DIRF DAGEN - 2018

Programme

8.30 - 9.00

Registration, networking and light breakfast

9.00 - 9.15

Welcome and opening remarks

SPEAKERS:
  • Claus I. Jensen, chairman of DIRF and Head of IR, Danske Bank A/S
  • Nicolai Ørsted, lawyer and partner, Plesner
  • Ole Søeberg, moderator
9.15 – 10.15

Keynote:Presenting a major change in corporate strategy to investors

Learn how ALK handled investor communication during amajor strategic transition and how management and IRperformed the challenging task of preparing and investors fora new journey and onboarding them.

SPEAKER:
  • Carsten Hellmann, President & CEO, ALK
  • Per Plotnikof, VP Corporate Communications, Investor Relations & Strategic Planning, ALK
10.15 - 10.35

COFFEE BREAK

10.35 - 11.15

The investor perspective: What definesbest-in-class IR today?

What are the hallmarks of good investor communication and what defines effective IR work in large as well as small caps? What are the most important dos and don’ts of current IR work to create investor traction and retain credibility? Does best-in-class IR work benefit valuation?

SPEAKERS:
  • John William Olsen, Fund Manager and Head of Equity Research, M&G
  • Anders Lund, Partner & Portfolio Manager, BLS Capital
11.15 - 12.00

Investor targeting as a means to attract capital – the ISS approach

Get insights into how mixing qualitative and quantitative aspects of investor targeting can help you in the competition for capital,how corporate IR teams can take control of investor targeting in a time- and cost-efficient way– and improve the quality and relevance of road shows and the dialogue with investors in general.

SPEAKERS:
  • Martin Kjær Hansen, Head of Investor Relations, ISS A/S
  • Brendan Fitzpatrick, Director Analytical Services, IPREO
12:00 - 12:45

Lunch and networking in the Atrium

12.45 - 14.00

MIFID II –what are the practical consequences of the new regulatory framework and will it lead toa shift in business models?

With the recent implementation of MiFID II, this session will focus on the practical consequences of the new legislation, considering its implications for the variousstakeholders, from the buyside’s use of in-house corporate access to independent research towhat is happening on the sellside.

Speakersrepresenting the corporate perspective:
  • Anders Hjort, Head of Investor Relations, SimCorp A/S
  • Anders Hedegaard Petersen, CEO, Gabriel Holding

Speakersrepresenting the financial market perspective:
  • Carsten Leth, Portfolio manager, Head of Danish Equities at Nordea Asset Management
  • Per Jørgensen, Head of Equities, Investering og Tryghed
  • Thomas Steen Hansen, Global Head of Equity Research, Danske Bank Equities

Speakersrepresenting the corporate accessperspective:
  • Claire Finnegan-Jones, Global Head of Corporate Access, Danske Bank Equities
  • Bénédicte Thibord, Global Head of Corporate Access, Exane BNP Paribas
14.00 - 14.20

Coffee break

14.20 - 15.20

ESG is creeping in on us –what is it really about and will it impact IR’s role and focus in the years to come?

Is ESG a new buzzword and just old wine on new bottles –or does ithold new perspectives and guidelines for investor and corporate behaviour?How can IR help ensure optimal ESG communication and be a promotor in setting out long-term corporate ESG strategies and achievements in response to investment community demands?

SPEAKER:
  • Eric Christian Pedersen, Member of the Danish Committee on Corporate Governance. Deputy CEO at Nordea Funds Ltd. And CEO at Nordea Invest
  • Ole Buhl, Head of ESG, ATP
  • Nassera Ahmed, Sustainability Specialist, Chr. Hansen A/S
15.20 - 16.30

Keynote: IR and cybersecurity –merely a set of corporate guidelines and actions?

We will focus on the growing risk of cybercrime and on why it matters to be prepared. Recent attacks have taught us all to take the matter seriously, but do we fully graspwhat it is all about? How vulnerableare corporate networks?What should we all know and what is the role of IR?

SPEAKER:
  • Peter Kruse, Head eCrime Unit, CSIS Group
16.30

Wrap up:Main take-aways presented by conference moderator

Drinks while networking sponsored by SkabelonDesign – thank you for coming and goodbye.

Speakers

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Claus I. Jensen

Chairman of DIRF, Head of Investor Relations, Danske Bank A/S

Chairman of DIRF and board member since March 2018. Started in Danske Bank in 2005 in the Group Treasury. Head of IR since 2014 with a background capital markets from international banks and brokers.

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Nicolai Ørsted

Attorney-at-Law, Partner, MBA, Plesner

Nicolai Ørsted is a partner in our Corporate team, who focuses on M&A, capital market transactions (IPOs, take-over bids etc) as well as venture capital. Besides transactions, Nicolai also advises listed companies on disclosure requirements and corporate governance. Nicolai’s advice is underpinned by his strong legal expertise combined with his in-depth commercial and strategic knowledge.

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Carsten Hellmann

President & CEO, ALK

Before taking office at ALK on 1 January 2017, Carsten Hellmann was CEO of Merial S.A. as well as Executive Vice President and member of the Executive Committee of its parent company, the pharmaceutical giant Sanofi. He has held several leadership positions in healthcare and biopharmaceuticals, including Novo Nordisk, Chr. Hansen and Nunc Group. Carsten holds a BSc in Business Administration from Copenhagen Business School and an MSc in Information Management and Technology from Lancaster University Management School, UK.

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Per Plotnikof

VP Corporate Communications, Investor Relations & Strategic Planning, ALK

Per Plotnikof has been head of Investor Relations in ALK since 2005. He is very experienced within communication, the capital markets and the health care sector, in which he has been working for over 15 years. Apart from working with Investor Relations, Per Plotnikof has also been deeply involved in the creation of ALK's strategy plans. Per Plotnikof holds a Master of Science in economics specialised in finance and macroeconomics as well as a supplementary education in journalism and communication.

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John William Olsen

Fund Manager and Head of Equity Research, M&G

Fund Manager and Head of Equity Research at M&G Investments, a £300mio UK based asset manager. JHe joined M&G in 2014 after having spent 18 years with Danske Bank, heading the Danske Capital global equities team for the last 10 of those years. John William currently manages the M&G Global Select Fund as well as the M&G Pan-European Select Fund - both highly concentrated strategies with very long holding periods.

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Anders Lund

Partner & Portfolio Manager , BLS Capital

Partner and Portfolio Manager at BLS Capital Fondsmæglerselskab A/S. Anders holds a M.Sc. in Auditing and Finance from Aarhus Business School and begun his career as an accountant with PriceWaterhouse before joining the asset management industry in 1999. In January 2008 Anders Lund, together with Peter Bundgaard, founded BLS Capital, a boutique asset manager, focusing exclusively on fundamental stock picking investing in a concentrated portfolio of Danish and Global Equities.

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Martin Kjær Hansen

Head of Investor Relations, ISS A/S

Head of Investor Relations since February 2018 and with ISS since mid-2012, the first couple of years as Treasury Manager before joining the IR-team in 2014. Before that Martin worked as an analyst with Jyske Bank, Equity and Credit Research. Martin holds a MSc. in Economics & Auditing and in Finance & International Business.

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Brendan Fitzpatrick

Director Analytical Services, IPREO

Brendan is Director Analytical Services at IHS Markit. He has 22 years of investor relations experience focused on investor targeting, starting out setting up road shows for clients, and eventually starting a successful targeting company (BuysideIQ, LLC). Over the course of his career, Brendan has met with thousands of IROs, tailoring his company’s targeting solution to their challenges. Brendan majored in economics at The University of Notre Dame, and holds an MBA and Masters in Public Policy from The University of Michigan.

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Anders Hjort

Head of Investor Relations, SimCorp A/S

Since 2015, Anders has been heading the investor relation at SimCorp – a leading software provider of integrated investment management solutions. In addition to investor relations, Anders also drive the quarterly enterprise risk management process. Before that Anders worked in the investor relation department at GN Store Nord. Furthermore, Anders has a strong background in the financial industry working in Nordea Corporate Finance as well as an equity research analyst at SEB Enskilda.

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Anders Hedegaard Petersen

CEO, Gabriel Holding

Anders Hedegaard Petersen was employed in Gabriel in 2004 as Manager of Logistics & IT and later Logistics Director. In 2011 he advanced to Chief Executive Officer in Gabriel Holding. Anders has an MsC. in international technology management from Aalborg University.  Next to his position in Gabriel he holds positions as a board member in a variety of boards. 

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Carsten Leth

Portfolio manager, Head of Danish Equities at Nordea Asset Management

Carsten Jantzen Leth, Portfolio manager, Head of Danish Equities at Nordea Asset Management since 2008. Has received several rewards from ie. from Morningstar for best performing mutual fund for Danish equities. Former equities analyst and head of research at Carnegie Bank in Denmark from 1995. Has worked with Danish equities since 1987.

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Per Jørgensen

Head of Equities, Investering og Tryghed

Head of Equities at I&T since 2007. I&T is one of the largest independent asset managers in Denmark with AUM of DKK 10.5 billion. On behalf of clients, I&T invests in Nordic equities without any benchmark or size restrictions and with a clear long-term view giving companies time to unfold their respective value proposition. Per has been active in investing in equities since 1987. Before joining I&T he had leading positions at Hafnia/Codan, PFA Pension, ATP and Nykredit.

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Thomas Steen Hansen

Global Head of Equity Research, Danske Bank Equities

Thomas Steen Hansen has worked within investment banking for more than 20 years with main focus on Equities and Equity Research. He is currently Global Head of Research in Danske Bank running a team of specialists within Equity Research, Corporate Access and Research Support. Prior to Danske Bank Thomas held various positions within sell side Equities at Alfred Berg, ABN AMRO and Handelsbanken. Thomas is a board member in Finansforeningen and a member of the Accounting Committee. He holds a MSc in Economics and Business Administration (Finance and Accounting) from Copenhagen Business School.

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Claire Finnegan-Jones

Global Head of Corporate Access, Danske Bank Equities

Claire Finnegan Jones has worked with corporate access in investment banking for 20 years with a focus on assisting and advising companies on their timely outreach to the global investment community.   Claire is currently Global Head of Corporate Access at Danske Bank managing a team of 12 origination and execution specialists.  Prior to Danske Bank Claire held the same position at Carnegie for 13 years.  Danske Bank is currently ranked #1 in Prospera for Nordic Corporate Access.

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Bénédicte Thibord

Global Head of Corporate Access, Exane BNP Paribas

Bénédicte Thibord joined Exane BNP Paribas as Global Head of Corporate Access since January 2017 and in charge of the development of Exane BNP Paribas corporate services including corporate broking since May 2018. Previously Bénédicte headed SmartConnect services (Corporate/Expert access) at Kepler Cheuvreux since 2013 and Head of Corporate Access and Marketing at CA Cheuvreux since 2008. Holds a master's in banking, finance and insurance from University of Paris Dauphine, as well as a Certified European Financial Analyst diploma from the French Society of Financial Analysts (SFAF).

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Eric Christian Pedersen

Member of the Danish Committee on Corporate Governance. Deputy CEO at Nordea Funds Ltd. And CEO at Nordea Invest

Eric is Deputy CEO of Nordea Funds Ltd, the Nordic fund management company of the Nordea Group, and CEO of Nordea Invest. In addition to his Nordea group positions, Eric is the Deputy Chairman of the Danish Fund and Asset Management Association and a member of the Danish Committee on Corporate Governance. and has 20 years’ experience in banking, pensions and asset management. He holds a Master’s degree in Macroeconomics from the University of Copenhagen.

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Ole Buhl

Head of ESG, ATP

Ole is responsible for coordinating all ATP’s ESG efforts as secretary to ATP’s Committee of Social Responsibility chaired by ATP’s CEO Christian Hyldahl and as team leader for ATP’s internal ESG team of eight analysts. Ole has been with ATP from 2005, from 2009 responsible for ATP’s ESG efforts. Ole holds a MA of Political Science from Aarhus University.

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Nassera Ahmed

Sustainability Specialist, Chr. Hansen A/S

Nassera is a sustainability specialist at Chr. Hansen A/S with over 9 years of sustainability and life cycle assessment expertise from leading international companies and academic institutions, including Novozymes, University of Southern Denmark and Environmental Management Centre in Mumbai. At Chr. Hansen, she is responsible for the SDG reporting and documenting the economic, environmental and social impacts of the company’s business activities in the context of the SDGs. Nassera is educated in environmental technology and waste management.

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Peter Kruse

Head eCrime Unit, CSIS Group

Peter Kruse er medstifter af it-sikkerhedsvirksomheden, CSIS. Han startede karrieren ved at arbejde som it-sikkerhedskonsulent hos bl.a. Telia og TDC og derefter hos den norske antivirus producent, Norman. Peter har opbygget en solid teknisk forståelse for it-sikkerhed med særlig tyngde på avanceret malware og forensics. Igennem årene har Peter og CSIS opbygget et stærkt navn og samarbejder løbende med it-sikkerhedsfirmaer, politi og uddannelsesinstitutioner over hele verden.

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).

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