|8.30 - 9.00||
REGISTRATION, NETWORKING AND LIGHT BREAKFAST
|9.00 - 9.10||
CHAIR’S WELCOME AND OPENING REMARKS INTRODUCING THE CONFERENCE MODERATORSPEAKERS:
|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:
|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:
|11:00 - 11:15||
|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 AGMSPEAKERS:
|12:00 - 12:45||
|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:
|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:
|14:15 - 14:30||
|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:
|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:
|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:
THANK YOU AND GOODBYE
M.Sc. in Economics, University of CopenhagenFormer employment
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.
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.
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.
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.
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.
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.
Simon Chisholm has spent over 20 years working in the investment arena.
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.
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.
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.
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.
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.
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.
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).