Annual Conference Program

Additional speakers and sponsored sessions will be announced as they are confirmed.


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.

Ibrey Woodall, Vice President, Web Communications, Business Wire

5:30pm      Welcome Reception & Opening Ceremony


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.

George Kesteven, Manager, Corporate & Investor Relations, Sterling Resources Ltd.

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.

Wesley Gee, Director, Sustainability, The Works Design Communications

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.

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.

Yvette Lokker, President and CEO, CIRI

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.

John McCartney, Managing Director and Head, Global Equity Capital Markets, Scotiabank Global Banking and Markets

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.

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.

Meghan Brown, Director, Investor Relations, Endeavour Silver Corp.

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.

Elena Doom, Managing Partner, Corbin Perception Group

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. 

Heather Killian, Executive Director, Business Strategy & Development, CIBC World Markets

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


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.

Deborah Yedlin, Business Reporter, The Calgary Herald

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.

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.

Neil Stewart, Editorial Director, IR Magazine

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.

Moriah Shilton, Vice President, Corporate Strategy & Relations, Meetyl

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.

Susy Monteiro, Senior Vice President, D.F. King

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.

Kristina Groves, Four-Time Olympic Speed Skating Medalist and Olympic Broadcast Analyst

2:00pm      Closing Remarks

***Sessions are subject to change

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