Forgot Password
This text is needed here for break to work!

Sessions

print
Sponsored by
Program and Reception
In the increasingly global capital markets, trends in one international market may well spread to another.

Network and learn to stay ahead of the curve with your international peers starting with a dynamic international panel, followed by a wonderful sunset reception
Session Material
No Presentation
Conference registrant access,
log-in required
International Program and Reception*
Sun - Jun, 12 | 4:00 pm - 6:00 pm
Location: Segura 3-4 (Lower Level - JW)
Category: Global IR | Secondary Category: Organizational Development

What is the state of IR outside the U.S.? What are the implications for Global programs? Hear practices and tactics in a lively discussion with IR leaders and professionals from around the world. The panel will compare and contrast investor relations strategies and approaches as well as provide an update on best practices. The NIRI International Reception will immediately follow the program.

Moderator/Lead Speaker:
Jeff Morgan, CAE, President & CEO
NIRI

Panelist(s)/Co-Speaker(s):
Friederike Edelmann, Director, Investor Relations
SAP AG

Barbara Gasper, Senior Vice President/Group Executive, Investor Relations
MasterCard Inc.

Anne Guimard, PhD, President
FINEO Investor Relations Advisors

P Curtis Schenck, Manager, Investor Relations & Corporate Communications
NTT DOCOMO USA, Inc
    Learning Objectives:
  • Discuss communications practices across regions
  • Understand investment process considerations and investors across regions, including metrics of investor interest
  • Gain an understanding of accessing investors outside of your country, including the U.S., while gaining an understanding of the evolving sell side role
  • Learn cultural differences to consider in global IR program
 
 
* Draft description as of 6/21 5:11 pm, subject to change
 

Actionable Takeaway Documents
  • Foreign listing action plan, timetable, and budget

Why Now?
A diversified shareholder base is becoming increasingly important for companies to stay competitive. Learn whether your company should cross list on an overseas exchange or not and whether going on a roadshow will help achieve your company's goals of maintaining a robust shareholder base.
Session Material
Conference registrant access,
log-in required
Creating Value Through an Internationally Diversified Shareholder Base*
Mon - Jun, 13 | 2:45 pm - 4:00 pm
Location: Palazzo ABC (Lobby Level - JW)
Category: Global IR | Secondary Category: IR Marketing/Outreach

This session aims at identifying the various routes that are available to companies that want to diversify their shareholder base internationally: cross-listings and roadshows are the most frequent means. The objectives and the means, however, may vary widely from one company to another. Increasingly, a diversified shareholder base is also seen as a strategic tool to achieve increased penetration in a given market or region. A recent trend also shows that a growing number of companies are undertaking secondary listings in the emerging markets with assets under management and a burgeoning middle class serving as the main drivers.

Moderator/Lead Speaker:
Anne Guimard, PhD, President
FINEO Investor Relations Advisors

Panelist(s)/Co-Speaker(s):
Chris Kearns, Deputy CEO, Depositary Receipts
Bank of New York Mellon

Nils Paellmann, PhD, Vice President, Investor Relations
Deutsche Telekom, Inc.

Werner Rehm, Corporate Finance Senior Expert
McKinsey
    Learning Objectives:
  • Prepare for the challenges, opportunities, costs and benefits to list the company in different countries and cultures
  • Understand not only the internal structure the IR program needs, before and after to be listed abroad, but also the corporate and commercial strategy to leverage institutional image, sales and profitability
  • Find out how you can delist from a secondary market while maintaining a robust shareholder base there
 
 
* Draft description as of 6/21 7:02 pm, subject to change
 

Actionable Takeaway Documents
  • Summary outline of recent regulatory changes - both a "quick view" format and a detailed outline
  • Top 10 "to do" list
  • Top 10 pitfalls to avoid

Why Now?
The sheer volume of recent regulatory changes has and will continue to shape corporate governance and IR strategies. It is essential for the non US IR professional, whether its company is listed on a US exchange or not, to not only understand the effects of recently adopted regulations, but to stay ahead of the curve on emerging best practices.
Session Material
Conference registrant access,
log-in required
Navigating the US Regulatory Landscape for Non-US Companies*
Mon - Jun, 13 | 4:15 pm - 5:30 pm
Location: Ritz Ballroom 4-6 (Lobby Level - Ritz)
Category: Global IR | Secondary Category: Regulations and Governance

The last several months have seen an unprecedented number of new laws, rules and regulations that - at their heart - affect shareholder communications. The IR professional has and will continue to find himself or herself at the center of the practical application of many of the issues raised by these new rules. This presentation will cover the highlights of various new laws, rules and regulations from the non-US IR perspective, address emerging areas of best practice and highlight areas of interest and/or concern.

Moderator/Lead Speaker:
Lucy Rodriguez, Investor Relations Officer
CEMEX

Panelist(s)/Co-Speaker(s):
Wendy Boufford, Assistant General Counsel
SAP (USA)

Thomas Rice, Partner
Baker & McKenzie
    Learning Objectives:
  • Learn the basics of recent regulatory changes (i.e., "what you need to know now")
  • Learn how to update your IR strategy to take into account recent regulatory developments
  • Understand the necessary steps to position your company's website as a recognized source of important information
 
 
* Draft description as of 6/21 9:11 pm, subject to change
 

Actionable Takeaway Documents
  • Sample disclosure policies, including social media, risk disclosure policies
  • Thomson's white paper around Web Disclosure

Why Now?
The challenge for companies lie in the difficulty of committing to put corporate disclosure practices in writing on top of regulatory requirements. While disclosure policies are becoming fairly standard practice among US companies, there is a growing trend in other jurisdictions to recommend the adoption of this type of policy. Investors are now expecting the same levels of disclosure from emerging growth companies in mature markets. With more companies evaluating and adopting a web-based disclosure process, there is an increased need to better understand this new model regardless of their market or life cycle. Hear how companies are adding a social media disclosure policy to their existing one.
Session Material
Conference registrant access,
log-in required
A New Era for Written Public Disclosure Policies*
Tue - Jun, 14 | 10:30 am - 11:45 am
Location: Palazzo E (Lobby Level - JW)
Category: Global IR | Secondary Category: Regulations and Governance

Although rarely specifically mandated by regulatory authorities, having a written disclosure policy is a component of international investor relations best practice. This session will aim at providing hands-on advice on how to set internal guidelines and rules for employee behavior with respect to communicating with reporters, family, friends, colleagues, business contacts, and insider trading.

Participants will also find out why it is becoming increasingly important to have a social media disclosure policy. The latest trends in risk disclosure policies will also be addressed.

Moderator/Lead Speaker:
Brian Turcotte, Vice President, Investor Relations
Office Depot

Panelist(s)/Co-Speaker(s):
Kristine Eissing, Vice President, Investor Relations Communications Services
Thomson Reuters

Ricardo Florence dos Santos, Strategic Planning Director & Investor Relations Officer
Marfrig Alimentos SA

Jeffrey Smith, Staff Director, Investor Relations
FedEx Corporation
    Learning Objectives:
  • How to develop a comprehensive public disclosure policy that shows the way in which corporate officials are committed to timely, orderly, and fair dissemination of information
  • How the traditional and web-based disclosure models compare
  • How to establish a risk disclosure policy that enhances an organization's image
 
 
* Draft description as of 6/28 9:35 am, subject to change
 

Actionable Takeaway Documents
  • Attendees will receive a takeaway document highlighting the Top 10 Do's and Don'ts

Why Now?
Every IR program should be targeting investors to make the best use of management time and company resources. Investors are overleveraged and inundated with content – from internal sources, the sell-side, buy-side colleagues, as well as current and potential companies in which they are invested. This session will provide IROs with quick hits and tips for effective investor targeting.
Session Material
Conference registrant access,
log-in required
Investor Targeting - Proven Strategies To Target Institutional Investors*
Tue - Jun, 14 | 10:30 am - 11:45 am
Location: Ritz Ballroom 1-3 (Lobby Level - Ritz)
Category: IR Marketing/Outreach | Secondary Category: Global IR

One of the most important responsibilities of the IR function is to develop and maintain strong relationships with the investment community. While a focused investor targeting effort has been analytically proven to improve stock performance, many IROs do not have the time or bandwidth to develop an effective targeting program and often outsource this effort.

In this session, panelists will discuss targeting best practices and review first-hand experiences and case studies. In addition, international targeting efforts will be covered, specifically the how and when, as well as the cost/benefit analysis of marketing globally.

Moderator/Lead Speaker:
Frank Milano, Director of Investor Relations
Belden Corporation

Panelist(s)/Co-Speaker(s):
Barry Hytinen, Investor Relations Officer & Senior Vice President, Financial Planning & Analysis and Competitive Analysis
Tempur-Pedic International

Richard Klein, Managing Director
BofA Merrill Lynch

Dmitry Kushnir, Manager, Investor Relations
Agnico-Eagle Mines
    Learning Objectives:
  • Why to target and how to justify the effort internally as well as the metrics to gauge success
  • Best practices of targeting – quantitative measures of how and who to target
  • International targeting – how and when
 
 
* Draft description as of 6/21 5:59 pm, subject to change
 

Actionable Takeaway Documents
  • Samples and templates of transition roadmaps and communications plans

Why Now?
Capital flows will have fewer borders as companies reporting in IFRS or US GAAP will be more comparable and investors of essentially all developed nations will speak the "same" financial statement language. The standards are expected to become final during 2011 with implementation in the following years. Corporations at every level will have to understand the costs of transitioning to IFRS. The convergence will affect various industries differently. Learn how to effectively transition your company so that you can be ready.
Session Material
Conference registrant access,
log-in required
Overcoming the Challenge of Migrating to IFRS: Lessons Learned from the Street*
Tue - Jun, 14 | 2:00 pm - 3:15 pm
Location: Palazzo E (Lobby Level - JW)
Category: Global IR | Secondary Category: Regulations and Governance

The Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) are working toward a G-20 goal of using a single set of improved, high-quality, global, converged accounting standards developed through rigorous due process. The first international harmonization accounting rules were issued in 1973. The beginning of the IFRS adhesion took place in 2002, when the European Community decided that more than 7,000 companies should adopt the rules in the consolidated financial statements from 2005 on. In the same period, other countries also migrated to IFRS, including Australia, Hong Kong, and South Africa. Brazil, South Korea, India and Canada are also IFRS compliant now.

A number of these standards are expected to become final during 2011 for implementation by U.S. GAAP and IFRS preparers may do so from 2015 on.

Moderator/Lead Speaker:
Doris Wilhelm, Investor Relations Officer
Paranapanema

Panelist(s)/Co-Speaker(s):
Andrea da Silva Santos, Accountant & Business Consultant
Petroleo Brasileiro SA Petrobras

Donald J Gannon, Partner
Deloitte

Rachelle Girard, CMA, Manager, Investor Relations
Cameco (Canada)

Patrick Legland, Head of Global Research
Société Générale
    Learning Objectives:
  • Understand how these changes may affect your company as preparers of financial statements, and your investors, as users of financial statements
  • Understand how to leverage the transition from IFRS to elevate your position within your company and the situation in case of more than one stock exchange listing (different regulation and accounting principles) – foreign private issuers
  • Learn lessons from a European sell side analyst as well as from Brazilian and Canadian IROs
 
 
* Draft description as of 7/21 2:08 pm, subject to change
 

Actionable Takeaway Documents
  • Global map of roadshow destinations
  • Sample international roadshow programs
  • Top Ten for making a great presentation to a global investor in Europe, in the US, in Asia
  • Top Ten to ensure you get a positive ROI from your time abroad

Why Now?
Competition for international capital has never been so strong. The focus on international diversification, including a growing allocation to emerging markets, is increasing, as evidenced by regularly positive flows in international and global equity funds. Yet, certain European stock markets such as Scandinavia have shown at least as good a performance as their Asian counterparts. Therefore, the roadshow decision is becoming more complex, requiring that IROs take a fresh look at their investor outreach strategy.
Sunday and Wednesday workshops are included in Conference registration. The Finance 101 seminar on 6/11 requires separate registration.
Session Material
Conference registrant access,
log-in required
Investor Relations Beyond Borders: Expanding Your Global Reach*
Wed - Jun, 15 | 1:30 pm - 3:30 pm
Location: Del Lago 2 (Lower Level - JW)
Category: Conference Workshop | Secondary Category: Global IR

This workshop is dedicated to IROs who want to expand their global reach beyond their home markets. It will feature targeting and roadshow techniques, into the US for non US issuers and into international capital markets for anyone.

Participants will also learn from a unique collection of war stories as told by international investor relations practitioners.

The following topics will be addressed by seasoned IROs and global equity portfolio managers from the main capital markets:

  • How are foreign investors best accessed? Do they have specific disclosure requirements, in form and content?
  • Does market capitalization or sector matter? Are they looking at how your company ranks against corporate governance or socially responsible investment criteria?
  • How do you allocate resources between in-person meetings and virtual roadshows? How do you prepare your management for cultural differences?
  • How do you tell your story abroad? How do calculate your ROI on international investor relations?
Moderator/Lead Speaker:
Anne Guimard, PhD, President
FINEO Investor Relations Advisors

Panelist(s)/Co-Speaker(s):
Magdalena Moll, Head of Investor Relations
BASF (Germany)

Joseph Nowicki, CFO & Chief Compliance Officer
Spartan Motors, Inc. (USA)

Luiz Fernando Rolla, Chief Finance & Investor Relations Officer
Cemig

Anthony Takazawa, VP, Global Investor Relations
EMC Corporation
    Learning Objectives:
  • Learn from the experiences of leading IROs, what they have discovered in roadshows away from their home markets
  • Learn the latest investment trends in Europe, in the US and Asia to be able to judge for yourself the suitability of the investment for your IRO team
  • Find out what makes a successful roadshow and how efficiencies are best gained
 
 
* Draft description as of 6/22 5:27 am, subject to change
 

From: 
Email:  
To: 
Email:  
Subject: 
Message: