IR Webinar: Are you prepared for your AGM?

In readiness for the upcoming 2024 AGM season, this webinar will discuss the key themes for both companies and institutional investors going into AGM season. The session will cover:

  • Understanding the key themes for the season: 
    • Board / Director Elections, Accountability, Diversity, Cyber risk
    • Remuneration / market competitiveness, disclosure, and transparency, ESG metric implementation
    • Say on climate / transition plans
  • How to prepare for your AGM / practical insights and avoiding pitfalls
    • Stakeholder engagement, activist awareness, policy and proxy advisor updates
  • Looking beyond the AGM

Moderator: Alison Owers

Senior Managing Director, Morrow Sodali

Senior Managing Director, Morrow Sodali

Alison joined Morrow Sodali in February 2023 as Managing Director of the UK. She is responsible for designing and overseeing the UK strategy and providing a broad range of ESG and shareholder engagement services to global clients. Before joining Morrow Sodali, Alison spent 12 years at Orient Capital and D.F. King Ltd in various senior leadership roles in the UK and EMEA and most recently as their Global CEO, working with some of the world’s largest companies to support shareholder engagement and investor relations activities. Prior to this, she spent seven years at Capita plc as their Head of Investor Relations Services before being promoted to Managing Director of IR Services and previously Alison managed the UK Client reporting team at Investment Bank, Dresdner Kleinwort Wasserstein, specialising in shareholder analytics for UK large/mid cap companies.  Alison has a French & German Languages degree and began her IR career working in-house for a mining company in Canada.  She was appointed as a Board Member of the UK IR Society in 2014 and is responsible for chairing their Membership Committee.

Guest speaker: Richard O’Connor

Global Head of Investor Relations, HSBC Holdings

Global Head of Investor Relations, HSBC Holdings

IR professional with over twenty years experience, latterly at HSBC. Now semi retired from December 2023,  Richard is an IR consultant for two mid size companies. Richard has a broad background within the finance sector. After graduating in 1990, he joined United Dominions Trust (Finance House) (now Lloyds Bank Asset Finance) where he held a number of positions in the credit and finance divisions. In 1993, he joined Clerical Medical Investment Management (Fund Management House) as an equity investment analyst, specialising primarily in UK banks. He became Head of UK Equity Research in 1997 and Head of Global Research retaining direct responsibility for bank sector analysis, in 2000. During this time he was also a portfolio manager, latterly managing the top performing £5bn UK Equity portfolio for Clerical Medical’s With-Profit Fund.

He is a member of both the Chartered Institute of Management Accountants and the UK Chartered Financial Analyst (CFA) Society.

Richard started with the Royal Bank of Scotland Group Plc (now NatWest), as Head of Investor Relations at the end of April 2003. Richard joined HSBC as Global Head of Investor Relations in October 2016. He is a Non Executive Director of two companies, HSBC Latin America Holdings (a principal subsidiary of HSBC) and LilyBee Limited (a small private health and wellness product manufacturer)

Guest speaker: Ruth Odih

Assistant Company Secretary, Centrica

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.

Guest speaker: Max Purcell

Director, Corporate Governance, Morrow Sodali

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. 

Dates

  • 12.00pm to 1.00pm Tuesday 12 March, 2024

Location

  • Online

With thanks to our Events Programme Sponsor

Open to all Members and Non-members

Book now

  • Free to Members
    £0
  • Non-members - £25 + VAT
    £30

IR Networking: Senior IRO Breakfast

This series of in-person networking events is designed to allow Senior IROs to share ideas and engage in peer group discussion in an informal environment. The event will be attended by in-house-IR practitioners along with a member of the IR Society Board and Executive Team. 

Please note, as numbers are limited, priority will be given to those who have not previously attended. Chatham House rule will apply.

Moderator: Laura Hayter

CEO, IR Society

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 ten years. Laura has over 19 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. 

Moderator: Ross Hawley

Head of Investor Relations - Redde Northgate

Head of Investor Relations - Redde Northgate

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 Rolls-Royce, where he was Assistant Director of IR; and 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 a number of smaller companies, and recently was Sustainability Manager for Virgin Atlantic before heading the IR activities at FTSE250 Redde Northgate. He is a graduate of Cambridge University.

Dates

  • 8.15am to 9.45am Tuesday 19 March, 2024

Location

  • The Folly, 41 Gracechurch Street, EC3V 0BT

With thanks to our Events Programme Sponsor

Exclusive to Corporate Members

Book now

  • Free to Premium Members
    £0
  • Corporate Members - £25 + VAT
    £30

IR Webinar: Navigating ESG reporting requirements and investor expectations

UK companies are under an increasing amount of pressure to disclose ESG-related information from external stakeholders. There is a labyrinth of legislation and reporting frameworks with which companies are expected to comply, whether it is required by regulators (Taskforce Climate-related Financial Disclosures (TCFD)) or expected by investors (International Sustainability Standards Board (ISSB)).

To help navigate this complex landscape, this webinar will explore

  • The context and development of the UK’s Sustainability Disclosure Standards (SDS)
  • The importance of an effective Governance structure and how investors utilise stewardship and escalation as tools to manage ESG-related issues
  • How UK companies comply or explain vs best practice developments and engage with their shareholders
  • How other markets are approaching sustainability reporting, and its impact on AGMs

Moderator: Hal Dewdney

ESG Consultant, Georgeson

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. 

Dates

  • 12.00pm to 1.00pm Wednesday 27 March, 2024

Location

  • Online

With thanks to our Events Programme Sponsor

Open to all Members and Non-members

Book now

  • Free to Members
    £0
  • Non-members - £25 + VAT
    £30

IR Networking: IRO Breakfast

This series of in-person networking events is designed to allow IROs to share ideas and engage in peer group discussion in an informal environment. IROs at every stage of their career are welcome to attend but we would encourage IR leaders to join the Senior IRO specific breakfasts. 

The event will be attended by in-house-IR practitioners along with a member of the IR Society Board and Executive Team. 

Please note, as numbers are limited, priority will be given to those who have not previously attended. Chatham House rule will apply.

Moderator: Laura Hayter

CEO, IR Society

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 ten years. Laura has over 19 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. 

Moderator: Jane Henderson

Investor Relations Manager, BAT

Investor Relations Manager, BAT

Jane was a Senior Investor Relations manager at Tesco, joining in 2020 to lead their Investor Engagement programme. Prior to this, she worked in the City for 20 years, at Citigroup and Exane BNP Paribas. Jane worked in Equity Research at Citigroup, before moving into Corporate Access, working in both New York and London. She moved to Exane BNP Paribas in 2011, providing corporate access and IR advisory services to their corporate clients. Jane has a PhD in Animal Behaviour from Bristol University.

Dates

  • 8.15am to 9.45am Thursday 18 April, 2024

Location

  • TBC - Central London

With thanks to our Events Programme Sponsor

Exclusive to Corporate Members

Book now

  • Join the Waitlist: Free to Premium Members
    £0
  • Join the Waitlist: Corporate Members - £25 + VAT
    £30

IR Networking: Senior IRO Breakfast

This series of in-person networking events are designed to allow Senior IROs to share ideas and engage in peer group discussion in an informal environment. The event will be attended by in-house-IR practitioners along with a member of the IR Society Board and Executive Team. 

Please note, as numbers are limited, priority will be given to those who have not previously attended. Chatham House rule will apply.

Moderator: Laura Hayter

CEO, IR Society

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 ten years. Laura has over 19 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. 

Moderator: Douglas Radcliffe

Group Investor Relations Director - Lloyds Banking Group

Group Investor Relations Director - Lloyds Banking Group

Douglas Radcliffe - Group Investor Relations Director, Lloyds Banking Group

Douglas is Group Investor Relations Director at Lloyds Banking Group, having led the team for the last eight years and been a senior member of the team at Lloyds Bank and subsequently Lloyds Banking Group for the last fifteen years.  Prior to joining the Investor Relations team Douglas held management positions within Group Strategy, Group Risk and Private Banking having initially joined Lloyds Bank on the graduate development programme. 

Douglas was elected to the Board of the IR Society in 2016.

Dates

  • 8.15am to 9.45am Tuesday 14 May, 2024

Location

  • The Wolseley City, 68 King William Street, EC4N 7HR

With thanks to our Events Programme Sponsor

Exclusive to Corporate Members

Book now

  • Free to Premium Members
    £0
  • Corporate Members - £25 + VAT
    £30

IR Webinar: Digital communications for your IR strategy

Time and date to be confirmed

As established digital communication channels continue to shift to address the needs of all stakeholders and companies look to exert their presence across them, this webinar will focus on the opportunities digital communications and social media can offer IROs.

Exploring areas such as the effectiveness of social media strategies, how to do it well and case studies, this webinar aims to be informative and practical, offering valuable insights, myth bust, and provide key takeaways to support IROs in their ever-growing roles. 

Moderator: Alistair de Kare-Silver

Independent

Independent

Alistair joined H/Advisors Maitland in 2022 where he specialised in Investor Relations, financial PR, ESG, corporate reputation, crisis and issues management. He advised a number of FTSE 250 and main market companies across the insurance, business services, technology and real estate sectors. Prior to H/Advisors Maitland, Alistair worked in the capital markets team at MHP Communications where he advised companies across the leisure and retail sectors and worked on numerous transactions including placings, M&A, IPOs, restructurings and disposals. Before MHP, Alistair worked at two boutique financial communications firms specialising in high growth, AIM listed companies. He holds both The Certificate and The Diploma in Investor Relations. Alistair has a degree in International History and Politics from the University of Leeds.

Dates

  • 12.00pm to 1.00pm Monday 20 May, 2024

Location

  • Online

With thanks to our Events Programme Sponsor

Open to all Members and Non-members

Book now

  • Free to Members
    £0
  • Non-members - £25 + VAT
    £30

Annual Conference 2024

IR: Moving the dial - Navigating a fast-evolving investment landscape

Book your early bird tickets now for the IR Society's Annual Conference 2024.   

IR: Moving the dial - Navigating a fast-evolving investment landscape will cover the key trends, issues and opportunities facing Investor Relations, as IR practitioners lead the way and continue to shapeshift and adapt. This is against a backdrop of a variety of changes which are impacting key constituents of the investment community, including trends in the UK listing environment, the changing shape of asset management, as well as AI and innovation.

The conference will look to address the key challenges and opportunities for IRO’s working across a diverse range of company sizes and sectors, and provide insight and practical takeaways for IR practitioners to consider in their own roles. This flagship event in the IR calendar aims to ensure that IR professionals stay relevant and well equipped to navigate a fast changing operating environment.

Planning is now well underway for the 2024 event and the conference website will be updated with news, speakers and the conference programme as announcements are made, so check back for updates.

Early bird tickets: Member: £640 + VAT | Non-member: £800 + VAT. Must end on 31 March 2024. 

Book now

Dates

  • 8.00am to 6.00pm Wednesday 12 June, 2024

Location

  • IET: Savoy Place, 2 Savoy Place, London, WC2R 0BL

Open to all Members and Non-members

Book now

AGM & Summer Networking

Save the date for the 2024 AGM and summer networking event

Further details to be announced

Dates

  • 6.00pm to 9.00pm Tuesday 25 June, 2024

Location

  • TBC - Central London

With thanks to our Events Programme Sponsor

Exclusively for Members

Book now

  • Free to Members
    £0

IR Networking: IRO Breakfast

This series of in-person networking events is designed to allow IROs to share ideas and engage in peer group discussion in an informal environment. IROs at every stage of their career are welcome to attend but we would encourage IR leaders to join the Senior IRO specific breakfasts. 

The event will be attended by in-house-IR practitioners along with a member of the IR Society Board and Executive Team. 

Please note, as numbers are limited, priority will be given to those who have not previously attended. Chatham House rule will apply.

Moderator: Laura Hayter

CEO, IR Society

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 ten years. Laura has over 19 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. 

Moderator: Bethany Barnes

Director of Investor Relations - Dr. Martens Plc

Director of Investor Relations - Dr. Martens Plc

Bethany has been Director of Investor Relations at Dr. Martens Plc since its IPO in February 2021. Prior to this Bethany held the same role at Domino’s Pizza Plc and N Brown Group Plc. Bethany previously worked as a sell-side analyst covering European General Retail at both Berenberg and Investec, and for capital markets advisory firm Makinson Cowell. She is a CFA charterholder.

Moderator: Holly Gillis

Head of Investor Relations - Diploma

Head of Investor Relations - Diploma

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. 

Dates

  • 8.15am to 9.45am Thursday 4 July, 2024

Location

  • TBC - Central London

With thanks to our Events Programme Sponsor

Exclusive to Corporate Members

Book now

  • Free to Premium Members
    £0
  • Corporate Members - £25 + VAT
    £30

IR Networking: Pub Quiz

The IR Society pub quiz returns for another fun-filled and intellectually stimulating evening for IR professionals to come together and showcase their knowledge, build connections, and catch up with their peers. 

It's a fantastic opportunity to network across the membership and meet the executive team over some friendly competition.

Members are welcome to register as a full team with non-member colleagues and peers or as individuals to be assigned teams on the night. 

Agenda

18:00 - 18:30: Arrival, drinks, bar snacks and networking

18:30: Quiz begins 

20:30: Winners announced

20:30 - 21:00: Networking

Dates

  • 6.00pm to 9.00pm Tuesday 24 September, 2024

Location

  • TBC - City of London

With thanks to our Events Programme Sponsor

Exclusive to Members

Book now

  • Free to Member
    £0

IR Networking: Senior IRO Breakfast

This series of in-person networking events are designed to allow Senior IROs to share ideas and engage in peer group discussion in an informal environment. The event will be attended by in-house-IR practitioners along with a member of the IR Society Board and Executive Team. 

Please note, as numbers are limited, priority will be given to those who have not previously attended. Chatham House rule will apply.

Moderator: Laura Hayter

CEO, IR Society

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 ten years. Laura has over 19 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. 

Moderator: Rob Gurner

Head of Investor Relations, Inchcape

Head of Investor Relations, Inchcape

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.

Moderator: Douglas Radcliffe

Group Investor Relations Director - Lloyds Banking Group

Group Investor Relations Director - Lloyds Banking Group

Douglas Radcliffe - Group Investor Relations Director, Lloyds Banking Group

Douglas is Group Investor Relations Director at Lloyds Banking Group, having led the team for the last eight years and been a senior member of the team at Lloyds Bank and subsequently Lloyds Banking Group for the last fifteen years.  Prior to joining the Investor Relations team Douglas held management positions within Group Strategy, Group Risk and Private Banking having initially joined Lloyds Bank on the graduate development programme. 

Douglas was elected to the Board of the IR Society in 2016.

Dates

  • 8.15am to 9.45am Tuesday 8 October, 2024

Location

  • TBC - Central London

With thanks to our Events Programme Sponsor

Exclusive to Corporate Members

Book now

  • Free to Premium Members
    £0
  • Corporate Members - £25 + VAT
    £30

IR Networking: IRO Breakfast

This series of in-person networking events is designed to allow Senior IROs to share ideas and engage in peer group discussion in an informal environment. IROs at every stage of their career are welcome to attend but we would encourage IR leaders to join the Senior IRO specific breakfasts. 

The event will be attended by in-house-IR practitioners along with a member of the IR Society Board and Executive Team. 

Please note, as numbers are limited, priority will be given to those who have not previously attended. Chatham House rule will apply.

Moderator: Laura Hayter

CEO, IR Society

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 ten years. Laura has over 19 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. 

Dates

  • 8.15am to 9.45am Thursday 7 November, 2024

Location

  • TBC - Central London

With thanks to our Events Programme Sponsor

Exclusive to Corporate Members

Book now

  • Free to Premium Members
    £0
  • Corporate Members - £25 + VAT
    £30

Best Practice Awards 2024

Save the date for the 2024 Best Practice Awards

Further details to be announced. 

Dates

  • 5.30pm to 12.30am Tuesday 26 November, 2024

Location

  • Royal Lancaster, Lancaster Terrace, W2 2TY

Open to all Members and Non-members

Book now