2023: Dynamic IR: Staying authentic and managing on-going structural change
The IR Society’s Annual Conference for 2023, Dynamic IR: Staying authentic and managing on-going structural change, covered the major issues and challenges facing Investor Relations, as IRO’s look to broaden their communications mandates across a widening range of stakeholders.
This is against a backdrop of several on-going structural developments which are impacting key constituents of the investment community. In this context, and to help raise the profile of IR across a broad range of internal and external audiences, the conference will provide insight on how IR teams can address the key priorities of these stakeholders. The conference also covered the key challenges and opportunities for IRO’s working across a range of different companies and sectors, as well as providing ideas about innovative ways to engage with stakeholders. Ultimately, the event aims to ensure that IROs stay dynamic and authentic, as they seek to manage the ongoing structural change.
After a decade at Kings Place, for 2023 the conference moved to a fabulous new venue – The Institution of Engineering and Technology: Savoy Place and took place on Tuesday 13 June 2023.
Look Back 2022: New Horizons: Staying agile and adaptable in a transforming world
The 2022 conference, New Horizons: Staying agile and adaptable in a transforming world, focused on the major prevailing and future potential issues, trends, opportunities and challenges facing IROs in an evolving operating environment.
A huge thank you to all of our speakers, sponsors, exhibitors and delegates for turning up on the day and helping to make the event such a success!
“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 IRO’s 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
The day’s first keynote will cover a broad range of discussion areas including her career journey to date, the opportunities and challenges of leading a UK technology company, key consumer trends in the current economic climate, dealing with private equity owners as well as the benefits and drawbacks of being a privately owned business. Tristia will also be discussing the role of sustainability in the commercial world, given her continued hands-on experience with a number of on-going community engagement projects and charity board memberships.
Since March 2017, Tristia has been the CEO of TalkTalk Group. Before that, she served as Managing Director of TalkTalk’s Consumer business. She has developed TalkTalk’s community engagement programme in the North West since moving the business’ HQ to Salford in 2019, including partnerships with local foodbanks and other community projects to help disadvantaged families and children in the area.
Tristia is an Independent Non-Executive Director at Next Plc, the Trustee Chair of homelessness charity Crisis, and an Honorary Trustee for the national charity Ambitious about Autism. She’s also a member of the CEO board and a founding member of the industry campaign against online harm known as Internet Matters. For 9 years, from 2011 to 2020, she also served as Trustee at Comic Relief.
09:30 – 10:15
Kelvin Lecture Theatre
IR disruptors: The long term future of IR
This opening plenary session, comprising senior IR professionals and industry participants, will address the conference theme, discussing some of the key trends, opportunities and challenges facing IROs in the changing shape of the capital markets and overall macro environment. Covering a broad range of topics, panellists will consider the impact of the changing dynamics of the asset management industry, the rise of private equity, the downturn in the IPO market, the future of sell side research and digitalisation among other areas.
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.
Sandra is Head of Investor Relations at British Land PLC a FTSE 100 real estate company. Sandra began her career in Investor Relations at Diageo almost 20 years ago. Prior to joining British Land, she headed up the IR departments at Compass Group, Reckitt Benkiser, and Rexam PLC. Sandra holds a MBA from the University of Chicago’s Booth School of Business and a BA in Economics from Brown University.
Harald Kinzler is a Partner at Dentons Global Advisors based in the London office. He has been a senior communications advisor since 2012. As an ex-investment banker, he is an expert in financial communications and investor relations.
His main area of focus is publicly listed companies going through major transformations, or companies going public. Mr. Kinzler is a specialist for complex equity capital market and cross-border M&A transactions (including SPACs) as well as dual-track processes, investor relations and financial, corporate, and crisis communications.
Mr. Kinzler spent 15 years in the investment banking industry in London and New York, starting as an economist at Lehman Brothers and moving through a range of roles in the equities business. He later worked as Head of Corporate Broking at Berenberg Bank in London. Before joining Dentons Global Advisors in 2021, Mr. Kinzler spent nearly 10 years at two other strategic communications consultancies in London and Frankfurt.
Mr. Kinzler holds MSc Economics degrees from the University of Saarbrücken and the London School of Economics and Political Science.
Antonia is a senior adviser in BofA’s UK Investment Banking business with 30 years of corporate broking experience. Throughout her career Antonia has provided UK boards with equity market advice and has advised on a wide range of corporate transactions including IPOs, rights issue and placings as well as public and private M&A.
Antonia joined Bank of America in November 2022 after 5 years as Head of UK Investment Banking & Corporate Broking at Credit Suisse. She started her career in broking in 1993 at Smith New Court (subsequently Merrill Lynch) before joining Hoare Govett (ABN Amro/RBS) in 1999. In 2012 Antonia was part of the senior management team that integrated the Hoare Govett business with Jefferies where she served as a Managing Director until 2017. Over her career Antonia has advised a wide range of companies including, in recent years, Babcock, Cobham, Inmarsat, Imperial Brands, Man Group, Senior, Smurfit Kappa, Tate & Lyle, Taylor Wimpey, Vistry and Wm Morrison amongst others.
Antonia has an MA in Modern Languages from Oxford University.
Filippo Taddei is a Senior Economist for Europe within the European Economics Team at Goldman Sachs. Until 2020, he was Associate Professor of International Economics at the Johns Hopkins School of Advanced International Studies (SAIS) where he taught international finance and macroeconomics. From 2014 to 2016 he served as the Economic and Labor Affairs Spokesperson for the Italian Prime Minister. In this capacity he was one of the main designers of the Italian labor market reform - the Jobs Act - and contributed to the design of fiscal policy and credit market reforms. He was awarded a Ph. D. in Economics with distinction from Columbia University in 2005, and Laurea in Economics with honors from the University of Bologna in 2000; Filippo has been awarded the Lamfalussy Fellowship by the European Central Bank and the Young Economist Award by the European Economic Association. Before joining Goldman Sachs, he worked as a consultant to several multinational companies, the European Commission, the International Labour Organization and the World Bank.
10:15 - 10:55
Riverside Room
Morning break: Coffee and exhibition
10:55 – 11:40
Kelvin Lecture Theatre
ESG: Where do we go from here?
As companies get to grips with the fast moving regulatory environment and integrating ESG into their investment proposition, this panel will discuss expectations within the buy side community around sustainability disclosure and how IR practitioners can help support the investment community with their own ESG agendas and disclosure requirements.
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.
Claire Elsdon leads the Global Capital Markets team at CDP, the non-profit that runs the world’s environmental disclosure system. She defines engagement strategy with financial institutions and other capital markets actors including institutional investors, banks, insurers and private equity and debt houses on a global basis, enabling them to request, utilise and apply critical climate, water and forest impact data from the companies they finance. Claire led CDP's role in delivering disclosure solutions for the Bank of England's CBES exercise and has spearheaded CDP's highly innovative sustainable supplier financing solution, most recently culminating in the Vodafone/Citi collaboration. Claire is also passionate about the need for TCFD aligned disclosure amongst SMEs and is championing the first SME disclosure exercise for banks and anchor buyers this year.
Prior to CDP, Claire worked for over a decade broking Pan-European Equities to UK based Institutional Investors at HSBC, Merrill Lynch and JP Morgan before moving to Tanzania to establish Africa's leading social enterprise focussing on community motorcycle safety solutions.
Karoline is part of LGIM’s Investment Stewardship team as sector lead for the Financials sector, as well as sharing specialist responsibility for LGIM’s responses to company engagement request on executive pay proposals. Karoline joined LGIM in 2020 from Boudicca, a specialist proxy solicitation and corporate governance advisory firm, where she was Senior Corporate Governance Consultant advising both investors and corporates on best practice, shareholder voting and engagement during her four-year stay. Prior to that, she managed UK research teams at the Investment Association and Institutional Shareholder Services (ISS), involved in the analysis and engagement on company proposals in the areas of director elections, pay, M&A and activism, and shareholder rights and regulation. Karoline holds a degree in Business Studies and an MA in Corporate Governance, as well as having graduated with ICSA (now CGI).
Erica Serpico is a director in Investment Stewardship, where she oversees company engagement and proxy voting for the EMEA/APAC regions across all sectors. Erica joined Vanguard in 2013 through a rotational leadership development program and previously served as an investment research manager in Vanguard’s Portfolio Review Department, where she developed new mutual funds and ETFs and recommended changes to the existing fund lineup on behalf of U.S.-based investors. She earned a B.A. in Mathematics from Dartmouth College and an M.B.A. with a concentration in Strategy from London Business School. She also holds the FINRA Series 7 license.
Euan supports industrial and financial services clients with their ESG activities and disclosures. He is a Chartered Accountant who, following roles in private practice, public finance and industry, moved into the world of investment management, joining Schroders in the mid-1990s as a UK equity fund manager. In 2001 Euan joined Standard Life Investments as an analyst and portfolio manager. His sector specialisations included banking and insurance and aerospace and defence and he latterly ran portfolios in excess of £4bn. In 2016 he took on the newly-created role of Global Head of Stewardship and ESG Investment to manage a team of more than 20 ESG specialists, helping to integrate sustainability considerations into investment decisions across the firm’s £500bn+ assets under management.
10:55 - 11:40
Marconi Room
Sponsored by
Breakout: Using consensus to better manage expectations of the investment community
Every investor relations professional is familiar with managing expectations of the investment community. Whether your company is covered by a few or many brokers, each provides a different perspective on your business and offers a range of estimates that comprise the market’s view. What does an effective consensus management process look like? How does this process include all stakeholders, from management, to brokers, to investors, and even third-party consensus data providers? How does consensus factor into the near- and long-term outlook for your company?
Paul Boland is Senior Director, Head of Contributor Relations, APAC & EMEA, based in London. He is responsible for leading the company’s partnerships with the sell side across APAC and EMEA, which includes building Visible Alpha’s data panel and ingesting and entitling sell-side content. Prior to joining Visible Alpha in 2020, Paul worked on the sell side in research and spec sales roles. He has been working with equity fundamental forecast data since 2017 when he joined Bloomberg LLP to work with their equity estimates products.
Josh is an Investor Relations Director at GSK, having joined the IR team in 2020. He has a particular interest in financials and consensus, and played a key role in the demerger of Haleon, the Consumer Healthcare company. Prior to 2020, Josh worked in a variety of commercial and finance roles at GSK, having joined in 2015. He is CIMA qualified as a Chartered Global Management Accountant, and holds a BA in History from the University of Bristol.
Prior to joining Redburn, Simon co-headed pharmaceutical research at Exane BNP Paribas, having previously followed the sector at Occitan Capital, Credit Suisse and Lehman Brothers. Simon holds a First Class degree in Chemistry and PhD in Organic Chemistry, both from Imperial College London. He is a CFA Charterholder.
11:40 – 12:25
Kelvin Lecture Theatre
Staying authentic and relevant for the Buy-side
With competition for capital amongst corporates continuing to increase, this buy side panel will examine the pressures being exerted on investors in making the right choices for their clients, as well as the various reporting and disclosure challenges they are facing in this regard. To this end, this panel will provide IRO’s with ideas and insights into how to engage with investors most efficiently, to ensure their corporate narrative is optimally designed and delivered.
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.
Tim is a fund manager for the Henley-based UK Equities team. He joined Invesco in August 2014 as a senior investment analyst within the team, before taking on fund management responsibilities in December 2016. Tim is the manager of the Invesco Sustainable UK Companies Fund (UK) and leads much of the UK Equities team work in this important and rapidly developing area. Tim started his investment career with UBS London in 2001. Specialising in transport sector equity research, he became head of European transport research in 2006 and was a number one rated transport analyst by both Institutional Investor and Extel. Three years later, he joined Redburn as an analyst, continuing his specialisation in the transport sector, subsequently becoming a Partner at the company. Tim holds an MA (Hons) in International Relations and Modern History from the University of St Andrews, Scotland.
Andrew Millington is Head of Research and Investment Process, Equities at abrdn, having previously been a UK portfolio manager and abrdn’s Head of UK Equities from 2017 to 2022. He is a board member of the Investor Forum and a member of the Investment Committee of the Investment Association.
Anthony Sleeman is a Senior Portfolio Manager within the Consumer Team at Norges Bank Investment Management. An important part of his role at NBIM involves regular interaction with company management teams and IR. Anthony re-joined NBIM in 2021 from Surveyor Capital. Prior to Surveyor, Anthony was a portfolio manager at NBIM, an associate analyst at T Rowe Price and part of the No.1 ranked food retail team at Sanford Bernstein. He started his career at KPMG where he qualified as a Chartered Accountant. Anthony graduated from Oxford University with an MA in Classics.
11:40 – 12:25
Marconi Room
Sponsored by
Breakout: Taking the stress out of scenario analysis
One of the most challenging aspects of the TCFD recommendations is scenario analysis – an analytical exercise that applies a forward-looking lens to assess a company’s resilience to climate risk. As companies across the UK grapple with the implications of the climate crisis for their business, scenario analysis is a valuable risk assessment tool that facilitates crucial dialogue with stakeholders. This session offers participants practical guidance on maximising the benefits of scenario analysis. We’ll discuss examples ranging from basic compliance through to advanced approaches and share insight from leading sustainability professionals on what to prepare for next. The session will also facilitate a conversation between investors and corporates understanding the opportunities and challenges of better disclosure on climate risk.
Lindsay is a senior sustainability strategist at Ever Sustainable, an impact consultancy that helps businesses harness the value generation multiplier of sustainability. Leveraging a background in NGOs and journalism covering the extractives sector across sub-Saharan Africa, she works with clients across the FTSE 350, AIM and private markets to build sustainability strategies that are resilient, innovative and impactful. Ever works with clients including The Carlyle Group, the Forestry Stewardship Council (FSC), and Britvic on their sustainability approaches, from materiality through to strategy development, roadmapping and reporting.
Ross is an experienced IRO with both an in-house and advisory background. Originally in equity capital markets banking, Ross has over 25 years of in-house corporate experience, including FTSE100 businesses such as Rolls-Royce, where he was Assistant Director of IR; and Man Group plc, the alternative investment manager, where he was involved in a very wide range of capital raisings and corporate transactions for over a decade. Ross has also set up and led the IR function for a number of mid-cap companies; he was Sustainability Manager for Virgin Atlantic before joining FTSE250 Redde Northgate in 2022 where he is Head of IR and also sits on the Group Sustainability Committee. He is a graduate of Cambridge University and a Board Member of the IR Society.
Giulia Scanferla has joined the ESG team as ‘Senior Sustainability Reporting Manager’ in October 2022 to lead the delivery of BAT’s ESG Report and associated internal and external ESG reporting activities.Over the past 8 years Giulia has been driving sustainability strategy, reporting, communications and advocacy at the International Chamber of Commerce in France, at Walgreens Boots Alliance across the US and the UK and finally at Bupa in the UK. In terms of Sustainability & ESG highlights from her career, Giulia:- Led and delivered Walgreens Boots Alliance’s first CSR Materiality Assessment and GRI/SASB CSR Report;- Shaped and led Bupa’s first Taskforce on Climate-related Financial Disclosures working group and report;- Led the launch of the Sustainable Development Goals, for the International Chamber of Commerce, in the lead up to COP21;- Led the production of BAT’s first Combined Annual and ESG Report; and- Improved various sustainability ratings and indexes (such as EcoVadis, CDP and MSCI) for a number of companies. Giulia holds a master’s degree in ‘International Relations and Economic evelopment Policies’ and has recently completed two courses from the Cambridge Institute of Sustainability Leadership: Business & Climate Change: Towards Net Zero Emissions / Sustainable Supply Chain Management.
Owen Tutt is an engager with EOS at Federated Hermes where he co-leads climate change engagement. He predominantly covers European companies and specialises in the most climate risk-exposed sectors, including oil and gas, utilities, and financial services. He holds a Master’s degree in Climate Policy and Diplomacy and, prior to joining EOS, was the lead author of a policy paper on the key elements of successful long-term climate policy in the UK.
12:25 – 13:35
Riverside Room
Lunch and exhibition
13:35 – 13:45
Kelvin Lecture Theatre
Welcome back
Evan will review some of the key themes from the morning’s sessions and look ahead to the afternoon.
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
Second keynote
In conversation with Evan Davis, Sanjay will share his views on media innovation, the challenges and opportunities currently being faced in the corporate world, including the role of technology and the rise in data and AI, sustainability and greenwashing, and diversity and inclusion.
Sanjay Nazerali is a media strategist and thought leader, currently serving as Brand President at dentsu X. His thought leadership focuses on the relationship between business and society.
Following an MA in Philosophy at Oxford, Sanjay worked in political communications for the British Labour Party. He then led European Marketing at MTV and Global Marketing at BBC News.
At dentsu since 2017, Sanjay represents dentsu International at the World Economic Forum, where he chairs the Forum’s Global Council on Media.
14:15 – 14:30:
Movement break
14:30 – 15:15
Kelvin Lecture Theatre
Corporate Breakout: Large-cap IR: Managing the opportunities and challenges
This first breakout session featuring IROs of larger companies will explore the opportunities and challenges of IR for large caps. This broad ranging discussion will cover managing incoming investor interest; targeting appropriate investors; dealing with passive funds; handling activist investors; managing retail investors; prioritising and allocating internal resource and managing the IR team. This interactive session will offer plenty of practical insights for the audience to take away and implement into their daily roles.
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.
Sonya is the Head of IR at Haleon, the consumer healthcare company which demerged from GSK in July 2023; the largest listing on the LSE in the past 10 years. Sonya originally joined GSK in 2020 as Head of IR for Consumer Healthcare and to undertake all of the preparation and execution required ahead of the listing. Prior to this Sonya managed her own IR Consultancy company, Clear Giraffe IR, advising a number of small and large cap listed global companies. Ahead of this, Sonya was Head of IR at Heineken during a period of significant change and transformation. Previous other experience includes over a decade working in banking, predominantly as a research analyst and laterally as specialist sales at banks including Barclays, Goldman Sachs and Morgan Stanley. She is also a qualified Chartered Accountant, having qualified with KPMG in Glasgow.
Sonya also is a NED on LSL Property Services plc and additionally sits on the Audit and Risk, Nomination, Remuneration committees at the company.
Claire joined SEGRO as Head of Investor Relations in October 2018. Prior to this she spent 10 years working in Corporate Access Origination roles at first Goldman Sachs and then Exane BNP Paribas with a focus on Banks, Insurance and Real Estate. She started her career on the Equity Graduate scheme at Goldman Sachs and has a BSc in International Business from the University of Warwick.
Peregrine Riviere has run investor relations programmes for companies in a wide range of sectors over the last 20 years. Prior to that he qualified as a Chartered Accountant and spent six years in investment banking.
14:30 – 15:15
Lovelace Room
Corporate Breakout: Small- to mid-cap IR: Managing the opportunities and challenges
This second breakout session will feature a panel of senior IROs discussing the opportunities and challenges for small- to mid- cap companies, including attracting new investors and broadening sell side coverage. This is a great opportunity for the audience to hear directly from IROs at the coal face including optimising investor engagement, developing ESG communications, digital IR, and effective management of advisors, among other topics.
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.
Siobhán was most recently Head of Investor Relations and Corporate Affairs at Spectris, a FTSE 250 industrials company, which she joined in 2016. Prior to that, Siobhán was IR Manager and then Deputy Head of IR at BG Group, a FTSE 100 oil and gas company. Before that, Siobhán was a sell-side analyst covering the utilities sector at UBS and also worked on the buy-side at a UK institutional investor. She graduated from City University with a BSc in Economics.
Marina joined Hyve in October 2021 and is responsible for creating a new Investor Relations function within the Group to lead the engagement between Hyve and its investment community, while educating the market about Hyve’s unique proposition, as we recover from COVID-19 and explore opportunities beyond.
Throughout her 20 year career in Investor Relations advisory, Marina created and put into practice numerous strategies to communicate clients’ often complex value propositions, across a broad spectrum of sectors and geographies. Marina recently completed a three-year secondment as IR Director for McCarthy and Stone, the largest owner, developer and manager of retirement communities in the UK.
Having advised on over 30 IPOs, raising over US$40bn, Marina has a strong track record of providing counselling on strategic positioning for transactions in Europe and emerging markets.
Marina is passionate about bringing the right people together – be it investors and management teams or IR industry professionals. She is a founder and host of an international peer-to-peer network of senior IR professionals aimed at experience sharing to foster further development of best practice at the time when the IR industry is impacted by complex regulatory changes, the rise of ESG and challenges associated with the pandemic.
Clara founded Equitory in 2016 as a consultancy specialised in providing outsourced investor relations services on a retained, interim and project basis. Equitory is now a large team of former senior in-house IR professionals, with a growing client base covering highly regarded UK and international companies. Clara is the host of Enquire, the Investor Relations podcast, and a regular commentator on trends and developments in IR. Prior to her consultancy work, Clara was Head of Investor Relations at ITV plc, a FTSE 100 commercial broadcaster, having previously worked in Investor Relations at Close Brothers Group plc, a FTSE 250 Financial Services Group. Clara is a Chartered Accountant and began her career at PricewaterhouseCoopers before moving into Corporate Broking for RBS Hoare Govett.
Louise joined Breedon as Head of IR in 2021, prior to which she was Head of IR at Kier and Director of IR at William Hill. During her seven years in IR she has gained extensive IR experience within small teams contributing to significant fund raising and corporate transactions. Louise’s background is in asset management, having held buy-side roles as an analyst and portfolio manager at Morgan Stanley and Allianz Global Investors for nearly 20 years. Louise is a CFA charter holder and has a 1st class hons Psychology degree from Essex university where her final year research on adolescent mental health was published in a peer reviewed journal.
15:15 – 15:45
Riverside Room
Afternoon break: Coffee and exhibition
15:45 – 16:30
Kelvin Lecture Theatre
IR across international markets
This plenary session will feature a senior IRO discussion around the common themes, issues and challenges for those companies who are operating and/or are listed in different regions, covering how to manage IR programmes across different listing regulatory regimes and operating geographies.
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.
Jo most recently worked at Global Fashion Group, a German listed business. With over 10 years capital market experience focused on the mid-cap space, Jo has worked across both European and Emerging markets. Earlier in her career Jo held a variety of strategic and commercial leadership roles at BAA. She has a strong financial background, having commenced her career at PwC. Jo is Chartered Accountant (ICAEW) and holds an BA in Financial Management from Sheffield University.
Emma is one of the partners at H/Advisors Maitland and heads the Capital markets, IR & Governance practice. She has over 30 years of City and investment and capital markets experience and has worked on a wide variety of key client projects in investor relations, from unlisted through small and mid-cap to FTSE 100 companies and including ECM work, IPO’s and M&A. More recently her remit has developed to include Debt IR, ESG for investors and regulation. Emma joined H/Advisors Maitland after 14 years as an equity sell-side analyst in the City working at Hoare Govett and ABN Amro, where she was Global Director for the general retail sector. Emma was awarded an Honorary Fellowship from the UK IR Society in Nov 2022 - recognising her significant contribution to the Investor Relations industry. She was Chair of the Investor Relations Society Policy Committee for 9 years, a significant influence in the UK regulatory and corporate governance environment, interacting regularly with regulators and key industry bodies and helping form policy. She sat on the Board of the Investor Relations Society over the same time. Emma also contributed to the FTSE 100 Group IR & Markets committee.
In his role as Group Investor Relations Director, Maj is responsible for managing Kingfisher plc’s communication with the global investment and research community. He is a member of Kingfisher’s leadership team, and reports directly into the Chief Financial Officer.
Maj joined Kingfisher in January 2019. Prior to that he was the Director of Investor Relations and M&A at Travelport (from 2014 to 2018), a NYSE-listed travel technology company, and the Director of Investor Relations at AZ Electronic Materials plc (from 2010 to 2014), a FTSE 250 specialty chemicals business. Maj managed the IPO processes for both businesses before establishing their IR functions, and oversaw both businesses being taken private again, including Elliott Investment Management’s acquisition of Travelport. Prior to his career in investor relations, Maj spent 10 years at Deloitte at their London HQ, guiding audits for clients in the technology, media, telecoms and travel industries (including Vodafone, WPP, the BBC, and ebookers.com) while managing transaction services for clients in preparation for IPOs and M&A. Maj is a qualified chartered accountant and is a Fellow of the Institute of Chartered Accountants in England and Wales.
Josh cut his teeth in IR on the advisory side during the GFC, having just completed a full-time masters degree. He moved in-house to Hammerson (triple listed on LSE, JSE and Euronext London) in 2018, since when the Company has conducted a rescue rights issue, disposed of over £1bn of assets and completed significant refinancing – there is never a dull moment. In his “free” time, Josh enjoys walking, cooking, red wine and herding various dogs/toddlers.
15:45 – 16:30
Marconi Room
Sponsored by
Breakout: Data and AI: Are you ready?
Take a walk down the streets of Agrabah as we explore what lessons the Capital Markets can learn from the Bazaar where Aladdin and Jasmine first met. Somewhere along this journey, we will address head-on how you can make data and AI your superpower. Intrigued? Great, join us at the 'Data and AI. Are you Ready?' session to have your curiosity satisfied.
Amit is an innovative leader and entrepreneur with multiple successful start-ups and scale-up ventures under his belt. A disruptor with a technology-first mindset, Amit has made it his mission to lead the IR and Capital Markets space through a digital transformation. As Q4's Global VP of Capital Markets Platform, he is a leading voice in our global Product, Operations, and GTM strategy. In his personal time, you might find Amit at the Liverpool FC stadium, advising founders of promising start-ups or playing a small part in the mega-fight against climate change.
16:30 – 17:00
Kelvin Lecture Theatre
Closing keynote
The final keynote of the day will cover a wide range of issues including the opportunities and challenges of running a publicly listed company, the differences in public sector life compared to the commercial world, the global impact of technology, including AI and big data, the importance and professionalisation of IR, the future of conferences and events, and how to manage a “plural” executive and non-executive agenda.
Stephen Carter is the Group Chief Executive of Informa PLC, a leading Business Intelligence, Academic Publishing, Knowledge and B2B Events Group.
He joined Informa in 2010 as a Non-Executive Director before becoming Group Chief Executive in 2013. Over the last nine years, the Group has expanded significantly in reach and scale, geographically (particularly in America and Asia) and in the deployment of technology and digital services.
In the private sector Stephen is a career senior executive, having held managing director and chief executive positions in a range of Media and Technology businesses before becoming Informa's Group CEO. Stephen also served as founding CEO of Ofcom, the UK’s communications competition regulator, Chief of Strategy to the UK Prime Minister, The Right Hon. Gordon Brown and was the first Minister for the Media and Telecommunications industry, where he wrote and published the Digital Britain Report.
Stephen has served on a number of company Boards in the UK and US and currently serves on the Board of Vodafone Plc. In addition, he serves on the Board of the PA Media Group, (representing Informa's shareholding), is Chair of Monaco Yacht SAM (Informa's joint venture with the Principality of Monaco) and is Chair of charitable trust the Henley Festival.
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.
David is Chief Operating Officer of British Land, where he leads British Land’s Property Management team and is responsible for implementing their strategy and further improving the effectiveness of their Real Estate operations. He also heads up British Land’s Investor Relations function and oversees the company’s corporate sustainability programme. He acted as Interim Chief Financial Officer from November 2020 to July 2021. David joined British Land in 2017. He qualified as a Chartered Accountant with PwC, before spending over seven years at Deutsche Bank in the Corporate Finance division. Since then, he has worked for over 10 years in Investor Relations, Strategy, Finance and Corporate Development roles within UK listed businesses. David is Chair of the UK Investor Relations Society, having served on the Board since 2012.
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.
S&P Global Market Intelligence, a division of S&P Global (NYSE: SPGI), is the foremost provider of information services and solutions to global markets. Trusted by more than 2,500 corporate issuers, we understand the impact a strong IR program has on shareholder value, investor engagement, and access to capital. Our Investor Relations & Sustainability Solutions in data, analytics, platforms, and IR expert analysts help IROs and their management team lower the cost of capital and increase valuation, manage investor expectations and decrease volatility, and provide executives and their board the information they need for strategic planning and decision-making to drive shareholder value. Find us at: InvestorRelations Solutions | S&P Global Market Intelligence (spglobal.com)
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.
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.
As of May 2023, AlphaSense leverages Generative AI functions to summarise key takeaways from Earnings Calls and Analyst Reports to quickly understand positives, negatives, and guidance changes, as well as Q&A analysis.
As an investor relations professional, managing analyst perceptions often feels like relentless work. Between staying on top of industry and competitive research, conducting earnings script preparation, press releases, C-suite updates and building relationships with investors and analysts, the pressure to perform is astronomical.
With a never-ending task list, AlphaSense and its intuitive AI platform is dramatically changing the way IROs conduct efficient research and proactively monitor market updates, and
communication to investors.
Having recently closed on our Series D, with total funding now at $528m, led by Capital G (Alphabet’s Venture Arm), Viking Global, Goldman Sachs and BlackRock we are rapidly expanding. AlphaSense employs over 1,200 people across offices in the U.S, U.K., Germany, Finland, and India.
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.
Atticus is the world’s leading platform for fact checking / verifying investor presentations and ongoing corporate reports. The software is used across the globe by IR professionals to increase investor confidence in the accuracy of information being disclosed to them. The platform also protects companies and their boards from the consequences of disclosing inaccurate information to investors and to the market.
In a world of ever expanding regulations and increasingly prominent activist investors, Atticus provides investor relations teams with an efficient and effective toolkit to both promote and protect their companies’ interests.
Atticus has over 13,000 users across the globe and our customers include the likes of Rio Tinto, National Grid, BHP and Associated British foods.
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.
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.
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).
As a globally dominant provider of software and real-time audience engagement technology, Lumi’s offerings are specifically designed to facilitate Annual General and Investor Relations meetings for a diverse range of organisations, including both listed and non-listed Companies, Associations, Legislative Bodies, Membership Organisations, and Partnerships. Our proprietary, patented technology is renowned for its reliability, broadcast quality, and turnkey end-to-end solutions. We provide a range of services including event project management support, registrars’ assistance, Investor Relations Officers’ support, and relevant reporting.
Luminous is a strategic communications partner. We combine insight and creativity to deliver best-in-class stakeholder communications.
Securing reputation in times of change is vital and the new normal provides a powerful opportunity for businesses to refresh their investor connection and outreach. Investors and wider stakeholders are placing responsibility alongside profit when assessing business viability. It’s time to lead the conversation with a sustainability story that people can unite behind.
We craft and create annual reports, corporate websites and ESG communications for some of the most respected organisations in the UK and Europe.
ESG communications: TCFD guidance and compliance, SASB alignment and reporting, ESG disclosure and integration, ESG capital markets and investor events, Board training on ESG issues
Digital communications: Corporate websites, Film and animation, Social media, Digital reporting
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.
Notified is committed to making it easy for brands to create and share powerful stories with the world. Our suite of world-class IR communications solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.
We help companies effectively share and amplify their stories to investors, customers, employees, and the media with a suite of integrated solutions that includes:
GlobeNewswire press release distribution & regulatory filing
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.
S&P Global Market Intelligence, a division of S&P Global (NYSE: SPGI), is the foremost provider of information services and solutions to global markets. Trusted by more than 2,500 corporate issuers, we understand the impact a strong IR program has on shareholder value, investor engagement, and access to capital. Our Investor Relations & Sustainability Solutions in data, analytics, platforms, and IR expert analysts help IROs and their management team lower the cost of capital and increase valuation, manage investor expectations and decrease volatility, and provide executives and their board the information they need for strategic planning and decision-making to drive shareholder value. Find us at: InvestorRelations Solutions | S&P Global Market Intelligence (spglobal.com)
Whether it’s for an IPO, M&A, Rights Issue, High Yield Bond or your company’s Annual Report, your financial documents are always in safe hands with Sterling Financial Print.
With over 30 years’ experience in corporate communications and financial print production – including listed companies’ Annual Reports – Sterling is unique in offering all aspects of the process.
From initial design, copywriting and artwork right through to final print production and distribution as well as online digital display, Sterling is with you every step of the way.
Our document production services are complemented by Sterling’s award-winning virtual data rooms (VDRs) and supported by Sterling Studio, our creative communications, graphic design and copywriting resource.
Thanks to our comprehensive range of services, together with our ability to build strong client relationships, we have been entrusted to work on many of the most high-profile projects and high-value transactions in the UK and internationally.
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.
Alliance Advisors is an independent advisory firm focused on Shareholder Engagement & Solicitation, Compensation, Governance & Sustainability Advisory, M&A, Activism, Institutional Ownership Intelligence, Proxy Logistics and Retail Outreach strategies. We work around the world for public and private companies operating at board and C-suite level. We go beyond the norm to develop and execute bold, client-first strategies, resulting in winning outcomes. We have a longstanding client base of over 1000 active public companies from a range of industries and market capitalization size. Our clients engage with us on multiple services on a year-round basis. We are headquartered in the US, working together as one team, around the world, in multiple locations.
Black Sun Global is a stakeholder engagement agency. We deepen stakeholder engagement by helping businesses align their corporate ambition and strategy with the needs and wants of their most important stakeholders.
We help them inspire trust and build positive relations by defining and communicating their purpose, strategy, culture, and performance.
We believe that brands and businesses can have a big impact on our society, shaping more ethical practices, building more inclusive communities, and delivering more sustainable performance.
Our integrated offer is organised around four pillars:
• Reporting communications
• ESG and Sustainability
• Digital Experiences
• Content and Campaigns
We Spark Positive Change by transforming relationships between business, people and planet.
If you would like to find out more please contact Naomi at nhawkins@blacksunplc.com.
Citigate Dewe Rogerson is a leading global strategic communications consultancy. We have been supporting companies develop and execute best-in-class investor relations programmes for more than 30 years. We are the only large integrated financial communications firm in Europe to maintain a significant investment in a dedicated team of IR professionals across key global financial centres, including London, New York, Hong Kong, Paris, and Amsterdam. Our team has the depth of knowledge, the blend of skills, the expertise and the contacts to help companies manage their reputation among financial markets stakeholders and effectively access global pools of capital.
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.
Investis Digital [iDX] is a tech-enabled digital communications company that helps global brands eliminate waste and elevate connections across secure and enabled channels.
Through our proprietary ConnectedContent™ approach, we uniquely combine human intelligence, content, media and technology to tell your stories seamlessly and create compelling communications. Our team of IR consultants and end-to-end solutions (including thousands of digital tools, 60+ stock exchange feeds, 40+ languages, custom and express websites, webcasts and performance reports) are available to help you build deeper connections with all of your stakeholders.
We deliver results via a combination of 20+ years of experience, technology and 24/7 service. We support all aspects of curation, creation, orchestration, delivery and measurement for more than 1,600 global clients including Rolls-Royce, Vodafone, Heineken and more.
Luminous is a strategic communications partner. We combine insight and creativity to deliver best-in-class stakeholder communications.
Securing reputation in times of change is vital and the new normal provides a powerful opportunity for businesses to refresh their investor connection and outreach. Investors and wider stakeholders are placing responsibility alongside profit when assessing business viability. It’s time to lead the conversation with a sustainability story that people can unite behind.
We craft and create annual reports, corporate websites and ESG communications for some of the most respected organisations in the UK and Europe.
Morrow Sodali is a leading provider of strategic advice and shareholder services to corporate clients around the world.
The firm provides corporate boards and executives with strategic advice and services relating to corporate governance, shareholder and bondholder communication and engagement, capital markets intelligence, proxy solicitation, shareholder activism and mergers and acquisitions.
From headquarters in New York and London, and offices and partners in major capital markets, Morrow Sodali serves more than 1,000 corporate clients in 80+ countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include financial institutions, mutual funds, ETFs, stock exchanges and membership associations.
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).
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.
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.
Ever Sustainable is a sustainability strategy consultancy that helps businesses harness the value generation multiplier of sustainability. By joining the dots between sustainability and growth, Ever endeavours to move sustainability beyond risk reduction to uncover new commercial opportunities. We strive to bring bold ideas into the boardroom to inform both day-to-day decision-making and long-term transformation. Our expertise ranges from robust research and materiality assessments, to defining and implementing sustainability strategies that are underpinned by decision-useful KPIs. We’re also passionate communicators who excel in distilling urgent ideas into clear messages that clients can deliver to stakeholders with confidence.
Hudson Sandler is an independent strategic communications and ESG consultancy headquartered in London.
We are trusted advisers to the management and boards of more than 60 quoted companies, serviced from our offices in London, Lagos, Nairobi, Almaty and Tashkent.
We support debt and equity issuers spanning AIM, the FTSE 250 and FTSE 100 and internationally our clients are also listed in the New York, Euronext, Hong Kong, Nairobi, Lagos and Cairo exchanges.
Hudson Sandler’s Investor Relations unit provides independent input to ensure the make-up of client share registers reflects their corporate strategies.
Working closely with clients and brokers, we empower issuers to take full control of their IR programme through a 360° service offering:
• Investor Perception Studies
• Equity story development
• Institutional investor targeting
• Proxy advisory
• Investor database maintenance
• Independent corporate access
• Capital market days
• IR Benchmarking
• Financial reporting
• Set-up of IR functions
Services can be provided as:
• An extension of the IR department
• An outsourced IR function
• A provider of insights and data to inform the IR function
HS Sustain: A comprehensive Sustainability and ESG service offer
Drawing on professionals hailing from the big 4 audit teams, investment banking and world class corporate communications teams, HS Sustain executes award-winning sustainability strategies for global organisations across a broad range of sectors – from energy, metals, mining and agriculture to fashion, telecommunications, food and seafood.
We provide:
• ESG Insights and Benchmarking
• Sustainability Strategy Development
• ESG Reporting and Disclosure
• ESG Investor Relations – proactive programmes to build and maintain your ESG investment profile
• Sustainability Governance council
• Sustainability partnerships building
•Powerful sustainability and ESG-related communications content development
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.
Notified is committed to making it easy for brands to create and share powerful stories with the world. Our suite of world-class IR communications solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.
We help companies effectively share and amplify their stories to investors, customers, employees, and the media with a suite of integrated solutions that includes:
GlobeNewswire press release distribution & regulatory filing
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