Best practice in IR

This discussion-based half day course explores ‘best practice IR’ and looks at the most current tools and techniques available to IROs to help them achieve this. Discussion topics - as outlined below - include the role of the IRO and necessary skillset; shareholder targeting and working with advisers; and practical tools and techniques around activities such as roadshows, webcasts and annual reports.

What will I gain?

IROs who want to explore the practical aspects of running an IR programme and to further develop their experience of IR in practice, with view to materially improve the effectiveness of their current IR activity.

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: John Gollifer

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.

Course tutor: 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
The scope of IR
Key responsibilities of the IRO
The IRO skillset
Communicating with internal and external audiences
The IR programme and typical annual cycle
Managing relationships with shareholders, brokers and analysts
Disclosure obligations
Measuring the value of IR

Engaging with Shareholders
Share register analysis
Investor types
Roadshow programmes
Investor feedback
The role of the corporate broker

Practical Tools and techniques
Management roadshows
‘Investor Days’
Site visits
Investor conferences
Annual reports

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Course level

IR Fundamentals


Central London

CPD points


Course dates

19 October 2017
9.00am to 1.00pm

8 March 2018
9.00am to 1.00pm

10 October 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
  • IR Society members - outside UK (£319)
  • IR Society Premium members (course allowance included in membership package)
  • Non-members (£469 + VAT)
  • Non-members - outside UK (£469)
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What is Mifid II and how will it affect EU’s financial industry?… via @FT