National Australia Bank
Chair of the Examinations board
Managing Director - co-head Shareholder Engagement and Investor Advisory, Rothschild & Co
Alice has over 25 years’ experience advising companies and engaging with investors. She heads up Rothschild & Co’s Investor Advisory team which is focused on all aspects of investor engagement including activism, defense, governance and remuneration, transaction support for M&A situations, perception studies, equity messaging, ongoing equity marketing and shareholder targeting.
In the last 3 years, she has advised on some of the most high profile public and private UK listed activism situations. She has successfully helped Companies to prepare for and respond to challenges alongside sector bankers, providing integrated unconflicted support in an increasingly challenging environment.
Alice was previously number one ranked Head of UK and European Mid Cap Sales at Deutsche Bank and started her career in corporate broking at NatWest Markets/BT Alex Brown. She joined Scott Harris, an independent equity marketing boutique in 2013, which was acquired by Rothschild & Co, 4 years ago to create the Investor Advisory business. She is also a Trustee for the NMR Pension Fund.
As Creative Director, Simon leads clients and our in-house teams through the creative process balancing business aspirations and resources to crafting brand experiences that drive audience behaviours and positive outcomes. He’s worked with many companies during periods of change and disruption helping them to communicate with clarity during uncertain times. Simon believes that data and insight are key to not just delivering business success but are fundamental to creating engaging digital experiences. In building meaningful connections with corporate audiences, he aspires to not just meet the needs and expectations of audiences but create moments of delight. He works across the full spectrum of Investis engagements from corporate and B2B websites to employer branding and recruitment campaigns and has helped clients win a variety of industry awards. Simon has worked with a broad range of FTSE 100 and international clients including Anglo American, ASOS, BP, British Land, Estee Lauder Companies, Lowes, Puma, Prudential, Symrise and Rolls-Royce. Before joining Investis in 2006 Simon spent 6 years as a digital consultant for a boutique web development agency working on cutting-edge web solutions for BP and Microsoft.
Director, Makinson Cowell (US) Ltd
Bill is head of the US office of KPMG Makinson Cowell, a global investor relations consultancy that was acquired by KPMG’s UK member firm in 2013. He has over 25 years’ experience advising US, European and Asian clients on their relations with institutional fund managers and their positioning in the global capital markets. He presents regularly to company CEOs, CFOs, and boards of directors the results of research on how the capital markets view the company’s strategy, finances, operations, capital allocation, disclosure and quality of management.
Bill has led the firm’s advisory on investor activism since 2004. In addition to advising clients during activist engagements, he has been a featured speaker on activism trends at numerous forums of corporates, IR societies and independent directors.
Bill was founder and President of the New York-based international investor relations advisory business Broadgate Consultants in 1987 that in 2001 merged with Makinson Cowell. Previously, he had 13 years’ experience on the corporate side with International Paper in a variety of assignments in M&A, strategic planning, and international line management. Bill received a Master of Business Administration in finance from New York University.
Corporate Development & Investor Relations at Kenmare Resources Plc
Jeremy Dibb joined Kenmare in June 2014. He previously covered the mining sector as an equity research analyst at Macquarie and Canaccord Genuity, where he was a Director in the Metals and Mining Research team. Prior to this he worked at Cazenove Capital and Fidelity. Jeremy holds an MBA from the Saïd Business School at the University of Oxford and a BA (Hons) from the University of Nottingham. Jeremy has also been a CFA® charterholder since 2011.
Investor Relations Partner, Q4 Inc.
John Nunziati is an Investor Relations Partner at Q4. He has spent much of his career in Investor Relations and also has broad financial and operational experience at a number of Silicon Valley technology firms. Most recently, he managed Corporate Relationships at IEX, the Investors Exchange. He is active in NIRI and currently serves on the board of directors for the Virtual chapter as President-Elect.
CEO - CorpAxe
Mark Pellegrino is the Chief Executive Officer of CorpAxe, the industry leader in corporate access and resource management solutions for the investment community. He is responsible for the strategic vision of CorpAxe as well as the day-to-day operations of the company.
Prior to CorpAxe, Mark served as the Head of Market Solutions at Balyasny Asset Management where he oversaw broker relations, the firm’s corporate relationships, and its response to MiFID II. He integrated the sourcing of broker content, corporate access, and alternative data into one team to help the firm source, value, and pay for content critical to the investment teams. Prior to Balyasny, Mark spent over 10 years in corporate access, most recently as Head of Corporate Access at UBS Securities, where he built extensive relationships within the corporate investor relations community, and at Deutsche Bank prior to that.
Mark currently lives in New York where CorpAxe is headquartered and is a graduate of Princeton University.
Head of IR, Mediclinic
James Arnold has 14 years’ experience working as in-house investor relations across an array of FTSE sectors – healthcare, oil and gas and telecommunications. For the past 4 years he’s been Head of Investor Relations at Mediclinic International, the FTSE250 primary listed private healthcare services group, established in South Africa in 1983 (dual listed on the JSE), with divisions in Switzerland, Southern Africa (South Africa and Namibia) and the United Arab Emirates. Prior to this, his investor relations experience comprised of 8 years at Tullow Oil and 2 years at BT Group. James is a qualified Management Accountant having spent his initial career in various finance roles across BT Group.
Head of Corporate Access, Norges Bank Investment Management
Ed Young is Head of Corporate Access at Norges Bank Investment Management. He joined NBIM in July 2017 after 10 years on the sell-side in Equity Capital Markets and Advisory roles at both Barclays and RBS. Ed has a Bachelor’s Degree in Modern Languages from the University of Bristol.
Thomas Kudsk Larsen
Head of Investor Relations, AstraZeneca
Thomas Kudsk Larsen is Head of Investor Relations (IR) at AstraZenenca since 1 October 2014. Thomas leads the IR Team consisting of currently 8 people and is responsible for investor and analyst interactions. Thomas joined AstraZeneca from Roche where he was Head of Investor Relations North America since 2005 and Vice President, Roche Holdings, Inc. based at Genentech, Inc. in South San Francisco, USA.
From 2004-2005, Thomas was Manager of Stakeholder Communications, Novozymes North America, North Carolina, USA and from 2001-2004 Manager, Investor Relations, Novozymes, a Danish industrial biotech company. From 2000-2001, Thomas was Financial analyst, Novo Nordisk Pharma, Tokyo, Japan and 1995-2000 worked in various Finance positions at Novo Nordisk, Denmark.
Thomas holds HD Finance from Copenhagen Business School and is a Danish citizen. Thomas lives in Trumpington, Cambridge, UK with a family; wife and two daughters.
Director of IR, Capita
Stuart joined Capita in September 2019 from easyJet, where he held a similar role. Prior to that, he held senior investor relations roles at RAC, National Express and Eurofins Scientific. Stuart holds a degree in Law and Accounting from the University of Manchester. He qualified as a chartered accountant in 2000
SVP, Investor & Media Relations, Pearson
Jo Russell joined Pearson in 2017 as SVP, Investor & Media Relations. Jo is a graduate of Edinburgh University, where she received a BSC Honours Degree in Physics with Maths.
After graduation she spent two years in the Royal Air Force gaining experience as a pilot and competing in the Tall Ships Race. In 1997 Jo moved into Investment Banking where she spent thirteen years working as an equity and primary analyst culminating her career as one of two female Managing Directors at JPMCazenove in 2008. During this time she also ran a female mentoring group within the Bank to promote women in finance.
Jo moved into Investor Relations in 2010 starting her IR career at Mothercare before moving to Whitbread plc in 2011. Here she re-shaped the corporate communications strategy, diversified the shareholder base to a more global weighting, delivered four Capital Market Days and championed the Women in Whitbread forum to increase the diversity across the business growing to 100 members in three years.
Richard joined the company in 2002, initially as an analyst for the UK mid- and small cap team before assuming full portfolio management of the Merian UK Mid Cap Fund in 2009. The Merian Chrysalis Investment Company Limited was listed on the London Stock Exchange in October 2018, with Richard as co-manager. He joined Merian from Orbis Investment Advisory where he spent two years as an equity analyst, before which he was a senior associate in the investment management division of PriceWaterhouseCoopers. Richard has a degree in mathematical sciences from the University of Oxford, is IIMR qualified and is a CFA charterholder.
Clara founded Equitory in 2016 as a consultancy specialised in providing outsourced investor relations services. Equitory is now a large team of former senior in-house IR professionals, with a growing client base covering highly regarded UK and international companies. Prior to her consultancy work, Clara was Head of Investor Relations at ITV plc, a FTSE 100 commercial broadcaster, having previously worked in Investor Relations at Close Brothers Group plc, a FTSE 250 Financial Services Group. Clara is a Chartered Accountant and began her career at PricewaterhouseCoopers before moving into Corporate Broking for RBS Hoare Govett.
Head of UK Primary Markets, Head of Aim, London Stock Exchange
Marcus Stuttard is Head of AIM and has responsibility for Primary Markets in the UK across both AIM and the Main Market. He is responsible for the management and development of AIM, London Stock Exchange’s international growth market for small and medium sized enterprises.
He is a regular speaker on growth and business funding issues and sits on a number of industry and policy advisory bodies and has played a leading role in key policy changes such as making AIM shares eligible for inclusion in ISAs, the abolition of stamp duty on the trading of shares admitted to Recognised Growth Markets such as AIM and the approval of AIM as the leading European SME Growth Market, a categorisation created in MiFID II
Previously at JP Morgan Cazenove where he ran the UK Midcap Equities business for 10 years before moving into UK Investment Banking to co-run the Corporate Broking team in 2016. Prior to this, James worked at Numis Securities and Dresdner Kleinwort Benson.
Head of Issuer Services, London Stock Exchange Group
Bio to follow
IR Manager, National Grid
Caroline has worked in Investor Relations since 2012. Prior to this she held various corporate communications roles at National Grid, Balfour Beatty and Network Rail.
She is particularly interested in ways to improve global investor targeting and access, often though better use of technology.
Founder & Managing Director, ingage IR
Michael founded ingage in 2013. ingage supplies state-of-the-art Investor Relations (IR) software systems to corporate issuers and institutional investors in the UK, Germany, the Netherlands, Ireland, the US, the UAE and Australia.
Building on traditional IR CRM, the ingage platform links corporates and investors together directly and provides unique functionality in areas such as: confidential direct feedback; corporate access; targeting; Email distribution; Board reporting; mobility and on/off-line functionality. The platform was specifically designed and architected for the cloud era and the latest IT security standards, as well as new regulatory requirements such as the UK 2020 Stewardship Code, GDPR, MiFID II and MAR. Prior to ingage Michael spent 18 years in the capital markets: 10 years as a portfolio manager and buy-side analyst at firms including Polar Capital, Sloane Robinson and Trinity Street Asset Management; and 8 years on the sell-side at Cazenove & Co where he was a partner in institutional equity sales.
Thomas is Project Director of the Financial Reporting Council’s Financial Reporting Lab. The Lab brings together Companies and Investors to think about how to improve corporate reporting. Thomas has been in the Lab since 2013 and leads the Labs’ work on the digital future; looking at how the use of technology such as XBRL, Blockchain, AI and Augmented reality will impact corporate reporting. Before joining the Lab, Thomas worked in the Corporate Reporting team at a listed insurance company. Before his stint in industry, Thomas worked as an auditor for ten years in the UK and the US
Hannah Boore, Senior Manager – Corporate Reporting, Investor Relations, Lloyds Banking Group
Hannah joined Lloyds Banking Group in 2008, and re-joined Investor Relations in June 2018 to manage the Group’s corporate reporting. A large part of her role is to manage and deliver the annual report and accounts project (Annual Report and associated documents), which includes liaising with designers, typesetters and printers externally, and internally bringing together the many departments that submit content, as well managing the budget and related website content.
Prior to joining Investor Relations, Hannah held a variety of roles across the Group including Finance Business Partner for Commercial Banking and Group Operations and most recently Group Internal Audit. Her experience has provided her with a well-developed financial background combined with valuable experience in establishing and maintaining strong relationships with internal and external stakeholders. Prior to joining the Group, Hannah worked at Sumitomo Mitsubishi and Aviva.
Director, EMEA Sales and Product Development, lnstitutional lnvestor
Amani Korayeim is the Director, All-EMEA – II Research. She oversees key client relationships, strategic partnerships and the launch of new research products as well as the expansion into new markets. She works closely with IR and executive management teams, running capability assessment workshops to help inform and drive IR outreach strategies. Before joining lnstitutional lnvestor, Amani worked in the business information sector providing research based advisory services to professional services companies on global mandates. She has spent the last 9 years in the IR space and speaks regularly at IR events focused on global trends in IR, outreach optimisation and the impact of new regulations. Amani obtained the Certificate of Investor Relations (CIR) from the UKIRS and graduated from the University of London with a BSc in Economics & Politics
Bio and photo to follow
Investor Relations Partner, Q4
Karen is an Investor Relations Partner at Q4, working closely with clients as an advisor. Bringing close to 30 years of experience as a senior executive overseeing investor relations and marketing communications for large to small cap and newly public companies, Karen has managed organizations through a wide range of hurdles, milestones and challenges. Karen’s career in Investor Relations includes time at CIGNA Insurance, Safeguard Scientifics, Internet Capital Group (rebranded to Actua), and Hamilton Lane.
Karen has demonstrated success in targeting and transforming the investor base of publicly traded companies, helping them gain a broader, more aligned following. She has also led IR teams through the IPO process, helping them establish IR plans, budgets and workflow required as a public company. Additionally, Karen brings first-hand knowledge and best practices for how to successfully navigate through a wide range of investor relations issues such as missed earnings guidance, M&A, activist activity, restructurings, strategic shifts, rebrands and corporate governance.
Amy Wilson is a senior engager at Hermes EOS, a dedicated stewardship team that represents investors from 12 countries, including pension funds, sovereign wealth funds, wealth managers and asset managers, with assets under advice of £634 / €717 / $781 billion (as at 30 September 2019). We believe more active ownership by investors is essential to build a global financial system that delivers improved long-term returns on investment as well as better, more sustainable outcomes for society, in the interests of ultimate beneficiaries. Amy engages with companies in the UK and US, focusing on the consumer goods and retail sectors, on topics spanning governance, social and environmental factors. She also oversees the development of Hermes EOS' global governance guidelines and policies. She has over 10 years’ industry experience, beginning her career in consultancy before holding a number of positions at Sainsbury’s and Bupa, where she was group head of corporate responsibility and sustainability. She holds a degree in Social and Political Sciences from the University of Cambridge.
Ellie Tinto is Head of the Corporate Access Team for BlackRock EMEA and a member of the Global Capital Markets team within BlackRock's Global Trading Group.
Ellie has 16 years’ experience of working in corporate access, beginning with her role as an originator at Société Générale in London where she also ran the UK roadshow and conference desk. She joined Sanofi Investor Relations team in 2010 where she was tasked with driving European and US investor engagement through targeting and strategic outreach.
Prior to joining BlackRock in 2018, Ellie took a sabbatical in Tanzania working for ‘Pikilily’, a social enterprise focusing on women’s health in rural areas. She also worked as a consultant for Comic Relief, conceiving and executing ‘Step Up’; a corporate workplace fundraising initiative for Sport Relief 2018.
Louise is involved with integrating ESG across Aviva Investors, with a particular focus on the liquid asset classes. Louise provides ESG sector coverage for the TMT industry globally and leads Aviva Investors’ thematic work on diversity. Louise is also responsible for the team’s corporate engagement and voting activities for European companies, where she works closely with fund managers and analysts across investment desks.
Louise previously worked at Sycomore Asset Management and BNP Paribas Wealth Management. Louise holds a Masters’ degree from Sciences Po Paris in Economics & Business.
Michael Henson is an independent consultant with almost almost two decades of experience as an advisor to companies managing shareholder activism, hostile M&A, and challenging governance issues.
Having worked with companies in the US, UK, Continental Europe, and Asia as they engaged with a range of active investors, he is among the most seasoned IR and financial communications advisors on activism related matters in the UK. His publicly disclosed clients have included Rolls Royce (ValueAct), Safran (TCI), Merlin Entertainments (ValueAct), Bank of New York Mellon (Trian & Marcato), Hess (Elliott & Relational), MSCI (ValueAct), Actelion (Elliott), IHI Corp. (Third Point), Samsung C&T (Elliott), Air Products (Pershing Square), McGraw Hill (Jana), Chesapeake Energy (Icahn & Southeastern), among others. He has also counselled many prominent corporate boards and management teams on activist self-diagnosis and prevention.
Michael is a published author on governance matters and has been widely quoted about shareholder activism in publications such as Financial Times, The Wall Street Journal, Sunday Times, Activist Insight, and Activist Monitor. He was previously founding partner at Statera Partners, a corporate governance and investor relations consultancy. Prior to founding Statera, he was a Partner, co-head of London, and Member of the Executive Committee at Sard Verbinnen & Co., a financial communications firm.
Nick de Bunsen
Nick is a Director at Teneo and is an Investor Relations specialist in the firm’s Financial Communications practice in London. He advises Boards and IR teams across all industry sectors on all aspects of their routine and event-driven interactions with the investment community, and leads Teneo’s Investor Audit offering. He previously spent over a decade in IR advisory at KPMG Makinson Cowell, having started his career in the late 1990s in the Equity Capital Markets division of Dresdner Kleinwort Wasserstein.
Anthony joined the Georgeson corporate advisory team in 2016 and is currently Head of the Nordic region. He has worked on a number of large-cap M&A transactions including Takeda/Shire and Linde/Praxair, as well as several activism and proxy contest situations in Europe. Prior to Georgeson, Anthony spent 10 years at Loeb Aron & Co, a corporate finance boutique, where he was responsible for a broad range of advisory mandates including capital raising, debt-for-equity, new admissions and proxy contests.
CEO & Co-founder, Hotel Chocolat Group
Angus' bio and photo to follow
CFO, Boohoo Group
Neil's bio and photo to follow
Clara's bio and photo to follow
Head of Growth, Emperor
Jenni's bio and photo to follow
Partner, Alma PR
Josh has worked in financial communications for over 20 years and has focused on the small to mid cap segment of the markets for the last decade. From 2005 he helped to grow Threadneedle Communications to become the largest PR provider to AiM companies in just 5 years and was instrumental in growing its expertise in the TMT sector. Prior to that he advised a range of FTSE 100 and FTSE 250 clients at Ludgate Communications and then Square Mile. Josh has advised companies of all sizes through a vast range of situations, including IPO’s, Crisis Communications, M&A, employee and stakeholder communications and day to day financial calendar planning.
Corporate Access EMEA
Harriet joined Jefferies in 2014 from Raymond James, where she assisted a team of 26 on the Sales and Trading floor, and arranged roadshows and small conferences in the UK and Europe. She now organizes global roadshows and events taking place in EMEA. Harriet has over 9 years of industry experience.
Corporate Access, Investor Relations
Leanne joined Lloyds Banking Group in 2013 and the Investor Relations team in June 2017.
Prior to joining the IR team, she held roles in various areas of the Group; Retail, Sourcing, Risk and HR where she specialised in business management and internal communications.
Leanne holds a degree in Economics, Finance & Banking from the University of Portsmouth.
Corporate Access Associate
Clare-Marie is a Corporate Access Associate in the London office at Fidelity Investments, 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 26 million individuals, institutions, and financial intermediaries. In this role Clare-Marie is responsible for connecting the Investment Professionals to the Investor Relations and Management teams of the companies that Fidelity invest in already or are looking to invest in, and maintaining relationships with those teams thereafter.
Prior to joining Fidelity Investments in 2014, Clare-Marie worked on the sell side in Asia for CLSA as part of the Event Marketing team providing the same interactions between Corporate representatives and buy side Investment Professionals.
Miss Hill earned her Bachelor of Arts degree in History and International Relations at the University of Exeter. She has an Advanced Certificate in Public Relations and Communications.
Head of Investor Relations - Halma plc
Chair of the Finance Committee
Charles King joined Halma plc as Head of Investor Relations in September 2018. Prior to this he was Investor Relations Director at Worldpay, a global leader in payments processing technology and solutions for merchant customers, from 2015 to 2018. In previous roles he led the investor relations teams at SSP Group and Lloyds Banking Group and his other experience includes investor relations roles at Tate & Lyle, Cadbury and Serco, and corporate broking and investment banking at Hoare Govett, UBS and Lehman Brothers.
VP Investor Relations, ConvaTec Group
John has 14 years’ experience in Investor Relations, across a number of sectors: TMT, Financial Services, Utilities and Healthcare, including 2 of the larger IPOs in London in recent years. During that time he’s been involved with bid defences, M&A, profit warnings and significant changes in both strategy and management, as well as looking after the day to day of results, AGMs and Annual Reports.
Executive Director: Head of Responsibility, Hermes Investment Management
Reporting to Hermes’ CEO, Leon is responsible for developing and directing Hermes’ program for integrating responsibility across the group. This includes ensuring that investment teams are aware of and integrate ESG performance in investment decisions and that engagement is effectively incorporated alongside investment activities. In addition, in this role he oversees and contributes to how the firm’s responsibility activities and performance are integrated into Hermes’ client relationship management and reporting, the delivery of its corporate citizenship programme and the development of responsible structures and processes for the firm. He also leads a number of corporate and public policy engagements. Previously at Hermes, Leon was responsible for the development and delivery of Hermes EOS’ global corporate and public policy engagement programme from 2012-2016 and acted as its commercial director from 2009-2012. Prior to that, Leon worked within the Hermes UK Large Cap Focus Fund for seven years, where he was responsible for executing the fund’s engagement programmes. He also has 12 years of strategy consulting and operational industry experience.
Head of Corporate Broking, Deutsche Bank
Matt’s corporate broking clients include Aston Martin, Barratt Developments, BAT, IAG, RB, Stagecoach and Talktalk. Matt joined Deutsche Bank 10 years ago, having previously worked at Credit Suisse in both equities and corporate broking for 12 years
Sustainability Analyst, Legal & General Investment Management
Iancu is a Sustainability Analyst supporting LGIM in the development of low-carbon investments and with company engagements on the topic of climate change. He joins after working several years in communications and investor outreach for the Carbon Tracker Initiative, a think-tank researching environmental risk in capital markets, having previously worked as a researcher for the Institute of Art and Ideas, and the Cabinet Office. Iancu graduated from the London School of Economics and holds degrees in philosophy and public policy.
Louise works in the sweet spot between technical sustainability and communications, helping companies to define their strategy and then tell their story to multiple audiences with purpose, intrigue and credibility. Louise’s expertise lies in strategic sustainability, and more specifically encouraging organisations to set the right direction for integrated reporting and ensuring that the story is brought to life for a broad range of audience. Louise has 10 years’ experience developing sustainability strategies, reporting and broader communications for global businesses across a range of sectors, including Maersk, Cargill, and Firmenich. She has also led our thought leadership with WBCSD.
Eric Fernald is a Director of Issuer Relations at Sustainalytics, where he is responsible for Sustainalytics’ issuer engagement program. He joined Sustainalytics in January 2018. Prior to Sustainalytics, Eric worked for MSCI ESG Research as head of ESG corporate communications. From 1995 to 2009, Eric worked at the pioneer ESG research firm - KLD Research & Analytics - where he was Research Director from 2004-2009. Eric is a graduate of Williams College.
Director of Issuer Relations, Sustainalytics
Bio to follow shortly.
Matthieu Bordeaux Groult
Matthieu has been in equity sales at Exane since 2008, covering mostly long only funds. From 2008-2015, he was based in New York, where is was top ranked with FMR, Pzena, Harris Associates. Matthieu has been based in London since Sept 2015 where he covers mostly US accounts (FMR, Putnam, Artisan). Matthiey started as a buy side analyst at Richelieu Finance in Paris from 2005-2008.
Director - Engagement, Hermes Investment Management
Will joined Hermes in 2015 and, in addition to overseeing and leading the engagement programme for the SDG Engagement Fund, provides ESG analysis for and engagement with stocks in the firm’s small- and mid-cap strategies. He chairs the Corporate Governance Expert Group of the Quoted Companies Alliance and is a member of the Corporate Governance Committee of the Institute of Chartered Accountants in England and Wales. Will holds an MSc in Public Policy and Management from Birkbeck College at the University of London and a BSc (Hons) in Forensic Science from the University of West of England.
Senior Advisor - Brunswick Group
Trelawny advises Boards on corporate governance and shareholder-related issues. Prior to Brunswick, Trelawny was Head of Corporate Finance at Fidelity International where he led Corporate Governance globally for the organization. Trelawny spent over sixteen years working at Fidelity International, joining in 2002. He also serves as a Panel member on the UK Takeover Panel.
Trelawny started his career as an M&A analyst at Brown Brothers in New York City. He moved to London in 1982 as a corporate finance specialist and worked with Morgan Grenfell and subsequently with Prudential Bache where he became a Director. After serving as Corporate Development Advisor for George Wimpey Plc he joined M&G Group in 1996 to lead their corporate governance and stewardship activities. Trelawny received a Bachelors’ Degree from the University North Carolina as a Morehead scholar and is a Master of Business Administration, reading at the European Institute of Business Administration (Institut Européen d'Administration des Affaires), Fontainebleau, France.
Tio Charbaghi is a Portfolio Manager at Citadel Global Equities and Partner of Citadel Europe LLP.
Mr. Charbaghi joined Citadel Global Equities in 2011 as part of the Global Equities Associate Program. He was promoted to Analyst in 2014, Partner in 2017 and Portfolio Manager at the beginning of 2018. He manages a team of investment professionals in London focused on the Industrials sector globally.
Before joining Citadel, Mr. Charbaghi worked in Canada, the United States and United Kingdom in various Investment Banking roles at CIBC World Markets and Credit Suisse.
Mr. Charbaghi earned his Bachelor of Commerce from Queen’s University.
Bill Kennedy is a Portfolio Manager at Fidelity Management & Research Company (FMR Co.)
In this role, Bill manages Fidelity International Discovery Fund and Fidelity Advisor International Discovery Fund. Additionally, he co-manages Fidelity Worldwide Fund and Fidelity Advisor Worldwide Fund.
Prior to assuming his current responsibilities, Bill managed the Fidelity Pacific Basin Fund and Fidelity Advisor Japan Fund. Previously, he served as an assistant Portfolio Manager and as a Research Analyst covering investment opportunities in India and the regional power sector. Bill also served as Director of Equity Research in Fidelity’s Hong Kong office as well as group leader of the Global Research group.
Before joining Fidelity, between 1990 and 1994 Bill worked in the US, Hong Kong and Singapore as part of Prudential’s Private Equity team as a Research Analyst. Bill has been in the investments industry since 1990.
Bill earned his Bachelor of Arts degree in economics from the University of Notre Dame. Bill is also a CFA® charterholder.
Sovereign Research Analyst
Tom Nolan is a Sovereign Research Analyst in the Fixed Income division at Fidelity Management & Research Company (FMR Co.),
In his role, Tom conducts macroeconomic research and sovereign analysis across Western and Eastern Europe, as well as developed and emerging Asia, making investment recommendations for our portfolios in local rates, foreign exchange and hard currency markets.
Prior to joining Fidelity in 2009, Tom worked as a Research Analyst supporting the chief economist at Exotix Ltd, a frontier markets brokerage firm. Tom has been in the financial industry since 2007.
Tom earned his First Class BSc (Hons) degree in banking and international finance at City University, Cass Business School.
Partner - Tulchan Communications
Spanning a career of 30 years working in the UK equity market, Simon has experience on the buy-side, sell-side and as a corporate advisor.
A Partner at Tulchan, Simon advises Tulchan’s clients, including Legal & General, Metro Bank, Santander, Euroclear and United Utilities.
Simon joined after 18 years with J.P. Morgan Cazenove, where he was a Managing Director in the Financial Institutions team, acting as corporate broker/advisor to clients such as Standard Chartered, Standard Life, Provident Financial, Saga and Aldermore. Previously he was a sell-side analyst at Cazenove, following a ten-year career as a UK equity fund manager with Threadneedle and Blackrock (Mercury Asset Managers).
Elena is the Investor Relations and ESG Manager at Rolls-Royce, having joined in 2017. Prior to that Elena was Group Communications Manager at BBA Aviation and IR Manager at Invensys (now Schneider Electric). She also previously worked for Orient Capital and in the IR team at Alstom in Paris.
Stuart is the director at Hawksmoor Partners. He has worked in the funds business for 20 years, including six years at the Financial Times as a correspondent covering the asset management and private banking industries, and five years as launch editor of The Hedge Fund Journal.
Stuart has been employed in communications roles at FundXchange, Zurich Capital Markets and CMC Markets, as well as advising clients in the fund management and banking industries as an independent consultant (including Deloitte, Lloyds TSB Corporate Markets, Qatar Finance Centre, Ernst & Young, SocGen Private Banking, Old Mutual and IKOS).
He advises on a broad range of communications areas, including digital marketing, media relations, investor reporting, events management and also helped to launch the UCITS Hedge funds database in 2010.
Simon is currently working as an Investor Relations contractor, mostly recent for N Brown, a leading UK digital retailer, and Compass Group, the world’s largest food services business. Previously he was Head of Investor Relations at SIG plc, a pan-European supplier of specialist building products and a member of the FTSE 250. Before SIG, Simon was Head of IR and Corporate Communications at Promethean World, having joined in order to float the business on the main market of the LSE. Other roles have included Head of IR at United Utilities, a FTSE 100 business, which was Simon’s first investor relations position and VP of IR & Communications at Renovo, a small UK biotech company.
Simon has a Masters’ degree in Economics from Manchester University and MBA from Manchester Business School.
Julian is Managing Director of BRR Media, which creates digital content that enables companies to engage their investors and other stakeholders online. Prior to joining BRR Media, Julian spent over 15 years providing equity advisory services to companies as a corporate broker with Dresdner Kleinwort, Collins Stewart and Jefferies, both on day-to-day engagement with investors, as well as on corporate transactions.
Blair is the founder and CEO of Senasen - a fintech company that enables businesses to raise their profile and engagement with the investment community - digitally. Blair’s career has included roles across a broad range of financial institutions including: Asset Consulting at Towers Perrin (Willis Towers Watson); Asset Management at Assante Asset Management; Capital Markets & Investor Services at Royal Bank of Canada and BNP Paribas
Fund Manager, AXA Framlington
Simon manages the AXA Framlington Blue Chip Equity Income Fund. He has a bottom up style focusing heavily on the individual company and the cashflows it can generate. Simon started his career at Mercury Asset Management which later became part of BlackRock, managing income and institutional equity funds. Then following a period at Aviva Investors, he founded and managed an investor relations consultancy, Heartwood Partners (now Yellowstone Advisory) before joining AXA Investment Management in September 2018.
CEO - IR Society
Laura is CEO at the IR Society. Formerly Head of Policy and Communications, Laura has been with the Society for more than nine years. Laura has over 18 years’ experience in the Investor Relations industry. She joined The IR Society in 2011, and among other roles, was formerly a director at the IR consultancy, Taylor Rafferty, providing IR advisory services to blue chip clients, both in London and New York. She graduated from the University of Leeds, with an honours degree in German and management studies.
Managing Director, Co-head of Corporate Broking, Morgan Stanley
Ben Grindley is a Managing Director at Morgan Stanley, where he co-heads the firm’s Corporate Broking business. He has spent many years advising companies on their strategy and market positioning, and previously held a number of roles in the firm’s Capital Markets division. Ben covers clients across a wide range of sectors including financials, industrials, utilities and media.
Marina heads up the investor relations function at McCarthy & Stone, UK’s leading developer and manager of retirement communities. Marina oversees all communications with the market during the transformation period as part of the new strategy. With nearly 20 years’ experience in investor and media relations both in-house and in advisory to pre-IPO, newly listed and established companies, Marina has extensive capital markets experience advising on over 35 transactions across 10 countries – raising £42bn. Marina also heads up the IR team at Powerscourt, providing range of services from financial calendar to equity story development, expectation management, consensus analytics, coaching and profile raising to a broad range of corporate clients.
Robert Farrington, Director, Citi
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.
Partner at SquareWell Partners
Ali is currently a Partner at SquareWell Partners, an advisory firm specializing in monitoring investor behaviour and preferences to support companies’ decision-making processes on ESG issues. Ali is a corporate governance and activism specialist with 15 years’ experience. Ali started off as a research analyst at the Investor Responsibility Research Center (IRRC) in Washington DC. In 2009, Ali moved to London to work with Institutional Shareholder Services (ISS) to cover the UK market as well as help set-up the contentious M&A/Activism team to cover the UK and continental Europe. Ali has a dual undergraduate degree in Finance and Economics from the George Washington University and an Executive Masters in Business Administration from CASS Business School.
Partner at FIT Remuneration Consultants
Sahul has considerable experience of advising on all aspects of senior executive remuneration strategy, design, implementation, investor consultation and governance. He provides commercial and pragmatic advice to Remuneration Committees across all sectors and has experience in designing (innovative) incentive arrangements to support a company's corporate strategy and provide alignment between management, investors and other stakeholders.
Prior to joining FIT earlier this year, Sahul was at New Bridge Street where he was the lead adviser to around 25 FTSE 350, SmallCap and AIM listed company Remuneration Committees.
Sahul qualified as a Chartered Accountant with PwC in their banking and capital markets group and he is a CFA (Chartered Financial Analyst) charter holder.
Head of Responsible Investment at Merian Global Investors (formally Old Mutual Global Investors)
Freddie joined the company in 2017 at Head of Responsible Investment and Stewardship. Previously he worked at Newton Investment Management where he was a responsible investment analyst for nearly three years and Hermes Equity Ownership Services as associate director, head of UK engagement from 2008. He started his career in 2006 in HSBC’s fraud, risk and security office and studied French and Italian at University College, London.
Theo Hildebrand has over a decade of communications experience advising corporate, government and non-profit organisations. He leads Finsbury’s Digital Team in London, supporting clients with digital strategy, content creation and crisis management. He joined Finsbury in November 2009, helping to grow its Middle East and Africa operations, and has experience of a wide range of industries and financial transactions. Prior to joining Finsbury, he held communication roles in London for Citi and Maggie’s Cancer Caring Centres.
Digital Client Director
Lloyd works with Emperor's clients to lead on communicating their key messages and stories clearly and effectively online, leading the delivery of websites, videos and animation.
Head of Creative Content
Crafter of all things to help companies get their stories or points across, Sam has spent the past decade using his knowledge of brand, messaging platforms and audiences to bring content and stories to life. Sam has overall responsibility for the creative approach to a project, developing the creative brief and requirements and overseeing the process from initial concept stage through to launch. He is also responsible for creative content planning and execution.
Head of Corporate Digital
Following a career in the not-for-profit sector, Pippa has been focused on delivering client support for UK and international clients' corporate websites.
Formerly at Global3Digital where she managed a team to support over 200 FTSE 350 client websites, she has brought this experience to Emperor where her role is to head up the corporate digital division. Overseeing a team of 12, Pippa is responsible for the overall corporate digital projects delivery and digital client services team ensuring that our clients receive excellent support and best practice advice for their website, both from a strategic and tactical perspective.
Tom is a highly experienced financial and corporate communications consultant, with a twenty five year agency track record advising public and private companies on media and investor relations.
During his career, Tom has supported UK and overseas based clients across industry sectors, but he has a particular specialism in financial services. Recent work for listed companies has encompassed both M&A and IPO advisory, including media relations advice on Aldermore’s takeover by FirstRand and the IPO of Metro Bank. He has also worked extensively in the field of reputation and crisis management, primarily for companies in the banking, private equity, healthcare and property sectors.
Andrew Ninian – Director, Stewardship and Corporate Governance – The Investment Association
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.
David Chase Lopes
Managing Director EMEA, D.F. King
Managing Director EMEA
David joined Orient Capital in July 2010 and since his arrival has overseen close to 1,000 shareholder communication mandates across the EMEA region including listed companies such as Comcast, SABMiller, CRH, EssilorLuxottica, Unibail-Rodamco, Pernod Ricard, Orange, Ubisoft, Société Générale, Deutsche Bank, Clariant, Swiss Re, and many others. Previously, David worked for John Mayo, CBE, in a series of financial vehicles including Beehive Capital, Efficient Capital Structures and Salisbury Associates and was previously European Co-Head at Georgeson. David was an investment banker from 1992 to 2005 at Deutsche Bank and Société Générale with a specialization in M&A debt financing. David holds a Master’s Degree from Columbia University (School of International & Public Affairs), completed the foreign degree with honors from l’Institut d’Etudes Politiques de Paris and graduated Magna Cum Laude from Hamilton College. He speaks regularly on Corporate Governance and Shareholder Engagement internationally.
Director, Corporate Governance at D.F. King
James is Director, Corporate Governance at D.F.King specialising in providing strategic advice on corporate governance, shareholder engagement and best practice on the role of the board of directors. Prior to this role he was Corporate Governance Analyst at the Institute of Directors, sitting within the IoD’s policy unit, where he fed into several regulatory and legislative consultations including on the latest UK Corporate Governance Code and the Wates Corporate Governance Principles for Large Private Companies. Before this he served in the role of Special Adviser to the IoD Chairman advising on policy related matters. James has a BA Honours degree in Politics from Manchester Metropolitan University.
Darika has 14 years' experience working in communications specialising in digital for 12 of those. Prior to MHP, she was a digital consultant and analyst at Forrester where she developed research and wrote best practice guidance for marketers on digital marketing and innovation.
Her research and commentary on digital has been featured in the BBC, New York Times, Economist, Guardian and Independent.
Jonathan is an Investor Relations Manager, currently working at HSS Hire, where he is responsible for the investor relations and treasury for the group. He has been in the investor relations industry for over 6 years, previously working at Petrofac as an Investor Relations Officer. Prior to that he worked at HSBC in a number of different roles. He is currently studying towards the CIMA qualification and have previously obtained the Investment Management Certificate (IMC) andthe Certificate in Investor Relatons (CIR).
Victoria started her career as a consultant, providing investment advice to UK pension schemes. She moved to the Wellcome Trust in 2005 where she managed the endowment’s portfolio of outsourced equity managers, and oversaw the governance aspects of the in-house managed equity portfolio. She was part of the the Collective Engagement Working Group in 2013, which led to the formation of the Investor Forum, and joined the executive team there as a Senior Adviser in January 2016. The Investor Forum was set up to facilitate collective engagements with UK companies, and counts amongst its members many of the UK’s largest investment firms.
Victoria is also a member of the investment committee of the National Trust, and a Non-Executive Director of the Henderson Smaller Companies Investment Trust.
Anita Skipper 's governance experience began in 1993 when she was appointed Head of Corporate Governance at Norwich Union Investment Management (now Aviva Investors), soon after the publication of the Cadbury Code and ran the Corporate Governance team until 2012. She continued working with Aviva Investors until June 2018 when she retired after 25 years in governance.
She was a founding member of the Corporate Governance Forum and the Global Institutional Governance Network and was a Governor on the International Corporate Governance Network’s (ICGN) Board.
Anita advised on the development of Aviva Investors’ corporate governance and voting policies, carried out engagement with companies and took responsibility for special projects on developing ESG issues. She represented Aviva Investors at the Investment Association’s Corporate Governance and Engagement Committee, the QCA’s Corporate Governance Expert Group and was a member of several UK and global governance forums.
In 2011 Ms. Skipper was voted the most influential woman in asset management in Europe by Financial News and in 2017 she was awarded the ICGN’s Lifetime Achievement Award.
Anita has a Law degree from Nottingham University.
Partner at Statera Partners LLP
John has been a leader in the field of investor relations for nearly 20 years and is a former Chairman of the IR Society. As an in-house practitioner, John has advised senior management and Boards on numerous complex investor, corporate and communications challenges leveraging his financial expertise and practical experience. John has led Investor Relations, Corporate Communications and Strategic Marketing functions over his career with Cadbury, ICI, Exel, National Grid and, most recently, Rolls-Royce.
Deborah Morton-Dare - Module 1
Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible.
Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.
International Integrated Reporting Council
Andrew leads the IIRC’s investor engagement programme which aims to help investors to understand the IIRC’s aims and the benefits of a broader more integrated approach to reporting and to encourage them to support or encourage this in their investee companies.Andrew is on a part-time secondment to the IIRC from KPMG Makinson Cowell. He has over twenty years of experience with Makinson Cowell (now part of KPMG) and leads Makinson Cowell’s research team which advises stock market listed businesses on how institutional shareholders assess their investments and the performance and valuation measures they use. Andrew has long-standing experience on committees and panels involved in application of accounting standards and corporate reporting including: the UK’s UITF, the FRC’s narrative reporting panel and tax accounting panel. He also chairs the ICAEW’s Research Advisory Board.
Melissa is a director at Asesoria Group which provides specialist expertise and consultancy support to organisations to assist them in building a sustainable business and creating long term value through their governance, corporate responsibility and human capital strategies. She is an experienced company director and advisor with a proven track record of advising boards on the areas of corporate social responsibility and human capital management. She specialises in, stakeholder engagement, non-financial reporting and leadership capability. Melissa has extensive experience of advising companies on their annual and corporate responsibility reporting across a range of sectors. She has undertaken extensive engagement with investors and other key stakeholders to understand their expectations of corporate governance and company reporting. She uses this knowledge to take a pragmatic approach to narrative reporting and communicating a company’s material activities in annual reporting
Chadley House Training
Paul's background of fifteen years hands-on experience (Trader, Research Head & Portfolio Manager) from the Buyside of the markets (both Institutional & High Net Worth Private Client) enables him to bring a practitioner's perspective to help understand this small group of Money Managers which have attracted much comment in the financial press – not all of it well informed. Having undertaken the early due diligence meetings with Hedge Funds from a prospective investor viewpoint in the past, Paul now also has the experience of designing & delivering Training programs for both Hedge Funds & Sovereign Wealth Funds as Clients around the world today. The answer to the question in the title is 'No', but you do need to understand why this is.
Diane Faulks - Module 2
Diane is a Fellow of the Investor Relations Society. She is an IR specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Regulation has been a foundation of all these roles working alongside lawyers, brokers and financial advisors. Over her 10 years of in-house roles she was involved in IPO/secondary offerings, M&A and US listings. During 14 years with Citi Depositary Receipts’ Diane advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.
Rosie joined the BT IR team in 2016 having previously worked at Telecity Group plc, where she led the IR programme through two M&A transactions. Prior to that she worked as a buy-side equity analyst for over 5 years in London and Hong Kong. Rosie is a CFA charterholder.
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.
Managing Director - Lavender Bank Partners
As a leading leisure sector analyst, Geof has charted, analysed and in some cases helped to reshape several leisure industries, and his extensive experience makes Geof perfectly placed to assess the corporate strategies of the good, the bad and the ugly that make up the constituents of the public and private markets.
Geof has 38 years combined industry and investment banking experience and has spent the last 30 years in a Top 3 rated sector equity research team, working for Wood McKenzie, NatWest Markets, Banker’s Trust and Deutsche Bank, where he was MD of the Pan European Travel & Leisure Research Team. Having seen a variety of valuation methodologies come and go and come back into fashion again - and some new ones invented - Geof has developed a detailed understanding of how companies and managements should be viewed and rated, and how companies should deal with both the buy- and sell-side communities.
During his city time, he has acted as corporate research broker to over 20 different Plcs, been involved in over 40 M&A transactions, and directly or indirectly, in over a dozen IPOs. Geof currently runs his own strategic consultancy business, Lavender Bank Partners.
Lorraine Rees - MD, IR-connect
Lorraine established the IR-connect consultancy in 2015 which specialises in IR for IPOs, and personalised IR mentoring for executive and non-executive directors, IR Directors and IROs. She runs a number of courses for the IR Society including the Diploma modules. Prior to setting up her consultancy company, she was 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, private equity and banking.
Mike Tyrrell - Editor, SRI-CONNECT
Mike has been helping companies communicate with SRI investors for the past 15 years, during which time he has worked on the buy-side, sell-side and most recently for the independent communications platform, SRI-CONNECT. Mike has spent 18 years as an SRI Analyst, initially at Jupiter Asset Management and then at HSBC Global Equities where he established the first SRI research on the ‘sell-side’ and, most recently, at Citi Investment Research. Mike is currently Editor at SRI-CONNECT and brings a wealth of knowledge and experience to the Society’s advanced IR ESG/Sustainability course, introduced in 2016.
Sallie Pilot - Director, Engagement and Insight, Black Sun
Director, Engagement and Insight, Black Sun
Director, Engagement and Insight, Black Sun 2
Since joining Black Sun over 20 years ago, Sallie has been providing strategic corporate communications consultancy for a wide range of UK and international clients. Sallie is an IR Society Board member has been Chair of the IR Society Best Practice Committee since 2014. Sallie is a member of the Financial Reporting Lab steering group, and is a recognised commentator in corporate reporting, responsible for publishing a wide range of industry recognised research reports. Her experience of working with leading organisations on their corporate reporting strategies and her industry leading research tracking trends in reporting of the FTSE100 for the past 12 years give Sallie a unique insight into what good looks like!
Ann has a strong track record as a journalist both in newspapers and the BBC, and now runs a media consultancy and training company. Her experience enables her to provide a comprehensive introduction to the world of PR - both positive and negative, when companies are facing crisis situations which damage their reuptation and threaten their future. She has worked with clients including Nestle, PwC, Euromoney and Institutional Investor.
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.
Mike has been an SRI Analyst for the past 18 years, initially at Jupiter Asset Management and then at HSBC Global Equities where he established the first SRI research on the ‘sell-side’ and, most recently, at Citi Investment Research. Mike is currently Editor at SRI-CONNECT and brings a wealth of knowledge and experience to the Society’s advanced IR ESG/Sustainability course, introduced in 2016.
Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant.
Partner – Head of IR & Governance – Maitland/AMO
Chair of the Policy Committee
Emma is head of the IR and governance practice at Maitland/AMO, the financial and corporate communications consultancy. She joined Maitland in 2004 after 14 years as an equity investment analyst in the City specialising in the retail sector, latterly at ABN Amro where she was a director of equity research. She has developed the IR advisory practice at Maitland so that it is now an integral part of Maitland's product offering across the full client base from unlisted to FTSE 100 companies. Emma studied at Bath University, where she obtained a BSc. She is currently a Board director and chair of the Policy Committee of the Investor Relations Society.
Chair of the Corporate Affairs Committee
David Shriver is a former Managing Partner of Tulchan Group. He joined Tulchan in September 2009, having spent over five years at Carrefour as Director of Group Financial Communications and Strategic Advisor to the Chief Executive. Prior to joining Carrefour David spent 15 years covering the food retail sector as a top rated analyst for Credit Suisse First Boston and NatWest Securities. David has served as an International Advisory Board member of the Global IR Leadership Network.
CEO - Orient Capital
Chair of the Membership Committee
Alison joined Orient Capital in June 2010 bringing a wealth of investor relations and analytical experience. Since she joined she has been instrumental in building the brand of Orient Capital initially in the UK, from forging partnerships with numerous brokers and advisers, to latterly developing the Orient Capital and D.F. King brands across EMEA. As part of ASX listed, the Link Group, she has P&L responsibility for the Corporate Markets business. Alison joined Orient Capital from Capita where for 7 years she was Head of IR Services, than latterly Managing Director of their IR Services business. Previously Alison managed the UK Client reporting team at Dresdner Kleinwort Wasserstein, specialising in shareholder analytics for UK large/mid cap companies. Alison has a French and German Languages degree from Kingston University and started her career as a translator before working in investor relations for a mining company in Canada. She was appointed to the IR Society Board in 2014 and is responsible for chairing the Membership Committee.
Managing Partner - Broome Yasar
Oskar is regarded as the global leader in executive recruitment within investor relations & corporate communications. He’s the author of the ground-breaking report, ‘From Investor Relations to Business Leadership – The pathway to CEO’, which showcases the significant transformation in the reputation of IR, as well as the soon-to-be published book, ‘Stand Out or Stand Aside, the power of personal branding’. Oskar has been responsible for helping to place nearly 400 senior IROs globally and has nearly 30 years' experience in both investor relations and corporate affairs head-hunting as well as IR advisory, helping some of the world’s largest companies on their IR and corporate affairs strategies. He is a passionate advocate for the role of investor relations and the future of the profession.
Sustainability Manager, Virgin Atlantic
Chair of the Education Committee
Ross is an experienced IRO with both an in-house and advisory background. Originally in equity capital markets banking, Ross has over 20 years of in-house corporate experience, including FTSE100 businesses such as aerospace and defence business Rolls-Royce as Assistant Director of IR; and At Man Group plc, the alternative investment manager, where he was involved in a very wide range of capital raisings and corporate transactions for over a decade. Ross has also set up and led the IR function for smaller companies including UK-listed Playtech Ltd, NASDAQ-listed Edwards Group, and UK-listed PageGroup. Having joined Virgin Atlantic in 2019 to manage their investor relations programme, he is currently focused on delivering their sustainability programme and net zero commitments. Ross is a graduate of Cambridge University.
Claire Lavery, Executive Director, Europe & Asia - Rivel Research Group
Claire leads Rivel's business in the UK, Europe and Asia, responsible for growth and profitability in these regions. Being Rivel’s first recruit outside the US, Claire extended Rivel’s reputation across the Atlantic establishing our position as the leading ‘global’ provider of perception research. With her experienced team, she continues to increase our loyal client base across two continents. She is a consultant on client projects, providing in depth strategic analysis and presents insights and recommendations to senior management teams and Boards of Directors. Her experience spans a cross section of companies of varying market caps, industries and geographies. She is also a regular guest speaker at investor relations events across Europe, sharing insights on buy-side expectations and IR best practices.
Prior to joining Rivel, she was the International Sales Director at a leading investor relations publication, but before stepping into the world of investor relations, Claire spent 10 years in the legal market working closely with world-leading global law firms and the general counsel of the FTSE 100.
Claire sits on the Society’s Best Practice Committee and Conference Committee.