Capital Markets Seminar Series - Elevate your Marketing Outreach Strategies

Part three of the Capital Markets Seminar Series.

A defined marketing outreach strategy is essential to get your story in front of shareholders and this session will help you elevate it. This session will touch on how to target new investors, what marketing efforts are most effective and how to measure the success of your strategy. This webcast is eligible for 2 CEUs.

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. 

Date: Tuesday, March 26, 2024
Time: 12:00 - 1:15pm ET
Cost: $35 for CIRI members, $55 for non-members (plus taxes)
The virtual link will be provided to those registered in advance.

Thank you to our sponsor

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

What You Will Learn

  • How to identify prospective investors using a variety of approaches;
  • What marketing outreach engagements produce the best results; and
  • How to measure the success of your marketing outreach strategies.

Who Should Attend

This event is intended for all individuals engaged with their companies marketing outreach strategy. 


Yan Lapointe, Director, Investor Relations and Treasury at TC Transcontinental
Yan has more than 20 years of experience in corporate finance and investments, including 15 years in investor relations. In addition to having obtained an MBA from HEC Montreal, Yan holds a CFA designation and is a member of the Order of Chartered Professional Accountants of Quebec. He joined TC Transcontinental in May 2019 as Director of Investor Relations, managing the flow of information between the company and the investment community. In addition to leading the IR efforts and treasury functions, he is now also involved in managing the company’s pension plan assets.
Prior to joining TC Transcontinental, Yan was Senior Director, Venture Capital and Fund Investments at Investissement Quebec where he was responsible for an investment portfolio in promising companies leveraging emerging technologies. From 2003 to 2016, he worked at Bombardier. The first 3 years in internal audit and the following 10 years in investor relations.

Chris Makuch, Senior Director, Sales Canada, Notified (Moderator)

Chris is Notified’s Senior Director in Canada. A veteran executive with over 20 years of experience in corporate governance, shareholder identification, and shareholder engagement strategies, he started his career in proxy solicitation.

He has advised management teams, boards of directors and activist investors on M & A and proxy battle strategies while working on some of the biggest transactions in Canadian history. His focus is on helping public companies understand both their institutional and retail shareholder bases to ensure that they maximize their engagement strategies and drive shareholder value. Chris is a past member of the Canadian Investor Relations Institute (CIRI) Ontario Chapter Board of Directors and a past member of the CIRI Issues Committee. He co-authored Unlocking Value at Canadian Pacific: The Proxy Battle with Pershing Square (Ivey Publishing 2017) and has been a frequent speaker and contributor on corporate governance, shareholder engagement, and proxy process voting issues.

He holds a BA from King’s University College at The University of Western Ontario and an MBA (Financial Services) from Dalhousie University.

John Vincic, Principal, Oakstrom Advisors

John founded Oakstrom Advisors in 2014 with the goal of providing world-class counsel and solutions to clients. He has more than 20 years of experience as a professional communicator specializing in investor relations and financial communications.

John has led the development and implementation of strategic initiatives for companies in a broad cross-section of industries both as an external consultant and in an internal capacity.

Prior to founding his own firm, John was Vice President, Investor Relations and Corporate Communications from 2009 to 2014 at Hudbay Minerals, a Toronto-based international mining company. He spent six years as Executive Vice President at one of Canada’s leading investor firms, where he advised clients on various matters including ongoing investor engagement strategies, IPO communications, mergers and acquisitions, proxy contests and special situations. He has held senior corporate communications positions with Royal Bank of Canada and Sun Life Financial Inc.

John has served as a volunteer member of the board of directors for the Ontario Chapter of the Canadian Investor Relations Institute, is a former member of the Public Affairs Committee at the Mining Association of Canada and was a board member for the Canadian-Peruvian Chamber of Commerce.


Cancellation Policy

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

3/26/2024 12:00 PM - 1:15 PM
Eastern Daylight Time
Virtual - Eastern Time Virtual - Eastern Time, CANADA

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