IR Masterclass: Capital Market Days
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
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: 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: Mark Mochalski
CEO, Equitory
Photo & bio to follow.
Guest speaker: Claire Mogford
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
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
- Free to Members
£0 - Affiliate Members - £50 + VAT
£60 - Non-members - £100 + VAT
£120