2016 Conference Program

Additional speakers and sponsored sessions will be announced as they are confirmed. Visit this section often for the most up-to-date Conference program. 


Sunday, June 12


8:30am     Guided Hike at Jacques Cartier National Park

10:00am   Culinary Tour of Historic Québec

12:00pm   Registration 

2:30pm     CIRI/Ivey IR Certification Information Session

4:30pm     The Importance of Market Data for IROs
Business Wire Sponsored Session

In the Canadian capital markets today, there are multiple trading venues facilitating the trading of publicly listed securities. As a result, there is no single source of market data, and pricing is controlled by each individual trading venue. Because of this, Canadian IROs may not receive a full “look” at equity activity and trading information. Additionally, trading data on Canada’s public companies does not reach the broadest possible audience, domestically and internationally. Hear from industry experts on how the current environment clouds the visibility of Canadian listed companies and their ability to attract investments.

Moderator:
Michael Becker, Executive Vice President, International Business Strategy, Business Wire

Speakers:
Eric Côté, Chairman and Chief Technology Officer, Jitneytrade
Jos Schmitt, President & CEO, Aequitas Innovations
Oliver Schmalholz, Co-Founder & CEO, News Quantified LLC

5:30pm     Welcome Reception & Opening Ceremony


Monday, June 13

7:00am     Registration / Breakfast with Exhibitors

8:00am     Welcome & Opening Remarks

8:15am     ARC Resources: History of Dependable Performance
Sponsored by CIBC


ARC Resources is one of Canada’s leading conventional oil and gas companies. Built on the strategy of risk managed value creation, ARC’s focus on the four pillars of: financial flexibility; high quality long-life assets; operational excellence; and top quality talent – has delivered long-term value to shareholders throughout numerous commodity cycles in the Company’s 20 year history. Myron Stadnyk, President and CEO, will talk about ARC’s success, how it has been achieved, his views on the IR function and how IR contributes to the success of the organization.

Moderator:
Brian Ector, CFA, Senior Vice President, Capital Markets and Public Affairs, Baytex Energy Corp.

Speaker:
Myron Stadnyk, President and Chief Executive Officer, ARC Resources Ltd.

9:15am     Breakout Sessions (select one)

Option #1  What Governance Concerns Keep Directors and Investors Up at Night?

IROs need to foster strong relationships with internal and external audiences. In order to do so effectively they need to know what the top concerns are to better understand the expectations and align these with deliverables. Hear what keeps directors and investors up at night right from the source so that you are prepared to respond.

Moderator:
Lorne Gorber, Executive Vice President, Global Communications and Investor Relations, CGI Group Inc.

Speakers:
Tony D’Onofrio, Director of Board Engagement, Canadian Coalition for Good Governance
Carol Hansell, Partner, Hansell LLP
Gord Pridham, Principal, Edgewater Capital and Chair, Newalta Corporation

Option #2  Communicating During an Economic Downtown
Sponsored by CNW Group

Communicating during challenging economic times requires transparent and consistent messaging on the delivery of the company’s strategic objectives, and how these may be impacted by the micro and macro environment. This session will feature IROs who have successfully communicated through various company and market challenges, as well as overcome material changes to their shareholder base.

Moderator:
Elisa Schupp, Vice President Channels & Strategic Sales, CNW Group

Speakers:
Brian Ector, Senior Vice President, Capital Markets and Public Affairs, Baytex Energy Corp.
Laurie Gaborit, Director, Investor Relations, Detour Gold Corporation
Christian Green, Director, Investor Relations and Compliance, RioCan Real Estate Investment Trust

Option #3  How Marketing and IR Can Work in Harmony
Sponsored by Blender Media

This session will be a case study on best practices in integrated marketing and communications that explore various ways corporate communications and investor relations teams can work together in the best interests of all stakeholders, while remaining consistent and true to their brand and messaging.

Moderator:
Arash Adnani, President and General Manager, Blender Media

Speakers:
Lisa Azzuolo, Vice President, Marketing and Communications, Genworth MI Canada
Samantha Cheung, Vice President, Investor Relations, Intact Financial Corporation
Natalie Higgins, Vice President, Corporate Affairs and Communications, Intact Financial Corporation

10:15am     Break with Exhibitors

11:00am     In Conversation with the Street
Sponsored by Scotiabank

As an IRO, strong relations with the buy- and sell-side are vital to your success. Find out from analysts, portfolio managers and traders how the Canadian landscape has changed due to volatile markets and challenged resource-based industries. Learn how these relationships will help you understand your overall trading activity, gain insights into relationships with clients and issuers and hear what they expect from today’s IRO.

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

Speakers:
Claude Boulos, President, Chief Operating Officer & Portfolio Manager, Selexia Investment Management Inc.
Stephane Champagne, Vice President, Portfolio Management, Signature Global Asset Management
Steve Green, Senior Mining Analyst, TD Securities
George Polyzois, Director, CIBC World Markets

12:00pm     Awards Ceremony & Lunch
Sponsored by Nasdaq Corporate Solutions


1:45pm     Breakout Sessions (select one)

Option #1  Best Practices in Investor Presentations
Sponsored by Corbin Perception

Are investor presentations hitting the mark with investors? We will find out what content IROs typically include, what investors want to see and the gaps between the two, based on research jointly conducted by CIRI and Corbin Perception. In addition, hear from IR colleagues and investors on their experiences and views on what makes best-in-class investor presentations.

Moderator:
Rebecca Corbin, President and Founder, Corbin Perception

Speaker:
Yvette Lokker, President and CEO, CIRI

Option #2  What Investors Want from CSR Reports but Aren’t Getting
Sponsored by RR Donnelley

Are CSR reports hitting the mark with investors? It seems not according to research conducted by RR Donnelley and SimpleLogic. Hear what information investors are looking for but are not finding in CSR reports and where they go to get it.

Moderator:
John Truzzolino, Director, Business Development, RR Donnelley

Speakers:
Jennifer Coulson, Senior Manager, ESG Integration, bmIMC
Isabelle Laprise, Senior Advisor, Responsible Investment, Caisse de dépôt et placement du Québec
Francois Meloche, Director, Shareholder Engagement, Aequo

Option #3  IR and The Board: Demonstrating Value

An increasing number of IROs are demonstrating their strategic value to management and their Board of Directors. Hear from IROs, who are an integral part of the management team and frequently interact with the Board, on what insights they provide, how, and why it is strategically important to their organizations. You will also hear the views of a director who supports having IR at the table.

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

Speakers:
Lorne Gorber, Executive Vice President, Global Communications and Investor Relations, CGI Group Inc.
Denis Jasmin, Vice President, Investor Relations, SNC-Lavalin Group Inc.
Gord Pridham, Principal, Edgewater Capital and Chair, Newalta Corporation

2:45pm     Break with Exhibitors

3:30pm     Overcoming Challenges: Canada’s Key Industries Under Pressure
Sponsored by IR Magazine

IROs across Canada have experienced a challenging climate, for some more recently and others over a multi-year period. While the focus has been on the oil and gas sector, no industry has been immune. This session features leading IROs from different industries across Canada who will discuss their challenges and what they have done, or are doing, to overcome them.

Moderator:
David Carey, F. CIRI, Senior Vice President, Capital Markets, ARC Resources

Speakers:
Lisa Greatrix, Senior Vice President, Company Performance Effectiveness and Investor Relations, Canadian Tire Corporation
Nadeem Velani, Vice President, Investor Relations, Canadian Pacific Railway Limited
Ann Wilkinson, Vice President, Investor Relations, TMAC Resources Inc.

6:00pm     "Support the Fort" Reception with Exhibitors
Sponsored by Aequitas Neo Exchange Inc.

7:30pm      "Support the Fort" Dinner and Dance


Tuesday, June 14


7:30am     Breakfast with Exhibitors

8:00am     CIRI National Annual General Meeting

8:30am     Today’s Economy – When Do We See the Light?
Sponsored by TD Bank


The global economic outlook for 2016 continues to be challenging. As IROs, you need to stay informed about the changing landscape of the Canadian economy, what the key drivers are in Canada and abroad and how they will impact your organization now and in the long term. 

Speaker:
Richard Yamarone, Bloomberg Intelligence Economist

9:30am     Breakout Sessions (select one)

Option #1  Making Sense of it All: Understanding What Impacts Your Stock’s Trading Activity and Volatility

The advances in technology and investing strategies have made it difficult for an IRO to fully appreciate their company’s complex trading activity. Despite this, it is your job to know. During this session we will have TED-inspired talks that will take a closer look at a select few trading topics such as short interests, volatility, derivatives and high-frequency trading with plenty of time allotted for questions.

Moderator:
Mathieu Richard, CFA, Director, Investor Relations, CGI Group Inc.

Speakers:
Bill Bamber, Head, Wealth Solutions Group, CIBC Capital Markets
Chris Rankin, CFA, Managing Director, Event Driven Arbitrage, TD Securities

Option #2  IR’s Role in Corporate Development
Sponsored by TMX

Corporate development teams are working harder than ever to plan for the long term. With knowledge of internal processes plus a keen ear on the Street, IROs have a unique opportunity to add value in this space. Hear from IROs who have impacted their organization through their involvement in corporate development and M&A activity.

Moderator:
Steven Mills, Regional Head, Ontario, Toronto Stock Exchange / TSX Venture Exchange

Speakers:
Isabelle Adjahi, Vice President, Investor Relations and Corporate Communications, WSP Global Inc.
Hannes Portmann, Executive Vice President, Business Development, New Gold Inc.
Greg Secord, Vice President, Investor Relations, Open Text Corporation

Option #3  Reporting: What’s New and What’s to Come?
Sponsored by Craib Design & Communications

Fewer copies of annual reports are being printed, more money is being invested in online annual reports, more companies are producing CSR reports and the use of non-GAAP measures continues to grow. What is on the reporting horizon for Canadian issuers? Will there be a shift to integrated reports or are there other trends emerging? Find out what is in store for reporting from this diverse panel.

Moderator:
Courtney Craib, President, Craib Design & Communications

Speakers:
Julie Desjardins, Director, Reporting and Capital Markets, CPA Canada
Erin O’Toole, Senior Stakeholder Relations Specialist, NOVAGOLD Resources Inc.

10:30am     Break with Exhibitors

11:15am     Breakout Sessions (select one)

Option #1  The Road Map to a Successful Roadshow

Knowing your shareholder base is an important part of your IR strategy and specifically the marketing plan. Learn how three IROs identify their current and prospective shareholders, how they utilize this information to plan a successful roadshow and what sets them apart in retaining their shareholders and growing their investor base.

Moderator:
Marc Lepage, CPIR, Manager, Investor Relations, Claude Resources Inc.

Speakers:
Chaya Cooperberg, Vice President, Investor Relations and Corporate Communications, Progressive Waste Solutions
Monica Hamm, Manager, Investor Relations, Entree Gold Inc.
Anne Plasterer, CPIR, Executive Director, Investor Relations, Newalta Corporation

Option #2  Moderated Roundtable Discussions

Join your peers in lively roundtable discussions on key IR topics, moderated by subject-matter experts. Come prepared to not only learn from your peers, but to also share your own tips, hands-on experience and best practices while growing your network. Participants will have the opportunity to visit multiple tables during this session.

  • Measuring the Success of an IR Program
  • Managing Retail Shareholders
  • Trends in AGMs
  • IR and Social Media

Option #3  Regulatory Update: What Every IRO Should Know
Sponsored by Computershare


The regulatory environment continues to change and IROs need to know how the new regulations will impact their companies. Topics to be discussed include the early warning reporting threshold, take-over bid regime, women on Boards and in management, the proxy voting infrastructure, majority voting and advance notice bylaws.

Moderator:
Lara Donaldson, Director, Regulatory and Industry Affairs, Computershare

Speakers:
Eleanor Fritz, Director, Compliance and Disclosure, Toronto Stock Exchange
Naizam Kanji, Director of Mergers and Acquisitions, Ontario Securities Commission

12:15pm     Power Lunch: Has Shareholder Activism Shifted to Shareholder Engagement?
Sponsored by McMillan

The landscape seems to have shifted from shareholder activism to shareholder engagement. Shareholder expectations are changing, making it critical for companies and the Board to get it right by anticipating, engaging and responding to their shareholders. Hear from IROs and fund managers on the issues driving engagement and the various models they use to engage with companies.

Moderator:
Paul Davis, Co-Chair, Capital Markets and M&A, McMillan

Speakers:
Brian Bergot, Vice President, Investor Relations, Taseko Mines Limited
Darren Seed, Vice President, Capital Markets and Communications, Avigilon Corporation
Charles Nadim, Partner and Portfolio Manager, Jarislowsky, Fraser Limited
Kevin Thomas, Director, Shareholder Engagement, Shareholder Association for Research & Education

1:45pm     How Issuers Can Create Value For the Long Term    

On the backdrop of challenging U.S. and Canadian economies, existing and potential shareholders are looking for a longer term approach to a company’s strategic plan. Hear from J. Royden Ward, econometrician and the chief analyst of Cabot Benjamin Graham Value Investor with 40 years of investment research and portfolio management experience, who will provide an overview on why creating value for the long term is imperative in today’s economy and how companies can and should demonstrate this way of thinking in their company’s strategy.

Speaker: J. Royden Ward, Chief Analyst and Founder, Cabot Benjamin Graham Value Investor

3:00pm     Closing Remarks

***Sessions are subject to change

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