best in sector: materials


Nominees

  • Agnico Eagle Mines

    Canada

  • BASF

    Germany

  • Lanxess

    Germany

  • PTT Global Chemical

    Thailand

  • Sherwin-Williams

    US

Best in sector: technology

Best in sector: technology


Nominees

  • ASML

    Netherlands

  • Chinasoft International

    Hong Kong

  • Microsoft

    US

  • Salesforce.com

    US

  • Tencent Holdings

    Hong Kong

Best in sector: utilities

Best in sector: utilities


Nominees

  • EDP – Energias de Portugal

    Portugal

  • Fortis

    Canada

  • Iberdrola

    Spain

  • Metro Pacific Investments Corporation

    Philippines

  • NextEra Energy

    US

People’s Choice for Best Overall IRO

The People’s Choice for Best Overall IRO shortlist recognises those IROs who have made an outstanding contribution to the practice of IR and the community of IR professionals. The Global People’s Choice Award is unique as the winner isn’t chosen by a panel of judges, instead it is voted for by you – the investor relations community.

The shortlist is created from those IROs who have consistently scored well in our researched awards. We are delighted to announce the nominees below.

Vote for your winner by clicking here. Voting will close on Tuesday, September 24 at 5pm CET.

Ajaya Intaraprasong & Chama Thepchatri, Bangkok Dusit Medical Services

Ajaya Intaraprasong & Chama Thepchatri, Bangkok Dusit Medical Services

Brian Christie, Agnico Eagle Mines

Brian Christie, Agnico Eagle Mines

Ignacio Cuenca & Diego Morón, Iberdrola

Ignacio Cuenca & Diego Morón, Iberdrola

Jacky Yung, China Unicom (Hong Kong)

Jacky Yung, China Unicom (Hong Kong)

Jason Scott, JPMorgan Chase & Co

Jason Scott, JPMorgan Chase & Co

Who attended in 2018?

Here is a small sample of the 250+ people who joined the global IR forum in 2018:

Job Title Attendee Company Country
Chief financial officer EDAG Germany
Deputy general manager China Aviation Fuel (Europe) UK
Director corporate development and investor relations Albemarle Netherlands
Director of asset management Pacific Basin Shipping Hong Kong
Director of communications and investor relations Telefónica Deutschland Germany
Director of investor relations Nanobiotix US
Director of investor relations and corporate access manager Credit Suisse Switzerland
Director of investor relations and corporate communications Chow Tai Fook Jewellery Hong Kong
Executive vice president, head of investor relations Deutsche Post Germany
Global head of shareholders and investor relations Santander Spain
Group chief financial officer Global Telecom Germany
Head of investor relations BMW Germany
Head of investor relations Akamai Technologies US
Head of investor relations AstraZeneca UK
Head of investor relations Caverion Corporation Finland
Head of investor relations De La Rue UK
Head of investor relations Dogus Otomotiv Turkey
Head of investor relations First Abu Dhabi Bank United Arab Emirates
Head of investor relations Inter RAO Russia
Head of investor relations Metro Pacific Investments Corporation Philippines
Head of investor relations MOL Group Hungary
Head of investor relations Roche Holdings Switzerland
Head of investor relations RWE UK
Head of investor relations Schneider Electric UK
Head of investor relations VOPAK Netherlands
Head of investor relations Heineken Netherlands
Head of investor relations Sound Energy UK
Interim head of IR McCarthy & Stone UK
Investor relations Nordea Bank Sweden
Investor relations and strategic planning director Moncler Italy
Investor relations head Danaher Corporation US
Investor relations officer Aegon Netherlands
Investor relations officer Cisco UK
Investor relations officer Flow Traders Netherlands
Investor relations officer GALP Portugal
Investor relations officer ING Netherlands
Investor relations officer Randstad Netherlands
Investor relations officer Signify Netherlands
IR director Ahold Delhaize Netherlands
IR director Allterco Bulgaria
IR director Lomsko Pivo Bulgaria
IR director Monbat Bulgaria
IR manager Gazprom Neft Russia
IR manager KBC Belgium
IR manager Telenet Belgium
IR officer BASF Germany
IR officer Arcadis Netherlands
IR officer Cargotec Finland
Senior asset manager Frasers Property Europe Netherlands
Senior director investor relations ASM Technologies Netherlands
SVP, investor relations and communications Aptar US
Vice president investor relations & corporate communications Aixtron Germany
Vice president of investor relations Agnico Eagle Mines Canada
Vice president of investor relations Dynex Capital US
VP investor relations CN Canada

Latest attendees

Reserve your place today to meet these people who have just signed up:

MyDCA | Senior advisor

J.P. Morgan | Investor relations advisory, depositary receipts

J.P. Morgan | VP

Aena | Finance director

Aena | IR team

TOTAL | Investor relations manager

TOTAL | SVP investor relations

Alro | Investor relations officer

Rowan Tree Capital | Managing partner

Eurolandcom | Regional sales manager

Llorente & Cuenca | Director of IR

ABIRD | Junior IR

Shell International | Senior Investor Relations Officer

Metro Pacific Investments Corporation | VP Investor Relations, Head

SIX | Senior Relationship Manager

Zorlu Enerji Elektrik Üretim AŞ | Investor Relations Manager

Vestel Elektronik Sanayi ve Ticaret AŞ | IR Director

Aptar | Senior Vice President, Investor Relations and Communications

Credissimo |Group CFO and Board Member

Agnico Eagle Mines Limited | VP, Investor Relations

VHF Group AS | CEO

Fairvue | Partners Associate Director

Fairvue | Partners Managing Partner

Cisco | Investor Relations

Hawaiian Electric Industries | EVP, CFO & Treasurer

Danaher | VP, Investor Relations & FP&A

Shell International | Senior Investor Relations Officer

Chow Tai Fook Jewellery Group | Officer of Investor Relations and Corporate Communications

Aroundtown | Senior Analyst, Head of investor relations

ABIRD | Junior IR

Ferratum Group | Head of group communications and investor relations

Ferratum Oyj | Head of investor relations and fixed income

Mithra | Investor Relations Officer

Triglav Group | Head of investor relations

Aroundtown | Senior Analyst, Head of investor relations

Ferratum Group | Head of group communications and investor relations

Ferratum Oyj | Head of investor relations and fixed income

Mithra | Investor Relations Officer

Triglav Group | Head of investor relations

Venue & location

Paris Marriott Champs Elysees Hotel
70 Avenue des Champs-Elysees
Paris 75008
France

Accommodation
IR Magazine has arranged preferential rates for delegates at nearby hotels. View the hotels and rates by clicking here.

Sponsors

Sponsorship opportunities

Our events provide a unique opportunity to get in front of some of the most influential people in the IR community globally. As a sponsor, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region.

Sponsoring the event will provide:

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

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

Past event attendees say

"This event provided a good opportunity to network whilst celebrating IR teams across Europe that are striving to deliver a professional service."

Paul Ferneyhough, REPSOL

"A very slick, enjoyable, five star event with excellent networking opportunities."

Abigail Herron, Aviva Investors

"Nice atmosphere and great place to network and meet other IR people"

Christian Stoehr, adidas Group

Book your seat

The passes below will provide you with full access to the two day conference, the awards presentation and the drinks reception. The ‘corporate attendee’ rate is reserved for IR professionals at publicly listed companies only. All others will have to book under the ‘non-corporate’ rate.

DISCOUNTED PASS
If you are a member of an IR association or society, you will receive €100 off the prices below*. Please contact your association to obtain the discount code or contact us if you have any problems securing this code. *Please note that these discount codes cannot be used in conjunction with any other offers.

Contact us

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IR Media Group Ltd, the owner of IR Magazine, Corporate Secretary and IRspace, respect the privacy of every person who visits, registers with or subscribes to our websites and online publications, and is committed to ensuring a safe online experience. This privacy statement applies to all IR Media Group’s websites as listed under the heading ‘Sites’ and outlines the information IR Media Group may collect and how we may use that information. It also explains what we do with information about you when you register to attend one of our events.
To view our privacy policy in full, please click here.