Day Two/
Monday, June 4
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7:00am |
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Registration/Breakfast with Exhibitors
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8:00am |
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Welcome & Opening Remarks
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8:15am |
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The Data Tsunami – Are You Leveraging It?
Estelle Métayer, an expert in competitive and strategic intelligence, will demystify the extraordinary opportunities offered today by the vast amount of data available to both investors and issuers. In the data tsunami, triggered by the surge of transparency, artificial intelligence and new tools to synthetize trends and spot weak signals, it has never been easier to draw new insights from data. Your investors are doing it. Are you?
Speaker:
Estelle Métayer, Principal, Founder, Competia & Corporate Director
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9:15am |
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BREAKOUT SESSIONS (Select one)
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Option 1 |
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Cultivating & Communicating with a Retail Investor Base
Whether you’re a small, mid or large cap company, retail investors are important shareholders with unique needs. What strategies and tactics can you use to increase your retail shareholder base? How should you communicate with this diverse group to develop strong relationships? In this session, you will learn this and more.
Moderator:
Pat Marshall, Vice President, Communications & Investor Relations, Cineplex Inc.
Speakers:
Kyle Preston, Director, Investor Relations, Vermilion Energy Inc.
Roberto Sbrugnera, Vice President, Treasury, Risk & Investor Relations, Metro Inc.
Darren Sissons, Partner, Vice President & Portfolio Manager, Campbell Lee & Ross Investment Management
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Option 2 |
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Long-termism: How to Win the Tug-of-War
"A bird in the hand is worth two in the bush. Unless those two multiply."
Timing is everything. It dictates management decision-making, dominates investment portfolio selections and makes a big difference to total shareholder return. Reconciling your company's long-term mission with investor demand for short-term returns is an ongoing challenge for IROs. This session brings multiple perspectives to the conversation and explores the fine balance between the two in search of a healthy middle ground.
Moderator:
Meghan Brown, Vice President, Investor Relations, Leagold Mining Corporation
Speakers:
Ariel Babcock, Director, FCLT Global
Matt Orsagh, Director, Capital Markets Policy, CFA Institute
Greg Smith, President & Director, Equinox Gold Corp.
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Option 3 |
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Model Behaviour: How the Sell-side Looks at Your Company
Every year, fewer analysts are covering more companies and relying more heavily on IROs to bring them up to speed. During this session, you will learn what goes into a model, how you can work with analysts to make sure everything is reflected properly and what you can do if something is missed, all while safely staying within the regulatory requirements around selective disclosure.
Moderator:
Brian Ector, Senior Vie President, Capital Markets & Corporate Affairs, Baytex Energy Corp.
Speakers:
Paul Butcher, Vice President, Investor Relations, CN Railway
Ross McKee, Partner, Blake, Cassels & Graydon LLC
Walter Spracklin, Equity Research Analyst, RBC Capital Markets
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10:15am |
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Break with Exhibitors
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10:45am |
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In Conversation with the Street
Sponsored by Scotiabank
Analysts and institutional investors play a vital role in an IRO’s success and you in theirs. Hear from the buy- and sell-side as they share insights on the current state of Canadian capital markets; how they are impacted by MiFID II; their views on disclosure topics such as guidance, ESG and more; and what they expect from IROs. You will leave this session with tips on how you can improve your relationships with the Street.
Moderator:
Bannon Kopko, Managing Director, Global Equity Sales, Scotiabank GBM
Speakers:
Jason Bouvier, Senior Analyst, Oil & Gas Exploration & Production, Scotiabank
Todd Coupland, Managing Director, Technology & Innovation, CIBC Capital Markets
Malcolm White, Portfolio Manager, CI Funds
Scott Vali, Managing Director Global Equities, OMERS
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11:45am |
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CIRI’s Annual General Meeting, Awards Ceremony & Lunch
Sponsored by West Corporation
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1:30pm |
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BREAKOUT SESSIONS (Select one)
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Option 1 |
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Blockchain for Dummies
Sponsored by Broadridge
The blockchain revolution is coming. Are you ready? This transformative technology will reshape the world of business and place new demands on the C-suite. In this session, you will learn about blockchain from the experts and hear how this disruptive technology can benefit virtually every industry, even IR. A case study outlining how blockchain can be applied to proxy voting will also be presented.
Speakers:
Jenna Pilgrim, Director, Business Development, Blockchain Research Institute
Patricia Rosch, President, Broadridge Investor Communications Corporation
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Option 2 |
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What’s On Their Mind: Perspectives from Investors & Directors
Sponsored by AST Trust Company (Canada)
What issues are top of mind for investors and directors? Are these two audiences aware of and aligned on what is most important to the other? Join this experienced panel as they discuss top governance issues including women on boards, say-on-pay, majority voting, proxy access, environmental disclosure and more.
Moderator:
Dexter John, Executive Vice President, D. F. King Canada
Speakers:
Stephen Erlichman, Executive Director, Canadian Coalition for Good Governance
Carol Hansell, Founding Partner, Hansell LLP
Debra Sisti, Head of Canadian Research, Institutional Shareholder Services
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Option 3 |
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Small Cap Issuers: How to Get Investor Attention
Sponsored by BTV – Business Television
A small fish in a big pond can often be overlooked. So how can you make your company stand out? What strategies can you use to get your company in front of institutional investors? Are there other investor groups or other regions that you should be targeting and how can you identify them? Leave this session with practical advice on how to get your company noticed.
Moderator:
Taylor Thoen, CEO, Executive Producer, BTV- Business Television/CEO Clips
Speakers:
Christina Lalli, Director, Investor Relations, Osisko Metals Incorporated
Bruce Krugel, Institutional Equity Sales, Laurentian Bank Securities
Naomi Nemeth, Vice President, Communications & Investor Relations, Coro Mining Corp.
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2:30pm |
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Break with Exhibitors
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3:00pm |
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BREAKOUT SESSIONS (Select one)
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Option 1 |
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Regulatory Update: What IROs Should Know
Sponsored by Computershare
The regulatory environment continues to change and IROs need to know how their companies will be impacted. During this session, we will discuss the new TSX website disclosures; the initiative to reduce the regulatory burden on issuers; women on boards and in management; the proxy voting infrastructure; and more.
Moderator:
Lara Donaldson, Director, Regulatory & Industry Affairs, Computershare
Speakers:
Valérie Douville, Senior Manager, Compliance & Disclosure, TSX
Naizam Kanji, Director, Office of Mergers & Acquisitions, Ontario Securities Commission
Jo-Anne Matear, Manager, Corporate Finance, Ontario Securities Commission
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Option 2 |
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Award-Winning IR: How the Pros Do It
Sponsored by IR Magazine
Some companies are consistently ranked best-in-class in IR. What’s their secret? Come hear a panel of distinguished IROs from across the country as they share how they deliver award-winning IR programs.
Moderator:
Ben Ashwell, Digital Editor, IR Magazine
Speakers:
Isabelle Adjahi, Senior Vice President, Investor Relations & Communications, WSP Global Inc.
Camilla Bartosiewicz, Vice President, Investor Relations, Altus Group Limited
Denis Jasmin, Vice President, Investor Relations, SNC-Lavalin Group Inc.
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Option 3 |
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Marketing: Research, Targeting, Segmentation - Putting It All Together
Sponsored by Nasdaq
Marketing is one of the premier components of investor relations. Hear from seasoned IROs who will share their experiences marketing in Europe, Asia and closer to home. You will also hear the latest information on inflows and outflows of key markets. Leave this session with practical advice on how to target key markets, best position your company within a market segment and get the most value from your marketing activities, whether close to home or overseas.
Moderator:
Timothi Trombetta, Senior Advisor, Strategic Capital Intelligence, Nasdaq
Speakers:
Jason Fleury, Director, Investor Relations, Painted Pony Energy Ltd.
Robert Veloso, Vice President, Investor Relations, Manulife Financial
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4:00pm |
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BREAKOUT SESSIONS (Select one)
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Option 1 |
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What IR Program Can You Deliver on a Small, Medium or Large Budget?
No two IROs are exactly alike and the same can be said of their IR program and budget. Join three IROs from companies of varying market caps as they take you through their IR program and budgets that range from $300K to $600K to $1M.
Moderator:
Anne Plasterer, Investor Relations Consultant, Boston Pizza Royalties Income Fund
Speakers:
Lisa Greatrix, Senior Vice President, Finance & Investor Relations, Canadian Tire Corp.
Mike Kruchten, Vice President, Capital Markets & Corporate Planning, Parex Resources Inc.
Lori Novickis, Director, Corporate Relations, CBIZ inc.
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Option 2 |
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Top Ten Questions Investors are Asking About Sustainability
Sponsored by Donnelley Financial Solutions
Compelling recent developments suggest the tipping point is near for issuers across all sectors, as sustainability performance increasingly becomes part of the core data institutional investors require for their investment analysis. Attend this panel discussion to learn how the buy-side is looking at your company’s ESG performance and how it factors into their investment decisions.
Moderator:
John Truzzolino, Managing Director, Corporate Governance Services, Donnelley Financial Solutions
Speakers:
Valérie Cecchini, Portfolio Manager, Mackenzie Financial
Solène Hanquier, Senior Advisor, Responsible Investment, Desjardins Global Asset Management
Réjean Nguyen, Senior Advisor, Responsible Investment, Caisse de dépôt et placement du Québec
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Option 3 |
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Board Essentials
Have you ever wondered what your Board of Directors really wants from investor;relations or what other companies are doing to bring value to the Board? Hear from directors and IROs who have earned a seat at the table;about best practices and creative ways to optimize your interaction with the Board and become a trusted advisor, whether adding value in a face-to-face meeting or providing essential reports.
Moderator:
Melanie Hennessey, Vice President, Corporate Communications, NOVAGOLD Resources Inc.
Speakers:
Mike McCarthy, Vice President, Investor Relations, Mitel Networks Corp.
Nathalie Megann, Vice President, Investor Relations & Corporate Affairs, Chorus Aviation Inc.
Colleen Moorehead, Director, Solium Capital
John Phillips, Director, Shopify Inc.
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5:00pm |
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Cocktails with Exhibitors
Sponsored by Ipreo
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6:30pm |
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Munch, Mingle & Mischief at the Rec Room
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Day Three/
Tuesday, June 5
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