Live: 9:00am to 3:30pm Eastern.
The IR Magazine Forum – Small Cap is a best practice event on effective shareholder communications designed exclusively for CEOs, CFOs, IROs and advisors from small and micro-cap companies. Spanning multiple industries, the one-day virtual conference focuses on the unique issues affecting small cap companies.
Timely event: Increasing sell-side coverage, managing volatility or getting the messaging right have always been a challenge for small companies. The economic fallout from Covid-19 means small caps are even more at risk when it comes to attracting the attention of investors and analysts in the coming months. With the year-end fast approaching, this event is perfectly positioned to help you take stock of the year-to-date, refocus and plan for 2020-2021
Benchmarking: it is a great opportunity to evaluate where you stand in comparison to your peers, how other small cap companies have managed and overcome similar challenges
Run lean: learn how to have a maximum strategic impact with limited resources – do more with less, learn how seasoned IR professionals prioritize their team
Unique format: far from a traditional webinar format, our virtual event platform enables attendees to have one on one video chat and participate in virtual roundtable discussions with fellow IROs from small and micro-cap companies globally.
Discover something new: learn about new technologies, innovations, and services that are available to help to transform your IR strategy, increase productivity and make better decisions
Network with the community: meet with investors, analysts, experts, and peers
In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the IR Magazine Forum – Small Cap will take place as a virtual experience.
Using the latest cutting edge technology available, our virtual event platform closely replicates being there in person with the chance to interact with speakers and have one-to-one networking in-between panel talks.
Going virtual connects our attendees to even more attendees, from the comfort of their desk.
NIRI IRC® CREDENTIAL
Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.
Click on the session title below to view details. Small Cap Forum 2020 Agenda PDF
Welcome to the forum
SNAPSHOT: Impact of Covid-19 – what are the emerging risks and future outlooks for small and micro-cap firms?
A short briefing to take stock of the current market, the exposures on the small cap side and the current focuses for small cap IROs.
PANEL: Owning the narrative: strengthening your message and ensuring the evolving market understands the story
With an unprecedented level of volatility in the market and uncertainty in the economy, it’s a challenging time to tell a consistent equity story. Public companies are encouraged to focus on their long-term value proposition, while also providing short-term operational updates. In this session, we will explore how messaging has evolved over the last year, and how you can ensure the market understands your story. We will discuss:
PANEL: Getting corporate access right in a virtual world
Investors will almost always say that they won’t invest in a company without meeting the management team first. But the opportunity to shake hands and look someone in the eye seems far away, so how can small and micro-cap companies run a successful virtual corporate access program? For virtual investor meetings how ambitious should you be with your investor targeting and engagement efforts?
PRESENTATION: Responding to the changing investor base during Covid-19, and attracting the right investors for your company
How has the small cap investor base evolved? Has there been a move towards passive vs active, value, or short-term investors? What does this mean for long-term prospects for small caps and liquidity?
PANEL: Generate visibility: how to target analyst coverage
Sell-side coverage can help small and micro-cap companies gain more visibility, liquidity and trading volume. During times of crisis, a tenured sell-side analyst can also act as an extension of the IR team, helping to reassert a company’s equity story. But sell-side coverage of small and micro-cap companies has decreased in recent years, due to sell-side economics and regulatory changes. In this session, we’ll discuss how companies can attract sell-side coverage and what alternatives exist.
PANEL: Doing more with less: prioritizing an ESG journey as a small cap
As ESG becomes an increasingly unwavering factor for investors and regulators worldwide, small caps are stretched to meet the requirements. Learn ways to keep up with large cap companies and harness ESG for your business advantage.
Live Q&A: Meet the portfolio managers. What do investors and analysts want from small caps at this time?
This session gives the opportunity to have your questions answered by investors and analysts, understand how the markets are viewing key issues of the day, and what is driving current decisions.
BREAKOUTS: Join other delegates to discuss a key topic of your choice in our interactive discussions
In this session, delegates can choose from one of three key themes and participate in a secure video chat with fellow small cap IROs.
– The ESG challenges of small caps – Join this breakout session to share what you are doing to succeed with ESG as a small cap, in a market dominated by large caps with big budgets and resources. How can small caps get ahead, get on indexes and benefit from this movement?
– Virtual corporate access – What have been some best practice or forward-thinking methods of corporate access during the pandemic, and what is the future looking like for new technologies in the IR world? This session will look at the successes of virtual earnings calls, investor days, and tips and tricks to succeed.
– Attracting sell-side coverage – This session debates the benefits and challenges of securing sell-side coverage, whether paid for analysis is worth it, and how small caps can harness compelling comms to access the right analysts for their company.
–How to run an IR program as a small or micro-cap – From budgets to press coverage, messaging and marketing, this session will tackle the unique challenges of small and micro-cap companies, and will break down the key components of running an effective small or micro-cap IR program.
Summary and close of forum
Each participant is someone with an established track record and a strategic IR role at a small or micro-cap company. 2019 attendees included:
|Job title||Company||Job title||Company|
|Analyst, corporate financial||RPT Realty||Executive assistant||Kadmon|
|CEO||Q BioMed||Investor relations||Safehold|
|CEO||Verb Technology||Manager of strategy, corp. development and investor relations||EnPro Industries|
|CFO||Smith-Midland Corporation||Manager, international small cap portfolio||The Royce Funds|
|CFO||Phunware||Manager, investor relations||Safehold|
|Co-founder, president||Intro-Blue||Senior director, investor relations||Veeco Instruments|
|Director, financial reporting||Bel Fuse||Sr. manager – IR & financial communications||Garrett Motion|
|Director, investor relations||Criteo||SVP, investor relations & marketing||Safehold|
|Director, investor relations||NAPCO Security Technologies||SVP, investor relations & treasurer||Titan International|
|Director, investor relations & corporate communications||Anterix||Vice president of finance||Bel Fuse|
|Director, investor relations & corporate communications||Kadmon||VP, investor relations||Iridium Communications|
|Director, IR||Constellium||VP, investor relations||Telaria|
|Director, IR||Nanobiotix||VP, treasurer||Glatfelter|
"Easy participation. Visibility and up-voting of questions."
"I was impressed by how seamless the virtual format was.
"Hopin was a great platform - the 4 speakers in view really made it seem like they were sitting on a stage."
"The discussion on research options was great"
"The Forum was truly focused on small cap and micro cap, which is hard to find elsewhere. All the attendees including the speakers, panelists and audience are navigating same challenges and excitements, therefore even the sideway chat was very open and helpful. "
"The networking was great, as were the speakers. IR Magazine is savvy to shine light on what is usually an overlooked sector in small caps. "
"The event was very well organized, and incorporated a cross-section of experts that spoke to various aspects of IR."
"Great to spend some time with people at different ends of the IR experience spectrum, looking at how they approach challenges in the role"
"Fabulous opportunity to talk about topical issues relevant to IR professionals across sectors and to share ideas and experiences"
"Very interactive, I liked the opportunities to discuss in the groups"
In association with
OTC Markets Group Inc.(OTCQX: OTCM) operates the OTCQX Best Market, the OTCQB Venture Market and the Pink Open Market for 10,000 U.S. and global securities. Through OTC Link ATS and OTC Link ECN, we connect a diverse network of broker-dealers that provide liquidity and execution services. We enable investors to easily trade through the broker of their choice and empower companies to improve the quality of information available for investors.
To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.
OTC Link ATS and OTC Link ECN are operated by OTC Link LLC, member FINRA/SIPC and SEC regulated ATS.
BTV is a TV production and Digital Marketing Agency that helps issuers increase brand awareness to a national retail and institutional investor audience through unique services including:
BTV – Business Television, a half-hour weekly investment program, profiling emerging Canadian and US companies brings investors information for their portfolio. With Hosts, Taylor Thoen and Jessica Katrichak, BTV is broadcast on BNN Bloomberg, US-Biz TV and Air Canada and interviews top analysts plus showcases companies at their location for an insightful business perspective.
CEO Clips are short company video profiles broadcast to a large audience of investors on TV and 15+ financial sites including Reuters, Yahoo! Finance, Bloomberg and Stockhouse.com. More than 2000 companies have been featured.
TV Branding / Awareness Ads – creative company spots broadcast on BNN Bloomberg and US Bloomberg.
For more information please visit www.b-tv.com
Business Wire, a Berkshire Hathaway company, is the global leader in news release distribution and regulatory disclosure. Public relations, investor relations, public policy, and marketing professionals rely on Business Wire for secure and accurate distribution of market-moving news and multimedia. Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals, and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented NX Network. Business Wire’s worldwide newsrooms are available to meet the needs of communications professionals and news media globally.
For more information, visit BusinessWire.com
About Q4 Inc.
Q4 is a leading global provider of cloud-based investor relations and capital market solutions. Q4 empowers customers to be leaders in IR through innovative technology and exceptional customer service. Our comprehensive portfolio of communications and intelligence solutions, including websites, webcasting, stock surveillance, and IR Desktop arm industry professionals with the tools and insights required to run award-winning IR programs, make more effective decisions, and better engage with the investors. Q4 has offices in New York, Chicago, Toronto, Copenhagen, and London.
For more information visit www.q4websystems.com
About TMX Group (TSX: X)
TMX Group’s key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities and fixed income. Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, Trayport and other TMX Group companies provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Beijing and Singapore. For more information about TMX Group, visit our website at www.tmx.com. Follow TMX Group on Twitter: @TMXGroup.
À propos du Groupe TMX (TSX : X)
Les filiales principales du Groupe TMX exploitent des marchés au comptant, des marchés dérivés et des chambres de compensation couvrant de multiples catégories d’actifs, dont les actions et les titres à revenu fixe. La Bourse de Toronto, la Bourse de croissance TSX, la Bourse Alpha TSX, La Caisse canadienne de dépôt de valeurs, la Bourse de Montréal, la Corporation canadienne de compensation de produits dérivés, Trayport et d’autres sociétés du Groupe TMX offrent des marchés d’inscription, des marchés de négociation, des mécanismes de compensation, des services de dépôt, des produits d’information et d’autres services à la communauté financière mondiale. Le Groupe TMX a son siège social à Toronto et des bureaux dans l’ensemble de l’Amérique du Nord (Montréal, Calgary, Vancouver et New York), ainsi que dans des marchés internationaux clés, dont Londres, Pékin et Singapour. Pour en savoir plus sur le Groupe TMX, visitez le www.tmx.com. Suivez le Groupe TMX sur Twitter : @TMXGroup.
The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.
For more information, please visit www.irclub.ch
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
Why partner with us?
The global Small Cap Forum brings together some of the most influential people in the IR community. Our audience recognise the sudden change of pace cannot be navigated alone and are constantly looking for partners to help shape their shareholder engagement strategy and execute it. This event provides partners an opportunity to position yourself as a critical partner to the community.
The unique buzz we create at our virtual events – which is a far cry from a traditional webinar – afford our partners exceptional opportunities to entertain visitors and show-case their expertise.
Becoming a partner means you will:
– Have the opportunity to support attendees at an event where they are looking for solutions
– Position yourself as a thought-leader and share expertise with your potential clients
– Get virtual face-time with senior decision-makers from the IR community
– Increase brand awareness and gain credibility through association with this timely event
– Generate qualified and targeted leads from the analytics provided by our virtual platform
– Be part of the community by participating in virtual roundtable discussions, understanding their challenges and sharing expertise
– Gain new business opportunities through higher-brand presence among potential clients
– Participate in one on one video chats to build relationships with new and existing customers
– Launch new products and solutions at our virtual event in your expo booth
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 create you a package that’s makes sense for your company and will help you achieve those objectives.
To find out more about how we can help, contact Ian Richman or call on +1 212 430 6865.
Please note that these are our early-bird prices and any bookings made after August 14, 2020 will be charged at the standard rate. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989.
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