For over three decades, IR Magazine has honored excellence in investor relations around the world. We are delighted to be back in Hong Kong for 2020 to continue recognising and helping further IR best practice. Last year’s Greater China event attracted over 180 senior IR professionals – this internationally renowned event looks at the very best the IR community has to offer through our forum and awards.
OUR FORUM: The event kicks off with a forum where investors, analysts and heads of IR from small, mid and large cap companies come together to discuss key issues relating to investor relations, corporate governance, shareholder needs and the role of senior management in IR.
OUR AWARDS: The forum sessions are followed by our prestigious awards ceremony. We present two types of awards categories – researched and nominated – both celebrating the success of those individuals and companies that are leading the way in IR across Greater China.
For our researched categories, companies do not submit nominations. Instead, hundreds of analysts and investors cast their votes and give their opinions on which companies do the best IR in the region. In our nominated categories, companies have the opportunity to submit a written entry, free of charge, for aspects of IR that complement our researched categories. More information on the categories and how the winners are chosen can be found below.
Click on each session below to view details or click here to view as PDF
Registration and breakfast
Welcome to the forum and awards
Laurie Havelock, editor, IR Magazine
Remaining competitive by strengthening your ESG communications
As more mainstream investors integrate ESG into decision making, it is crucial for IROs to understand what the investment community want to hear, what they don’t and how to prepare senior management to deliver short, sharp, value-adding, comprehensive responses to ESG-related demands in 2020.
Hendrik Rosenthal, director – group sustainability, CLP Group
Edward Soon, head of corporates, Asia Pacific, Ipreo | IHS Markit
Gabriel Wilson-Otto, head of stewardship, Asia Pacific, BNP Paribas Asset Management
Straight from successful heads of IR: Next-gen targeting and benchmarking performance
Hear from award-winning IROs and targeting expert on how they demonstrate the value of IR, how they measure IR performance, how they work with the c-suite to execute successful investor meetings and attract new pools of investment.
Rui Hua Chang, group managing director, capital markets and investor relations, ESR
Jason Paltrowitz, executive vice president and director, OTC Markets Group
Venus Zhao, general manager of capital markets and corporate communications, Sinic Holdings
Refreshment break and networking
Trends in IR communication: A unified approach to amplifying your message
With increased expectations from investors to provide round-the-clock, accurate and clear messaging, IROs need to better understand how to make their digital toolkit work for them to improve response times. We explore the role of artificial intelligence in IR, website best practice, WeChat and social media messaging.
Emily Lau, general manager, investor relations, Pacific Basin Shipping
Olivia Wang, investor relations director, Yue Yuen Industrial
Changing investor perceptions in 2020: Q&A with the buy-side
Discover what keeps your most important audience up at night. Hear fund managers speak candidly about their pet peeves and most desirable IR traits. We’ll also discuss how the trend of large institutions taking corporate access in house is taking shape in Asia. Clarify your equity story for 2020 after hearing about the challenges the investment community see for businesses in the horizon.
Daisy Tang, Asia corporate access manager, COO group, investment platform, Wellington Management
William Tsang, head of research, portfolio manager, Chartwell Capital
The role of IR during a crisis: Preparing for the unexpected
With uncertainty around every corner, it has become increasingly important for an IRO to better understand how to maintain investor confidence, keep senior management informed and manage the media during a crisis – all while ensuring the long-term value of the company isn’t compromised
Suki Wong, head of IR, ANTA sports
Networking lunch and awards presentation
To inquire about speaking at the 2020 forum, please contact [email protected] or call +44 20 8004 5619
Rui Hua Chang
Group managing director, capital markets and investor relations
Rui Hua heads the Capital Markets and Investor Relations for ESR Group and reports to Group co-founders and co-CEOs Jeffrey Shen and Stuart Gibson, as well as Group CFO Cho Wee Peng. She focuses on driving ESR’s capital raising and capital market activities, leading a robust investor relations function and providing insights on market developments.
Before joining ESR Group, Rui Hua was the Head of Capital Markets and Corporate Finance, and Corporate Planning for CapitaLand China where she was involved in fund raising from local Chinese & foreign institutional investors, capital markets and corporate finance deals, and strategic planning and direction. Prior to this, she was the Group Head of CapitaLand’s Investor Relations and Capital Markets Compliance based in Singapore, managing institutional and public investors; interfacing with regulators on corporate governance, REITs regulation and disclosure matters; and handling key proxy providers. Rui Hua joined CapitaLand Limited in 2013 as the Assistant Vice President, Group CFO’s Office. She structured and executed CapitaLand’s prominent strategic projects such as privatisation of CapitaMalls Asia, and corporate finance projects like issuing and repurchasing convertible bonds.
Rui Hua has also established extensive investment banking experience with China International Capital Corporation and DBS Bank Ltd. She raised more than S$7.5 billion from the capital markets and many high-profile IPOs of international companies in Singapore such as Tiger Airways and Xinren Aluminum.
Rui Hua was voted as “Asia’s Best Investor Relations Professional (Property)” 1st place for overall and sell-side in Institutional Investors’ 2017 All-Asia Executive Team Ranking and “Best Investor Relations Officer (For Large Cap Companies)” in the IR Magazine Awards South East Asia 2017 and 2015. Under her leadership, CapitaLand also won the 1st place for “Best at Investor Relations in Singapore” in FinanceAsia Asia’s Best Companies 2017 and “Best Investor Relations Bronze Award” (For Large Caps) in Singapore Corporate Awards 2016.
On the social front, Rui Hua currently serves as a member of the Information and Corporate Relations Standing Committee of the Singapore Children’s Society.
Rui Hua received her Masters’ in International Public Policy (Merit) from University College London, Department of Politics and also graduated with a BSc in Social Science, Economics (2nd Upper Class Honors) from the National University of Singapore. In 2016, Rui Hua attended the Advanced Management Programme in Booth School of Business, University of Chicago. She is also a holder of the International Certificate of Investor Relations (ICIR).
General manager, investor relations
Pacific Basin Shipping
Ms. Lau graduated from the University of Hong Kong in 2003 with a BA degree in Geography and History and an MSc degree in Applied Accounting and Finance from Hong Kong Baptist University in 2012. She joined Suga International Holding in 2004 as a member of the Corporate Management team. In February 2005, she joined Pacific Basin as Investor Relations Assistant and promoted to General Manager in 2017. She is now responsible for corporate communications and investor relations of the Group. She was awarded the Best IR Professionals – Transport by Institutional Investors Asia Executive Awards in 2012, 2013, 2017 and 2018 and Best IR Professional by Corporate Governance Asia in 2015.
Executive vice president and director
OTC Markets Group
Jason Paltrowitz is Executive Vice President, Corporate Services at OTC Markets Group, where he is responsible for managing the firm’s international and domestic Corporate Services business. Drawing upon his expertise in cross-border trading and as a recognized proponent of Reg A+ and small company capital raising, Jason is an advocate for small cap issuers, start-ups, and entrepreneurial innovators working to alleviate the cost, time and complexity associated with being a public company. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division.
Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division. Jason currently serves on the Board of Directors of the Crowdfunding Professional Association (CfPA) and also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor’s degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.
Director - Group Sustainability
Hendrik Rosenthal is Director – Group Sustainability of the CLP Group and is responsible for the Group’s sustainability-related strategy, reporting and communications. He supports the senior management in sustainability and climate change-related risk management and advises on sustainability matters of the Group’s power business in the Asia-Pacific region.
With 20 years of experience in environmental management across the public, private and NGO sectors, Hendrik previously led research and consulting projects in Canada, Hong Kong and Singapore.
He began his career in natural resource management and environmental policy, through various positions at Canadian government agencies in environment and development. After moving to Hong Kong in 2008, Hendrik promoted sustainability practices via private sector projects and through policy engagement for industry associations. Prior to joining CLP, he was a senior manager of applied sustainability in Singapore working for a multinational company.
Head of corporates, Asia Pacific
Ipreo | IHS Markit
Edward Soon is the Head of Corporate Sales for IHS Markit across the APAC region. He is responsible for leading the team to grow and developing the IHS Markit business amongst corporate clients across the region.
Prior to joining Ipreo | IHS Markit, Edward held senior leadership positions in Thomson Reuters, Computershare and Georgeson, most recently heading the APAC Corporates business of Thomson Reuters. With over 19 years of experience in investor relations and corporate governance advisory, Edward has held general management roles spanning product management, strategic business development and sales.
Edward holds Master of Laws from the University of New South Wales, Australia, and graduated with a Bachelor of Commerce (Hons) and Bachelor of Laws (LL.B) from the same institution.
Head of Asia corporate access, COO group, investment platform
Daisy is responsible for building and leading the Asia Corporate Access Team to provide access to Asian corporations and experts for Wellington investors and clients. Her work involves bespoke field trips, conference calls, roadshows and investment conferences. She also works closely with external Corporate Access service providers and Expert Networks, and helps introduce Wellington Management to more Asian corporations.
Prior to joining Wellington Management in 2019, Daisy was an executive director of Asia Pacific Corporate Access at Goldman Sachs (2007 – 2019) and spent two years at the Investment Banking Division of China International Capital Corporation (CICC) (2005 – 2007).
Daisy earned her MBA from the University of Chicago Booth Business School (2019) and her BA in business management from the Beijing Foreign Studies University (2005).
Head of research, portfolio manager
William Tsang joined Chartwell Capital in 2007 and now serves as the Head of Research and Co-Portfolio Manager, overseeing Chartwell’s research team and investment fund. He is responsible for finding investment ideas, and jointly oversees and monitors the fund’s performance. Over the years, his investment coverage has included sectors such as TMT, semiconductors and equipment, health care and industrials. With more than a decade of experience in the investment industry, William’s technical background has also played a pivotal role in designing Chartwell Capital’s investment process and building its proprietary research systems. William was born and raised in Hong Kong, and speaks fluent Cantonese, Mandarin and English. William received a Bachelor of Science degree in Computer and Systems Engineering from Rensselaer Polytechnic Institute in the United States.
Investor relations director
Yue Yuen Industrial
Ms. Wang Chi, Olivia, is the Investor Relations Director for Yue Yuen Industrial (Holdings) Limited (Stock Code: 551.HK). Ms. Wang possesses around 13 years of professional experience in formulating capital market and investor relations strategies, and received numerous recognitions from investment community, including, among the others, “Best Investor Relations Officer” at the IR Magazine Awards and the HKIRA Awards. She was previously in charge of investor relations and strategy at other Hong Kong listed consumer discretionary companies, including L’Occitane International S.A. (Stock Code: 973.HK) and Stella International Holdings Ltd. (Stock Code: 1836.HK).
Ms. Wang holds a Master’s Degree in Corporate Finance from The Hong Kong Polytechnic University, School of Accounting and Finance, a Master’s of Science Degree in Public Policy & Management from Carnegie Mellon University, Heinz College, as well as a Bachelor of Political Science Degree from National Taiwan University.
Head of stewardship, Asia Pacific
BNP Paribas Asset Management
Gabriel Wilson-Otto joined BNP Paribas Asset Management in 2019 as Head of Stewardship, Asia Pacific. In this role, Gabriel represents and lead BNPP AM’s stewardship activities in Asia Pacific, including researching key corporate governance issues, undertaking direct and collaborative corporate engagement, and working with policymakers on key issues relating to sustainable finance and investment. BNPP AM has assets under management of EUR 421 billion and close to 900 staff in Asia Pacific located across 10 markets.
Gabriel joined from Goldman Sachs, Asia, where he was Executive Director, Head of GS SUSTAIN Asia. During his 12 years at Goldman Sachs, he was responsible for leading a team to identify long term investment opportunities in high quality companies, author research reports on key ESG issues, evaluate the performance of companies under a proprietary ESG scoring framework and focused on improving the performance of major corporations in the region by incorporating ESG factors into fundamental company valuations.
Gabriel holds a double Bachelor’s degree from The University of Melbourne, majoring in Commerce (Finance and Economics) and Information Systems and is a CFA charterholder.
Head of IR
General manager of capital markets and corporate communications
Ms. Zhao Hui, Venus has solid academic knowledge and professional experience in capital markets, investor relations, media relations, corporate communications, and corporate finance, with near fourteen years of relevant experience in Fortune 500 MNCs and Hong Kong listed companies.
In her current position as General Manager of Capital Markets and Corporate Communications at Sinic Holdings (Group) Company Limited (Stock code: 2103), she leads the team in designing and executing effective capital markets, investor relations and corporate communications programs, so as to enhance the transparency of the Company and ultimately to achieve a fair valuation of the Company’s securities.
She is also a Fellow of Hong Kong Investor Relations Association (HKIRA), and served previously as Council Member of Malaysia Chamber of Commerce, Full Member and Council Member of Hong Kong Institute of Marketing (HKIM), Full Member of Asia-Pacific Association of Communication Directors, and Full Member of Public Relations Society of America (PRSA) Los Angeles Chapter.
Venus received her master degree of Strategic Public Relations in Communications and Journalism School in University of Southern California, and her MBA degree concentrated in Finance in The Hong Kong University of Science & Technology.
Laurie Havelock is a 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.
Our awards-by-nomination categories differ from our traditional researched categories, as individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial members.
We are now accepting entries for 2020! Please click here to access the entry form. The deadline for submissions is midnight (UK time) on Friday, August 14.
If you have any questions that are not answered in the entry guidelines section on the form, please contact [email protected] or call +44 (0)20 8004 5339.
Please note that categories are subject to change based on the final number of entries received. Some categories may be split by market cap.
The 2020 judging panel will be announced shortly.
The judging process is made up of the following stages:
Stage 1: Judges are allocated to categories and sent the entry packs, which contain a longlist of submissions to review and score.
Stage 2: Judges are asked to score each submission based on how well the entrant has addressed the category criteria and entry form requirements for each section. These scores are collated and averaged by the IR Magazine awards team and the top scoring entries will form our shortlist of nominees in each category.
Stage 3: Once the shortlists are determined, judges come together with renewed scrutiny to discuss and debate the winning entry. This final stage will determine the winners and high commendations (where applicable) in each category.
"We all thought it went fantastically well; great content/speakers, fantastic chair and smooth logistics. It was a very impressive bunch of IR folks to gather in one room."
"A wonderful event to networking with the best. I love panel sessions with fresh topics and professional insights. Great work for the IR Magazine team."
"Topics relevant and well-organized"
"The event was very informative and helpful."
"It was an excellent event! We met lots of friends - our industry partners, IR friends from other companies and some of our service providers. Experts from Mainland China, Hong Kong and Taiwan gathered together to exchange experiences, discussed current trends of IR work and future anticipation. We also learned a lot from the high-quality forum. We're looking forward to attending this event again next year."
"It was a very good forum where I could share real experiences and practical advice from the panel speakers."
"A magnificent IR event for networking and learning updates of IR and insight from the peers."
"Well organized and well attended"
Our awards-by-research nominees are determined by the input of hundreds of analysts and portfolio managers, who vote for the companies, IROs and senior management who provide them with the best IR service across Greater China.
For more information about the 2020 research process and timeline, please contact resear[email protected].
Our awards by research are different from most others and also from our awards by nomination: for our awards by research, companies do not submit nominations. The winners are identified by in-depth research and any publicly traded company is eligible to be considered. This survey is the only one of its kind to go directly to the investment community, canvassing the opinions of the people who matter to you most.
May-July: Online survey
IR Magazine has been building investment community databases over the past 30 years. As part of the updating process, listed companies are contacted every year for details of the professionals who currently cover their stock. IR Magazine then conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. Each survey respondent is asked to nominate and rank up to five companies in a host of different research categories, from best IRO to best reporting.
September-October: Results analysis & short lists announced
Analysis of the results begins once the survey stage of the research is complete. Points are allocated to each company depending on how frequently it is nominated. The companies with the highest point scores in each individual awards category make the short list for that award. The top company will go on to win the award. Best-in-region awards are determined by the highest aggregate scores across all research categories.
The IR Magazine awards team receives the results and contacts all short-listed companies to give them the good news. The short lists are then published to the entire IR community a month before the event.
December: Winners announced
This year’s winners will be announced live on stage at the awards ceremonies, attended by the leading lights of the Asian investor relations community.
January: Report published
After the event the Investor Perception Study – Greater China report will be made available to professional subscribers to IR Magazine. This report will profile the top ranked companies and reveal information on how they conduct their IR activities and why investors voted for them.
For further information on this year’s investor survey, please contact [email protected] or call +44 20 3950 0587.
Attendees at this event are leading IR practitioners from across the Greater China region. Each participant is someone with an established track record and a strategic IR role within his or her company. Some of those who joined us in 2019 include:
|Job title||Company||Job title||Company|
|Account manager||China Zhongwang Holdings||Investor relations manager||Yue Yuen Industrial (Holdings)|
|Assistant company secretary||China Unicom (Hong Kong)||Investor relations officer||Pacific Basin Shipping|
|Assistant general manager, IR||K. Wah Intl Holdings||Investor relations officer||Li Ning Company|
|Assistant manager – corporate strategy||Link Asset Management||Investor relations senior manager||Li Ning Company|
|Assistant manager – investor relations||NWS Holdings||IR||CLP Holdings|
|Assistant manager, corporate communications||China Zhongwang Holdings||IR & PR manager of IR department||China Resources Beer|
|Assistant manager, investor relations||ENN Energy Holdings||IR analyst||Alibaba Group|
|Assistant manager, investor relations||Sa Sa International Holdings||IR assistant||Galaxy Entertainment|
|Assistant manager, IR||China Telecom||IR assistant manager||NetDragon Websoft (Hong Kong)|
|Associate director, investor relations||AIA Group||IR deputy manager||BizLink Holding|
|ASVP – investor relations||Galaxy Entertainment||IR director||ENN Energy|
|Board secretary||KunLun Energy Company||IR manager||ANTA Sports Products|
|Chief financial officer||Kerry Logistics Network||IR manager||Citic|
|Chief financial officer||361 Degrees International||IR manager||Differ Group|
|Chief financial officer and company secretary||Far East Consortium International||IR manager||PAX Global Technology|
|Chief strategist & head of business development||Huatai International Financial||IR officer||China Communications Services|
|Company secretary||Canvest Environmental Protection||IR officer||ANTA Sports Products|
|Company secretary||China Tower Corporation||IR senior manager||BizLink Holding|
|Company secretary of legal||China Resources Beer||IRO||China Resources Cement Holdings|
|Corporate affairs officer||K. Wah Intl Holdings||Manager||Lenovo Group|
|Corporate finance and strategy, AVP||PAX Global Technology||Manager||CLP Holdings|
|Deputy chief representative, HK & IR||PetroChina Company||Manager – corporate communication||New World Department Store|
|Deputy general manager||China State Construction||Manager – corporate services||Kerry Logistics Network|
|Deputy general manager of IR department||China Resources Beer||Manager – investor relations||Kerry Logistics Network|
|Director||Lenovo Group||Manager, company secretary department||China Unicom (Hong Kong)|
|Director – corporate comms & IR||Sa Sa International Holdings||Manager, investor relations||China Unicom (Hong Kong)|
|Director – group sustainability||CLP Holdings||Manager, IR & corporate communications||Chow Tai Fook Jewellery Group|
|Director – investor relations||CLP Holdings||Manager, IR||China Telecom|
|Director of investor relations||China Telecom||Managing director||Christensen IR|
|Director of investor relations||AIA Group||MD, head of corporate finance/IR||Alibaba Pictures Group|
|Director, investor relations||China Unicom (Hong Kong)||Principle secretarial manager of legal||China Resources Beer|
|Executive, IR||China Telecom||Public relations & ESG officer||China Overseas Land & Investment|
|Financial controller & company secretary||Shenzhou International Group||Public relations department||Far East Consortium International|
|GM of capital markets & corp comms||Sinic Holdings||Research analyst||Galaxy Entertainment|
|General manager of investor relations||China Resources Cement Holdings||Senior corporate communications manager||Fosun|
|General manager, investor relations||Pacific Basin Shipping||Senior director||Hill+Knowlton Strategies|
|Group corporate communications director||ESR Cayman||Senior director – corporate communication||Kerry Properties|
|Group corporate communications manager||ESR Cayman||Senior director – investor relations||Yum China|
|Group managing director, capital markets & IR||ESR Group||Senior director of IR/PR||LITE-ON Technology|
|Head of capital markets department||Agile Group Holdings||Senior executive – corp comms||Kerry Properties|
|Head of corporate development and M&A||Far East Consortium||Senior IR & PR manager||China Resources Beer|
|Head of investor relations||PetroChina Company||Senior IR director||NetDragon Websoft (HK)|
|Head of IR||KunLun Energy Company||Senior IR director||WuXi Biologics (Cayman)|
|Head of research, portfolio manager||Chartwell Capital||Senior manager||China State Construction|
|Head of stewardship, Asia Pacific||BNP Paribas Asset Management||Senior manager – corporate communications||China Overseas Land & Investment|
|Investor relations||Tencent||Senior manager – investor relations||Galaxy Entertainment|
|Investor relations assistant manager||Canvest Environmental Protection||Senior manager, corporate affairs||Agile Group Holdings|
|Investor relations director||Tencent Holdings||Senior manager, finance & accounting||Far East Consortium|
|Investor relations director||JNBY Design||Senior manager, IR & corporate affairs||Agile Group Holdings|
|Investor relations director||Yue Yuen Industrial||Senior supervisor, HK liaison office||China Life Insurance|
|Investor relations director||ANTA Sports Products||Senior vice president||Christensen IR|
|Investor relations manager||China Everbright||Vice president||Lenovo Group|
|Investor relations manager||ANTA Sports Products||Vice president||Citic Telecom International|
Forum & Awards Partners
EQS Group is a leading international technology provider for Investor Relations, Corporate Communications, and Corporate Compliance. More than 8,000 companies worldwide use EQS Group’s offerings to fulfill complex national and international disclosure obligations, to minimize risk, and to reach stakeholders.
EQS Group is a digital single-source provider for global teams. EQS Group’s products and services include a global newswire, regulatory news distribution, investor targeting and contact management, and insider list management. These are integrated within a cloud-based platform, the EQS COCKPIT, to streamline the workflows of Investor Relations, Communications, and Compliance professionals. The Group also offers an innovative whistleblowing and case management software, IR website services, digital reports, and webcasting solutions.
EQS Group was founded in 2000 in Munich, Germany. Today, the group employs over 400 professionals around the globe and has offices in the world’s key financial markets.
For more information, please visit www.eqs.com
Our forum and awards provides a unique opportunity to get in front of some of the most influential people in the Greater China region. 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 showcase your expertise in the area, align yourself with IR excellence and network with key decision makers from across the region.
Being a partner of the event will provide:
To find out more about the benefits of partnering and the various packages available, email Sébastien Dutrieu or call on +44 77315 33165.
The passes below will provide you with full access to the forum, the luncheon, the awards ceremony and networking breaks. The ‘corporate attendee’ rate is reserved for corporate IR professionals at publicly listed companies only.
Please note that these are our early-bird prices and any bookings made after October 9, 2020 will be charged at the standard rate.
If you require any assistance with your booking, please contact [email protected] or on +44 20 8004 4989.
We are monitoring the situation surrounding the Covid-19 virus on a daily basis. Based on the current advice provided by the World Health Organization, we will be going ahead with hosting the events as planned. The well being of our attendees is paramount and we plan to take a number of precautions onsite to ensure a hygienic environment. If you have any further questions, please contact Priscilla Lim for more information.