Capital Markets Seminar Series - Complete Series Package

Communications working group
Enhance your capital markets knowledge by understanding how companies are valued, how to interpret stock trading activity and building relationships with the street to deliver strategic insights.

Capital Markets Seminar Series Schedule

May 2: Building Relationships with the Street that Deliver Strategic Insight 
An IRO has two jobs – to effectively communicate the company story to the investment community and to share market intelligence and investor sentiment internally to inform strategic decision-making. Hear from various capital market participants on how they engage with IROs, the insights they can provide and what makes these relationships successful.

May 4: Demystifying Company Valuation
Understanding your company’s valuation and factors that impact it is essential to communicate effectively with the street. This session will review how analysts value a company, the models they use, the factors that impact valuation and how IROs keep track of analyst models and consensus.

May 9: Follow the Money: Making Sense of Trading Activity
Sponsored by S&P Global Market Intelligence
The capital markets have become complex and it is often challenging to make sense of your company's trading activity. Hear current trends in capital flows, what’s driving these trends, how to decipher trading activity and how this information may impact your shareholder base.

Over Zoom, capital markets experts will share their knowledge through facilitated live conversations in convenient, one-hour sessions with an extra 15 minutes dedicated to audience Q&A. This series of webcasts is eligible for 6 CEUs.

Date: May 2, 4, & 9, 2023
Time: 1:00 - 2:15pm ET
Cost for Full Series: $85 for CIRI members, $135 for non-members (plus taxes)
Cost for Individual Seminars: $35 for CIRI members, $55 for non-members (plus taxes)
The virtual link will be provided to those registered one week in advance.

Register on this page for the full series and receive a discount or register for individual sessions by clicking on the session titles above.

By registering for this CIRI event, you agree to comply with CIRI's Code of Conduct.

Thank you to our event sponsors


What You Will Learn

  • Understand how an analysts values a company using various valuation techniques; 
  • Learn how to better interpret the trading activity of your company's stock; and 
  • Learn tips and tricks to effectively engage with the investment community.

Who Should Attend

This event is intended for all individuals who are required to understand company valuation, trading activity and communicate companies value to the Street.


  • Valérie Cecchini, Managing Partner, BOREALIS Global Asset Management
  • Yvette Lokker, President & CEO, CIRI
  • Jason Melo, Managing Director, Head of Canadian Equity Trading, Scotiabank
  • William Mobius, Executive Director, Investor Relations Advisory, S&P Global Market Intelligence
  • Sara O'Brien, Portfolio Manager - Canadian Equities, Caisse de dépôt et placement du Québec 
  • Paul O'Hea, Managing Director, Head, Global Equity Sales & Trading, Scotiabank
  • Hamir Patel, Executive Director, Equity Research, CIBC Capital Markets

Cancellation Policy

Cancellations must be received 48 hours in advance for reimbursement. Please contact Brittany Snell if you need to cancel your registration.

5/2/2023 1:00 PM - 5/9/2023 2:15 PM
Eastern Daylight Time
Virtual - Eastern Time Virtual - Eastern Time, CANADA

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