The must-attend IR-event of the year in Scandinavia!
Welcome to DIRFdagen 2023
The IR-event of the year in Scandinavia!
Insights from DIRFdagen 2023
Photos, Videos, and Materials from the Event
21 September 2023, kl. 9.00 – 17.00
Scandic Spectrum, Kalvebod Brygge 10, 1560 Copenhagen
More information will be posted gradually on this page
09.00 - 17.00
PROGRAMME
21 September 2023, kl. 9.00 – 17.00
Scandic Spectrum, Kalvebod Brygge 10, 1560 Copenhagen
Keynote
Keynote
Update on ESRS-regulation and standards – key takeaways and focal points from the accountant’s view
Update on ESRS-regulation and standards – key takeaways and focal points from the accountant’s view
Geopolitical tensions and dealings in a new world order
Geopolitical tensions and dealings in a new world order
Celebration of DIRF’s 35-years anniversary
Celebration of DIRF’s 35-years anniversary
Funding of debt – the role of IR in changing capital markets
Funding of debt – the role of IR in changing capital markets
Geopolitical tensions and dealings in a new world order
Geopolitical tensions and dealings in a new world order
09.00 - 09.15
Welcome
Introduction to this year’s DIRFdagen
SPEAKERS
Rachel Curtis Gravesen, Moderator
Claus Ingar Jensen, DIRF Chairman
09.15 - 10.00
Keynote
Presentation of Zealand Pharma’s amazing ’journey’ the past couple of years with turnaround, new strategy and CEO putting together the new management team from Q2 2022 till today. In focus is the entailed stakeholder communication and interaction with investors in relation to two successful increases of capital in a difficult market not fit for fund-raising at the time.
SPEAKERS
Zealand Pharma A/S
Adam Steensberg, President & CEO
10.00 - 10.30
Funding of debt – the role of IR in changing capital markets
In recent decades interest rates in Western capital markets have been stable and historically low but that has now changed. So far, hardy profits and fixed-rate debts by listed companies have ensured calmness despite volatile markets, but corporations finance themselves with both debt and equities so what focus should IR have given the changed conditions. How should IR address the audiences with different focal points (strategy, growth and EBITDA development for shareholders, cash flow and debt servicing capacity for debt holders).
IR panel:
General analyst overview by Sandra Wessman, Ass. Director, Corporate Ratings, S&P Global Market Intelligence
ISS, Jacob Johansen, Head of Group Investor Relations
Danske Bank, Nicolai Tvernø, Chief IR Officer & Head of Debt Investor Relations
10.30 - 11.00
Coffee break
11.00 - 11.45
Break-out sessions
1. The EU’s ESRS reporting standards: What do they mean for IR?
The EU’s European Sustainability Reporting Standards are expected to take effect from January 2024, putting sustainability information on par with financial data. But what are the implications for IR? Using data from the ESG100 study of the 300 largest listed companies in Scandinavia, Position Green will provide an assessment of the current gaps to ESRS readiness and insights for IR.
SPEAKER:
Simon Taylor, Senior Director & Co-founder, Position Green
2. Shareholder knowledge in IR workflow
Learn about the importance of Shareholder knowledge in IR workflow with sharing of several best practices and how issuers can benefit from SRDII. Based on an extensive analysis about the impact of SRDII and how it has impacted issuers in several European countries.
SPEAKER:
Mattias Bendixen, Sales Manager Nordics, Euronext Corp. Solutions
11.45 - 12.15
AI: How can it help IR and what are the threats
Natural language processing: already used by investors to extract insights from earnings calls, press releases and analyst reports. • Enhanced investor targeting. • Market intelligence and data analysis • Compliance: Assistance in identifying potential compliance issues in an ever-changing set of regulatory requirements. • Predictive analytics used by investors analyse market data and trends to make predictions about stock • Reporting: AI could significantly boost efficiency in financial reporting
SpeakerS
Henrik Gøbel, Head of Global Capital Markets EMEA, Morgan Stanley
12.15 - 13.15
Lunch
13.15 - 14.00
Celebration of DIRF’s 35-years anniversary
On the occasion of DIRF’s 35-year anniversary, this panel take us back in history and share their insights and stories from the years past and how IR has developed as a career through the years.
SPEAKERS
Pernille Friis Andersen
Lynge Blak
Thomas Kudsk Larsen
14.00 - 14.45
Break-out sessions
1. Investor targeting – why it is important
All listed companies have investor targeting as a prioritised task. Especially in the present environment. But why is it so important and which tools are to be considered. How can the investor base be mapped.
SPEAKER:
Mark Simms, CEO, CMi2i
2. Communicating sustainability
When done right, communicating sustainability can create a competitive edge a favorable position for a company. If not, it poses substantial reputational risk. Learn about the principles of sustainability communication, the do’s and don’ts of “green messaging” and get a look in the communication professional’s toolbox.
SPEAKER:
Mikkel LotzFeldt, Head of Sustainability, Geelmuyden Kiese
14.45 - 15.15
Coffee break
15.15 - 16.00
Geopolitical tensions and dealings in a new world order
Update on latest developments in the Ukraine-Russian war and its consequences to the financial markets. • What are the consequences of current developments in Asia. • General IR perspective on what to consider in this new environment.
SPEAKERS
Timothy Ash, Senior EM Sovereign Strategist, Emerging Markets, RBC Blue Bay Asset Management
Allan von Mehren, Chief Analyst and China economist, Danske Bank
Thomas Kudsk Larsen
16.10 - 16.45
Busting unconscious bias and mitigating cultural blind spots
How do we bust biases that are invisible to everyone, including ourselves, and what about navigating cultural differences wisely?
SPEAKERS
16.45 - 17.00
Thank you for joining us!
Take-aways from the day
SPEAKERS
Rachel Curtis Gravesen
17.00
DRINKS RECEPTION & NETWORKING
There will be a drinks reception afterwards, where you are encouraged to stay and network.
21 September 2023, kl. 9.00 – 17.00
Scandic Spectrum, Kalvebod Brygge 10, 1560 Copenhagen
10.00 - 11.00
The landscape of ESG
The changing landscape of ESG: Latest trends, new regulation and the role of IR. Focus on ethics, moral and avoiding greenwashing in times with increased focus on sustainability, much regulatory change and most recently also much criticism.
ESG and the board – what works. How to ensure that ESG is not only focused on risk but is balanced with opportunities for companies and their stakeholders.
DSV – the ESG landscape seen from the driver’s seat of a truck. Investors, proxy advisors, rating agencies, regulators etc. – there are many stakeholders across the ESG landscape, and you cannot make everybody happy. Martin and Flemming share DSV’s top learnings from the past years.
SPEAKERS:
Lars Rasmussen, Chairman of the Committee for Good Corporate Governance, Chairman of Board in Coloplast and Lundbeck.
Jeanette Fangel Løgstrup, non-executive director of JP Politikens Hus, Andel Energi etc. and author of ”Bæredygtig ledelse – ESG som den nye ABC for ledelser og bestyrelser”.
Flemming O. Nielsen, Executive Vice President, Head of IR.
Martin Andreasen, Executive Vice President, Group Sustainability & Compliance
MODERATOR
Rachel Curtis Gravesen
Curtis Consult
SPEAKERS
We precent the people who are scheduled to speak at the event