Programme

8.30 - 9.00

REGISTRATION, NETWORKING AND LIGHT BREAKFAST

9.00 - 9.10

CHAIR’S WELCOME AND OPENING REMARKS INTRODUCING THE CONFERENCE MODERATOR

SPEAKERS:
  • Flemming Ole Nielsen, Chairman of DIRF and Director of IR & Corp. Communication, DSV A/S
  • Ole Søeberg, Investor and Business Executive
9.10 – 9.55

KEYNOTE: INVESTOR RELATIONS FROM A C-SUITE PERSPECTIVE

Based on his insights and year-long experience as an investor and from large corporations, Jacob will among others share his insights and view on future IR trends and developments including ESG, governance and regulation. How is the investor dialogue used to fine-tune investor communication? Where are the biggest opportunities and threats to IR and what should be brought into focus going forward?

SPEAKER:
  • Jacob Aarup-Andersen, CFO, Danske Bank
10:00 – 11.00

SHAREHOLDER ACTIVISM AND ESG – WHAT ARE THE TRENDS AND DO WE GIVE IT ENOUGH ATTENTION?

Shareholder activism and ESG focus is increasing globally combined with efforts to strengthen investors’ regulatory mandates, exemplified by the Shareholder Rights Directive.

How can companies work actively to support responsible interaction and investment and best obtain the necessary information for a constructive dialogue with investors - irrespective of their “activist” agenda?

How do the companies best respond to an activist investor perceived as aggressive?

How are the corporate ESG initiatives and performance measured – and is it feasible to avoid ESG exclusion lists?

Will ESG responsibility be considered in opposition to financial returns – or will it be two sides of the same coin?

SPEAKERS:
  • Thomas Holst Laursen, partner at Plesner
  • Gilles Mentré, Managing Director, Lazard
  • Søren Larsen, Head of ESG, Nykredit
11:00 - 11:15

COFFEE BREAK

11:15 - 12:00

THE 2017 AGM AND PROXY SEASON – GLOBAL AND LOCAL TRENDS

Evolving trends in shareholder-investor engagement during the 2017 proxy season and issues of increasing concern to investors

How do companies best prepare for the AGM by working actively with proxies and proxy advisors to achieve their desired outcomes?

Analyze share registry data and proxies from the AGM to gain insight into the ownership structure and be prepared for the next AGM

SPEAKERS:
  • Domenic Brancati, Chief Operating Officer, Georgeson
  • Henrik Brünniche Lund, Head of Investor Relations, DONG Energy
  • Michael Kjøller-Petersen, Managing Director, Computershare A/S
12:00 - 12:45

LUNCH BREAK

12:45 - 13:45

A GAME-CHANGER! HOW IS MIFID II EXPECTED TO AFFECT ISSUERS AND INVESTOR RELATIONS?

MiFID II is a game-changer for European equities. What is the industry going to look like in a few years time? How will behavior change? And with just less than four months to go, are market participants ready for the new world?

SPEAKERS:
  • Simon Chisholm, Founder and Managing Director at Feros Advisors
  • Anne Ulriksen, Global Head of Credit Research, Nordea
13:45 - 14:15

NEW TRENDS IN THE EUROPEAN MARKET

The European settlement system TARGET2-Securities (T2S) has increased the speed of harmonization of the stock market in Europe. VP has already joined T2S with EUR and in autumn of 2018, DKK will follow. It is expected to affect most of the Danish issuers. VP already sees a tendency for more ordinary dividend payments per years and in the future more voluntary Corporate Action - including dividend payments in the form of money or shares - how will it affect the market? At the same time, the market expects T2S to attract even more foreign investors to Denmark – will that happen? Or will the new proposals for handling reclaim on investors’ dividend tax obstruct that?

SPEAKER:
  • Morten Skanning, Senior Product Manager, VP Investor Services
14:15 - 14:30

COFFEE BREAK

14:30 - 15:00

INVESTOR TRENDS AND IMPACT FOR IR IN 2017 AND BEYOND

This session will highlight the current investor trends and focus on the rising share of passive investors. How can IROs address a multifaceted layer of additional complexity in their shareholder base? How can you engage with passive investors identifying opportunities in a world of passive investors? Get some best practice tips for IROs to identify investor opportunities ahead.

SPEAKER:
  • Patrick Hughes, Director, Nasdaq Corporate Solutions
15:00 - 15:30

INCREASING NEED FOR INVESTOR TARGETING IN THE LIGHT OF CHANGING REGULATION

As a result of MiFID II, broker behaviour and corporate accesses specifically will change. This may require IR teams to take more in-house responsibility for investor targeting.

How do you target relevant investors? Are there smarter ways than just prioritising investors based on size and whether they have invested in peers?

Quantitative vs. alternative methods

What strategies should IR consider to help prioritize and prepare for roadshows, conferences and other investor events?

The importance of utilizing feedback to pre-qualify investors, understand catalysts for investment decisions, and articulate a clear and compelling equity story to target investors.

SPEAKER:
  • Alex Moody, Associate, Perception Analytics, Ipreo
  • Adam Knight, Senior Analyst - Corporate Analytics, Ipreo
15:30 - 16:30

KEYNOTE: MEGATRENDS – DIGITISATION AND CYBERTRENDS

The future affects us all! The relation between players and stakeholders in IR will be impacted by a world and a market with increased insecurity, changed digital data streams, new requirements and expectations. Data and information are getting ever more uncontrollable and the need for handling of an anarchist data-flow will become decisive factors. Corporations will be measured in real time by parameters ranging from facts to emotions. And the question to everyone will be: Why should I trust you?

SPEAKER:
  • Carsten Beck, Forskningschef v. Instituttet for Fremtidsforskning

THANK YOU AND GOODBYE

Speakers

Read more

Jacob Aarup-Andersen

Chief Financial Officer, Danske Bank

M.Sc. in Economics, University of Copenhagen

Former employment
  • 2016- : Member of the Executive Board, CFO, Danske Bank A/S
  • 2014-2016: Member of the Executive Board, CFO, Danica Pension
  • 2012-2014: Chief Portfolio Manager i Danske Bank A/S, Danske Capital
  • 2010-2012: Principal, TPG-Axon Capital (UK) LLP (England)
  • 2006-2010: Partner and Investment Manager i Montrica Investment Management LLP (England)
  • 2005-2006: Investment Analyst, Highbridge Capital Management (UK) Limited
  • 2002-2005: Associate, Goldman Sachs International (England)
Read more

Thomas Holst Laursen

Attorney-at-Law and Partner, Plesner

Thomas Holst Laursen joined Plesner in 2003 after working with Freshfields in London, today partner, co-head of Equity Capital Markets and relationship and execution responsible for a number of Plesner’s large Danish and international clients.

Broad practice; Thomas focuses on large and complex transactions across all key products within private and public M&A and Capital Markets, including structured processes, M&A, buyouts, mergers, public m&a takeovers, IPOs, rights issues, ABBs, PIPE-deals, block trades, convertible securities, securitizations and investments in both venture and co-investments. Over the years, practice includes an increasing cross-border and outbound JV/M&A and IPO activities for clients.

Read more

Gilles Mentré

Managing Director, Lazard

Gilles Mentré currently heads Lazard’s Shareholder Advisory practice in Europe.

Prior to joining Lazard in 2012, Mr Mentré has had over 10 years of experience in the public sector, international financial advisory and diplomacy.

From 2011 to 2012, Mr Mentré was deputy head of staff of French Minister of Economy and Finance François Baroin. He supervised the work of the Ministry regarding French financial institutions, macro-economics and international finance. In addition, during that period, Mr Mentré was a financial expert for the International Monetary Fund in charge of the technical assistance to Greece.

Mr Mentré is a graduate from Ecole Polytechnique, and the Ecole Nationale d’Administration.

Read more

Søren Larsen

Head of ESG – Asset Management, Nykredit

Søren joined Nykredit in August 2008 and has worked with the Nykredit Policy on Sustainable Investments from its initial phase. Since May 2011 Søren has been heading Nykredit’s efforts to invest responsibly and develop new solutions for sustainable investments.

Prior to Nykredit Søren worked for the Danish liberal party, Venstre, at the Danish Parliament. Here he provided advice on globalization and sustainability among other issues.

Søren holds a Master of Political Science from Aarhus Universitet.

Read more

Domenic Brancati

Chief Operating Officer Proxy Solicitation, Georgeson

Domenic began working for Georgeson in the UK in 2000, and has since played major roles in some of the largest M&A transactions and proxy fights in UK, Europe, Asia and Australasia.

Domenic is a trusted advisor to the firm’s clients on all matters relating to stakeholder engagement. He currently has responsibility for all Georgeson’s operations across UK/Europe and Asia. Domenic has also spent time in Australia running the local Georgeson business.

Read more

Henrik Brünniche Lund

Head of Investor Relations, DONG Energy

Henrik joined DONG Energy as Head of IR before the IPO in 2016.

Henrik was ranked best IR among 78 European transportation companies at Maersk.

Before entering into the world of IR, Henrik worked 20 years on the sell-side – most recently as Head of Research in Carnegie, CPH.

Read more

Michael Kjøller-Petersen

Managing Director, Computershare

Michael was appointed Managing Director of Computershare A/S in 2009 following the acquisition of Danish share registrar and plans provider, I-NVESTOR. Prior to this, Michael co-founded OptionDirect, which was acquired by I-NVESTOR in 2016 and has become the leading provider of share plans management in Denmark.

Michael’s extensive industry experience within project management of complex IT solutions and designing and implementing longterm plan schemes in large organisations ensures that high quality solutions are delivered to all clients. He also has many years of experience in the Danish share registry market, advising issuers on shareholder services, market developments and corporate actions.

Read more

Simon Chisholm

Founder and Managing Director, Feros Advisers

Simon Chisholm has spent over 20 years working in the investment arena.

  • In 2013 Simon established Feros Advisers in response to the significant regulatory and technological changes that are significantly impacting investment managers and quoted companies.
  • Beginning in 2003, he spent 10 years as one of the principle architects in building Berenberg’s London office from 3 people in London to around 140 and establishing the bank as a recognised brand name in the global investment community.
  • Before joining the sellside, Simon was a fund manager investing in European equities first at Singer & Friedlander and then at Henderson Global Investors where he ran European Smaller Companies investment products.
  • After University Simon joined Coopers and Lybrand and qualified as a Chartered Accountant.
Read more

Anne Ulriksen

Global Head of Credit Research, Nordea

Anne Schult Ulriksen is also deeply involved in Nordea Markets Equities’ offering under MiFID II. Anne holds an MA from Yale University, Cand. Mag. from Oslo University and a Certificat d’Etudes Politiques from Institut d’Etudes Politiques in Aix-en-Provence. She took the helm of Credit Research in April 2015, after seven years as an Oil Services equity analyst at Nordea. Prior to that she was an equity analyst at Handelsbanken and a banker for SEB and Citigroup in New York and Oslo.

Read more

Morten Skanning

Senior Product Manager, Issuer Products, VP Securities

Morten Skanning joined VP SECURITIES in October 2016 as a Senior Product Manager within Issuer Products. His role is to create and maintain VP’s attractive product offering within Issuance and Corporate Actions. Before joining VP he worked nine years with Nordea Bank. First as Client Manager within Issuer Services and latest he worked as Head of Client Relations DK and Issuer Services DK, where he held the responsibility of the Issuer Product in Denmark and the relations towards the Danish sub-custody clients.

Read more

Patrick Hughes

Director, Nasdaq Advisory Services

Patrick Hughes is a Director at Nasdaq Advisory Services in London. Patrick has over 15 years of experience working with investor relations teams in various advisory capacities. After joining Nasdaq Corporate Solutions as part of the Thomson Reuters acquisition in 2013, Patrick held prior financial communication roles at Citigate Dewe Rogerson and at Burson-Marsteller. Patrick graduated from Georgetown University in Washington, D.C. with degrees in French, Spanish and European studies.

Read more

Alex Moody

Associate on Perception Analytics Team, Ipreo

As an associate Alex plays a key role in executing studies on behalf of Ipreo’s largest global corporate clients by undertaking in-depth due diligence, ensuring engaging telephone interviews, and providing precise verbatim transcripts. Alex is a core member of the London-based Perception Team with a focus on growing and strengthening relationships with the European client base.

Prior to joining Ipreo, Alex worked at Goldman Sachs in Regulatory Operations, with a focus on Investment Banking reporting. Alex graduated with a BSc. in Property Studies and a post-graduate B.Com honors in Financial Analysis and Portfolio Management from the University of Cape Town.

Read more

Adam Knight

Senior Analyst on Corporate Analytics Team, Ipreo

Adam Knight is a Senior Analyst on the Corporate Analytics team at Ipreo, based in London, and is responsible for conducting investor targeting studies for all of Ipreo’s European clients. He joined the team in 2013. Previously, Adam was a Relationship Manager on the GMI research team at Ipreo, which he joined in 2011. Prior to working at Ipreo, Adam was a Productivity Analyst for the Royal Bank of Scotland Group.

Read more

Carsten Beck

Forskningschef/Director, Instituttet for Fremtidsforskning/Institute for Futures Research

The Copenhagen Institute for Futures Research (IFF) is a private, non-profit organization. IFF is a research institute and think tank with a long list of members. IFF is an independent organization not affiliated to any university and is independent of public sector support. IFF helps both private and public-sector organizations explore, weigh and prepare for future possibilities in order to help them realize their unique desired futures. We perform national and international trend analysis and scenario-based consulting to advise our clients on future based scenarios through courses, seminars, presentations, reports and publications.

Moderator

Ole Søeberg

Nordic Investment Partners

Ole Søeberg made his first investments in 1978. Founded Dansk Aktie Analyse (independent research boutique in Copenhagen) in 1984 and began his working career in Privatbanken in 1985 in International Equities. In the 1990’s he was head of international equities in Denmark for Carnegie and Alfred Berg.

In 1999, he joined TDC (largest Danish telecom operator) as head of Investor Relations until 2006 when TDC was acquired. From 2006 to 2011 he was Director of IR, member of investment committee and M&A gatekeeper in Tryg insurance (second largest Nordic insurer). From 2011-17 he was fund manager and Chief Investment Officer in Skagenfunds, Norway (largest independent Nordic asset management firm).

Sponsors

Main Sponsor

VP Investor Services

Premium Conference Supporter & Exhibitor

Computershare Ipreo CMi2i Moody’s Investors Service Årsrapporter.dk

Conference Supporter

Noted Nasdaq Investis IR Society RD:IR Get Visual

Photos

Videos

Flemming O. Nielsen
Flemming O. Nielsen
Jacob Aarup-Andersen
Jacob Aarup-Andersen
Thomas Holst Laursen
Thomas Holst Laursen
Henrik B. Lund
Henrik B. Lund
Michael Kjøller-Petersen
Michael Kjøller-Petersen
Simon Chisholm
Simon Chisholm
Morten Skanning
Morten Skanning
Patrick Hughes
Patrick Hughes
Alex Moody
Alex Moody
Carsten Beck
Carsten Beck
Flemming O. Nielsen
Flemming O. Nielsen

Download

Presentations

Keynote: Investor Relations from a C-suite perspective

Jacob Aarup-Andersen, CFO, Danske Bank

Shareholder Activism and ESG – What are the trende and do we give it enough attention?

Thomas Holst Laursen, partner at Plesner Søren Larsen, Head of ESG, Nykredit

The 2017 AGM and proxy season – Global and local trends

Domenic Brancati, Chief Operating Officer, Georgeson Michael Kjøller-Petersen, Managing Director, Computershare A/S

A game-changer! How is mifid II expected to affect issuers and investor relations?

Simon Chisholm, Founder and Managing Director at Feros Advisors Thomas Winther Sørensen, Co-Head of Markets Equities at Nordea

Nye tendenser I det europæiske marked med betydning for danske udstedere

Morten Skanning, Senior Product Manager, VP Investor Services

Investor trends and impact for IR in 2017 and beyond

Patrick Hughes, Director, Nasdaq Corporate Solutions

Increasing need for investor targeting in the light of changing regulation

Alex Moody, Associate, Perception Analytics, Ipreo
Adam Knight, Senior Analyst - Corporate Analytics, Ipreo

Keynote: Megatrends – Digitasation and cybertrends

Carsten Beck, Forskningschef v. Instituttet for Fremtidsforskning