IR: Leading change; driving value

The IR Society's 2019 annual conference, IR: Leading change; driving value, will take place in London on Tuesday 18 June 2019. This one-day event will provide unparalleled opportunities to learn, keep up to date and network with peers.

The IR Society's 2019 annual conference, IR: Leading change; driving value, will take place in London on Tuesday 18 June 2019. This one-day event will provide unparalleled opportunities to learn, keep up to date and network with peers.

Conference overview

The IR Society’s 2019 Annual Conference is entitled ‘IR: Leading change; driving value’.

After a year of considerable political, market and regulatory change, the Annual Conference will explore ways in which IR can adapt and overcome these challenges to fully exploit the value of the public markets and help lead our companies to win the competition for capital. The IR Society is delighted to welcome back Evan Davis, a Fellow of the IR Society, as conference host again in 2019.

Planning for 2019 is well under way and we’ll be announcing speaker updates very soon, so please check back regularly.

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

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

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

Videos

See the highlights from the 2017 and 2016 conferences

Highlights from the 2018 conference: IR: Future-proofing Business

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

Highlights from the 2017 conference

Programme

The programme below will be updated as sessions are finalised so please check back regularly

08.00

Registration

08.30

CEO’s opening remarks

  • Gary Davies, CEO, The Investor Relations Society

    Gary has been CEO of the Investor Relations Society since July 2018, leading the executive team at their Coleman Street office. Prior to this he had a 30 year career at GSK, where he held a number of positions in the UK and US in medicines development and commercialisation and in Corporate Communications where he headed the Corporate Product Communications function for several years. Gary was a Director in the Investor Relations team at GSK for over 10 years. He holds an MBA, has achieved the Certificate in Investor Relations from the IR Society and in 2017 became the first graduate of the Society’s new Diploma in Investor Relations. Prior to becoming CEO, Gary was a member of the Society’s Education and Examinations Committees.

09.00

Keynote address/interview

John Allan CBE will open this year's conference with his views of the markets and economic environment, as well as what companies and IR should be thinking about in 2019 and beyond.

  • Moderator: Evan Davis

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

  • John Allan CBE, Chairman of Tesco plc, Barratt Developments plc and President of the CBI

    John Allan CBE John is Chairman of Tesco plc, Barratt Developments plc and President of the CBI. He is also Chairman and Co-Founder of J&A Mentoring Partners Ltd. Previously, amongst other senior roles, he was Chairman of London First and a non-executive director at Worldpay, where he was formerly Chairman. He was Chairman of Dixons Retail and later Co-Deputy Chairman and Senior Independent Director of Dixons Carphone. John is a graduate and now a Regent of the University of Edinburgh.

09.30

Plenary Session: Life after MiFID II

Building on the conference theme, 'IR: leading change; driving value,' a panel of buy-side participants will discuss how they are adapting to the changes in a post MiFID II environment.

  • Moderator: Evan Davis

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

  • Patrick Harrington, Director and Investment Manager, OLIM Asset Management

    Patrick Harrington Patrick returned to OLIM in 2018 as a director and investment manager from stockbroker Baden Hill where he was Managing Partner. OLIM is a specialist institutional investment manager focussing on UK equities. A highly experienced fund manager with over 30 years in the industry, Patrick has also worked for Jupiter Asset Management, Henderson Global Investors and M&G. Patrick is re-joining the team after working for OLIM from 2005-2009 and will be responsible for managing both equity and balanced portfolios.

10.15

Morning break

10:45

Plenary Session: Leading change

Following on from the earlier buy-side panel discussion, senior-level participants will discuss how companies are responding to the changing market environment.

  • Moderator: Evan Davis

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

  • Stuart Morgan, Head of Investor Relations, easyJet

    Stuart Morgan Stuart has worked in Investor Relations for 15 years. He started work at PwC, firstly qualifying as an accountant in the Audit business before moving to the Business Valuations team. After three years in IR consultancy he moved to Brussels to become the first Head of Investor Relations at French testing company Eurofins. He then spent four years at National Express followed by six months at the RAC working on a prospective IPO. Stuart joined easyJet in August 2015.

11:35

Movement break

11:45

Break-out sessions

Session 1: Responding to the changing sell-side market dynamics

This practical session will look at changes in the sell-side in light of regulatory changes.

  • Moderator: David Walker, Head of Investor Relations, British Land

    Moderator: David Walker David Walker qualified as a Chartered Accountant with PriceWaterhouseCoopers within their Banking & Capital Markets division in London. Following this, he spent over seven years in the city at Deutsche Bank where he held a variety of roles within the Corporate Finance division, including Business Development and most recently as a Vice President in the UK Corporate Broking team. Since leaving Deutsche Bank David has worked at Hays PLC, the FTSE250 listed specialist recruitment group, where he headed up the Investor Relations & Corporate Development team, taking responsibility for all aspects of shareholder and other stakeholder communications. In October 2017 he joined British Land as Head of Investor Relations.

  • Carl Murdoch-Smith, Senior Telecoms Equity Research Analyst, Berenberg

    Carl Murdoch-Smith Carl Murdock-Smith joined Berenberg in early 2018 as a senior telecoms equity research analyst. He previously ran investor relations at BT, before which he spent eight years in telecoms research at J.P. Morgan Cazenove. Carl started his career with three years at BT, including roles in corporate finance, Openreach and Global Services. He’s a CFA charterholder and chartered management accountant.

  • Will Wallis, Head of Research, Numis

    Bio to follow

  • Dani Saurymper, Lead Portfolio Manager, AXA

    Dani Saurymper Lead Portfolio Manager for AXA WF Framlington Longevity Economy (Luxembourg SICAV) and AXA Framlington Health (UK Unit Trust). Dani is a portfolio manager in our Health/Biotech/ Longevity product franchise which has circa €2bn of AUM. He is also the global healthcare specialist within our internal research organisation. Dani has 17 years investment experience. Prior to joining AXA IM in April 2015 as Portfolio Manager he was a senior equity research analyst covering European Healthcare at Barclays Capital. Dani started his career at Goldman Sachs as a senior pharmaceutical analyst covering European Pharmaceuticals before moving to Nomura as a sector specialist covering global healthcare. He has a BSc in Management Studies and Pharmacology from Leeds University and an MSc in International Business from the Manchester School of Management, UMIST.

Session 2: How to get the best shareholder register

A very practical session looking at the changing shape of the institutional investor and targeting techniques.

  • Moderator: Douglas Radcliffe, Group Investor Relations Director, Lloyds Banking Group

    Douglas currently heads up the Investor Relations team at Lloyds Banking Group having been a senior member of the team at Lloyds Bank and subsequently Lloyds Banking Group for the last seven years. During this time he has been involved in all the normal Investor Relations activities including the development of the investment proposition, briefing of institutional investors and the development and production of corporate results and announcements. In addition he has been integrally involved in all the corporate actions and transactions undertaken by the Group during this period including the acquisition of HBOS, the capital raisings and the various business disposals. 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.

  • Rob Farrington, Director, Corporate Broking, Citi

    Rob Farrington Robert is a Director within Citi’s UK Corporate Broking team, based in London. He has over 10 years of experience advising UK companies, both public and private, having worked across the Corporate Broking, UK M&A and Equity Capital Markets businesses at Citi. Robert received BSc Business Administration from the University of Bath School of Management, specialising in economics and finance.

12:45

Lunch

14:00

Afternoon keynote address

  • Moderator: Evan Davis

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

14:45

Movement Break

14:55

Break-out sessions

Session 3: IR - Leading within

As the role of IR expands across a wider range of stakeholders, this session will consider the relationship between IR and the board.

Session 4: Winning the competition for capital

Practical tips and techniques to help IROs with best practice communications and innovative ways to bring the company story to life, outside of the regular IR calendar and activities.

15.45

Afternoon break

16.15

Plenary session: Driving value through ESG

A panel discussion around ESG and sustainability, and how companies are navigating the changing landscape and integrating ESG communications into IR best practices.

  • Moderator: Evan Davis

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

  • Martin Dunwoodie, Director, Investor Relations, Johnson Matthey

    Bio to follow shortly.

  • Andrew Parry, Head of Sustainable Investing, Hermes Investment Management

    Andrew Parry Andrew Parry is Head of Sustainable Investing and a member of the Hermes Strategy Group. He joined the firm in 2009, initially as Chief Executive and Co-Head of Investment for Hermes Sourcecap, now Hermes European Equities, becoming Head of Equities in 2014 and taking on responsibility for developing Impact investing in August of 2016. In September of 2017 he became Head of Sustainable Investing to reflect the commitment of Hermes to building on their success in responsible investing.In 2006, Andrew jointly founded Sourcecap with the aim of building a best-in-class investment boutique focused on excellence in European equity management. Prior to this, Andrew established Pembroke Capital Management in 2003 and successfully launched the Magenta Fund, a global equity non-directional fund. Before that, Andrew worked at Northern Trust Global Investments (Europe) Ltd as Chief Investment Officer of International Equities and was responsible for the management of global, international and regional portfolios. He has also held a variety of senior investment roles, including Head of International Equities at Julius Baer Investments, Chief Investment Officer at Lazard Brothers Asset Management, and Head of UK Equities at Baring Asset Management. Andrew holds an MA in Mathematics from the University of St Andrews. Andrew is Co-Chair of the UNEP Financial Initiative Positive Impact Steering Group and a member of the Investment Committee of the Trafalgar House Pension Trust . He was formerly an independent investment advisor to the Investment Sub-Committee of the Mineworkers’ Pension Scheme and a non-equity director of Aerion Fund Managers.

  • Valeria Piani, Sustainable and Impact Investing Strategic Engagement Lead Director, UBS Asset Management

    Valeria Piani Valeria Piani joined UBS Asset Management in Sustainable and Impact Investing Investment Research and Engagement Stewardship in December 2017. Valeria is responsible for co-ordinating and undertaking UBS Asset Management's our thematic engagements with investee companies on specific environmental and social factors such as climate change, gender diversity, human capital and impact. Prior to joining UBS, Valeria was Associate Director at the Principles for Responsible Investment (PRI) where she led the work of the ESG Engagements team. Valeria was responsible for developing and managing a range of collaborative engagements on environmental, social and governance topics.

  • Stuart Lemmon, Managing Director of Environmental Sustainability Consultancy, EcoAct (UK)

    Stuart Lemmon Stuart Lemmon is Managing Director of environmental sustainability consultancy, EcoAct (UK). Having worked in the sector for 25 years, his expertise spans climate, sustainability, risk and environmental management disciplines. He has worked with a wide range of both private and public sectors including property, construction, financial services, process industries, utilities, oil & gas, as well as central and local government. He provides technical direction, account lead and project management across EcoAct’s broad consulting services. He specialises in strategy development and the integration of sustainability activity with operational and reporting processes. He has a BSc (Hons) in Environmental Science and an MBA.

17:00

Closing keynote address

  • Moderator: Evan Davis

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

17:35

Closing remarks from Evan Davis

  • Evan Davis, journalist and broadcaster

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

17.40

Evening reception

The IR Society invites you to join us for refreshments and an opportunity to meet fellow delegates at our post-conference reception.

17:30

IR Society Diploma in IR presentation

Presentation of certificates to successful Diploma graduates

#IRConf2019

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Complete the form below to book online, or call the IR Society on +44 (0) 20 7379 1763

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