IR teams have a lot to consider when planning their investor engagement programme, with changing market dynamics presenting new tools and opportunities to widen investor outreach. This masterclass brings together the more traditional methods of meeting investors via broker-led roadshows and conferences, with emerging areas of focus for IROs, such as the rise of passive investment, retail investor activity, and how analysing trading trends can surface new ideas for targeting.
Topics to be covered: • Partnering with the sell-side – successfully working with corporate brokers, analysts, sales and corporate access, to make the most out of attending conferences and roadshows (Table lead: Richard Stroud, Jefferies) • Data-based targeting – leveraging market data and factor-based targeting, to find new strategic investors and broaden your share register (Table lead: Michael Letros, Bloomberg) • Leveraging retail intelligence – monitoring trends in retail investor trading activity to enhance your engagement plans with this segment (Table lead: William Broad, Winterflood) • Passive investors – best practice engagement, identifying how stocks are included in passive funds/indexes, and how to map which funds can own your stock (Table lead: Patrick Corcoran, LSEG)
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 Investor Engagement 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.
Senior Investor Relations Specialist - Harbour Energy PLC
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.
William Broad is an Associate Director at Winterflood. Within his role, he is responsible for helping the growth of the Winterflood Corporate Services proposition, most notably Winterflood Retail Access Platform (WRAP) and Winterflood Retail Intelligence (WRI), where he acts in an origination and execution capacity. William has over a decade’s experience across the financial services sector with a focus on equity markets. William worked as an equity trader for Deutsche Numis, where his experience spanned market making, execution of institutional trade flow, retail market trade flow and dealing on behalf of corporate clients for their Founders, Directors and Executives and ongoing share buyback programmes. William started his career at Bloomberg, where he specialised in Electronic Trading and cash equity products. William holds a BA from Durham University.
Manager, Capital Markets, The London Stock Exchange
Patrick is a Manager in the Primary Markets team at the London Stock Exchange. In his role, Patrick manages relationships with equity and debt issuers, supporting them in maximising the value of their public market presence. This includes providing investor relations‑focused support, ranging from access to curated intelligence and data to investor engagement tools designed to enhance the impact of results presentations and capital markets days. Prior to joining the London Stock Exchange, Patrick worked in strategic communications, advising a diverse range of alternative investment firms, including hedge funds, activist shareholders and private equity firms, on reputational strategy and stakeholder engagement. Patrick holds a BA in Politics and Spanish from the University of Bath.
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.
Michael Letros is a Corporates Specialist at Bloomberg, where he partners with Investor Relations teams around the world to help them build a competitive edge in market engagement, insight generation and strategic influence. His work increasingly focuses on how AI and data-driven workflows can help IR professionals turn information overload into differentiated insight and stronger influence with external stakeholders, the C-suite and Board. He previously worked in institutional equity sales on Wall Street and as a senior analyst at a top-ranked hedge fund. Michael holds an MSc in Strategy with Distinction from London Business School and is a CFA charterholder.
Richard has been at Jefferies for the past 5 ½ years on their Corporate Access desk. His role is both Origination (for the Resources, Leisure and Business Services sectors) and Sales across leading Hedge Funds and Long Only clients. Richard has a varied background across various positions on the sell side having worked as a Specialist Sales (Consumer, Leisure & Transport at BofAML); Trader (Consumer at Nomura); Research Analyst (Luxury Goods and Tobacco at Lehman Brothers) and ECM (ABN AMRO Rothschild). He has also spent brief stints in Expert Networks (GLG & Guidepoint) and on the Buy Side (Fidelity FIL).
