IR: Future-proofing business - Book now!

The IR Society's 2018 annual conference, IR: Future-proofing business, will take place in London on Tuesday 19 June 2018. This one-day event provides unparalleled opportunities to learn, keep up to date and network with peers so book now!

The IR Society's 2018 annual conference, IR: Future-proofing business, will take place in London on Tuesday 19 June 2018. This one-day event provides unparalleled opportunities to learn, keep up to date and network with peers so book now!

Conference overview

IR: Future-proofing business

Our 2018 conference theme builds on strategic IR and the importance of driving long-term business thinking. Let’s think of the long-term rather than be caught up with the noise of the short-term, particularly any external factors that are out of our hands. How can best practice IR influence a company’s thinking, culture, values and behaviour by effectively bringing the outside view in?

The 2017 conference saw almost 400 IR professionals gather to meet with peers, compare notes and hear from some wonderful speakers and panellists. Click here to view the photos from the day - the password is IRConf2017

“Overall a great day with good topics and speakers. The venue works well and the organisation was excellent!”

2016 Conference Delegate
Venue: Kings Place, 90 York Way, London, N1 9AG

Travelling to Kings Place by public transport is quick and easy; it is within walking distance of Euston, King’s Cross and St Pancras International stations. The nearest car park is NCP London St Pancras on Pancras Road, open 24 hours, 7 days a week.

Videos

See the highlights from the 2017 and 2016 conferences

Highlights from the 2017 conference

Introduction to the Diploma in IR, launched at the 2017 annual conference

Highlights from the 2016 conference: Access, Board, Careers: An ABC of IR

Programme

Please check back regularly for updates

08.00

Registration

08.30

Chair’s opening remarks

  • David Lloyd-Seed, Chair, The IR Society

    David Lloyd-Seed David Lloyd-Seed is an experienced Investor Relations and capital markets practitioner. He is currently Director of Investor Relations at Telefonica UK (O2). Prior to that David was IR and Corporate Affairs Director at Dixons Retail for almost 10 years which included the merger with Carphone Warehouse. Most recently he was Interim Head of IR at Severn Trent and a partner at Tulchan Communications, a strategic communications adviser. Prior to joining Dixons Retail in 2005, David worked as a corporate broker for 18 years latterly as a Director with Citi. During his time in corporate broking he advised a number of companies on IR, market related activities, fund raisings, mergers and IPOs across a number of sectors.

09.00

Keynote address: IR future-proofing business

  • Moderator: Evan Davis

    Moderator: Evan Davis Evan Davis is a presenter of the BBC2 current affairs programme Newsnight, a role he began in September 2014. From April 2008 up to then he was a presenter of the Today programme on BBC Radio 4 . He is also well-known as the presenter of The Bottom Line, a weekly business discussion programme on Radio 4. Prior to the Today programme he was the Economics Editor of the BBC, the most senior economics reporter in the corporation. He was promoted to that role after working as an economics correspondent for the BBC and as economics editor of the Newsnight programme on BBC2 in the 1990s. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies, and at the London Business School. He has written numerous papers, articles and newspaper and magazine columns as well as the book, Public Spending, (published by Penguin in 1998). He is also a co-author of the Penguin Dictionary of Economics and the New Penguin Dictionary of Business. He studied at St John’s College Oxford (1981 to 1984) and at the Kennedy School of Government at Harvard University (1986 to 1988).

  • Douglas Flint, former Group Chairman, HSBC

    Douglas Flint Douglas Flint retired as Group Chairman of HSBC Holdings plc on 30th September 2017, having been appointed to that role in December 2010. For fifteen years prior to this he was HSBC’s Group Finance Director, joining from KPMG where he was a partner. Between 2005 and 2011 he was also a Non-Executive Director of BP plc. Mr Flint was chairman of the Institute of international Finance from June 2012 to December 2016 and was a member of both the Mayor of Beijing’s and the Mayor of Shanghai’s International Business Leaders’ Advisory Councils. Amongst other roles he is currently Chairman of the Archbishop of Canterbury’s Just Finance Foundation, a Director of the Centre for Policy Studies, Chairman of the Corporate Board of Cancer Research UK and a Trustee of the Royal Marsden Cancer Charity. In December 2017 he was appointed by the Chancellor as Special Envoy to China’s Belt and Road Initiative.

    In June 2006 Mr Flint was honoured with a CBE by the Queen, in recognition of his services to the finance industry.

    Douglas Flint was educated at The High School of Glasgow, Glasgow University and Harvard Business School.

09.30

Setting the 'long-term' agenda

The aim of the opening plenary session is to introduce the conference theme, ‘IR Future-proofing business’ and to set the tone for the day’s discussions. The relevance of the discussion to our audience of IR practitioners is to make them think more broadly, if not longer-term, while putting their own roles into perspective.

  • Moderator: Evan Davis

    Moderator: Evan Davis Evan Davis is a presenter of the BBC2 current affairs programme Newsnight, a role he began in September 2014. From April 2008 up to then he was a presenter of the Today programme on BBC Radio 4 . He is also well-known as the presenter of The Bottom Line, a weekly business discussion programme on Radio 4. Prior to the Today programme he was the Economics Editor of the BBC, the most senior economics reporter in the corporation. He was promoted to that role after working as an economics correspondent for the BBC and as economics editor of the Newsnight programme on BBC2 in the 1990s. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies, and at the London Business School. He has written numerous papers, articles and newspaper and magazine columns as well as the book, Public Spending, (published by Penguin in 1998). He is also a co-author of the Penguin Dictionary of Economics and the New Penguin Dictionary of Business. He studied at St John’s College Oxford (1981 to 1984) and at the Kennedy School of Government at Harvard University (1986 to 1988).

  • Steve Boxer, Managing Director, FCLTGlobal

    Steve Boxer Steve Boxer joined FCLTGlobal in 2017 after nearly eleven years of working for Wellington Management in Fixed Income Product Management in Boston and London. While at Wellington, Steve focused on credit investing, including High Yield Bonds, Structured Finance and Leveraged Loans. Prior to Wellington, Steve worked at Babson Capital (now Barings) and in sales roles at Fannie Mae and an internet startup, Visible Markets. Early in his career, Steve was a fixed income portfolio manager at State Street Global Advisors. He has over 30 years of investment experience. Steve is also a volunteer mentor at Year Up in Boston. Steve holds a BA degree in Philosophy from Middlebury College and two master’s degrees - from the University of Cambridge (International Relations) and the MIT Sloan School of Management.

  • Elly Irving, ESG Analyst, Schroders

    Elly Irving Elly has worked as an ESG Analyst at Schroders since December 2014 and is responsible for ESG analysis and company engagement across the global consumer sector. She has published research notes on a number of sector issues including the Living Wage and risk of sugar becoming the next tobacco. Previously she worked as an ESG Investment Analyst at Newton Investment Management (2009 – 2014). Here she conducted ESG analysis on companies in which Newton had significant holdings, company engagements across all regions and sectors and completed proxy voting for all of Newton’s UK and European listed holdings. Prior to this she worked at F&C Investments (now part of BMO Global Asset Management). She attended Nottingham Trent University (2003 – 2007) attaining First Class Honours in Business with Accounting and Finance. She holds the IMC and CFA Level 1.

  • Ed Peel, Vice Chairman of Corporate Broking Europe, Bank of America Merrill Lynch

    Ed Peel Ed Peel is Vice Chairman of Corporate Broking Europe. He joined Bank of America Merrill Lynch In September 2011. For the previous 5 years was Co-Head of Corporate Broking. Prior to joining Bank of America Merrill Lynch Ed was Head of UK ECM for Nomura and prior to this Head of Equity Sales for Nomura in USA for European product. Ed worked for Lehman Brothers from 2000 to 2008 as Head of Sales for Europe and European Product Globally, he was on both Equities and sales global executive committees. He retains extensive and regular contacts with buy side institutions globally, notably in USA and UK. Ed started his career at HSBC James Capel before moving to Donaldson Lufkin and Jenrette. At Bank of America Merrill Lynch Ed is lead corporate broker on a number of FTSE100 and FTSE 250 companies. Recent transaction experience includes: Merger of Equals between Delhaize and Ahold, Merger of Intu and Hammerson, De-Merger of Ceconomy and Metro, Government sales of Royal Mail holdings, Pets at Home IPO and sell downs, Virgin Money IPO and sell downs, Capital and Counties equity placings, Intu equity placing, rights issues and convertibles; Informa M and A, equity placing’s and rights issue; Tui scheme of arrangement and disposal of Hotel beds; Segro acquisition and rights issue, Henderson and Janus Merger of Equals, LSE and Deutsche Boerse Merger proposal, Airbus Government Placings, advisor to Great Portland Estates sale of Rathbone Place, St James Place corporate sell downs, and National Express significant investor sell down. Previous significant transactions include Chinalco Purchase of 12% in RIO and merger of Scottish and Newcastle and Carlsberg together with extensive UK IPO experience.

  • Paul George, Executive Director, Corporate Governance & Reporting, Financial Reporting Council

    Paul George Paul is Executive Director of the Corporate Governance & Reporting Division. Paul joined the FRC in 2004 as the Director of the Professional Oversight Board. He was Chair of the International Forum of Independent Audit Regulators (IFIAR) from April 2011 to April 2013. He holds a degree in Accountancy and Financial Analysis from Warwick University, qualified as a Chartered Accountant with KPMG in 1985 and was a partner from 1995 until he left the firm in 1999. In addition to being responsible for the audits of many major public interest entities he managed one of KPMG’s significant consulting businesses and was on their UK Consulting management committee.

    Following KPMG, and prior to joining the Financial Reporting Council in 2004, Paul was a main board director of a UK publicly quoted company specialising in helping multi-national companies improve their operational efficiency and the effectiveness of their finance functions.

10.15

Morning break

10:45

Break-out sessions

Session 1: IR in a post-MiFID II environment - what to do now

With the recent implementation of MiFID II, this session will consider the market view of the changes, including a variety of stakeholders, from the buy-side’s use of in-house corporate access to independent research and what is happening on the sell-side.

  • Moderator: Aarti Singhal, Director of Investor Relations, National Grid

    Moderator: Aarti Singhal Aarti is the Director for Investor Relations at National Grid, a FTSE 30 company. She has over 20 years of experience in the energy sector. Prior to National Grid, Aarti was at ENGIE, where she was the Head of Communications for the International division and also the Network Leader for Regulation and Market Design. From 2004 to 2011, Aarti was the Head of Investor Relations and Communications at International Power plc, a company that grew from a FTSE 250 to FTSE 30 during this time. Aarti has led equity market communications for a wide range of projects, including transformational acquisitions, disposals, a reverse takeover, London listing and other high profile equity transactions. In addition to Finance, she has led projects in international Strategy and Regulation.

  • Manus Costello, Managing Partner, Global Head of Research, Autonomous

    Manus Costello Manus covers UK banks, and is a found partner of Autonomous. Before joining Autonomous he worked at Merrill Lynch for ten years, in both London and New York. He holds a degree in English from Cambridge University

  • Michael Cohen, Portfolio Manager, Capital Group

    Michael Cohen Michael is an equity portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 17 years. Earlier in his career, as an equity investment analyst at Capital, Michael covered European utilities companies, as well as companies domiciled in Israel. Before joining Capital, he was a research analyst with both Schroders and Salomon Brothers in London. He holds an MBA from the London Business School and a bachelor’s degree in accounting and economics from Tel Aviv University.

  • Laura Janssens, Head of Equity Research, Berenberg

    Laura Janssens Laura Janssens joined Berenberg in September 2011 and is head of the 150-strong Equity Research department. She was previously head of global telecoms research at UBS and head of European telecoms research at Merrill Lynch. She has also worked at telecoms consultancy Analysys, and at BT. Laura has been a top-ranked individual analyst in the Extel survey on several occasions.

  • Stefan Jekel, Head of International Listings, NYSE

    Bio to follow.

Session 2: Best Practice IR case study - developing a winning IR toolkit!

Previous Best Practice Award winners will share their reporting experiences, how they approach their communications strategies along with the challenges they have faced in reporting and regulation changes. Attendees for this session will come away with some practical tools and tips to create an award winning IR toolkit.

  • Moderator: Sallie Pilot, Director - Insight & Engagement, Black Sun

    Moderator: Sallie Pilot With over 20 years experience in corporate communications, Sallie is responsible for setting the strategic integrity of Black Sun’s Insights and external engagement. Active in industry dialogue, regularly engaging with government, regulators and professional bodies to drive the debate in better communications and corporate reporting, she is member of the Financial Reporting Council's Financial Reporting Lab Steering Committee, a board member of the Investor Relations Society as well as the Chair of the Best Practice Committee, and a member of the Communications Group at Accounting for Sustainability. Sallie is committed to ongoing research on enhanced disclosure and transparency and engagement with wider stakeholders and monitors the FTSE 100 and other global comparators in the pursuit of best practice communications. Sallie has also provided strategic corporate communications consultancy for a range of UK and international clients such as: Coca-Cola Hellenic, DBS, HSBC, Kingfisher, Rio Tinto, Tullow Oil and United Overseas Bank.

  • Nicholas de la Grense, Head of Investor Relations, The Adecco Group

    Nicholas de la Grense Nick joined the Adecco Group as Head of Investor Relations in September 2017. He previously worked as a sell-side research analyst at BofA Merrill Lynch (from 2013-2017) and JPMorgan (from 2007-2013), where he covered the European Business Services sector. Nick holds a BA (Hons) degree in Finance, Accounting and Management from the University of Nottingham and is a CFA charterholder. He splits his time between the Adecco Group's global headquarters in Zurich, and London. At the IR Society awards 2017, the Adecco Group was recognised in the ‘Best annual report – International’ category.

  • Craig Marks, Senior Director, Investor Relations, AstraZeneca

    Craig Marks Craig joined AstraZeneca as Senior Director of IR in January 2015 and is based in Cambridge, UK. Prior to that, he spent eight years in various investor relations roles, including as Head of Investor Relations at both Britvic and then Halfords. Craig was voted Best IR Officer at the IR Society Best Practice Awards in 2013, with Halfords winning the award for Most Improved IR in the prior year. Britvic won the award for Best IR Communications at the UK plc Awards in 2010. AstraZeneca won a number of recent IR awards, including Best Overall IR at the IR Society Awards. Before his career in IR, Craig spent ten years in Corporate Treasury, including as Head of Treasury at Britvic and Group Treasurer of Halfords, both during the companies’ respective flotations. He graduated with a bachelor’s degree in Economics & Business Economics from the University of Southampton and lives in always-sunny Worcestershire.

  • Peregrine Riviere, Founder, Riviere & Co

    Peregrine Riviere Peregrine Riviere has 20 years’ capital markets experience, including 14 years developing and running IR programmes. He has worked in high growth, entrepreneurial businesses and global ‘megacaps’, operating in both developed and emerging markets. He has managed investor communications through a number of transformative acquisitions and disposals, and profound industry and regulatory change. He has regularly been recognised in both sector and country polls as a leading IR practitioner. In 2017 he set up his own IR consultancy. He is an FCA (Fellow of the Institute of Chartered Accountants in England and Wales) and a Lifetime Fellow of the Investor Relations Society.

11:35

Movement break

11:45

Market disruption - what does it mean for IR?

Given a changing operating/regulatory environment, what does it mean for IR and what can IR do to ensure that UK plc continues to perform? Is there a threat of major disruption to public capital markets and is there a need for a changing model? Are public capital markets still the same or do they/we need to change to fulfil our purpose? What threats and opportunities exist?

  • Moderator: Evan Davis

    Moderator: Evan Davis Evan Davis is a presenter of the BBC2 current affairs programme Newsnight, a role he began in September 2014. From April 2008 up to then he was a presenter of the Today programme on BBC Radio 4 . He is also well-known as the presenter of The Bottom Line, a weekly business discussion programme on Radio 4. Prior to the Today programme he was the Economics Editor of the BBC, the most senior economics reporter in the corporation. He was promoted to that role after working as an economics correspondent for the BBC and as economics editor of the Newsnight programme on BBC2 in the 1990s. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies, and at the London Business School. He has written numerous papers, articles and newspaper and magazine columns as well as the book, Public Spending, (published by Penguin in 1998). He is also a co-author of the Penguin Dictionary of Economics and the New Penguin Dictionary of Business. He studied at St John’s College Oxford (1981 to 1984) and at the Kennedy School of Government at Harvard University (1986 to 1988).

  • Kunal Jhanji, Principal, Retail and Business Banking Team, Oliver Wyman

    Kunal Jhanji Kunal is a Principal in the Retail and Business Banking practice in Oliver Wyman’s London Office. He has 10 years of experience in consulting within the FS industry in the UK, focusing on Payments and Affluent / Wealth Management. He is the COO of the European payments team at Oliver Wyman and is involved in thought leadership and industry events; co-author of the flagship OW European SME and Retail payments report. Kunal has also been the Head of Policy for Open Banking Implementation Entity since May 2017 and has been responsible for developing policy positions for the industry on all things PSD2 and Open Banking. He holds an MSc Management from Warwick Business School and studied Electrical Engineering degree for his undergrad.

  • Jo Roberts, Director of Investor Relations, Metro Bank

    Jo Roberts Jo is Director of Investor Relations at Metro Bank, having joined in 2015 to manage the capital raise and listing on the London Stock Exchange. Prior to that, Jo spent nearly 10 years in investment banking at Citi working in M&A and capital markets in both London and New York. She holds a BSc in Business Administration with first class honours from the University of Bath.

  • Marko Sjoblom, Founder, CEO & Executive Director, Fiinu

    Marko Sjoblom Marko is a 47-year-old successful serial entrepreneur, a doctoral-candidate, who is the Founder CEO and Executive Director of Fiinu, a new digital-only bank launching in Britain next year. Throughout his career, he has raised different types of funds, acquired and sold private equity and hence gained a unique understanding of the importance of investor relations from VC’s, HNWI’s, Family Offices, equity crowdfunding and even through Initial Coin Offering. Marko believes that IR is at heart of his bank’s corporate strategy as it is aiming to raise £30 million common equity tier 1 capital prior it will be ready to start planning its public listing in the United Kingdom. Marko's previously founded business steered the Financial Conduct Authority to change the high-cost short-term credit legislation in the UK, which according to FCA Annual Report, is resulting in £150 million of annual savings to the borrowers. He has developed the world's first fully automated lending robot, including its algorithms and underwriting methodologies and will be soon defending his doctorate thesis at INSEEC on the implications of these methodologies to the UK banking industry. He is a former professional athlete, European Champion and has graduated from Cambridge and the University of Bath.

  • Gervais Williams, Fund Manager, Senior Executive Director, Miton Group

    Gervais Williams Gervais Williams manages the LF Miton UK Multi cap Income Fund and the LF Miton UK Smaller Companies Fund, alongside the Diverse Income Trust PLC and the Miton UK Micro Cap Trust PLC. He is also Senior Executive Director of Miton Group PLC, an independent fund management group listed on the AIM exchange. Gervais has been an equity portfolio manager since 1985, and includes a 17 year period with Gartmore Group Ltd, prior to joining Miton in 2011. He was named Investor of the Year awarded by Grant Thornton at their Quoted Company Awards in both 2009 and 2010, is a member of the AIM Advisory Council for the London Stock Exchange and is the Chairman of the Board of Quoted Companies Alliance. During 2017 he was part of the panel advising the Charcellor regarding the Patient Capital Review, where the recommendations were adopted in the recent Budget. He regularly comments on market trends on the Radio 4 Today program, and is the author of three published books, Slow Finance, The Future is SMALL, and The Retreat of Globalisation.

12:45

Lunch

14:00

Q&A with Sir Michael Rake

  • Moderator: Evan Davis

    Moderator: Evan Davis Evan Davis is a presenter of the BBC2 current affairs programme Newsnight, a role he began in September 2014. From April 2008 up to then he was a presenter of the Today programme on BBC Radio 4 . He is also well-known as the presenter of The Bottom Line, a weekly business discussion programme on Radio 4. Prior to the Today programme he was the Economics Editor of the BBC, the most senior economics reporter in the corporation. He was promoted to that role after working as an economics correspondent for the BBC and as economics editor of the Newsnight programme on BBC2 in the 1990s. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies, and at the London Business School. He has written numerous papers, articles and newspaper and magazine columns as well as the book, Public Spending, (published by Penguin in 1998). He is also a co-author of the Penguin Dictionary of Economics and the New Penguin Dictionary of Business. He studied at St John’s College Oxford (1981 to 1984) and at the Kennedy School of Government at Harvard University (1986 to 1988).

  • Sir Michael Rake, Chairman, Worldpay Group

    Sir Michael Rake Sir Michael Rake, knighted in 2007 is chairman of Worldpay Group plc (2015), Great Ormond Street Hospital (2017) and Phoenix Global Resources (2017). He is also chairman of Majid AL Futtaim Holdings LLC (2010) and a director of S&P Global (2008). Mike’s business advisory roles include chairman of the International Chamber of Commerce UK, Chairman of the Advisory Board for Engie UK, Advisor to Teneo Holdings, a Senior Adviser for Chatham House and a member of the Oxford University Centre for Corporate Reputation Global Advisory Board. Mike is a William Pitt Fellow at Pembroke College, Cambridge. He is also a member of the International Business and Diplomatic Exchange (IBDE) Advisory Board and Chair of the Advisory Council for a Blueprint for Better Business. Mike is also Vice President of the RNIB. Mike’s former principal roles include Chairman of BT Group Plc, Chairman (both UK and International) of KPMG, Chairman of easyJet, President of the Confederation of British Industry, Deputy Chairman of Barclays and director of the Financial Reporting Council. Mike was also the first chairman of the UK Commission for Employment of Skills, Chairman of Business in the Community, a trustee for the Prince of Wales Charitable Foundation and an Advisory on the Prime Minister’s Business Advisory Group.

14:45

Movement Break

14:55

Break-out sessions

Session 3: Disruption continued - innovation in the IR market

As a follow up to the earlier market disruption plenary session, this panel discussion will feature exchanges, alternative platforms and other industry players.

  • Moderator: Richard Davies, Managing Director, RD:IR

    Moderator: Richard Davies Richard Davies is Managing Director and Founder of RD:IR, the leading UK independent IR consultancy, acting for over 600 UK and international companies and their advisors. RD:IR provides a range of services including shareholder analysis, CRM, investor targeting, corporate access, proxy solicitation, investor perception studies and financial market research. Richard was Chairman of the UK Investor Relations Society from 2009 to 2011 and Deputy Chairman for the five years before that, contributing greatly to the development of the Society’s policy, education, events & networking activities. Richard helped set up the Certificate in Investor Relations and sits on the Society’s Examination Board, as well as the Events and Policy Committees. Richard is also a member of the Chartered Institute of Public Relations, the All Party Parliamentary Corporate Governance Group, the International Corporate Governance Network, the Advisory Board of Governance magazine and the Development Board of the charity, Missing People. Richard is an Honorary Fellow of the IR Society.

  • Tim Bird, Partner, Fieldfisher

    Bio to follow.

  • John Dawson, Partner, Statera Partners

    John has been a trusted adviser and leader in investor relations for over 20 years. Prior to founding Statera Partners, he was most recently head of Investor Relations at Rolls-Royce Holdings plc. Previously he led Investor Relations, Corporate Communications and Strategic Marketing functions at Cadbury, ICI, National Grid, Exel and TI Group. John is a qualified management accountant and studied Engineering at Cambridge.

  • Rafael Samuel-Lajeunesse, Founder & CEO, ReachX

    Rafael Samuel-Lajeunesse Rafael S. Lajeunesse is the Founder & CEO of ReachX Ltd., a new platform disrupting the Investment Research, Investor Relations and the Corporate Finance industries with a new business model. Prior to founding ReachX, Rafael was a Portfolio Manager with JP Morgan & Co. and UBS, managing investments in Europe and the US. Prior to that, he was a consultant with McKinsey & Co. working with Financial Services, Media and Industrial companies in the US and Europe on strategic and operational topics. He started his career as a Financial Analyst with Credit Suisse First Boston in New York serving Fortune 500 Companies on a variety of Corporate Finance and M&A transactions. He is currently an advisor and investor with several Fintech and new ventures in London, Paris and Berlin.

Session 4: Company culture and how to change behaviours

A case study on corporate purpose and how board level culture is reflected externally and through wider stakeholders.

  • Moderator: Helen Parris, Director of Investor Relations, G4S

    Moderator: Helen Parris Helen Parris is Director of Investor Relations responsible for the Group’s communication with the investment community, providing stock market analysts and shareholders with quality information on a timely basis so the Group can be assessed and valued appropriately by the market. Helen has been voted top IR professional in the Institutional Investor and Extel Pan European Awards for the Support and Business Services Sector. Helen has 27 years of City experience, covering fund management, investor relations (for media, security and oil and gas companies) and stock-broking. Prior to this appointment, Helen was Investor Relations Manager at BG Group, the FTSE 10 oil and gas company. Helen has a BSc in Accounting and Financial Analysis from Warwick University and is a Member of the Society of Investment Analysts.

  • Deborah Gilshan, ESG Investment Director, Aberdeen Standard Investments

    Deborah Gilshan Deborah joined Standard Life Investments (now Aberdeen Standard Investments) in May 2017. She has 17 years of experience in investment stewardship and sustainable investing. She is a strong advocate and practitioner of visible stewardship strategies that seek to hold companies to account on behalf of the ultimate providers of capital, pensioners and savers, in the delivery of long term and sustainable returns. Previously, Deborah was Head of Sustainable Ownership at RPMI Railpen, the £24 billion pension fund for the UK railway industry where she led their work on active ownership and sustainable investment strategies. She joined RPMI Railpen in November 2007 as a corporate governance specialist. Deborah is a Fellow of ICSA: The Governance Institute and holds the CFA’s Investment Management Certificate. She serves on the Ethics & Systemic Risk Committee of the International Corporate Governance Network (ICGN) and is a member of the Steering Committee of the 30% Club, a global initiative to promote diversity, and co-chairs the institutional investor group. Deborah was a member of Steering Group of the UK Financial Reporting Council’s project on corporate culture and now serves on the FRC’s Stakeholder Advisory Committee. In October 2011, Deborah founded The 100% Club, a network for professional women which seeks to promote the importance of networking for career advancement and personal development. Deborah now shares her experience of founding The 100% Club with organisations seeking to further diversity in the workplace. Deborah started her governance career in December 2000 at the UK’s Co-operative Insurance Society. She read Mathematics and English at the University of Manchester and previously worked in corporate tax at Ernst & Young.

  • Bill Eyres, Director, Corporate Responsibility & Sustainability, O2 (Telefónica UK)

    Bill Eyres Since joining Telefónica in 2008 he has developed the Think Big programme in the UK and across Europe, a multi-million pound, award winning programme that sees them supporting young people with gaining that first step on the career ladder, partnering with the NSPCC to help parents keep their children safe online, as well as a range of innovations including the mobile industry's first eco-rating system for phones and a major phone recycling initiative O2 Recycle which has returned £150 million to customers and recycled over 2 million phones. In the last year he has led work to embed O2’s purpose creating an internal movement of purpose ambassadors. Bill previously worked at The Body Shop, The Co-operative Bank, Labour's shadow transport and heritage teams and Peabody Trust, London's largest housing charity. He was Manchester University Student Union’s first elected Green General Secretary. In a voluntary capacity Bill served for ten years as a trustee of the Jamie Oliver Foundation and is now Trustee of Saracens Sports Foundation, the charitable arm of the highly successful premiership rugby club. He continues to be an active juniors coach for Hampstead rugby club with the U14. He is married with two children aged 11 and 14.

  • Peter Montagnon, Associate Director, Institute of Business Ethics

    Peter Montagnon Peter Montagnon is Associate Director of the Institute of Business Ethics. He also serves as a member of Board of the Hawkamah Institute, Dubai. He is a member of the expert committee appointed by the shareholders of Sika AG in Switzerland to monitor conflicts of interest and related party issues connected with the hostile bid for that company by St Gobain. Previously he held senior governance-related positions at the Association of British Insurers and the Financial Reporting Council. As a journalist at the Financial Times for two decades his assignments included Head of the Lex Column, Asia Editor and Capital Markets Editor. He is a past chairman of the International Corporate Governance network and was a member of the European Corporate Governance Forum from 2006 to 2011. From 2013 to 2017 he was a member of the corporate governance advisory board of the Norges Bank Investment Management.

  • Fergus Wylie, Co-founder, SIFA Strategy

    Fergus Wylie Fergus is the co-founder of SIFA Strategy, a specialist stakeholder engagement, corporate advisory and strategic communications consultancy. Underpinned by their own research and insight programmes, SIFA Strategy analyses the current level of support for an organisation across multiple stakeholders to assist Board decision making and corporate governance. By identifying potential areas of reputation risk, they enable organisations to protect and enhance their stakeholder relationships and treat corporate behaviour, culture and reputation as strategic and measurable tangible assets. Prior to founding SIFA Strategy, Fergus spent over two decades advising senior management and the Board of organisations on their corporate reputation management and corporate affairs. His industry experience ranges from the consumer and retail sectors to banking, financial services, utilities and mining, advising organisations in Europe, Asia, Australasia, Africa and North America. He has lived and worked in the UK, Africa and France. During this time, he has worked on major reputation management programmes, embedding communications into corporate strategy and planning, as well as on significant crises and capital markets events. Fergus has a BSc from Edinburgh University and sits on the Advisory Board of a new financial services business.

15.45

Afternoon break

16.15

A view from the buy-side

This afternoon plenary session will discuss the buy-side view of a changing world. What are the dynamics at play in investment, what does this mean for investors and how should companies respond through investor relations?

  • Moderator: Evan Davis

    Moderator: Evan Davis Evan Davis is a presenter of the BBC2 current affairs programme Newsnight, a role he began in September 2014. From April 2008 up to then he was a presenter of the Today programme on BBC Radio 4 . He is also well-known as the presenter of The Bottom Line, a weekly business discussion programme on Radio 4. Prior to the Today programme he was the Economics Editor of the BBC, the most senior economics reporter in the corporation. He was promoted to that role after working as an economics correspondent for the BBC and as economics editor of the Newsnight programme on BBC2 in the 1990s. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies, and at the London Business School. He has written numerous papers, articles and newspaper and magazine columns as well as the book, Public Spending, (published by Penguin in 1998). He is also a co-author of the Penguin Dictionary of Economics and the New Penguin Dictionary of Business. He studied at St John’s College Oxford (1981 to 1984) and at the Kennedy School of Government at Harvard University (1986 to 1988).

  • John Bennett, Director, European Equities, Janus Henderson Investors

    John Bennett John Bennett is Director, European Equities at Janus Henderson Investors and Fund Manager on the Janus Henderson Continental European and Pan-European long-only and long/short strategies. He has held these roles since 2011 when Gartmore was acquired by Henderson. Prior to Gartmore, John served as fund manager at Global Asset Management for 17 years. During this time he managed their flagship European long-only and European equity long/short hedge funds. Prior to Global Asset Management, he was a fund manager at Ivory & Sime. John has 31 years of financial industry experience.

  • Richard Buxton, CEO, Old Mutual Global Investors

    Richard Buxton Richard joined Old Mutual Global Investors as head of UK equities in June 2013, and was appointed as chief executive in August 2015. He was previously at Schroders, where he managed the Schroder UK Alpha Plus Fund for over 10 years. Prior to Schroders he spent more than a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry honour at the Morningstar OBSR Awards in 2012 and has a degree in English language and literature from the University of Oxford.

  • Matthew Siebert, Fund Manager, Tosca

    Matthew Siebert Matt joined Tosca in 2008 and is part of the UK mid-cap team which invests in both public and private companies. He also runs the Tosca Micro Cap fund which invests in UK listed companies with market caps of sub £250m. Matt started his career with Hoare Govett’s research team and covered sectors that included utilities, retail and e-commerce and IT hardware. In 2005, he left to establish a data consultancy business which was then rolled into Toscafund three years later. Matt has a degree in Political Science from the University of Birmingham.

17:00

Closing panel discussion

The closing panel session will highlight key elements of the conference theme, ‘IR: Future-proofing business’, and leave our audience thinking hard and with something to take away for their day jobs.

  • Moderator: Evan Davis

    Moderator: Evan Davis Evan Davis is a presenter of the BBC2 current affairs programme Newsnight, a role he began in September 2014. From April 2008 up to then he was a presenter of the Today programme on BBC Radio 4 . He is also well-known as the presenter of The Bottom Line, a weekly business discussion programme on Radio 4. Prior to the Today programme he was the Economics Editor of the BBC, the most senior economics reporter in the corporation. He was promoted to that role after working as an economics correspondent for the BBC and as economics editor of the Newsnight programme on BBC2 in the 1990s. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies, and at the London Business School. He has written numerous papers, articles and newspaper and magazine columns as well as the book, Public Spending, (published by Penguin in 1998). He is also a co-author of the Penguin Dictionary of Economics and the New Penguin Dictionary of Business. He studied at St John’s College Oxford (1981 to 1984) and at the Kennedy School of Government at Harvard University (1986 to 1988).

  • Gillian Karran-Cumberlege, Partner, Fidelio

    Gillian Karran-Cumberlege Gillian is a founding partner of Fidelio, the board development and executive search consultancy. She supports chairmen and CEOs in building effective boards and executive leadership teams. In addition, Gillian is a member of the Harvard Business School alumni board and a board member of the German British Forum. Previously she has been an independent board member of Jaguar Land Rover India, global head of IR for Volkswagen AG and group head of IR at UBS.

  • David Lloyd-Seed, Chair, The IR Society

    David Lloyd-Seed David Lloyd-Seed is an experienced Investor Relations and capital markets practitioner. He is currently Director of Investor Relations at Telefonica UK (O2). Prior to that David was IR and Corporate Affairs Director at Dixons Retail for almost 10 years which included the merger with Carphone Warehouse. Most recently he was Interim Head of IR at Severn Trent and a partner at Tulchan Communications, a strategic communications adviser. Prior to joining Dixons Retail in 2005, David worked as a corporate broker for 18 years latterly as a Director with Citi. During his time in corporate broking he advised a number of companies on IR, market related activities, fund raisings, mergers and IPOs across a number of sectors.

  • Gervais Williams, Fund Manager, Senior Executive Director, Miton Group

    Gervais Williams Gervais Williams manages the LF Miton UK Multi cap Income Fund and the LF Miton UK Smaller Companies Fund, alongside the Diverse Income Trust PLC and the Miton UK Micro Cap Trust PLC. He is also Senior Executive Director of Miton Group PLC, an independent fund management group listed on the AIM exchange. Gervais has been an equity portfolio manager since 1985, and includes a 17 year period with Gartmore Group Ltd, prior to joining Miton in 2011. He was named Investor of the Year awarded by Grant Thornton at their Quoted Company Awards in both 2009 and 2010, is a member of the AIM Advisory Council for the London Stock Exchange and is the Chairman of the Board of Quoted Companies Alliance. During 2017 he was part of the panel advising the Charcellor regarding the Patient Capital Review, where the recommendations were adopted in the recent Budget. He regularly comments on market trends on the Radio 4 Today program, and is the author of three published books, Slow Finance, The Future is SMALL, and The Retreat of Globalisation.

17:30

Closing remarks from Evan Davis

  • Evan Davis, journalist and broadcaster

    Evan Davis Evan Davis is a presenter of the BBC2 current affairs programme Newsnight, a role he began in September 2014. From April 2008 up to then he was a presenter of the Today programme on BBC Radio 4 . He is also well-known as the presenter of The Bottom Line, a weekly business discussion programme on Radio 4. Prior to the Today programme he was the Economics Editor of the BBC, the most senior economics reporter in the corporation. He was promoted to that role after working as an economics correspondent for the BBC and as economics editor of the Newsnight programme on BBC2 in the 1990s. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies, and at the London Business School. He has written numerous papers, articles and newspaper and magazine columns as well as the book, Public Spending, (published by Penguin in 1998). He is also a co-author of the Penguin Dictionary of Economics and the New Penguin Dictionary of Business. He studied at St John’s College Oxford (1981 to 1984) and at the Kennedy School of Government at Harvard University (1986 to 1988).

17.35

Evening reception

The IR Society and our Drinks Reception Sponsor, West Digital Communications, invite you to join us for refreshments and an opportunity to meet fellow delegates at our post-conference reception.

#IRConf2018

24 Jun

IR Magazine
@IRMagazine

IR Society conference hears case for long-termism and ESG | IR Magazine hubs.ly/H0cKBLB0 #irchat #IRConf2018

24 Jun

IR Magazine
@IRMagazine

IR Society conference hears case for long-termism and ESG | IR Magazine hubs.ly/H0cKBKD0 #irchat #IRConf2018

24 Jun

Fidelio Partners
@FidelioPartners

A major theme of the #IRConf2018 was the importance of #longterm thinking. Fidelio welcomes this emphasis - As an… twitter.com/i/web/status/1…

24 Jun

IR Magazine
@IRMagazine

IR Society conference hears case for long-termism and ESG | IR Magazine hubs.ly/H0cKBbW0 #irchat #IRConf2018

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