IR: MOVING THE DIAL - NAVIGATING A FAST-EVOLVING INVESTMENT LANDSCAPE
Wednesday 12 June 2024
The IR Society’s Annual Conference for 2024, will cover the key trends, issues and opportunities facing Investor Relations, as IR practitioners lead the way and continue to shapeshift and adapt. This is against a backdrop of a variety of changes which are impacting key constituents of the investment community, including trends in the UK listing environment, the changing shape of asset management, as well as AI and innovation.
The conference will look to address the key challenges and opportunities for IRO’s working across a diverse range of company sizes and sectors, and provide insight and practical takeaways for IR practitioners to consider in their own roles. This flagship event in the IR calendar aims to ensure that IR professionals stay relevant and well equipped to navigate a fast changing operating environment.
Returning to IET: Savoy Place in London this one day event brings the IR community together for a full programme of keynotes, plenary sessions, presentations and breakouts alongside the supplier exhibition and great networking opportunities.
Planning is now well underway for the event and we will shortly be announcing the first wave of speakers - subscribe to our weekly News Bulletin and follow us on LinkedIn for regular updates.
“Thanks for putting on such a fantastic event! It was totally worth battling all the delays to attend! My first live IR conference and a thoroughly informative and enjoyable one. Great to meet so many IROs in person.”
Rob joined Inchcape plc, the leading global automotive distributor, as Head of IR in April 2023, have previously been at Plus500, a global fintech group, which he joined in May 2020. Prior to that, Rob spent 3 years as Head of IR at Inmarsat plc, a satellite operator, before which he was Head of Global Investor relations for Tokyo-listed Dentsu Inc, following their acquisition of Aegis plc in 2013, where was Head of IR. Before that, Rob had senior IR roles for Lonmin Plc, a platinum mining business, and G4S plc, a security services company. Before moving into in-house IR, Rob worked for a number of financial communications consultancies, including FTI and Gavin Anderson.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Alison is the Chief Financial Officer at Rightmove plc, a position she has held since September 2020. She brings to the Board extensive commercial and operational finance experience, particularly within digital businesses.
Prior to Rightmove, she held a number of senior financial positions at Sky plc between 2002-2016, including Group Treasurer, Director of Finance and was the Deputy Managing Director at Sky Business, after which she moved to News UK to serve as the Chief Strategy Officer at the forefront of the business’s digital transformation from 2016 until May 2020.
She is a Non-Executive Director on the Board of Pearson plc.
Alison is an Irish national and has a Masters in Business Studies from University College Dublin.
09:30 – 10:15
Kelvin Lecture Theatre
The Future of the UK-listed Environment
This opening plenary session, comprising senior industry participants, will introduce the conference theme, and set the tone for the day’s discussions, addressing some of the key trends, opportunities and challenges facing IR practitioners in this changing investment landscape.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
James read Philosophy & Politics at Hatfield College, Durham University and has worked in a wide variety of equity focused roles across both the buy and sell side of public markets, including being a buy side analyst, portfolio manager and managing equity sales desks.
Since joining UBS in 2013 James moved from Head of UK Sales to equity research where he wrote UK and European equity strategy research and wrote extensively on the relevance of management language in market communications.
In 2020 he created the Strategic Insights team within Global Banking which produces content orientated towards companies rather than investors. That team was merged with the Corporate Insight team at Credit Suisse and James is now the Global Co Head of Strategic Insights and Advisory.
Outside the office he bores his children about the lessons and relevance of military history. To give his children a break he spends as much time as he can playing golf or cricket
Charles joined Peel Hunt as Head of Research in October 2008 and has been ranked 1st in the II UK survey over numerous years. His career includes nine years at Panmure Gordon and nine years at Cazenove. Charles read Politics and Economics at Durham University.
Marcus Stuttard is Head of AIM and has responsibility for Primary Markets in the UK across both AIM and the Main Market. He is responsible for the management and development of AIM, London Stock Exchange’s international growth market for small and medium sized enterprises.
Marcus has a particular focus on boosting access to finance for ambitious growth companies. He is a regular speaker on growth and business funding issues and sits on a number of industry and policy advisory bodies including the ScaleUp Institute’s Access to Finance and Growth Capital Committee and the IoD’s Centre for Corporate Governance Advisory Board.
He has played a leading role in key capital market developments such as the launch of the High Growth Segment and policy changes such as making AIM shares eligible for inclusion in ISAs and the abolition of stamp duty on the trading of shares admitted to Recognised Growth Markets such as AIM.
10:15 – 10:55
Riverside Room
Morning Break and Exhibitor Showcase
10:55 – 11:40
Kelvin Lecture Theatre
AI - A Potential Game-changer for IR... Or Not?
This second plenary session will offer practical advice and guidance to the audience on current trends and opportunities in AI. This panel of IR practitioners will discuss how data and AI is being used by IR teams and their interactions with the buy- and -side-side, and recommendations on how the use of data and AI might be able to help support the IR role.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Michael founded ingage in 2013. ingage designs, builds, distributes and licences Investor Relations software in a SaaS model. Before this, Michael spent 18 years in the capital markets, 10 as a portfolio manager and buy-side analyst and 8 on the sell-side at Cazenove & Co where he was a partner. Building on traditional IR CRM, the ingage platform helps quoted companies and other third parties manage a modern IR function; internalise a direct investor engagement & corporate access capability; adapt efficiently to new regulation; and deliver unique insight and reporting to IR, Executive Management and the Board. 9 years from launch, we’re privileged to work for quoted corporates in 15 markets around the world, including some 25% of FTSE 100 companies in the UK.
Claire joined NatWest Group Investor Relations in July 2020 and was promoted to Director of IR in January 2024. Prior to this Claire worked as a sell-side analyst covering the UK and European banking sector for 12 years, most recently at Credit Suisse.
Claire started her career at Deloitte and is a Chartered Accountant and CFA charter holder.
Hobbies or other interests – spending time with my young children and socialising with friends when I get the chance
Philip Sparks has worked in the equity markets for over 25 years, first as an analyst and latterly in investor relations. An engineer by training, he started his career in the Ministry of Defence, before moving into equity research, covering semiconductor stocks at HSBC, and then Evolution Securities. In 2013 Philip moved into investor relations at Arm Holdings, and collaborated with SoftBank’s investor relations team following Softbank’s acquisition of Arm in 2016. He then worked in a strategic planning role at Arm, and spent lockdown preparing Arm’s response to a bid approach from Nvidia. Philip returned to investor relations in 2021, when he made the leap from silicon tech to biotech and joined AstraZeneca.
Mr. Rossa White is Head of Group Investor Relations at FTSE-100 listed DCC plc, one of Ireland’s largest multinational companies.
Before joining DCC at the start of 2021, he was Chief Economist and Deputy Director at Ireland’s National Treasury Management Agency (NTMA). He was part of the team that led Ireland back to the Government bond market following the banking crisis of 2007-2011, having set up an economics and investor relations team at the Treasury in September 2010.
He began his career at Ireland’s largest capital markets and wealth management firm Davy as an economist in 2002, becoming Chief Economist in March 2008.
Rossa holds two first-class honours degrees from University College Dublin.
11:40 – 12:25
Kelvin Lecture Theatre
Views from the Buy-side
Our expert panel will share their views on a broad range of current topics including expectations around corporate sustainability disclosure, emerging trends in AI and what they consider to be best practice investor engagement.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Bilquis Ahmed, executive director, is a research analyst within the J.P. Morgan Asset Management International Equity Group, focused on the European Retail sector. An employee since 1998, Bilquis joined the firm as a graduate trainee. Bilquis previously worked in the Global Metrics and MIS Group, as well as the Consolidated Asset Management Reporting Group. Bilquis obtained a BA in economics from Cornell University and earned a MSc. in finance from the London Business School.
Drew Gillanders returned to Citadel in June 2023 after previously serving as a healthcare and consumer portfolio manager at the firm from 2019 to 2022.
Drew has more than 20 years of investment experience across long/short and event-driven strategies in the U.S. and Europe.
Prior to joining Citadel, Drew was a portfolio manager at Point72 and Head of European Risk Arbitrage at Och-Ziff. Earlier in his career, he held senior investment roles within Merrill Lynch’s Global Proprietary Trading Group, SAC Capital, and North Sound Capital. He began his career in M&A and Restructuring at Morgan Stanley in New York.
Drew earned a Bachelor’s degree from University of Toronto’s Trinity College.
Lead Manager of the Schroder UK Mid Cap Fund Plc since January 2021, Co-manager since September 2016
Joined Schroders in 2016 as UK Equity small and mid cap fund manager
Analyst/fund manager at Hargreave Hale (now Canaccord), prior. Previously worked on the sell-side for 10 years at Panmure Gordon and Morgan Stanley
Investment career commenced in 1999
CFA Charter Holder
MSc in Financial and Industrial Mathematics, Dublin City University and BA, Mathematics and French, National University of Ireland, Galway
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
13:45 – 14:15
Kelvin Lecture Theatre
Afternoon Keynote
In conversation with Evan Davis, Dominic will cover a broad range of discussion areas including his career to date, and the transition from a professional athlete to a corporate executive, and his views on leadership and organisational change.
Dominic is a British former modern pentathlete, and Olympic Bronze medallist. Dominic has 12 years’ service in the British Army rising to the rank of Major, including two years as a leadership development instructor at the Royal Military Academy, Sandhurst. Dominic is Vice President of Pentathlon GB and has been appointed MBE for services to Modern Pentathlon. He is also Executive Chair at The British Elite Athletes Association.
A partner at EY Professional Services, Dominic has over 20 years of leadership development, organisational change, consulting and executive coaching experience. Some of his projects include: consulting on a major organisational change programme with Sainsbury’s, and acting as Senior executive team coach with executive teams at Bourne Leisure, Card Factory, HomeServe, EDF Energy, Places for People, Johnson Matthey, Coca-Cola, Novartis, British Airways and easyJet. Dominic has also developed a coaching accreditation programme to increase internal capability at Royal Mail in the lead up to privatisation; and designed and delivered a multi-year senior executive talent succession programme at Nationwide Building Society. he also operated as the lead consultant for the UK Atomic Energy Authority (UKAEA) People Change programme and was lead consultant on multiple leadership development programmes in the Public sector with the Home Office and various NHS Trusts.
14:15 – 15:00
Kelvin Lecture Theatre
Getting on Investors’ Radars
This practical plenary session will explore how IROs are accessing different pools of capital, the changing market dynamics in overseas regions, how best to approach these different regions, including how to make the best use of advisors.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Louise joined Johnson Matthey as Senior Investor Relations Manager in 2018. Previously she was part of the Investor Relations team at Janus Henderson – formerly Henderson – where she supported the communication of a transformational, cross-border merger of equals. Prior to this, Louise worked for a strategy consultancy in the financial services sector having initially qualified as a Chartered Accountant with KPMG. Louise completed her MChem in Chemistry at the University of Oxford.
Matt Hall is Co-Head of UK Investment Banking and Corporate Broking atCredit Suisse, which he re-joined in 2021, having spent the previous 10years at Deutsche Bank where he ran the Corporate Broking business.
Matt’s current clients include Bunzl, CCH, Imperial Brands, Intertek andSmurfit Kappa, and over the last 25 years he has advised the likes of BarrattDevelopments, Carphone Warehouse, BAT, Diageo, IAG, ITV, ReckittBenckiser, Stagecoach and TalkTalk. Matt started his career at CreditSuisse in 1997.
James Melville-Ross is a Partner at Dentons Global Advisors and is based in the London office.
Mr. Melville-Ross has more than 25 years of experience in the industry, providing senior counsel to companies in areas such as reputation management, financial communications, employee relations, crisis and issues management, litigation, media relations and capital markets transactions.
He joins from FTI Consulting, where he established and led the Crisis Communications team and was recognized as one of the top 10 European members of Lawdragon’s 2021 Global 100 Leaders in Legal Strategy & Consulting. In his crisis role, Mr. Melville-Ross guided large and small companies through moments of significant reputational threat – cyber breaches, investor activism, litigation, pandemics, media investigations and product recalls. He has co-authored studies on crisis communications, including the ‘Anatomy of a crisis’ series.
Prior to setting up the Crisis Communications team, Mr. Melville-Ross led FTI’s Tech, Media and Telecoms team for 10 years. At FTI, Mr. Melville-Ross was a member of the EMEA Strategic Communications Steering Group and co-led the region’s Diversity and Inclusion Committee and is passionate about creating an equitable culture at Dentons Global Advisors.
Mr. Melville-Ross is an ambassador for UK disability charity Scope, a fanatical advocate for disabled rights and a published author.
15:00 – 15:45
Riverside Room
Afternoon Break and Exhibitor Showcase
15:45 – 16:30
Kelvin Lecture Theatre
The Future of the Sell-side
This final plenary session will look at the various ways that the sell-side is changing in terms of structure, products and its relationship with corporates and the buy-side. The panel will offer their insight on key issues affecting the day to day role of the IRO including trends and innovations in equity research, managing consensus, guidance and more.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
In March 2023, Rachel was appointed by HM Treasury to chair the independent Investment Research Review which reported in July 2023. Rachel continues to work with industry, regulators and HM Treasury on implementing the recommendations of the Review. Rachel is also the Financial Regulators Complaints Commissioner as of 1 January 2024. Prior to this she was a senior partner in the financial services regulatory team at Hogan Lovells where she advised banks, insurers, investment and wealth managers and financial market infrastructures. Rachel continues to work with Hogan Lovells as a Senior Consultant. Prior appointments include Rachel’s role as vice-chair of the Policy and Regulation chapter of the ‘Kalifa Review’ in 2020.
Described as a ‘Regulatory Brainbox’ by Financial News, Rachel is a stand-out regulatory lawyer and a market leader in relation to Brexit regulatory advice. Rachel previously served as Chair of the International Regulatory Strategy Group (IRSG) UK Regulation Committee on international access and competitiveness and was the lead author on three of their post-Brexit reports.
Rachel is part of the Legal 500 ‘Hall of Fame’ for Financial Services Regulatory and has been described by a client as ‘the best all-round financial services partner in the City’ (Legal 500, 2021). From 2017 to 2023 Rachel has been recognised as one of the ‘100 Most Influential Women in Finance’ and in September 2023, Rachel was named the most Innovative Practitioner at the FT Innovative Lawyer Europe Awards 2023.
Additional prior appointments include being a member of the City of London and Innovate Finance's Fintech Strategy Board, CityUK's Europe Technical Advisory Group, HMT's Expert Trade Advisory Group, TISA’s Strategic Advisory Board, Innovate Finance’s Policy Committee and the Financial Market's Law Committee.
Stuart is currently Head of Investor Relations at International Airlines Group (IAG). Prior to this Stuart was in similar roles at Capita, easyJet, National Express and Eurofins Scientific. Stuart holds a degree in Law and Accounting from the University of Manchester. He is a Chartered Accountant having qualified at PwC.
Sanjay Vidyarthi is an equity research analyst at Liberum with over 20 years’ experience on the sell-side. He has covered a broad range of companies, predominantly in the UK small and mid-cap market, focusing on the general retail sector and, more recently, on business services. He started his City career at Cazenove and also held roles at Dresdner Kleinwort and Redburn. He has a degree in English Literature from Peterhouse, Cambridge.
16:45 – 17:15
Kelvin Lecture Theatre
Closing Keynote
In conversation with Evan Davis, Robert will reflect on his successful career, share his views on the role of the board and the executive, as well as discuss the conference theme and offer views on the key issues for corporates in the current environment.
Robert Pickering began his career at Allen & Overy before joining Cazenove & Co. in 1985. He became the firm’s first Chief Executive in 2001, aged just 41, and was responsible for building Cazenove’s financial advisory practice, conceiving and executing its transformation from a stockbroking partnership into a leading investment bank. In 2004, he negotiated and led its highly successful joint venture with J.P.Morgan, leaving the firm in 2008. The story of Robert’s time at Cazenove was related in his best-selling book Blue Blood, Cazenove in the age of Global Banking which was published last year. Since 2008 Robert has acted as an adviser to private individuals and boards, specialising in financial services. He is currently Board Chair at Marex Group plc, the diversified financial services platform [which listed on NASDAQ in May of this year]
Robert lives with his family between London and Kent. He enjoys country sports and scaring himself on the race track in his own race car.
Evan Davis is the presenter of the Radio 4 daily news and current affairs show PM. He is also the host of Dragons Den and the Radio 4 business discussion programme the Bottom Line. Until November 2018, he presented Newsnight on BBC2. And prior to that he was a presenter of the Today programme on BBC Radio 4. He also spent seven years as the Economics Editor of the BBC. Before joining the BBC in 1993, he was an economist at the Institute for Fiscal Studies and at the London Business School. Evan's latest book is called Post Truth: Why we have reached Peak Bullshit and what we can do about it.
Douglas is Group Investor Relations Director at Lloyds Banking Group, having led the team for the last eight years and been a senior member of the team at Lloyds Bank and subsequently Lloyds Banking Group for the last fifteen years.
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.
17:45 – 19:00
Riverside Room
Networking Drinks Reception
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LSEG Issuer Services - Lead Sponsor
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Lunch & Refreshments Sponsor
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EQ RD:IR is a global Investor Relations firm offering a wide range of IR-related analysis, research and advisory services to over 750 UK and international public companies. We are committed to providing boards, senior management and IR professionals with the intelligence and insights to manage efficiently their relationships with the capital markets and other stakeholders.
ingage designs, builds, distributes and licenses specialist Investor Relations software in a subscription model. Building on traditional IR CRM, the ingage platform is a comprehensive, modern IR software suite that helps companies run a world-class IR function, internalise a direct investor engagement capability, and deliver unique insight and reporting to IR, Executive Management and the Board.
A decade from launch, we’re privileged to supply IR software to quoted and pre-IPO companies in 15 markets around the world, including some 30% of FTSE 100 companies in the UK.
At the London Stock Exchange, we offer our customers extensive access to capital markets and liquidity across multiple asset classes. We operate a broad range of international equity, fixed income, exchange-traded funds/exchange-traded products and foreign exchange markets.
Our Group is home to several capital formation and execution venues: London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall and Tradeweb (through a majority ownership interest).
Q4 Inc. is the first IR Ops Platform with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders and their teams the tools to attract, manage, and understand investors — all in one place. The AI-enabled Q4 IR Ops Platform boasts a simple yet powerful IR website management system, frictionless events software, a robust analytics engine, a streamlined investor CRM, and shareholder intelligence with enhanced metrics to elevate investor targeting strategies. Q4 delivers the data, insights, and workflows that give IR teams the power to focus on what really matters: strategy, relationships, and driving premium valuations for their companies.
The company is a trusted partner to more than 2,600 public companies globally, including many of the most respected brands in the world, and maintains an award winning culture where team members grow and thrive.
Q4 is headquartered in Toronto, with offices in New York and London. Learn more at www.q4inc.com.
BRR Media helps companies to create engaging live-streamed and pre-recorded, and to communicate online with the sell-side and investors rapidly and globally.
Our clients include some of the world’s largest, high profile companies as well as growth companies seeking to stand out in a crowded marketplace. We listen to their objectives and deliver solutions with creative film and digital content. Our understanding of their narrative sets us apart, along with our in-house production expertise and flexible webcasting platform.
We work with companies right across the financial calendar, covering results, capital markets day events, AGMs and shareholder briefings using a range of formats including executive interviews, corporate videos and live presentations.
Content can be easily integrated into client websites. It can also be distributed to investors directly across relevant third party media partner channels and platforms. We capture data and provide post-event feedback and analytics to clients.
BRR Media specialises in critical investor relations events, requiring swift mobilisation of production teams, reliable execution, operation within strict security and confidentiality parameters as well as rapid turnaround times.
Contact us via www.brrmedia.co.uk or 020 3435 7010 to see how we can help to broadcast your equity story and for further information.
Bladonmore is a specialist communications consultancy that helps organisations communicate with confidence to the audiences that matter to them most.
We’re a team of ex-city journalists, event and film directors and producers, web developers, sustainability experts, brand strategists and corporate comms veterans. Working from offices in London, New York, LA and Dubai, we specialise in investor communications, employee engagement, sustainability, marketing communications and brand.
Investors are a critical audience – and we know what’s needed to build and maintain those relationships. That’s why we’re trusted by some of the world’s largest and mostrecognised businesses to be their partner in critical moments: AGMs, activist investor defence campaigns, and major launches for new company strategies or climate transition plans.
We have recently delivered high-profile capital markets days across Europe, the US and Asia, providing full-service support – from messaging, approach and structure, to rehearsing and coaching speakers, to filmed content and live event production.
Broadridge Financial Solutions, a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.
We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies.
Broadridge Investor Insights is an analytics platform that gives issuers a comprehensive understanding of their investors and voting patterns. Issuers can use the built-in artificial intelligence to identify opportunities for increased investor engagement and participation in the voting process. Broadridge Investor Insights is part of our suite of international solutions for issuers including powerful ESG tools and consulting services.
A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
Brunswick Creative is an award-winning, international creative communications agency, part of the Brunswick Group, with offices in London, New York and the Gulf.
We believe in the power of creativity to help enhance corporate reputation. By bringing corporate narratives to life, we create compelling multi-channel ideas for critical stakeholder audiences.
Our creative and production specialists execute campaigns and content across design, film, live events, and digital content to deliver impactful messages to the right audiences at the right time.
Deutsche Bank’s Depositary Receipts team is part of the Trust & Agency Services business within the Corporate Bank. In addition to specializing in administering cross-border equity structures such as American and Global Depositary Receipts, Deutsche Bank provides corporates, financial institutions, hedge funds and supranational agencies around the world with trustee, agency, escrow and related services. The Bank offers a broad range of services for diverse products, from complex securitizations and project finance to syndicated loans, debt exchanges and restructurings.
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific.
FactSet helps investor relations clients centralize market intelligence, strengthen investor engagement, and monitor their peers to stay one step ahead of the competition. Our Workstation platform is powered by industry-leading GenAI tools such as Transcript Assistant, a conversational chatbot to extract actionable insights from transcripts, and intelligent document search to increase efficiency during earnings season. FactSet’s Workstation is also integrated with Irwin’s investor relations platform, delivering an end-to-end solution for IR professionals that combines a CRM with market-leading financial data, analysis, and research.
ingage designs, builds, distributes and licenses specialist Investor Relations software in a subscription model. Building on traditional IR CRM, the ingage platform is a comprehensive, modern IR software suite that helps companies run a world-class IR function, internalise a direct investor engagement capability, and deliver unique insight and reporting to IR, Executive Management and the Board.
A decade from launch, we’re privileged to supply IR software to quoted and pre-IPO companies in 15 markets around the world, including some 30% of FTSE 100 companies in the UK.
At Invicomm, strategic creative communications is at the core of what we do. We help clients achieve their business strategy by targeted investor and marketing communications which are under-pinned by relevant and robust planning and research. We always take a collaborative approach with clients and won’t start on a project until we fully understand their objectives.
As a team of people in London and Cape Town we’ve spent years crafting messages and telling stories in their purest form by understanding what makes brands, companies and consumers tick. We’re many things - designers, strategists, writers, researchers and project managers. Within these differences we are unified in our attitude towards an ethos that creates sublime ideas and outstanding delivery.
We’re channel neutral and can communicate your story using a number of creative solutions, whether through traditional websites, corporate reports and presentations, or by using new technologies such as animation, 3D motion or other enhanced digital applications. Find out more on how Invicomm can create value with your stakeholder communications.
The IR Society’s professional development programme comprises a suite of courses and qualifications for IR professionals at every stage of their career.
Our course programme, kindly sponsored by Deutsche Bank, will ensure that you have the tools, techniques and knowledge to perform your role as effectively as possible.
Our qualifications, the Certificate in IR and the Diploma in IR, provide globally-recognised endorsements of your skills, competencies and capabilities.
The DELIVER programme (Developing future leaders through investor relations) is an invitation-only, six-month, activity-based modular programme aimed at high potential IROs who are seeking the next step up in their career.
At the London Stock Exchange, we offer our customers extensive access to capital markets and liquidity across multiple asset classes. We operate a broad range of international equity, fixed income, exchange-traded funds/exchange-traded products and foreign exchange markets.
Our Group is home to several capital formation and execution venues: London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall and Tradeweb (through a majority ownership interest).
Issuers from all market caps, sectors, and regions partner with Nasdaq IR Intelligence to drive valuation, discover new capital, and elevate their global brand. Our team of consultative experts and award-winning IR software provide clients with strategic, actionable intelligence and unparalleled visibility into the capital markets for the long term. Combining Nasdaq’s collective intelligence, expertise, and data with premium financial content to maximise the effectiveness of their IR and ESG initiatives and enhance shareholder value.
Q4 Inc. is the first IR Ops Platform with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders and their teams the tools to attract, manage, and understand investors — all in one place. The AI-enabled Q4 IR Ops Platform boasts a simple yet powerful IR website management system, frictionless events software, a robust analytics engine, a streamlined investor CRM, and shareholder intelligence with enhanced metrics to elevate investor targeting strategies. Q4 delivers the data, insights, and workflows that give IR teams the power to focus on what really matters: strategy, relationships, and driving premium valuations for their companies.
The company is a trusted partner to more than 2,600 public companies globally, including many of the most respected brands in the world, and maintains an award winning culture where team members grow and thrive.
Q4 is headquartered in Toronto, with offices in New York and London. Learn more at www.q4inc.com.
Visible Alpha helps IROs understand the market’s view of their companies with three levels of data: analyst data, company data and industry data. We capture the forecasts, assumptions and logic from full working sell-side models and integrate them into comparable views across analysts. This deep consensus data enables you to uncover and explore the market’s view of your company, competitors and suppliers at a level of granularity, timeliness and interactivity that has never before been possible.
For over 50 years Institutional Investor has consistently distinguished itself among the world’s foremost media companies with ground-breaking journalism and incisive writing that provides essential intelligence for a global audience. In addition, since 1972, Institutional Investor Research (II Research) has offered highly-respected proprietary benchmark research and rankings, providing independent feedback on the sell-side and corporate performance; II Research aims to be the firstchoice as well as independent validation source of qualitative market intelligence for all three sides of the investment community and has a global presence spanning Europe, Asia Pacific, the US and Latin America.
Institutional Investor’s annual Executive Team Surveys are an independent platform for investment and sell-side professionals to evaluate credibility, communication, financial stewardship and capital allocation of corporate leadership, as well as IR effectiveness across different activities. The results from the survey, an in-depth perception and ranking analysis, capture the sentiment and trust level of stakeholders in their equity assets and are a robust source of competitor benchmarking intelligence that will help shape your IR strategy and enable more effective and targeted resource allocation in the race for capital.
QuantiFire is solving the feedback problem in capital markets by using technology to capture and analyse the needs and interests of investor communities, as data, at scale. We generate ‘Feedback Intelligence’, an exciting new category of market intelligence for investor relations that is specifically designed to deliver the insight that companies need to win confidence in the capital markets.
Feedback Intelligence is not ‘advisory’, it is insight-as-a-service that is transformative in areas such as perception studies, pre-meeting ‘interest research’, post-meeting feedback, ESG ‘priority analysis’ – and more.
For investors, our service engages them as carefully targeted individuals using secure and innovative protocols that respect their time and privacy, whilst improving user experience.
For companies, we generate authoritative insights that are reported at a Board-ready standard. Market-level results are shown against meaningful benchmarks and trend data, whilst the needs and interests of individual fund managers and analysts are also clarified.
QuantiFire is a pioneering leader in the vital new discipline of Feedback Intelligence for Investor Relations.
RMS Partners is an investor engagement consultancy focused on providing PLCs with time efficient and effective investor relations solutions. We help companies develop bespoke, measurable investor access programmes, build and maintain targeted long-term investor relationships, as well as providing a range of consultancy services customised to your investor relations needs
Investor Roadshows – RMS Partners specialises in arranging targeted Investor Roadshows with Private Client Fund Managers, smaller institutions and regional pension funds. Frequently overlooked but with over 3,000 active fund managers at 200 investment houses in the UK, these investors form a valuable pool of liquidity and can often hold c.10% of a share register.
Investor Targeting and Analysis – With over 50 years’ experience in equity markets, the RMS Partners team is well positioned to provide relevant insight to your share register. Our investor targeting analytics ensures efficient and effective use of management time.
At the London Stock Exchange, we offer our customers extensive access to capital markets and liquidity across multiple asset classes. We operate a broad range of international equity, fixed income, exchange-traded funds/exchange-traded products and foreign exchange markets.
Our Group is home to several capital formation and execution venues: London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall and Tradeweb (through a majority ownership interest).
RD:IR is a global Investor Relations firm offering a wide range of IR-related analysis, research and advisory services to over 750 UK and international public companies. We are committed to providing boards, senior management and IR professionals with the intelligence and insights to manage efficiently their relationships with the capital markets and other stakeholders.
ingage designs, builds, distributes and licenses specialist Investor Relations software in a subscription model. Building on traditional IR CRM, the ingage platform is a comprehensive, modern IR software suite that helps companies run a world-class IR function, internalise a direct investor engagement capability, and deliver unique insight and reporting to IR, Executive Management and the Board.
A decade from launch, we’re privileged to supply IR software to quoted and pre-IPO companies in 15 markets around the world, including some 30% of FTSE 100 companies in the UK.
Visible Alpha helps IROs understand the market’s view of their companies with three levels of data: analyst data, company data and industry data. We capture the forecasts, assumptions and logic from full working sell-side models and integrate them into comparable views across analysts. This deep consensus data enables you to uncover and explore the market’s view of your company, competitors and suppliers at a level of granularity, timeliness and interactivity that has never before been possible.