The IR Society’s Annual Conference for 2025, Alive and Kicking: Staying Relevant in IR, will delve into the major issues and challenges currently facing Investor Relations, as IROs look to develop their corporate narrative and drive investor engagement.
Against the backdrop of a challenging environment for listed businesses and significant economic and geopolitical developments impacting key investment community constituents, the conference will offer insights and practical takeaways from a range of senior industry experts across keynote, plenary and breakout sessions. Ultimately, the event aims to ensure that IROs stay relevant, as they seek to manage ongoing structural change.
Find the conference programme for the 2025 below.
“For anyone truly passionate about investor relations and eager to build strong connections with experienced IROs, this is the place to be. The Conference provides a unique platform to engage with IR industry leaders, exchange knowledge, and explore emerging IR trends. ”
Rob joined Inchcape plc, the leading global automotive distributor, as Head of IR in April 2023, have previously been at Plus500, a global fintech group, which he joined in May 2020. Prior to that, Rob spent 3 years as Head of IR at Inmarsat plc, a satellite operator, before which he was Head of Global Investor relations for Tokyo-listed Dentsu Inc, following their acquisition of Aegis plc in 2013, where was Head of IR. Before that, Rob had senior IR roles for Lonmin Plc, a platinum mining business, and G4S plc, a security services company. Before moving into in-house IR, Rob worked for a number of financial communications consultancies, including FTI and Gavin Anderson.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
09:00 – 09:30
Kelvin Lecture Theatre
Opening Keynote
In conversation with Evan Davis, Jerry will reflect on his successful career as CEO, Chair and NED, share his views on the roles of the board and the executive team, discuss the conference theme, and offer views on the key issues for corporates in the current environment.
Jerry joined the Inchcape Board as a Non-Executive Director in 2017. He became Senior Independent Director in 2019 and was appointed Chairman in May 2024. Jerry has always had a keen interest in cars and the automotive industry, and the agencies he operated serviced numerous car manufacturers during his executive career in advertising.
Jerry has over 40 years’ experience in the media, marketing and advertising sectors. He started his career in advertising in the 1980s at Young & Rubicam and WCRS. In 1989 he founded BBJ, a specialist media agency in the UK, building the business until it was acquired by Aegis Group PLC in 1999. From 2000 Jerry held a number of senior positions within Aegis Group PLC until 2010 when he was appointed Chief Executive. Following the merger of Aegis Group PLC with Dentsu Inc. in 2013 Jerry was appointed CEO of Dentsu Aegis Network which covered all of Aegis Group and Dentsu operations outside of Japan. Jerry stepped down from the position of Chief Executive at the end of 2018 after 9 years.
As well as holding the position of Chairman at Inchcape PLC, Jerry is also Chairman of Dept – a PE funded global digital marketing and technology business, Chairman of Croud Limited – a digital agency (PE funded), Chairman of Hybrid – a digital higher education marketing specialist (also PE funded), and a member of the Supervisory Board of ServicePlan GmBH, a Munich based international advertising agency group. In addition to these positions, Jerry is an Angel Investor and Advisor to a number of businesses mainly within the digital marketing and e-commerce segments.
09:30 – 10:15
Kelvin Lecture Theatre
Plenary 1 - The Future of UK Capital Markets: Implications for Investor Relations
This opening plenary session, featuring senior industry leaders, will introduce the key conference themes and issues and set the stage for the day's discussions. It will explore key trends, opportunities, and challenges shaping the role of IR practitioners in an evolving and challenging investment landscape.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Mark Austin advises clients on a full range of public and private securities offerings as well as M&A and general corporate matters across multiple sectors.
He leverages extensive experience to guide market-leading companies and investment banks on:
- Initial public offerings (IPOs)
- Rights issues and open offers
- Placings
- Mergers and acquisitions
- General corporate work
A recognized industry leader, Mark is the former Chair of the Listing Authority Advisory Panel, the practitioner panel that advises the UK Financial Conduct Authority (FCA) on primary markets policy and regulation issues. He also sits on the FCA’s Markets Practitioner Panel and The London Stock Exchange’s Primary Markets Group.
Separately, Mark is a member of the UK’s Capital Markets Industry Taskforce (CMIT), which was announced by the Chancellor of the Exchequer in July 2022, and which is tasked with reforming the UK’s capital markets, as well as HM Treasury’s Digitisation Taskforce.
Richard joined FTSE100 company, Kingfisher, in April this year and is responsible for leading the Investor Relations team. The role encompasses the usual IR activities. This includes working closely with the Board and management to implement the Group's investor communication policy and processes, preparation of external reporting releases and presentations, investor targeting whilst continuing to service existing shareholders, compliance with financial regulatory obligations, and education of IR to internal functions within the Group. Prior to Kingfisher Richard spent 10 years as head of investor Relations at Reckitt and has held various other finance leadership positions at both Reckitt and Intertek, including country and regional CFO roles. Richard started his career as an auditor at PwC in Sydney and then London.
Mohit Kumar is a Managing Director and Chief Economist for Jefferies in Europe. In his current role, he is responsible for Macro Strategy and Investment Recommendations across asset classes, with a particular focus on central bank policies in US, Europe and the UK and outlook for interest rates, equities and credit. Prior to joining Jefferies, he was the Global Head of Rates Research at Credit Agricole CIB. He has worked in both Research and Trading including as a Portfolio Manager at MAN GLG and Prop Trader at Goldman Sachs. Mohit holds a B. Tech in Computer Science from IIT Delhi and a Post Graduate from IIM Ahmedabad.
Alice Walker joined Lazard in 2015 and is a Director in the global Equity Capital Markets team, with a focus on IPOs and follow-on transactions.
In 2019, Alice spent 12 months in the investor relations team at Aston Martin Lagonda, immediately after the IPO.
Alice received an MEng in Engineering Science from the University of Oxford.
10:15 – 10:45
Riverside Room
Morning Break and Exhibitor Showcase
10:50 - 11:35
Kelvin Lecture Theatre
Plenary 2 - Buy-Side Perspectives
This expert buy-side panel will share their views on the current macro-environment, and discuss trends in fund management, investor engagement, technology and corporate sustainability, and will provide some best practice examples of interaction between companies and investors.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Michael joined the Volantis team in 2011 and is a Portfolio Manager across the Volantis strategies. Michael heads up the team’s Corporate Governance analysis, shorting strategies and has acquired PLC Board experience. Prior to Volantis, Michael accumulated extensive work experience in financial markets with JP Morgan, Peel Hunt and Gartmore. Previously Michael was a professional first-class cricketer for thirteen years having graduated from Durham University in 2002 with a degree in Economics and Politics.
Manager of Premier Miton Monthly Income Fund and Premier Miton Optimum Income Fund. Emma Mogford joined Premier Miton in November 2020 from Newton Investment Management where she was lead manager of the BNY Mellon UK Income Fund (Nov 2017-Sept 2020), as part of the Newton global income team and lead manager of the BNY Mellon Continental European Fund (Jul 2015 – Nov 2018). She was previously manager of the Neptune UK Higher Income Fund (Oct 2010 – July 2013). Emma is a CFA Charterholder.
Thomas is a Senior Investment Director within Aberdeen’s Developed Markets Equities business, specialising in UK Equity Income strategies. He began his career in 1998, joining Schroder Investment Management on the graduate scheme as Assistant Fund Manager, UK Equities. He joined Standard Life Investments in 2002 as an Investment Analyst before starting to manage funds in 2004. Thomas began to focus exclusively on UK Equity Income strategies in 2009, taking over the abrdn Equity Income Trust in November 2011 – a vehicle he still manages today. As an analyst, Thomas covers a wide range of stocks across different sectors, with a particular focus on Financial Services – a sector he has covered since 2006.
Richard is a Portfolio Manager running a UK Focussed Long/Short Equity strategy.
Prior to joining Schonfeld in April 2025, Richard spent 13 years at BlackRock where he was a UK Long/Short Portfolio Manager and Head of Research for the UK Equity team.
11:40 - 12:30
Kelvin Lecture Theatre
Sponsored by
Breakout session - The Power of Emotional Storytelling in Investor Presentations
Competition for capital remains fierce, so companies need to continue to seek innovative ways to differentiate themselves from their peers, particularly in how they develop their narratives. This breakout session, delivered by Stephen White, Founder of Pitchcraft Advisory, will demonstrate that emotional storytelling, and narrative development, can have a genuine and distinctive impact on investor communications. This session will deliver actionable takeaways to create a stronger bridge between a company’s marketing story and its investment case, and how to bring the narrative and the numbers to life with the power of words. How is your story being put across? Is it landing on an emotional level? How is your management being perceived? Highlights from the pitch room will be brought directly into this session, giving you the tools to make that difference when delivering your equity story at key capital markets events.
Stephen is an innovative growth, client development, and marketing storyteller. He set up Pitchcraft Advisory in 2024, after 24 years at marketing services company Dentsu International where he wrote the stories and directed the global pitch performances that won the likes of Microsoft, The Coca-Cola Company, Heineken, Mastercard, Vodafone and many more. Before that, he was with The Economist. Pitchcraft Advisory helps professional services businesses win more by helping them navigate out of the sea of sameness they can find themselves in. Through corporate storytelling, pitching advisory, and investor presentation advisory, Stephen’s approach is defined by making the complex crystal-clear, adding a layer of emotion to the rational, and by real generosity. He has an ability to galvanise multiple disciplines, markets, and cultures. Stephen believes that a great story can help a company reaffirm its power, and impact culture, investment, R&D, and careers more deeply than any other corporate initiative. Find Stephen on LinkedIn: https://www.linkedin.com/in/whitejstephen/
11:40 - 12:30
Flowers Room
Sponsored by
Breakout session - Harnessing Secure AI in IR: A Strategic Imperative
The landscape of investor relations is evolving rapidly due to market volatility, increased regulatory attention, and significant new requirements like the European Accessibility Act (EAA).
Consequently, investors and leadership are expecting quicker updates, more profound insights, and absolute assurance in the security of sensitive data. IROs must have confidence that any AI technology they adopt is strong, secure, and specifically designed to safeguard their company’s most vital information, especially when dealing with sensitive corporate data and ensuring regulatory compliance.
However, not every AI solution is equipped to meet the unique demands of investor relations. In situations where accuracy, speed, and security are paramount, IR teams require AI solutions that are specifically tailored to their field.
We invite you to discover the first AI solution purpose-built for investor relations. Learn how leading IR teams are already leveraging secure, IR-focused AI to:
• Streamline workflows through intelligent automation;
• Generate deeper and more insightful market analysis;
• Improve strategic communication efforts;
• Ensure the protection of sensitive investor data;
• Reclaim valuable time from routine tasks, allowing for greater focus on strategic priorities.
By attending, you will gain a practical understanding of how to implement these solutions securely and in compliance with relevant regulations and IR best practices.
Darrell Heaps is a serial entrepreneur who has spent his career building innovative software companies. As the Founder and CEO of Q4, Darrell is a visionary leader in cloud-based investor relations solutions and has been at the forefront of innovation in the industry by spearheading the creation of the AI-driven IR Ops Platform. Together with the global Q4 team, Darrell is redefining investor relations by delivering data, insights, and smart workflows that empower IR teams to focus on their strategic priorities. Darrell studied Business and Computer Science at York University.
11:40 - 12:30
Haslett Room
Sponsored by
Breakout session - Attracting U.S. Investors: A Strategic Approach for UK Issuers
Despite consistent efforts by IR teams to attract investors through industry conferences, non-deal roadshows, and Investor Days, meeting and converting appropriate investors remains a persistent challenge. The evolving capital markets landscape necessitates not only diligent execution of traditional IR programs but also the incorporation of innovative and effective solutions.
Rose & Company is pleased to lead a panel of investor-engagement experts to discuss recommendations for effective investor engagement and successful shareholder management and acquisition.
The panel will share actionable insights and best practices for meeting new and relevant investors.
The session will provide attendees with a thorough understanding of how their companies compare to benchmarks and equip them with the knowledge needed to attract new names to their registers. While each company faces unique challenges in engaging with investors, commonalities can be drawn across strategic ownership, market capitalization, and sector.
Key topics to be covered include:
• Understanding the total addressable market & available money pools.
• Geographical ownership benchmarking for the U.K.
• The challenge of attracting and engaging long-only shareholders.
• Best practices for developing relationships with the buy-side.
• Identifying and correcting inefficient uses of resources and time.
• Corporate access versus investor access: what’s the difference?
• The importance of fundamental investor targeting and peer analysis.
• Why investor feedback matters and how to leverage it effectively.
Ari leads global growth strategy for S&P's Data & Research product portfolio within the Corporates vertical. This suite of data assets, platforms, and solutions serves over six thousand public and private corporations, advisory firms, and institutions, engaging professionals from Investor Relations to Corporate Development. Previously, Ari led Strategy & Growth for the Markets and Issuer Solutions divisions. An investor relations industry leader, Ari possesses expertise in corporate advisory, product design, implementation, and sales and marketing strategy. Having overseen a global business serving thousands of corporate investor relations teams, he offers unique insights into the best practices, trends, and tactics shaping the industry in an ever-changing environment. Ari was also a founding team member of Ipreo's Global Market Intelligence practice, where he collaborated with hundreds of corporate leadership teams across sectors to optimize their investor relations strategies with results-oriented approaches through various market cycles.
Simon Rose is Chief Executive Officer and Co-Founder of Rose & Company. Drawing from his 25-year tenure on Wall Street, Mr. Rose recognized a pivotal shift in the capital markets characterized by evolving regulatory and budgetary pressures that disrupted the traditional equity sales model and founded Rose & Company. Since its inception in 2015, Rose & Company has addressed critical inefficiencies and a misalignment of interests inherent in traditional corporate access channels to deliver a unique value proposition to corporate clients. Driven by a deep commitment to client needs and a passion for building businesses, Mr. Rose has been innovating in the financial services industry to respond to market demands for nearly three decades.
In 2004, Mr. Rose co-founded Dahlman Rose & Company where he served as Chief Executive Officer. Under his leadership, the firm became a top 20 U.S. investment bank, executing over 100 securities offerings raising $10 billion in capital for both public and private companies, and played a pivotal role in numerous high-profile M&A transactions, including the largest public company acquisition in the marine transportation sector's history. The firm expanded from a two-person business to a team of over 200 professionals and expanded its research coverage from a single sector to over 20 sectors before being acquired by Cowen & Company (now part of TD Securities) in April 2013.
Valentina Barnfather is European Head of Corporate Access at Capital Group having joined in March 2019. She has over 18 years of corporate access experience gained whilst working on the sell-side at Redburn. Before that she was an equity analyst at J.P.Morgan having first qualified as a Chartered Accountant with KPMG. She holds a master’s degree in Psychology from the University of Edinburgh. Valentina is based in London.
Caroline is Head of Investor Access at Reckitt, the consumer health and hygiene company known for a portfolio of iconic brands that includes Nurofen, Dettol, Vanish and Durex. Caroline has 13 years of experience within Investor Relations teams at large-cap organisations across multiple sectors. She began her career in corporate communications roles before moving into IR.
Mr. Lager spent nearly two decades at Franklin Templeton, where he served as Vice President and Portfolio Manager, co-managing global equity portfolios and leading ESG fund transitions. His research spanned industrials, energy, materials, healthcare, consumer, and technology sectors, with a track record of delivering alpha through bottom-up analysis and disciplined portfolio construction. At Rose & Company, Mr. Lager leverages extensive buy-side experience to advise clients on how to position and communicate their equity stories effectively to the global investment community. He is also a Chartered Financial Analyst (CFA).
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
13:40 – 14:25
Kelvin Lecture Theatre
Afternoon Keynote - Facing your IR Kryptonite
Join Marc Maley, Founder of My Brand Academy, for a high-impact and interactive keynote session that redefines what it means to lead with confidence in Investor Relations.
This session goes beyond technical expertise, focusing instead on the personal brand professionals can build every time they step into a boardroom, lead an investor call, or represent their company on stage.
Drawing on his background of proven branding principles and storytelling frameworks used by some of the world’s most iconic entertainment franchises, Marc will reveal how these methods are being applied to strengthen leadership presence, influence, and authenticity in the workplace.
Attendees will also take part in an engaging interactive segment designed to uncover their “Kryptonites", the unseen blockers that often limit visibility, voice, and leadership potential. With a unique blend of insight, strategy, and real-world application, this session will equip Investor Relations professionals to not only navigate high-pressure environments but to shape how they are remembered within them.
Marc has over 20 years of experience in entertainment marketing, shaping global storytelling techniques for iconic brands such as Harry Potter, Disney, and Marvel. As the founder of My Brand Academy, he applies his expertise to helping global leaders, C-suite executives, and professionals build impactful personal brands. His unique approach blends storytelling with workplace personal branding and identity, empowering the next generation leaders of industry.
14:30 - 15:20
Flowers Room
Sponsored by
Breakout session - Insights that Matter: Uncovering Investor Intent & Opportunity in Today’s Market
In a market shaped by shifting mandates, reduced broker coverage, and increasing investor selectivity, understanding who is interested – and in what – is more important than ever. This session explores how IR teams can use smarter data to uncover investor intent, anticipate behaviour, and improve targeting strategies. Charlie Hamlyn (QuantiFire) will share insights from analysing structured feedback on behalf of listed companies across Europe and beyond. Matt Hall (UBS) will offer a broker’s perspective on market dynamics, capital flow, and intelligence from the sales floor and elsewhere. Together, they’ll explore how IR teams can navigate a fragmented investor universe with greater confidence and precision.
Matt is Vice Chairman of UK Investment Banking at UBS, having previously worked at Credit Suisse as Co-Head of UK Investment Banking and Corporate Broking. Matt started his career at Credit Suisse in 1997 where he worked until 2010 before spending 10 years at Deutsche Bank where he ran the Corporate Broking business. Matt’s current clients include Bunzl, CCH, Halma and Intertek and over the last 27 years in the broking industry, he has advised the likes of Barratt Developments, Carphone Warehouse, BAT, Diageo, IAG, ITV, RB, Stagecoach and Talktalk.
Matt is also a Board Member of the IR Society.
Charlie Hamlyn is the founder and CEO of QuantiFire. Following an early career in the British Army, he moved into investor relations-focused technology and services, holding senior roles at Investis, Orient Capital, and DF King Worldwide.
Over the past two decades, Charlie has developed tools and services to help public companies navigate the capital markets more effectively. At QuantiFire, he leads the team behind Feedback Intelligence – a data-driven, systematic approach to investor feedback and sentiment analysis, used by leading companies globally to uncover investor intent and inform decision-making.
14:30 - 15:20
Haslett Room
Sponsored by
Breakout session - Leveraging Technology for Enhanced Governance, Sustainability, and Shareholder Engagement
Join us for an insightful panel exploring how cutting-edge technologies, advanced data analytics, and evolving governance and sustainability requirements are reshaping investor relations. Experts will examine how technology, innovation and automation are helping IR professionals meet rising expectations for transparency, good governance, regulatory compliance, and effective stakeholder communication. Learn how organisations are leveraging real-time data to benchmark governance practices, enhance reporting, and drive proactive shareholder engagement. Discover best practices for building future-ready IR functions that drive trust, support resilient stakeholder relationships, and ensure organisational agility in a fast-changing regulatory landscape.
Amani is Director Corporate Product & Partnerships Europe/EMEA at Extel (previously Institutional Investor Research). In this capacity, she is responsible for supervising the Corporate IR product within these regions and oversees critical client relationships, strategic partnerships, the introduction of new research products, and the expansion into new markets. She collaborates closely with Investor Relations and executive management teams, leading workshops to assess capabilities and shape IR engagement and outreach strategies.
Prior to her tenure at Institutional Investor, Amani gained experience in the business information sector, offering research-based advisory services to professional services firms on a global mandate. With over 14 years in the IR industry, she is a frequent speaker at IR society seminars, concentrating on measuring and optimizing IR performance, peer benchmarking, and navigating the impact of emerging trends and regulatory changes in the IR landscape. Amani actively contributes as a member of the Best Practice Committee for the UK IR Society’s Board and has served as a mentor in the IR Society Mentoring program for two years. Since 2020, she has been a part of the judging panel for the SCMA Awards at the Saudi Capital Markets Forum.
Amani holds the Certificate of Investor Relations (CIR) from the UKIRS and earned a Bachelor of Science in Economics & Politics from Queen Mary University, London.
Simona Vitali has a 20-year track record in corporate governance focused on strengthening the relationships between institutional investors and listed companies. As Senior Sales Director at Broadridge, she leads the sales efforts for Broadridge’s suite of international solutions for issuers, including Broadridge Investor Insights and ESG benchmarking tools. In her former role as Chief Operating Officer at Morrow Sodali, she oversaw the organisation’s ongoing operations and procedures across the EMEA region, maintaining control of diverse business operations, leadership responsibilities and people management. She has significant experience of proxy voting and corporate governance through roles in account management, project management and institutional investor affairs while at Morrow Sodali. Simona graduated from La Sapienza University obtaining a Bachelor’s degree in Arts and Humanities with a major in Cultural Anthropology, which has allowed her to apply a strong cultural flexibility to the financial communications world.
15:20: 15:45
Riverside Room
Afternoon Break and Exhibitor Showcase
15:50 – 16:40
Kelvin Lecture Theatre
Plenary 3 - Advancing Your Career: The Future of IR
The investor relations profession continues to gain recognition and credibility as companies and investors increasingly appreciate the value of a highly skilled IR team. This panel will examine how to advance your career in IR, looking at the evolving role of IR, highlighting how IROs can enhance their internal and external credibility, make a meaningful impact, and position themselves for senior leadership roles.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Siobhán has more than 18 years’ expertise in Investor Relations, and more than 10 years’ capital markets experience in equity research and within investment management. She is currently Interim Head of IR at Smiths Group, and was previously Head of IR at Spectris and Deputy Head of IR at BG Group. Prior to her career in IR, Siobhán was a research analyst covering the utilities sector at UBS, and also worked at a leading UK investment management company.
James Arnold brings nearly 20 years of experience in Investor Relations (IR) across a range of sectors. He began his career on BT’s three-year graduate finance scheme, during which he qualified as a Chartered Management Accountant (CIMA). James then transitioned into IR at BT before moving to Tullow Oil, where he spent eight years honing his expertise. He later served as Head of Investor Relations at Mediclinic International, a private healthcare group that was taken private in 2023. James currently holds the position of Head of Investor Relations at Aston Martin.
Giles has over 15 years of experience in the capital markets, initially in investment banking and latterly in investor relations. He has been Head of Investor Relations at three London-listed businesses across a range of sectors including natural resources, logistics and media and technology. He is currently at Keywords Studios, which is the world’s largest video games services business, as Director of Investor Relations / Chief of Staff and has previously held responsibility for ESG, Communications and Corporate Development alongside his core IR responsibilities in different roles. Giles has been a member of the IR Society since 2012 and has completed the DELIVER programme for senior IROs.
Jenny has over 25 years’ experience coaching and advising at Board level. She is currently a Partner at Stork & May where she advises and coaches CEOs, senior executives and functional leaders across a wide range of industries. With a reputation for creating a calm and supportive space, she brings her expertise to the table to coach people to fulfill their potential and support individuals as they navigate career transitions. Prior to joining Stork & May, Jenny was a Partner at remuneration advisory firm, Kepler Associates, a company she co-founded in 2000.
16:40 – 17:10
Kelvin Lecture Theatre
Closing Keynote
In conversation with Evan Davis, Helen will reflect on her career as a CEO and non-executive in a number of leading companies, share her views on the role of the board and the executive, as well as discuss the challenges currently facing investor relations and corporates in the current environment.
Helen Gordon is Chief Executive of Grainger plc the UK’s largest listed residential landlord.
Helen was appointed Chief Executive of Grainger in January 2016 from RBS where she had been Global Head of Real Estate Asset Management since October 2011. Prior to that Helen was Director of Legal and General Property, responsible for the Main Life Fund and c.8 smaller Funds, and Group Property Director of Railtrack and Managing Director of John Laing Developments.
Helen is Senior Independent Director on the Board of Derwent London, is a Non-Exec Director of Business LDN, Vice Chair and a Board Director of the European Public Real Estate Association, a member of the New Towns Taskforce and a Board member of the British Property Federation.
Helen is Past President of the British Property Federation and was a member of the Government’s Urban Centre Recovery Taskforce for post Covid recovery. Helen has held a number of non-exec positions and Government appointments including the Board of Covent Garden Market Authority, Board of British Waterways and was a Trustee for The College of Estate Management for nine years. Helen is an Honorary Fellow of University College of Estate Management.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Douglas is Group Investor Relations Director at Lloyds Banking Group, having led the team for the last eight years and been a senior member of the team at Lloyds Bank and subsequently Lloyds Banking Group for the last fifteen years.
Prior to joining the Investor Relations team Douglas held management positions within Group Strategy, Group Risk and Private Banking having initially joined Lloyds Bank on the graduate development programme.
17:30 – 19:00
Riverside Room / Roof Terrace (weather depending)
Networking Drinks Reception
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Annual sponsors
EQ RD:IR is a global investor relations firm offering a wide range of IR-related analysis, research, and advisory services to over 600 UK and international public companies. We are committed to providing boards, senior management, and IR professionals with the intelligence and insights to manage efficiently their relationships with the capital markets and other stakeholders.
ingage, part of the Computershare Group, offers a comprehensive IR CRM and engagement platform, designed to enhance investor relations through targeted, tech-enabled strategies. Our platform integrates tools for planning, managing, and analysing investor engagement, and improving efficiency and effectiveness. With a continually updated database, users can build highly targeted outreach programs. The platform captures structured feedback to refine messaging and align strategies. ingage provides tools for creating detailed itineraries and investor profiles, accessible via an intuitive iOS app. Trusted by leading corporates, ingage supports informed decision-making and strengthens investor relationships.
With Computershare Investor Engagement capabilities, organisations connect insight and engagement, manage risk, and lead investor dialogue effectively.
RMS Partners is an investor engagement consultancy focused on providing PLCs with time efficient and effective investor relations solutions. We help companies develop bespoke, measurable investor access programmes, build and maintain targeted long-term investor relationships, as well as providing a range of consultancy services customised to your investor relations needs
Investor Roadshows – RMS Partners specialises in arranging targeted Investor Roadshows with Private Client Fund Managers, smaller institutions and regional pension funds. Frequently overlooked but with over 3,000 active fund managers at 200 investment houses in the UK, these investors form a valuable pool of liquidity and can often hold c.10% of a share register.
Investor Targeting and Analysis – With over 50 years’ experience in equity markets, the RMS Partners team is well positioned to provide relevant insight to your share register. Our investor targeting analytics ensures efficient and effective use of management time.
EQ RD:IR is a global investor relations firm offering a wide range of IR-related analysis, research, and advisory services to over 600 UK and international public companies. We are committed to providing boards, senior management, and IR professionals with the intelligence and insights to manage efficiently their relationships with the capital markets and other stakeholders.
ingage, part of the Computershare Group, offers a comprehensive IR CRM and engagement platform, designed to enhance investor relations through targeted, tech-enabled strategies. Our platform integrates tools for planning, managing, and analysing investor engagement, and improving efficiency and effectiveness. With a continually updated database, users can build highly targeted outreach programs. The platform captures structured feedback to refine messaging and align strategies. ingage provides tools for creating detailed itineraries and investor profiles, accessible via an intuitive iOS app. Trusted by leading corporates, ingage supports informed decision-making and strengthens investor relationships.
With Computershare Investor Engagement capabilities, organisations connect insight and engagement, manage risk, and lead investor dialogue effectively.
At Lavery Associates, we specialise in independent, conflict-free investor perception research that helps companies strengthen their relationships with the investment community and other key stakeholders. Our research is designed to deliver clear, data-driven, actionable intelligence that supports decision-making, improves communications, and ultimately enhances valuation while mitigating future risk.
In today’s volatile geopolitical and economic climate, it’s increasingly difficult for companies to distinguish between noise and what truly matters. This makes it more critical than ever to gain a deep understanding of their audience’s thoughts, expectations, and concerns.
Our approach to investor perception research goes beyond simply gauging how your company is viewed – it serves as a strategic asset that equips leadership with the clarity and confidence needed to make informed decisions, strengthen relationships, and drive long-term value.
Luminous is an award-winning strategic communications agency specialising in sustainability, investor communications, brand, and digital. In the fast-paced world of investor and sustainability communications, we help businesses present a clear and compelling equity story.
We believe that an expanding regulatory environment should not hinder impactful storytelling. By combining deep strategic expertise with creativity, we deliver communications that engage people with who you are, where you are heading and what makes you different.
Trusted by 24 members of the FTSE 350, Luminous help unearth your difference and craft communications that make your story shine today, while positioning you for tomorrow.
RMS Partners is an investor engagement consultancy focused on providing PLCs with time efficient and effective investor relations solutions. We help companies develop bespoke, measurable investor access programmes, build and maintain targeted long-term investor relationships, as well as providing a range of consultancy services customised to your investor relations needs
Investor Roadshows – RMS Partners specialises in arranging targeted Investor Roadshows with Private Client Fund Managers, smaller institutions and regional pension funds. Frequently overlooked but with over 3,000 active fund managers at 200 investment houses in the UK, these investors form a valuable pool of liquidity and can often hold c.10% of a share register.
Investor Targeting and Analysis – With over 50 years’ experience in equity markets, the RMS Partners team is well positioned to provide relevant insight to your share register. Our investor targeting analytics ensures efficient and effective use of management time.
You can only move forward if you take stakeholders with you. We help business leaders anticipate issues, communicate effectively and make better, more informed decisions that drive alignment and accelerate performance. By combining rich capital markets data and our expertise across a distinct range of practice areas, we can give organizations a real competitive advantage.
Black Sun Global is a Stakeholder Advisory and Engagement agency with deep expertise in Reporting and Disclosure, ESG and Sustainability, and Digital Engagement.
Trusted by leading businesses and brands for over 20 years, we help organisations to connect and communicate with their customers, investors, employees, and society.
As founders of the Positive Change Group, we’re redefining stakeholder relations. Our world-class specialists work with executive teams to protect reputations, inspire trust, and promote responsible business – building resilience and long-term value in an ever-changing world.
BRR Media helps companies to create engaging live-streamed and pre-recorded, and to communicate online with the sell-side and investors rapidly and globally.
Our clients include some of the world’s largest, high profile companies as well as growth companies seeking to stand out in a crowded marketplace. We listen to their objectives and deliver solutions with creative film and digital content. Our understanding of their narrative sets us apart, along with our in-house production expertise and flexible webcasting platform.
We work with companies right across the financial calendar, covering results, capital markets day events, AGMs and shareholder briefings using a range of formats including executive interviews, corporate videos and live presentations.
Content can be easily integrated into client websites. It can also be distributed to investors directly across relevant third party media partner channels and platforms. We capture data and provide post-event feedback and analytics to clients.
BRR Media specialises in critical investor relations events, requiring swift mobilisation of production teams, reliable execution, operation within strict security and confidentiality parameters as well as rapid turnaround times.
Contact us via www.brrmedia.co.uk or 020 3435 7010 to see how we can help to broadcast your equity story and for further information.
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QnA Cloud is a new platform that enables real time questions from the Buyside and answers from IROs and Corporate managers, for free.
We bring conference-quality dialogue to a scalable platform. While posting is restricted to industry professionals, the insights benefit everyone—democratising the financial investment industry.
Some of the world’s leading Buyside firms are already here, ready to connect with your company.
We launch soon - find out more on our website: https://qna.cloud/ or meet us at the conference.
QuantiFire is solving the feedback problem in capital markets by using technology to capture and analyse the needs and interests of investor communities, as data, at scale. We generate ‘Feedback Intelligence’, an exciting new category of market intelligence for investor relations that is specifically designed to deliver the insight that companies need to win confidence in the capital markets.
Feedback Intelligence is not ‘advisory’, it is insight-as-a-service that is transformative in areas such as perception studies, pre-meeting ‘interest research’, post-meeting feedback, ESG ‘priority analysis’ – and more.
For investors, our service engages them as carefully targeted individuals using secure and innovative protocols that respect their time and privacy, whilst improving user experience.
For companies, we generate authoritative insights that are reported at a Board-ready standard. Market-level results are shown against meaningful benchmarks and trend data, whilst the needs and interests of individual fund managers and analysts are also clarified.
QuantiFire is a pioneering leader in the vital new discipline of Feedback Intelligence for Investor Relations.
AlphaSense is an AI powered search platform used by over 1000 investor relations teams, 70% of the world’s 50 largest funds, and sell side equity research teams. Since 2011, our technology has helped IR professionals enhance their programmes by working smarter. Our award winning broker research offering Wall Street Insights, providing IR teams with access to 1400+ research firms without the need for entitlements has been widely praised, and is the first of its kind. We include exclusives like Goldman Sachs, Citi, BofA and others. Alongside our market leading analyst research we aggregate — company filings, event transcripts, expert call transcripts/buy side interviews, news, and trade journals.
Broadridge Financial Solutions is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
Broadridge Investor Insights is an analytics platform that gives issuers a comprehensive understanding of their investors and voting patterns. Issuers can use the built-in artificial intelligence to identify opportunities for increased investor engagement and participation in the voting process.
Broadridge Investor Insights is part of our suite of international solutions for issuers including powerful ESG tools and consulting services.
BRR Media helps companies to create engaging live-streamed and pre-recorded, and to communicate online with the sell-side and investors rapidly and globally.
Our clients include some of the world’s largest, high profile companies as well as growth companies seeking to stand out in a crowded marketplace. We listen to their objectives and deliver solutions with creative film and digital content. Our understanding of their narrative sets us apart, along with our in-house production expertise and flexible webcasting platform.
We work with companies right across the financial calendar, covering results, capital markets day events, AGMs and shareholder briefings using a range of formats including executive interviews, corporate videos and live presentations.
Content can be easily integrated into client websites. It can also be distributed to investors directly across relevant third party media partner channels and platforms. We capture data and provide post-event feedback and analytics to clients.
BRR Media specialises in critical investor relations events, requiring swift mobilisation of production teams, reliable execution, operation within strict security and confidentiality parameters as well as rapid turnaround times.
Contact us via www.brrmedia.co.uk or 020 3435 7010 to see how we can help to broadcast your equity story and for further information.
CtrlPrint is the go-to collaboration platform for corporate reports, ensuring compliance with ESEF, CSRD, UKSEF, and more. CtrlPrint was founded in 2001 and has established itself as the market standard within collaboration platforms for corporate reports. With its headquarters in Stockholm, Sweden, the company has expanded its operations to multiple locations, including Helsinki, Finland, London, United Kingdom, and Sydney, Australia.
EQ RD:IR is a global investor relations firm offering a wide range of IR-related analysis, research, and advisory services to over 600 UK and international public companies. We are committed to providing boards, senior management, and IR professionals with the intelligence and insights to manage efficiently their relationships with the capital markets and other stakeholders.
FactSet, an S&P 500® company, elevates financial intelligence with enterprise data and tailored information solutions that power our clients to achieve their full potential. Following our 2024 acquisition of Irwin, FactSet now delivers a premier platform built to supercharge investor relations teams.
Combining Irwin’s IR expertise with FactSet’s extensive global reach and market-leading financial tools, we provide an integrated workflow solution that unites trusted capital market data, actionable research, and advanced automation solutions. Together, we streamline IR workflows, enabling our users to connect with the right investors, monitor shareholder activity, and manage interactions efficiently. Trusted worldwide, FactSet and Irwin empower IR teams to focus on what matters most—building stronger relationships across the capital markets.
ingage, part of the Computershare Group, offers a comprehensive IR CRM and engagement platform, designed to enhance investor relations through targeted, tech-enabled strategies. Our platform integrates tools for planning, managing, and analysing investor engagement, and improving efficiency and effectiveness. With a continually updated database, users can build highly targeted outreach programs. The platform captures structured feedback to refine messaging and align strategies. ingage provides tools for creating detailed itineraries and investor profiles, accessible via an intuitive iOS app. Trusted by leading corporates, ingage supports informed decision-making and strengthens investor relationships.
With Computershare Investor Engagement capabilities, organisations connect insight and engagement, manage risk, and lead investor dialogue effectively.
Invicomm is a creative communications consultancy committed to defining inspiring and impactful corporate communications, brands and digital experiences. Our aim is to help you win more business, secure investment and engage with clients and investors. Since 2013 we have delivered excellent client service and exceptional creative solutions that challenge the obvious. Whether you’re new to the market or an established listed company, we support you throughout the lifecycle of your business and consult, create, design and manage so you don’t have to.
The London Stock Exchange Issuer Services platform is our digital offering, dedicated to IR teams. We are the only Exchange to give companies the ability to customise their profile page on our website, allowing them to tell their story to investors. All issuers on our market have unlimited access to the data that we offer including global ESG data, Reuters News, global deals data (covering equity, debt and M&A) and millions of sell-side research notes. Our clients can also access both institutional and retail investors through our webcasting platform SparkLive, distributed through LSEG Refinitiv Desktops and the London Stock Exchange website.
Make sure that you have your log-in details by contacting us at: issuersupport@lseg.com.
Boosting investor confidence and driving increased investment define a successful Investor Relations meeting. Lumi Global gives you the tools, support, and high-quality production values every IRO and CEO needs to transform earnings calls and IR meetings into productive and engaging opportunities that fuel growth. We make it easy to connect all investors, analysts, and stakeholders in one engaging and interactive platform where they can ask questions and access information with virtually no delay. Lumi Global simplify the complex, so you can focus on shaping and delivering your organisation’s key strategic messages and building meaningful relationships with the investment community.
Modular Finance is a fintech company that develops software products for professionals in Investor Relations and finance.
Our offering includes platforms and tools for Investor Relations, shareholder analysis, regulatory news distribution, consensus estimates, and MAR compliance.
We deliver top-tier data, intuitive user experiences, and all the features you need — which we proudly serve to over 800 publicly listed companies.
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 the long term. 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.
OpenExchange is chosen by the most demanding industries in the world as their virtual communications partner. We make virtual and hybrid meetings & events work, regardless of technology, complexity, location, or time of day. Our global team of skilled professionals, combined with advanced technology and fastidious planning results in unmatched satisfaction.
Proxymity is the leading digital investor communications platform, connecting the world’s ecosystem of issuers, intermediaries and investors in real-time. Proxymity replaces traditional manual and paper-based processes with trusted communications that provide unprecedented transparency, speed, efficiency and accuracy.
Q4 Inc. is the leading provider of IR Ops software with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders, C-Suite Executives, and their teams the tools to attract, manage, and understand investors — all in one place. The AI-enabled Q4 Platform boasts applications for website and event management, engagement analytics, and overall lifecycle management, including AI Earnings Co-Pilot to generate draft scripts based on historical data, and AI earnings call summaries to understand peer sentiment. The Q4 Platform also includes a streamlined investor CRM and shareholder intelligence with enhanced metrics to elevate investor targeting strategies within the platform. Q4 delivers the data, insights, and workflows that give IR teams the power to focus on what really matters: strategy, relationships, and driving premium valuations for their companies. Learn more at www.q4in.com.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), the world’s foremost provider of financial information and services to the capital markets. Trusted by more than 2,500 corporate issuers, our market-leading data and expertise drive workflows across your organization so you can effectively monitor the markets, obtain, and retain shareholders, manage stock valuation, and decrease volatility — all from a trusted source dedicated to investor relations. For more information, visit IssuerSolutions | S&P Global Market Intelligence (spglobal.com).
S&P Global has been providing essential intelligence that unlocks opportunity, fosters growth, and accelerates progress for more than 160 years.
AlphaSense is an AI powered search platform used by over 1000 investor relations teams, 70% of the world’s 50 largest funds, and sell side equity research teams. Since 2011, our technology has helped IR professionals enhance their programmes by working smarter. Our award winning broker research offering Wall Street Insights, providing IR teams with access to 1400+ research firms without the need for entitlements has been widely praised, and is the first of its kind. We include exclusives like Goldman Sachs, Citi, BofA and others. Alongside our market leading analyst research we aggregate — company filings, event transcripts, expert call transcripts/buy side interviews, news, and trade journals.
FactSet, an S&P 500® company, elevates financial intelligence with enterprise data and tailored information solutions that power our clients to achieve their full potential. Following our 2024 acquisition of Irwin, FactSet now delivers a premier platform built to supercharge investor relations teams.
Combining Irwin’s IR expertise with FactSet’s extensive global reach and market-leading financial tools, we provide an integrated workflow solution that unites trusted capital market data, actionable research, and advanced automation solutions. Together, we streamline IR workflows, enabling our users to connect with the right investors, monitor shareholder activity, and manage interactions efficiently. Trusted worldwide, FactSet and Irwin empower IR teams to focus on what matters most—building stronger relationships across the capital markets.
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