CEO - Georgeson Inc.
Chair of the Events Committee
Cas has been with Georgeson for over 12 years, bringing with him almost five years’ experience in international investor relations and shareholder identification. At Georgeson, he is responsible for Georgeson’s Northern European Proxy and Corporate Advisory business. Cas has a longstanding knowledge of Global proxy voting mechanics and key governance matters affecting issuers and shareholders globally. Having worked for several activists and against many more he has in-depth experience to support investors or issuers in complex, sensitive activist campaigns. Cas remains an ongoing advisor to the UK Department of Business, Innovations and Skills (Formerly the DTI) as well as the UK Takeover Panel and the London Stock Exchange on various corporate actions, and proxy related matters.
Cas graduated from SUNY Binghamton with a BA in History. He maintains membership in the ICGN and the ECGI, both governance related organisations that set the agenda for the global governance debate between issuers and shareholders. He has participated in various industry organisations including the Shareholder Voting Working Group in the UK and European Industry working committees on Target 2 Securities, Legal Certainty and the Working Group for Market Standards for General Meetings.
Managing Director - RD:IR
Deputy Chair of the Events committee
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.
Director - Deutsche Bank Depositary Receipts
Zafar has been in the Depositary Receipt industry for over fourteen years and is currently responsible for a global team at Deutsche Bank providing value-added services to corporate clients. He also spent four years at SG Warburg (now part of UBS) in London, providing investor relations advisory services to investment banking clients. Education: BA (Hons) Economics & Politics, University of Keele and MPhil Economic Development, University of Glasgow.
Investor Relations Manager - RBS
Sarah Lunn (née Bellamy) has been in the IR profession for over 11 years, 7 of which have been with RBS. Before moving to this in-house role, Sarah gained her experience on the service side of IR. In her first role she gained extensive knowledge of the City and roadshow coordination working with clients on their private client broker access. During this time Sarah gained the Certificate of IR qualification. She then spent time in corporate finance working in JPMorgan Cazenove’s IR team and project management at IR consultancy Imagination Investor Communications. Sarah has a degree in Engineering from Durham University and a Certificate of Higher Education in Astronomy from University College London.
Managing Director - Proxy Insight
Nick has 20 years’ experience building up and running investor relations and financial information businesses. He founded Proxy Insight with a colleague in 2013 providing comprehensive global proxy voting information to issuers, their advisors and asset owners. Previously Nick ran Capita’s Investor Relations business and before that Corporate Advisory Services (EMEA) for Thomson Reuters after the sale of the Citywatch business by Computershare in 2006.
Anna's bio and photo will follow shortly - please check back regularly
General Manager - The IR Society
John brings extensive international IR experience to his role at the Society having previously been Head of Investor Relations at the Singapore Exchange for 11 years. He was heavily involved in establishing the Investor Relations Professionals Association in Singapore in 2006.
John is a banker by training having started his career with Barclays Bank in the City of London before embarking on a number of corporate finance and equity capital markets roles in Asia and Europe with Barclays, ABN Amro Rothschild and BNP Paribas. He has a BA from Loughborough University, an MBA from Henley Business School and he created an IR course that he taught at the Singapore Management University from 2009 to 2012.
Head of Investor Analytics - Equiniti
Rob has 20 years’ experience of working in the city of London, where he has gained a wealth of share register analysis and investor relations experience. Rob joined Equiniti in 2011 from JP Morgan Cazenove, where he spent 13 years providing share register analysis and IR services to the FTSE 350 clients of the firm. Previously Rob served 16 years year’s in the Royal Navy, traveling the world serving his country and living his Top Gun dream. Rob has been a member of the IR Society for 6 years and is a very keen triathlete.
Corporate Access - Exane BNP Paribas
Jane is Corporate Access for the Consumer and Auto sectors at Exane BNP Paribas, having joined the company in 2011 after spending 11 years at Citigroup, working in both Equity Research and Corporate Access. After working as a Research Associate in Citi's top ranked Food Retail team, Jane moved to the New York sales desk to focus on European and Emerging Markets Corporate Access into the US and Canada. She then returned to the UK to join Citi’s London Corporate Access team. Jane has a PhD in Animal Behaviour from Bristol University.
Vice President, Strategic Corporate Access - Jefferies International
Cynthia has been working with issuer and buy-side communities for over ten years and is currently part of the Strategic Corporate Access team at Jefferies. She is responsible for driving and managing corporate access initiatives for European companies marketing in the UK, Europe and North America. Before joining the firm in 2013, she worked in the Events & Roadshow Marketing department at Barclays and prior that, in the Corporate Broking – Investor Relations team at JP Morgan Cazenove, providing advisory services and investor relations support to a broad range of companies across a number of sectors. Cynthia begun her career in the financial services industry as a sales assistant and roadshow coordinator after moving to London from Riga, Latvia.
Director, EMEA - D.F. King
Managing Director - Clare Williams Associates
Clare Williams has 22 years’ experience in the financial services industry including investment analysis, fund management, training and investment marketing at The Stock Exchange, WM Company, Scottish Widows and Abbey National plc.
Her background encompasses both client servicing, where she was the Director of Abbey National Asset Managers’ client servicing function, as well as investment analysis covering a variety of sectors in her role as fund manager/analyst across the Pan European equity market.
Founded CWA Ltd in 2004, specialising in investor relations and investment communication. Working across industrial and consumer sectors, CWA provide an independent and experienced fund manager’s perspective to UK and International public companies.
Post graduate qualifications include: UK SIP and member of the CFA institute. Member of the Investor Relations Society and contributing member of the Events committee.