IR Masterclass: Targeting and Engaging with Different Stakeholders

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In an increasingly global investment market it is important for Investor Relations teams to consider a wide range of geographies and investment styles when planning their annual outreach programme. Engaging with different pools of capital can help to maintain liquidity and enhance the shareholder register.

This in-person IR Masterclass will cover a selection of traditional investor bases as well as additional ones that have emerged as important considerations for UK plcs.  Experts will share their insights on: US investor sentiment towards UK stocks given the perceived valuation gap, and trends post-Trump inauguration; Retail  investors and the increasing importance of engaging with this stakeholder group; The evolving Middle East investor landscape and recent trend for hedge funds openings; The French investor base and how best to engage given its strong ESG focus.
The roundtable discussion format will also provide you with lots of opportunities to share thoughts and network with your peers.

Agenda

08:30 - Registration, networking and breakfast

09:00 - Welcome and introductions 

09:10 - Roundtable discussions 

10:45 - Thank you and close

Networking until 11:00

Moderator: Sarah Bellamy

Investor Relations, Harbour Energy 

Sarah Bellamy has worked in the IR profession for two decades. She joined the IR team at Harbour Energy in 2024 to manage their investor outreach programme, having previously spent 15 years in a similar role at NatWest Group. Before moving in-house, Sarah gained her experience on the service side of IR. In her first role she gained extensive knowledge of the City and roadshow coordination working with clients on their private client broker access. During this time Sarah gained the Certificate of IR qualification. She then spent time in corporate finance working in JPMorgan Cazenove’s IR team and project management at IR consultancy Imagination Investor Communications. Sarah has a degree in Engineering from Durham University and a Certificate of Higher Education in Astronomy from University College London.

Moderator: Jane Henderson

Investor Relations Manager, BAT

Jane is an experienced IRO with both an in-house and advisory background. Jane joined the Investor Relations team at BAT in 2023, after working in the Investor Relations team at Tesco. Originally on the sell-side, Jane worked in the City for 20 years – at Citigroup (Equity Research and Corporate Access, working in both New York and London) and then Exane BNP Paribas, providing Corporate Access and IR advisory services to their corporate clients. Jane has a PhD in Animal Behaviour from Bristol University.

Guest speaker: Benoit Chastel

Corporate Access - Director, Citigroup

Benoit joined Citigroup in Paris in July 2024 as head of Continental European Corporate Access Origination. Previously, he was Investor Relations Manager at Coface, a credit insurance corporate (€2.5bn mkt cap). And before that, Benoit was corporate access at Oddo BHF and Cheuvreux. He started his career in New York at Access International Advisors (a third-party marketer selling US Hedge fund to European investors). He is a member of the CLIFF, the French IR association.

Guest speaker: Tamsin Matthews

Corporate Access Origination - Director, Citigroup

Tamsin has over 25 years working in the financial sector, starting her career as an intern at American Express in New York.  Upon returning to the UK she worked in the UBS Corporate Broking Team with an emphasis on shareholder analysis, market colour and roadshow planning & targeting.  After leaving UBS she worked for Merrill Lynch and then for the last 14 years at Citigroup, focusing on Investor Relations and Corporate Access.  She has a strong background in Emerging Markets but in her current role she focuses on Healthcare, Chemicals, Business Services, ESG and Paper and Packaging origination.

Guest speaker: 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.

Guest speaker: Fraser Thorne

Founder and Chief Executive - Edison Investment Research

Fraser founded Edison in 2003, building it into a leading content-led investor relations business operating across major capital markets. Prior to this, he managed Newton Investment Management’s UK Smaller Companies Fund, achieving top-decile performance. With extensive experience in equity markets, Fraser works closely with Edison’s operations across the Asia-Pacific, Germany, and the UK, bringing a global perspective to investor engagement. He holds an MBA, is a member of the CFA Institute, and serves on the board of the Investor Relations Society.

Dates

• 8.30am to 11.00am Tuesday 1 April, 2025

Location

• BAT, Globe House, 4 Temple Place, London WC2R 2PG

Open to all Members and Non-members

Book now

• Free to Members
  £0
• Affiliate Members - £50 + VAT
  £60
• Non-members - £100 + VAT
  £120

IR Webinar: Are you ready for your AGM?

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As companies prepare for their 2025 AGMs in May, June and beyond, we take a look at what has happened so far during the 2025 AGM season in the UK, across Europe and across the Atlantic. Further speakers to be confirmed soon.

- Key themes from the UK 2025 AGM season so far:

• ISS/GL and investor updates
• Executive remuneration and implications of 2024 AGM season outcomes
• Continued focus on board composition
• Increased focus on capital authorities
• Contested AGM votes

- Developments across Europe and globally:

• Virtual-only AGMs receive more scrutiny
• Developments on Say on Climate and non-financial reporting votes
• Pressure on executive remuneration
• Increased focus on DEI initiatives and disclosures

Moderator: Daniele Vitale

Head of ESG UK & Europe, Georgeson

Daniele joined Georgeson in 2010 and specialises in corporate governance, executive remuneration and ESG analysis. Daniele has more than twenty years of experience advising institutional investors and corporations on corporate governance, executive remuneration, ESG and proxy voting issues. At Georgeson he leads the 12-member European ESG and governance advisory team as well as editing numerous publications, including Georgeson’s annual European AGM Season Review. Previously he worked as Senior Researcher at PIRC Ltd, a London-based proxy advisory firm, and at Institutional Shareholder Services (ISS) and Deminor in Brussels. Daniele is Italian and is fluent in English, Italian, French, German and Spanish.

Guest speaker: 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.

Guest speaker: 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.

Dates

• 12.00pm to 1.00pm Tuesday 29 April, 2025

Location

• Online - Zoom

Open to all Members and Non-members

Book now

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

IR Webinar: CSRD in focus - Lessons and Insights from First Reporters

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In this webinar, the team at Emperor will share the latest developments and best practice from the first reporters on CSRD and hear insights and tips from companies that have already started on their reporting journey.

This webinar will explore:

• The ongoing developments and updates to CSRD reporting including the latest from the Omnibus proposal.
• An analysis of recent Euronext reporting, identifying trends in CSRD-aligned sustainability reporting and recommendations for reporters.
• The importance of meaningful, measurable, and managed sustainability practices and reporting and the value this creates.
• The key challenges and opportunities for companies aligning or preparing to align with CSRD requirements
• Insights, advice and recommendations to help companies as they prepare to report against CSRD.

More speakers to be confirmed soon.

Moderator: Jenni Fulton

Managing Partner - Emperor

Jenni Fulton is the Managing Partner at Emperor, the UK's largest employee-owned strategic and creative communications consultancy. With over 20 years of experience in corporate communications, Jenni has collaborated with numerous listed organisations to enhance their investor engagement, reporting, and corporate communications. Her expertise spans multiple sectors, from large-cap multinationals through to growth companies new to listed life. Jenni leads the Emperor teams across London, Birmingham and Manchester and is passionate about pushing the agenda for clearer, more relevant and connected stakeholder communications.

Guest speaker: Oliver MacMahon

Dates

• 12.00pm to 1.00pm Tuesday 6 May, 2025

Location

• Online - Zoom

Open to all Members and Non-members

Book now

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

IR Networking: Annual Reporting Takeaways and Lunch in Leeds

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We are pleased to offer this in-person regional roundtable, kindly hosted by MUFG Corporate Markets, to bring together a small group of IRO’s to discuss key takeaways from annual reporting season and offer an opportunity for an open discussion. Chaired by Josh Sparks, Head of Partnerships & Intermediaries at MUFG Corporate Markets, we will hear from Jenni Fulton, Managing Partner at Emperor Works who will share her insights on this topic and provide some useful tips for IRO’s to take forward. There will also be networking opportunities and lunch provided.

This event is for IR Society IRO members and non-members only. Please note, places are limited and will be on a first come, first served basis. Chatham House rule will apply.

Agenda

12:00 – 12:30: Registration and networking 
12:30 – 13:30: Roundtable discussion 
13:30 – 14:00: Networking

Lunch will be provided during the event. 

Moderator: Josh Sparks

Head of Partnerships and Intermediaries, Corporate Markets EMEA, MUFG Corporate Markets

Josh joined MUFG Corporate Markets in 2024 as Head of Partnerships and Intermediaries. With over a decade of Capital Markets experience, across Share Registration, Investor Relations, and Corporate Governance Josh is responsible for fostering relationships and driving strategic initiatives and partnerships in the Capital Markets ecosystem.

Guest speaker: Jenni Fulton

Managing Partner - Emperor

Jenni Fulton is the Managing Partner at Emperor, the UK's largest employee-owned strategic and creative communications consultancy. With over 20 years of experience in corporate communications, Jenni has collaborated with numerous listed organisations to enhance their investor engagement, reporting, and corporate communications. Her expertise spans multiple sectors, from large-cap multinationals through to growth companies new to listed life. Jenni leads the Emperor teams across London, Birmingham and Manchester and is passionate about pushing the agenda for clearer, more relevant and connected stakeholder communications.

Dates

• 12.00pm to 2.00pm Tuesday 13 May, 2025

Location

• MUFG Corporate Markets Office, Central Square, 29 Wellington St, Leeds LS1 4DL

Open to IRO members only

Book now

• Free to IRO members and non-members
  £0

IR Networking: New to IR Breakfast

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This breakfast event is aimed at those who are starting out in an inhouse investor relations role, or for those currently within junior roles who wish to progress their careers. This informal, in-person networking event is designed to facilitate peer discussions, the sharing of ideas and to help participants build their networks. 

This event is for IR Society IRO members only. Premium members can attend for free if their allowance allows; for other members a fee of £25+VAT will apply.

Please note, numbers are limited and places will be allocated on a first come, first served basis. Chatham House rule will apply.

Dates

• 8.15am to 9.45am Thursday 15 May, 2025

Location

• City of London, Venue TBC

Exclusive to Corporate Members

Book now

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

Annual Conference 2025

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Take advantage of the Early Bird Rate now, until 31 March 2025. Programme coming soon.

Book your early bird tickets now for the IR Society's Annual Conference 2025.   

Early Bird: Member: £710+ VAT | Non-member: £885 + VAT. (These rates are applicable until 31 March 2025)

Book now

Dates

• 8.00am to 7.00pm Tuesday 10 June, 2025

Location

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

Open to all Members and Non-members

Book now

IR Networking: Corporate Access Breakfast

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This breakfast event is aimed at those wishing to discuss corporate access issues with their peers. This informal, in-person networking event is designed to facilitate peer discussions, the sharing of ideas and to help participants build their networks. 

This event is open to both IRO and Coporate Access members. Premium members can attend for free if their allowance allows; for other members a fee of £25+VAT will apply.

Please note, numbers are limited and places will be allocated on a first come, first served basis. Chatham House rule will apply.

Dates

• 8.15am to 9.45am Thursday 3 July, 2025

Location

• City of London venue TBC

Open to IRO's and Corporate Access members

Book now

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

IR Networking: Pub Quiz

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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. Please note that this event is for IR Society members only. 

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

We encourage individual registrations to allow a mix of teams on the night which will help with networking opportunities, but if you do wish to be paired with your colleagues, please let us know. 

Agenda

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

18:30: Quiz begins, with snacks and drinks throughout

20:30: Winners announced, followed by networking

21:00: End

Dates

• 6.00pm to 9.00pm Tuesday 23 September, 2025

Location

• The Globe, 83 Moorgate, London EC2M 6SA

Exclusive to Members

Book now

• Free to Members
  £0