IR Masterclass

More details to follow

What will I gain?

  • An overview of the fundamental areas of regulation and compliance that affect IR
  • An understanding of the areas of regulation with a day-to-day impact on IR
  • A toolkit for dealing with price sensitive information, disclosure requirements, transactions and listing obligations and the financial and reporting calendar

"Really good session - case studies particularly helpful at bringing it to life."

“ The course made my interest in IR increase hugely – all my objectives were met and there were a lot of high quality discussions. A lot covered, and delivered very well, particularly on topics which could be considered dry!”

"Very useful overview of the regulations, especially as a newcomer to the IR function, and bringing my knowledge up to date. I especially liked all the real life examples - companies, fines, outcomes of tougher regulation. Excellent course!"

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Understanding the regulatory framework
  • Role of a Sponsor
  • Insider dealing and market abuse; how to deal with price sensitive information
  • Disclosure Guidance and Transparency Rules (DTRs)– continuing obligations
  • Dealing with the sell-side
  • Knowing your shareholders
  • Financial calendar and reporting
  • Recent case studies and current issues

What will I gain?

  • Foundation knowledge in understanding a set of company accounts
  • Gain fluency in financial jargon
  • A clear understanding of the relevance and limitations of financial statements

"Excellent, jargon free teaching with plenty of time for examples and discussion. Very grounded in the real world of IR / accounting."

"Excellent course - I now have a much fuller understanding of accounts and valuations. Very helpful."

"Really enjoyed the structure of the course. Concise but very informative. Great use of real life examples which made complicated topics easier to understand such as the different ratios used."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction
  • The Accounting Foundations - What is Financial Information?
  • The Components of a Balance Sheet
  • The Components of a Profit and Loss Account
  • Cash Flow Statements

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

What will I gain?

  • A good insight into the role of investor relations and the financial market environment in which IR operates
  • A thorough understanding of the fundamentals of financial markets
  • An overview of the current regulatory environment
  • An invaluable opportunity to clarify specific questions through the Q&A session

"Really useful training. Interesting topics and some clear explanations, delivered by an excellent and very engaging trainer! With little knowledge on the subject, the course certainly achieved its aim for me. I found it inspiring and feel that it has given me a good understanding of the topic."

"Very well organised - great trainer. Considering future courses on the back of this one!"

"Extremely informative and incredibly interesting. Really solidified my very fledgling knowledge."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction
  • Companies
  • Financial Markets
  • Stock Exchanges
  • Equity Investors and Investment Principles
  • Role of IR
  • Summary and Conclusion

What will I gain?

  • A good insight into IR and how to support senior management
  • An understanding of the dynamics of financial markets, including the key participants
  • A solid understanding of the financial jargon and the sensitivity around disclosure of information

"Really informative and interesting - will really help me with my new role as an IR executive assistant."

"Very informative and easy to follow. Deborah was a great presenter and engaging."

"The course gave a good in depth knowledge of Investor Relations. At the same time it was targeted at personal and executive assistants, which made it easy to understand the content. It was also very valuable to meet other personal and executive assistants."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction to Investor Relations
  • An overview of financial markets
  • Practical tips for creating value in your role
  • Facilitating the investor relations calendar

What will I gain?

  • Practical insights into leveraging outside resources and online tools
  • A clear understanding of the risks and opportunities of your shareholder register
  • How to maximise the support of brokers, sales teams and other providers
  • A perspective on the key requirements for effective and efficient investor engagement

"Very good to understand the targeting approach, ways to identify/ interpret information and look to maximise value from using management time."

"Really good insights from people with lots of industry experience. Took away three to four interesting things that will assist me in the future. Coming from a background without much exposure to IR, this was a great way to get a wide introduction and beneficial for future work."

"Very informative - being a third party service it's great to hear what IRO's are facing in this uncertain climate. Great coverage of topics."

Course tutor: Diane Faulks - Targeting

Independent

Independent

Diane is a Fellow of the Investor Relations Society. She is an IR specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Understanding, attracting and engaging with appropriate shareholders has been a key part of IR experience. During 10 years spent in-house she was involved in developing strategies to increase and improve two way communication with shareholders. She has dealt with investors from all regions, investment styles and size. During 14 years with Citi Depositary Receipts’ Diane advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Programme

  • Introduction and developing your targeting strategy
  • Understanding Investor trends
  • Broker perspective - how to maximise the benefit of using a house broking team
  • Using an IR Firm effectively
  • What the Buy-side wants
  • Best Practice, new technologies

What will I gain?

  • An overview of the current regulatory themes
  • A solid understanding of forthcoming regulatory changes
  • Updates on best practice in the corporate reporting regime, corporate governance and stewardship 

"This course was the right length and covered all the relevant content. Good to hear other companies' experiences."

"A very clear and well structured course, taking a good sweep across regulatory developments. A useful update and the discussion format worked very well - I would definitely recommend this course to all IROs!"

"A very useful refresher!"

Course tutor: Diane Faulks - Module 2

Independent

Independent

Diane is a Fellow of the Investor Relations Society. She is an IR specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Regulation has been a foundation of all these roles working alongside lawyers, brokers and financial advisors. Over her 10 years of in-house roles she was involved in IPO/secondary offerings, M&A and US listings. During 14 years with Citi Depositary Receipts’ Diane advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Programme

  • Changes to the Financial Services and Markets Act
  • The FCA Handbook
  • The UK Corporate Governance Code
  • The UK Stewardship code
  • Companies Act 2006
  • Narrative reporting and EU consultations

What will I gain?

  • An invaluable overview of shareholder targeting, investor days and site visits
  • A clear understanding of effective communication and disclosure obligations
  • Advice on managing relationships with shareholders, brokers and analysts
  • Hints and tips for planning roadshows, webcasts and the annual report

"Enjoyed the session. Discussion-based format is very useful and speakers were very knowledgeable and happy to answer questions. Good IR background and viewpoint from practitioners."

"Great set of speakers, covering a variety of aspects of IR."

"Very Interesting talks by well prepared expert speakers."

Course tutor: Lorraine Rees

Lorraine established IR-connect as a new investor relations consultancy in 2015. Prior to that she had been IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance and banking.

Guest speaker: Helen Parris

Director of Investor Relations - G4S

Director of Investor Relations - G4S

Helen Parris is Director of Investor Relations responsible for the Group’s communication with the investment community, providing stock market analysts and shareholders with quality information on a timely basis so the Group can be assessed and valued appropriately by the market. Helen has been voted top IR professional in the Institutional Investor and Extel Pan European Awards for the Support and Business Services Sector. She is a trustee of the G4S plc £2.3bn pension fund.

Helen has 30 years of City experience, covering fund management, investor relations (for media, security and oil and gas companies) and stock-broking. Prior to this appointment, Helen was Investor Relations Manager at BG Group, the FTSE 100 oil and gas company. Helen has a BSc in Accounting and Financial Analysis from Warwick University and is a Member of the Society of Investment Analysts.

Programme

  • The Role of the Investor Relations Practitioner
  • Engaging with Shareholders
  • Practical Tools and techniques
     

What will I gain?

  • A thorough understanding of the UK Corporate Governance Code
  • An overview of how to tell the strategic story of the company
  • The latest thinking on best practice integrated reporting
  • The latest views on best practice online reporting

"A very useful overview of the complete reporting sphere. A lot of varied topics covered, provoking a lot of through and further investigation."

"All speakers were engaging and complementary – I liked the fact that they went into detail about the practical elements of report writing but also best website/digital practices. A great overview of where we’ve come to over the past few years and how people are adapting to print as well as other challenges."

Course tutor: Sallie Pilot - Director, Engagement and Insight, Black Sun

Director, Engagement and Insight, Black Sun

Director, Engagement and Insight, Black Sun

Since joining Black Sun over 20 years ago, Sallie has been providing strategic corporate communications consultancy for a wide range of UK and international clients. Sallie is an IR Society Board member has been Chair of the IR Society Best Practice Committee since 2014. Sallie is a member of the Financial Reporting Lab steering group, and is a recognised commentator in corporate reporting, responsible for publishing a wide range of industry recognised research reports. Her experience of working with leading organisations on their corporate reporting strategies and her industry leading research tracking trends in reporting of the FTSE100 for the past 12 years give Sallie a unique insight into what good looks like!

Guest speaker: Melissa Kittermaster

Asesoria Group

Asesoria Group

Melissa is a director at Asesoria Group which provides specialist expertise and consultancy support to organisations to assist them in building a sustainable business and creating long term value through their governance, corporate responsibility and human capital strategies. She is an experienced company director and advisor with a proven track record of advising boards on the areas of corporate social responsibility and human capital management. She specialises in, stakeholder engagement, non-financial reporting and leadership capability.  Melissa has extensive experience of advising companies on their annual and corporate responsibility reporting across a range of sectors.  She has undertaken extensive engagement with investors and other key stakeholders to understand their expectations of corporate governance and company reporting.  She uses this knowledge to take a pragmatic approach to narrative reporting and communicating a company’s material activities in annual reporting

Guest speaker: Andrew Jones

International Integrated Reporting Council

International Integrated Reporting Council

Andrew leads the IIRC’s investor engagement programme which aims to help investors to understand the IIRC’s aims and the benefits of a broader more integrated approach to reporting and to encourage them to support or encourage this in their investee companies.Andrew is on a part-time secondment to the IIRC from KPMG Makinson Cowell.  He has over twenty years of experience with Makinson Cowell (now part of KPMG) and leads Makinson Cowell’s research team which advises stock market listed businesses on how institutional shareholders assess their investments and the performance and valuation measures they use. Andrew has long-standing experience on committees and panels involved in application of accounting standards and corporate reporting including:  the UK’s UITF, the FRC’s narrative reporting panel and tax accounting panel.  He also chairs the ICAEW’s Research Advisory Board.

Programme

  • Introduction and course objectives
  • Telling the strategic story
  • Integrated reporting
  • Online reporting – an update on trends and new technology
  • A best practice review
  • Course Summary and Q&A

What will I gain?

  • A sound understanding of debt investor base and capital structure
  • The essentials of developing an effective debt IR programme
  • A review of best practice disclosures and presentations
  • A firm grasp of the role of rating agencies and their interactions with companies
  • An action plan that can immediately be implemented in the workplace

"Very good, concise, to the point and backed by real life examples and applications. Thoroughly enjoyed it."

"Very well explained and balanced between "theory" and case studies."

"Very useful, I liked that it was interactive, we had good debates and discussions. Very comprehesive, good content, videos were useful. Excellent session."

Course tutor: Lorraine Rees - MD, IR-connect

Lorraine established the IR-connect consultancy in 2015 which specialises in IR for IPOs, and personalised IR mentoring for executive and non-executive directors, IR Directors and IROs. She runs a number of courses for the IR Society including the Diploma modules. Prior to setting up her consultancy company, she was IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance, private equity and banking.

Programme

  • Understanding your debt investor base and capital structure
  • Rating Agencies
  • Benefits of pro-active debt investor engagement
  • Development of a Debt IR programme
  • Best practice disclosure and presentations

What will I gain?

  • A comprehensive understanding of SRI issues
  • An in-depth review of current and future sustainability trends
  • Valuable insight into shaping messages to stakeholders
  • Advice on developing an SRI roadshow

"Really informative and engaging, learnt a lot."

"Mike adapted well to the group's needs, and it was good to have buy-side speaker."

"Course was very informative and ran smoothly. It answered the questions that I had going into the day."

Course tutor: Mike Tyrrell - Editor, SRI-CONNECT

Mike has been helping companies communicate with SRI investors for the past 15 years, during which time he has worked on the buy-side, sell-side and most recently for the independent communications platform, SRI-CONNECT. Mike has spent 18 years as an SRI Analyst, initially at Jupiter Asset Management and then at HSBC Global Equities where he established the first SRI research on the ‘sell-side’ and, most recently, at Citi Investment Research. Mike is currently Editor at SRI-CONNECT and brings a wealth of knowledge and experience to the Society’s advanced IR ESG/Sustainability course, introduced in 2016.

Programme

  • Introducing Sustainable & Responsible Investment
  • Experiences to date | Questions for today
  • 10 steps to Take Control of SRI Communications
  • What investors and companies think of each other
  • IRRI Survey results
  • Summary – final questions; final answers; next steps

What will I gain?

  • An understanding of the key principles behind most commonly used valuation methods
  • A grasp of the fundamentals of the discounted cash flow valuation model and key sensitivities
  • An awareness of risk and return parameters and non-financial considerations impacting investment decision making

"Excellent, jargon free teaching with plenty of time for examples and discussion. Very grounded in the real world of IR / accounting."

"Excellent course - I now have a much fuller understanding of accounts and valuations. Very helpful."

"Really enjoyed the structure of the course. Concise but very informative. Great use of real life examples which made complicated topics easier to understand such as the different ratios used."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction
  • Fundamental concept of discounted cash flow
  • Risk vs return
  • Business strategy
  • Introduction to valuation methods
  • Conclusion: What really matters

What will I gain?

  • An overview of UK Listing rules: IPOs, Prospectus, Secondary listings, M&A, etc.
  • An understanding of stock exchange obligations
  • An opportunity to discuss the practical implications of these rules with a guest speaker

"Really good session - case studies particularly helpful at bringing it to life."

“ The course made my interest in IR increase hugely – all my objectives were met and there were a lot of high quality discussions. A lot covered, and delivered very well, particularly on topics which could be considered dry!”

"Very useful overview of the regulations, especially as a newcomer to the IR function, and bringing my knowledge up to date. I especially liked all the real life examples - companies, fines, outcomes of tougher regulation. Excellent course!"

Course tutor: Diane Faulks - Module 2

Independent

Independent

Diane is a Fellow of the Investor Relations Society. She is an IR specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Regulation has been a foundation of all these roles working alongside lawyers, brokers and financial advisors. Over her 10 years of in-house roles she was involved in IPO/secondary offerings, M&A and US listings. During 14 years with Citi Depositary Receipts’ Diane advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Guest speaker: Lisa Williams

Head of IR, EMEA - Citi Depositary Receipts Services

Head of IR, EMEA - Citi Depositary Receipts Services

Lisa joined Citi’s Depositary Receipt Group in December 2014 as Head of Investor Relations Advisory for EMEA.  Lisa has worked investor relations for 15 years and has experience of many aspects of corporate IR including equity capital raising, defence, management transition, shareholder activism, credit ratings and debt IR.  She was Director of Investor Relations for FTSE-250 retail brand Debenhams plc from 2007 to 2014 and for Rentokil Initial plc between 2005 and 2007 and Cookson Group plc between 1999 and 2015.  Lisa holds an LLB Law from the University of London.

Programme

  • ​Transactions and Listing Obligations
  • Introduction to current regulatory framework
  • IPO Process and market choice
  • Listing rules and Prospectus rules
  • IPO timetable, team and responsibilities
  • Transactions including take-overs and mergers & acquisitions
  • Role of the Takeover Panel
  • Overview of the US market regulations effecting IR
  • A guest speaker addressing how the IRO works during these times of capital markets activity

What will I gain?

  • A clear understanding of how to write effectively for IR
  • An assessment of your own writing skills based on analysis of real examples
  • The ability to understand effective messaging
  • An awareness of the best words to use and the ones to avoid

"A very refreshing look at how to write with more clarity and a reminder of pitfalls to avoid."

"Found balance of practical and theoretical discussions good."

"Well pitched, useful real life applications."

Course tutor: Jon Harris

Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant. 

Programme

  • Welcome, introduction, objectives and quiz
  • 10 Principles for getting your message scross
  • How to select the best words and avoid the worst ones – Exercise 1
  • How to select the best words and avoid the worst ones – Exercise 2
  • Moving with the times – how to keep pace with changing language in a variety of media
  • Analysing your own material
  • Summary and evaluation

What will I gain?

  • Tips and techniques to produce accurate, effective and polished IR presentations
  • Develop the necessary skills to deliver clear scripted investor communications and ensure your management teams are presented at their best
  • Learn techniques for writing quickly as well as effectively

"Really helpful real life examples and exercises in combination with simple rules - valuable feedback on own company transcript."

"It was a good overview on how to improve script writing providing me with new ideas to take back to the office."

"Useful course and learned a lot. I know what to do differently and very nice to meet other IR managers/officers."

Course tutor: Jon Harris

Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant. 

Programme

  • Welcome, icebreaker, and introduction – Who is your Audience?
  • Introduction to scriptwriting techniques
  • Some real-world presentations – analysis
  • Rhetoric
  • Exercise – Written statement to speech
  • Exercise – Developing your own script
  • Summary and evaluation

What will I gain?

  • A greater understanding of:
    • your natural leadership style and what this might mean for your career development
    • the skills and competencies being sought by boards and management teams
    • what a best practice IR team looks like and how to lead it
    • current thoughts on leadership; particularly helpful for those thinking of taking the Diploma in IR qualification
  • A personal action/ development plan of the next steps to take.

Course tutor: Jon Harris

Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant. 

Course tutor: Sue Scholes

Sue is a Fellow of the IR Society. She was Chair of the IR Society from 2014 to 2016, during which time the Society launched its Diploma in IR (which she continues to support as an examiner) and its Code of Conduct. She was previously Chair of the Education Committee.

A CIMA-qualified accountant, she first started working in investor relations in the late 1990's, at GKN plc. She was involved in the demerger of its joint venture businesses and the subsequent listing of Brambles Industries plc in London; as well as the late unwinding of this dual-listed company structure. Most recently, Sue spent seven years as Executive Team member and Director of Communications for AMEC plc, during a period of significant and successful transformation.

Sue is a board member at MAC (the Midlands' most visited arts centre) and a Trustee and Treasurer of Re-engage (which brings older and younger people together for social gatherings).

Guest speaker: Gillian Karran-Cumberlege

Founding Partner and Head of Chair Advisory at Fidelio Partners

Founding Partner and Head of Chair Advisory at Fidelio Partners

Gillian Karran-Cumberlege leads Fidelio Partners Board Practice, supporting Chairmen and CEOs in building effective Boards and Executive leadership teams which drive value for stakeholders and shareholders. In this context Gillian is actively engaged in promoting greater Board effectiveness through increased diversity. Fidelio is accredited by the Hampton-Alexander Review for its contribution to increasing gender diversity on Boards and leadership teams ‘Beyond FTSE350’.

An internationally recognised thought leader on ESG, Gillian is a Board and Steering Committee Member of Chapter Zero, which supports Board Directors to address climate change on the Board Agenda. Gillian is also an advisory Board Member of the German British Forum. Previously Gillian served as an Independent Board Member of Jaguar Land Rover India and a Member of the Harvard Business School Alumni Board (2015-2018).

Prior to founding Fidelio Gillian held senior executive roles within some of Europe’s leading corporates; this included Global Head of Investor Relations / Capital Market Communications for Volkswagen AG (2000 – 2007) sitting on the Group Governance and Marketing Committees – the most senior female executive globally. Previously Gillian had enjoyed a highly successful career in banking for example heading Group Investor Relations for UBS (1998- 2000). She started her career in Banking Supervision with the Bank of England.

Gillian has an MA in History from Trinity Hall, Cambridge, and attended the Harvard General Management Programme.

Guest speaker: Alison Owers

Chief Executive Officer, EMEA - Orient Capital

Chief Executive Officer, EMEA - Orient Capital

Alison joined Orient Capital in June 2010 bringing a wealth of investor relations and analytical experience. Since she joined she has been instrumental in building the brand of Orient Capital initially in the UK, from forging partnerships with numerous brokers and advisers, to latterly developing the Orient Capital and D.F. King brands across EMEA.  As part of ASX listed, the Link Group, she has P&L responsibility for the Corporate Markets business.  Alison joined Orient Capital from Capita where for 7 years she was Head of IR Services, than latterly Managing Director of their IR Services business.  Previously Alison managed the UK Client reporting team at Dresdner Kleinwort Wasserstein, specialising in shareholder analytics for UK large/mid cap companies. Alison has a French and German Languages degree from Kingston University and started her career as a translator before working in investor relations for a mining company in Canada.  She was appointed to the IR Society Board in 2014 and is responsible for chairing the Membership Committee.

Guest speaker: Douglas Radcliffe

Group Investor Relations Director - Lloyds Banking Group

Group Investor Relations Director - Lloyds Banking Group

Douglas heads up the Investor Relations team at Lloyds Banking Group having been a senior member of the team at Lloyds Bank and subsequently Lloyds Banking Group for the last ten years. 

During this time he has been involved in all the normal Investor Relations activities including the development of the investment proposition, briefing of institutional investors and the development and production of corporate results and announcements.  In addition he has been integrally involved in all the corporate actions and transactions undertaken by the Group during this period including the acquisition of HBOS, the capital raisings and the various business disposals.

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 is also a Board member of the IR Society

Programme

  • Introduction and warm up
  • What is meant by leadership: review of the theory
  • Understanding your personal style
  • How to apply your style to lead and influence
  • Understanding the leadership skills a board is looking for: advice from a senior head hunter
  • Practical advice on leading a best practice IR function: from those who are doing it
  • What next: creating your own action/ development plan
Book now

Course level

Core courses

Location

Online

CPD points

40

Course dates

28 September 2020
9.00am to 4.30pm

29 October 2020
9.00am to 4.30pm

  • IR Society members (£898 + VAT, for both modules)
    £1077.6
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£1198 + VAT, for both modules)
    £1437.6
Book now
Book now

Course level

Core courses

Location

Online

CPD points

40 per day

Course dates

11 November 2020
9.00am to 4.30pm

  • IR Society members (£898 + VAT, for both modules)
    £1077.60
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£1198 + VAT, for both modules)
    £1437.60
Book now

Book now

Course level

Certificate in IR (CIR)

Location

Online

Course dates

23 September 2020
9.15am to 4.30pm

18 November 2020
9.15am to 4.30pm

Book now

Book now

Course level

Core courses

Location

Online

CPD points

40

Course dates

25 September 2020
9.00am to 4.30pm

3 December 2020
9.00am to 4.30pm

Book now

Book now

Course level

Certificate in IR (CIR)

Location

Online

Course dates

8 October 2020
9.30am to 4.30pm

2 December 2020
9.30am to 4.30pm

Book now

Book now

Course level

Specialist courses

Location

Online

CPD points

40

Course dates

26 November 2020
9.00am to 4.30pm

Book now

Book now

Course level

Core courses

Location

Online

CPD points

20

Course dates

15 October 2020
9.00am to 1.30pm

Book now

Book now

Course level

Advanced courses

Location

Online

CPD points

20

Course dates

20 October 2020
9.00am to 1.30pm

Book now

Book now

Course level

Core courses

Location

Online

CPD points

20

Course dates

13 October 2020
9.30am to 1.00pm

Book now

Book now

Course level

Core courses

Location

Online

CPD points

20

Course dates

19 November 2020
9.00am to 1.00pm

Book now

Book now

Course level

Specialist courses

Location

Online

Course dates

24 November 2020
9.00am to 1.00pm

Book now

Book now

Course level

Advanced courses

Location

Online

CPD points

20

Course dates

27 October 2020
9.00am to 1.00pm

Book now

Book now

Course level

Core courses

Location

Online

CPD points

40 per day

Course dates

12 November 2020
9.00am to 4.30pm

Book now

Book now

Course level

Core courses

Location

Online

CPD points

40

Course dates

6 October 2020
9.00am to 4.30pm

5 November 2020
9.00am to 4.30pm

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Book now

Course level

Advanced courses

Location

Online

CPD points

20

Course dates

14 October 2020
9.00am to 1.30pm

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Book now

Course level

Core courses

Location

Online

CPD points

20

Course dates

22 October 2020
9.00am to 1.00pm

Book now

Book now

Course level

Advanced courses

Location

Online

Course dates

10 November 2020
9.00am to 4.30pm

Book now

Sir Jonathan Symonds will be joining us on the 29th September as a keynote speaker at our Virtual Annual Conference… twitter.com/i/web/status/1…

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