8.30am - 8.45am
8.45am - 8.50am
WELCOME AND INTRODUCTION
- IAN MATHESON | CEO, Australasian Investor Relations Association (AIRA)
- Nadine Blayney | Head of Content, auzbiz TV
8.50am - 9.20am
ESG: THE FUTURE ROLE OF SUPERANNUATION FUNDS AND THEIR ENGAGEMENT WITH LISTED ENTITIES
- DAMIAN GRAHAM | Chief Investment Officer, Aware Super
9.20am - 9.35am
CURRENT INVESTOR SENTIMENT AND TRENDS IN 2021 AND BEYOND
Against the backdrop of the COVID-19 pandemic, ESG impacts at listed public companies have been propelled to the forefront of investors’ minds as they assess the management of risks and opportunities, operational resilience and shareholder value creation through a period of unprecedented market uncertainty and turbulence. Hear from Angus Booth (Managing Director, Morrow Sodali APAC) as he speaks to the findings of Morrow Sodali’s 6th annual Institutional Investor Survey, which canvasses the views and opinions of more than a quarter of the world’s assets under management at a globally significant point in time.
- ANGUS BOOTH | Managing Director, Morrow Sodali (APAC)
9.35am - 10.15am
ESG IS HAVING A GLOBAL IMPACT ON INVESTOR RELATIONS
Directors are under close scrutiny as the universe of global and local investment threaten strong actions against directors and fiduciaries unless ESG compliance is improved. Climate change policies are a major focus, while modern slavery is an emerging hot point. Companies need to listen, learn and embrace new practices, adapt to current demands and ensure they remain tapped in to changing trends when fresh challenges arise.
- IRIS DAVILA | Head of Investment Stewardship (Australia), Blackrock
- JOEL POSTERS | Head of Stewardship, FutureFund
- MICHAEL YOUNIS | Assistant Vice President, State Street Global Advisors (UNITED STATES)
- Moderator: SEAN O’SULLIVAN | Vice President, Investor Relations & Corporate Affairs, Brambles Limited
10.15am - 10.45am
10.45am - 10.55am
CORPORATE ACCESS THROUGH COVID-19 AND BEYOND
BNY Mellon, in conjunction with Greenwich Associates, interviewed 38 U.S.-based portfolio managers to evaluate their views on direct, in-person access to C-level executives and Investor Relations Officers of issuers headquartered outside the U.S.
We present investor views through the lens of the portfolio manager: meeting preferences, frequency of interaction, satisfaction levels, and the current and lasting impact of the COVID-19 pandemic on business practices.
- ROBERT MEYERS | Principal, Market Intelligence and Strategy, Global Investor Relations Advisory, BNY Mellon (UNITED STATES)
10.55pm - 11.30am
RE-DEFINING IR STRATEGY POST THE COVID PANDEMIC
The pandemic has forced companies rethink investor relations strategies and the way they engage with the market. As the world starts to re-open what will this mean for companies – will they revert back to more “traditional” strategies or will they continue to increase their digital engagement with the market through their investor relations activities. The session will look at recent US regulatory change affecting issuers and brokers; offshore investor relations strategies; corporate access – broker conference, post results marketing including non-deal roadshows; investor days; the changing dimensions of the retail IR and new technologies.
- LINDA CARROLL | Head of Investor Relations, Appen Limited
- VIOLET PAGAN | Vice President, International Corporate Services, OTC Markets (UNITED STATES)
- TESS PALMER | Head of Investor Relations, Transurban
- NATHAN SCHOLZ | Head of Investor & Government Relations, Domino's Pizza Enterprises Limited
- Moderator: JOLANTA MASOJADA | Head of Investor Relations, Domain Holdings Limited
11.30am - 12.15pm
TRENDS IN MARKET STRUCTURE
Domestic and offshore markets have undergone rapid change thanks to the impact of COVID, there has been an increase in the number of retail holders coming onto registers, the emergence of low-cost broking platforms such as Superhero and Robin Hood that have taken market share from traditional retail brokers; market fragmentation; and, derivatives and options markets that are driving volatility and price. Hear from industry leaders on the changing shape of the market and what these trends mean for companies and how they engage with the different participants in the market?
- CATHIE ARMOUR | Commissioner, Australian Securities and Investments Commission (ASIC)
- PAUL CONN | President, Global Capital Markets, Computershare (UNITED STATES)
- TIM QUAST | President, ModernNetworks IR LLC (UNITED STATES)
- DAVID RAPER | Executive General Manager, Trading Services, ASX
- Moderator: IAN MATHESON | CEO, Australasian Investor Relations Association (AIRA)
12.15pm - 2.15pm
ANNUAL BEST PRACTICE AWARDS LUNCH
2.30pm - 2.45pm
CONTEMPORARY IR: RISING TO THE CHALLENGE IN A FAST-CHANGING WORLD
COVID has spurred the position of IR as a critical function within listed companies. As investment funds flood into Asian markets, IR will need to tap a changing investor marketplace. Agility, flexibility and a thorough understanding of substance will be required, along with the power of digital communication. So too will agile approaches to disclosure, adopting a clear role in sustainability and adapting to new market conditions as they arise. [in the investor world,] Teams of individuals who have their own specialities are the new normal.
- SIMON HAYES | Director, Southeast Asia & Head of Investor Relations, Andrews Partnership (SINGAPORE)
2.45pm - 2.55pm
IBX: THE WORLD’S FIRST INDEX MEASURING INVESTOR BRAND STRENGTH
Building a strong investor brand is essential to effective investor communications. It enables listed companies to build trust, preference and loyalty with investors, media, analysts and other stakeholders. Understanding how to build and protect your Investor Brand is critical for growth and longevity. Designate will exclusively launch the Investor Brand Index (IBX): a nuanced, independent assessment of a company’s efforts to communicate with key stakeholders about critical issues such as purpose, strategy, leadership, performance and outlook. The presentation will unpack trends and best practices helping the strongest brands in the ASX200 build advantage and long-term sustainable value.
- PABLO OSTOLAZA | Partner & Strategy Director, Designate
2.55pm - 3.25pm
CFO’s LIFT THE LID ON WHERE INVESTOR RELATIONS IS HEADING
CFOs serve a critical role as the gatekeepers of financial communications between the market, on one hand, and CEOs and the board on the other. So, where do they believe IR should head especially as COVID radically changes interactions with investors? Should they be better informed about markets developments? Do they have a clear understanding of upcoming ESG challenges? As the CFO role changes, how do IROs need to adapt their responsibilities?
- ANDREW CARTLEDGE | Chief Financial Officer, WiseTech Global
- NADINE LENNIE | Chief Financial Officer, Atlas Arteria Limited
- Moderator: STUART KINGHAM | Head of Investor Relations, Challenger Limited
3.25pm - 3.35pm
INSTITUTIONAL OWNERSHIP IN AUSTRALIA
Analytics specialist Orient Capital, will be presenting the trends impacting share ownership in Australia over the past year. They will look at what difference covid has made to shareholdings across Australian corporates and things to watch out for that are global trends.
- ALISON OWERS | Global CEO & Director, Orient Capital (UNITED KINGDOM)
3.35pm - 4.15pm
BUY-SIDE LEADERS OFFER THEIR INSIGHTS ON WHAT THEY WANT FROM IRO’s
Details to come
- MARYANNE DREWE | Head of Proprietary Research | Equities, Perpetual
- SHAUN MANUELL | Head of Australian Equities, AustralianSuper
- Moderator: ROSS MOFFAT | Head of Investor Relations, WiseTech Global
4.15pm - 5.00pm
WHY SUSTAINABILITY REPORTING IS NOW A CHALLENGE FOR EVERY IR PROFESSIONAL
We have experienced significant developments in the reporting landscape over the last 12 months driven by accelerated activities in managing climate risk - with a push to moving towards Net Zero by 2050 - and social impacts arising from the COVID pandemic global lockdown. There is a push for greater transparency around disclosures in mainstream financial reporting through the adoption of global integrated accounting standards that include sustainability. We’ve also seen greater emphasis from Australasian companies to report disclosures in-line with TCFD and SASB disclosure recommendations. Hear from industry experts on what companies need to do to manage the new era of sustainability reporting.
- PRU BENNETT | Sustainability Reporting and Disclosure, Brunswick Group
- TERENCE JEYARETNAM | Partner, Climate Change & Sustainability, EY & Reconciliation Leader, EY
- ADRIAN KING | Partner in Charge, Climate Change & Sustainability, KPMG
- KEITH ROVERS | Head of Sustainable Finance , Minter Ellison
- Moderator: CHRIS VAGG | Head of Investor Relations, Aurizon Limited
5.00 - 5.30pm
ASK THE EXPERTS: MANAGING A BEST PRACTICE GLOBAL IR PROGRAM
Are you stumped over a thorny IR question? Don’t be shy. Just ask our panel what they would do. They are whizzes on everything from managing complex global IR programs; handling their day-to-day job demands; the latest issues causing them strife; and the effective new technologies like how best help managing shareholders and engage new ones. Ask their opinions, too, on any new ideas you have heard in other sessions.
- JILL CAMPBELL | Group General Manager Investor Relations, ANZ Banking Group Limited
- TOBY LANGLEY | EGM - Investor Relations, Xero Limited
- Moderator: ANDREW BOWDEN | Head of Investor Relations, Westpac Banking Corporation
5.30pm - 5.35pm
5.35pm to 7.00pm