Annual Conference Program
Additional speakers and sponsored sessions will be announced as they are confirmed.
SUNDAY, MAY 31
6:30am 19th Annual CIRI Golf Tournament
9:00am Cave and Basin Tour
12:00pm Registration
3:30pm CIRI/Ivey IR Certification Program Information Session
4:30pm The “Must Haves” and “Should Haves” for an IR Website
Business Wire Sponsored Session
Join us to discuss regulatory and functional requirements of
an IR website, along with best practices and current trends for
presenting corporate information to the investment community. This
session will also examine the use of tools, such as mobile technology,
security features and search engine optimization to boost your IR
website.
Speaker:
Ibrey Woodall, Vice President, Web Communications, Business Wire
5:30pm Welcome Reception & Opening Ceremony
MONDAY, JUNE 1
7:00am Registration / Breakfast with Exhibitors
8:15am Welcome & Opening Remarks
8:30am A View of IR from the C-Suite
Sponsored by Marketwired
Baytex Energy has undergone many changes
over the past few years, the most notable being the appointment of its
new President and CEO, James Bowzer. Under new leadership, Baytex Energy
successfully completed the acquisition of Aurora Oil & Gas in 2014,
earning recognition for best IR during a corporate transaction by IR Magazine.
Join this interactive discussion as James Bowzer discusses the
company’s strategy, the importance of community relationship building
and the strategic role IR plays in supporting organizational objectives.
Moderator:
George Kesteven, Manager, Corporate & Investor Relations, Sterling Resources Ltd.
Speaker:
James Bowzer, President & CEO, Baytex Energy
9:30am Breakout Sessions (select one)
Option #1 CSR and IR Convergence
Sponsored by The Works Design Communications
More IROs are assuming responsibility for all or part of their
organization’s CSR efforts, which has been spurred by the growth of CSR
investment strategies and a strong international push for more CSR
disclosure. Learn what sustainability models today’s issuers are using
to communicate CSR information, the IROs role in the preparation of the
CSR report and how this disclosure has influenced investors’ perception
of their organization.
Moderator:
Wesley Gee, Director, Sustainability, The Works Design Communications
Speakers:
Kelly Castledine, CPIR, Director, Investor Relations, Algonquin Power & Utilities Corp.
Martin Grosskopf, Vice President & Portfolio Manager, Sustainable Investing, AGF Investments Inc.
Marie-Josee Privyk, Director, Communications & Sustainable Development, Innergex Renewable Energy Inc.
Option #2 Writing Workshop Part 1
Sponsored by CNW Group
Want to learn how to make sense of your organizational strategy and
articulate it in a compelling manner in your investor communications?
Join Professor Michael Sider from Ivey Business School and the CIRI/Ivey
IR Certification Program as he covers the essentials of effective
writing, including how to develop and craft compelling messages in plain
language, and what makes a piece of written communications effective.
Speaker:
Michael Sider, Assistant Professor, Management Communications, Ivey Business School
Option #3 Weighing Both Sides – A Discussion on Earnings Guidance
Trying to determine whether or not to provide guidance? Looking for a
way to enhance trust and transparency while minimizing the street’s
short-term view of your company? Join us as we present the results of
CIRI's IR directions: Guidance Practices and discuss the pros and cons of providing annual and quarterly earnings guidance.
Moderator:
Yvette Lokker, President and CEO, CIRI
Speakers:
Maeghan Albiston, Director, Investor Relations, Canadian Pacific Railway
Steven Hansen, Senior Vice President, Equity Analyst, Raymond James Ltd.
David Jiles, Canadian Equity Analyst, Leith Wheeler Investment Counsel
Kelly Freeman, Director, Investor Relations, PotashCorp
10:30am Break with Exhibitors
Sponsored by RR Donnelley
11:15am In Conversation with the Street
Sponsored by Scotiabank
Wondering how various roles within investment firms interact and how
they meet the needs of their clients? New in 2015, the
sell-side/buy-side discussion will include the perspective of an
institutional sales representative and trader. The panelists will share
their thoughts on the current state of the Canadian capital markets,
what they expect from today's IRO and how IROs can leverage these
relationships and increase their knowledge.
Moderator:
John McCartney, Managing Director and Head, Global Equity Capital Markets, Scotiabank Global Banking and Markets
Speakers:
John Cole, Director, Equity Trading, RBC Capital Markets
Steven Hansen, Senior Vice President, Equity Analyst, Raymond James Ltd.
David Jiles, Canadian Equity Analyst, Leith Wheeler Investment Counsel
Derek Wheatley, Director, Energy Specialist, Scotiabank Global Banking and Markets
12:15pm Awards Ceremony & Lunch
1:45pm Breakout Sessions (select one)
Option #1 Writing Workshop Part 2
Sponsored by CNW Group
This session allows delegates to apply the principles and concepts
learned in “Writing Workshop Part I” with practical and interactive
writing exercises. Delegates will work in small groups reviewing
quarterly reports, annual reports and/or news releases and create
compelling messages that meet IR objectives.
Speaker:
Michael Sider, Assistant Professor, Management Communications, Ivey Business School
Option #2 Hosting a Successful Investor Day
Planning an investor day in 2015? Wondering how to manage this high
stake event while meeting the needs of the investor and analyst
community? Join this panel as they discuss how they plan for and execute
their investor days on varying budgets and hear from the sell-side on
what makes an investor day successful.
Moderator:
Meghan Brown, Director, Investor Relations, Endeavour Silver Corp.
Speakers:
Janet Drysdale, Vice President, Investor Relations, CN Railway
Dirk Lever, Managing Director, Institutional Equity Sales, AltaCorp Capital
Randy Mah, CPIR, Senior Manager, Investor Relations, Capital Power
Option #3 How Equity Strategies and Asset Allocation Impact Buying Decisions
Sponsored by Corbin Perception Group
Various capital market professionals provide data to portfolio
managers, influencing their buying decisions. These professionals –
equity strategists and asset allocation specialists – often go unseen,
yet have an impact on your company's stock. Through this interactive
discussion you will learn about their responsibilities, how they work
with portfolio managers and their outlook for 2015.
Moderator:
Elena Doom, Managing Partner, Corbin Perception Group
Speakers:
Chris Dutton, Director, TD Equity Research
Vincent Delisle, Managing Director, Portfolio Strategy Group, Scotiabank Global Banking and Markets
Jamie Kozak, CFA, Portfolio Manager, North Growth Management
2:45pm Break with Exhibitors
3:30pm Priorities for Canada’s Capital Markets
Sponsored by CIBC World Markets
Are you staying current on changes taking place in the Canadian
capital markets? Join this high profile panel, as the Toronto Stock
Exchange, Aequitas NEO Exchange – soon to be Canada’s newest marketplace
– and IIROC discuss the impact high frequency trading, proposed
amendments to trading rules, and market structure changes will have on
Canada’s capital markets in 2015 and what this means for today’s IRO.
Moderator:
Heather Killian, Executive Director, Business Strategy & Development, CIBC World Markets
Speakers:
Victoria Pinnington, Vice President, Trading Reviews & Analysis, Investment Industry Regulatory Organization of Canada (IIROC)
Kevin Sampson, Vice President, Business Development & Strategy, TMX Group
Jos Schmitt, President and Chief Executive Officer, Aequitas Innovations Inc.
6:00pm CIRI's Country-Chic Corral Reception with Exhibitors
7:30pm CIRI's Country-Chic Corral Dinner & Dance
TUESDAY, JUNE 2
7:30am Breakfast with Exhibitors
8:00am CIRI National Annual General Meeting
8:30am A Multi-Perspective Discussion on the Global Economy
Sponsored by TD Bank Group
With recent pressure on the price of oil and the surprise
announcement by the Bank of Canada to cut the overnight interest rate
many Canadians and capital markets participants want to know what other
economic news they can expect in 2015. As IROs, you need to stay
informed about changing economic conditions - in Canada and abroad - and
how they may impact your organizations. Hear two leading economists
discuss their predictions for 2015 and beyond, and what it means for
IROs.
Moderator:
Deborah Yedlin, Business Reporter, The Calgary Herald
Speakers:
Todd Hirsch, Chief Economist, ATB Financial
Josh Wright, Economist, Bloomberg
9:30am Breakout Sessions (select one)
Option #1 Enhancing and Unlocking the Value of IR Websites
Is your website in need of a refresh? Are there tools and technology
that you should be implementing to make the information more accessible
and meaningful to the investor community? This lively and interactive
discussion will take a look at investor websites, what factors you
should consider when redesigning your IR website and what tools IROs are
using to enhance their IR websites.
Speakers:
Yan Lapointe, Manager, Investor Relations, Bombardier Inc.
Lori Rozali, Senior Analyst, Investor Relations, Teck Resources Ltd.
Option #2 On the Frontlines - Saving Face in a Crisis
Sponsored by IR Magazine
Wondering how to avoid a reputational crisis at your organization?
Join this multi-perspective discussion as we examine how issuers have
tackled reputational issues and how this has impacted their relationship
with various stakeholders.
Moderator:
Neil Stewart, Editorial Director, IR Magazine
Speaker:
Lois Gardiner, Senior Vice President, Director Risk Consulting, Aon Risk Solutions
Josh Pekarsky, President, Longview Communications Inc.
Deborah Yedlin, Business Reporter, The Calgary Herald
Option #3 Taking Charge of Your Marketing Program
Sponsored by Meetyl
Looking for a way to revitalize your targeting and marketing efforts?
Join this panel of senior IROs as they share with you their strategies
for identifying new and existing investors, their approach to marketing
and how they measure success.
Moderator:
Moriah Shilton, Vice President, Corporate Strategy & Relations, Meetyl
Speakers:
Kelly Freeman, Director, Investor Relations, PotashCorp
Melanie Hennessey, Vice President, Corporate Communications, NOVAGOLD Resources Inc.
Dean Morrison, Director Investor Relations, Vermilion Energy Inc.
10:30am Break with Exhibitors
11:15am Pursuing Long-Term Value Through Shareholder Engagement
Sponsored by CST Trust Company/D.F. King
Looking to take your shareholder engagement practices to the next
level given activist events over the past few years? This session will
discuss how issuers and investors engage and what approaches they are
using to avoid costly and contentious proxy issues.
Moderator:
Susy Monteiro, Senior Vice President, D.F. King
Speakers:
Helen Beck, Senior Vice President, Canadian Equities and Indexed Management, Caisse de Depot
Todd Coakwell, Director, Investor Relations, Agrium Inc.
Zachary George, Co-founder & Portfolio Manager, FrontFour Capital
12:15pm Power Lunch: Skating to Success
Sponsored by RBC Capital Markets
Retired speed skater, Kristina Groves, a three-time Olympian and
four-time Olympic medalist, was a Canadian powerhouse in the world of
women’s speed skating. Get ready to be inspired as Kristina shares with
us her inspiration, how she has overcome challenges and how she
accomplished her goals.
Speaker:
Kristina Groves, Four-Time Olympic Speed Skating Medalist and Olympic Broadcast Analyst
2:00pm Closing Remarks
***Sessions are subject to change