Best practice in IR

This discussion-based, half-day course explores ‘best practice IR’ and identifies the tools and techniques available to IROs to help them achieve this. It will help you to understand the practical aspects of running a good IR programme and will be invaluable to those who are new to the role, or those looking to improve the effectiveness of their current IR activity.

What will I gain?

  • An invaluable overview of shareholder targeting, investor days and site visits
  • A clear understanding of effective communication and disclosure obligations
  • Advice on managing relationships with shareholders, brokers and analysts
  • Hints and tips for planning roadshows, webcasts and the annual report

"Enjoyed the session. Discussion-based format is very useful and speakers were very knowledgeable and happy to answer questions. Good IR background and viewpoint from practitioners."

"Great set of speakers, covering a variety of aspects of IR."

"Very Interesting talks by well prepared expert speakers."

Course tutor: Lorraine Rees

Lorraine established IR-connect as a new investor relations consultancy in 2015. Prior to that she had been IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance and banking.

Guest speaker: Patrick Yau

Patrick Yau is Head of the Investor Relations function at Entertainment One, a global content production and distribution business. He joined in December 2013, bringing 20 years of sell-side analyst experience to the role. Immediately prior to joining Entertainment One, Patrick was a top-five ranked MidCap UK Media Analyst at Peel Hunt. Prior to that he worked as a Media and TMT analyst for a number of brokers, including Canaccord Adams, Bridgewell and Credit Suisse, where he was a member of the number one ranked TMT research team. Patrick holds an MSc. in Finance from UMIST and a BSc. In Human Sciences from London University.


  • The Role of the Investor Relations Practitioner
  • Engaging with Shareholders
  • Practical Tools and techniques
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Course level

IR Fundamentals


Central London

CPD points


Course dates

10 October 2018
9.00am to 1.00pm

  • IR Society members (£339 + VAT)
  • IR Society Premium members (course allowance included in membership package)
  • Non-members (£469 + VAT)
Book now

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