A New World Order: The Ascent of IR

The IR Society's 31st annual conference will take place in London on 20 June 2017. This one-day event provides unparalleled opportunities to learn, keep up to date and network with peers.

The IR Society's 31st annual conference will take place in London on 20 June 2017. This one-day event provides unparalleled opportunities to learn, keep up to date and network with peers.

Conference overview

A New World Order: The Ascent of IR

Given the seismic changes going on in the geopolitical, economic, regulatory and capital markets landscapes, now is the time for Investor Relations to standout and take a leading role in corporates. We face a discernible change in the mood of politics, in our business environment and in changing regulations with their impact on market structure. We also face more technological change and of course, the advent of a post-Brexit world. David Lloyd-Seed, our Chair, once spoke of IR having evolved from a cottage industry into the higher profile profession it is today and we wish to explore a new world, perhaps a brave new world, in which the art and science of IR shine in the face of enormous challenges in investor communications. Join us for what we expect to be a most compelling conference that positions IR at the forefront of industry, if not a new world order!

Watch the highlights video from the 2016 conference below.

If you have any questions please contact:

John Gollifer, General Manager, The IR Society john.gollifer@irs.org.uk +44 (0) 20 7379 1763

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

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

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

Videos

See the highlights from the 2016 and 2015 conferences

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

Preview of the opening plenary session

Highlights from the 2015 conference

Programme

The programme for the 2017 conference will be regularly updated as sessions are confirmed. Please note session times and titles below may be subject to change.

08.00

Registration

08.30

Chair’s opening remarks

  • David Lloyd-Seed, Chair, The IR Society

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

09.00

Keynote address: A new world order: The ascent of IR

09.30

A post-truth world and the ascent of IR

In this opening plenary session to introduce the theme and set the tone of our annual conference, ‘A new world order: The ascent of IR’, Evan Davis will moderate a discussion on some of the issues around data, the media, politics and a post-truth world. We expect this broad ranging discussion to appeal to our various constituents, including IR practitioners. No function can operate in isolation, particularly when there is possibly so much change afoot.

  • 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).

  • David Lloyd-Seed, Chair, The IR Society

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

  • Ed Humpherson, Director General, UK Statistics Authority

    Ed Humpherson Ed Humpherson was appointed as Director General for Regulation at the Office for Statistics Regulation. The Office is the regulatory arm of the UK Statistics Authority and was launched in November 2016 with the purpose to provide independent regulation of all official statistics produced in the UK. Prior to joining the Authority in 2013, Ed was a Board Member and Executive Leader for Economic Affairs at the National Audit Office since July 2009

  • Milorad Ajder, Managing Director, Co-Director of the Global Reputation Centre, Ipsos MORI

    Milorad Ajder Milorad leads Ipsos MORI’s Reputation Centre in the UK and jointly leads the Ipsos Global Reputation Centre. He has overall responsibility for strategy and innovation, as well as retaining a number of key client relationships. His background encompasses both brand consultancy (Addison and Fitch) and reputation research (ORC International). He is passionate about the role of research within the corporate environment, and believes it should be seen as an Important resource that delivers both business critical insights and an action plan for change. Prior to joining Ipsos MORI, Milorad led Ajder Associates, a strategic research boutique working with a range of blue-chip clients including BP, CNBC Europe, Reed Midem and DuPont. His focus was on delivering a blend of research and corporate brand expertise that added value to the reputation management process. Milorad has published original research on corporate reputation and has written on the subject in a wide variety of publications including City AM, Management Today and The Huffington Post.

  • Nils Pratley, Financial Editor, The Guardian

    Photo and bio to be uploaded

10.15

Morning break

10.45

Break-out sessions: IR in Practice

Session 1: How IR adds real value

This session will examine where IROs can build their credibility and really make their mark internally and externally. Whether it be in setting up and prepping management for one-on-one meetings, or organising & managing results calls or investment days, or even just the regular day-to-day contact with investors. Our panel of esteemed IROs will share their experience, providing tips and advice on how to become that indispensable IRO.

  • Moderator: Claire Lavery, Vice President, Rivel Research Group

    Claire leads Rivel Research Group's operation in the UK and Europe. Founded in 1991, Rivel specialises in delivering actionable insight based on in-depth measurements of the investment community. Prior to joining Rivel, Claire was the International Sales Director at IR magazine covering the UK, Europe and Asia-Pacific. Before stepping into the world of investor relations Claire spent almost 10 years in the legal market.

  • Catherine James, former Head of Investor Relations, Diageo

    Catherine James Catherine James is a senior finance professional with a portfolio of advisory roles. In addition, Catherine is a non-executive director of Numis plc and a trustee of the Diageo Pension Scheme. Until early February 2017 Catherine worked at Diageo as Head of Investor Relations following a career which began in 1984 and covered a series of senior finance positions with Grand Metropolitan. Grand Met merged with Guinness plc in 1997 to form Diageo. Catherine has been a trustee of the Botanic Garden of Wales and the Felix Topolski Memoir of the Twentieth Century. She was also a member of the Advsiory Board of the Consumer Analyst Group of Europe.

  • Laura Doyle, Head of Investor Relations, Legal & General

    Laura Doyle Laura Doyle joined Legal & General Group plc in 2014 and is Head of Investor Relations. Prior to joining Legal & General, Laura held Group Development and IRO roles at Inchcape plc, a FTSE 250 global automotive distributor and retailer. Before joining Inchcape, Laura trained as a Chartered Accountant with KPMG in London with roles in audit and in transaction services. Laura studied Mathematics and Computer Science at King’s College, London and is also an FCA of the Institute of Chartered Accountants of England and Wales.

  • Edward Thacker, Head of Investor Relations, Land Securities

    Bio and photo to be uploaded.

  • Patrick Bowes, Director of External Communications, Old Mutual

    Patrick Bowes Patrick joined Old Mutual in May 2009 as Head of Investor Relations and then in 2010 became Director of External Communications. He is responsible for managing the overall relationships with the Group corporate stakeholders including international media, sell side analysts and buy side investors globally. Prior to Old Mutual, Patrick had an extensive career in international capital markets with experience at Credit Suisse, JP Morgan and Merrill Lynch. He is also a qualified Chartered Accountant.

Session 2: Managing IR in a crisis

In this session, you will learn from senior practitioners what happens in a crisis, what works and what doesn't work when events change beyond your control. Our speakers will share their war stories, discuss tips on how to avoid pot-holes and help you understand the changing world of communications. We probably think we already have plans in place. However, from a broader communications point of view, how can IR help and what are the hallmarks of possible best practice in a crisis? How do you manage critical market events and all the possible stakeholders involved, from your internal audience (management and the Board) to your external stakeholders (buy- and sell-sides), for example? The discussion will consider use of social media, noise, the truth and having more effective plans in place, just in case. A defining moment for all communications is when it starts to go awry and you are needed to respond. Join us as we navigate the dos and don’ts of crisis communications and the role of IR in a crisis. How does IR really add value?

  • Moderator: Suzanna Voyle, Partner, Tulchan

    Moderator: Suzanna Voyle Susanna Voyle - Partner, Tulchan Communications Susanna has worked for Tulchan Communications for more than 12 years, having represented many of the firm’s most high-profile clients, gaining experience across a wide range of communications situations and challenges. She has led on most of Tulchan’s IPO work and is an expert on the retail sector. She joined Tulchan after an 18-year career in journalism – the last 15 years of which were spent on the Financial Times in a series of senior editing and writing roles. Susanna brings her clients a deep insight into the critical role of a good communications strategy and the interplay between the financial media, corporate strategy and the varying interests of sometimes disparate stakeholders. Susanna’s current clients include AO World, Bakkavor, Booker, Capital & Counties, The Co-op and SuperGroup.

  • Andrew Beckett, Managing Director Cyber Security and Investigations, EMEA, Kroll

    Andrew Beckett Andrew Beckett is a Managing Director in Kroll’s Cyber Security and Investigations practice, based in the London office. Throughout a distinguished career that has bridged both government service and private enterprise, Andrew has exceled at developing and implementing cyber and information assurance solutions for the most complex of organizational needs. His strong skills in business management, analytics, knowledge management, and project management complement his technical expertise, ensuring a pragmatic approach to the complex cyber-related challenges that companies now face on a daily basis.

  • Chris Griffith, IR Director, Tesco

    Chris Griffith Chris joined Tesco in 2001 initially working in Distribution, Finance and Investor Relations. He moved to the International Corporate Affairs team in 2007, before being appointed Business Development Director in 2008, leading M&A and strategy projects in Asia and across the Group. Chris re-joined the Investor Relations team in 2011 and took on the lead role in 2012. Prior to Tesco, Chris worked at the BBC and Channel Four Television.

  • Julian Pike, Partner, Farrer

    Bio and photo to be uploaded.

11:35

10 minute movement break

11:45

A New World Order: Regulatory change, part 1 – What an IRO needs to know

With recent regulatory changes, from MAR to MiFID II, and the end of formal quarterly reporting, having an impact on IR, this two-part session will explore what regulatory changes have taken place recently and what is on the horizon. The second session that follows immediately afterwards will consider the market view of the changes, including a variety of stakeholders, from the buy-side’s use of in-house corporate access to independent research and what is happening on the sell-side. In the first half of this session, expert speakers will explain what the regulatory changes are and share their views of what impact this may have on the relationship between companies and their investors. Ultimately, what does this mean for the role of the IRO?

  • Moderator: David Walker, Head of Group Corporate Development & Investor Relations, Hays

    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 currently heads up the Investor Relations & Corporate Development team, taking responsibility for all aspects of shareholder and other stakeholder communications.

  • John Woolland, Managing Director, UBS Investment Bank

    John Woolland John Woolland is joint head of corporate broking at UBS Investment Bank. He looks after a range of FTSE 100 and FTSE 250 corporate clients. John has been at UBS (and its predecessor firms back to Warburg Securities) for over 30 years. He has considerable experience of all manner of corporate activity including takeovers, equity and debt issues, regulation and market communication. Recent examples include: British American Tobacco’s offer for Reynolds American; Unilever’s approach from Kraft Heinz; SEGRO’s 10% placing in September 2016 and rights issue in March 2017; Close Brothers’ bond issues; and Ladbrokes 10% share placing and reverse takeover of Coral.

  • Jonathan Parry, Partner, White & Case

    Jonathan Parry Jonathan Parry is a London-based partner in the Capital Markets Group at White & Case. He has more than 16 years’ experience advising both corporates and investment banks on a wide range of equity capital markets transactions including IPOs, balance sheet fundraisings and equity issuances to fund M&A activity. Jonathan trained and qualified at Ashurst prior to joining White & Case. He is listed as a leading individual for UK ECM in the Legal 500 2016.

  • Ian Shackleton, Principal - Financial & Corporate, Bell Pottinger

    Ian Shackleton Ian is a Principal in the Financial and Corporate team at Bell Pottinger where he provides advice and insight on communicating financial strategy to both the sell-side and media. After qualifying as a Chartered Accountant, Ian spent nearly 30 years as a sell-side analyst working in several banks where he was consistently voted top 3 in the beverages sector. Prior to joining Bell Pottinger, Ian was a Managing Director at Nomura and, before that, he held senior roles at Lehman Brothers, Credit Suisse, HSBC (James Capel) where he had 2 years as Head of Research.

12:15

A New World Order: Regulatory change, part 2 – How IR may be affected and how to respond

With recent regulatory changes, from MAR to MiFID II, and the end of formal quarterly reporting, having an impact on IR, this follow-up session will consider other IR stakeholders’ views and responses. The session will consider the market view of IR, including the buy-side’s use of in-house corporate access to independent research and what is happening on the sell-side. Following on from the first session that sets the scene by discussing what change is happening, this session considers the impact of regulatory change on other stakeholders, their response and how this may affect their relationship with IROs.

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

    Richard Davies is Managing Director of Richard Davies Investor Relations Limited (“RD:IR”), the leading UK independent IR consultancy, acting for over 600 UK and international companies and their advisors, offering: share register analysis, IR CRM, targeting, access services, proxy solicitation, investor perception studies and financial market research. Richard was Chairman of the UK Investor Relations Society from 2009 to 2011 and Deputy Chairman for five years before that. Richard has contributed greatly to the development of the Society’s policy, education, events & networking functions as well as promoting the Society in the City and internationally. Richard sits on the Society’s Policy and Events Committees. A member of the IR Society’s Examination Board, Richard helped set up the Society’s Certificate in Investor Relations. Richard is also a member of the All Party Parliamentary Corporate Governance Group, the Chartered Institute of Public Relations and the International Corporate Governance Network. Richard sits on the Advisory Board of Governance magazine. ‎

  • Sarah John, Director - Investor Relations, SSP Group

    Sarah John Sarah's photo & bio to follow

  • Matthew Hall, Managing Director, Corporate Broking, Deutsche Bank

    Matthew Hall Matt Hall is Co Head of Corporate Broking at Deutsche Bank, having joined in 2010 from Credit Suisse where he worked in both equities and Corporate Broking. At Deutsche Bank, Matt’s clients include Barratt Developments, British American Tobacco, Dixons Carphone, Greene King, IAG, Inchcape, Reckitt Benckiser and Stagecoach Matt's recent transactions include advising BAT on its offer for Reynolds America, the merger of Carphone Warehouse and Dixons, IAG's acquisition of Aer Lingus and equity placings in Ladbrokes, Essentra and CWC

  • Christopher Hogbin, Director of European and Asian Research, AB Bernstein

    Christopher Hogbin Chris Hogbin is the Director of European and Asian Research at AB Bernstein. Chris joined Bernstein in 2005 as a Senior Research Analyst covering European Food Retail. He was first named to Institutional Investors' All Europe Research team in 2010 and in both 2011 and 2012 was ranked as the #1 analyst in his sector. Previously, he was a Manager at the Boston Consulting Group, where he worked in London, San Francisco, and Shanghai, serving retailers across a variety of formats to develop strategy and improve operations. Chris earned an MBA with Distinction from Harvard Business School and an MA in Economics from Cambridge University.

  • Mike Keenan, ‎IR Commercial Manager EMEA, Corporate Solutions, NASDAQ

    Mike Keenan Mike is IR Commercial Head, EMEA for Nasdaq Corporate Solutions. He has over 20 years of experience working with investor relations and corporate secretariat teams in various capacities. Prior to joining Nasdaq, he held various roles at Thomson Reuters, Computershare and the ICSA.

  • Hugo Sanders, Head of Corporate Access, Norges

    Hugo Sanders Hugo Sanders is currently Head of Corporate Access at Norges Bank Investment Management. He joined NBIM in August 2013. Previously he worked for 2 years at Barclays Capital within their corporate access team and at J.P.Morgan for 7 years working within depositary receipts and trading. He has a Master Degree in Business Economics from the University of Edinburgh.

12.45

Lunch

14.00

An interview with the C-suite

The relationship between an IRO and the company’s CFO/C-suite is a vital one, whether or not this is a direct reporting line. During this informal discussion, experienced CFOs will share their views on what’s changing and the importance of IR. How can a company co-ordinate its efforts more effectively and get the best out of its investor communications to address issues the company and IR face?

  • 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).

  • Richard Snow, Acting Chief Financial Officer, Ladbrokes

    Richard Snow Richard joined Ladbrokes in February 2013 as Director of Investor Relations Director and was appointed Acting CFO on 1st January 2016 until the merger with Coral completed in November 2016. After assisting with aspects of the integration and year end audit, Richard left Ladbrokes in April 2017. Richard qualified as a Chartered Accountant with Arthur Andersen. He has 27 years of finance experience with 13 years in investment banking advisory at Merrill Lynch, Goldman Sachs and Nomura, where he worked across a wide range of sectors and 5 years at Vodafone, first as Director of Mergers and Acquisitions and then as Director of Investor Relations. He has a masters degree in Natural Sciences from Trinity College, Cambridge. Richard is a keen swimmer and cycling. His sporting hero is the Canadian athlete Stephanie Dixon, one of the most decorated paralympian swimmers of all time.

  • Gerbrand Nijman, Chief Financial Officer, Global Telecom Holding

    Gerbrand Nijman Gerbrand has a long standing career in Finance and in Investor Relations and is a Chartered Accountant. He started here in London at Touche Ross back in 1988 and has worked in various financial management roles in Unilever until 1996 when he was appointed CFO of the VERDER Group (a family owned, international B2B company). Two years later he started at KPN International as senior business controller, soon promoted to be CFO of KPN-I. At KPN he also has been CFO of the Wholesale Business, till he was promoted to Head of IR in November 2001. Thereafter he joined Celtel to prepare this mobile operator in Sub-Sahara Africa for a listing in London and Johannesburg. In 2005 he joined ING as specialist equity sales in WE and EM telecoms. In March 2007 he started at AEGON (Life Insurance) as Head of IR and he joined in 2011 the international mobile operator VimpelCom. Mid 2015 Gerbrand was appointed as CFO of Global Telecom Holding, with operations in Pakistan, Algeria and Bangladesh and almost 100 million mobile customers.

  • Angus Cockburn, Group Chief Financial Officer, Serco

    Angus Cockburn Angus joined Serco on 27 October 2014 as Chief Financial Officer. Angus joined Serco from Aggreko plc, the FTSE-100 temporary power business, where he served 14 years as Chief Financial Officer and latterly, Interim Chief Executive. Angus brings corporate finance and accounting experience, gained across a variety of sectors whilst working for highly competitive global companies. During his tenure at Aggreko he drove through a programme of continuous improvement within the finance function. Prior to Aggreko, Angus spent three years as Managing Director of Pringle of Scotland, a division of Dawson International Plc; five years at PepsiCo Inc in a number of senior finance positions, including Regional Finance Director for Central Europe; and several years at KPMG working in the UK and USA. Angus is also an experienced Non-executive Director, currently serving on the Board of GKN Plc.

14.45

Break-out sessions: IR in Practice

Session 3: Challenging Remuneration - the battle to align performance and pay

While the media suggests total pay for the FTSE 100 Chief Executives has quadrupled over the past 18 years, repeated efforts by shareholders to control spiralling remuneration awards appear to have failed. The changing political climate and proposed UK corporate governance reforms cannot be ignored as shareholders continue to question excessive remuneration. With increased pressure on UK boards to provide greater transparency and align corporate pay, how can companies act in the best interests of all stakeholders? This session will consider how companies are responding to government proposals around the corporate pay structure and what shareholders are looking for to achieve long-term value creation.

  • Moderator: Douglas Radcliffe, 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.

  • Andrew Ninian, Director, Corporate Governance and Engagement, The Investment Association

    Andrew Ninian Andrew is responsible for representing The Investment Association members interests as institutional investors on corporate governance and engagement matters. He has oversight of The Investment Association's Institutional Voting Information Service (IVIS), corporate governance policy development and company consultations or collective engagement with the companies in which Investment Association members invest. Andrew joined The Investment Association in June 2014, through merger of the Investment Affairs division of the ABI with the IMA. He joined the ABI in 2005 as a Corporate Governance Analyst and was promoted to Head of IVIS in October 2011 and Head of Corporate Governance in January 2012. Before joining the ABI, Andrew was a Socially Responsible Investment analyst at HSBC, having joined HSBC's graduate scheme in 2001 after reading Economics at the University of Bath.

  • Paul Lee, Head of Corporate Governance - Stewardship, Aberdeen Asset Management PLC

    Paul Lee Paul Lee is Head of Corporate Governance at Aberdeen Asset Management and is responsible for global stewardship activities – engagement and dialogue with the boards of companies in which the firm invests. Paul joined Aberdeen at the start of 2015 from the National Association of Pension Funds (NAPF) where he was Head of Investment Affairs, leading the association’s work on all investment matters relevant to pension schemes. Previously, Paul worked for more than a dozen years at Hermes Fund Managers and helped create its Equity Ownership Services unit, taking a leading role in stewardship matters and also having responsibility for policy issues around investment. Among various industry roles, he is a member of the IASB’s Capital Markets Advisory Committee and of the Corporate Governance Advisory Council of the Council of Institutional Investors in the US. He was a member of the Auditing Practices Board (subsequently the Audit & Assurance Council) of the FRC for seven years and of the Enhanced Disclosure Task Force fostered by the Financial Stability Board. A lawyer by training, Paul spent nearly a decade as a journalist, at Euromoney and the Economist Group.

  • Celia Baxter, Non Executive Director and Remuneration Chair Committee, Senior plc and Non Executive Director, Bekaert SA

    Celia Baxter Celia has over 30 years of commercial, international HR experience. She stepped down in 2016 after 13 years as Director of Group HR, Bunzl plc. Previously, she had similar positions for Hays plc, Enterprise Oil Plc and Tate & Lyle Plc. Her early HR career was with Ford Motor Company and KPMG. Celia joined the Senior plc Board as a non-executive director on 2 September 2013 and became Chair of the Remuneration Committee in December 2013 and is also a member of the Audit Committee and Nominations Committee. She joined the Board of Bekaert SA as in May 2016 as an independent director and is a member of the Nomination and Remuneration Committee. Celia has a BSc (Hons) Botany, is a Doctor of Philosophy (PhD) and a Member of Chartered Institute of Personnel & Development.

Session 4: The imperative of responsible investing

Environmental, social and governance (ESG) issues – ranging from climate change to diversity and board effectiveness – have real and quantifiable financial impact – immediately and for the long-term. This requires both investors and companies to take a broader long-term view, acknowledging the full spectrum of risks and opportunities facing them, in order to allocate capital in a manner that is aligned with the interests of their stakeholders. Companies that fail to respond to these issues and communicate their exposures and performance will increasingly be punished by investors while those that develop effective practices and communications can attract engaged, supportive, long-term investors. As the stakes rise, investor relations teams are taking control of and actively managing a process that was traditionally seen as the preserve of CSR or Sustainability managers. This session will outline the direction of Sustainable and Responsible Investing and describe how companies can adapt to and report on their response to rapidly-changing environmental and social agenda. Speakers will deliver both a strategic overview of the development and also practical insights on how best IROs can respond to increasing investor interest in this area.

  • Moderator: Mike Tyrrell, Editor, SRI-CONNECT

    Moderator: Mike Tyrrell I have been a sustainable investment analyst for the past 18 years initially at Jupiter Asset Management and then at HSBC Global Equities where I established the first SRI research capacity on the ‘sell-side’ and, most recently, at Citi Investment Research. I am a firm believer that rigorous investment analysis of environmental, social, economic and financial themes conducted by intelligent individuals and informed by active and constructive dialogue with companies and independent experts can and does lead to better investment outcomes and a more sustainable society. I launched www.sri-connect.com in 2011 to facilitate the flow of information, analysis and ideas between companies, research providers and investors. The site is an online global marketplace for SRI & corporate governance research and a meeting point for companies, investors and their respective advisors. It provides practical research resources and communications channels to accelerate the inclusion of sustainability and corporate governance factors in 'mainstream' analysis & investment. I get excited by challenging people with ‘crunchy’ ideas. I love the way that social media technology empowers individuals, enables direct communication, debunks received ‘wisdom’ and cuts though inefficient process. I hate anything or anyone that makes life more complicated or expensive than it already is.

  • Christine Chow, Associate Director, Hermes Investment Management

    Christine Chow Dr Christine Chow has 20 years of experience in portfolio management, research and investment consulting. Christine's PhD thesis on shareholder engagement for responsible investment was short-listed for a United Nations award in Sweden for industry relevance and academic excellence. She covers Asia ex Japan, and is the theme lead on human and labour rights and pollution and waste management issues in corporate engagement. Christine is an elected member of the Court of Governors of the London School of Economics (LSE) and a member of the School’s Investment Sub-Committee. She was also an adjunct professor in the Department of Finance at the Hong Kong University of Science and Technology, responsible for putting together and teaching the first tri-sector (government, private family office and university) MBA elective course on social innovation and impact investment. She was a member of the Greater China Committee of the Hong Kong Retirement Funds Association (2014-2016) and a visiting scholar at the University of St Andrews in Scotland (2012 – 2013). Christine has worked at a number of multinational corporations such as Merrill Lynch, Schroders and Hewitt. In the 1990s, she was responsible for establishing strategic partnerships in fund management for the Schroders Group, especially in Mainland China. Christine is a graduate of the London School of Economics and the University of Melbourne. She also completed an executive education course on financial engineering at Stanford University.

  • Joanna Gluzman-Laukkanen, Director of Analyst Relations & SRI engagement, BT Group

    Joanna Gluzman-Laukkanen Joanna leads & owns BT’s relationships with Industry Analysts, Consultants and Socially Responsible Investors worldwide. She has been holding senior positions in the industry for over 20 years and has vast experience in all aspect of telecommunications technology, strategy and business development. She is passionate about the role purposeful businesses can play in promoting a better, healthier society through the use of ICT. She lead on all engagements with SRI and ESG analysts, investors and rating agencies.

  • Katie Gordon, Director of Responsible Investment and Stewardship, CCLA

    Katie Gordon Katie Gordon is director of responsible investment and stewardship for all funds and clients of CCLA. She is currently leading: client-driven public health engagement programmes (alcohol and nutrition). Prior to joining CCLA, Katie was head of SRI at Cazenove Capital Management for 12 years. Previous board positions include 6 years as a trustee of Durrell Wildlife Conservation Trust; and 7 years as a board member of UK Sustainable Investment and Finance (UKSIF). Katie was a founder director of Swordfish, a brand strategy consultancy. Katie is also a non-executive director of Thrive Renewables and is the independent member of the Investment Committee of Durrell Wildlife Conservation Trust

  • Carole Crozat, Head of SRI Research, Exane BNP Paribas

    Carole Crozat Carole Crozat is Head of Responsible Investments Research at Exane BNP Paribas. Carole has in the past 13 years explored Sustainable and Responsible Investments from the rating agency (Vigeo), asset management (Allianz Global Investors) and sell-side research points of view. She joined in 2017 after 6 years at SocGen CIB. She was ranked No.1 SRI Research individual in 2015 and 2016 Extel Europe surveys.

15.45

Afternoon break

16.15

All Change! The impact on the buy-side and what this means for IR

Details to follow

  • 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).

  • Daniel Godfrey, Co-Founder, The People’s Trust

    Daniel Godfrey Daniel Godfrey has spent over thirty years working in investment management as a communications professional and CEO. Most recently he led the Investment Association, the trade body for the UK’s £6 trillion asset management industry. He’s was a former NED of The Investor Forum, a community interest company he founded to promote long-termism among asset managers, asset owners and companies, Digital Moneybox, a new fintech app that enables people to round-up their digital spare change into an ISA and Big Issue Invest Fund Management, the social impact investment arm of the Big Issue. He is also a Co-Founder of The People’s Trust, a new long-term mutual investment company, which is has crowdsourced its start-up costs, securing over 2,000 Founders in four weeks.

  • Andy Griffiths, Executive Director, The Investor Forum

    Andy Griffiths Andy has 20 years of investment experience as a top rated research analyst and investment professional gained at Capital Group and Prudential M&G. He has consistently been ranked among the leading equity investors in Europe over the last two decades. Andy is a Fulbright Commissioner, a trustee of the Ministry of Entrepreneurship and has a number of roles in the social enterprise arena.

  • Mark Wharrier, Managing Director and Portfolio Manager, Blackrock

    Mark Wharrier Mark Wharrier, Managing Director and portfolio manager, is a member of BlackRock's UK Equity team in the Fundamental Equity division of BlackRock's Active Equity Group and is responsible for the UK equity income funds. Mark joined BlackRock in September 2013 from NewSmith Asset Management, where he was a portfolio manager managing UK equity pension funds. His career began in 1994 when he joined Mercury Asset Management, which subsequently became MLIM. At MLIM, he focused on managing portfolios for UK Specialist equity institutional clients. Mark earned a BA (Hons) in Economics, History and Management from the University of Durham in 1994.

  • Faris Rahman, Senior Research Analyst, Fidelity Investments

    Faris Rahman Faris Rahman is a Senior Research Analyst in the U.K. office at Fidelity Management & Research (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Faris joined Fidelity in 2012 and during his time he has been responsible for covering companies within the Consumer and TMT sectors across both developed and emerging markets. Prior to Fidelity, Faris began his career in investment banking at Morgan Stanley after which he specialised in private equity at Hellman & Friedman and J.W. Childs. Faris graduated with honors from Dartmouth College in 2004 and obtained his MBA from Wharton Business School in 2012.

17:00

An exclusive interview with Anne Richards

  • 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).

  • Anne Richards, Chief Executive, M&G Investments

    Anne Richards Anne was appointed Chief Executive of M&G Investments and executive director of Prudential plc in June 2016. Prior to this, Anne was Global Chief Investment Officer and Head of the EMEA region for Aberdeen Asset Management, a U.K. FTSE 100 listed company. Before joining Aberdeen in 2003 Anne was joint Managing Director and Chief Investment Officer of Edinburgh Fund Managers, a boutique investment company also listed on the UK stock exchange. Her investment career as a fund manager and analyst has spanned 24 years and included time with Mercury Asset Management, later MLIM, J P Morgan Investment Management and Alliance Capital. Before moving into investment management, Anne spent six years working as an engineer, including a spell as a research scientist at CERN. Anne has a degree in Electronics and Electrical Engineering from the University of Edinburgh and an MBA from INSEAD. Anne is also on the Board of Leaders of 2020 Women on Boards, a US organisation which aims to increase the proportion of women on corporate boards. From 2012 until February 2016, Anne was a non-executive director of Esure Group plc.

17:30

Closing remarks from Evan Davis

  • Evan Davis, journalist and broadcaster

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

17.35

Evening reception

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

#IRConf2017

26 May

Alexandre Bykov
@alexandrebykov

Would you like to be a part of #evolvingIR community? Join #IRconf2017 irsocietyconference.org.uk | via @IRSocietyUK

25 May

IR Society
@IRSocietyUK

IR Society Conference - 3 weeks to go and tickets are selling fast! ow.ly/zhfn30c2wXy #IRConf2017 pic.twitter.com/jM5S2o4lDA

23 May

IR Society
@IRSocietyUK

Our conference opens with discussion on issues around data, the media, politics and a post-truth world #IRConf2017 twitter.com/IpsosReputatio…

23 May

IR Society
@IRSocietyUK

5 reasons why you should be at the @IRSocietyUK Annual Conference on June 20 ow.ly/p0QW30bY6Sj #IRConf2017 #IR #IRchat

Lead sponsors

Exhibitors

Our 2017 conference sponsors, supporters and exhibitors

Conference supporters

Annual sponsors

Book now

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

Members Rate: £545 + VAT
Non-members Rate: £699 + VAT
Premium members: Conference tickets are included in your membership package

Please note if you are booking multiple tickets please use the Message field below to provide the names of the additional delegates

Please book me:

Total: Please enter number of tickets required
Please enter your name
Please enter your job title
Please enter your company details
Please enter your telephone number
Please enter your email
Ticket cost
VAT
Total
PayPal

All bookings must be paid for at the time of registration. Confirmation of your delegate place will only be made on receipt of payment. Cancellation: full refund subject to 5% administration charge 14 days prior to event date; no refund thereafter.