Raghnall Craighead

National Australia Bank

Chair of the Examinations board

Governance and Voting Lead, Phoenix Group

Kalina Lazarova

Governance and Voting Lead, Phoenix Group

Kalina Lazarova is Corporate Governance and Voting Lead at Phoenix Group. Kalina’s focus is to evolve the company’s work on proxy voting models, as well as its corporate governance strategy. Prior to joining Phoenix, Kalina spent over 7 years at BMO Global Asset  Management as Head of Governance, Responsible Investment, where  she led on development and implementation of global corporate governance policies, focussed on ESG integration and engagement, and worked on meeting commitments under the UNPRI and UK Stewardship Code. Kalina also spent time at Fidelity Investments International and  Governance for Owners LLP as a senior governance manager.

Andrew Williams

Senior Managing Director, FTI Consulting

Head of Stewardship, Lombard Odier Investment Managers

Rebeca Coriat

Head of Stewardship, Lombard Odier Investment Managers

Rebeca is the head of stewardship at Lombard Odier Investment Managers (LOIM).  In this role she has overall responsibility for the stewardship function, which is implemented through engagement and proxy voting. Drawing on her previous corporate governance and wider ESG expertise on the investor, proxy and research side, Rebeca has defined and implemented LOIM’s strategic investment stewardship framework and objectives. Rebeca leads the stewardship function, which is embedded within Holistiq, in close collaboration with other senior stakeholders from sustainability research, sustainability data analytics, risk and portfolio management.

Rebeca chairs LOIM’s Stewardship Committee, tasked with the governance of the stewardship function. She is also a member of LOIM’s Diversity and Inclusion Committee and a GRI’s GSSB member. Previously, she worked as ESG Analyst at Investec Asset Management, and Senior Researcher at ISS. 

 She has a BA in Political Science from the Universidad Complutense de Madrid and a Masters in Global Politics from the LSE.

Senior ESG Manager – Investment Stewardship, Legal & General Investment Management

Dror Elkayam

Senior ESG Manager – Investment Stewardship, Legal & General Investment Management

Dror joined the investment stewardship team in 2021, leading engagements with the Energy and Mining sectors, as well as the development of LGIM’s ESG scores.

Dror Joined LGIM from Georgeson, a boutique corporate advisory firm, where he acted as an advisor to investors and corporates in preparation for general meetings, proxy contests and M&A in the UK and globally. Prior to that, Dror had spent nearly 5 years at Bloomberg as an ESG specialist, with responsibilities include the development of Bloomberg’s ESG product, client engagements and data management. Dror graduated from Bar-Ilan University in 2012 with a BA in Economics and Business Management and obtained the CFA chartership in 2019. 

Stewardship Analyst, UBS

Matteo Passero

Stewardship Analyst, UBS

Matteo is a Stewardship Analyst at UBS Asset Management, focusing primarily on Continental Europe and Japan. He is responsible for assessing governance and wider ESG practices of investee companies within UBS AM portfolios, and he spends most of his time on engagement with listed companies and proxy voting. As part of his role, he works very closely with investment teams, including financial analysts and portfolio managers, to link engagement and voting decisions to the investment case and to promote best practice across a wide range of ESG topics. He joined UBS in 2020 after three years at ISS, the leading proxy advisor, where he worked in the UK Benchmark research team, drafting voting recommendations for the AGMs of major listed UK companies, and successively for ISS Corporate Solutions, where he advised corporates on how to improve their governance practices.

ESG Consultant, Georgeson

Hal Dewdney

ESG Consultant, Georgeson

Hal has been a member of the Georgeson team since 2022 and specialises in advising clients on developing and implementing effective ESG strategies that align with investors’ expectations. Prior to joining Georgeson, Hal worked at a Venture Capital and Strategic Advisory firm that invested in and supported environmental and climate-related technology businesses. Hal has a deep understanding of the ESG-related risks and opportunities facing companies as well as the various ESG investor initiatives, standards, frameworks, and ratings agencies. 

Assistant Company Secretary, Centrica

Ruth Odih

Assistant Company Secretary, Centrica

Ruth Odih is a member of the Secretariat Team at Centrica plc. She brings experience from working across various sectors. Her career includes roles at companies within the FTSE 100 and AIM indexes and in a range of industries including catering, energy, oil and gas, private equity, and financial services. Ruth is actively involved in the TIDE Taskforce, a diversity, equity, and inclusion initiative supported by Ofgem to promote inclusion and diversity in the energy industry. In her role, she makes valuable contributions to both the insights and leadership committees. Beyond her professional endeavours, Ruth serves on the advisory board of the Next Generation NED Network, as a trustee for a charitable organisation and finally is a faculty member at the Irish based organisation, The Corporate Governance Institute.

Managing Director, FGS Global

Anneke Hoijtink

Managing Director, FGS Global

Anneke is Managing Director at FGS Global, a leading global strategic communications consultancy. She is part of the pan-European Equity Advisory and Investor Relations team and advises companies across Europe on Investor Relations and Financial communication.

Anneke has over 15 years of investor relations expertise with leading IR positions at various Dutch listed companies. She also worked at Euronext Amsterdam as account manager for Dutch listed entities. In addition, she was on the Board of the NEVIR, the Dutch Association for Investor Relations, for six years, including two and a half years as the Chair. 

Director, Corporate Governance, Morrow Sodali

Max Purcell

Director, Corporate Governance, Morrow Sodali

Max is a Director of Corporate Governance and is based in London. He is responsible for leading the UK corporate governance advisory services at Morrow Sodali. Max brings a depth of knowledge, focusing on providing boards and senior managers with leading advice to help companies strategically manage corporate governance, remuneration and broader ESG matters and practices. Working with organizations across all sectors and industries, Max is focused on providing critical insights and clarity on the intersection between market and shareholder expectations, the regulatory environment and a business' purpose and strategy.

Prior to relocating to our London offices, Max was a Director based in Sydney, Australia working with listed entities in the APAC region. Before joining the firm, Max worked as a remuneration consultant. 

Partner, Cevian Capital

Robert Schuchna

Partner, Cevian Capital

Robert Schuchna is a Partner at Cevian Capital, the leading active ownership fund focused on public companies in Europe. He leads due diligence on investment opportunities in various sectors including chemicals, consumer goods, industrials, insurance, and pharma in DACH, UK, and France.

Robert plays an instrumental role in several Cevian investments from the initial due diligence to the implementation of the value-enhancement agenda at the portfolio company and the ultimate exit of the investment. 

Head of Governance, EMEA & APAC, T.Rowe Price

Jocelyn Brown

Head of Governance, EMEA & APAC, T.Rowe Price

Jocelyn Brown is the head of Governance, EMEA and APAC, for T. Rowe Price International Ltd. She is a member of the ESG Committee. Jocelyn is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.

Jocelyn's industry experience began in 2008, and she has been with T. Rowe Price since 2020, beginning in the Governance department. Prior to this, Jocelyn was employed by the UK Railways Pension Scheme in the area of sustainable ownership. 

Jocelyn earned an M.A. in history from the University of Cambridge and an M.B.A., with distinction, from Imperial College London.

Global Head of Corporate Governance, M&A and Activism Solutions, S&P Global Market Intelligence

Evdokia Petrakopoulou

Global Head of Corporate Governance, M&A and Activism Solutions, S&P Global Market Intelligence

Evdokia (Eva) is Global Head of Corporate Governance, M&A and Activism Solutions at S&P Global Market Intelligence. With 25+ years of professional experience, Eva specialises in Activism Defense, Corporate Governance and M&A. She has worked for issuers across the globe to drive and implement corporate governance best practices.

Eva's expertise lies in the implementation of strategic solutions for Corporate Governance and M&A, particularly during high-impact situations, whether it be in relation to deal support, corporate governance sensitivities, activism or general meeting preparation.

Victoria Tetzlaff - Manager, Agendi

With over a decade of experience in various Real Estate functions, Victoria Tetzlaff decided it was time for a change. Pursuing an MBA was the first step in broadening her business knowledge and seeking international opportunities. She discovered a passion for purpose-driven work, especially in sustainability and achieved the CFA in ESG Investing, equipping her to bridge the financesustainability gap. Currently, Victoria holds the position of Manager, where she leads diverse projects centered around sustainability strategy, reporting, target setting, and a range of other critical topics for a wide array of clients.

Helena Walsh - Managing Partner, Agendi

Helena Walsh is a dedicated multidisciplined climate and sustainability expert with vast experience leading organisations of all sizes to increase their action on ESG issues. Climate and sustainability has been the focus on her career starting out in engineering consultancy in the early 2000s and progressing into strategic management consulting. Her experience spans sectors offering sustainable design, strategic risk analysis and planning, renewable energy procurement, and best practice frameworks and reporting. 

Head of Investor Relations - Diploma

Holly Gillis

Head of Investor Relations - Diploma

Chair of the Education Committee

Holly is Head of IR at Diploma plc. Prior to that she was a Senior Director at leading financial and corporate communications consultancy, Citigate Dewe Rogerson (CDR). Before joining CDR in 2021, Holly gained over 15 years of experience in in-house finance, corporate communications and investor relations roles in the high-profile UK public transport sector. In her most recent role – Head of IR at The Go-Ahead Group plc – Holly was a member of the leadership team and was a trusted advisor to the Board and Executive Management.

Having held an in-house Head of IR role throughout the COVID-19 pandemic, Holly is experienced in crisis management and stakeholder engagement. She is skilled in simplifying complex concepts into digestible messaging with consideration for multiple audiences.  

An active member of the Investor Relations Society, Holly is co-chair of the Education Committee, having previously been a member of the Society’s Best Practice Committee. She completed the IR Society’s prestigious DELIVER programme in early 2021.

Holly is an ACCA qualified accountant and has a BSc in Psychology. 

Managing Director, Debbie Nathan Associates

Debbie Nathan

Managing Director, Debbie Nathan Associates

Debbie Nathan has over 15 years’ experience within the Investor Relations (IR) and Communications industry.

Whilst qualifying as a chartered accountant, she worked as a financial analyst for Barclays plc before transitioning to the firms IR function. She spent over a decade in FTSE 100 and 250 financial services companies engaging with the investment community in IR roles. Her financial excellence, along with the first-hand IR experience, positioned her well for a successful career in Recruitment and Executive Search, with a specific focus on the IR and Communications fields.

Debbie has been successfully working with high calibre talent since 2014 and was the driving force behind the creation and growth of IR and Communications functions within two recruitment agencies. Debbie founded DNA in 2020 and has been matching high performing talent with companies across the globe on both permanent and interim assignments.  Clients include many FTSE and internationally listed businesses, private companies, pre IPO firms as well as alternative asset investment firms. 

Chief Financial Officer, NewRiver REIT

Will Hobman

Chief Financial Officer, NewRiver REIT

Will is the Chief Financial Officer at NewRiver REIT plc. He is a Chartered Accountant with over ten years’ Real Estate Experience, having qualified at BDO LLP working in its Audit and Corporate Finance Departments.

Before joining NewRiver in June 2016, Will worked at British Land for five years in a variety of finance roles, latterly in Investor Relations, and formerly within the Financial Reporting and Financial Planning & Analysis Teams. While at NewRiver, will held a variety of roles before becoming CFO, including Head of Investor Relations & Strategy and Finance Director.

Will obtained a BArch (Hons) in Architecture from Nottingham University before obtaining his ACA qualification, becoming an FCA in March 2020. Will is currently a British Property Federation Finance Committee Member.

Vice President, Head of Investor Relations at InterContinental Hotels Group (IHG)

Stuart Ford

Vice President, Head of Investor Relations at InterContinental Hotels Group (IHG)

Stuart joined IHG Hotels & Resorts (LON:IHG, NYSE:IHG, ADRs), the global hospitality company, in April 2020 as Head of Investor Relations. Stuart is responsible for IHG's relationship with institutional investors and City research analysts. This includes reporting the Group’s overall financial and operational performance, together with updates across other significant commercial and strategic developments. Stuart looks after IHG’s corporate access programmes and investor targeting, as well as supporting all other corporate communication and publication areas connected to IHG’s investor stakeholders. 

Before IHG, Stuart was Head of Investor Relations at Serco Group plc, a leading provider of public services to governments around the world. Stuart previously led the Investor Relations function of Home Retail Group plc, as part of a decade of IR experience that began at former FTSE 30 conglomerate GUS plc, the previous parent company of Burberry, Home Retail and Experian. Stuart is a Chartered Accountant, qualifying during his time with the business consulting division of Arthur Andersen. Stuart was an Andersen Scholar, working for the firm prior to and during his Business Management degree from King’s College London.

Investor Relations Director, GSK

Josh Williams

Investor Relations Director, GSK

Josh is an Investor Relations Director at GSK, having joined the IR team in 2020. He has a particular interest in financials and consensus, and played a key role in the demerger of Haleon, the Consumer Healthcare company. Prior to 2020, Josh worked in a variety of commercial and finance roles at GSK, having joined in 2015. He is CIMA qualified as a Chartered Global Management Accountant, and holds a BA in History from the University of Bristol.

Investor Relations and Communications Manager, Bunzl

Max Robinson

Investor Relations and Communications Manager, Bunzl

Max is Investor Relations and Communications Manager at Bunzl, joining the company’s newly formed IR and Communications team in the middle of 2022. In the time since joining, he has explored practical ways to integrate AI solutions into Bunzl’s workflow in order to maximise efficiency and drive innovation. Max has a background in corporate communications, having worked for a variety of agencies prior to joining Bunzl and holds a BA in English Literature from Durham University.

Corporate Governance Manager, Georgeson

Daniel Veazey

Corporate Governance Manager, Georgeson

Daniel joined Georgeson in 2023 as Corporate Governance Manager and specialises in stewardship, corporate governance, executive remuneration and ESG analysis. Daniel leads a team of governance analysts with responsibilities focused on engaging with companies and investors on upcoming shareholder meetings, shareholder activism and M&A scenarios. Daniel previously worked within the asset management industry with over 25 years’ experience with Schroders Investment Management as their Head of Corporate Governance and Wellington Management as Stewardship Practice Leader.

Corporate Governance Senior Manager, Financial Reporting Council

Jessica Dahlstrom

Corporate Governance Senior Manager, Financial Reporting Council

Jessica joined the FRC in January 2023 as a Senior Manager in the Corporate Governance team. She has worked in the public and private sectors as an economist and governance expert, advising government, regulators and private investors on regulation and risk. Prior to joining the FRC, she was chief of staff and director of corporate affairs at Guy's and St Thomas' Hospital, where her role included providing advice and support to the chief executive as well as overseeing changes to the corporate governance framework during a period of mergers and organisational change.

Energy & Energy Transition Research, Barclays Investment Bank

Lydia Rainforth

Energy & Energy Transition Research, Barclays Investment Bank

Lydia is an equity research analyst at Barclays Investment Bank focusing on Energy & Energy Transition, and has been covering the oil and gas sector since 2009.

Head of European Capital Goods Research, J.P. Morgan

Andrew Wilson

Head of European Capital Goods Research, J.P. Morgan

Andrew Wilson is the Head of J.P. Morgan's European Capital Goods team. The team has been ranked #1 by Institutional Investor in 2016-22. Andrew joined J.P. Morgan in 2012, having previously worked at EY and Investec. He has an Economics degree from Durham University and is a qualified Chartered Accountant.

Head of Investor Relations, Credit Ratings and Treasury Sustainability, Nationwide Building Society

Sarah Abercrombie

Head of Investor Relations, Credit Ratings and Treasury Sustainability, Nationwide Building Society

Sarah trained as a Chartered Accountant with Arthur Andersen in its financial services audit practice.  After a brief stint in product control she moved into the investment industry working initially as a sell-side equity analyst covering UK Banks and Other Financials then a buy-side equity analyst covering European Banks.  During this time Sarah studied for, and passed, the CFA qualification.  She moved to the FSA in 2008, supervising Barclays and Lloyds through the financial crisis and its aftermath, with a focus on capital and liquidity. 

In 2011, Sarah relocated to the South West, and worked for Deloitte in its regulatory practice in Bristol before being offered a role at Nationwide in Capital Management, responsible for regulatory reporting and compliance.  After 4 years of regulatory reporting, she was ready for the next challenge, and moved to a newly-created role, Head of Recovery and Resolution.  Here Sarah was responsible for the Nationwide recovery plan and the implementation of capabilities to address the Bank of England’s barriers to resolution ahead of the regulatory deadline. In 2022, Sarah moved to my current role for Nationwide, Head of Investor Relations and Credit Ratings Agencies, with the logical extension into sustainability later that year.  

Managing Director, Global Head of Macro and Thematic Research, Deutsche Bank

Jim Reid

Managing Director, Global Head of Macro and Thematic Research, Deutsche Bank

Jim is a Managing Director and Global Head of Macro and Thematic Research.  He also heads up Corporate Bank Research and Credit Strategy.  Jim is a top-ranked strategist, consistently named the No.1 analyst in the major surveys over the last 25 years.  In 2022 he was voted No.1 Strategist in four categories in the Global Institutional Investor flagship Fixed Income Poll. He has had nearly 40 No.1 positions in these awards over the last 15 years, more than quadruple the number of any other analyst.

His daily Early Morning Reid report has been running for 16 years, has tens of thousands of daily readers, and has the most subscribers of any DB research publication globally. It is one of the most widely read financial market pieces in the investment world.

Jim joined Deutsche Bank in September 2004 and has 28 years of experience in Investment Banking.  Before becoming a strategist, Jim spent the first three years of his career in sales covering both real money accounts and hedge funds.

Jim has a BA Degree in Economics and Economic History from Warwick.

Managing Director, Co-Head of Sustainable Investment and ESG, Lazard Asset Management

Jennifer Anderson

Managing Director, Co-Head of Sustainable Investment and ESG, Lazard Asset Management

Jennifer Anderson is the Co-Head of Sustainable Investment and ESG at Lazard Asset Management. She oversees the firm’s Sustainable Investment and ESG integration strategy. She works closely with analysts and portfolio managers to enhance their investment processes and on developing new strategies. She sits on the firm’s Global Stewardship Committee. She also leads client engagement and thought leadership on ESG topics. She began working in the investment field in 2006. Prior to joining Lazard in 2019, Jennifer was an Investment Manager for TPT Retirement Solutions and during this time she also served on the Board of the Directors of the Institutional Investors Group on Climate Change (IIGCC). Her prior role was as an equity research analyst in sustainable investment at Citigroup Global Capital Markets and she started her career as an SRI analyst at Jupiter Asset Management. Jennifer has a bachelor’s degree in Economics and Economic History from the University of Leicester and a master’s degree in Environment Technology from Imperial College London.

Head of Investor Sustainability, BAT

William Houston

Head of Investor Sustainability, BAT

Will Houston is Head of Investor Sustainability at BAT, reporting into the Chief Sustainability Officer. His role focuses on helping ensure that BAT delivers what investors require on Sustainability topics. This also encompasses horizon scanning on ESG disclosure regulations and leveraging these insights to ensure BAT efficiently and effectively delivers against reporting requirements. He is a member of BAT’s Extended Finance Leadership Team and the project board for BAT’s ESG Data Digitisation work. Prior to moving into his new role in late 2022, Will was a member of BAT’s IR team for nearly three years, latterly as Senior IR & ESG Manager.

He has previously worked on both the buy-side and sell-side focusing on Consumer Goods. Most recently as a Portfolio Manager at Norges Bank Investment Management, Norway’s sovereign wealth fund, where he gained experience on the integration of ESG into investment decision making. Prior to Norges, Will worked as a sell-side analyst for both UBS and Redburn.

Investor Relations & ESG Senior Manager, Vodafone Group

David Irish

Investor Relations & ESG Senior Manager, Vodafone Group

David is a Chartered Accountant, qualifying at KPMG where he worked in Tax, and subsequently Corporate Finance. He joined Vodafone Group’s FP&A team in 2018, before moving into Investor Relations in 2020. In his current role, David is focused on ESG reporting and investor engagement. 

Jacob Malmstrom

Equity Sales, Goldman Sachs

Vice President - International Corporate Services, OTC Markets

Jonathan Dickson

Vice President - International Corporate Services, OTC Markets

Based in London Jonathan helps issuers to navigate the U.S. capital markets, globalize their investor relations outreach and implement best practices to maximize the success of cross-trading into the United States. Prior to joining OTC Markets, Jonathan was co-branch head and a senior portfolio manager at Redmayne Bentley where he managed bespoke investment mandates for clients throughout the UK and Europe. Jonathan holds a BA from the University of Surrey and is a Chartered Fellow of the Securities and Investment Institute.

Head of International Equities, Jefferies Group

Julian Foster

Head of International Equities, Jefferies Group

Julian Foster is Head of International Equities into Australia & New Zealand at Jefferies Group LLC, based in Melbourne. In this role, Julian leads Jefferies coverage of investors based in the ANZ region investing offshore. Julian ranked #3 for Global Sales in the 2022 Peter Lee survey (Greenwich associates’ ANZ subsidiary). Prior to joining Jefferies in Australia in 2020, Julian worked at Bank of America Merrill Lynch in London for 8 years, after graduating from the University of Bristol, where he completed his BSc in Economics with Study in Continental Europe (France).

Senior Originator & Head of Execution, Jefferies

Vincent Braddick

Senior Originator & Head of Execution, Jefferies

Vincent Braddick is a Senior Originator & Head of Execution within the EMEA Corporate Access Team at Jefferies International, based in London.  In this role, Vince works with UK- & European-listed companies in the Consumer, Industrials, Resources & Energy sectors with respect to their investor marketing programmes.  Vince has worked in this role at Jefferies since 2017, and has been originating corporate access since 2013 when he started his career with Goldman Sachs in London.  Vince holds a Bachelor of Finance from La Trobe University in Melbourne.

Senior Strategist, Emperor

Julia Scanlon

Senior Strategist, Emperor

Julia Scanlon is a Senior Strategist in the Digital team at Emperor, an award-winning UK Corporate Communications and Design Consultancy. Julia has over 15 years of experience in delivering both B2B and B2C integrated communication strategies and large-scale digital and branding projects. She has delivered work for clients such as GSK, Coca-Cola HBC, STV and FIFA and has extensive experience in digital financial services communication for both institutional and retail investors. 

Associate Director of Investor Relations, Lloyds Banking Group

Angela Catlin

Associate Director of Investor Relations, Lloyds Banking Group

Angela Catlin has worked at Lloyds Banking Group for over 11 years across a variety of roles within Finance and Strategy, with extensive experience in technical accounting, financial reporting, business strategy and financial markets. Angela has been an Associate Director of Investor Relations for over 4 years, playing a key role in the delivery of the Group’s Investor Relations programme including the preparation of results materials, as well as engaging with investors globally. Alongside her role with Investor Relations, Angela also sits on the Board and Audit and Risk Committee for CABA charity. Angela is a chartered accountant and holds of the CIR qualification.

Head of Retail Capital Markets, Peel Hunt

Kit Atkinson

Head of Retail Capital Markets, Peel Hunt

Kit Atkinson, is a Director and Head of Retail Capital Markets at investment bank Peel Hunt LLP, Kit has over 20 years experience in the equities industry, focussing on Equity Capital Markets since 2005. Kit has previously worked at J.P. Morgan Cazenove and at Link Group where his focus was on IPO origination and delivery.  Peel Hunt has recently announced its intention to spin out their existing Retail Capital Markets business as an independent co-owned enterprise with backing from several leading market participants including Hargreaves Lansdown, Jefferies, Numis and Rothschild & Co.  Kit will be part of the leadership team at launch.

Ciaran O’Callaghan

Head of Amundi European Equity Research

Ciaran is Head of European Equity Research for the Amundi group, the largest listed European asset manager with c. €2 trillion of Assets Under Management – based in Dublin, he manages a team of sixteen Equity Analysts across multiple investment hubs. Ciaran also continues to cover the European Financial sector, conducting bottom-up fundamental analysis and stock-picking on investment cases for potential inclusion into equity portfolios. He joined the firm in 2015, initially as a Credit Analyst and Portfolio Manager, before moving to the European Equity Team in 2018. Ciaran began his career with Allied Irish Banks and has also worked in various sell-side and buy-side roles specialising in the coverage of the Banking sector. He is a Chartered Management Accountant (CIMA) and holds a Bachelor’s Degree in Business Studies from Dublin City University.

Senior Portfolio Manager, Gresham House

John Mattimoe

Senior Portfolio Manager, Gresham House

John has worked as a Senior Portfolio Manager with Gresham House Ireland for the past 13 years with a focus on small and mid-cap equities. He has over 30 years’ experience working in equity capital markets broadly evenly split between buyside and sellside environments. Consequently, John has engaged with companies from varying perspectives: as an investor (or potential investor); stockbroking analyst; and has been involved in IPO processes and other ad hoc corporate finance projects. He has a strong belief in sensible, value-driven, long-term investing based on solid fundamentals. 

Head of ESG Advisory, Goodbody

Aidan O’Mahoney

Head of ESG Advisory, Goodbody

Aidan is Goodbody Stockbrokers Head of ESG Advisory, where he is responsible for advising the corporate client base on all aspects of ESG strategy, planning and reporting. He has a particular focus on helping clients to access sustainable finance, given his extensive experience in ESG Capital Markets and Sustainability Linked Lending. In his previous role as Head of ESG Markets in AIB Group plc Aidan managed €3.5bn of ESG issuance. There, he was also responsible for the construction of AIBs ESG debt programmes (Green and Social), and ESG Investor Engagement. AIBs social bond framework and issuance remain the only social bond debt programmes and issuance in the Irish corporate landscape. Aidan also has experience in SLBs, Transitionary Bonds and Sustainable Equity Funds

Charles Batten

Director - Investment Banking, Peel Hunt

Investor Relations Account Executive, AlphaSense

Sam Jobson

Investor Relations Account Executive, AlphaSense

Sam manages the relationships between AlphaSense and Investor Relations team’s across EMEA. Having worked with IR teams across Europe for the last 6 years, Sam brings a wealth of experience working with market data and technology, specific to IR. Among other roles, he was previously part of the EMEA team that took Q4 Inc, another Investor relations service provider, to IPO in 2021.

Head of Institutional Engagement, Georgeson

Kiran Vasantham

Head of Institutional Engagement, Georgeson

Kiran Vasantham is Head of Investor Engagement UK/Europe at Georgeson and is based in our London offices. He provides strategic direction for investor research and engagement activities.

Kiran has over 15 years industry knowledge in the investor engagement and shareholder response arena guiding corporate issuers on emerging investor trends including corporate governance, shareholder activism and sustainable investing. He has an established and trusted global network of Institutional Investors including the UK, Europe, and US. Kiran's relationships help Georgeson's clients identify and navigate the increasingly complex challenges of proxy solicitation, investment stewardship, ESG voting behaviours and activist situations.

Investment Stewardship Director – EMEA/APAC, Vanguard Asset Management

Andrew Gebelin

Investment Stewardship Director – EMEA/APAC, Vanguard Asset Management

Andrew Gebelin is a director in Investment Stewardship, responsible for leading engagements across various sectors and for policy development in the U.K., Europe, the Middle East, and Africa. He joined Vanguard in 2021. Previously, Andrew worked at Glass Lewis & Co., where he was responsible for research, engagement, and stewardship activities related to the U.K., Europe, the Middle East, and Africa. In his 15 years at Glass Lewis & Co., he managed a research staff of more than 100, developed policies on emerging environmental, social, and governance issues, advised institutional investor clients, and engaged with hundreds of companies, industry associations, and regulators.

Investor Relations - Harbour Energy

Kate Patrick

Investor Relations - Harbour Energy

Kate Patrick has over twenty years’ experience working in investor relations both in house and advisory. She began her inhouse career with FSTE 250 Inchcape plc, before moving to FTSE100 Compass Group and was more recently Head of IR at a small cap non standard finance company. She has held roles across size and sector and is currently Investor Relations Lead at FTSE 250 Harbour Energy plc. Her roles have involved advising on M&A communications, debt IR, crisis communications and activist management. Kate graduated from University College London with a First Class degree in Hispanic Literature, was one of the first cohort to sit the Investor Relations Society’s Certificate in IR and more recently completed the Investor Relation’s Diploma in IR.   

Founder and Managing Director, QuantiFire

Charlie Hamlyn

Founder and Managing Director, QuantiFire

Charlie has been working with technologies associated with investor communications for over 20 years. After an early career in the British Army, he initially joined Investis becoming Head of UK Sales and Partnerships in 2003. He later set up Orient Capital’s London office, before spending a brief period in IR consulting, where he realised that the IR community needs better insight, more than it needs advice. A firm believer in listening and innovating to solve problems, Charlie launched QuantiFire in 2013.

Head of Investor Relations Sales - EMEA & APAC, AlphaSense

Alexandria Hall

Head of Investor Relations Sales - EMEA & APAC, AlphaSense

Currently utilising her passion for technology enabled business transformation, Alexandria Hall, has a wealth of experience leading partnerships with Investor Relations, Strategic Finance and Sustainability teams throughout EMEA & APAC at AlphaSense. Alex has supported such teams for the past 6 years, and prior was a business change consultant, now marrying the two Alex is passionate about bringing global IRO leaders together and providing a solution that matches their needs.

Head of Investor Relations, SEGRO

Claire Mogford

Head of Investor Relations, SEGRO

Chair of the Events Committee

Claire joined SEGRO as Head of Investor Relations in October 2018. Prior to this she spent 10 years working in Corporate Access Origination roles at first Goldman Sachs and then Exane BNP Paribas with a focus on Banks, Insurance and Real Estate. She started her career on the Equity Graduate scheme at Goldman Sachs and has a BSc in International Business from the University of Warwick.

Director of Corporate Broking, Goodbody

Charlotte Craigie

Director of Corporate Broking, Goodbody

Charlotte joined Goodbody in 2015 as a Director of Corporate Broking and has been instrumental in setting up the London office and growing the UK business.

Prior to Goodbody, Charlotte worked in Equity Sales as a Pan European Small & Mid Cap Specialist at Bankhaus Lampe,  Unicredit Group, Credit Suisse and Dresdner Kleinwort Wasserstein. Charlotte has over 20 years of investment banking experience providing strategic advice to small & mid cap corporates, institutional investors, in addition to raising capital and investor relations. Charlotte studied Business Studies and German at Trinity College, Dublin. 

Senior Investor Relations Manager, Johnson Matthey

Louise Curran

Senior Investor Relations Manager, Johnson Matthey

Louise joined Johnson Matthey as Senior Investor Relations Manager in 2018. Previously she was part of the Investor Relations team at Janus Henderson – formerly Henderson – where she supported the communication of a transformational, cross-border merger of equals. Prior to this, Louise worked for a strategy consultancy in the financial services sector having initially qualified as a Chartered Accountant with KPMG. Louise completed her MChem in Chemistry at the University of Oxford.

Investor Relations Manager, IHG Hotels & Resorts

Caroline Dawson

Investor Relations Manager, IHG Hotels & Resorts

Since joining the team in 2023, Caroline has led the planning and delivery of IHG’s programme of investor events and roadshows. Prior to this, she held various IR and 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 through better use of technology. Caroline has two young children and is a keen runner.

Head of Investor Relations, Inchcape

Rob Gurner

Head of Investor Relations, Inchcape

Chair of the Conference Committee

Rob joined Inchcape plc, the leading global automotive distributor, as Head of IR in April 2023, have previously been at Plus500, a global fintech group, which he joined in May 2020. Prior to that, Rob spent 3 years as Head of IR at Inmarsat plc, a satellite operator, before which he was Head of Global Investor relations for Tokyo-listed Dentsu Inc, following their acquisition of Aegis plc in 2013, where was Head of IR. Before that, Rob had senior IR roles for Lonmin Plc, a platinum mining business, and G4S plc, a security services company. Before moving into in-house IR, Rob worked for a number of financial communications consultancies, including FTI and Gavin Anderson.

Marina Calero

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.

Group Investor Relations Director, BT Group

Mark Lidiard

Group Investor Relations Director, BT Group

Mark joined the IR team at BT Group in 2017. He has led FTSE 100 listed investor relations teams for more than 20 years, including roles at Powergen, BHP Billiton, Lloyds TSB and BG Group. Mark has been involved in a number of M&A transactions including BHP Billiton’s acquisition of WMC Resources, Lloyds TSB’s purchase of HBOS, the sale of Powergen to Eon and the sale of BG Group to Shell.

Managing Director, UK Industrials & Head of Ireland Investment Banking, J.P. Morgan Cazenove

Richard Walsh

Managing Director, UK Industrials & Head of Ireland Investment Banking, J.P. Morgan Cazenove

Richard joined J.P. Morgan Cazenove in 2004 and currently is a Managing Director in the UK and Irish Industrials Coverage team. Richard also heads up their Investment Banking practice in Ireland. Over his time, Richard has advised on a wide range of transactions in the UK and Ireland across public and private M&A as well as ECM and DCM issuances. Richard has a 1st class honours Bachelor of Engineering degree from Trinity College Dublin.

Responsible Investment Analyst, Legal & General Investment Management

Matthew Courtnell

Responsible Investment Analyst, Legal & General Investment Management

Matthew is a member of the responsible investment team at Legal & General Investment Management, focused on the integration of its ESG philosophy and integration into the investment process across Active Strategies. His responsibilities incorporate a combination of developing our engagement framework, qualitative research and thought leadership around ESG and long-term themes. From a product perspective, Matthew is primarily focussed on the Future World Sustainable UK and European Active Fund range, heavily involved in engagement with corporates, fundamental research and marketing responsibilities. Matthew joined LGIM in 2011 from boutique wealth management business Psigma Investment where he held the title of investment analyst. During his time at Psigma, he was a key member of the UK equity team, making a regular contribution to deep dive research and being involved in asset allocation.

Partner, London (Public Affairs), Brunswick

Jess Frost

Partner, London (Public Affairs), Brunswick

Jess Frost joined Brunswick as a partner in March 2021.

She is a crisis management, public affairs and strategic communications specialist, and has spent her career working with clients to protect and enhance their licence and ability to operate.

Over nearly 20 years, she has supported multiple international clients to audit, test, design and embed structures and capabilities for effective risk and crisis management. She has also coached senior business leaders to anticipate and understand threats to their organisations’ reputation, and has worked with clients across the financial services, pharmaceutical, energy, extractives, retail and industrials sectors to respond to live crisis events. These have included safeguarding incidents, major health and safety failures, and K&R threats.

Managing Director, UK Corporate Broking and Investment Banking, Jefferies

Ed Matthews

Managing Director, UK Corporate Broking and Investment Banking, Jefferies

Ed Matthews is a chartered accountant (Price Waterhouse) with 30 years experience in the investment banking industry. He joined Jefferies in 2018 as a Managing Director in the UK advisory and broking business. Prior to this, Ed has spent 25 years with similar roles at BZW, Credit Suisse, Citigroup, Lehman and Nomura. Whilst at Nomura he was also head of European Retail Coverage for 7 years. Ed has extensive experience of advising UK corporates and doing IPOs and M&A deals across a broad range of different industries in the UK with a bias towards Consumer, Retail, Technology, Leisure and Real estate.

Fund Manager, Polar Capital

George Godber

Fund Manager, Polar Capital

George joined Polar Capital in April 2017 to manage the Polar Capital UK Value Opportunities Fund with Georgina Hamilton. Prior to this, George managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund at Miton Group.

Previously, George co-founded Matterley Asset Management in 2008 and was co-manager of the group’s Undervalued Assets Fund. Before founding Matterley, George was a Director of Equity Sales at Credit Suisse.

Head of Investor Relations, Trustpilot

Derek Brown

Head of Investor Relations, Trustpilot

Prior to joining Trustpilot, Derek held senior positions on both the buy and sell-side of the investment industry, and has built significant corporate experience as a director of investor relations for three prominent UK technology companies listed in the FTSE 250 and FTSE 100. Formerly an equity analyst covering the global technology sector, Derek has particular expertise in the software sector, where he has been involved with a number of high-profile initial public offerings and M&A transactions during his career. Derek also sits on the Best Practice Committee for the Investor Relations Society. He was educated at University College London, and Cambridge University.

Corporate Broking, Deutsche Bank

Chris Byrne

Corporate Broking, Deutsche Bank

Chris is a Managing Director in Corporate Broking at Deutsche Bank. Chris has worked in Investment Banking for almost 25 years, working with a wide range of FTSE100 and FTSE250 clients listed in the UK market, both on a day to day coverage basis but also on a wide range of equity capital markets and M&A transactions.

Co-Founder, InterAxS Global

Lucy Richardson

Co-Founder, InterAxS Global

Lucy worked at Credit Suisse for 15 years, initially working in Equity Sales and then the EMEA Corporate Access Team. Prior to joining Credit Suisse, Lucy spent five years at Citigroup as a European Press Officer.

Co-Founder, InterAxS Global

Cathy Norbury

Co-Founder, InterAxS Global

Cathy worked at Credit Suisse for 20 years, initially working in Equity Research and then the EMEA Corporate Access Team. Prior to joining Credit Suisse, Cathy spent two years in the Equity Sales team at Henderson Global Investors.

Director, Investor Relations, WPP

Anthony Hamilton

Director, Investor Relations, WPP

Anthony Hamilton is Director, Investor Relations for WPP, responsible for all aspects of investor and analyst interaction for the global leader in marketing communications. Prior to this, Anthony was Head of Investor Relations at Vodafone, and before that he led the Investor relations function at Corus. Anthony is also a Governor of a primary school and a Trustee of a charity.

European Equities, Janus Henderson Investors

Tom O’Hara

European Equities, Janus Henderson Investors

Tom O’Hara is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2020. He co-manages the Concentrated Pan Europe Equity, the Continental Europe Equity, Pan Europe Equity, and Concentrated Continental Europe Equity strategies. Before joining the firm as a research analyst in 2018, Tom was an equity research analyst specialising in metals and mining with Exane BNP Paribas from 2016. He held similar mining and steel sector positions with Redburn (Europe) Limited from 2013 and with Citigroup Global Markets from 2010. Before Citigroup, Tom was a metals analyst with Metal Bulletin Research from 2008. He began his career in 2006 in the treasury of Northern Rock plc. Tom received his BA degree (Hons) in economics from Newcastle University. He has 16 years of financial industry experience.

Corporate Advisor, Goodbody

Piers Coombs

Corporate Advisor, Goodbody

Piers has worked in the investment banking industry since graduating from Pembroke College, Cambridge in 1991.  After starting his career as an equity research analyst at BZW, Piers moved to the corporate broking/advisory side of the business in 1996 and has focused ever since on all types of equity linked advice for listed companies raising capital and for those undertaking an IPO, together with roles as financial adviser to offerors and offerees in recommended and hostile takeovers.  Having overseen some sixty equity issues during his three years as Head of European ECM at Canaccord Genuity, Piers joined Goodbody in 2016 with responsibility to build the firm’s corporate client business in the UK and has been involved in most of the firm’s equity transactions for clients over the last six years.

CFO, Molten Ventures

Ben Wilkinson

CFO, Molten Ventures

Ben has been CFO of Molten since 2016. He has over 10 years of experience as a public company CFO.

At Molten Ben has been responsible for building out the balance sheet, through equity and debt financing and broadening the shareholder register. He has developed the finance function and led on Molten’s move to the main market. Prior to Molten, Ben served for five years as CFO of AIM-listed President Energy plc.

Ben is a Chartered Accountant, FCA, with a background in M&A investment banking from ABN Amro/RBS where he was involved with multiple crossborder transactions and corporate financings. Ben is a graduate of Royal Holloway, University of London with a BSc in Economics. 

Company Specialist, Millennium

Ada Feygenson Blum

Company Specialist, Millennium

Ada Feygenson Blum is a Company Specialist with Millennium based in London, UK, where she is focused on establishing and strengthening corporate relationships. Ada is an experienced capital markets and investment professional with over 18 years of experience in portfolio management and equity sales.  Prior to joining Millennium, Ada was a portfolio manager at Pioneer Investments and RP Capital, and she has also held senior sales roles at UBS & Merrill Lynch.  Ada graduated Summa cum Laude from The Wharton School, University of Pennsylvania with a Bachelor of Science in Economics and has a Master of Science from the London School of Economics in Russian and Post-Soviet Studies, with merit.

International ICM Specialist, Barclays

Ed McDonnell

International ICM Specialist, Barclays

Ed Joined the Corporate Access and Corporate Broking teams at Barclays in 2021 to manage international product into the US and Canada.  Prior to this, he was with RBC Capital Markets and Makinson Cowell Investor Relations, where he helped develop proprietary investor targeting methodologies.  Ed has over 20 years of experience helping UK IR programmes in their engagement with the North American capital markets.  He is a devoted father and husband and aspires to remain an avid skier.

IR Manager (US), National Grid

James Flanagan

IR Manager (US), National Grid

Investor Relations, Rolls-Royce

Isabel Green

Investor Relations, Rolls-Royce

An experienced Investor Relations professional, Isabel Green has worked across multiple sectors and geographies over the last 20 years. Currently Head of Investor Relations at FTSE 100 listed Rolls-Royce PLC and with prior IR experience in Oil & Gas, Banking and Travel & Leisure, Isabel has a broad understanding of the numerous challenges that corporates and investors are grappling with in today’s market. Isabel also spent several years as a sellside analyst at UBS, covering mid-cap consumer companies where she developed a core competence building investment cases for a wide range of businesses and critiquing company narratives for the investor audience. 

George Price

Corporate Broker, Numis

Fund Manager, Schroders

Matt Bennison

Fund Manager, Schroders

Matt Bennison has been a Fund manager for Prime UK equity portfolios since 2017. He is the sole fund manager of the Schroder Sustainable UK Equity Fund since April 2019 and co-fund manager since September 2018. Matt has also been the Co-Fund manager of the Schroder UK Alpha Income Fund since March 2020. His investment career commenced in 2012 at Schroders Private Bank (that subsequently became Cazenove Capital), where he worked for the Chief Investment Officer. He joined Prime UK Equity team in 2015 initially as an analyst
Matt is a CFA charterholder and holds a degree in Natural Sciences, Cambridge University and one year Management Studies, Judge Business School, Cambridge

Head of UK Equity Strategy, Investec

Roger Lee

Head of UK Equity Strategy, Investec

Roger Lee is Investec Head of UK Equity Strategy. He has over 25 years equity market experience having started his broking career at Cazenove & Co then at James Capel and latterly at Deutsche Bank. While at Deutsche Bank, Roger also spent several years in Hong Kong selling US and European equities to Asian clients. He has been at Investec since 2015. Roger is a Physics graduate and also a Fellow of the Institute of Chartered Accountants.

Director  - UK Economist, Deutsche Bank

Sanjay Raja

Director - UK Economist, Deutsche Bank

Sanjay Raja is the Chief UK Economist in the European Economics team at Deutsche Bank. His work includes macro forecasting and policy analysis across the UK and is regularly covered by media. Sanjay is ranked as one of the top forecasters for growth, inflation and labour market, according to Bloomberg.

Before joining Deutsche Bank, he worked as an Economist at KPMG and before that spent some time in the public sector. He holds an MSc from the London School of Economics and is also a Chartered Financial Analyst. He is also a researcher for the University of Cambridge (working on regional development policy) and a Fellow of the Royal Society of Arts. 

Partner, Instinctif Partners

Mark Walter

Partner, Instinctif Partners

Mark brings 20 years’ international investor relations experience and he ensures there is alignment between corporate strategies, equity stories and share registers. Mark is sector agnostic and has a long track record of advising mid- and large-cap companies across Europe, the US and emerging markets to raise their profiles and expand their share registers.  Mark has helped to set-up numerous IR departments and he advises on all aspects of executing an IR strategy; from perceptions gathering and investor targeting to managing market expectations, dealing with activists and ensuring all external communications functions work as one.    

Rebecca Dunn

Head of Sustainability, Spectris

Bio to follow. 

Commercial Finance Director, SEGRO

Harry Stokes

Commercial Finance Director, SEGRO

Harry qualified as an accountant with PwC in 2001, and was an equities research analyst covering European real estate companies at Citibank, Evolution Securities and UBS before joining SEGRO in 2013 as Head of Investor Relations. Harry is now Commercial Finance Director at SEGRO, with oversight of equity and debt capital markets and management reporting and financial planning. He is also co-chair of the Responsible SEGRO Driving Group which oversees the delivery of SEGRO's corporate responsibility strategy.

Director - ESG and Non-Financial Assurance, PwC

David Hart

Director - ESG and Non-Financial Assurance, PwC

David is a Director within PwC’s ESG and sustainability assurance group, leading engagements with a number of listed and large private clients across the financial services sector including Real Estate. 

Throughout the last year, David has worked with a number of listed issuers as they have drafted their TCFD disclosures. He has supported a number of PwC’s financial audit teams in reviewing and challenging these, and in considering the wider impact of climate change and ESG on financial reporting. David also leads a number of PwC’s assurance engagements over non-financial subject matter, including KPIs around climate change, diversity and social impacts.

Head of Investor Relations, Jefferies

Margaret Lord

Head of Investor Relations, Jefferies

Margaret is Head of Investor Relations at Jefferies, a leading full-service global investment bank.  Margaret joined Jefferies in 2012 and provides Investor Relation services to Jefferies’ UK Investment Banking clients, including, IR calendar planning, investor targeting analysis, roadshow management and gathering investor feedback.  Previously Margaret was Head of Investor Relations at RBS Hoare Govett which she joined in 2008 from Landsbanki. Margaret graduated from Brunel University with a BSc in Business Studies.

Managing Director, Jefferies

Tony White

Managing Director, Jefferies

Tony is a Managing Director in the UK Corporate Broking and Investment Banking team at Jefferies, a leading full service global investment bank. He has more than 20 years of experience providing regulatory and corporate finance advice to UK companies. Tony has worked with a broad range of clients across many sectors, with a particular focus on TMT, Energy & Natural Resources, Industrials and Financial Institutions and his transaction experience encompasses IPOs, follow on equity and equity linked offerings, restructuring and mergers & acquisitions. Prior to joining Jefferies, Tony was with Merrill Lynch and subsequently Bank of America Merrill Lynch.

Former IR Society Board Member and Chair of the Best Practice Committee

Sallie Pilot

Former IR Society Board Member and Chair of the Best Practice Committee

Co-Chair of the Best Practice Committee

With over 20 years’ experience in corporate communications, Sallie was responsible until recently for setting the strategic integrity of Black Sun’s Insights and external engagement. Active in industry dialogue, regularly engaging with government, regulators and professional bodies to drive the debate in better communications and corporate reporting, she is member of the Financial Reporting Council's Stakeholder Advisory Committee, a former board member of the Investor Relations Society as well as the Chair of the Best Practice Committee, and a member of the Communications Group at Accounting for Sustainability. 

Throughout her career she has been committed to ongoing research on enhanced disclosure and transparency and engagement with wider stakeholders and monitors the FTSE 100 and other global comparators in the pursuit of best practice communications. Sallie has also provided strategic corporate communications consultancy for a range of UK and international clients such as: British Land, Coca-Cola Hellenic, Croda, DBS, Rio Tinto, Shell and the World Bank.

Robert Blackwood

Membership Director, IR Society

bio to follow

James Gilpin

James has been a financial trainer for over 10 years with extensive investment banking and financial training experience. He provides training to graduates and banking professionals in the areas of accounting, corporate finance, capital markets, derivatives, valuation, M&A and financial modelling

After graduating from Cambridge University, James began his career with Arthur Andersen. He later joined HSBC Investment Bank and worked in the Corporate Finance and Advisory Division, assisting in origination and execution of mergers and acquisitions (M&A) and corporate finance transactions. Following HSBC, James joined Merill Lynch International. Here he worked in the Investment Banking Division on such matters as takeovers, equity and debt issues, capital structure analysis and corporate risk management.

Aneta McCoy

Aneta is responsible for State Street Global Advisors’ proxy voting activities, engagement with investee companies and analysis of corporate governance, strategic and sustainability-related issues in the EMEA region. She is also in charge of the annual voting guideline review process at State Street.

Aneta has nearly 16 years of experience in corporate governance and wider ESG, having led a team of ESG research analysts at Institutional Shareholder Services, Inc. (ISS), the world's largest proxy advisory firm. While at ISS, Aneta also led the firm's annual voting policy review process.

Aneta holds a Master's in International Relations and a Master's in Applied Linguistics, both from Warsaw University.

Senior Economist, Head of Forecasting & Stress-Testing Scenarios, NatWest

Marcus Wright

Senior Economist, Head of Forecasting & Stress-Testing Scenarios, NatWest

Marcus Wright is a Senior Economist, Head of Forecasting & Stress-Testing Scenarios at NatWest where he analyses economic dynamics to inform the Bank’s strategy. He heads up the forecasting and stress-testing scenarios team and has over 15 years professional experience as an economist. He has previously worked for an investment trust and an economic development consultancy. His particular areas of interest are the UK economy, monetary policy, China and global financial developments. He has a first class degree in economic science from the University of Aberdeen

Senior Investor Relations Manager - Imperial Brands plc

Jennifer Ramsey

Senior Investor Relations Manager - Imperial Brands plc

Jennifer joined Imperial Brands in April 2021 and serves as Senior Investor Relations Manager of Imperial Brands plc. Prior to joining Imperial, she worked as Head of Investor Relations at Rolls-Royce plc and Senior plc. She has twenty years’ experience as a fund manager directing investments for both institutional and private clients in both the UK and the US. She is a CFA Charterholder, has an MBA from London Business School and is a Chartered Civil Engineer. She studied Civil Engineering at Imperial College, London and has an MSC in Soil Mechanics and Engineering Seismology from the same institution. She is a trustee and chair of the Audit & Risk Sub-Committee at the Cyclopark Trust in Kent, Europe’s largest cycling facility.

Insights & Engagement Director - Design Portfolio

Dan Redman

Insights & Engagement Director - Design Portfolio

Co-Chair of the Best Practice Committee

Daniel Redman is Director of Insights and Engagement at corporate communications consultancy, Design Portfolio. Daniel’s experience is in advising corporates on improving dialogue with investors, engagement with key stakeholders and effectively communicating their purpose and ability to create sustainable value to the outside world. Daniel has been an active member of the IR society for over 10 years and is a member of the QCA Governance Expert Group and a CSE Certified Sustainability Practitioner. He also holds the Certificate in Investor Relations and frequently runs thought leadership campaigns in both the corporate comms and sustainability space.

Head of IR - Ecora Resources

Geoff Callow

Head of IR - Ecora Resources

Co-Chair of the Best Practice Committee

Geoff has been Head of IR at Ecora Resources plc since April 2022. He has spent over 20 years in equity market communications in both in-house and consultancy roles. Prior to joining Ecora he was a Director of the IR Consultancy, Equitory having previously spent 14 years as a Head of IR in the oil & gas space. Before becoming an in-house IR professional Geoff spent seven years in financial PR. Geoff is an Alumni of the Deliver programme and has obtained the Diploma IR.

Markets Policy, The FCA

Stephen Hanks

Markets Policy, The FCA

Stephen has worked for various UK public authorities over the last 30 years, focusing on financial services since 2002. Currently he is a member of the Trading and Wholesale Conduct Policy Team at the FCA working on issues related to the UK MiFID framework.

Gareth Hayward

Director of Private Clients, Charles Stanley & Co

Gareth Hayward is a Director of Private Clients at Charles Stanley & Co. Ltd, one of the UK’s foremost wealth managers. He joined Charles Stanley in 1999 after a career spanning 18 years in corporate broking and corporate finance. He has a law degree from Cambridge University, is a Fellow of the Chartered Securities Institute and sits on the Finance and Resources Board of the Royal Society of Chemistry. He sings with the Fairhaven Singers in Cambridge, having once been Head Chorister at Christ Church Cathedral in Oxford, where he met both WH Auden and Sir William Walton.

Investor Relations Director, Phoenix Group

Andrew Downey

Investor Relations Director, Phoenix Group

Andrew joined Phoenix Group as Investor Relations Director in January 2021 and leads the Investor Relations function for the Group. Prior to that Andrew was Head of Investor Relations at Virgin Money UK for three years and prior to that, had spent the early part of his career at Lloyds Banking Group and Bank of America Merrill Lynch gaining senior experience across a broad spectrum of finance including investor relations, treasury, financial planning and analysis, product control and financial reporting. 

Andrew holds an MSc in Finance from London Business School, is a qualified accountant through the Chartered Institute of Management Accountants and holds the AMCT designation from the Association of Corporate Treasurers.

Director of Postgraduate Taught programmes at Loughborough Business School

Kenneth Lee

Director of Postgraduate Taught programmes at Loughborough Business School

Kenneth is a Professor in the Accounting and Finance research group of Loughborough Business school and the Director of Postgraduate Taught programmes. Prior to this he was an Associate Professorial Lecturer at the London School of Economics and Political Science, for 5 years. He is a member of the Capital Markets Advisory Committee (CMAC), a body supported by the IFRS Foundation, which interprets proposed accounting changes from the perspective of capital market participants.


Before academia Kenneth was a Managing Director & Head of European Equity Research at Barclays Capital, where he worked for 8 years before leaving in August 2017 to take up a number of academic positions. Prior to this he was also a Managing Director and a ranked accounting and valuation analyst at Citi Investment Research in London. During this time Kenneth published extensively on accounting and valuation topics for investors and was ranked in the top 3 in the Institutional Investor Survey over more than a continuous 10-year period.


He holds a doctorate from Aston Business School, a Fellow of the Institute of Chartered Accountants, a member of the Institute of Taxation and a CFA Charterholder.  He is the co-author of Financial Statement Analysis under IFRS (2018, 6th Ed.) and Company Valuation under IFRS (2020, 3rd ed.).

Senior Director, FTI Consulting

Ben Craig

Senior Director, FTI Consulting

Ben Craig is a Senior Director at FTI Consulting. He is a member of the Digital and Insights team and seated in FTI’s Strategic Communications segment and is based in London. Mr Craig has ten years of communications, digital strategy, and digital investor relations experience and provides expert consultancy to large businesses, NGOs, and individuals whose issues and objectives intersect communications and digital strategy. 

He joined FTI from the UK’s largest digital campaigning group 38 Degrees, where he ran blended advocacy campaigns on the major issues of the day using sophisticated digital techniques. Prior to this he was a member of Fleishman Hillard’s Corporate and Public Affairs team working with a variety of clients including the BBC, Apple and Nestle on their internal and external communications strategies. At the forefront of FTI’s digital investor relations work, he has recently spearheaded a piece of research that ‘decodes’ the new retail investor, profiling who these new investors are, how they behave and their preferences.

Managing Partner, Investor Update

Patrick Mitchell

Managing Partner, Investor Update

Patrick is an industry leader and innovator with over 30 years of industry experience and has been specialising in shareholder intelligence since 1989. He is a pioneer in the business, co-founding Capital Precision in 2005 and serving as a founding partner at Ilios Europe prior.

Additionally, Patrick led the share register and European share identification teams at Thomson Reuters. He is considered a world expert in shareholder analysis, investor targeting and market surveillance, with experience in both financial calendar IR programs and on corporate transactions such as IPOs, M&A deals, and Depositary Receipt program activity. Patrick is also a well-regarded corporate mentor.

Head of Corporate Access, Morgan Stanley

Daniel Gavaria

Head of Corporate Access, Morgan Stanley

Daniel has led the North America Corporate Access efforts for Morgan Stanley since October 2015. The team is currently ranked #2 by II and has consistently been top 3 for nearly a decade. Daniel joined Corporate Access in January 2012 to run TMT Corporate Access where he helped position the flagship San Francisco TMT conference as the premier global TMT investor event. Prior to Corporate Access, Daniel spent seven years in Equity Research as a Vice President on the US Telecom Services Research team. Before joining Morgan Stanley, Daniel worked in investment banking at ABN AMRO and Deutsche Bank. He holds a Masters Degree in International Affairs from Columbia University.

CEO, CorpAxe

Mark Pellegrino

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. 

Portfolio Manager, RWC Partners

John Teahan

Portfolio Manager, RWC Partners

John is a partner and portfolio manager with RWC Partners, managing equity funds with a ‘value’ investment style. He leads on sustainability issues and engagement with portfolio companies for the Equity Income & Value Team. Previously he worked at Schroders where he co-managed a number of UK, global and European equity income funds. He started his career in 2000 with Bank of Ireland Asset Management. He is a CFA Charterholder and a graduate of Trinity College Dublin.

Senior Specialist, UN Sustainable Stock Exchanges Initiative

Siobhan Cleary

Senior Specialist, UN Sustainable Stock Exchanges Initiative

Siobhan is currently working as a senior specialist with the UN Sustainable Stock Exchanges initiative, focused on topics of climate change and gender equality. Prior to joining the SSE, Siobhan served as a member of the Informal Technical Expert Group of the Task Force on Nature-related Financial Disclosures, and acted as technical editor for a book on “ESG Investing for Dummies”. 

Previously, Siobhan was Director of Capital Markets Engagement for the Global Reporting Initiative, and Head of Research and Public Policy at the World Federation of Exchanges (WFE).  During her time at the WFE she was responsible for promoting sustainability among the member exchanges and leading research on the role of stock exchanges in promoting sustainable development, in collaboration with UNCTAD. Siobhan is also a non-executive director on the Board of the Johannesburg Stock Exchange (JSE), a position she has held since early 2020.

Siobhan has an LLB and an MBA from the University of Cape Town, an MA in International Relations and Economics from the Johns Hopkins University SAIS and an MSc in Climate Change from King’s College, London. She is also a Yale World Fellow of 2011.

Investor Relations Coordinator, Serco Group

Charlotte Ayres

Investor Relations Coordinator, Serco Group

Charlotte is responsible for running the investor targeting, corporate access and roadshows programmes at Serco. Prior to joining Serco, Charlotte was a senior member of the Investor Relations Team at JP Morgan where she worked for over 8 years, advising FTSE 100 and FTSE 250 corporates across a range of sectors. She holds a degree in Modern Languages from the University of Durham.