2016 Essentials of Investor Relations Program
Sessions are subject to change. More details on the sessions and speakers will be added as details are confirmed.
to learn more about the speakers listed below.
Monday, September 12
Tuesday, September 13
7:30 AM - Registration and Breakfast with Exhibitors
8:15 AM - Welcome and Opening Remarks
8:30 AM - Sessions
10:45 AM - Meet the Service Providers
11:00 AM - Break and Exhibitor Showcase
11:30 AM - Sessions
12:30 PM - Lunch and Exhibitor Showcase
1:30 PM - Sessions
2:45 PM - Break and Exhibitor Showcase
3:00 PM - Sessions
4:00 PM - Networking Reception
| 7:45 AM - Registration and Breakfast with Exhibitors
8:30 AM - Sessions
10:30 AM - Break and Exhibitor Showcase
11:00 AM - Sessions
12:15 PM - Lunch and Exhibitor Showcase
1:15 PM - Sessions
3:15 PM - Break and Exhibitor Showcase
3:30 PM - Sessions
4:30 PM - Adjournment of Day 2
The Role of IR Today
Speaker: Paul Malcolmson, Director, Investor Relations, TMX
Moderator: Kristine Cheng, Manager, Investor Relations, TMX
The investor relations profession is challenging, constantly
evolving and often very rewarding. Join a senior IRO for an interactive discussion, as they describes a
day in the life of an IRO and shares with you insights on what has
contributed to their success in the field of investor relations over the
Understanding Financial Statements
Speaker: Rick Robertson, Associate Professor, Managerial Accounting and Control, Ivey Business School & Instructor for the CIRI/Ivey IR Certification Program
Trying to make sense of your company’s financial statements? This
session introduces you to the financial statements prepared by your
organization and key financial reporting concepts. IROs will also learn
about metrics used by analysts to evaluate financial performance.
Analyzing Financial Statements
Speaker: Rick Robertson, Associate Professor, Managerial Accounting
and Control, Ivey Business School & Instructor for the CIRI/Ivey IR
With an understanding of what your company's financial statements
consist of and how they function, this session will go one step further
and introduce IROs to metrics used by analysts to evaluate financial
How Do Analysts Value Your Company?
Speaker: Jason Patchett, Senior Director, Investor Relations, CIBC
Trying to wrap your head around valuation models and analyst
reports? This session will provide attendees with a deeper understanding
of the buy-side and sell-side. Learn how research analysts value your
companies, including the various metrics they use to compare you against
Understanding Canadian Capital Markets
Sponsored by TMX
Speaker: Michael Tintinaglia, CFA, Business Development Manager, Equities Trading, TMX Group
In this session, IROs will learn about the various Canadian capital
markets participants and how they interact with each other. Gain a
better understanding of Canada’s trading environment, the impact of
electronic trading and the factors that impacts equity traders, and what
this means for your IR efforts.
Speaker: Ann Wilkinson, Vice President, Investor Relations, TMAC Resources Inc.
Join this practical session to fine tune your communication tools
and learn how to accelerate your IR plan. This session will discuss how
to: develop key messages, incorporate them into various communications
tools and use them for the greatest impact.
Effective Targeting and Marketing
Speaker: Camilla Bartosiewicz, Vice President, Investor Relations, Altus Group Limited
Marketing is a key component of any investor relations plan. This
session will focus on the strategy behind coordinating non-deal
roadshows and other outreach to investors and analysts, and will also
provide tips and tricks to help ensure your roadshow goes smoothly and
meets both investor and management expectations.
Competitive Intelligence Research
Sponsored by CNW Group
Speaker: Elisa Schupp, Vice President, Channels & Strategic Sales, CNW Group
Increasingly, IROs are responsible for gathering market and competitive intelligence. Hear the highlights from an IR directions survey sponsored by CNW Group on what information IROs collect and how they use it to provide valuable insights to their management teams and boards.
Reporting Requirements and Regulatory Changes
Speaker: Ross McKee, Partner, Blake Cassels & Graydon LLP
Examine and discuss disclosure concepts and requirements for Canadian
issuers and how they effect the preparation of various annual and
interim reporting documents and IR tools, such as the IR website. The
role and scope of the issuer’s disclosure committee (and its respective
disclosure policy) will also be discussed.
Building Internal Relationships
Speaker: Yvette Lokker, President & CEO, CIRI
IROs interact with a wide rage of internal stakeholders on a regular basis. This session will help you identify those key internal stakeholders and learn about their expectations of an IRO; learn how to build strong relationships and how IR interacts with management and the Board.
Developing an IR Strategy & Program
Speaker: Jonathan Pinto, Vice President, Investor Relations, Genworth MI Canada
This session will provide attendees with a 360-degree view of IR
strategy and planning. Led by a senior IRO, this session will discuss
all elements of developing an IR strategy and program from research and
benchmarking to monitoring and measuring your program. Practical
examples and helpful tips will be provided to help delegates make sense
of the IR planning process.