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. 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 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 Lamb Tavern, 10-12 Leadenhall Market, London EC3V 1LR

With thanks to our Events Programme Sponsor

Exclusive to Members

Book now

  • Free to Members
    £0

IR Networking: Shaping your Story: How to Build a Clear and Compelling Narrative

How can you make the most of your reporting and communication channels to deliver your story with clarity and impact?

Hosted by Emperor, we are pleased to invite you to join us in Manchester for a panel discussion followed by drinks and networking.

An expert panel of communications, investor relations, and sustainability professionals will share insights from Emperor's latest FTSE 350 and AIM reporting research, along with practical tips and inspiration to elevate your equity story. We’ll look at today’s unpredictable landscape, and why a clear and compelling equity story is more important than ever. In this event we’ll explore how to sharpen your reporting narrative/value proposition to highlight resilience and long-term growth potential.

We will explore:

-The shifting sands of sustainability
-Updates in governance reporting
-The power of holistic, integrated storytelling

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. 

Speakers will be confirmed soon. 

Moderator: Jenni Fulton

Managing Partner, Emperor

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: Ben Morton

Sida Strategy

Photo & bio to follow.

Guest speaker: Rachel Crossley

Senior Reporting Consultant - Emperor

Senior Reporting Consultant - Emperor

Rachel has almost 20 years of experience working as a consultant in investor relations and communications. Rachel joined Emperor, a brand, digital and corporate communications agency as Senior Reporting Consultant in March 2016, to provide advice to Emperor's clients on reporting and communicating with their stakeholders drawing on best practice, industry trends and specific corporate objectives. Prior to this, Rachel spent 10 years at Aura Financial, where her focus was on investor relations, regulatory change affecting UK listed companies and non-financial reporting practice. Rachel has an MBA from the Open University and updated the Certificate in Investor Relations and associated examination questions for the IR Society from 2005-2007.

Guest speaker: Marie Moy

Berenberg

Photo & bio to follow.

Dates

  • 4.00pm to 6.30pm Thursday 25 September, 2025

Location

  • Emperor, Bloc 17, Marble St, Manchester M2 3AW

With thanks to our Events Programme Sponsor

Open to IRO members only

Book now

  • Free to IRO members and non-members
    £0

IR Webinar: Managed Retail – The UK Wealth Market

This webinar will look at the UK wealth market. An expert panel of communication, investor relations and broking professionals will share insights on this marketplace. In the ever-evolving search for active marginal buyers, understanding this pool of investors can generate material demand.

We will explore:

  • The scale, structure and diversity of the Wealth Market
  • How do UK equities fit in these investors’ portfolios
  • Experience of engaging with them
  • Where does or should the wealth market sit on a company’s register

Moderator: Robert Irvin

Co-founder, RMS Partners

Co-founder, RMS Partners

Robert is Co-Founder and MD at RMS Partners, a specialist investor relations consultancy.  He has been engaging with investors and advising companies since 2004. He began his City career at Broker Profile culminating in heading up both the investor access and client management functions with a particular focus on the FTSE100 and FTSE250 clients. Robert also established the successful Investor Analytics division. Subsequently he was a Director at Capital Access Group. Robert has an MA from Economics & Business from Edinburgh University as well as having a Graduate Diploma in Law and successfully completing the Bar Vocational Course.

Guest speaker: Ian Barbour

COO, Capital Access Group

COO, Capital Access Group

Ian came to the city in 1995 and has worked in financial and legal support services, consulting and communications.  In 2016 he joined Capital Access Group and is the COO. Ian is a former army officer and formerly a pro-bono director of British Bobsleigh.. 

Guest speaker: Charles Chalkly

Director – Investor Relations, Tritax

Director – Investor Relations, Tritax

Charles joined Tritax in April 2023 as Director of Investor Relations. Working across Private Markets products and Tritax Big Box REIT plc, he is responsible for engagement with the investment community. Prior to joining Tritax, Charles spent five years at Hays plc, initially in Investor Relations before also taking on responsibilities for the company’s ESG initiatives and communications. This followed his time as an equity analyst at Redburn and roles in Corporate Banking, Private Equity and Project Finance at Lloyds Bank. In addition to over 15 years’ experience in Finance and Investment, Charles is a CFA charterholder, has a CIMA Advanced Diploma in Management Accounting, and a BSc in Economics and Psychology from Durham University.

Guest speaker: Matthew Coakes

MD, Corporate Broking, RBC Capital Markets

MD, Corporate Broking, RBC Capital Markets

Matthew has over 25 years' of Corporate Broking and ECM experience. He has spent 16 years at RBC, previously at Goldman Sachs and Citigroup. Matthew's broking clients have ranged from FTSE 100 through the FTSE 250, AIM and private businesses. He is focused on the Energy, Renewables, Infrastructure, Energy Transition and Sustainable Agriculture sectors. 

Dates

  • 12.00pm to 1.00pm Monday 29 September, 2025

Location

  • Online - Zoom

With thanks to our Events Programme Sponsor

Open to Members and Non-members

Book now

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

IR Breakfast: Meet the Fund Manager

Hosted by Citigroup, join us for this great opportunity to hear the views of IR’s main target audience – investors. This is your chance to hear how they manage their funds and make investment decisions, as well as what they value from their interaction with corporates and the best ways to engage with them.

Agenda

08:00 Registration and networking with a light breakfast

08:30 Panel discussion followed by Q&A

09:30 Networking with teas and coffees

10:00 Close

Moderator: Martin Dunwoodie

Director of IR and Treasury, Johnson Matthey

Director of IR and Treasury, Johnson Matthey

Martin is the Director of Investor Relations and Treasury at Johnson Matthey. He joined at the beginning of 2018 as Director of Investor Relations and assumed additional responsibility for Treasury from the beginning of 2024. Prior to Johnson Matthey, Martin was a highly ranked European Chemicals analyst for nearly 20 years, latterly at Deutsche Bank for a decade where he was also involved in numerous IPOs, such as Covestro and Evonik. Martin is a Chartered Accountant, a CFA Charterholder and holds an MA in Metallurgy and the Science of Materials from the University of Oxford.  

Guest speaker: Clive Beagles

Senior Fund Manager, J O Hambro Capital Management Limited

Senior Fund Manager, J O Hambro Capital Management Limited

Clive has 34 years' industry experience, joined JOHCM in Sep 2004. Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.

Guest speaker: Alexander Monk

Portfolio Manager, Global Resource Equities, Schroders

Portfolio Manager, Global Resource Equities, Schroders

Alex Monk is a Portfolio Manager at Schroders working on the Global Resource Equities Team. He is principally responsible for working on the Schroder Global Alternative Energy Fund and other resource-focused equity strategies. Prior to this, he spent two years as a Global Renewables Analyst, accountable for analysing companies across the entire clean energy value chain, and two years as a Sustainable Investment Analyst covering utilities and telecommunications. His investment career commenced at Schroders in 2016. Alex has a BA (Hons) Degree in Geography from Oxford University, where he specifically focused on climate science. He also has an MSc Degree in Environmental Policy and Regulation from the London School of Economics and Political Science (LSE), where he focused on climate policy and environmental finance. 

Guest speaker: Tom O’Hara

Investment Director, European Equities, GAM Investments

Investment Director, European Equities, GAM Investments

Responsible for the management of European Equity funds at GAM, alongside Jamie Ross and David Barker.

Before joining GAM Investments in May 2025, he spent seven years managing European equity funds at Janus Henderson Investors. Prior to this, he spent eight years as a sell side equity research analyst covering the metals and mining sector. He began his career in the treasury of Northern Rock plc. He received his BA degree (Hons) in economics from Newcastle University. He is passionate about the role of emerging technologies in shaping active investing and was an early investor in Quartr, a Swedish fintech platform, where he continues to serve as a non-executive adviser.

Guest speaker: Amy Platts

Partner, FGS Global

Partner, FGS Global

Amy is a partner in our Equity Advisory team. Amy has 17 years buyside investment experience where she was a financial services sector specialist at Highclere International Investors and Martin Currie Investment Management.

Amy brings extensive experience of investing in banks, insurance companies and diversified financials. Amy was responsible for idea generation, company modelling and investment recommendations of all financial stocks, in regular and close contact with senior management.

Amy has also been at the forefront of ESG initiatives, acting as the ESG Lead at Highclere, playing a crucial role in advancing the firm's ESG integration process and investor engagement activities

Dates

  • 8.00am to 10.00am Tuesday 7 October, 2025

Location

  • Citigroup Centre, 33 Canada Square, Canary Wharf E14 5LB

With thanks to our Events Programme Sponsor

Open to all Members and Non-members

Book now

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

IR Discussion: How to Prepare for and Respond to Activism

Join us for an online discussion around preparing for and responding to activism, as an IR professional.

This small group discussion, under Chatham House Rules, will welcome a panel of speakers with notable experience of activist situations who will share their thoughts on the strategies that activists use and their impact, which will help in understanding how to navigate these scenarios.

This session promises to be informative and practical, offering valuable insights into the world of activism and the crucial role that investor relations plays in navigating these complex dynamics. The discussion format welcomes all in attendance to contribute to the conversation.

Moderator: Alistair de Kare-Silver

Senior Client Advisor, Temple Bar Advisory

Senior Client Advisor, Temple Bar Advisory

Alistair is an Investor Relations and Corporate Communications specialist with over a decade of experience advising management teams of UK and international companies.

He has helped management teams strengthen their relationships with investors, build support for their strategies and compete effectively for investment. He has successfully steered companies through critical moments including profit warnings, transactions, M&A, IPOs, placings, disposals, CVAs, administrations, restructuring programmes, crises and activism. He also has particular expertise across ESG, digital communications, crisis and issues management.

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.

Guest speaker: Tom Matthews

Partner, White & Case LLP

Partner, White & Case LLP

Tom Matthews is a partner in our global M&A and Corporate practice based in London. Tom is also Head of the Firm's EMEA Activism practice.

Tom has over 20 years' experience advising corporates, investment banks, private equity and hedge funds and family offices on international public and private M&A transactions, joint ventures, primary and secondary equity raisings and sell-downs, and listed company advisory and corporate governance matters.

Tom also advises a number of companies, activist funds, founder shareholders and other active shareholders on their shareholder engagement campaigns and responses.

Guest speaker: Garrett Muzikowski, CFA, CAIA

Managing Director, FTI Consulting

Managing Director, FTI Consulting

Garrett Muzikowski is a Managing Director for the M&A, Activism & Governance practice in FTI Consulting’s Strategic Communications segment. Mr. Muzikowski supports companies in the development of strategies to secure shareholder support in both contested and uncontested situations.

Mr. Muzikowski advises clients preparing for shareholder activism and when navigating live activism situations, ranging from private engagements to proxy fights and contested M&A. He has advised companies when engaging with Elliott Management, Starboard Value, Jana Partners, Engaged Capital, Legion Partners, Ananym Capital and Land & Buildings, among other activist funds.

Mr. Muzikowski also counsels companies on corporate governance matters. With a distinct understanding of how to appeal to investors’ internal voting policies, he partners with clients to draft compelling proxy statements and develop effective shareholder engagement strategies. During his career, he has helped clients secure favorable outcomes on hundreds of proposals, including director elections, Say on Pay proposals, equity plans and environmental or social shareholder proposals.

Guest speaker: Louise Rich

Head of Investor Relations, De La Rue

Head of Investor Relations, De La Rue

Louise has had a range of investor relations and investor relations advisory roles, most recently as the Head of Investor Relations at De La Rue during an eventful three years which culminated in the agreed purchase of the business by Atlas Holdings in July 2025. She has also worked in investor relations in the real estate and venture capital sectors, as well as a corporate broker at both Cazenove and UBS.  She qualified as a Chartered Accountant with Price Waterhouse.

Guest speaker: Tony White

Partner, MKP Advisors

Tony is a partner at MKP Advisors where he works closely with companies and institutional investors, providing stakeholder insight and intelligence in situations including M&A, capital raising, sell-downs, activism, distress and corporate change.

He has acted as a trusted advisor for more than 20 years, mostly focused on UK corporate advisory within global investment banks. Tony works closely with management teams and boards across governance, regulatory, activist and transactional situations.

Dates

  • 4.00pm to 5.00pm Thursday 9 October, 2025

Location

  • Online - Zoom

With thanks to our Events Programme Sponsor

Open to Members and Non-members

Book now

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

IR Masterclass: Capital Market Days

*Fully booked - waiting list only* A Capital Markets Day can be one of the most impactful events that an Investor Relations team can hold. A successful CMD can positively impact the financial market’s view of your investment case, can drive share price momentum, and can enhance the credibility of your management. However, it can also be an expensive and very time-consuming project for an IR team, and even has the potential to be value destructive and damage your company’s reputation if not properly planned or poorly executed.

This masterclass will be beneficial to both experienced in-house practitioners looking to share best practice, as well as less experienced IROs looking to understand the options available. This interactive in-person event will cover some of the most critical elements of Capital Markets Days that IR teams need to consider and will leave you with some practical tips. The roundtable discussion format will also provide you with lots of opportunities to share thoughts and network with your peers.
 
Topics that will be covered:
• Content and Messaging – what’s your goal, and how to craft compelling narrative to engage investors and analysts
• Formats – tips and best practice for optimising your event format, tailored to your engagement goals
• Analyst and investor views – what does the buyside and sellside really want (or not want)?
• Strategic planning - Logistics, communications, and internal liaison

Agenda

08:30 - Registration, networking and breakfast

09:00 - Welcome and introductions 

09:15 - Roundtable discussions 

10:45 - Thank you and close

Networking until 11:00

Guest speaker: Sarah Bellamy

Investor Relations, Harbour Energy 

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.

Guest speaker: Andrew Gwynn

Director of Investor Relations, Tesco

Director of Investor Relations, Tesco

Andrew joined Tesco as Director of Investor Relations in 2024 where he leads a team of five. Prior to joining Tesco he spent 18 years on the sell-side focused on food retail and more recently, food delivery. Much of Andrew’s sell-side career was spent at Exane BNP Paribas where he was often voted one of the leading analysts in the space. He also worked at JPMorgan, UBS and Merrill Lynch. Prior to his analyst career, Andrew trained with Deloitte and Touche as a chartered accountant but his very first job before university was working in the produce section at Tesco.

Guest speaker: Jane Henderson

Investor Relations Manager, BAT

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: Mark Mochalski

CEO, Equitory

CEO, Equitory

Mark has worked for the past 4 years at the IR consultancy Equitory, where he is currently the CEO.  Prior to joining Equitory, Mark worked in IR at Santander and before that at investment platform Transact (IntegraFin), supporting through its IPO. He started his career in pensions and life insurance at Royal London. Mark is a qualified Chartered Accountant.

Guest speaker: Claire Mogford

Head of Investor Relations - Segro

Head of Investor Relations - Segro

Claire joined SEGRO as head of IR in 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.

Guest speaker: Tom Perry

Managing Director, Morgan Stanley

Photo & bio to follow.

Guest speaker: Julian Smith

Managing Director at BRR Media

Managing Director at BRR Media

Julian Smith has worked in the capital markets and investor relations ecosystems for over 25 years.  He is Managing Director at BRR Media, a leading agency specialising in helping companies to create engaging online videos and live events for investor relations and critical stakeholder communications worldwide. 

Prior to joining BRR Media, Julian worked in investment banking for 18 years, both on transactions and continuing advisory mandates across different teams in M&A, equity capital markets and corporate derivative solutions, latterly leading the corporate broking team at Jefferies.

Dates

  • 8.30am to 11.00am Tuesday 14 October, 2025

Location

  • National Grid, 1 Strand, London WC2N 5EH

With thanks to our Events Programme Sponsor

Open to all Members and Non-members *Fully booked - waiting list only*

Book now

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

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. 

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

Moderator: Siobhán Andrews

Interim Head of Investor Relations, Smiths Group

Interim Head of Investor Relations, Smiths Group

Siobhán has more than 18 years’ expertise in Investor Relations, and more than 10 years’ capital markets experience in equity research and within investment management. She is currently Interim Head of IR at Smiths Group, and was previously Head of IR at Spectris and Deputy Head of IR at BG Group. Prior to her career in IR, Siobhán was a research analyst covering the utilities sector at UBS, and also worked at a leading UK investment management company.

Dates

  • 8.15am to 9.45am Thursday 16 October, 2025

Location

  • City of London, Venue TBC

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 2025

Please head to the dedicated Awards website for further information, entries and bookings.

The 25th IR Society Best Practice Awards offer a truly meaningful opportunity to showcase best practice in investor communications. Each award category covers companies from the largest to the smallest - across the UK, Europe and internationally - in recognition of the diverse range of listed businesses looking to the UK for excellence in IR. The real value of this awards programme is that it allows the IR Society to feedback to the IR community what great looks like in terms of how companies are communicating with their stakeholders. Join us for the announcement of the IR Society's annual best practice award winners for 2025 taking place at Royal Lancaster on Tuesday 25 November 2025. 

For further information, entries and bookings visit the dedicated awards website.

Dates

  • 5.30pm Tuesday 25 November to 12.30am Wednesday 26 November, 2025

Location

  • Royal Lancaster, Lancaster Terrace, W2 2TY

Open to all Members and Non-members

Book now

  • Individual tickets: £500 + VAT
    £600
  • Table of 10: £4,500 + VAT
    £5400