IR Masterclass: Targeting and Engaging with Different Stakeholders

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: Janiel Nakrani

Equity Sales Middle East & Asia, Redburn Atlantic

Janiel covers the Middle East and Asia client base for Redburn Atlantic, sitting in London. Prior to his role at Redburn Atlantic, he was an industrials spec sales at Kepler Cheuvreux after graduating from the London School of Economics with a BSc in Economics and Economic History.

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