IR Masterclass: Practical Skills for IR Teams

Investor Relations is a broad-ranging role, in which you will have a diverse range of practical skills to master in order to successfully engage with both the investment community and your internal stakeholders. This masterclass will be beneficial to both experienced in-house practitioners looking to share best practice and hear about new strategies, as well as less experienced IROs looking to understand the options available and de-code the jargon. This interactive in-person event will cover some of the most critical skills that all IR teams need to consider. 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 – creating impactful content to engage investors and analysts
  • Consensus – tips and best practice for building your consensus framework
  • Feedback – capturing market feedback and taking action with this data
  • Strategy – developing your IR Strategy and writing your IR Programme

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: Caroline Dawson

Investor Relations Manager, IHG Hotels & Resorts

Investor Relations Manager, IHG Hotels & Resorts

Since joining the team in 2023, Caroline has led the planning and delivery of IHG’s programme of investor events and roadshows. Prior to this, she held various IR and corporate communications roles at National Grid, Balfour Beatty and Network Rail.

She is particularly interested in ways to improve global investor targeting and access, often through better use of technology. Caroline has two young children and is a keen runner.

Moderator: 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: Richard Foster

Head of Investor Relations - GBG plc

Head of Investor Relations - GBG plc

Richard is Head of IR at GBG, a global specialist in location and identity, which is listed on the London Stock Exchange’s Alternative Investment Market (AIM: GBG). Prior to GBG, he had responsibility for investor relations at Aggreko, formerly the FTSE250 listed global leader in temporary power and temperature control. Notable achievements included our capital markets engagement to set out a Net Zero strategy, before working on the $3bn public to private sale of the Group to a private equity consortium in 2021, and its subsequent debt refinancing.

Richard’s background also includes two FTSE 100 multinationals in the energy and aerospace & defence sectors. 

Guest speaker: Davina Hobbs

Director of Investor Relations - Entain

Director of Investor Relations - Entain

- Davina has breadth of Investor Relations experience drawing from a varied career of over 20 years in advisory & investment industry.
- Director of Investor Relations for FTSE 100 company, Entain.
- Transition into in-house corporate role, having spent more than 15years working in Corporate Broking and IR roles for Deutsche Bank and UBS, following early roles in Equity Sales & Research
- Joined Entain in 2021 having built a longstanding relationship as part of their corporate advisory team for many years

Guest speaker: Claire Lavery

Managing Director, Research – Sodali & Co.

Managing Director, Research – Sodali & Co.

Claire Lavery is a Managing Director, Research for Sodali & Co., where she leads the Investor Research & Insights Practice for the EMEA region, offering corporate clients invaluable insights and research into investor and market perceptions.

Prior to joining Sodali & Co., Claire established and grew Rivel, Inc.’s European business over the last 12 years. During this time, she also served as a Board Director of the UK’s IR Society for 7 years. Her entry to the world of investor relations was through the industry’s leading publication, IR Magazine, where she was the International Business Director. However, Claire’s career commenced in the legal industry where she spent 10 years working closely with world-leading law firms and in-house general counsel.

Guest speaker: Antoni Otffinowski

Investment Research Technology Sales - VisibleAlpha

Investment Research Technology Sales - VisibleAlpha

Antoni joined Visible Alpha, now part of S&P Global, in 2018 from a macro research consultancy. Since its inception in 2020, he has led the EMEA corporate sales team and was instrumental in building out the corporate IR use case for the Visible Alpha consensus product. As of 2024, over 300 Investor Relations teams globally partner with Visible Alpha, now part of S&P Global, for consensus collection and market sentiment monitoring. In previous years, Antoni worked with key hedge fund and long-only Clients. Antoni holds an MA in Law from SOAS, University of London and an MA in Politics and Central & East European Studies from the University of Glasgow.

Guest speaker: Brett Simnett

Annual Reporting Director - RY

Annual Reporting Director - RY

Brett oversees for the Annual Reporting offer at RY, leading efforts to enhance RY's reputation for delivering transparent, engaging, and authentic reports that connect with key stakeholders across various channels.

With over 30 years' experience in the industry, Brett provides expert advice to companies on reporting and corporate communication content, guiding them in articulating their strategic narratives to the right audiences.

Currently, Brett spearheads an industry-wide research consultation project on the future of reporting and plays a pivotal role in RY's digital reporting innovation group.

Dates

  • 8.30am to 11.00am Thursday 19 September, 2024

Location

  • National Grid, 1 Strand, London WC2N 5EH

With thanks to our Events Programme Sponsor

Open to all Members and Non-members

Book now

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