IR Magazine

The Global IR Forum 2020
Global best practice, regional outlook and sector-specific discussions

Tuesday, October 6, 2020 - Thursday, October 8, 2020

LIVE: 7 am – 6 pm UTC. Check agenda for regional times. All available on replay

About The Global IR Forum

The Global IR Forum brings together investor relations officers from different sectors, markets and regions to learn how to adapt their IR program at a time when markets are rapidly evolving and shareholder bases are changing.

WHAT’S NEW FOR 2020?

Unique to challenges in your sector: Economic downturns impact sectors in different ways and on different timescales. Our sector-specific discussions allow you to learn from your peers, understand analyst outlook on the future risks and opportunities, benchmark your IR performance and discover what makes investors select one company over another in the same sector.

Flexible and personalized: Aligned with your time zone and providing access to more than 35 sessions, you have the choice to engage with the most relevant topics for you at times that suit your working day.

Global and interactive: Interact with investor relations officers and investors from across the globe through breakout discussions and live video conversations as part of the largest virtual gathering of international IR professionals.

Sector-specific discussions

The global pandemic has accelerated digitalization, increased awareness on health practices and had a significant impact on the global economy. The nature of your industry and how it reacts to macro cycles presents unique challenges for your business and investor base. This year, the Global IR Forum features sector-focused sessions, so whether you’re managing risk or maximizing opportunity you can hear from leading heads of IR at public companies, investors and analysts in the following sectors:

 

Agenda

More than 30 sessions across three days will cover everything you need to know about investor relations in 2020.

Click here to view the agenda as a PDF

Note that all times shown are Coordinated Universal Time (UTC)

  • 07:00 AM
    Spotlight on Asia Pacific: Outlook for markets and investor relations

    This session will examine how regional and international investors are interpreting political risk and trade tensions in the Asia Pacific markets and how IR teams can capitalize on the reduced need for in-person roadshows.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Jessica Jook, Chief strategy officer and vice president for group investor relations, Canvest Environmental Protection Group
    Simon Weston, Fund manager, Axa Investment Management

  • 08:00 AM
    Networking break

  • 08:30 AM
    Investor relations in the Technology, Media and Telecoms sector

    Educating generalist investors and demonstrating your human capital efforts

    The global pandemic and subsequent government advice has accelerated many of the trends in accelerating growth in TMT. As a result, there has been an increase of generalist investors in the space and IR teams need to adapt their messaging accordingly. This is happening at a time when human capital, a key asset for technology firms, is gaining focus from society and investors alike.

    This session will discuss the necessary changes IROs should make in their investor engagement, messaging and ESG reporting as a result.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Inger Folkeson, Chief financial officer, Digi

  • 09:15 AM
    Investor relations in the Industrials sector

    Storytelling, Sustainability & Supply chains

    With the Covid-19-driven economic slowdown, many industrials firms will be adversely affected by halted activities and lower commercial usage.

    Regain comfort in the industry by learning how to communicate around supply chain resilience and operational risk, and understand how the influx of passive investors in the sector impacts your IR and ESG program.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 10:00 AM
    Expo break

  • 11:00 AM
    Spotlight on EMEA: Outlook for markets and investor relations

    This session aims to provide insight into the speed and magnitude of the recession and consequent recovery, specifically looking at how interest rates impact debt and equity markets and the issues impacting fund flows in the EMEA region.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 12:00 PM
    Networking break

  • 12:30 PM
    Investor relations in the Consumer Cyclical sector

    Adapting messaging for a cyclical investor base

    Discuss how to balance the long-term and short-term dynamics in your messaging to attract value investors but maintain trust with growth and GARP investors.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Kristin Kohler, Global head of investor relations, Dufry

  • 13:15 PM
    Investor relations in the Utilities sector

    How to shape your debt and equity IR programs moving forward

    As a defensive sector, the utilities session will look at the potential impact today’s government lending and spending will have on the sector in subsequent years.

    We will also discuss how current interest rates can impact your debt IR program and how IR teams should be communicating around capital allocation with their equity investors.

  • 14:00 PM
    Expo Break

  • 15:00 PM
    Spotlight on the Americas: Outlook for markets and investor relations

    In this session, which examines the key points for investor relations and capital markets in the Americas we examine the impact that the US election is likely to have on the region and discuss the future of equity markets given the rise of alternative sources of funding for companies.

    Moderator: Ben Ashwell, editor, IR Magazine

  • 16:00 PM
    Networking break

  • 16:30 PM
    Investor relations in the Financial sector

    Social responsibility and shareholder requirements after the pandemic

    Understand the buyside’s concerns and perspective on the sector and how to communicate with your shareholders during tough times.

    At a time when financial services firms need to find the delicate balance between financial health and shareholder returns we look at how IR teams can manage expectations with their shareholders and broaden their investor base by engaging and reporting around material ESG issues in the finance sector.

    Moderator: Ben Ashwell, editor, IR Magazine
    Brooke Carillo, Head of strategy and investor relations, Annaly
    Chad Reed, Head of investor relations, Hannon Armstrong

  • 17:15 PM
    Investor relations in the Healthcare sector

    Build credibility and understand how healthcare policies will impact IR

    The global pandemic has had a significant impact on health policies and the healthcare sector globally. During this session we look at what IR can do to build management’s credibility with investors at a time of increased interest.

    We examine how IR teams can help onboard new investors that may need bringing up to speed on the scientific details of the businesses and examine what lies ahead for M&A activity in the sector.

    Moderator: Ben Ashwell, editor, IR Magazine
    Myesha Lacy, Vice president of investor relations and corporate communication, Adverum

  • 18:00 PM
    End of day 1

  • 07:00 AM
    Rethinking IR budgets

    Re-assign or reduce?

    The reduction in travel has saved many companies a large proportion of their IR budget, but there is still pressure on companies to look for efficiencies in how they operate. Join the debate around how IR budgets should look in the short and medium-term, and which areas need to be prioritized.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Saravanan Desigamanie, Head of strategy and communications, Malakoff
    David Nicol, Executive vice president and chief financial officer, Metro Pacific Investments

  • 08:00 AM
    Networking break

  • 08:30 AM
    [Interactive session] Remote working and reporting in 2020: How to pandemic-proof your reporting processes

    Social distancing policies have disrupted how we collaborate, communicate and how we report. If the work-from-home trend continues throughout the next reporting cycles, changes need to be made to your processes to maintain quality reporting. Join this interactive session to share views and opinions on:

    • Your top reporting challenges resulting from remote working and the pandemic
    • How to collaborate around reporting, while ensuring the security of information while your teams are separated
    • Protecting your team’s mental health with the intense workload during the reporting period

    Moderator: Laurie Havelock, editor, IR Magazine
    Richard Fosbury, Business developer, CtrlPrint
    Luke Newton, Business developer, CtrlPrint

  • 09:15 AM
    Covid-19 and climate: Balancing long and short-term factors in your ESG program

    The pandemic has bought into focus social and human capital however climate action is still a big factor for investor engagement and decision making. In this session we discuss how to balance the shorter-term ESG challenges with the long-term risks.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 10:00 AM
    Expo break

  • 11:00 AM
    How will Mifid II and Covid-19 change the nature of corporate access?

    Mifid II focused attentions on the cost of corporate access and Covid-19 opened eyes to the expanded reach of virtual meetings, but how will access to management evolve?

    During this session we look at how to manage investors’ increased expectation around the availability of management and examine how to improve engagement during virtual group meetings. Finally, this session will provide advice on how to start new relationships over a virtual setting at a time when investor bases are in flux.

    Moderator: Wim Allegaert, Chair, BelIR
    Victor Drozdov, Director of business communications and head of investor relations, Polyus
    Patrick Kofler, Head of investor relations, Zalando

  • 12:00 PM
    Networking break

  • 12:30 PM
    Investor relations in the Financial sector

    Social responsibility and shareholder requirements after the pandemic

    Understand the buyside’s concerns and perspective on the sector and how to communicate with your shareholders during tough times.

    At a time when financial services firms need to find the delicate balance between financial health and shareholder returns we look at how IR teams can manage expectations with their shareholders and broaden their investor base by engaging and reporting around material ESG issues in the finance sector.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Richard O’Connor, Global head of investor relations, HSBC
    Rob Gurner, Head of investor relations, Plus500

  • 13:15 PM
    Investor relations in the Consumer Non-cyclical sector

    Managing short-horizon investors and showcasing the tangible digitally

    Discuss the best way to showcase tangible products and operations for investors in a virtual setting.

    Learn how the accelerated shift to e-commerce and changes in consumer behavior have changed investor thinking on consumer staples and what IR can do to manage an increased focus in the sector from short-horizon investors.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Phil Terpolilli, Director of investor relations, Presitge consumer healthcare

  • 14:00 PM
    Expo break

  • 15:00 PM
    What’s the best way to engage new investors these days?

    Get the attention and build trust with new investors to boost liquidity and combat volatility.

    Targeting is significantly more crucial and difficult during periods of disruption, both to markets and the IR meeting schedule.

    During this session we examine the best ways to build new relationships remotely. We will specifically advise on the best ways to use alternative methods of engaging with investors and how to change your messaging and approach in a bid to enhance visibility.

    Moderator: Ben Ashwell, editor, IR Magazine
    Michael Becker, Executive vice president of strategic partnerships and initiatives, Business Wire

  • 16:00 PM
    Networking break

  • 16:30 PM
    Investor relations in the Technology, Media and Telecoms sector

    Educating generalist investors and demonstrating your human capital efforts

    The global pandemic and subsequent government advice has accelerated many of the trends in accelerating growth in TMT. As a result, there has been an increase of generalist investors in the space and IR teams need to adapt their messaging accordingly. This is happening at a time when human capital, a key asset for technology firms, is gaining focus from society and investors alike.

    This session will discuss the necessary changes IROs should make in their investor engagement, messaging and ESG reporting as a result.

    Moderator: Ben Ashwell, editor, IR Magazine
    Lucy Rutishauser, Executive vice president and chief financial officer, Sinclair Broadcast Group

  • 17:15 PM
    Investor relations in the Energy sector

    Is Covid-19 the catalyst for accelerating the energy transition?

    As demand for commodities and export demand effects energy companies globally, energy stocks are in a potentially volatile state.

    Discuss the impact that the recent oil price drop will have on the sector, and how Covid-19 will impact the energy transition and longevity of traditional energy.

    Discover how IR teams can create better liquidity and improve their access to capital at this lower point in the cycle.

    Moderator: Ben Ashwell, editor, IR Magazine
    Sean Brown, Chief financial officer, Gibson Energy

  • 18:00 PM
    End of day 2

  • 07:00 AM
    Active vs. passive in the coronavirus context

    Will Covid-19 result in a snap-back to active management, or will the trend to passive continue?

    During this session we debate the impact that Covid-19 has had on market structure and the future of passive investing.

    We will also explore how IR can manage their passive investor base going forward, including looking at the governance efforts as passive investors apply more pressure on ESG and what IR teams can do if they are suddenly included or excluded from an index.

  • 08:00 AM
    Networking break

  • 08:30 AM
    Investor relations in the Consumer Non-cyclical sector

    Managing short-horizon investors and showcasing the tangible digitally

    Discuss the best way to showcase tangible products and operations for investors in a virtual setting.

    Learn how the accelerated shift to e-commerce and changes in consumer behavior have changed investor thinking on consumer staples and what IR can do to manage an increased focus in the sector from short-horizon investors.

    Laurie Havelock, editor-at-large, IR Magazine
    David Akers, Head of investor relations, The a2 Milk Company

  • 09:15 AM
    Investor relations in the Financial sector

    Social responsibility and shareholder requirements after the pandemic

    Understand the buyside’s concerns and perspective on the sector and how to communicate with your shareholders during tough times.

    At a time when financial services firms need to find the delicate balance between financial health and shareholder returns we look at how IR teams can manage expectations with their shareholders and broaden their investor base by engaging and reporting around material ESG issues in the finance sector.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Walid Mourad, Director portfolio manager and analyst, Lazard Gulf

  • 10:00 AM
    Expo break

  • 11:00 AM
    How to meet and manage investor expectations

    The lack of guidance is creating larger spread across analysts’ consensus yet providing guidance without certainty causes its own problems.

    Join us to understand when and how companies should re-instate guidance, what the market conditions need to be to ensure that it’s accurate and learn how to decide how much information you should provide to the market when the external environment is rapidly changing.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Lorenzo Crispoltoni, Head of equity and alternative investments, Fideuram intesa sanpaolo

  • 12:00 PM
    Networking break

  • 12:30 PM
    Investor relations in the Industrials sector

    Storytelling, Sustainability & Supply chains

    With the Covid-19-driven economic slowdown, many industrials firms will be adversely affected by halted activities and lower commercial usage.

    Regain comfort in the industry by learning how to communicate around supply chain resilience and operational risk, and understand how the influx of passive investors in the sector impacts your IR and ESG program.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Adam Borgatti, Senior vice president of corporate development and investor relations, Aecon

  • 13:15 PM
    Investor relations in the Healthcare sector

    Build credibility and understand how healthcare policies will impact IR

    The global pandemic has had a significant impact on health policies and the healthcare sector globally. During this session we look at what IR can do to build management’s credibility with investors at a time of increased interest.

    We examine how IR teams can help onboard new investors that may need bringing up to speed on the scientific details of the businesses and examine what lies ahead for M&A activity in the sector.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Josie Afolabi, Director of investor relations, AstraZeneca
    Andrew Swift, Head of investor relations, Smith-Nephew
    Tom Waldron, Director of investor relations, AstraZeneca

  • 14:00 PM
    Expo break

  • 15:00 PM
    How issuers and investors are applying new technologies

    How is technology changing investing and investor relations?

    There has been much talk around how the buyside are developing artificial intelligence to assist investment decisions and how that would impact the role of IR.

    Technology is also making the stock market more accessible for retail investors, and we have recently seen a rising trend of retail investors.

    We debate whether the application of these technologies are going to have an impact on investor relations in the next decade and ask if IR teams are at risk of falling behind in terms of their technology use.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Greg Secord, Vice president of investor relations, Opentext
    Vladimir Zluzhsky, Head of communications and investor relations, Severstal

  • 16:00 PM
    Networking break

  • 16:30 PM
    Investor relations in the Consumer Cyclical sector

    Adapting messaging for a cyclical investor base

    Discuss how to balance the long-term and short-term dynamics in your messaging to attract value investors but maintain trust with growth and GARP investors.

    Moderator: Ben Ashwell, editor, IR Magazine
    Lori Keith, Portfolio manager and director of research, Parnassus Investments
    Debbie Hancock, Senior vice president of investor relations, Hasbro

  • 17:15 PM
    The newly emerging IRO: Predictions for 2021 and beyond

    In our final session, we look to take stock of the changes in 2020, how permanently it will affect the IR profession and what lessons can be learned. We then look to the year ahead and review the skills required and challenges facing IROs over the coming 12 months.

    Smooch Repovich Reynolds, Managing director and partner, ZRG Group

  • 17:30 PM
    End of conference

Attendees

Over 2,150 investor relations professionals from 33+ countries have engaged with our virtual events to date in 2020. Below is a snapshot of who attends our virtual events. We expect over 400 senior-level IR practitioners with a strategic role in his or her company to join us in October.

 

Request attendee list

Speakers

Our most senior speaker line-up to date shares expert opinions from across the global capital markets


Attendees say

"Hopin was great. Really had the virtual feel of an in person conference."

llumina

"Easy access to link to event and to ask questions."

ESG Verification

"Platform has become stable and reliable."

Q4

"I was tremendously impressed with the content and also the seamless event platform! Kudos to you and the IR team for pioneering these fantastic virtual events!"

SASB

"Great having video incorporated into the all-day event and appreciated the range of speakers."

Anonymous

"Great to have all IR Professionals over the Globe at a virtual event."

Anonymous

"I liked how I was able to be part of a global IR event while staying in Japan. Interactive, possibility to network freely with global IR professionals."

IHS Markit

"I liked the virtual format-worked well for me. The comments on the right were an added bonus."

Curran & Connors

Regional outlook

Different governments have approached the Covid-19 crisis in contrasting ways, and the speed at which restrictions have been easing is equally different. This creates a variety of scenarios for business, regulators and investors alike. The Global IR Forum is structured to focus on the most relevant challenges facing investor relations in your region. We will be covering the following regions:

Our global partners

Become a partner

The Global IR Forum brings together some of the most influential people in the international investor relations community at a time of great change for the profession. The unique content and interaction created at our virtual events afford our partners exceptional opportunities to engage with a global audience of IR professionals on a subject that reflects their expertise.

Becoming a partner means you will:

  • Showcase your knowledge in your chosen topic, region or sector
  • Keep your finger on the pulse using the interactive element to understand how priorities are changing for IR Officers
  • Generate qualified leads by speaking to people that are most interested in your session
  • Build relationships with a global audience through our virtual, interactive and global format.
  • Launch new products and solutions using your virtual expo booth
  • Build relationships with new customers by participating in one-on-one video meetings
  • Measure your ROI through advanced analytics on engagement and exposure
  • Increase brand awareness and gain credibility through association with the global gathering of investor relations professionals.

All our partnerships are created using a mix of branding, thought leadership, lead generation and meetings with your target audience. You tell us your objectives and we will work with you to tailor a package based on your requirements.

To find out more about how we can help, contact  Sebastien Dutrieu or call on +44 77315 33165.

NIRI IRC® CREDENTIAL

Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) at this event. IRC-credentialed speakers may also earn PDUs.  Find out more information at www.niri.org/certification.

Book your place

This event is open to all investor relations professionals. To register, please fill in the form below and we’ll send through login instructions.

If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989.

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