IR Targeting Trends Outside of Canada

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Ontario Chapter
Start Date
Wednesday April 26, 2017 – 11:45 AM
End Date
Wednesday April 26, 2017 – 1:45 PM
Lunch Seminar
BMO Capital Markets 100 King Street West, 5th Floor, Nesbitt Burns Room
Ontario Chapter Member Price: $35.00 +tax
Non-Member Price: $55.00 +tax
Cancellation Policy: As all meals must be reserved in advanced, registered "no shows" without 48-hour prior notification will not be reimbursed.  

Registration is closed for this event


Event Description

Join us in April as we explore best practises in investor targeting. Find out what top IROs are using to hone in on the most appropriate investors for their companies and how their targeting methodology changes to attract new investors outside of Canada. Learn how new technologies and service providers are reaching new levels of sophistication. Our experienced panel features three individuals with extensive knowledge in what’s happening in Canada and around the world. This event is eligible for 2 CEUs.

Promo Code for Groups of 3 or more (limited to 5 Maximum): ONEDU2017
*Discounted Rate of $25/person for members and $45/person for non-members

**1 person will need to register the group and then e-mail to submit attendee names


This event will be available by archive webcast after the event.



Amy Schwalm, Vice President, Investor Relations, Rogers Communications Inc.

Amy Schwalm is Vice President, Investor Relations at Rogers Communications Inc. (TSX: RCI), a leading diversified Canadian communications and media company that is Canada's largest provider of wireless communications services and one of Canada's leading providers of cable television, high-speed Internet, information technology, and telephony services to consumers and businesses. Amy has over 15 years’ experience in investor relations and finance.  She has been with Rogers since 2015 and as VP, IR is responsible for the development and execution of a global investor relations program liaising with institutional investors and over sell-side equity analysts.  Previous to Rogers, Amy held the position of Vice President, Investor Relations at Barrick Gold Corporation.  She joined Barrick in 2002 and held various finance roles before becoming Barrick’s Senior Director of Investor Relations in 2007. Prior to Barrick, she held manager roles at PwC and Arthur Andersen.  She holds a Chartered Accountant/CPA.

Gary Farber, Vice President, Corbin Advisors
Gary Farber joined Corbin in 2016 as Vice President and provides investor relations counsel to the firm’s clients in both strategic and financial areas. Bringing a creative and thoughtful approach to problem solving and actionable corporate financial communications, Gary helps companies envision new approaches to investor messaging, company positioning and shareholder targeting. He is highly experienced in developing investor marketing materials and analyzing management strategy, business models, and financial and industry trends.  He also has extensive experience communicating with a diverse group of constituents including CEOs, CFOs, Boards, and key stakeholders in areas including earnings reports and disclosure, company restructurings, M&A activity, shareholder activism and security offerings. Mr. Farber has over twenty years’ experience as both a sell side analyst, as well as an equity research generalist on the buy side. As a sell-side specialist Gary worked at Cowen, SunTrust Banks and CL King & Associates covering a variety of sectors including industrials and media and entertainment. On the buy-side, Gary was an equity research generalist focused on small and mid-cap stocks at Rochdale Investment Management, a subsidiary of City National Bank. Gary is a Certified Public Accountant with an MBA from UCLA and a BA in Accounting from Franklin & Marshall College. He also holds the Series 7, 63, 86 & 87 securities designations.

Paul Marcus, Sales Executive, IPREO
Paul Marcus has been instrumental in helping public companies market their stock to institutional investors since 1999. He was an early member of the team, the first online IR database, and an initial member of Ipreo’s corporate IR services team. He has worked with over 1000 public companies all over the world helping them optimize their internal IR systems, and currently is in charge of Ipreo’s Canadian corporate IR business.

Amy Pandori, Former Head of Corporate Access, BMO Capital Markets
Founder, Ava's Help
Amy Pandori spent 17 years in banking at BMO Capital Markets, spearheading the first Corporate Access Team in Canada. She worked closely with corporations across all sectors, helping them expand their investor relations base and built strong relationships with portfolio managers globally. She was involved with many IPOs, including Franco Nevada and The Hudson’s Bay Company, and was integral in BMO conferences. She recently left her position to start her own business, Ava’s Help, an online technology company that connects parents with trusted, pre-screened babysitters.



This is an invitation-only event. If you have received an invitation from CIRI, please refer to your emailed invitation and enter the access code.


Here's Why You Should Join Us...

I maintain my CIRI membership as it is the best way for me to stay current with issues and new developments in the always evolving delivery of investor relations programs, and for the opportunity to interact with those who set great examples for excellence in investor relations. ”

Greg Waller
Vice President, IR & Strategic Analysis, Teck Resources

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