IR: MOVING THE DIAL - NAVIGATING A FAST-EVOLVING INVESTMENT LANDSCAPE
Wednesday 12 June 2024
The IR Society’s Annual Conference for 2024, will cover the key trends, issues and opportunities facing Investor Relations, as IR practitioners lead the way and continue to shapeshift and adapt. This is against a backdrop of a variety of changes which are impacting key constituents of the investment community, including trends in the UK listing environment, the changing shape of asset management, as well as AI and innovation.
The conference will look to address the key challenges and opportunities for IRO’s working across a diverse range of company sizes and sectors, and provide insight and practical takeaways for IR practitioners to consider in their own roles. This flagship event in the IR calendar aims to ensure that IR professionals stay relevant and well equipped to navigate a fast changing operating environment.
Returning to IET: Savoy Place in London this one day event brings the IR community together for a full programme of keynotes, plenary sessions, presentations and breakouts alongside the supplier exhibition and great networking opportunities.
Planning is now well underway for the event and we will shortly be announcing the first wave of speakers - subscribe to our weekly News Bulletin and follow us on LinkedIn for regular updates.
“Thanks for putting on such a fantastic event! It was totally worth battling all the delays to attend! My first live IR conference and a thoroughly informative and enjoyable one. Great to meet so many IROs in person.”
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
09:30 – 10:15
Kelvin Lecture Theatre
The Future of the UK-listed Environment
This opening plenary session, comprising senior industry participants, will introduce the conference theme, and set the tone for the day’s discussions, addressing some of the key trends, opportunities and challenges facing IR practitioners in this changing investment landscape.
Charles joined Peel Hunt as Head of Research in October 2008 and has been ranked 1st in the II UK survey over numerous years. His career includes nine years at Panmure Gordon and nine years at Cazenove. Charles read Politics and Economics at Durham University.
10:15 – 10:55
Riverside Room
Morning Break and Exhibitor Showcase
10:55 – 11:40
Kelvin Lecture Theatre
AI - A Potential Game-changer for IR... Or Not?
This second plenary session will offer practical advice and guidance to the audience on current trends and opportunities in AI. This panel of IR practitioners will discuss how data and AI is being used by IR teams and their interactions with the buy- and -side-side, and recommendations on how the use of data and AI might be able to help support the IR role.
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 founded ingage in 2013. ingage designs, builds, distributes and licences Investor Relations software in a SaaS model. Before this, Michael spent 18 years in the capital markets, 10 as a portfolio manager and buy-side analyst and 8 on the sell-side at Cazenove & Co where he was a partner. Building on traditional IR CRM, the ingage platform helps quoted companies and other third parties manage a modern IR function; internalise a direct investor engagement & corporate access capability; adapt efficiently to new regulation; and deliver unique insight and reporting to IR, Executive Management and the Board. 9 years from launch, we’re privileged to work for quoted corporates in 15 markets around the world, including some 25% of FTSE 100 companies in the UK.
Our expert panel will share their views on a broad range of current topics including expectations around corporate sustainability disclosure, emerging trends in AI and what they consider to be best practice investor engagement.
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.
Hugo Sanders is currently Head of Corporate Access at Norges Bank Investment Management. He joined NBIM in August 2013. Previously he worked for 2 years at Barclays Capital within their corporate access team and at J.P.Morgan for 7 years working within depositary receipts and trading. He has a Master Degree in Business Economics from the University of Edinburgh.
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.
13:45 – 14:15
Kelvin Lecture Theatre
Keynote
14:15 – 15:00
Kelvin Lecture Theatre
Getting on Investors’ Radars
This practical plenary session will explore how IROs are accessing different pools of capital, the changing market dynamics in overseas regions, how best to approach these different regions, including how to make the best use of advisors.
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.
Matt Hall is Co-Head of UK Investment Banking and Corporate Broking atCredit Suisse, which he re-joined in 2021, having spent the previous 10years at Deutsche Bank where he ran the Corporate Broking business.
Matt’s current clients include Bunzl, CCH, Imperial Brands, Intertek andSmurfit Kappa, and over the last 25 years he has advised the likes of BarrattDevelopments, Carphone Warehouse, BAT, Diageo, IAG, ITV, ReckittBenckiser, Stagecoach and TalkTalk. Matt started his career at CreditSuisse in 1997.
Catherine is currently Director of Investor Relations for Royal Mail plc, having joined Royal Mail in early 2013 ahead of the privatisation. She was formerly Group Director, Investor Relations for BT Group plc, having joined BT as Head of IR in December 2007. In total Catherine has held senior in-house investor relations roles for over 15 years, having headed up the investor relations functions at Emap, Spirent and FLAG Telecom. She has 14 years experience in the City having worked as an investment banker at Lazard and a corporate stockbroker at BZW, which was subsequently acquired by Credit Suisse. She holds a BSc from King’s College London.
15:00 – 15:30
Riverside Room
Afternoon Break and Exhibitor Showcase
15:30 – 16:30
Kelvin Lecture Theatre
The Future of the Sell-side
This final plenary session will look at the various ways that the sell-side is changing in terms of structure, products and its relationship with corporates and the buy-side. The panel will offer their insight on key issues affecting the day to day role of the IRO including trends and innovations in equity research, managing consensus, guidance and more.
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.
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.
15:30 - 16:00
Riverside Room
Keynote
17:30 – 19:00
Riverside Room
Networking Drinks Reception
Lead Sponsors
LSEG Issuer Services - Joint Lead Sponsor
Conference Sponsors
Exhibitors
Conference supporters
Annual sponsors
Book now
Complete the form below to book online, or call the IR Society on +44 (0) 20 7379 1763
IR Society Member - £675 + VAT
Non-member - £890 + VAT
Premium members - Conference tickets are included in your membership package - please register to reserve your place.
If you are booking multiple tickets please use the free text field below to provide the names and full details of the additional delegates.
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refund thereafter.
EQ RD:IR is a global Investor Relations firm offering a wide range of IR-related analysis, research and advisory services to over 750 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 designs, builds, distributes and licences specialist Investor Relations software in a SaaS model. Building on traditional IR CRM, the ingage platform is a comprehensive IR software suite that helps companies manage a modern IR function, internalise a direct investor engagement & corporate access capability, and deliver unique insight and reporting to IR, Executive Management and the Board.
9 years from launch, we’re privileged to supply IR software to quoted and pre-IPO companies in 15 markets around the world, including some 25% of FTSE 100 companies in the UK.
At the London Stock Exchange, we offer our customers extensive access to capital markets and liquidity across multiple asset classes. We operate a broad range of international equity, fixed income, exchange-traded funds/exchange-traded products and foreign exchange markets.
Our Group is home to several capital formation and execution venues: London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall and Tradeweb (through a majority ownership interest).
Q4 Inc., (TSX: QFOR) is a leading capital markets communications platform that is transforming the way publicly traded companies, investors and investment banks make decisions to efficiently discover, communicate and engage with each other. The Q4 end-to-end technology platform facilitates interactions across the capital markets through its IR website products, virtual events solutions, capital markets CRM, shareholder and market analytics tools. The firm is a trusted partner to more than 2,500 public companies globally including 50% of the S&P 500. Q4 is based in Toronto, with offices in New York and London. Learn more at www.q4inc.com.
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.
Bladonmore is a specialist communications consultancy that helps organisations communicate with confidence to the audiences that matter to them most.
We’re a team of ex-city journalists, event and film directors and producers, web developers, sustainability experts, brand strategists and corporate comms veterans. Working from offices in London, New York, LA and Dubai, we specialise in investor communications, employee engagement, sustainability, marketing communications and brand.
Investors are a critical audience – and we know what’s needed to build and maintain those relationships. That’s why we’re trusted by some of the world’s largest and mostrecognised businesses to be their partner in critical moments: AGMs, activist investor defence campaigns, and major launches for new company strategies or climate transition plans.
We have recently delivered high-profile capital markets days across Europe, the US and Asia, providing full-service support – from messaging, approach and structure, to rehearsing and coaching speakers, to filmed content and live event production.
Deutsche Bank’s Depositary Receipts team is part of the Trust & Agency Services business within the Corporate Bank. In addition to specializing in administering cross-border equity structures such as American and Global Depositary Receipts, Deutsche Bank provides corporates, financial institutions, hedge funds and supranational agencies around the world with trustee, agency, escrow and related services. The Bank offers a broad range of services for diverse products, from complex securitizations and project finance to syndicated loans, debt exchanges and restructurings.
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific.
ingage designs, builds, distributes and licences specialist Investor Relations software in a SaaS model. Building on traditional IR CRM, the ingage platform is a comprehensive IR software suite that helps companies manage a modern IR function, internalise a direct investor engagement & corporate access capability, and deliver unique insight and reporting to IR, Executive Management and the Board.
9 years from launch, we’re privileged to supply IR software to quoted and pre-IPO companies in 15 markets around the world, including some 25% of FTSE 100 companies in the UK.
At Invicomm, strategic creative communications is at the core of what we do. We help clients achieve their business strategy by targeted investor and marketing communications which are under-pinned by relevant and robust planning and research. We always take a collaborative approach with clients and won’t start on a project until we fully understand their objectives.
As a team of people in London and Cape Town we’ve spent years crafting messages and telling stories in their purest form by understanding what makes brands, companies and consumers tick. We’re many things - designers, strategists, writers, researchers and project managers. Within these differences we are unified in our attitude towards an ethos that creates sublime ideas and outstanding delivery.
We’re channel neutral and can communicate your story using a number of creative solutions, whether through traditional websites, corporate reports and presentations, or by using new technologies such as animation, 3D motion or other enhanced digital applications. Find out more on how Invicomm can create value with your stakeholder communications.
The IR Society’s professional development programme comprises a suite of courses and qualifications for IR professionals at every stage of their career.
Our course programme, kindly sponsored by Deutsche Bank, will ensure that you have the tools, techniques and knowledge to perform your role as effectively as possible.
Our qualifications, the Certificate in IR and the Diploma in IR, provide globally-recognised endorsements of your skills, competencies and capabilities.
The DELIVER programme (Developing future leaders through investor relations) is an invitation-only, six-month, activity-based modular programme aimed at high potential IROs who are seeking the next step up in their career.
At the London Stock Exchange, we offer our customers extensive access to capital markets and liquidity across multiple asset classes. We operate a broad range of international equity, fixed income, exchange-traded funds/exchange-traded products and foreign exchange markets.
Our Group is home to several capital formation and execution venues: London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall and Tradeweb (through a majority ownership interest).
Q4 Inc., (TSX: QFOR) is a leading capital markets communications platform that is transforming the way publicly traded companies, investors and investment banks make decisions to efficiently discover, communicate and engage with each other. The Q4 end-to-end technology platform facilitates interactions across the capital markets through its IR website products, virtual events solutions, capital markets CRM, shareholder and market analytics tools. The firm is a trusted partner to more than 2,500 public companies globally including 50% of the S&P 500. Q4 is based in Toronto, with offices in New York and London. Learn more at www.q4inc.com.
Visible Alpha helps IROs understand the market’s view of their companies with three levels of data: analyst data, company data and industry data. We capture the forecasts, assumptions and logic from full working sell-side models and integrate them into comparable views across analysts. This deep consensus data enables you to uncover and explore the market’s view of your company, competitors and suppliers at a level of granularity, timeliness and interactivity that has never before been possible.
For over 50 years Institutional Investor has consistently distinguished itself among the world’s foremost media companies with ground-breaking journalism and incisive writing that provides essential intelligence for a global audience. In addition, since 1972, Institutional Investor Research (II Research) has offered highly-respected proprietary benchmark research and rankings, providing independent feedback on the sell-side and corporate performance; II Research aims to be the firstchoice as well as independent validation source of qualitative market intelligence for all three sides of the investment community and has a global presence spanning Europe, Asia Pacific, the US and Latin America.
Institutional Investor’s annual Executive Team Surveys are an independent platform for investment and sell-side professionals to evaluate credibility, communication, financial stewardship and capital allocation of corporate leadership, as well as IR effectiveness across different activities. The results from the survey, an in-depth perception and ranking analysis, capture the sentiment and trust level of stakeholders in their equity assets and are a robust source of competitor benchmarking intelligence that will help shape your IR strategy and enable more effective and targeted resource allocation in the race for capital.
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.
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.
At the London Stock Exchange, we offer our customers extensive access to capital markets and liquidity across multiple asset classes. We operate a broad range of international equity, fixed income, exchange-traded funds/exchange-traded products and foreign exchange markets.
Our Group is home to several capital formation and execution venues: London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall and Tradeweb (through a majority ownership interest).
Brunswick Creative is an award-winning, international creative communications agency, part of the Brunswick Group, with offices in London, New York and the Gulf.
We believe in the power of creativity to help enhance corporate reputation. By bringing corporate narratives to life, we create compelling multi-channel ideas for critical stakeholder audiences.
Our creative and production specialists execute campaigns and content across design, film, live events, and digital content to deliver impactful messages to the right audiences at the right time.
RD:IR is a global Investor Relations firm offering a wide range of IR-related analysis, research and advisory services to over 750 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 designs, builds, distributes and licences specialist Investor Relations software in a SaaS model. Building on traditional IR CRM, the ingage platform is a comprehensive IR software suite that helps companies manage a modern IR function, internalise a direct investor engagement & corporate access capability, and deliver unique insight and reporting to IR, Executive Management and the Board.
9 years from launch, we’re privileged to supply IR software to quoted and pre-IPO companies in 15 markets around the world, including some 25% of FTSE 100 companies in the UK.
