Conrad Hong Kong
For the past three decades, IR Magazine has honored excellence in investor relations around the world and in 2024, we will continue to recognize and help further IR best practice. Last year, almost 200 senior IR professionals joined this internationally renowned event looking at the very best the IR community has to offer through our forum and awards.
The event will kick off with a forum where investors, analysts and heads of IR from small, mid and large cap companies came together to discuss key issues relating to investor relations, corporate governance, shareholder needs and the role of senior management in IR.
We will 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 in 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 for aspects of IR that complement our researched categories. More information can be found in the sections below.
We will be announcing the 2024 agenda shortly. In the meantime please see below for the 2023 agenda or click here to see the full agenda as a PDF.
All times are in Hong Kong Standard Time.
08:15 AM
Registration, breakfast and networking
Collect your conference badge, then join us for breakfast and networking before the forum commences
08:55 AM
Opening remarks: Welcome to the forum
A scene-setting session that explains the current situation and topics up for discussion throughout the day.
09:00 AM
Investor relations in a changing investment landscape
Inflation, interest rates and geopolitics have caused investors to re-evaluate their investment strategies within the Greater China region.
Our opening session explores how markets are changing, what IR teams can do to adapt, and how best to measure IR success in today’s investment landscape.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Jason Paltrowitz, executive vice president, OTC Markets Group
Peggy Tsai, investor relations manager, Chenbro Micom
09:30 AM
How to prepare for mandatory climate-related disclosures
The Stock Exchange of Hong Kong has proposed to mandate all issuers to make International Sustainability Standards Board (ISSB) aligned climate disclosures in their ESG reports.
This session will share guidance on how companies can comply with the new reporting rules and ways to use ESG to the advantage of investor relations.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Jessie Xiaoyi Jin, chief manager, investor relations and ESG, ATRenew
Christy Liang, board secretary & chief director, IR & ESG, ENN Natural Gas Co
10:00 AM
Networking break & refreshments
Take a break and enjoy some networking time
10:30 AM
Artificial Intelligence: How to use generative AI to enhance your IR program
Globally IR teams have been experimenting with artificial intelligence since the world discovered ChatGPT.
This session will demonstrate how companies are using generative AI to improve the efficiency, quality and output of their IR activities, and discuss the future possibilities for the technology within the IR profession.
Moderator: Steve Wade, head of content, IR Magazine
Erik Carlson, COO and CFO, Notified
10:50 AM
Digital engagement strategies
As communication technologies continue to evolve we explore how best to utilize these tools to expand the reach of your IR program and promote better transparency with your shareholders.
This session will showcase effective techniques award-winning IROs have implemented to improve their communication using different media channels.
Moderator: Steve Wade, head of content, IR Magazine
Akshay Coppa, co-founder and vice president, products, Euroland IR
Jenny Huang, co-founder and managing director, APAC, Euroland IR
Stanley Zhou, Director of capital market and investor relations, Zhongan Online P&C Insurance
11:20 AM
Reimagining investor targeting: Optimizing your engagement strategy
In today’s market environment finding fund managers who are best positioned to invest in your company is critical and requires an analytical and methodical approach.
In this session, we will explore going beyond peer analysis to provide insight into how to use alternative data to enhance your success during investor meetings.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Owen Howden, senior associate of investor engagement, Nasdaq
Amy Song, vice president, GCL Technology
William Tsang, head of research, portfolio manager, Chartwell Capital
Rui Zhang, CEO, Irostors
11:55 AM
Successful hybrid investor engagement
Covid-19 restrictions are a distant memory, however, travel to and from the region is still not back to pre-pandemic levels, and companies have seen the efficiency benefits of virtual investor engagement.
This session explores how companies can best implement a hybrid IR strategy that increases transparency, builds better relationships and creates a meaningful dialogue between management, IR, the analyst community and the buyside.
Moderator: Steve Wade, head of content, IR Magazine
Nick Huang, investor relations manager, Hon Hai Precision Industry
Lisa Lai, director, investor relations, China Telecom
Christy Lam, director, investor relations, Link Asset Management
12:25 PM
Closing remarks
Laurence Taylor, senior conference producer, IR Magazine
12:30 PM
Networking lunch and awards presentation
14:30 PM
End of forum and awards
For our awards-by-nomination categories, individuals and companies are given the opportunity to submit written entries to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial team members.
The deadline has now passed and we are no longer accepting entries. We will be in touch with all submitters from the end of September onwards with an update on their submissions.
Please note that categories are subject to change based on the final number of submissions received. Some categories may be split by market cap size.
View the full list of 2023 nominees and winners by clicking here.
If you have any questions, please contact [email protected] or +44 20 8004 4989.
The awards-by-nomination categories differ from our traditional researched awards, as individuals and companies are given the opportunity to submit written entries to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial team members.
The judging process consists of three simple phases:
Phase one: Once the entry deadline has passed, the IR Magazine editorial team reviews all submissions and produces the short list
Phase two: The short-listed entries are shared with an independent judging panel made up of industry experts. The judges review each short-listed entry and select their top two picks per category
Phase three: The judges come together to discuss, debate and select the final list of winners who will go on to win an award
The judges’ votes are not made public, but their comments may be published in articles or reports after the event. Judges are not required to make comments against every submission.
Click here to view the judges biographies.
Director, Taiwan Investor Relations Institute (TIRI)
Partner, Prospervest Family Office Group and COO, Wofoo Social Enterprises
Chief risk officer, Chartwell Capital
Head of sustainable investing strategy, Fidelity International
Senior reporter, IR Magazine
The majority of our attendees are heads of IR from across Greater China who are being recognized for their fantastic contribution to IR. Each participant is someone with an established track record and a strategic IR role within his or her company.
Below is a sample list of attendees who have joined our event in the past:
Job title | Company | Job title | Company | |
Assistant manager, IR | Fubon Financial Holding Co | IR director | AliHealth | |
Associate director, IR | AIA Company | IR director | Hygeia Healthcare Holding Co | |
Chief financial officer | CANbridge Pharmaceuticals | IR director & company secretary | China Resources Beer (Holdings) Company | |
Chief manager, ESG and IR | China Construction Bank Corporation | IR officer | ANTA Sports Products | |
Director, capital market & IR | ZhongAn online P&C Insurance Co | IR specialist | Precision Tsugami (China) Corporation | |
Director, investor relationships | Haier Smart Home Co | Manager, sustainability and communications | Kerry Properties | |
Director, IR | CLP | Officer, IR | Minsheng | |
Director, IR | Koolearn | Officer, IR department | China Telecom Corporation | |
Director, IR | Tongcheng Travel | Senior director, IR | China Modern Dairy Holdings | |
General manager, capital market | Anton Oil | Senior director, IR | NetDragon Websoft Holdings | |
Group investor relations manager | CK Hutchison Holdings | Senior executive, R | NagaCorp | |
Head of communications | InnoCare Pharma | Senior investor relations analyst | Central China Real Estate | |
Head of corporate communication | Transcenta Holding | Senior IR director | Yum China Holdings | |
Head of IR & sustainability | ENN Energy | Senior manager | MicroPort Scientific Corporation | |
Head of IR | MTR Corporation | Senior manager, IR and sustainability | Xtep International Holdings | |
Head of IR | Shenwan Hongyuan Group Co | Senior manager, IR | The People’s Insurance Company | |
Head of IR & capital market | Brii Biosciences | Senior officer, IR | COSCO Shipping International (Hong Kong) Co | |
Head of research, portfolio manager | Chartwell Capital | Senior officer, IR | Yue Yuen Industrial (Holdings) | |
International digital content manager | Ping An Insurance | Senior vice president | Piacente Financial Communications | |
Investor relations officer | China Unicom (Hong Kong) | Treasurer & IR | Hysan Development Company LImited | |
IR & communication director | Xinyi Glass Holdings | VP, investor relations | Huobi Technology Holdings |
Our awards-by-research nominees are determined by the input of hundreds of analysts and portfolio managers, who give their opinions on which companies provide them with the best IR service in the Greater China region. Every year we invite any publicly listed company to submit their list of buy and sell-side analysts and portfolio managers, so that they have the opportunity to vote via our survey.
We are delighted to announce the list of 2023 winners. View the full list by clicking here.
Please click on the tabs below to view the research timeline. If you have any questions on this process or wish to access our data sharing agreement, please visit our Frequently Asked Questions page. For any further queries about the research, please contact [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-August: 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
The winners are announced at our awards ceremony, which is attended by the leading lights of the Asian investor relations community.
For more information around the investor survey, please contact [email protected].
Conrad Hong Kong
One Pacific Place
88 Queensway
Admiralty
Hong Kong
For transport options and directions to the venue, please click here.
Accommodation:
IR Magazine has arranged for discounted rates at nearby hotels located a short distance away from the venue. Click here to view the hotels and rates.
Dress code: Business casual
Why partner with us?
The IR Magazine Forum & Awards – Greater China brings together some of the most influential people in the IR community.
The event offers an effective approach to targeting clients when they are exploring how they can improve their IR practice. Through our unrivaled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.
The unique buzz we create at our in-person forums – a far cry from a traditional conference – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their IR program to invest in, which service providers to engage and consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to the IR community.
Not forgetting the unique buzz we create at our in-person awards, becoming a partner will enable you to:
We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Forum & Awards – Greater China. Get in touch with Henry Wright or call on +44 20 8004 5337.
Forum & Awards Partners
Bank of America is one of the world’s largest financial institutions, serving large corporations, small and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk-management products and services. BofA Securities, the institutional broker dealer business of Bank of America, is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital-raising solutions, lending, risk management, treasury, liquidity and payments management. Bank of America Corporation is listed on the NYSE.
For more information, please visit www.bofaml.com.
Citigate Dewe Rogerson is a leading international financial communications consultancy, which has been in Asia Pacific for more nearly 30 years. With offices in Hong Kong, Beijing, Shanghai, Singapore and Tapei, we are trusted advisors to major and emerging companies and to industry bodies – whenever clear and persuasive communication will make a difference.
We offer intelligent, tailored solutions delivered by a team of high-calibre people. Our sophisticated advisors bring their experience from journalism, investment banking, accountancy, financial analysis and other professional disciplines.
Our practice areas are:
For more information, please visit www.citigatedewerogerson.com.
EQS Group is a recognised leading international solution provider (Saas) of regulatory technology (RegTech) in the areas of investor relations, corporate compliance, and ESG. In working with EQS Group, thousands of companies worldwide inspire trust by fulfilling complex national and international disclosure obligations, minimizing risks, and communicating transparently with stakeholders.
For more information, please visit www.eqs.com
Irostors is an online software that simplifies investor targeting. We help Investor Relations Officers build a robust investor prospection pipeline, create meaningful engagement opportunities, and gather actionable insights into investor interests and behaviours. Central to our offering is the seamless integration of process automation and data science that delivers more effective and cost-efficient IR communications.
Headquartered in Hong Kong, our team provides instant client support to facilitate user onboarding and harness the full capabilities of our platform. For more information, please visit www.irostors.com
First impressions matter. Where other meeting and webinar tools stop at communication, Lumi Global’s platform goes beyond to power the most critical decision-making in the IR meetings that matter.
Lumi Global transforms earnings calls, investor days and ESG events, empowering you to communicate your financial performance and company strategy to in-room and virtual participants in near-real time. Our industry-leading technology helps you increase the reputation and perception of your brand, driving market confidence and increased investment.
Lumi Global’s powerful platform allows you to connect with investors and analysts, demonstrate transparency, and strengthen relationships with the investor community.
For more information, visit www.lumiglobal.com.
Nasdaq IR Intelligence
Issuers from all market caps, sectors, and regions partner with Nasdaq IR Intelligence to drive valuation, discover new capital, and elevate their global brand. Our team of consultative experts and award-winning IR software provide clients with strategic, actionable intelligence and unparalleled visibility into the capital markets.
For over 10 years Nasdaq IR Intelligence has supported the Asia-Pacific market combining Nasdaq’s collective intelligence, expertise, and data with premium financial content to maximize the effectiveness of their IR and ESG initiatives and enhance shareholder value.
To learn more, visit: www.nasdaq.com/solutions/ir-intelligence.
Notified makes it easy for brands to create and share powerful stories with the world. Our suite of world-class, award-winning solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.
Notified’s solutions help businesses effectively share and amplify their stories to customers, investors, employees, and the media. From press release distribution via GlobeNewswire to earnings calls, IR websites, social listening, media engagement tools, webinars and virtual events, Notified has you covered.
Learn more at www.notified.com or follow us on LinkedIn, Twitter, or our Blog.
OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our three public markets: OTCQX® Best Market, OTCQB® Venture Market and Pink® Open Market.
Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets.
OTC Link ATS, OTC Link ECN and OTC Link NQB are each an SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC.
To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.
Click below to book your first release tickets. We have 12 individual seats and 5 tables left at first release rate before the rate will automatically increase to the second release rate.
All rates are charged in USD. Tickets include access to all forums, networking sessions and the awards presentation.
If you have any questions, please contact Thomas Williams at [email protected] or +44 208 090 2156.
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For partnership inquiries
+44 20 8004 5337
For agenda inquiries
+44 7804 740172
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