IR Breakfast Briefing: Enhancing Investor-Company Dialogue

Join us for an insightful discussion where we'll explore the dynamic dialogue between (IROs) and investors.

The IR Society and the Investor Forum recently partnered to publish a comprehensive assessment of current relations between companies and investors ‘Shaping Tomorrow’s Dialogues: Bridging Gaps Between Companies and Investors.’

Our collaboration has highlighted the significance of fostering stronger, more cooperative partnerships and revitalising the dialogue between investors and companies. Investor relations thrives on meaningful interactions, where dialogue serves as the cornerstone of trust-building. Trust, in turn, lays the foundation for successful investor-company relationships. 

Our partnership seeks to bring together investors and IROS to build genuine connections. We'll delve into the purpose and objectives of dialogue, distinguishing between engagements for information and those aimed at value creation. Together, we'll debunk myths, deliberate on best practices, and exchange invaluable insights and tips for both companies and investors.

Don't miss out on this opportunity to gain fresh perspectives, network with industry peers, and to positively enhance and revitalise investor-company dialogue. 

Moderated by Sallie Pilot, Investor Forum, speakers include: Douglas Radcliffe, Lloyds Banking Group, Michael Stiasny, M&G and Andy Griffiths, Investor Forum 

Agenda: 

8:00-8:30am: Arrival, registration, networking.

8:30am: Welcome, panel discussion and Q&A

9:30-45am: Coffee & networking

Moderator: Sallie Pilot

Senior Advisor, The Investor Forum

Senior Advisor, The Investor Forum

Sallie is an experienced executive director and communications professional with deep expertise in company-investor relations, corporate disclosure and stakeholder engagement. She combines strategic and practical experience with a solid understanding of corporate governance and stewardship, ESG and sustainability, and financial and non-financial reporting.

Currently, Sallie is a senior advisor to The Investor Forum, a not-for-profit, practitioner-led membership organisation, set up by institutional investors in UK Equities focused on positioning stewardship at the heart of investment decision-making. There she leading on an initiative to improve dialogue between Boards and Investors and encourage a more meaningful debate on long term value creation, laying the groundwork for the evolution of the Investor Forum to the Investor and Issuer Forum

She is an Advisory Panel and Stakeholder Insight Group Member of the FRC, Communications Group Member of the Accounting for Sustainability (A4S), and fellow of the Investor Relations Society. Until recently she was an owner and Executive Director of Black Sun plc a Stakeholder Communications Business where she ran a global advisory and research team, of Investor, ESG, Sustainability, and Communications specialists to deliver a more holistic view of corporate performance.

Guest speaker: Andy Griffiths

Executive Director, The Investor Forum

Executive Director, The Investor Forum

Andy has over 25 years of international investment experience as a top-rated investment professional at Capital Group and M&G. Throughout his career Andy has been responsible for financial sector investments and has consistently been ranked among the leading equity investors in Europe. Andy was also an Operating Partner with Corsair Capital until the end of 2017.

Andy is a former Fulbright Commissioner, sits on the UnLtd Ventures Advisory Board and is a trustee of MoE.

Guest speaker: 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.

Guest speaker: Michael Stiasny

Head of UK Equities, M&G Investments

Head of UK Equities, M&G Investments

Michael Stiasny has more than two decades of investment industry experience, having joined Prudential (which later acquired M&G) in 1998. Michael graduated with a 1st in PPE from Oxford University in 1997 and qualified as a CFA charter holder in 2001. He started his career on the research team, in due course becoming head of equity research in 2004. In 2011, he moved across to the UK Equities team and was appointed fund manager of M&G Charifund in 2016, M&G Dividend fund in 2019 and M&G Recovery fund in 2021. In addition to his responsibilities as a fund manager, Michael was appointed head of the UK Equity team in 2019.   

Dates

  • 8.30am to 10.00am Tuesday 21 May, 2024

Location

  • Georgeson, Moor House, 120 London Wall, London, EC2Y 5ET

With thanks to our event programme sponsor

Open to all members and non-members

Book now

  • Members - free
    £0
  • Non-members - £50 +VAT
    £60