IR Magazine

IR Magazine Forum – Small Cap
Emerging stronger from the pandemic & maximizing visibility

Thursday, September 23, 2021

Virtual event: Available on replay

About the forum

As the economy recovers, small-cap sensitivity to economic change offers the potential for positive growth and a new strategy in the coming months. Staying agile, dealing with uncertainty and harnessing new digital skills are key to operating in the new climate.

The IR Magazine Forum – Small Cap 2021 was designed specifically to help small and micro-cap issuers establish the best possible IR program as the economy recovers.

It was a best practice event that focused on effective shareholder communications attended by CEOs, CFOs and IROs from small and micro-cap companies spanning multiple industries. This one-day virtual forum focused on the unique issues affecting small cap companies.

Our attendees heard from small-cap investors and issuers on the new approach to maximizing visibility and engaging analysts, how to overcome budgetary constraints for ESG and targeting and the industry consensus on in-person meetings over the coming months.


Due to current restrictions, the event will take place as a virtual experience using our bespoke, cutting-edge technology.

Our virtual event platform closely replicates attending in-person by facilitating interaction with speakers, one-to-one networking with fellow IR professionals, and group roundtable discussions. Going virtual helps you connect with a wider network from the comfort of your desk.


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


Timings on the agenda are shown in Eastern Time (ET)

View PDF Agenda here

  • 10:30 AM
    Platform opens: Meet the attendees

  • 10:55 AM
    Welcome to the IR Magazine Forum – Small Cap 2021

    Opening remarks from the chair.

    Ben Ashwell, editor, Corporate Secretary and IR Magazine

  • 11:00 AM
    Global investor Q&A: Perspectives from the small-cap buy-side community

    As the economy recovers across North America, small-cap sensitivity to economic change offers the potential for positive growth. Keep your finger on the pulse of capital markets trends to be aware of and investor sentiment for small-cap companies. Attendees in this session will:

    • Discuss which are the most important emerging trends within the investment community, and where to focus your attention as a small cap
    • Hear feedback on the latest happenings in IR from the last 12 months
    • Hear perceptions and perspectives on North American small-cap stocks beyond 2021.

    Steve Wade, head of event content, IR Magazine
    Heinrich EY, director, Co-CIO German & European mid/small-caps, Allianz Global Investors
    Gervais Williams, head of equities, Premier Miton Investors

  • 11:30 AM
    Staying agile in your marketing and engagement calendar: Planning for success during uncertainty

    As the industry moves towards a partial move back to in-person meetings, small caps need to understand movements across the IR ecosystem and stay flexible going into 2022. To help small caps understand how IR can best operate in the next few months, this session will give insights on:

    • How hybrid is being considered by the industry, and how to approach it from a budgetary, results-focused and operational sense
    • How IR teams are planning for short and long-term engagements with stakeholders
    • How to set targets for future interactions with stakeholders and continue to measure the success of your new approach.

    Tim Human, senior reporter, IR Magazine
    Annemarie Brissenden, investor relations, Amarillo Gold
    Jason Fooks, senior vice president of IR and marketing, iStar and Safehold
    James Siccardi, vice president of IR, Energy Recovery

  • 12:30 PM
    Meet the attendees: Networking

    Take some time to meet other attendees via a quick, one-to-one video chat. You have five minutes to introduce yourself and share contact details before you’re on to meeting the next person!

  • 12:45 PM
    Stream one: The art of storytelling: Strengthening your message to attract new investors

    With global capital markets becoming more connected, small-caps can benefit from improving communications with a wider pool of investors. This session will delve into:

    • The benefits and challenges of putting resources toward increasing your international shareholder base
    • The best tools and strategies small-cap IR can use to increase interest from international investors
    • How best to tell your company story to a range of new potential investors both inside and outside of North America.

    Ben Ashwell, editor, Corporate Secretary and IR Magazine
    Iris Lubitch, founder and CEO, EffectiveIR

  • 12:45 PM
    Stream two: Harnessing digital tools, virtual strategies and social media to gain a competitive advantage

    With more companies considering how to incorporate virtual into their long-term strategy, this session will delve into the best ways to harness the benefits that virtual offers. We will discuss:

    • How to maximize the positive impact of virtual strategies on buy-side, sell-side and corporate access.
    • How IR should sit in relation to social media marketing, and how to take inspiration from IR teams leading the way.
    • What new digital tools, routes and tactics can IR take to innovate the way they communicate with stakeholders?

    Steve Wade, head of event content, IR Magazine
    Scott Powell, president and CEO, Skyline Corporate Communications Group

  • 13:15 PM
    Overcoming the small-cap ESG challenge

    As the number of ESG funds grows, smaller companies are coming increasingly under the spotlight. This session will share practical insights on keeping up with the required KPIs for ESG with fewer resources. Attendees will hear:

    • How IROs can interact with internal teams to create the most streamlined small-cap ESG program, where IR should sit within this process, and how to manage company resources for your ESG program.
    • When getting started, how to avoid missing the boat on key ESG factors and ensure sufficient ESG data that tells the complete company story
    • How to address misconceptions about ESG opportunities for small-caps.

    Tim Human, senior reporter, IR Magazine
    Seth Frank, vice president of treasury and IR, Hanger
    Eliza Riego, head product, and service innovation, TMX Group
    Neil Stewart, director of corporate outreach, Value Reporting Foundation
    Christopher Stroh, director, situational analytics, research and analysis, IHS Markit

  • 14:15 PM
    Meet the attendees: Networking

    Take some time to meet other attendees via a quick, one-to-one video chat. You have five minutes to introduce yourself and share contact details before you’re on to meeting the next person!

  • 14:30 PM
    Stream one: How to run the most effective small-cap investor and analyst days

    As large events in the small-cap diary serve as a critical function for building relationships with stakeholders, it’s important to ensure you are organizing an effective events calendar. This session will share ideas on how to organize the most impactful large events after travel restrictions are lifted. We will discuss:

    • How to ensure maximum engagement if running a virtual/hybrid event
    • How to set realistic expectations and performance management programs to make sure you are using company resources efficiently
    • If the event is in person, how to account for international investors that are not receptive to travel.

    Tim Human, senior reporter, IR Magazine
    Sourabh Banerji, small-cap equity portfolio manager, Columbia Threadneedle Investments
    Thierry Elmaleh, IR partner, Q4
    Hunter Wells, vice president of IR, Century Communities

  • 14:30 PM
    Stream two: From IRO to executive director – What does the future hold for IR?

    This session will give attendees key takeaways on what the future opportunities are for the smallcap investor relations role, what you can learn in the role and what skills you can develop to prepare for the future. In this session you can:

    • Hear insights on the strategy for small-cap IROs over the next few years
    • Understand how IR professionals can excel in their role after the economic recovery
    • Hear how senior management is currently viewing IR, and what steps you can take in your role to maximize your prospects.

    Ben Ashwell, editor, Corporate Secretary and IR Magazine
    Greg Costa, director of IR, Hersha Hospitality
    Julie MacMedan, head of IR, LL Flooring
    David Meniane COO and CFO,

  • 15:15 PM
    How to engage with analysts and generate visibility

    As developments in the sell side continue to change the ways small-cap IROs gain visibility with investors, are there new ways of rethinking your marketing strategy? To offset the reduction in analysts covering small-cap stocks, attendees in this session can:

    • Learn about new tools, routes and tactics to get access to analysts and improve visibility
    • Learn about key developments regarding the sell-side research squeeze and the implications for small-cap IR as a whole
    • Understand the alternatives to traditional routes of seeking covering analysts – how are IROs improving success by direct marketing?

    Ben Ashwell, editor, Corporate Secretary and IR Magazine
    James Hasso, MD and head of small-cap equities, Voya Investment Management
    Lucy Lu, principal, IR, Sixth Street Specialty Lending
    Greg MacDonald, head of LodeRock Research, LodeRock Advisors
    Joseph Oltmanns, senior vice president, domestic corporate services, OTC Markets Group

  • 16:15 PM
    Closing remarks and end of forum


To inquire about speaking at a future forum, please contact [email protected] or call +44 20 3865 8103

What our virtual attendees say

"The content and discussion were very useful and quite in-depth, and the moderators Tim and Ben enhanced the quality of the sessions with their thoughtful comments and questions."

Clear Path Strategies

"Good array of topics covering the span of what's key to IROs currently."

Great Panther Mining

"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 side chat was very open and helpful. "

Alpha and Omega Semiconductor

"The networking was great, as were the speakers. IR Magazine is savvy to shine the light on what is usually an overlooked sector in small caps. "

Prosek Partners

"This was by far the most insightful IR event I’ve seen in my 14 years. "


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


"Hopin was great. Really had the virtual feel of an in-person conference. Loved the speakers. Very diverse backgrounds. A broad spectrum and well-rounded topics."


"The event was very well organized, and incorporated a cross-section of experts that spoke to various aspects of IR."

The Equity Group

Who attends our virtual events

Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.

Below is a sample of some of this year’s virtual attendees:

Job title Company Job title Company
CEO Kane Biotech Investor relations director Vestel Elektronik
CFO Martin Midstream Partners MD and head of small-cap equities Voya Investment Management
CFO Sirius Petroleum SD, investor & industry analyst relations Cambium Networks
Director METRO Senior director, investor relations and strategy Enerpac Tool Group
Director, investor relations Callon Petroleum Senior vice president of IR and marketing iStar and Safehold
Director, investor relations Hersha Hospitality Senior director IR Lantheus Holdings
Dir, Co-CIO mid/small caps Allianz Global Investors SVP, investor relations & treasurer Titan International
Director, corporate development & IR Aecon Group VP, IR & corporate communications CytoSorbents Corporation
Director, investor relations Aimia VP, investor relations International Money Express
Director, investor relations TC Transcontinental VP, investor relations Standard Uranium
Director, investor relations LP Building Solutions (LPX) VP, investor relations Century Communities
Director, IR & corporate communications Onxeo VP, investor relations Energy Recovery
Executive Director, investor relations MRC Global VP, treasury and IR Hanger
Head of equities Premier Miton Investors VP, investor relations Diebold Nixdorf
Head of investor relations Brighthouse Financial VP, investor relations UFP Industries
Head of investor relations CTT – Correios de Portugal VP, investor relations Adtalem Global Education
Head of investor relations Manchester United FC VP, investor relations CNO Financial
Head of investor relations U and I Group VP, investor relations Evolus
HSE director Capstone Mining VP, corporate strategy & investor relations Extreme Networks
Investor communications partner D/S NORDEN VP, communications, marketing & IR Glaston Corporation
Investor relations manager Nexans VP, investor relations Schnitzer Steel Industries
Investor relations manager Sprouts Farmers Market VP, investor relations Primoris Services Corporation


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Become a partner

Why partner with us?

The IR Magazine Forum – Small Cap 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 unrivalled 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 virtual events – a far cry from a webinar – 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.

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 – Small Cap. Get in touch with Ross Ingram or call on +44 78265 38072.

In the last 12 months, IR Magazine’s virtual events have attracted the highest, most diverse and senior attendees and experts in investor relations


Download the partnership prospectus


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If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.

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