Join us at an unmissable event featuring high-impact panels with Heads of IRs, CIOs and leading experts as they dive into the latest shifts shaping investor relations. Get insider perspectives on the economic outlook, geopolitics, ESG, and capital markets trends through thought-provoking keynotes.
Register by 3rd December 2025 by contacting irsummit@keplercheuvreux.com, spaces are limited.
Powered by Kepler Cheuvreux and Euronext
Im Anschluss an die 19. Investor Relations Konferenz lädt der IR club Schweiz seine Mitglieder zum traditionellen Chlaushöck ein.
Der diesjährige Chlaushöck findet in der Amboss Rampe in Zürich statt. Freuen Sie sich auf einen gemütlichen Abend in urbaner Atmosphäre mit Getränken und einem Flying Dinner.
Sollte das Anmeldeformular durch Ihre Firewall blockiert sein, können Sie sich gerne unter info@irclub.ch anmelden.
Die IR Konferenz sowie der Chlaushöck werden unterstützt von:
Hauptsponsor IR club Chlaushöck
Co-Sponsoren
Wir freuen uns darauf, Sie gemeinsam mit SIX zur 19. Investor Relations Konferenz am 27. November 2025 in Zürich einladen zu dürfen
Freuen Sie sich auf ein spannendes Programm mit führenden Schweizer und internationalen ExpertInnen und tauchen Sie ein in die neuesten Entwicklungen im Bereich Investor Relations und Kapitalmärkte. In diversen Best-Practice-Sessions und Keynotes werden Themen rund um Investor Engagement, Aktionärsaktivismus, Karriereentwicklung und Nachhaltigkeit aufgegriffen.
IR club Mitglieder finden im geschützten Bereich auf der Webseite Reviews und weitere exklusive Inhalte vergangener IR Konferenzen.
Werfen Sie hier einen Blick auf die Highlights der 18. SIX Investor Relations Konferenz:
Video edited by WTV Global
A Live Interactive Studio & Platform Experience
Come and experience your own fully branded, virtual AGM - and take home a professional video to showcase your leadership and vision.
Agenda
17:00 Doors open & light refreshments served
17:30 Introduction Computershare / wtv. / Studio
17:50 Studio Tour, Broadcast your event, Lobby presentations
19:00 Guest speaker: Bernhard Heusler
20:00 Doors Close & Thanks
Weitere Informationen zum Programm und den ReferentInnen finden Sie hier.
The investor access landscape has been fundamentally reshaped. Since MiFID II, 56% of small/mid/micro-cap companies report that reaching investors has become more challenging, and with sell-side coverage shrinking, IR teams can no longer rely on brokers to deliver visibility. At the same time, 74% of investors now rely more heavily on corporate websites for company information - shifting power and responsibility directly onto issuers.
This webinar is timely because competition for capital is at an all-time high, and not all investor meetings are created equal. The difference between wasted outreach and real shareholder value lies in knowing who to target, when, and how. The Embera expert team shared what it takes to proactively build your cap-table, independently with efficient use of resources.
The webinar explored:
Speakers:
Turn investor access into investor action and transform every meeting into a driver of shareholder value.
Please note: Participation is restricted to corporate issuers and relevant professionals. We reserve the right to decline registrations.
Angesichts der Verschiebung globaler Kapitalströme und des zunehmenden Wettbewerbs um die Aufmerksamkeit von Investoren müssen Targeting-Strategien weiterentwickelt werden, um echtes Interesse und echte Absichten widerzuspiegeln. Um relevante und engagierte internationale Investoren zu finden, muss man zunächst wissen, wo man suchen muss und welche Signale auf eine positive Dynamik hindeuten.
Institutionelle Filter und Peer-Benchmarks bieten nur einen Teil des Gesamtbildes. Um die richtigen internationalen Investoren zu finden und zu priorisieren, benötigen IR-Teams Zugang zu Mustern, die echtes Engagement und aktuelles Interesse widerspiegeln.
Dieses Webinar stellte einen dynamischeren Ansatz für globales Targeting vor, bei dem Verhaltenssignale, digitale Interaktionen und Echtzeit-Einblicke die Relevanz bestimmen.
Teilnehmende erfuhren:
Teilnehmende lernten Q kennen, den branchenweit ersten IRO AgentTM, der globale Zielgruppenansprache intelligenter macht und IR-Teams dabei unterstützt, vielversprechende Investoren zu identifizieren und zeitnah personalisierte Kontaktaufnahmen zu tätigen.
Teilnehmende erfuhren in einem praxisorientierten Vortrag, wie moderne europäische IR-Teams ihren Ansatz für die globale Kontaktaufnahme weiterentwickeln und stärkere internationale Beziehungen aufbauen.
Die CIRA-Jahreskonferenz ist das zentrale Branchenevent für Kapitalmarktprofis in Österreich – und auch 2025 erwarten wir wieder rund 400 Gäste aus den Bereichen Investor Relations, ESG, Recht und Kommunikation.
In thematisch vielfältigen Panels teilen rund 50 Expertinnen und Experten ihr Wissen – von geopolitischen Einflüssen wie Trump, Zölle und Defense bis hin zu Themen wie Corporate Access, künstliche Intelligenz, Nachhaltigkeitsberichterstattung und regulatorische Entwicklungen.
Agenda:
08:30 Registrierung / Get-together
09:00 Begrüssung
09:10 Panel 1: Trump und der Kapitalmarkt
10:40 Pause
11:10 Panel 2: Investoren - was sie suchen, wie sie entscheiden und Panel 3: Smarte Lösungen für zeitgemässe IR-Arbeit
12:10 Pause
12:25 Panel 4: Now you see me, now you don't - Aktiv vs. Passiv und Panel 5: Rechtsupdate zum Kapitalmarkt
13:30 Mittagessen
15:00 Dino Dorado - The Rockstar of Mentalism
15:30 Panel 6: Omnibus-Reportingfrust und Panel 7: The New Online World
16:30 Pause
17:00 Panel 8 - Sicherheit - Impuls für Wirtschaft und Kapitalmarkt
18:00 Get together
Powered by CIRA
Erfahren Sie von führenden Rechtsexperten mehr über KI-Vorschriften und Compliance-Risiken.
Entdecken Sie hochmoderne KI-gestützte IR-Lösungen, die die Kommunikation und Entscheidungsfindung verbessern.
Erfahren Sie, wie börsenkotierte Unternehmen KI in ihre Finanzmarktstrategien und -kommunikation integrieren.
Programm
14:45 – 15:00 Registration
15:00 – 15:05 Welcome
Michael Füglister | Relationship Manager Issuer Relations | SIX Swiss Exchange
15:05 – 15:30 AI regulation in Switzerland
Rehana Harasgama | Partner | Kellerhals Carrard
Luca Bianchi | Partner | Kellerhals Carrard
15:30 – 16:00 Breaking New Ground: Introducing Q, The First IRO Agent™
Tish Crawford-Jones | Director, EMEA Customer Success & Operational Lead | Q4
16:00 – 16:45 Panel discussion and Q&A
Rehana Harasgama | Partner | Kellerhals Carrard
Luca Bianchi | Partner | Kellerhals Carrard
Tish Crawford-Jones | Director, EMEA Customer Success & Operational Lead | Q4
Moderator: Michael Füglister
16:45 – 18:00 Networking Apéro
Wenn Sie Fragen haben oder weitere Informationen wünschen, wenden Sie sich bitte an das SIX Issuer Relations Team unter iir@six-group.com.
Grundprinzipien einer effektiven Kommunikation zur Kapitalallokation
Entwickeln und kommunizieren Sie Ihre Kapitalallokationsstrategie im aktuellen Umfeld
Die Kapitalallokation ist der Kern der Wertschöpfung und ein wesentlicher Bestandteil Ihrer Equity Story. Eine effektive und gut kommunizierte Kapitalallokationsstrategie überzeugt Investoren von Ihrer Fähigkeit, Renditen für die Aktionäre zu erzielen.
Angesichts hoher Zinsen, Inflation, geopolitischer Unsicherheiten und rückläufiger Wachstumsprognosen ist das Umfeld jedoch zunehmend komplex geworden, und die Meinungen darüber, wie und wo Kapital eingesetzt werden sollte, gehen immer weiter auseinander. Obwohl dieses Thema für Investoren immer wichtiger wird, finden sie oft, dass es von den Unternehmen nicht optimal behandelt wird.
Vor diesem schwierigen Hintergrund hat sich IR Impact mit FGS Global zusammengetan, um zu untersuchen, wie Sie Ihre Kapitalverwendungsstrategie dem Markt am besten vermitteln können.
Die Workshop-Teilnehmer werden Ideen austauschen, Themen diskutieren und von ihren Kollegen lernen, wie sie ihren Ansatz zur Kapitalverwendung am besten anpassen und unter den aktuellen Marktbedingungen die grösste Wirkung erzielen können. Die Plätze sind begrenzt, melden Sie sich also noch heute an.
Programm
15:45 Anmeldung, Networking und Erfrischungen
16:00 Eröffnungsdiskussion: Wandel in der Einstellung zum Kapitaleinsatz
17:00 Roundtable Diskussion
17:50 Zusammenfassung und Schlussanmerkungen
18:00 Apéro
19:00 Ende der Veranstaltung
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 | Michael Henderson, Head of growth – UK, U.S. and Canada, ZKB Securities (UK)
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 | Anca Maria Rafaisz, portfolio manager, Vontobel Asset Management
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powered by
1. Produktpremiere: Devigus Display Televoter
2. Virtuelle Generalversammlungen in der Praxis
Panelteilnehmer/-innen:
Vorläufiger Programmablauf:
14:30 Uhr Eintreffen & Welcome-Coffee
15:00 Uhr Live-Demo Devigus Display Televoter
16:00 Uhr Erfahrungsberichte & Paneldiskussion
17:30 Uhr Networking-Apéro riche
19:00 Uhr Ende der Veranstaltung
As many of us return from summer holidays, we invite you to kick off the second half of 2025 with an informative discussion to address key macroeconomic trends and their impact for the second half of 2025. This virtual IR Club Schweiz event is held in cooperation with Nasdaq.
The topics to be discussed include:
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 | Patrick Hughes is a Director at Nasdaq IR Intelligence based in London. Patrick joined Nasdaq as part of the Thomson Reuters corporate services acquisition in 2013 and has over fifteen years of investor relations experience. Prior to this, he held corporate financial communication roles at Citigate Dewe Rogerson and at Burson-Marsteller.
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Moderated by Pierre Benaich, IR Club Schweiz
In the next Market Connect edition Embera Partners teams up with the stewardship team at Vanguard to discuss the rise of passive investing and effective stewardship engagement, with a focus on D/A/CH (Germany, Austria, Switzerland) corporates.
This in-person session in Zurich will cover:
Speakers:
This is a closed-door event with a focus on corporate issuers and their supervisory and management board, as well as corporate counsel and investor relations representatives. The event will take place in person. Admission is strictly reserved for eligible participants upon verification as there is limited space and seating. We reserve the right to put applicants on a waiting list in case capacity is reached or anticipated. Please wait for your verification. Interested, eligible parties who are interested in the event but cannot participate live in person, can register their interest to receive a summary and follow-up via their corresponding email. Please send us a note, or get in touch via events@emberapartners.com.
Feiern Sie den Sommer mit Ihren Kolleginnen und Kollegen an unserem jährlichen IR club Summer Soirée und geniessen Sie einen entspannten Abend mit gutem Essen, erfrischenden Getränken und vielen Gelegenheiten zum Networking in einer stimmungsvollen Umgebung.
Dieses Jahr freuen wir uns, Sie im Haus am Fluss in Zürich begrüssen zu dürfen - ein einzigartiger Ort mit moderner, erfrischender Atmosphäre und herrlichem Blick auf die Limmat - die perfekte Kulisse für einen unvergesslichen Abend.
Wir freuen uns darauf, Sie im Juli im in Zürich begrüssen zu dürfen!
Hier ein paar Impressionen des IR club Summer Soirrée 2024 auf der Dachterasse von Swiss Life:
Im Juni 2025 veranstaltet der Deutsche Investor Relations Verband die 28. DIRK-Konferenz unter dem Motto "Investor Relations in Zeiten von Permavolatilität" in Frankfurt am Main.
Bei der jährlichen DIRK-Konferenz diskutieren über zwei Tage über 400 Experten aus der Wirtschafts- und Finanzkommunikation in über 30 Workshops, Vorträgen und Podiumsdiskussionen in deutscher und englischer Sprache über wichtige Entwicklungen im IR-Bereich.
Als IR club-Mitglied profitieren Sie von einem attraktiven Rabatt auf den Ticketspreis. Sie erhalten einen Zwei-Tages-Pass für 590 Euro (anstatt 1590 Euro).
The IR club has 85 members nationwide, from Zurich to every corner of the country. While there are plenty of online offerings, it's the face-to-face meetings over a beer or glass of wine that truly bring IR discussions to life and provide valuable networking opportunities.
Join the IR club and SIX at the Sandoz in Basel for an informal event tailored to IR professionals. The event will feature an insightful IR presentation, followed by an engaging discussion session. This chapter is hosted by IR club board member Michèle Schnyder.
Agenda
16:45 – 17:00 Arrival
17:00 – 18:00 Welcome and IR presentation by Sandoz, followed by a discussion on IR topics
From 18:00 Networking and apéro riche
Registration
To attend, please register with the SIX team by emailing michael.fueglister@six-group.com.
The IR club has 85 members nationwide, from Zurich to every corner of the country. While there are plenty of online offerings, it's the face-to-face meetings over a beer or glass of wine that truly bring IR discussions to life and provide valuable networking opportunities.
Join the IR club and SIX at the SGS headquarters in Geneva for an informal event tailored to IR professionals. The event will feature an insightful IR presentation, followed by an engaging discussion session. This chapter is hosted by IR club board member Pierre Bénaich.
Agenda
16:15 – 16:30 Arrival
16:30 – 17:30 Welcome and presentation on IR by SGS, followed by a discussion on IR topics
From 17:30 Networking and cocktail dînatoire
Registration
To attend, please register with the SIX team by emailing michael.fueglister@six-group.com.
The IR club has 85 members nationwide, from Zurich to every corner of the country. While there are plenty of online offerings, it's the face-to-face meetings over a beer or glass of wine that truly bring IR discussions to life and provide valuable networking opportunities.
Join the IR club and SIX at the SFS Group in Heerbrugg for an informal event tailored to IR professionals. The event will feature a production tour and an in-depth IR presentation by Benjamin Sieber, Head of Corporate Development & Investor Relation at SFS Group, focusing on organizing and managing IR processes while ensuring compliance. This chapter is hosted by IR club board member Michèle Schnyder.
Agenda
15:45 – 16:00 Arrival
16:00 – 17:00 Welcome and production tour
17:00 – 18:00 IR presentation by Benjamin Sieber (IR organization, processes, and compliance)
From 18:00 Networking and Apéro riche
Registration
To attend, please register with the SIX team by emailing michael.fueglister@six-group.com.
The IR club has 85 members nationwide, from Zurich to every corner of the country. While there are plenty of online offerings, it's the face-to-face meetings over a beer or glass of wine that truly bring IR discussions to life and provide valuable networking opportunities.
Join the IR club and SIX at the Valiant Bank in Bern for an informal event tailored to IR professionals. The event will feature an insightful IR presentation, followed by an engaging discussion session. This chapter is hosted by IR club board member Michèle Schnyder.
Agenda
10:45 – 11:00 Arrival
11:00 – 12:00 Welcome and IR presentation by Valiant, followed by a discussion on IR topics
From 12:15 Lunch at Jack’s Brasserie, Hotel Schweizerhof
Registration
To attend, please register with the SIX team by emailing michael.fueglister@six-group.com.
Die erste Berichtsperiode unter den ESRS ist geschafft – ein Jahr voller neuer Anforderungen, wertvoller Erfahrungen und spürbarer Lernkurven. Die praxisorientierte ESG-Konferenz des CIRA bietet Raum für Erfahrungsaustausch: Was hat gut funktioniert, wo gab es Hürden, welche Tools und Prozesse haben sich in der Praxis bewährt?Die erste Berichtsperiode unter den ESRS ist geschafft - ein Jahr voller neuer Anforderungen, wertvoller Erfahrungen und spürbarer Lernkurven. Die praxisorientierte ESG-Konferenz des CIRA bietet Raum für Erfahrungsaustausch: Was hat gut funktioniert, wo gab es Hüren, welche Tools und Prozesse haben sich in der Praxis bewährt?
Die dritte CIRA-ESG-Konferenz unter dem Titel „LESSONS LEARNED & NEXT STEPS“ findet am Montag, den 12. Mai 2025, ab 13.00 Uhr im Reitersaal der OeKB, Strauchgasse 3, in Wien statt.
Programmüberblick
12.30 Uhr: Registrierung
13.00 Uhr: Begrüssung
13.30 Uhr: Big Picture – Erste Erkenntnisse und Best Practices
14.30 Uhr: ESRS-Reporting – Deep Dive
16.00 Uhr: Prüfungsablauf und interne Prozesse
17.15 Uhr: ESG-Zukunft – Was kommt, was bleibt, was muss sich ändern?
18.15 Uhr: Get together (Ort: tbd)
Details zum Programm gibt es hier.
Anmeldung
IR club Mitglieder profitieren von einer reduzierten Teilnahmegebühr von EUR 100 (anstatt EUR 200) - hier gehts zur Anmeldung.
Kontakt
CIRA - Investor Relations Austria
Wallnerstrasse 8, 1010 Wien
+43 664 840 30 33
elis.karner@cira.at
www.cira.at
In diesem Webinar erfahren Sie die wichtigsten Erkenntnisse aus der neuen Studie zum Thema «Corporate Access & Investor Engagement» der FH St. Pölten und Embera Partners.
Die Studie beleuchtet, wie Corporate Access in Deutschland und Österreich gestaltet und evaluiert wird, wie sich die Möglichkeiten und Präferenzen seit der Einführung von MiFID II verändert haben, welche Probleme sich aus den neuen Rahmenbedingungen für alle Beteiligten ergeben und welche Lösungen derzeit sowie künftig von Emittenten und der Sell-Side vorgesehen sind.
Renommierte Expert*innen mit langjähriger Erfahrung im Bereich Corporate Access präsentieren und diskutieren im Webinar die Studienergebnisse. Das anschliessende Panel mit hochkarätigen Gästen garantiert spannende Einblicke und wertvollen Austausch.
Weitere Informationen zum Webinar und Anmeldung
Weitere Informationen zur Studie
Über die Organisatoren
Dieses Webinar wird präsentiert von der FH St. Pölten - University of Applied Sciences und Embera Partners. Die Veranstaltung wird unterstützt von der Wiener Börse, CIRA, DIRK, IR club Schweiz und SIX Swiss Exchange.
Be part of an engaging event focused on nature-related reporting. Explore why transparency in nature-related risks and opportunities is crucial. Hear from experts as they share key insights on regulations, investor viewpoints, and practical reporting examples. Discover the latest frameworks, gain perspectives from industry leaders, and connect with peers. Don’t miss this chance to stay ahead of evolving regulations and position your company at the forefront of sustainability standards.
Further information about the event, the speakers and the program can be found here.
If you have any questions or require further information please contact the team at SIX at iir@six-group.com.
We were excited to continue our cherished tradition of combining the IR club Annual General Meeting with a visit to one of our member companies. 2025, dormakaba graciously hosted us at their exceptional offices in Rümlang. Member enjoyed an unique AGM experience, including an exclusive tour of their innovative workspace, followed by a delightful apéro riche (sponsored by our gold partner Embera). It was the perfect opportunity to network and connect with fellow members.
| 16:00 | Annual General Meeting (AGM) moderated by Lorna Davie, President, IR club Schweiz | |
| 16:15 | Presentation by our Gold Partner Embera "The new frontier: using AI-driven data to map opportunity and mitigate risk in capital markets & IR" presented by Andreas Posavac & Lou Nicolson (Embera Partners) | |
| 16.45 | Short introduction by dormakaba, followed by an exclusive tour of their unique industrial office space | |
| 17:15 | Networking Apéro (sponsored by Embera) |
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 | Lou Nicolson is a serial entrepreneur with over 25 years in communications and change management. She co-founded Williams Nicolson in 2021, launched ESG data insights firm Connected Impact in 2022, and now leads Data Counsel, providing data-driven insights for leaders. Her MSc thesis on entrepreneurship earned full marks and a book deal, with The Entrepreneurial Myth reaching the UK business charts. She has studied social science, entrepreneurship, sustainability, and machine learning at institutions including Cambridge and MIT. A critically acclaimed author and strategist, Lou specializes in navigating regulatory uncertainty, market volatility, and global competition.
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In today’s dynamic capital markets landscape, the ability to anticipate reputational and stakeholder risks—and to act on opportunities before they surface—has become a critical advantage. Many companies and their IR teams still rely on old ways of investor engagement that often miss early signals and require significant internal resources.
Embera Partners, together with their exclusive partner The Data Counsel, invites IROs, management and board members to an exclusive, interactive workshop providing insights around cutting-edge AI with investigative data and research methodologies, used by investors and available to investor relations teams now. Providing real-life examples and case studies, Embera Partners plans to cover new ways to:
As a unique, data-driven advisory company, Embera Partners invited participants to explore the possibilities and limitations of the New Frontier around data, technology, and AI. Especially valuable for mid-cap and smaller companies, their solution offered a smarter, leaner way to navigate the complexities of investor relations and corporate reputation—delivering actionable insights that were typically only accessible to large firms with dedicated resources.
Find some impressions of our 2024 AGM hosted by Givaudan below:
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The IR club AGM 2025 is kindly sponsored by our gold partner Embera.
The voting platform for our AGM is kindly provided by our gold partner Devigus.
The IR club Schweiz hosted a webinar in collaboration with the Asset Management Association Switzerland (AMAS). As many of you are aware, AMAS released an engaging and forward-thinking letter in December 2024.
This Engagement Letter serves as a valuable guide for Swiss companies, encouraging them to enhance their corporate governance and sustainability practices. This initiative is a significant step in supporting Switzerland’s commitments to the UN’s 2030 Agenda for Sustainable Development and the Paris Climate Agreement, which strives for net-zero emissions by 2050.
During the webinar, our speakers shared critical insights about the implications of the AMAS Engagement Letter for Swiss companies and their investor relations strategies. They highlighted how aligning with evolving sustainability expectations can strengthen a company’s position in the eyes of responsible investors. By proactively adopting these practices, companies can increase their attractiveness to a growing base of socially conscious investors.
The webinar concluded with a Q&A session, providing an excellent opportunity for discussion.
In der Vergangenheit haben wir im Rahmen unserer Partnerschaft mit dem DIRK exklusiven Zugang zu verschiedenen Veranstaltungen und Versammlungen ermöglicht. Unsere Mitglieder konnten bereits an vergangenen DIRK-Mitgliederversammlungen teilnehmen und von diesen Vorteilen profitieren.
Neben aufeinanderfolgenden Live-Vorträgen gab es parallel Diskussionen in kleinerer Runde für den direkten Erfahrungsaustausch.
Weitere Informationen finden Sie hier auf der Veranstaltungsseite.
In conjunction with Rothschild & Co, the IR club Schweiz was delighted to host a breakfast and networking event discussing some of the key themes and considerations for Investor Relations Teams in 2025.
To frame the discussion, George Karamanos, Global Strategist at Redburn Atlantic, provided a view on how capital allocation decisions are valued across different regions and sectors in an environment of rising tail risks, while Rothschild & Co.’s Investor Advisory team added their own perspectives around equity market engagement within the context of how investors are positioning themselves for 2025. Jens Brueckner, Head of Investor Relations at EFG International, discussed the equity market journey of EFG International from its 2005 IPO to today.
While all companies have their own strategic priorities from an investor relations perspective, there are common themes, challenges and goals. The objective of this session was to provide some expert insights and a forum to discuss some of the major themes and topics that are on the minds of many IR professionals.
 | Jens Brueckner, Head of IR, EFG International | |
 | George Karamanos, Global Strategist, Redburn Atlantic | |
 | Alice Squires, Co-Head Investor Advisory, Rothschild & Co | |
 | Jeremy Wiseman, Co-Head Investor Advisory, Rothschild & Co
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This event featured panels of Heads of IRs, CIOs and experts shared their views on the latest evolutions of investor relations, as well as keynote speakers on the economic outlook, geopolitics, ESG and the latest capital markets trends.
It took place on 11th December in London at Merchant Taylors' Hall, an exceptional venue located in the heart of the City of London. We also invited to join us at our Drinks Reception on 10th December from 6.30pm onwards at Browns.
The program was as follows:
| 08:30 | Registration & welcome coffee |
| 08:45 | Introduction by Kepler Cheuvreux |
| 09:00 | Session 1 - Elections in Europe and the US: Knock-on effects for western economies |
| 09:45 | Session 2 - Sustainability reporting: Testimonials from winners |
| 10:30 | Coffee break & networking |
| 11:00 | Session 3 – Keynote to be confirmed |
| 11:45 | Session 4 - Views from the buy side |
| 12:30 | Lunch break |
| 13:30 | Workshop 1 - Understanding and managing market fragmentation |
| 13:30 | Workshop 2 - Artificial Intelligence for IR |
| 14:15 | Workshop 3 - North American roadshows: What’s new |
| 14:15 | Workshop 4 - Boosting liquidity: Strategies for European corporates |
| 15:00 | Coffee break & networking |
| 15:15 | Workshop 5 - Navigating your close period: Best practices for pre-reporting |
| 15:15 | Workshop 6 – The changing IR role: How to boost your career |
| 16:00 | End of conference |
Find the PDF with more details about the event here.
Powered by Kepler Cheuvreux and Euronext
Der traditionelle Chlaushöck des IR club Schweiz ist ein exklusiver Networking-Anlass für Mitglieder. Der Chlaushöck findet jeweils im Anschluss an die SIX IR-Konferenz in Zürich statt. Dieses Jahr traffen wir uns in der Amboss Rampe in Zürich. Teilnehmende verbrachten einen einen gemütlichen Abend in urbanem Ambiente bei Drinks und einem Flying Dinner.
Hier finden Sie einige Eindrücke von unserem Chlaushöck:
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Main Sponsor
Co-Sponsors
Die Investor Relations Konferenz fand am 3. Dezember 2024 in Zürich statt.
Wenn Sie Fragen haben oder weitere Informationen wünschen, wenden Sie sich bitte an das SIX Issuer Relations Team unter iir@six-group.com.
IR club Mitglieder finden im geschützten Bereich auf der Webseite einen Review sowie exklusive Inhalte der SIX IR Konferenz 2023.
Künstliche Intelligenz ist längst Teil unseres Alltags geworden – von Sprachassistenten und Chatbots bis hin zu personalisierten Newsfeeds und Produktempfehlungen.
Mit dem kürzlich in Kraft getretenen EU AI Act rücken die rechtlichen Rahmenbedingungen für den Einsatz von Künstlicher Intelligenz noch stärker in den Fokus. Wir freuen uns daher, Sie zu unserer exklusiven Veranstaltung (powered by Devigus) einzuladen, die sich mit der verantwortungsvollen Nutzung von Künstlicher Intelligenz (KI) und den Anforderungen der DSGVO-Compliance und den neuen Regelungen des EU AI Act in diesem sich schnell entwickelnden Bereich beschäftigt.
Bei dieser Veranstaltung haben wir uns mit der kritischen Schnittstelle von KI-Innovationen, der DSGVO-Compliance und den rechtlichen Aspekten des EU AI Act auseinandergesetzt. Ziel war es, Ihnen wertvolle Einblicke zu geben, wie Sie KI verantwortungsvoll einsetzen können und gleichzeitig die strengen Datenschutzvorschriften einhalten.
Der Event wurde von einem Apéro riche gefolgt.
 | Arturo Devigus, Geschäftsführer, Devigus Engineering AG | ||
 | Prof. Dr. iur. Daniel Häusermann, LL.M, Rechtsanwalt, Homburger AG
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 | Martin Janisch, Partner Solution Specialist - Security, Microsoft Schweiz GmbH
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This year we were proud to partner with IR Magazine and Corporate Secretary for the upcoming ESG Integration Forum – Europe on November 19. This year's forum brought together experts from Europe and is the ultimate place to learn about developments around expectations related to environmental, social and governance factors.
The forum helped IR, governance and sustainability professionals to understand how current market conditions are impacting ESG priorities across Europe, navigate rapidly changing regulatory landscapes, and prepare for the key issues expected in next year’s proxy season.
Freuen Sie sich auf ein aufschlussreiches Webinar in Zusammenarbeit mit unserem Goldpartner Q4, in welchem wir uns mit der Optimierung der IR-Strategie mit Hilfe der richtigen Tools auseinandersetzen. In dieser Session werden BranchenexpertInnen die neuesten digitalen Plattformen und Technologien vorstellen, welche es IROs ermöglichen, die Kommunikation zu verbessern, Prozesse zu vereinheitlichen und die Zusammenarbeit mit Investoren zu verbessern.
Lernen Sie unter anderem:
Lassen Sie sich diese Gelegenheit nicht entgehen, Ihren IR-Approach mit den richtigen Tools und fachkundiger Anleitung zu verbessern!
ReferentInnen
 | Darrell Heaps, Founder & CEO, Q4 | ||
 | Tanya Thomas, EVP EMEA, Q4
| ||
 | Muge Yucel, Director, Investor Relations & Sustainability, Galata Wind Enerji AS
| ||
 | Isabel Vilela, Head of IR & Corporate Communications, GoviEX Uranium
|
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Der CIRA - CERCLE INVESTOR RELATIONS AUSTRIA lädt zur Jahreskonferenz am 16. Oktober 2024 ein – im Palais Niederösterreich.
Dieses Jahr steht die Teilnahme nebst CIRA-Mitgliedern exklusiv auch Mitgliedern des IR club Schweiz offen.
Hier gehts zur Anmeldung
Die CIRA-Jahreskonferenz ist ein renommiertes jährliches Highlight für Kapitalmarktinteressierte in Österreich. Über 300 Gäste aus den Bereichen Investor Relations, Recht, ESG und Kommunikation sowie rund 50 hochkarätige Referentinnen und Referenten werden in acht Panels ihr Wissen zu aktuellen Themen der Investor Relations teilen.
Nach einer Keynote von General und NATO-Befehlshaber a.D. Hans-Lothar Domröse zum Thema „Europäische Sicherheit inmitten globaler Machtverschiebungen“ diskutieren wir die Perspektiven des Wirtschaftsstandorts Europa. Im Anschluss suchen wir nach neuen Impulsen für den Kapitalmarkt, beleuchten, wie Unternehmen und Investoren besser zusammenfinden können, und bringen unser Rechtswissen auf den neuesten Stand. Selbstverständlich kommen auch Themen wie ESG-Berichterstattung, Künstliche Intelligenz und Digitalisierung nicht zu kurz. Weitere Highlights des Programms sind ein Stimmtraining, die Verleihung der Austrian Financial Communication Awards mit dem diesjährigen Schwerpunkt „Digitale Kommunikation“ sowie Einblicke in Unternehmen, die als Vorreiter in der nachhaltigen Transformation gelten.
Die Details zum Programm sind auf der Konferenzseite ersichtlich.
Für all jene, die schon am Vorabend (15. Oktober 2024) anreisen: Wir laden euch auf eine Zeitreise durch Wien ein. Details folgen!
Am Morgen der Jahreskonferenz (16. Oktober 2024) dann um 7:30 Uhr für alle Sportbegeisterten: CIRA läuf
Falls Sie Fragen zum Event haben, steht Ihnen Elis Karner (elis.karner@cira.at | +436648403033) gerne zur Verfügung.
In Zusammenarbeit mit S&P Global Issuer Solutions und Rose & Company hat der IR club Schweiz, ein Panel von Experten für Investorenengagement zusammengebracht, um Empfehlungen für den Kontakt mit neuen und relevanten Investoren zu diskutieren. Die Diskussionsteilnehmer habe ihre Erfahrungen darüber ausgetauscht, was eine effektive Investorenansprache ausmacht und welche Praktiken sich für die Zusammenarbeit mit Beratern oder die direkte Ansprache der Buy-Side eignen.
Um die Diskussion einzurahmen, hat S&P Global Issuer Solutions einen quantitativen Überblick darüber geben, wo die grössten Chancen für die einzelnen Marktkapitalisierungsklassen der Schweizer Emittenten liegen. Die von S&P Global entwickelten Benchmarking-Daten zu den Eigentumsverhältnissen haben Aufschluss darüber gegeben, wie Ihr Unternehmen im Vergleich zu anderen europäischen Emittenten abschneidet.
Ziel der Veranstaltung war es nicht nur, den Teilnehmern ein gründliches Verständnis dafür zu vermitteln, wie ihr eigenes Unternehmen im Vergleich zu den Benchmarks abschneidet, sondern auch das nötige Wissen zu vermitteln, um bessere Entscheidungen bei der Gewinnung neuer Namen für das Register zu treffen. Zwar hat jedes Unternehmen seine eigenen Herausforderungen bei der Ansprache von Investoren, doch lassen sich Gemeinsamkeiten in Bezug auf die strategischen Eigentumsverhältnisse, die Marktkapitalisierung und den Sektor feststellen. Die Teilnehmer sollten die Sitzung mit einem klaren Verständnis dafür verlassen, wo die Chancen liegen und welche Strategien sie anwenden müssen, um erfolgreich zu sein.
Agenda
Themen
Das Panel erörterte eine Reihe kritischer Themen, die sowohl spezifisch für Schweizer Emittenten als auch allgemein für andere europäische Unternehmen gelten, darunter:
ReferentInnen
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An dieser SIX Veranstaltungen stehen die Auswirkungen der vorgeschlagenen Änderungen des Finanzmarktinfrastrukturgesetzes (FinMiG) im Fokus.
Am 19. Juni 2024 hat das Eidgenössische Finanzdepartement eine Vernehmlassung zu den vorgeschlagenen Änderungen des Finanzmarktinfrastrukturgesetzes (FinMiG) eröffnet. Diese dauert bis zum 11. Oktober 2024.
Die vorgeschlagenen Änderungen beinhalten überraschende Neuerungen, insbesondere in Bezug auf Ad-hoc-Publizität, Insiderlisten, Sperrfristen und Management-Transaktionen. In dieser Veranstaltung werden die wichtigsten Auswirkungen für Emittenten, ihre Manager und Investoren dargelegt und diskutiert.
Wenn Sie Fragen haben oder weitere Informationen wünschen, wenden Sie sich bitte an das SIX Issuer Relations Team unter iir@six-group.com.
Da sich die Investitionslandschaft ständig weiterentwickelt, ist es für IR-Fachleute von entscheidender Bedeutung, die Indizes zu verstehen und effektiv zu steuern.
An dieser Veranstaltung werden renommierte ReferentInnen und BranchenexpertInnen ihr Wissen und ihre Erfahrungen mit Ihnen teilen, damit Sie sich in dem heutigen dynamischen Marktumfeld behaupten können. Diese Veranstaltung bietet auch eine gute Gelegenheit, sich mit anderen IR-Fachleuten und BranchenkollegInnen auszutauschen.
Wenn Sie Fragen haben oder weitere Informationen wünschen, wenden Sie sich bitte an das SIX Issuer Relations Team unter iir@six-group.com.
Our highly anticipated summer soirée in Zurich returned, following the resounding success of last year's IR club summer party!
This year, our member Swiss Life graciously hosted the event on their breathtaking rooftop terrace, overlooking picturesque Lake Zurich. The IR community could indulge in a flying dinner, refreshing beverages, and engaging conversations. With ample time for networking and mingling, this soirée was an enriching experience.
Im Juli 2024 veranstaltet der Deutsche Investor Relations Verband die 27. DIRK-Konferenz unter dem Motto "Künstliche Intelligenz – Hype oder Gamechanger für Investor Relations?" in Frankfurt am Main.
Bei der jährlichen DIRK-Konferenz diskutieren über zwei Tage bis zu 400 internationale Entscheidungsträger aus der Wirtschafts- und Finanzkommunikation in über 20 Workshops, Vorträgen und Podiumsdiskussionen in deutscher und englischer Sprache über wichtige Entwicklungen im IR-Bereich.
Als IR club-Mitglied profitieren Sie von einem attraktiven Rabatt auf den Ticketspreis. Sie erhalten einen Zwei-Tages-Pass für 590 Euro (anstatt 1590 Euro).
Jetzt den Termin im Kalender vormerken!
We continued our popular tradition in 2024 and had the privilege to combine the AGM with a visit to one of our member companies. Givaudan hosted us for a unique AGM combined with an exciting tour through their Innovation Centre in Kemptthal, Zurich.
There was ample time for networking with peers at the subsequent apero riche sponsored by our Gold Partner Nasdaq.
Registration was open to IR club Schweiz members only. The main contact person per member company received a personalised link to the voting platform provided by our Gold Partner Devigus.
Program
| 16:00 | Annual General Meeting (AGM) moderated by Lorna Davie, President, IR club Schweiz | |
| 16:30 | Presentation by our Gold Partner Nasdaq on "Diversifying Your Shareholder Base & Targeting Internationally"
| |
| 16.50 | Short introduction by Givaudan; followed by an exclusive tour of the Givaudan Innovation Center | |
| 18:30 | Networking Apéro (sponsored by Nasdaq) |
Speaker
 | Scott Young - Lead Advisory, Investor Engagement, Nasdaq Scott has 17 years of experience working with Investor Relations teams based in Europe and beyond.
Advising IR teams on the investor landscape globally and the true investor opportunity for their stock. |
The IR club AGM 2024 was kindly sponsored by our gold partner Nasdaq.
The voting platform for our AGM was kindly provided by our gold partner Devigus.
Die dritte ESG-Tagung bietet am 19. & 20. März 2024 eine Plattform für Experten aus dem Bereichen Umwelt, Soziales und Unternehmensführung. Ein spannendes Programm aus Fallstudien, Berichten und Meinungsaustauschen erwartet die Teilnehmerinnen und Teilnehmer.
Am 19.03.2024 startet die Tagung mit einem Austausch in geselliger Runde von 18:00 – ca. 22:30 Uhr.
Am 20.03.2024 findet die Tagung von 9:00 – 16:00/30 Uhr mit einem breiten Angebot an Workshops, Case Studies und Vorträgen und einer Paneldiskussion statt.
Es wird eine Teilnahmegebühr erhoben. IR club Mitglieder profitieren von vergünstigten Konditionen (bitte im Kommentarfeld die Mitgliedschaft erwähnen).
Hier geht's zum Programm
Hier geht's zur Anmeldung
With an increasing number of investors, governance and corporate communications teams adopting machine-learning and generative AI to support their day-to-day decision-making, it is critical for IR teams to follow suit. However, at this nascent stage, there are a lot of questions about the ethical use of AI, accuracy, privacy concerns and more.
The AI for IR forum on March 7 in London is designed to provide IR teams at publicly listed companies with a blueprint for the responsible use of AI to supercharge their IR program.
Featuring AI veterans from the buy side, experts from tech companies, and issuers who have successfully implemented AI, the forum will provide actionable checklists and best practice booklets on how to successfully implement an AI-powered IR strategy in 2024.
This event is organized by IR magazine.
As an IR club member you can benefit from an exklusive 20% discount on ticket prices by using the code IRCLUBCH20.
Im Rahmen unserer Partnerschaft mit dem DIRK freuen wir uns, unseren Mitgliedern exklusiv Zugang zur DIRK-Mitgliederversammlung am 23. Februar 2024 zu ermöglichen.
Neben verbandsinternen Themen stehen vor allem inhaltliche Aspekte der IR-Arbeit in Form mehrerer – teilweise paralleler – Vorträge, Diskussionen oder Workshops auf dem Programm.
Interessierte Mitglieder des IR club Schweiz können sich ab Januar 2024 als Gast auf der Webseite des DIRK für die Mitgliederversammlung anmelden.
Kepler Cheuvreux is delighted to invite you to their IR Summit 2023. They will be co-hosting the event with Euronext again this year, as well as many IR associations. The event will take place on December 14th 2023 at the Salons Hoche, 9 avenue Hoche, 75008 Paris, an exceptional venue located in the heart of Paris, just steps away from the Champs Elysées.
The theme will be: “IR Strategies in a Changing Rate Landscape”.
The event will feature Heads of IRs, CIOs and experts sharing their views on the latest evolutions of investor relations, as well as keynote speakers on the economic outlook, geopolitics, ESG and the latest capital market trends.
Drinks reception on December 13th
Location: Les Deux Magots, 6 place Saint Germain des Prés, 75006 Paris | From 6.30pm
Presentations and workshops on December 14th
Location: Salons Hoche, 9 avenue Hoche, 75008 Paris | 8.30am to 4.45pm
Registration Deadline: December 8th
Contact: irsummit@keplercheuvreux.com
Powered by Kepler Cheuvreux and Euronext
The IR club Chlaushöck 2023 was once again a fun evening of networking, good food and delicious drinks. The Chlaushöck took place after the SIX IR Conference at Loft Five in Zurich.
We loved being able to welcome so many members of the Swiss IR community.
Find some impressions of our Chlaushöck in 2023 below:
Die nächste Investor Relations Konferenz findet am 12. Dezember 2023 in Zürich statt.
Wenn Sie Fragen haben oder weitere Informationen wünschen, wenden Sie sich bitte an das SIX Issuer Relations Team unter iir@six-group.com.
Der CIRA - CERCLE INVESTOR RELATIONS AUSTRIA lädt zur Jahreskonferenz am 11. Oktober 2023 ein – im Hilton Vienna Park, Am Stadtpark 1 in Wien.
Dieses Jahr steht die Teilnahme nebst CIRA-Mitgliedern exklusiv auch Mitgliedern des IR club Schweiz offen.
Hier gehts zur Anmeldung
Die jährliche CIRA-Jahreskonferenz zählt zu den bedeutendsten Veranstaltungen für Kapitalmarktbegeisterte in Österreich. Sie zieht über 300 Teilnehmer:innen aus den Fachgebieten Investor Relations, Recht, ESG und Kommunikation an. Die CIRA-Konferenz stellt für die Community eine hervorragende Gelegenheit dar, sich zu aktuellen Kapitalmarktthemen auszutauschen. Im Rahmen der Veranstaltung werden insgesamt neun Diskussionsrunden zu diversen Bereichen der Märkte und der Unternehmenskommunikation durchgeführt.
Der Konferenztag startet um 9:00 Uhr mit einem Interview mit dem Fussballtrainer Oliver Glasner zum Thema „Chancen erkennen – Herausforderungen meistern“.
Im Laufe des Tages befassen sich Teilnehmende dann mit folgenden Themengebieten:
Den Abschluss des Konferenztages bildet um 18:00 Uhr eine Präsentation von Martin Moder (Science Busters) zu seinen Thesen zur Zukunft. Des Weiteren können sich Teilnehmende dieses Jahr wiederum auf die Verleihung der „Austrian Financial Communications Awards“ freuen.
All jene, die schon am Vorabend (10. Oktober 2023) anreisen, sind herzlich zu einem Get-Together eingeladen. Details folgen! Am Morgen der Jahreskonferenz (11. Oktober 2023) dann um 7:30 Uhr für alle Sportbegeisterten: CIRA läuft (Treffpunkt in der Hotel Lobby um 7:15 Uhr)
Hotelzimmer benötigt? Hier gibt es 15% Discount auf die aktuell verfügbare Hilton-Rate.
Die Details zum Programm sind auf unserer Konferenzhomepage ersichtlich.
Falls Sie Fragen zum Event haben, steht Ihnen Elis Karner (elis.karner@cira.at | +436648403033) gerne zur Verfügung.
Mit Inkrafttreten des neuen Aktienrechts per 2023 und den umgesetzten Statutenänderungen entstehen neue Anforderungen und Möglichkeiten auch in Bezug auf die Durchführung einer rein virtuellen Generalversammlung.
Diese aktuellen Entwicklungen rücken nebst den rechtlichen Aspekten die Frage ins Zentrum, unter welchen Rahmenbedingungen eine rein virtuelle Generalversammlung abgewickelt, professionell inszeniert und aktionärsfreundlich umgesetzt werden kann.
Insbesondere geht es hierbei um die konkrete Umsetzung aller Anwendungsfälle bei einer virtuellen und latenzfreien Generalversammlung mit Live-Abstimmung, Adhoc-Anträgen und Online-Wortmeldeschalter.
Der Partneranlass wird organisiert von Devigus in Kooperation mit dem Center for Corporate Reporting (CCR) und Habegger und adressiert das Thema virtuelle Generalversammlung mit einer interaktiv gestalteten Live-Demo, einem juristischen Fachreferat sowie einer Panel Diskussion.
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Engagements have been identified as a key means for companies to explain their individual situation to institutional shareholders and, viceversa, to allow institutional investors to raise awareness amongst companies for issues they deem important. Join us for this evening event to learn more about engagements and the executive education program that UZH is offering in this field.
We look forward to welcoming you at the University of Zurich!
Following last year's successful IR club summer party with our members and partners we invited our community again for a summer soirée in Zurich.
Our member Zurich Insurance hosted the event at their Quai Café near lake Zurich. The event started off with an interesting heritage tour through their premises at Mythenquai.
Participants then enjoyed a relaxed evening with good food, drinks and ample time for networking.
This event is open to IROs only (no service providers allowed).
The IR club Schweiz is happy to announce that we have once more partnered with our fellow IR Associations in Italy (Italian Investor Relations Association (AIR))and Spain (Spanish Investor Relations Association (AERI)) to provide our members with valuable and exciting inputs.
In April, Goldman Sachs’ Strategy Research team released an investor report titled "Shareholder activism: What investors seek, which companies are targeted, and how stocks perform". In their report, the authors found there to be a surge in shareholder activity during 2022 making it the most active years in almost 20 years. The changing regulatory landscape and an uncertain macro environment could support shareholder activism during 2023 and beyond.
Hear in our webinar from one of the authors of the report and two experts from the Investment Banking and Equities divisions at Goldman Sachs about the changing landscape of activists and the themes they are focusing on.
Panellists
We are pleased to be partnering with IR Magazine for the upcoming IR Think Tank – Europe.
Taking place on Thursday, June 22 at the Bank of America offices in London, the event brings together senior IR officers to take part in short, sharp panel discussions, discuss the key trends affecting public companies and give context to practical, in-depth roundtables on how IR teams are responding.
We are proud to be partnering with IR Magazine for their upcoming IR Magazine Awards – Europe, Thursday, June 22, 2023. We are excited to be welcoming the IR community an evening of celebration, as well as honoring all of the nominees and winners, who have demonstrated IR excellence over the past year.
What to expect on the night?
Find out more about the event and how to sign up here.
Use the code IRCLUBSCHWEIZ20 to get 20% off tickets prices.
Im Juni 2023 veranstaltet der Deutsche Investor Relations Verband die 26. DIRK-Konferenz unter dem Motto "Disruptive Zeiten - IR gibt Orientierung" in Frankfurt am Main.
Bei der jährlichen DIRK-Konferenz diskutieren über zwei Tage bis zu 400 internationale Entscheidungsträger aus der Wirtschafts- und Finanzkommunikation in über 20 Workshops, Vorträgen und Podiumsdiskussionen in deutscher und englischer Sprache über wichtige Entwicklungen im IR-Bereich.
Als IR club-Mitglied profitieren Sie von einem attraktiven Rabatt auf den Ticketspreis. Sie erhalten einen Zwei-Tages-Pass für 390 Euro (anstatt 990 Euro).
Wichtige Anspruchsgruppen fordern von Unternehmen immer umfangreichere und detailliertere Informationen. Ermöglicht mehr Information wirklich bessere Entscheidungen von Stakeholdern? Oder lenkt die Informationsflut vom Wesentlichen ab und führt zu Intransparenz und Fehlinformation? Es stellt sich die Frage, ob die zunehmende Regulierungsdichte mehr Vertrauen, die erwünschte Transformation und eine Weiterentwicklung des Unternehmens zur Folge hat – oder ob sie vor allem aufwändig und teuer ist.
Transparenz zu fordern, ist einfach, sie herzustellen dagegen komplex. Erzielt die Offenlegung von immer mehr Information die gewünschte Wirkung? Offensichtlich ist, dass es für Unternehmen angesichts der Informationsfülle anspruchsvoller wird, mit ihren Kernbotschaften und Werttreibern zu den Stakeholdern durchzudringen. Ist weniger – im Sinne einer Fokussierung aufs Wesentliche – doch mehr?
Im Rahmen des 14. Geschäftsberichte-Symposiums am 14. Juni 2022 lieferten Expertinnen und Experten aus Wirtschaft und Wissenschaft Einblicke in die Thematik unter dem Motto:
Mitglieder des IR club Schweiz profitierten von einer Vergünstigung von 20% auf den Ticketpreis.
We were very pleased to finally have been able to invite our IR club members to a physical AGM again this year, after we had to hold a virtual meeting for the last three years.
We continued our popular tradition and had the privilege to combine the AGM with a visit to our member companies. This year, Zurich Airport together with Dufry hosted us for a unique AGM combined with an exciting tour through the airport. We believe that even for frequent travellers there were lesser-known corners of the airport to discover.
Our gold partner D.F. King and Dufry sponsored the concluding apero riche, where our members had ample time for networking.
Members can find a photo gallery as well as the minutes and slides from the AGM 2023 in the member area.
Registration was open to IR club Schweiz members only. The main contact person per member company received a personalised link to the voting in the official invitation email in March.
Program
| 16:00 | Annual General Meeting (AGM) moderated by Lorna Davie, President, IR club Schweiz | |
| 16:30 | Presentation by our Gold Partner D.F. King on "Corporate Preparedness for the 2023 AGM and Beyond" presented by David Chase Lopes, Managing Director EMEA, D.F. King Ltd | |
| 16.50 | Short introduction by Zurich Airport and Dufry; followed by an exclusive tour of the airport | |
| 18:30 | Networking Apéro (sponsored by D.F. King and Dufry) |
Speaker
 | David Chase Lopes joined Orient Capital in July 2010 and since his arrival has overseen approximately 1,000 shareholder communication mandates across the EMEA region. David was an investment banker from 1992 to 2005 at Deutsche Bank and Société Générale with a specialization in M&A debt financing in the O&G sector. David then worked for John Mayo, CBE, in a series of vehicles including Beehive Capital (finance), Efficient Capital Structures (shareholder activism) and Salisbury Associates (shareholder communications). He is a recognized expert in several shareholder engagement subjects including: M&A, corporate governance and shareholder activism. He speaks regularly on Corporate Governance and Shareholder Engagement internationally. |
Kindly supported by our gold partner Orient Capital & D.F. King.
The voting tool for our AGM was provided by our gold partner Devigus.
BNP Paribas Exane have recently completed a survey on the ESG - Key Challenges for Investor Relations. The results and main takeaways from the survey were presented and discussed in in a webinar on March 2, 2023. We have partnered with our fellow IR Associations in Italy (Italian Investor Relations Association (AIR))and Spain (Spanish Investor Relations Association (AERI)) to provide our members with valuable and exciting inputs on the topic.
The panel of expert speakers addressed the following questions:
Panellists
Members can access the replay of the event in the member area on our website.
Im Rahmen unserer Partnerschaft mit dem DIRK freuen wir uns, unseren Mitgliedern exklusiv Zugang zur DIRK-Mitgliederversammlung am 24. Februar 2023 zu ermöglichen.
Neben verbandsinternen Themen stehen vor allem inhaltliche Aspekte der IR-Arbeit in Form mehrerer – teilweise paralleler – Vorträge, Diskussionen oder Workshops auf dem Programm.
Interessierte Mitglieder des IR club Schweiz können sich ab Januar 2023 als Gast auf der Webseite des DIRK für die Mitgliederversammlung anmelden.
Kepler Cheuvreux's IR Summit will go back to in-person this year!
Kepler Cheuvreux is delighted to invite you to their 13th IR summit. They will be co-hosting the event with Euronext again this year, as well as many IR associations. The event will take place on December 15th 2022 in Milan at Palazzo Mezzanotte, historical headquarters of Borsa Italiana (Euronext Group).
The theme will be: “Macro Makes the World Go Round”.
The event will feature keynote speakers, Heads of IRs, CEOs, CIOs and experts sharing their views on the economic outlook, geopolitics, ESG, capital markets and the latest evolutions of the IR function.
Drinks reception on December 14th
Location: Seitaly Bistro, Corso Italia 6, Milan | From 6.30pm
Presentations and workshops on December 15th
Location: Palazzo Mezzanotte, Piazza degli Affari 6, Milan | 8.30am to 4.45pm
Registration Deadline: November 18th
Contact: irsummit@keplercheuvreux.com
Download the complete program here.
Powered by Kepler Cheuvreux and Euronext
We were delighted to invite our IR club members to the ever-popular Chlaushöck at the end of our special anniversary year. Traditionally, we met after the SIX conference for a christmas get-together with plenty of networking over a fine flying dinner and drinks at Loft Five in Zurich!
This year's tradtional Chlaushöck was hosted by our joint gold partners SWIPRA Services & Morrow Sodali who enriched the evening with a fun quiz game.
The Chlaushöck is powered by Morrow Sodali & SWIPRA
This year we are proud to partner with IR Magazine and Corporate Secretary for the upcoming ESG Integration Forum – Europe on November 22. This year's forum will bring together experts from Europe and is the ultimate place to learn about developments around expectations related to environmental, social and governance factors.
The forum helps IR, governance and sustainability professionals to understand how current market conditions are impacting ESG priorities across Europe, navigate rapidly changing regulatory landscapes, and prepare for the key issues expected in next year’s proxy season.
Join us at the ESG Integration Forum – Europe to make sure you’re best placed to take on the newest ESG-related challenges that issuers face. As a partner, we are delighted to offer you our discount code, IRCLUBCH20, which gives you 20% off the ticket price, use at checkout.
The economic outlook continues to remain very uncertain, posing challenges for corporates to tell their equity story effectively. Companies are grappling with persistent inflation, falling consumer confidence, rising geopolitical tensions and a possible economic recession – factors that add to the pressure on IR teams. Research shows that maintaining a strong connection with the financial community is critical, especially in challenging market conditions. How can companies gauge investor perception in times of heightened stock market volatility? How should companies prepare for and secure buy-side attendance at capital markets days or site visits?
Our panel of expert speakers offered tips for IROs to better tell their equity story in turbulent market times, including
Panellists
Moderated by Patrick Hughes, Director at Nasdaq IR Intelligence
Hosted by Hazel Winchester, Board Member of the IR club Schweiz
powered by Nasdaq Corporate Solutions
Der CIRA - CERCLE INVESTOR RELATIONS AUSTRIA lädt zur Jahreskonferenz am 12. Oktober 2022 ein – vor Ort im Hilton Vienna Park, Am Stadtpark 1 in Wien.
Dieses Jahr steht die Teilnahme nebst CIRA-Mitgliedern exklusiv auch Mitgliedern des IR club Schweiz offen.
Die CIRA-Jahreskonferenz ist alljährlich einer der Höhepunkte für Kapitalmarktinteressierte in Österreich. Mit rund 300 Besucher:innen und etwa 40 hochkarätigen Referent:innen ist die einmal im Jahr stattfindende Konferenz ein renommierter Treffpunkt für Kapitalmarktspezialist:innen in Österreich. In zahlreichen Workshops und Podiumsdiskussionen werden die aktuellen Entwicklungen rund um Investor Relations diskutiert – eine IR-Fachmesse informiert zusätzlich über aktuelle Trends am Kapitalmarkt. Für jene Gäste, die nicht vor Ort sein können, übertragen wir die Panel-Runden live im Internet. Im Anschluss an den Konferenztag findet ab 18:00 Uhr ein Festakt inkl. Verleihung des Austrian Financial Communications Awards 2021 statt.
Die Konferenz beginnt um 9:00 Uhr mit dem Vortrag „Wer simuliert denn hier?“ des Simulationsforschers Niki Popper.
Im Laufe des Tages befassen sich die Teilnehmenden dann mit folgenden Themengebieten:
Wir schließen den Konferenztag mit einem DACH-Expertentalk ab 18:00 Uhr über den „Kapitalmarkt im Wandel“. Außerdem werden wieder die „Austrian Financial Communications Awards“ vergeben und danach gibt es noch eine musikalische Überraschung! Die Details zum Programm werden in dein nächsten Tagen veröffentlicht und sind auf unserer Konferenzhomepage ersichtlich.
Für all jene, die schon am Vorabend (11.10.2022) anreisen, laden wir zu einem Cocktail-Empfang ein. Details folgen!
Am Morgen der Jahreskonferenz (12.10.2022) dann um 7:30 Uhr für alle Sportbegeisterten: CIRA läuft. (Treffpunkt in der Hotel-Lobby um 7:15 Uhr)
Hier können Sie sich bereits jetzt für die Teilnahme an der Konferenz registrieren.
Bitte registrieren Sie sich auch, wenn Sie nur abends dabei sein werden oder nur tagsüber vereinzelte Vorträge besuchen möchten bzw. gerne online zusehen würden.
Mitglieder des IR-Club Schweiz profitieren von einer reduzierten Teilnahmegebühr von 100 Euro.
Hotelzimmer benötigt? Hier gibt es 15% Discount auf die aktuell verfügbare Hilton-Rate.
Falls Sie Fragen zum Event haben, steht Ihnen Elis Karner (elis.karner@cira.at | +436648403033) gerne zur Verfügung.
We are joining IR Magazine this October in Paris for the IR Magazine Forum – Europe!
In a new approach designed to provide fact-based insights, the IR Magazine Forum – Europe on October 6, will present statistics and findings from IR Magazine’s extensive research reports. The data from more than 1,000 IR and investor responses will underpin each conversation about how to solve the challenges that IR teams face today. https://events.irmagazine.com/europeforum/?utm_source=supporting-partner-arir&utm_medium=website&utm_campaign=europe-forum&utm_id=partner#/home/book-your-place-2/
Topics the forum cover are:
Nothing compares to the buzz of entering a packed-out room full of your IR peers. Expect to attend roundtable discussions, networking sessions, and in-depth panel talks about investor relations’ most pressing issues.
Sign up today to join fellow IROs from EXEL Industries, Zorlu Enerji Elektrik Uretim, Banco Santander, Pandox, OTP Bank, SUSE, Innate Pharma who have already signed up!
In-person seats are limited, so book now to avoid disappointment.
Mit Inkrafttreten des neuen Aktienrechts per 2023 entstehen umfangreiche, neue Anforderungen und Möglichkeiten u.a. auch in Bezug auf die Durchführung von Generalversammlungen. Emittenten sind in diesem Kontext ebenso gefordert wie die Shareholder Services Provider.
Diese aktuellen Entwicklungen rücken nebst den rechtlichen Aspekten die Frage ins Zentrum, unter welchen IT-Rahmenbedingungen die Generalversammlung neu abgewickelt werden kann. Insbesondere geht es hierbei um die konkrete Umsetzung aller Anwendungsfälle bei einer gleichzeitig physisch, wie online stattfindenden Generalversammlung.
Dieser Anlass findet in Kooperation mit unserem Goldpartner Devigus und der Auviso AG statt und adressiert das Thema Hybrid-Generalversammlung nach neuem Aktienrecht mit einer interaktiv gestalteten Live-Demo, einem juristischen Fachreferat sowie einer abschliessenden Panel Diskussion mit Unternehmensexperten. Melden Sie sich jetzt an!
Wir freuen uns sehr, Sie zu diesem einmaligen Anlass einladen zu dürfen.
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Digitalization has now fully arrived in the investor relations sector and remains an important, constantly evolving topic, even after the additional boost from the Corona pandemic. This is shown on the one hand by last year's survey "Paradigm Shift in IR: Focus on Digital Interaction with Capital Markets" and on the other hand by the constant need for increased efficiency, innovative workflows and digital tools for the investor relations and communication officers of a company.
But what specific trends can be expected in the short to medium term? What are the important developments coming from abroad for Swiss companies? Edwin van der Geest, Senior Partner at Dynamics Group, provided an up-to-date overview in these developments and best practice approaches for modern corporate news distribution. Dynamics Group consists of long-standing specialists in the field of corporate communications, both at the strategic and operational level. In addition, Edwin van der Geest offered food for thought on the equity story of a listed company. How can an equity story be sharpened for the different needs of different stakeholders, so that it clearly shows why investors should invest in your company?
In the second program item, we got an exciting insight from Marjorie Jochims, who is Senior Corporate Brand Communications Manager at Zur Rose Group, a digital health technology group. She shared with participants the decision-making process of the recent website relaunch, explained the main reasons why Zur Rose Group questioned the setup of its website, how the existing IR website was implmented and shed light on the topic of design and corporate branding in this context.
Alexandra Engesser, Investor Relations Manager at Baloise Group, gave insight into how the company uses a storytelling approach to make complex content accessible to heterogeneous audiences. Using a concrete example, she showed how Baloise turned the innovation story into a gamified and interactive ‘scrollytelling’ website, making the Baloise innovation approach, ecosystem logic and defined goals easy to understand, both internally and externally.
To round off the event, we held a panel discussion with experts on the topics of the keynotes, discussed the impact of the Corona pandemic on the importance of the IR website and offered participants the opportunity to ask questions.
 | Alexandra Engesser, Investor Relations Manager, Baloise Group
Since joining Baloise in mid-2019, Alexandra Engesser has contributed to shaping the corporate strategy and capital market communication towards analysts and investors. Alongside her role as an Investor Relations Manager, she is jointly responsible for the S&P credit rating process and activities in the field of corporate finance. Alexandra holds a Master’s degree in Business and Economics from the University of Basel and an MAS in Finance from the University of Zurich.
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 | Marjorie Jochims, Senior Corporate Brand Communications Manager, Zur Rose Group
Marjorie Jochims is a goal-driven communicator with more than 8 years of experience in listed e-commerce and technology companies. She has been rethinking strategic brand communications at the Zur Rose Group since the beginning of 2022. Prior to that she worked in corporate communications at Zalando SE, Deutsche Bahn AG, Xing SE and Beiersdorf AG.
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 | Edwin van der Geest, Senior Partner, Dynamics Group
Edwin van der Geest is an advisor for individuals and companies with specialization in the fields of public relations, media and finance. He supports numerous listed companies and their bodies in terms of positioning within the capital market and interactions with the financial community. Additionally, he has extensive experience in the field of capital market activities, IPOs, secondaries (equity- & debt), public takeovers and proxy fights. As an active investor, he is familiar with the mechanisms and requirements of the private equity industry. Edwin van der Geest holds a master’s degree in History and Economics from the University of Zurich.
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Over the last 30 years a lot has changed for IR professionals. Today, the challenges facing IR professionals are larger and developing faster than ever: digitalization, changes in regulations and the COVID-19 pandemic with all its implications - just to name a few. The IR club continues to develop its activities to help and support the IR community in facing these challenges.
To celebrate not only the anniversary of the IR club but also all the IR professionals and partners in our community that support the purpose of the IR club, we hosted a summer celebration at the Ruderclub in Zurich on July 7, 2022. It was lovely to see so many of our members and partners join the festivities.
This year we are proud to support IR Magazine Awards – Europe, Thursday, June 23, 2022. The nominations are free to enter, and will close at midnight (GMT) on Friday, March 4, 2022.
You can start your nomination now and add the finishing touches later, so why not set up your profile today?
For more information on the awards, download the entry pack. It is filled with articles from past awards.
This year's IR Society conference focuses on the major prevailing and future potential issues, trends, opportunities and challenges facing IROs in an evolving operating environment.
From big picture themes, including sustainability, technology and innovation, to practical tips relating to day-to-day IR activities, the conference will provide attendees with access to a range of views from across the investment community, as well as real life examples and experiences of IROs working for companies across a variety of sectors.
Ultimately, through these different perspectives, the event aims to support IROs, as they stay agile and adaptable in a transforming world. As usual the conference will feature the regular keynote interviews, panel discussions and breakout sessions, the exhibitor showcase and invaluable opportunities to network with industry peers.
Find more information on the conference here.
Members of the IR club Schweiz can benefit from a 20% discount on ticket prices. Contact us at info@irclub.ch to recieve your personal discount code.
Nicht nur der IR club Schweiz sondern auch der Deutsche Investor Relations Verband feiert 2022 ein Jubiläum: 25 Jahre DIRK-Konferenz.
Die Jubiläumskonferenz bietet an beiden Tagen altbewährte Formate in Form von Keynotes, Diskussionsrunden und Case Studies, einer Fachausstellung sowie parallele Workshop-Sessions zu den unterschiedlichsten IR-Themen unter dem Motto
Nachhaltigkeits-Reporting statt Kapitalmarkstory?
Befreiungsschlag oder Schwitzkasten
Zum feierlichen Abschluss sind alle Anwesenden zum gesetzten Gala-Dinner eingeladen. In diesem festlichen Rahmen werden auch die Gewinner des „Deutschen IR-Preises 2022" gekürt.
Die Teilnahme an der DIRK-Mitgliederversammlung steht nebst DIRK-Mitgliedern exklusiv auch Mitgliedern des IR club Schweiz zum Sonderpreis von 350 Euro offen (Normalpreis 900 Euro).
Weitere Infos finden sie auf der Webseite des DIRK.
Unternehmen stehen in einem Spannungsfeld vielfältiger Anforderungen. Umbrüche wie die Digitalisierung oder der Klimawandel, aber auch regulatorische Bestrebungen zur Schaffung einer nachhaltigen Wirtschaft stellen etablierte Geschäftsmodelle in Frage und erfordern von allen Beteiligten Agilität. Wie können Unternehmen vor diesem Hintergrund glaubwürdig erklären, dass sie heute und in Zukunft Werte schaffen? Wie können sie das Vertrauen ihrer Stakeholder gewinnen?
Im Rahmen des 13. Geschäftsberichte-Symposiums am 13. Juni 2022 liefern Expertinnen und Experten aus Wirtschaft und Wissenschaft Einblicke in die Thematik unter dem Motto:
«Show Value, Build Trust»
Freuen Sie sich auf vielfältige Insights am Geschäftsberichte-Symposium 2022, lassen Sie sich von anerkannten Experten inspirieren und diskutieren Sie in den Sessions mit Ihren Peers. Das vollständige Programm mit internationalen Best Practice Cases und renommierten Referenten sowie das Anmeldeformular finden Sie über den Link unten.
Mitglieder des IR club Schweiz können von einer Vergünstigung von 20% auf den Ticketpreis profitieren.
The Annual General Meeting 2022 will be held virtually.
Registration will be open to IR club Schweiz members only. The main contact person per member company will receive a personalised link to the voting in the invitation email. Many thanks to our Gold Partner Devigus who will provide us with their professional voting platform.
| 16:00 | Annual General Meeting (AGM)
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| 16:30 | Presentation by our Gold Partner Chorus Call on "IR engagements: Seamless transition
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| 17:00 | Q&A |
 | Carmen Vece-Sánchez is Chorus Call Switzerland's General Manager and has held this position since July 2013. She has been with Chorus Call since 2003 and has 19 years of international telecommunication experience. Carmen was born in La Chaux-de-Fonds, Switzerland, in 1974. She graduated with a Commercial degree from Commerce Center Professional (Ceff Commerce), Switzerland and also followed a professional training course in Sales and Marketing Coordinator from the KRM School (Switzerland). |
Im Rahmen unserer Partnerschaft mit dem DIRK freuen wir uns, unseren Mitgliedern exklusiv Zugang zur DIRK-Mitgliederversammlung am 4. März 2022 zu ermöglichen.
Themen, die unter anderem besprochen werden:
Interessierte Mitglieder des IR club Schweiz können sich als Gast auf der Registrationsplattform des DIRK für die Mitgliederversammlung anmelden.
Fundamentals of Investor Relations is the leading IR education program for those new to the profession or considering a career change, or those in affiliate roles who need to better understand the investor relations function.
Ramp-up your IR skillsets and join the alumni group of over 10,000 professionals around the world who have taken this introductory course offered by NIRI. This is the must-attend virtual 2-day workshop to begin your journey in the field of investor relations.
The comprehensive IR seminar offering a structured overview of all aspects of investor relations, including:
IR club Schweiz members can benefit from a special discount. Contact us at info@irclub.ch.
This year we are proud to partner with IR Magazine and Corporate Secretary for the upcoming ESG Integration Forum – Europe on March 1. This year's forum will bring together experts from Europe and is the ultimate place to learn about developments around expectations related to environmental, social and governance factors… and this year, we are back in person!
As a partner, we can offer you a discount code, for you to get 20% off the pass price. Contact us at info@irclub.ch to receive your code.
What to expect at this hybrid event
Join us at the ESG Integration Forum – Europe to make sure you’re best placed to take on the newest ESG-related challenges that issuers face.
Interested in an IR Magazine subscription? We are happy to offer an exclusive discount to all IR Club Switzerland members. Please get in touch with stephanie.netchaeva@irmagazine.com for more information.
Kepler Cheuvreux's 12th IR Summit took place on December 9th, 2021. They co hosted the event with Euronext, as well as many IR associations. The theme was: “On the Road Again”.
The event featured panels of Heads of IRs, CIOs and experts sharing their views on the latest evolutions of investor relations in the post COVID world. It was also a unique opportunity to hear the views of keynote speakers on ESG, the economic outlook and the latest capital markets trends.
Powered by Kepler Cheuvreux and Euronext
Where does your company stand? How do investors see your company and where do they gather their information? Which research is relevant and which impact does it have?
In this webinar Matthias Berninger presented the ESG journey of BAYER and how the company has taken on the challenge of ESG, what worked and what was important. Christine Chow provided insights on the investment process and showed how HSBC evaluate the disclosure amongst other factors. Christine shared some examples and gave hands-on advice.
The session was moderated by Patrick Tobias, representative of IHS Markit for Switzerland and hosted by Hazel Winchester, board member of the IR club Schweiz. Participants had the opportunity to actively partake in a Q&A after the moderated discussion.
The event was a great insight for all levels of expertise!
 | Matthias Berninger, SVP Public Affairs, Science & Sustainability, BAYER | |
Matthias joined Bayer in January 2019 as Senior Vice President for Public Affairs, Science & Sustainability. In his role, he has strengthened Bayer's global public affairs practice and leads the development of a coherent global sustainability strategy published in December 2019. Since 2020, an independent external Sustainability Council is in force and advises the Bayer Board of Management on the consistent implementation of the company's sustainability goals.
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 | Christine Chow, Head of Stewardship, HSBC Asset Management | |
Christine is a Board Member of the International Corporate Governance Network (ICGN) and was appointed honorary adviser to the Financial Reporting Council (FRC) Hong Kong in April 2021. She has 25 years' experience in investment management, research and consulting, with a focus on technology and sustainability. Prior to joining HSBC, she was executive director in charge of ESG advisory and integration at IHS Markit and the global head of technology, Asia and emerging markets at Federated Hermes, EOS.
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| Patrick Tobias, Director, Issuer Solutions Sales, IHS Markit | |
Toby has been with IHS Markit and Ipreo for 10 years servicing clients in the capital markets in Central Europe. His focus are services around Investor Relations, Creditor Relations and ESG. Before joining IHS Markit he worked for ThomsonReuters in a number of roles.
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powered by IHS Markit
This year we are proud to partner with IR Magazine and Corporate Secretary for the upcoming ESG Integration Forum US 2021 (December 1 & 2, Virtual). This year's forum will bring together experts from North America to help issuers develop an integrated approach when responding to investor expectations in 2022.
Discussions at the event include
The ESG Integration Forum will help you keep up-to-date on all the trends and regulatory changes and understand how best to plan your ESG program for the year ahead. Join over 350 IR, governance and sustainability professionals in December to make sure that you are equipped to take on the newest ESG-related challenges.
As a partner, we can offer you a discount code, for you to get 60% off the pass price. Simply contact us at info@irclub.ch to receive your code.
After members of the IR club Schweiz had to do without any physical events for almost two years, we were very pleased to hold our year-end event, the traditional Chlaushöck physically again this winter.
For many of us, the past two years were challenging – in business as well as our private lives. With this year’s Chlaushöck we provided a relaxed atmosphere and space for our members to connect, network and enjoy each other’s company.
Our joint gold partners SWIPRA Services & Morrow Sodali hosted the event and talked about latest trends and challenges with a view to the upcoming AGM season 2022. The evening was enriched by a delicious flying dinner offered by SWIPRA Services & Morrow Sodali.
We loved seeing everyone at Loft Five in Zurich and enjoyed toasting with our members to the upcoming AGM season 2022.
powered by Morrow Sodali & SWIPRA
This year we were proud to partner with IR Magazine and Corporate Secretary for the ESG Integration Forum - Europe on November 18. This year's forum brought together experts from Europe and was the ultimate place to keep up-to-date on all trends, regulatory changes and understand how best to plan your ESG program.
Agenda topics inlcuded
This unique event format offrered all IROs the perfect opportunity to exchange views with selected representatives from the Buyside in an exclusive setting. We were delighted to welcome seven top-class Buyside panelists from BlackRock, Capital Group, Fidelity International, Fidelity Management & Research, Norges Bank Investment Mgmt, T. Rowe Price and Wellington Management.
 | Valentina Barnfather is European Head of Corporate Access at Capital Group having joined in March 2019. She has over 12 years of corporate access experience gained whilst working on the sell-side at Redburn. Before that she was an equity analyst at J.P.Morgan having first qualified as an Chartered Accountant with KPMG. She holds a master’s degree in Psychology from the University of Edinburgh. Valentina is based in London. | |
 | Karen Harley is a Corporate Access Manager at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. | |
 | Patricia Lefranc is Global Head of Corporate Access at Fidelity International, based in London. Patricia was previously Head of Corporate Access, EMEA, at J.P. Morgan and UBS. Patricia was also Head of Investor Relations at Orange SA. Patricia holds a European Master in BA from ESCP Europe. | |
 | Caroline Preston is a vice president of T. Rowe Price International Ltd and is Corporate Access Manager in the Equity Division. In this role, Caroline is responsible for establishing and implementing in-house corporate access strategies in partnership with the investment professionals for EMEA and APAC. Caroline has over 18 years’ experience in Financial Services, and prior to joining T. Rowe Price she was Executive Director at J. P. Morgan Securities within the EMEA Corporate Access team. She earned a BA (Hons) in French and Politics from the University of Bristol. | |
 | Hugo Sanders is the director of Corporate Access and Research Services. He is responsible for building out and overseeing a global corporate access and research services function for Wellington Management. This involves the coordination and management of access to corporates and experts globally in partnership with investors. It also includes on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and bespoke field trips. Hugo also represents the firm to investor relations contacts when appropriate. In addition, he oversees the research services and data teams which manage the full life cycle of external research providers and market data providers including procurement, negotiation of services, due diligence, evaluation and relationship management.
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 | Ellie Tinto is Head of the Corporate Solutions Team for BlackRock EMEA. Corporate Solutions sits in the BlackRock Capital Markets group (BCM). Covering the full spectrum of public and private markets, BCM offers a centralized function for sourcing and syndication, financing, co-investment and corporate solutions activities. Ellie has 16 years’ experience of working in corporate access, beginning with her role as an originator at Société Générale in London. She joined Sanofi Investor Relations team in 2010 where she was tasked with driving European and US investor engagement through targeting and strategic outreach. | |
 | Edward Young is Head of Corporate Access at Norges Bank Investment Management. He joined NBIM in July 2017 after 10 years on the sell-side across Equity Capital Markets and Advisory roles at both Barclays and RBS. Ed has a Bachelor’s Degree in Modern Languages from the University of Bristol. |
This event was held in collaboration with the investor relations associatsion of Spain (AERI) and Italy (AIR).
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IR club Schweiz was supported by wtv to deliver this meeting.
As the economy recovers, small-cap sensitivity to economic change offers the potential for positive growth and a new strategy in the coming months. Staying agile, dealing with uncertainty and harnessing new digital skills are key to operating in the new climate.
The IR Magazine Forum – Small Cap 2021 is designed specifically to help small and micro-cap issuers establish the best possible IR program as the economy recovers.
It is a best practice event which focuses on effective shareholder communications attended by CEOs, CFOs and IROs from small and micro-cap companies spanning multiple industries. This one-day virtual forum focuses on the unique issues affecting small cap companies.
Hear from small-cap investors and issuers on the new approach to maximizing visibility and engaging analysts how to overcome budgetary constraints for ESG and targeting and the industry consensus on in-person meetings over the coming months.
Find more information on the agenda, speakers and how to book, on the IR Magazine Website.
While COVID-19 remains an unwieldly challenge in most regions around the world, a growing number of IR professionals are keen to leverage in-person engagement to more effectively cultivate and nurture long-term relationships with high-priority strategic investors. This webinar discussion covered how corporates can be better prepared to meet the challenges of attracting long term capital from the International & Generalist population in the “new normal” world. Topics discussed included:
Panellists
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John Gilmore, Stewardship & ESG Specialist Martin Currie |
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Neal Howell, Head of Investor Engagement EMEA Nasdaq IR Intelligence |
Moderated by Patrick Hughes, Director at Nasdaq IR Intelligence
Hosted by Lorna Davie, President at IR club Schweiz
powered by Nasdaq
Der Sommer 2020 wird allen IR Managern im Gedächtnis bleiben: Geschäftsberichte werden aus dem Homeoffice realisiert, Hauptversammlungen und Konferenzen werden ins Internet verlegt. Prozesse in der Zusammenarbeit kommen durch Cloud-Systeme plötzlich ohne Papier, Kopierer oder Drucker aus. Meetings und Abstimmungen bedürfen keiner Raumreservierung mehr, sondern finden kurz und knapp als Videokonferenzen statt.
Bei allen Herausforderungen, die wir als Gesellschaft gerade meistern müssen, hat die aktuelle Krise auch viele positive Seiten, die unsere Zukunft prägen werden. Schneller als gedacht finden sich Lösungen, die vorher nicht oder nur in ferner Zukunft denkbar waren. Covid-19 treibt derzeit das Thema Digitalisierung im Unternehmen stärker voran als alles andere, was je in Konzernen versucht wurde!
Der virtuelle Workshop „Digitale IR-Trends“, veranstaltet vom DIRK – Deutscher Investor Relations Verband in Zusammenarbeit mit den Experten von NetFederation, gibt Antworten auf die drängendsten Zukunftsfragen nach Megatrends, deren Einfluss auf die moderne Finanzkommunikation und die Herausforderungen der Digitalen Transformation.
Join David Chase Lopes (Managing Director, D.F. King Ltd, EMEA) and the IR Club of Switzerland as we explore the increasing levels of shareholder dissent at AGMs and other corporate actions and explore ways to develop deeper ties with investors and garner their support through clear alignment.
Together with Antje Stobbe, Head of Stewardship, who leads Allianz Global Investors’ engagement and proxy voting activities globally, Eric Sibbern, Senior Partner and Managing Director at Veraison and Michele Matlock, Senior Investor Relations Officer and Group Rating Agency Relationship Manager at Zurich Insurance, we look at the current situation and what impacts shareholder decision making.
The webinar starts at 3pm CET.
Dr. Antje Stobbe Antje Stobbe is Head of Stewardship and in this capacity leading Allianz Global Investors’ engagement and proxy voting activities globally. She also co-leads the climate engagement with outcome approach that aims to engage with companies on the climate transition pathway towards a low carbon economy. Since she joined Allianz Global Investors on 1 April, 2019 as a Senior ESG analyst she has been focusing on corporate governance and proxy voting for Germany and Austria in particular. Before joining AllianzGI in 2019, Antje was Head of Stakeholder Management in the Investor Relations team at Deutsche Bank since 2013. In this role, she led the corporate governance dialogue with the bank’s top investors and managed the proxy campaign ahead of Deutsche Bank’s General Meeting. Antje also served as the key contact for investors on ESG topics. Before that, she held different management positions in the Research team of Deutsche Bank from 1997 to 2013. Antje holds a PhD in economics from the University of Jena (Germany).
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Eric Sibbern Eric Sibbern is senior partner at VERAISON Capital, an independent asset manager based in Zurich, Switzerland investing in publicly listed small- and mid-cap companies, where long-term value can be enhanced through active shareholder engagement. He has more than 15 years of experience in M&A, corporate governance and shareholder engagement. He worked at international law firms in Zurich and New York and as director in the M&A/Corporate Development team at Credit Suisse. Eric holds a master degree in law from the University of Zurich and a master degree in Banking and Finance from the University of St. Gallen (HSG) and Michigan, Ann Arbor (USA).
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 Michèle Matlock is a Senior Officer in Investors Relations at Zurich Insurance, specialised on governance, remuneration and sustainability issues. She is also the Group Rating Agency Manager, coordinating credit rating agencies assessments of the group and its rated subsidiaries. Before joining Zurich in 2008, she held various senior finance positions in the banking and reinsurance industries. She has master degrees in International relations and Economics from Sciences-po Paris and University Paris-Dauphine and is a US Certified Management accountant.
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David Chase Lopes David joined Orient Capital in July 2010 and since his arrival, his team have overseen a significant number of shareholder communication mandates. Before joining OC, David enjoyed successful leadership positions at Salisbury Associates and Georgeson. David worked in investment banking from 1992 to 2005 at Deutsche Bank and Société Générale. He holds an MA from Columbia University, completed a BA Hons from l’Institut d’Etudes Politiques de Paris and graduated Magna Cum Laude from Hamilton College. He is professionally qualified with the Certificate in Corporate Finance from the CISI and is an FSA-approved individual. He is a member of France’s CLIFF (including its Corporate Governance Board), the UK IR Society, Germany’s DIRK and the ICGN. He speaks regularly on corporate governance and shareholder engagement internationally. In 2014 David was chosen as MD to lead the proxy business of D.F. King (the new name for OC’s proxy activity). | |||||
powered by orient capital / D.F. King
Join the IR Magazine Forum – Equality in IR on June 30, online, to take part in discussions and hear from expert speakers on the biggest issues and trends in 2021. With the help of expert speakers and those leading the charge at public companies, the event will include extensive debates, hands-on mentoring sessions and practical advice on how to build a more inclusive IR community at a professional level, while on a personal level it will cover how to negotiate new responsibilities and move up the ladder.
Find more information on the agenda, speakers and how to book, on the website.
IR club Schweiz members benefit from a 60% discount on tickets. Please write to us if you are interested and we will give you the discount code for the registration.
If you have any questions, email Chloe.Rutter@irmagazine.com or call the IR Magazine team on +44 20 8004 5340.
Die Megatrends Nachhaltigkeit und Digitalisierung verändern Gesellschaft und Wirtschaft fundamental. Der Stakeholder-Ansatz stellt die lange dominierende Fokussierung auf die Shareholder infrage. Klare Ziele und eine schlüssige Strategie für deren Erreichung sind die beste Voraussetzung für den Dialog mit den unterschiedlichen Stakeholdern.
«Navigating the stakeholder jungle» lautete das Hauptthema des 12. Geschäftsberichte-Symposiums am 23. Juni 2021, das erstmals als hybride Veranstaltung durchgeführt wurde.
Mitglieder des IR club Schweiz profitierten von einer Vergünstigung von 20% auf den Digitalpass.
Die 24. DIRK-Konferenz 2021 fand erstmals im rein digitalen Format statt..
Unter dem Konferenzmotto Are you still on mute? Investor Relations mit Abstand noch besser? wurde zusammen mit dem Publikum u.a. die Frage erörtert, welche Auswirkungen die Corona-Krise auf die tägliche IR-Arbeit hat und welche Chancen in diesen Veränderungen liegen (können).
Neben spannenden Keynotes bot die DIRK-Konferenz auch wieder Paneldiskussionen, Vorträge und parallele Workshops-Sessions zu den aktuellsten IR-Themen: von ESG über die digitale Transformation bis zur virtuellen Hauptversammlung.
Die Teilnahme an der DIRK-Mitgliederversammlung stand nebst DIRK-Mitgliedern exklusiv auch Mitgliedern des IR club Schweiz offen.
IR and the purpose-driven business
The Covid-impacted environment has accelerated the need for companies to have a clear vision of their purpose and sometimes to revisit and potentially adjust it. Purpose revolves around ensuring sustainable future performance as well as corporate raison d’etre. Whilst the past year has been a testing one for all, companies now must learn from that experience and invest to drive growth, whilst building business resilience for an uncertain future environment. This year’s event will take a look at the challenges and opportunities companies face including the growing impact of ESG in all its dimensions. The plenary sessions will address all of these themes, from the 'big-picture' trends, real world examples of purpose in action and investor perspectives, through to hands on advice for IR practitioners as their roles continue to evolve.
The Festival of IR is a five-day programme of seminars, panel discussions, roundtables and networking with practical content for IR professionals at every level of their career.
As a member of IR club Schweiz, we would be delighted to invite you to register for the conference at the same rates as UK IR Society members. Please write to us if you are interested and we will give you the discount code for the registration at UK IR Society. If you have any questions at all please don’t hesitate to contact the UK IR Society on +44 20 7379 1763 or enquiries@irsociety.org.uk.
Join the IR Magazine Forum – Europe on June 10, online, to take part in discussions and hear from expert speakers on the biggest issues and trends in 2021. By June there will be some clarity on the prospects for in-person meetings, but progress across Europe may be fragmented. To help IROs stay agile at this pivotal moment, we will delve into the following agenda topics.
Find more information on the agenda, speakers and how to book, on the website.
IR club Schweiz members benefit from a £150 discount on tickets. Please write to us if you are interested and we will give you the discount code for the registration.
If you have any questions, email Chloe.Rutter@irmagazine.com or call the IR Magazine team on +44 20 8004 5340.
How do Swiss companies communicate with the capital market? What digital tools are they using to interact with their stakeholders? And how can digitalization facilitate internal communication of IR data with employees and management?
In the first part of this webinar on May 26, 2021, Sebastian Slania, Senior Investor Relations Manager at Deutsche Post DHl Group, gave insights into internal communication being an integral part of IR at his company. In the second part, Michael Stäheli, Head of Investor Relations & Corporate Communications at PolyPeptide and Board member of the IR club Schweiz, presented the brand new results of our recent survey "Paradigm shift in IR". Which digital IR tools, channels and platforms are used by Swiss listed companies, and which trends are emerging? The webinar was held in English and organized in collaboration with the IR club Schweiz and EQS Group.
| 15:45 | Participants dial-in
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| 16:00 | Welcome
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| 16:10 | Using modern digital visualization tools to get the IR message out to employees and management
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| 16:30 | About the survey «Paradigm shift in IR»
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| 16:35 | Presentation of survey results
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| 16:45 | Panel discussion and Q&A
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| 17:15 | Closing
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 | Sebastian Slania has been with Deutsche Post DHL Group for over 15 years, currently in the role of Senior Investor Relations Manager. Prior to that he was Investor Relations manager at MLP AG. He holds a master's degree in Economics from the Maastricht University. | |
 | Michael Stäheli has in-depth experience with the positioning of companies in the capital market. Recently he joined PolyPeptide, a global leader in peptide development and manufacturing, as Group Head Investor Relations & Corporate Communications. He previously held the same role at Conzzeta for more than six years. |
powered by EQS
in collaboration with the Center for Corporate Reporting (CCR)
The Annual General Meeting 2021 was held virtually.
Even though we all miss personal interactions, 2020 was a very successful year for the IR club Schweiz. We were able to more than double our event offerings across a variety of interesting topics on ESG, Virtual AGMs and Investor Engagement to name a few. Compared to previous years, more members attended the events than ever. We are also delighted to be able to welcome ten new members in our association since the beginning of 2020.
After the AGM part, Sebastian Vismara from our new Gold Partner BNY Mellon spoke about opportunities and risks in the US Covid recovery cycle.
As Covid-19 continues to impact economies across the globe, in the US the Biden Administration faces numerous challenges as they implement new policies and legislate to stimulate growth and recovery. Thank you for joining and discussing these geopolitical and economic trends and their impact on global companies.
Sebastian provided an overview of the Biden stimulus plan in the context of broader issues affecting US spending and inflation over the next few years. Additionally, he addressed the expectations for financial markets including an outlook for Federal Reserve policy and action, and different scenarios for the US economy. Our discussion included thoughts on investment implications, including the expected relative performance of value vs growth stocks, small vs large caps, and equities vs corporate credit.
Registration was open to IR club Schweiz members only. The main contact person per member company has received a personalised link to the voting in the invitation email. Many thanks to our new Gold Partner Devigus who provided us with their professional voting platform.
| 16:00 | Annual General Meeting (AGM)
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| 16:30 | Presentation by Sebastian Vismara from BNY Mellon:
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| 17:15 | Q&A
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 | Sebastian Vismara is a Macro-Financial Economist in the Global Economics and Investment Analysis team at BNY Mellon Investment Management. His responsibilities include conducting analysis on the global economy, financial markets and investment strategy. Prior to this role, Sebastian spent 5 years at the Bank of England working on global macroeconomic analysis and financial market research. In his last role he provided macro financial research support for Governor Carney’s international engagements. A native of Italy, Sebastian studied Finance, Economics and International Relations, with a MSc from the London School of Economics and a BSc from the University of Florence in Italy. |
supported by BNY Mellon
Die Teilnahme an der DIRK-Mitgliederversammlung stand nebst DIRK-Mitgliedern exklusiv auch Mitgliedern des IR club Schweiz offen.
Themen, die unter anderem besprochen wurden:
Morrow Sodali and SWIPRA Services were pleased to invite you to the webinar on Morrow Sodali’s most current Institutional Investor Survey. The survey was conducted for the sixth time and covers the bulk of the global asset management field with most large and influential investors participating across a wide spread of geographies.
On top of identifying important issues and investor views on the upcoming AGM season such as executive remuneration, board engagement and accountability, corporate reporting and the role of activism, this year’s survey addressed the growing importance of ESG and sustainability in investment decisions, and the risks and opportunities that come with it.
In this webinar, Morrow Sodali and SWIPRA Services discussed the key findings of the survey and the implications for the upcoming AGM season and beyond.
Flyer
The IR club Schweiz was supporting partner of this webinar.
Due to the current pandemic situation with the strong trend to avoid mass gatherings ("avoid the crowd") the following questions become more and more central:
The company Devigus has been dealing with the topic of digitalization of shareholder services for quite some time. Due to their in-house development, the longtime experience in Shareholder Services, as well as their broad network, Devigus is able to address exactly these questions and needs in depth.
It gave us great pleasure to host this webinar in cooperation with Devigus as well as Mr. Daniel Häusermann from Homburger AG and Tabea Bürgler from Bossard Group who reviewed the AGM season 2020.
The replay of this webinar is available in our member section.
| 15:30 | Registration
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| 15:35 | Welcome
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| 15:40 | Current situation / Federal Council Regulation 3 to combat the coronavirus as the starting signal for further digitalization steps of the General Assembly
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| 15:50 | Review of the 2020 GM season / Outlook and strategy for future AGM's Tabea Bürgler, General Counsel, Bossard Group
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| 16:00 | Digitalization of the AGM in the new stock corporation law
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| 16:10 | Synthesis Shareholder Service Digitalization: Presentation of the concrete steps of digitalization with chronological classification
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| 16:20 | Moderation Q&A
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| 16:30 | End |
 | Arturo Devigus is the founder and CEO of Devigus Engineering AG. He holds a master degree in mechanical engineering and industrial engineering from the ETH Zurich (Dipl. Ing. ETH) and an Executive Master of Business Engineering from the University of St. Gallen (Exec. MBA HSG). | |
 | Tabea Bürgler is General Counsel of Bossard Group since 2015. | |
 | Daniel Häusermann is a lawyer at Homburger AG. His practice areas include corporate and capital markets law, M&A, capital market transactions and corporate governance. He is also a private lecturer for private and commercial law at the University of St. Gallen. |
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Der virtuelle Workshop "Digitale IR-Trends", veranstaltet von unserem Partnerverband DIRK – Deutscher Investor Relations Verband, gibt Antworten auf die drängendsten Zukunftsfragen nach Megatrends, deren Einfluss auf die moderne Finanzkommunikation und die Herausforderungen der Digitalen Transformation.
Die Teilnehmer lernen praxisnah die für sie passenden Arbeitsfelder kennen und erhalten Tipps, wie sie in ihrem IR-Alltag effizienter und zielgerichteter vorangehen können. Aktuelle Best Practice-Beispiele und Studien liefern Orientierung und Verbesserungsvorschläge für die zukünftige digitale Ausrichtung der eigenen Finanzkommunikation. Im weiteren Verlauf analysieren digitale IR-Profis die IR-Webseiten der Teilnehmer und liefern neben strategischen Empfehlungen auch praktische Tipps und "Quick Wins" für kurzfristig umsetzbare Ergebnisse.
Mitglieder des IR club Schweiz profitieren von Sonderkonditionen und bezahlen nur 390,- € zzgl. MwSt.
Kepler Cheuvreux’s 11th IR Summit will be held virtually on 10 December in cooperation with IR club Schweiz and many IR associations. Don't miss this unique event focusing on the theme "Investor Relations: the New Normal?".
The event will feature panels of CIOs, CEOs, Heads of IR and experts sharing their views on the evolution of investor relations in the COVID world. It will also be a unique opportunity to hear the views of keynote speakers on Brexit, the U.S. election, the economic outlook and capital markets.
Register now (deadline: December 1, 2020): irsummit@keplercheuvreux.com
Aufgrund der aktuellen Situation im Zusammenhang mit Covid-19 kann der Chlaushöck leider nicht durchgeführt werden. Wir sind zuversichtlich, dass das beliebte Treffen im nächsten Jahr wieder stattfinden kann!
We are proud to partner with IR Magazine and Corporate Secretary this year for their virtual ESG Integration Forum - Europe, on December 2. The forum will uncover the underlying factors that have driven the rise of ESG during the pandemic.
ESG discussions to be centered around:
The event will feature discussions between investor relations, governance, risk and compliance experts together to explore the underlying factors that have driven the rise of ESG, deepen shareholder engagement, help companies identify and act on material risks, and better manage shareholder proposals.
Book your place now – with the early-bird rate of £150, discounted from the standard price of £250, available until November 20.
IR club Schweiz members benefit from a discount with the code IRclubch25.
In diesem Intensiv-Workshop, durchgeführt vom DIRK - Deutscher Investor Relations Verband, vertiefen Sie Ihr Wissen im IR Bereich und steigern Ihre Kompetenz als Assistentin oder Assistent. Sie erhalten einen umfassenden Überblick über die Rahmenbedingungen und Treiber der Investor Relations und des Kapitalmarkts. Langjährige Investor Relations-Manager berichten aus der Praxis und verraten Tipps & Tricks für den Alltag. Sie treffen Kollegen aus Österreich, Deutschland und der Schweiz und bauen sich so ein Netzwerk für den kontinuierlichen Erfahrungsaustausch auf.
Mitglieder des IR club Schweiz profitieren von einer Vergünstigung von € 600 (bei der Anmeldung bitte im Kommentarfeld vermerken).
Der CIRA - CERCLE INVESTOR RELATIONS AUSTRIA lädt zur Jahreskonferenz am 14. Oktober 2020 ein – vor Ort im Novotel am Hauptbahnhof Wien, oder virtuell bei der Liveübertragung.
Dieses Jahr steht die Teilnahme nebst CIRA-Mitgliedern exklusiv auch Mitgliedern des IR club Schweiz offen.
Am 14. Oktober 2020 findet eine halbtägige Konferenz als Hybridveranstaltung im Novotel am Hauptbahnhof Wien statt. Eine fixe Sitzplatzzuteilung jedes Teilnehmenden, die Einhaltung von Sicherheitsabständen und Maskenpflicht beim Besuch der Konferenz, sind dabei Teil des Sicherheitskonzepts. Da heuer viele Gäste nicht persönlich vor Ort sein können, werden die Vorträge und Diskussionen dieses Tages auch live online übertragen. Registrierte Gäste haben zudem die Möglichkeit, sich die einzelnen Beiträge im Nachgang als Aufzeichnung anzusehen.
Jetzt anmelden
Darüber hinaus startet ab 20. Oktober 2020 die Konferenz-Serie "CIRA-TV im Herbst" – jeden Dienstag und Donnerstag um 16:00 Uhr via Zoom – mit wichtigen Themen der Kapitalmarkkommunikation.
This unique event format offered all IROs the perfect opportunity to exchange views with selected representatives from the Buyside in an exclusive setting. We were delighted to welcome seven top-class Buyside panelists from BlackRock, Capital Group, Fidelity International, Fidelity Management & Research, Norges Bank Investment Mgmt, T. Rowe Price and Wellington Management.
After a short welcome and overview of the event format we started with a moderated panel discussion. In three breakout sessions the participants met our Buyside panelists together with their peers and were able to ask their most burning questions directly. After about 20 minutes the Buyside panelists switched and moved on to the next breakout room. At the end of the breakout sessions a short wrap up followed.
The replay of the panel discussion is available in our member section.
| 15:00 | Registration
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| 15:05 | Welcome and opening remarks
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| 15:10 | A brief overview of the new virtual corporate access world
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| 15:15 | Moderated Panel discussion Our Panel of Buyside experts will drill down into the major changes in the market that includes the evolution of the Corporate Access function from the sell-side to the buy-side.
Moderator: Victoria Redgrave, Executive Director at Fidelity Management & Research Company (FMR)
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| 16:00 | Breakout sessions
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| 17:25 | Wrap-Up and closing remarks
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| 17:30 | End |
| Valentina Barnfather is European Head of Corporate Access at Capital Group having joined in March 2019. She has over 12 years of corporate access experience gained whilst working on the sell-side at Redburn. Before that she was an equity analyst at J.P.Morgan having first qualified as an Chartered Accountant with KPMG. She holds a master’s degree in Psychology from the University of Edinburgh. Valentina is based in London. | |
| Karen Harley is a Corporate Access Associate at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. | |
| Patricia Lefranc is Global Head of Corporate Access at Fidelity International, based in London. Patricia was previously Head of Corporate Access, EMEA, at J.P. Morgan and UBS. Patricia was also Head of Investor Relations at Orange SA. Patricia holds a European Master in BA from ESCP Europe. | |
| Caroline Preston is a vice president of T. Rowe Price International Ltd and is Corporate Access Manager in the Equity Division. In this role, Caroline is responsible for establishing and implementing in-house corporate access strategies in partnership with the investment professionals for EMEA and APAC. Caroline has over 18 years’ experience in Financial Services, and prior to joining T. Rowe Price she was Executive Director at J. P. Morgan Securities within the EMEA Corporate Access team. She earned a BA (Hons) in French and Politics from the University of Bristol. | |
| | Hugo Sanders is the director of Corporate Access and Research Services. He is responsible for building out and overseeing a global corporate access and research services function for Wellington Management. This involves the coordination and management of access to corporates and experts globally in partnership with investors. It also includes on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and bespoke field trips. Hugo also represents the firm to investor relations contacts when appropriate. In addition, he oversees the research services and data teams which manage the full life cycle of external research providers and market data providers including procurement, negotiation of services, due diligence, evaluation and relationship management. | |
| Ellie Tinto is Head of the Corporate Solutions Team for BlackRock EMEA. Corporate Solutions sits in the BlackRock Capital Markets group (BCM). Covering the full spectrum of public and private markets, BCM offers a centralized function for sourcing and syndication, financing, co-investment and corporate solutions activities. Ellie has 16 years’ experience of working in corporate access, beginning with her role as an originator at Société Générale in London. She joined Sanofi Investor Relations team in 2010 where she was tasked with driving European and US investor engagement through targeting and strategic outreach. | |
| Edward Young is Head of Corporate Access at Norges Bank Investment Management. He joined NBIM in July 2017 after 10 years on the sell-side across Equity Capital Markets and Advisory roles at both Barclays and RBS. Ed has a Bachelor’s Degree in Modern Languages from the University of Bristol. |
IR Club Schweiz was supported by OpenExchange to deliver this meeting.
IR Magazine is holding the Global IR Forum 2020 on October 6 – October 8, bringing together investor relations officers from different sectors, markets and regions to learn how to adapt their IR program at a time when markets are rapidly evolving and shareholder bases are changing.
Regional outlook
Different governments have approached the Covid-19 crisis in contrasting ways, and the speed at which restrictions have been easing is equally different. This creates a variety of scenarios for business, regulators and investors alike. The Global IR Forum is structured to focus on the most relevant challenges facing investor relations in your region.
Sector-specific discussions
The global pandemic has accelerated digitalization, increased awareness on health practices and had a significant impact on the global economy. The nature of your industry and how it reacts to macro cycles presents unique challenges for your business and investor base. This year, the Global IR Forum features sector-focused sessions, so whether you’re managing risk or maximizing opportunity you can hear from leading heads of IR at public companies, investors and analysts.
IR club members benefit from a 50% discount on tickets. Please write to us if you are interested and we will give you the discount code for the registration.
If you have any questions, email Priscilla.Lim@irmagazine.com or call the IR Magazine team on +44 20 8004 5340.
On Thursday, October 1, the IR Magazine Awards – Europe took place. The internationally renowned IR Magazine Awards – Europe honored excellence in the investor relations profession. The prestigious ceremony hosted the best of the IR community from across Europe at 8 Northumberland Avenue in London.
By popular demand, the awards once again presented two types of award categories – researched and nominated – both celebrating the success of those individuals and companies that are leading the way in IR across Europe.
If you have any questions, email Priscilla.Lim@irmagazine.com or call the IR Magazine team on +44 20 8004 5340.
"Embracing Change: The new age of IR"
Alongside keynote addresses, the conference sessions will look at key market themes and mega trends, ESG and stewardship and how to shape your IR programme in a post-COVID world.
While this year the conference format might be a little different, we look forward to bringing you the same unrivalled content combining live interactive discussions and on demand sessions. You will also have the opportunity to network with peers and visit exhibitors via the virtual platform throughout the event. The full programme and information on speakers, as well as highlights videos from the 2019 event, can be found on the UK IR Society’s conference microsite.
After the live event, the virtual environment will remain live for 30 days, during which time ticket holders can revisit the site and access the on demand content as well as visiting the exhibition booths.
The IR Society is charging a fee of £150 + VAT for IR Society members (£200 + VAT for non-members), but there is an early bird discount for any international partner bookings received by Friday 14 August, taking the price down to £75 + VAT.
As a member of IR club Schweiz, we would be delighted to invite you to register for the conference at the same rates as UK IR Society members. Please write to us if you are interested and we will give you the discount code for the registration at UK IR Society. If you have any questions at all please don’t hesitate to contact the UK IR Society on +44 20 7379 1763 or enquiries@irsociety.org.uk.
On September 23, for the first time ever, the IR Magazine Forum – Small Cap will be open up to professionals from small and micro-cap companies from around the world.
Join us virtually as we focus on the unique issues affecting small cap companies such as increasing sell-side coverage, managing volatility and more as you interact with speakers and have one-to-one networking in-between panel talks.
The IR club Schweiz is a supporting association of this virtual event and IR club members benefit from a 25% discount on tickets. Please write to us if you are interested and we will give you the discount code for the registration at IR magazine.
Program and Speakers
Current developments show that investors increasingly consider ESG an important part of their valuation of companies – but can we put numbers to these issues? A panel of sector specialists and IR professionals discussed the state of ESG accounting in investment management.
Welcome & Closing: Chris Menth, Board member of the IR club Schweiz
Moderation: Richard Davies, RD:IR
 | Barend van Bergen is EY Global Long Term Value Methodology Leader and an Assurance Partner with Ernst & Young – United Kingdom. He has over 20 years of experience advising companies on measuring, managing and communicating the impact and long term value they create for investors and other stakeholder groups. In addition to his client work, he is a member of the EY teams working with the Coalition for Inclusive Capitalism to encourage, measure and demonstrate long term value creation. Barend has authored several publications, was a part-time visiting fellow at the Yale School of Management and holds a degree in Industrial Engineering and Innovation Sciences from the Eindhoven University of Technology. | |
 | Neil Stewart joined SASB in 2020 as its New York-based Director of Corporate Outreach, bringing more than 25 years of experience in and around investor relations and corporate governance. Previously he was at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies. Formerly Editorial & Research Director of both IR Magazine and Corporate Secretary magazine, Mr. Stewart is well known for having led a global lineup of conferences and awards events. He is currently president of NIRI NY, the New York chapter of the National Investor Relations Institute. | |
 | Zoso Davies, part of the ESG working group in Barclays Research, iIs a Director in the European Credit Strategy team at Barclays, covering Investment Grade and Macro Credit. As part of his role, Dr. Davies regularly contributes to cross-asset and thematic research. Dr. Davies joined Barclays in 2010, prior to which he was awarded a PhD in Physical Chemistry by University College London. | |
 | Jamie Mills O’Brien is an Investment Manager on the European Equities Team at Aberdeen Standard Investments. Jamie joined the company as a graduate in 2015. | |
 | Mario Abela is a Director, Redefining Value at WBCSD where he leads projects aimed at transforming performance management, governance and assurance to make sustainability an integral part of mainstream business and investor decision-making. Mario is a CPA and Chartered Management Accountant, his expertise are in corporate reporting and he has held senior management positions in both the private and public sectors in Australia, Belgium, the United Kingdom and the US. He has extensive regulatory and standard setting experience. Mario is a visiting professor at IESEG School of Management in Paris where he teaches in the Masters in Accounting, Audit and Control program. |
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The AGM season 2020 will be remembered as a special one. It will not only be the season with the shortest AGM meetings in history, but also the starting point to a period where a lot of existing structures will have to be rethought. The Corona crisis is not only putting a lot of strain on businesses’ operations, but is also forcing Boards of Directors to reconsider strategy and governance frameworks. A particular focus in this regard concerns an old economic principle: the integration of corporate social responsibility, incentive and capital allocation frameworks with strategy to create long-term sustainable businesses.
In this joint webinar SWIPRA Services and Morrow Sodali provided a review of the AGM Season 2020 in Switzerland and abroad and discussed key developments and themes in investor and proxy advisor behavior expected for 2021. IR club members from Nestlé and Leonteq shared their experiences and views on these topics and led into a broad discussion to exchange views amongst peers.
Read an introduction to the topic by Andrea Bischof, Barbara Heller and Dr. Christoph Wenk.
| 16:00 | Welcome
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| 16:05 | Key Observations Swiss AGM Season 2020
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| 16:15 | International Observations on Governance Issues: Viewpoints of Proxy Advisors, large Institutional Investors and Regulators
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| 16:25 | Implications for Companies for 2021, including Experience Reports
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| 17:10 | Panel discussion and Q&A
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| 17:25 | Wrap-Up and closing remarks
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| 17:30 | End |
 | Andrea Bischoff is Managing Director of Morrow Sodali. She has more than 20 years of experience in communications and spent the past 13 years at D.F.King, where she advised listed companies including the largest Germanic corporates in several hundred AGM campaigns, proxy contests and M&A situations. During the course of her career she has helped her listed clients to understand and effectively engage and communicate with their shareholders. | |
 | David P. Frick is Secretary to the Board of Directors of Nestlé S.A. and responsible for Corporate Governance, Compliance and Corporate Services. Over the past few years David helped Nestlé develop into a leader in Corporate Governance in its home market and beyond and runs the Company’s corporate compliance program. Prior to joining Nestlé, Mr. Frick was a Member of the Executive Board and Group General Counsel of Credit Suisse Group, and an attorney-at-law with Cravath, Swaine & Moore, the New York law firm. Mr. Frick received a JD degree from Zurich University and a Masters of Laws degree from Harvard Law School. He is a member of the Zurich and the New York bar. Mr. Frick is a member of the Boards of economiesuisse, ICC Switzerland and Allianz Suisse. He serves as Chairman of SwissHoldings. | |
 | Barbara Heller is Managing Partner at SWIPRA Services Ltd. She has many years of experience in corporate finance, capital markets and corporate governance advisory from various assignments in international investment banking, and as executive and board member. During her career, Barbara worked with her corporate clients and their stakeholders to execute strategic key initiatives and projects including IPO’s, M&A and change management projects. Currently she is also a Member of the board of directors and chairwoman of the Audit Committee of Bank Cler Ltd, Vice-Chairwoman of the Swiss CFO Forum, Chairperson of the Jury of the Swiss CFO Award and Of Counsel at Lemongrass Communications Ltd. She is also active on boards of sport and non-profit organizations and holds an MBA in economics and finance from the University of Zurich. | |
 | Dominik Ruggli is Head Investor Relations, Communications and Marketing at Leonteq. Dominik joined the company in 2009, was appointed Head Business Planning & Analysis in 2011 and is responsible for Leonteq’s investor relations activities since 2015. During his time at Leonteq, Dominik led several key initiatives including the successful completion of a 120m rights issue, the strengthening of its corporate governance framework and the implementation of a new compensation system for the Group’s Executive Committee. He holds an MBA from the University of Zurich. | |
 | Christoph Wenk Bernasconi is Partner at SWIPRA Services Ltd. He is a founding member of SWIPRA and responsible for the scientific approach of its projects and analyses. He is co-author of the SWIPRA Considerations for Corporate Governance and of the SFI Whitepaper on corporate governance. Further, Christoph is a Senior Researcher at the Department of Banking and Finance at the University of Zurich. |
in Zusammenarbeit mit
As most small-caps know, it can be an uphill battle to garner institutional attention, and are often under-covered by analysts and/or overlooked by the street. With small teams and tight budgets, putting together an impactful and effective communications program can be challenging, especially during times of crisis.
Success for small-caps is increasingly about marketing more creatively and aggressively. In this webinar, our team of experts explored tips for how to get noticed by the investment community. We discussed:
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The recording of this webinar is available in the member section.
Speakers
 | Michel Gerber is Head of Investor Relations & Corporate Communications at VAT Group and Honorary President of the IR club Schweiz. | |
 | Peer Nils Schröder is Head of Corporate Communications & Investor Relations at Basilea.
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 | Charlie Parry is Head of Investor Relations & Company Secretarial at Good Energy Group plc.
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 | Sofia Antunes is Investor Relations Officer.
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 | Matt Tractenberg is Investor Relations Partner at Q4 Inc.
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«Impact – nothing else matters»: Wie können Unternehmen die Auswirkungen ihrer Geschäftsaktivitäten in wirtschaftlicher, ökologischer und gesellschaftlicher Hinsicht ganzheitlich verstehen und steuern? Diese und weitere Fragen standen beim Geschäftsberichte-Symposium 2020 im Fokus und wurden kontrovers diskutiert – Ideen und Netzwerk inklusive.
Mitglieder des IR club Schweiz profitierten von einer Vergünstigung von CHF 100.
At the IR Magazine Think Tank – Europe you took part in a series of interactive discussions and heard from expert speakers on the biggest issues and trends in 2020.
The think tank is unique as it is removed from the traditional conference set-up as the event consists of a series of panel sessions followed by roundtable discussions. These interactive sessions are an opportunity to share experiences with and learn from other top-rated IROs. All table discussions are confidential and none of the participants’ comments are attributed. This allows attendees to talk freely and have frank, open discussions.
If you have any questions, email Priscilla.Lim@irmagazine.com or call the IR Magazine team on +44 20 8004 5340.
How do you interact digitally with capital markets?
All of you who regularly communicate with external stakeholders such as potential or current investors will have noticed the following development: In recent years, a paradigm shift towards digital communication has become apparent and this is undoubtedly being accelerated by the current situation.
In the first part of the webinar, Lucas Bruggeman, CEO of BX Swiss, gave insights into the Swiss stock exchange landscape. What are the challenges to be overcome? How does digitization influence the collaboration between IROs and capital markets?
In the second part, Michèle Schnyder, Head of Investor Relations at Vontobel and Board member of the IR club Schweiz, presented the brand new results of our recent survey "Paradigm shift in IR". Which digital IR tools, channels and platforms are used by Swiss listed companies, and which trends are emerging?
Following the two keynotes, all participants were invited to share their experiences in the Q&A session.
IR club Schweiz members can download the slides and key take-aways of the webinar here.
 | Lucas Bruggeman is a native Dutchman, living in Switzerland 16 years. He worked for 17 years at ABN Amro Bank in the areas of trading, syndication and derivatives. Afterwards, he was a member of the Board of Management of Liechtensteinische Landesbank Switzerland from 2011 to 2013, where he was responsible for the supervision of external asset managers. Before joining BX Swiss AG, he spent seven years at Fintech Sentifi as a partner and investor in the Alternative Data division. During this period, Sentifi was named Swisscom Startup of the Year and Swiss Fintech of the Year. Lucas joined BX Swiss as CEO in February 2020. BX Swiss has set itself the goal of becoming "the stock exchange of choice for private investors and independent asset managers in Switzerland".
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 | Michèle Schnyder is Head of Investor Relations at Vontobel and Board Member of the IR club Schweiz. Before joining Vontobel, Michèle worked 5 years in Investor Relations at Adecco Group. Previously, she spent over a decade in the financial industry at Deutsche Bank in London, Swiss Re and ZKB in Zurich. Michèle holds a master’s degree in Economics from the University of Zurich, Switzerland and an MBA degree from the University of Rochester, Simon School, USA. | |
 | Cédric Baumgartner is Managing Director at EQS Group and has the overall responsibility for the product areas Compliance and Investor Relations in Switzerland. Before that he managed digital projects in corporate communications and investor relations at Geberit Group for several year. He got a master's degree in Digital Business. | |
 | Barbara Zäch is co-managing director of the Center for Corporate Reporting (CCR). Barbara has worked for over 20 years at publicly listed companies, most recently as Head of Investor Relations at Schindler Group. Barbara brings with her a wealth of experience in the fields of investor relations, corporate reporting and sustainability. |
In the webinar on 27.05.2020, Michael Staeheli (Head IR, Conzzeta) described the challenges of Conzzeta as a mid-cap issuer with respect to the investor engagement in the current turbulent times. This was followed by Kilian Maier (Co-Founder & CEO, Interaction Partners) who gave a demo how an issuer can organize its own virtual event via schedulR, their investor engagement software/platform. The event was concluded by an 'early adopter user feedback' from Gregory Duong (Head IR Banque Cantonale Vaudoise) and a Q&A session. The event was held in English.
The recording of this webinar is available in the member section.
 | Michael Stäheli has in-depth experience with the positioning of companies in the capital market. As Head Investor Relations & Corporate Communications with Conzzeta, a Swiss industrial conglomerate, he promotes a consistent corporate messaging, building on an integrated reporting and the engagement with investors, analysts and proxy advisors. | |
 | Dr. Kilian Maier, CFA, is a co-founder and CEO of Interaction Partners, an Investor Relations software and services company with a focus on investor engagement solutions. Before co-founding Interaction Partners he worked as a consultant (Accenture) and as sell-side equities analyst, head of research and country head at NZB Neuer Zürcher Bank and MainFirst (Switzerland). | |
 | Gregory Duong is the head of Investor Relations at Banque Cantonale Vaudoise (BCV). Before joining BCV in 2009 he worked for Euronext in Corporate Finance and Investor Relations. |
A webinar discussion covering the rising importance of ESG in investment decisions. With around 50 participating Investor Relations experts, this was a great opportunity to learn how corporates can be better prepared! The recording of this webinar will be available in the member section.
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Thank you for joining our Webinar in association with the Swiss IR Club. At Nasdaq, we are passionate about helping companies analyse, assess and action their ESG programs, with the goals of attracting long-term capital and enhancing value creation. For more information on our ESG Advisory Program, download our ESG Advisory Brochure, or please contact Thomas Labeyrie to set up an ESG assessment discussion.
 | Maria Elena Drew is a director of research for Responsible Investing at T. Rowe Price. Ms. Drew leads the Responsible Investing team, which serves as specialists for incorporating environmental and social considerations into the firm’s research process. Ms. Drew has 22 years of investment experience, and held roles at Goldman Sachs Asset Management and Putnam Investments before joining T. Rowe Price in 2017. | |
 | Jean-Claude Berthelot is Director, EMEA Sales, Sustainable Finance Solutions at Sustainalytics. He joined the Sustainable Finance Solutions team in June 2018 and is the commercial lead for the EMEA region, based in Brussels. He has deep experience in corporate governance, ESG topics and issuer relations. In his prior role Jean-Claude oversaw sales for Institutional Shareholder Services (ISS) for a number of European countries, after different role as Product Manager and Head of the EMEA Client Relations. He holds a Masters' degree in Business and Administration from Solvay Business School (ULB) in Belgium. | |
 | Chris Menth is Head of Shareholder Engagement in Swiss Re's Corporate Secretariat. In this function he has a dual role, including Board related responsibilities (mainly related to the Audit and Chairman's & Governance Committees) but also a dotted line into the Investor Relations (IR) team assuming responsibility for key cross-functional tasks including management of the annual Chairman Roadshow with top shareholders, running the AGM related proxy solicitation campaign and coordinating ESG related activities. Chris holds a Master's degree in Business and Economics from the University of Basle. Since 2014 Chris is a board member of the IR club Schweiz. | |
 | Patrick Hughes is a Director at Nasdaq Corporate Solutions Advisory Services and is based in London. Patrick joined Nasdaq Corporate Solutions as part of the Thomson Reuters corporate services acquisition in 2013 and has over fifteen years of investor relations experience |
Over the past three weeks, the IR Magazine has been inundated with queries from the global IR community looking to understand how they should adapt their work and navigate these uncharted waters. In response, the IR Magazine in cooperation with the IR club Schweiz will be holding a first-of-its kind virtual IR conference to provide IROs with access to experts from across the globe.
This one-day virtual event is free to attend and will be live-streamed globally. The sessions will also be available to view on-demand. IR professionals from across the globe will also have the opportunity to network with fellow attendees and share their experiences on issues impacting public companies and their investors.
If you have any questions, email Priscilla.Lim@irmagazine.com or call the IR Magazine team on +44 20 8004 5340.
The IR club Schweiz has adapted to the current situation and held this year’s AGM via web conference. Many thanks to our members who took their time and dialed in. All proposals were accepted unanimously, and all board members were re-elected. As announced last year, Michel Gerber has resigned after more than 13 years as president. We are very pleased to announce his successor – congratulations, Lorna Davie! A big thank you also to our speakers Michael Miller and Jason Oury from IHS Markit, who provided our members with an exciting presentation on how to establish, measure and report on KPIs for your IR program.
IR club Schweiz members can download the AGM documents here.
| 16:00 | Annual General Meeting (AGM)
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| 16:30 | Presentation by Michael Miller and Jason Oury, IHS Markit:
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| 17:15 | Q&A |
 | Michael Miller is Director, Investor Relations Advisory at IHS Markit, focused on providing innovative solutions and actionable intel to clients through IHS Markit’s unique product and service offerings. He is an IR veteran with over 20 years of experience in the financial services industry. | |
 | Jason Oury leads IHS Markit's Global Corporate Solutions Advisory business, overseeing over $50M in revenue with a team of over 200 employees and analysts operating in multiple, international locations. This division has become the largest, organically grown investor relations service provider in the history of the industry. |
Virtual IR meetings – challenges and opportunities
Our year-end event, the traditional Chlaushöck, took place directly after the SIX IR conference. Our partner Chorus Call hosted it and talked about latest technology as success factors for conferencing with your investor base.
As we all know, teleconferencing can be complex. Carmen Vece-Sánchez, General Manager at Chorus Call, gave us an introductory overview of all aspects for a successful conference call or webcast event. What are the current market trends? Are virtual meetings really the springboard to the future? And what about security, quality and equipment? Is a carbon-friendly option an attractor for ESG investors? Besides you had a live experience of their innovative offerings.
The evening closed with the traditional dinner at LY'S Asia, offered by our partner Chorus Call.
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| 16:30 | End of SIX IR conference with apéro
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| 17:30 | Welcome in "Connect" room
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| 17:35 | "Virtual IR meetings – challenges and opportunities" by Carmen Vece-Sánchez, General Manager at Chorus Call
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| 18:30 | Transfer to restaurant for dinner |
Zwischen Isolation und Integration
Die „One-Voice-Policy“ ist ein ehernes Gebot der Unternehmenskommunikation, insbesondere in der Finanzkommunikation börsenkotierter Gesellschaften. Diese richtet sich zwar in erster Linie an Kapitalmarktakteure, bedient in der Praxis aber auch Medien, Mitarbeitende und weitere Stakeholder mit Informationen.
Existiert die klassische Aufgabenverteilung zwischen Investor Relations und Corporate Communications noch? Wie sieht die Kooperation und Koordination von Investor Relations und Corporate Communications in der Praxis aus? Welche Ziele verfolgen die Funktionen, und wie stimmen sie sich ab? In welchen Punkten unterscheidet sich ihre DNA, und welche Folgen hat eine stärkere Integration der Abteilungen?
Diese Fragen waren Teil einer Studie zum Thema „Integrierte Finanzkommunikation“, die vom Center for Research in Financial Communication von der Universität Leipzig in der DACH-Region durchgeführt wurde.
Im ersten Teil des Workshops erläuterte Prof. Dr. Christian Hoffmann von der Universität Leipzig die Ergebnisse dieser umfassenden Studie. Marc Kaiser, Leiter Corporate Communications und Investor Relations bei der Baloise Group, sowie Chris Menth, Head Shareholder Engagement bei Swiss Re, zeigten auf, wie sie in ihren Unternehmen diese Bereiche organisiert und die Aufgaben verteilt haben. In der anschliessenden Paneldiskussion erläuterten sie ihre Sicht auf die Herausforderungen kultureller und disziplinärer Unterschiede von IR und CC, veranschaulichten die Vor- und Nachteile integrierter Abteilungen und stellten sich den Fragen der Teilnehmenden.
| 13:30 | Türöffnung
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| 14:00 | Begrüssung
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| 14:10 | Präsentation Studienergebnisse «Integrierte Finanzkommunikation» Prof. Dr. Christian Hoffmann, Universität Leipzig
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| 14:30 | CC & IR bei Baloise Group
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| 14:45 | CC & IR bei Swiss RE
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| 15:00 | Paneldiskussion und Q&A
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| 15:45 | Networking-Apéro |
IR Magazine’s Global Forum & Awards is an international and independent event that brings together over 250 IR professionals from more than 30 countries each year.
The event enables attendees to network with the investment community, learn best practice from successful heads of IR and promote excellence. The fantastic two-day agenda will host international speakers covering all the latest topics from the world of investor relations.
This year’s event includes:
IR Club CH members can save €100 on advertised price for corporate attendee rate of €395 with exclusive discount code that can be ordered here.
In best summer weather, numerous IR club members met again this year for the Kepler Cheuvreux Barbecue.
Paul Marsland, Senior Governance Analyst at Kepler Cheuvreux, opened the event with an exciting keynote speech on the topic “Climate & the Banks – Accounting for Sustainability”, followed by a lively Q&A session.
Afterwards the guests met for a delicious barbecue and extensive networking on the roof terrace.
Was muss Reporting heute neben den regulatorischen Anforderungen alles leisten? Diskutieren Sie am Jubiläums-Symposium mit internationalen Experten, Peers und anhand spannender Praxisbeispiele kontroverse Thesen und finden Sie heraus, was der Geschäftsbericht für Ihr Unternehmen zusätzlich leisten kann.
Mitglieder des IR club Schweiz profitierten von einer Vergünstigung von CHF 150.00 (bei der Anmeldung bitte im Kommentarfeld vermerken).
Der Schweizer Leitindex SMI feierte kürzlich seinen 30. Geburtstag. Zu diesem Anlass eröffnete das Schweizer Finanzmuseum eine exklusive Sonderausstellung „30 Jahre SMI: Aktienindizes erklärt!“. Wir luden unsere IR club Mitglieder zu einem unterhaltsamen und multimedialen Ausflug in die Welt der Indizes ein. Was ist ein Blue-Chip Index? Wozu werden Indizes verwendet? Wodurch zeichnen sich Herkunft und Geschichte von SMI, Dow Jones, Nikkei & Co. aus?
Im Anschluss an die Führung erwartete unsere Mitglieder ein spannendes Impulsreferat vom IR club Präsidenten Michel Gerber. Er weiss aus eigener Erfahrung, wie sich die IR-Arbeit in einem Small oder Mid Cap von jener in einem SMI-Konzern unterscheidet. Beim abschliessenden Networking Apéro bot sich die Chance zum persönlichen Austausch.
About one third of our members joined this year's Annual General Meeting at the premises of Partners Group in Baar/ZG. The General Meeting approved until the closure of the next Ordinary General Meeting the re-election of Michel Gerber (president), Christine Kukan, Michèle Schnyder and Chris Menth. Newy elected to the Board were Lorna Davies, Credit Suisse, and Michael Staeheli, Conzzeta. The resolutions and voting results will be made available in the AGM minutes.
In addition, all participants enjoyed an impressive tour d’horizon on Partners Group business model, their global activities and their culture. Responsible for this great presentation were Philip Sauer, Co-Head of Group Finance and Corporate Development, as well as Alex Soppera. To round off the event, we offered a networking apéro that everybody joined to continue the interesting discussions.
| 15:30 | Door opening
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| 16:00 | Annual General Meeting (AGM)
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| 17:00 | Presentation of Partners Group and their IR approach by Philip Sauer, Co-Head Group Finance & Corporate Development
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| afterwards | Apéro riche and networking, offered by Partners Group |
Indices are becoming increasingly important in the financial world and therefore are also of importance to you as an issuer. SIX presents in the context of this breakfast session the latest updates on indices and puts a focus on SARON – the Swiss Average Rate Overnight that will replace the current reference rate LIBOR in the near future.
Get first hand insights according to the following agenda:
| 07:30 | Registration and Breakfast
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| 08:15 | Welcome and introduction Christian Geiger, Relationship Manager Issuer Relations, SIX Dr. Christian Bahr, Head Index & iNAV Services, SIX
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| 08:30 | Update on SIX Indices:
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| 09:15 | Q&A
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| 09:30 | End |
Thanks to our partnership with SIX, you get access to this event as an IR club member. Please register directly at SIX by Wednesday, 27 February 2019. The number of participants is limited.
Digital Leadership bei Outdoor-Bekleidung von Mammut
Der Name Mammut steht für hohe Qualität und anmutiges Design. Welche Bedeutung haben Innovation, Kreativität und Marke für langfristigen unternehmerischen Erfolg? Wie wird Digitalisierung im Bereich Outdoor-Bekleidung und -ausrüstung genutzt? Was sind die pros und cons bei der consumer centricity?
Am 29. November trafen sich IR club Mitglieder zum letzten Anlass des Jahres 2018. Der Chlaushöck wurde von Matthias Hanny, Chief B2C Officer bei Mammut, mit seinem spannenden Vortrag zum Thema Digital Leadership bei Outdoor Bekleidung von Mammut eingeleitet. Wir erhielten u.a. nicht alltägliche Einblicke in die Bedeutung von Innovation, Kreativität und Marke bei Mammut. Zudem nahm uns Matthias mit auf Mammut’s High-Speed-Transformation, bei der Strategie, Struktur und Menschen die Grundlage für den zukünftigen Erfolg legen. Ein weiteres Highlight war die Möglichkeit, innovative Lösungen am Produkt selbst zu erleben.
Selbstverständlich war auch für das leibliche Wohl mit einem feinen Z’Nacht gesorgt, das für intensive Gespräche genutzt wurde.
Investor Relations Officers had a look behind the curtain and were made aware of the many tasks the sellside has to accomplish in the early morning before the markets open at 9.00 am. Their working day actually starts when the sun goes down the evening before and continues in the morning at 6.30 am at the latest preparing the conference call starting at 7.30 am for the European morning meeting followed by the Swiss meeting. IR club Schweiz participants had the chance to listen into both and also get insights on the follow-up tasks of the analysts’ and sales’ team and how these tasks changed over time. One of the learnings was that analysts have to summarize the most important news on the companies they cover within 5 minutes max. (including Q+A from sales) and that it facilitates their work substantially if companies provide top line growth rates not only in the reporting currency but also in local currencies in their news.
A very interesting morning closed with a lovely breakfast offered by Kepler Cheuvreux and the opportunity to network and to discuss with analysts, sales and IR club Schweiz members.
The event was well attended and started with a presentation on this summer’s survey on CRM platforms for the IR work. It was followed by a presentation from our host Conzzeta and their reasons to evaluate such platforms and how they did it. This led into a lively discussion on latest developments in IR work and one of the findings was that there is no “one size fits all” solution and that decision-making is quite difficult at this moment in time since the landscape around MIFID II is quite volatile. One suggestion to form kind of an interest group will be followed up.
Vor dem FCZ Museum hat sich eine lange Schlange gebildet: die Ticketverkäufe für die UEFA Europa League laufen auf Hochtouren. Zur gleichen Zeit treffen sich im Museum rund 20 IR-Experten zu einer Führung durch die Ausstellung und zum exklusiven Austausch mit Ancillo Canepa, Präsident des FCZ: «Im Grunde genommen ist der FC Zürich ähnlich aufgebaut wie eure Unternehmen; einzig unser Produkt, der Fussball, ist wohl ein wenig schwerer fassbar als eure Produktepalette. So können wir unsere jährlichen Ausgaben zwar gut einschätzen, die Einnahmen hingegen variieren je nach Turnierverlauf oder Bekanntheit der gegnerischen Mannschaften stark.»
Von Ancillo Canepa erhielten die Teilnehmenden nicht nur spannende Einblicke in die komplexe Führung eines Fussballclubs, sondern auch Antworten auf ihre brennendsten Fragen. Das eine oder andere Aha-Erlebnis liess nicht lange auf sich warten: Oder hätten Sie gewusst, dass Hans Gamper, Gründer des FCZ, einige Jahre später den heute überragenden FC Barcelona gründete?
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Two experts in the field provided the participants with insights into blockchain technology and bitcoins and their impact on financial markets and beyond.
Some statements of participants
"Stimulating insights on how Blockchain Technology can help to overcome structural information asymmetries in the financial sector."
M.S.
"The blockchain technology will change our world! It was enlightening to get first hand insights from blockchain experts about how it works and what it can be used for."
M.K.
"Excellent explanation of the Blockchain mechanics, followed by a great introduction of an existing project in the insurance industry. Created awareness that the Blockchain technology is not just a funny idea of some nerds, but has arrived in the real world.”
P.B.
We started our journey with Hansen Wang, External Relations, Melonport, who walked us through the technicalities of a transaction on the blockchain to set a solid foundation to understand the mechanics of this technology. He focused on applications of blockchain technology in the asset management industry and discussed the current market Situation.
Find Hansen Wang's presentation in the member section.
In the second part, John Carolin, CFO at B3i Services AG, talked about the journey to transform the industry by making insurance more relevant, accessible and affordable.
Find John Carolin's presentation in the member section.
On June 28, Urs Beck, Senior Fund Manager, EFG Asset Management shared his views on what has changed under MifidII. Once again, we collaborated with Kepler Cheuvreux who hosted our summer event in their offices. As in past years, a networking luncheon-barbecue on their terrace was offered.
«Less is More?» Gilt dieses vielversprechende Credo auch für die Berichterstattung?
Am 14. Juni 2018 nahm sich das Geschäftsberichte-Symposium, veranstaltet vom Center for Corporate Reporting, dieser Frage an und diskutierte kontrovers und praxisorientiert das Spannungsfeld zwischen steigender Regulierung, wachsenden Stakeholderanforderungen und sich verändernden Erwartungen der Gesellschaft.
IR club Schweiz Mitglieder profitierten von einer Vergünstigung von CHF 150.00.
Die wichtigsten Erkenntnisse und besten Impressionen zum 9. Geschäftsberichte-Symposium finden sie hier.
Unsere Generalversammlung fand am 21. März 2018 bei SIX Swiss Exchange statt.
Im Anschluss an die Versammlung erlebten die Teilnehmer an einer privaten Führung die multimediale Ausstellung im Schweizer Finanzmuseum. Der anschliessende Apéro Riche lud zum Netzwerken und Austausch ein.
Unser traditioneller «Chlaushöck» fand am 30. November 2017 im Anschluss an die IR Conference der SIX in Zürich statt.
Wir haben uns zunächst dem Thema «Wer wäre ich ohne Stress? – Konfliktlösungspotential mit The Work» gewidmet. Andreas Posavac hat uns in eine einfache Methode eingeführt, wie wir mit stressvollen Situationen und Gedanken in unserem Leben umgehen können. Im Anschluss haben wir das IR club Jahr mit einem gemeinsamen Essen und anregenden Diskussionen ausklingen lassen.
Was sind die Rahmenbedingungen und Treiber der Investor Relations und des Kapitalmarkts? Welche Tipps & Tricks für den Alltag können IR-Manager geben? Lernen Sie die Sprache der Investor Relations-Manager und steigern Sie Ihre Kompetenz als Assistentin oder Assistent.
Weitere Informationen unter https://www.dirk.org/termine.
We examined various perspectives on MiFID II from the buy side, banks and corporate issuers in order to compare the facts and perceptions from every side of the investment triangle.
This interactive discussion was organized in partnership with Ipreo on the upcoming MiFiD II legislation at the new SIX offices.
Documents to MiFID II are stored in the member section.
We were getting insights into the work and services of Vontobel brokerage and had a deep-dive into Vontobel’s findings with respect to MiFID II based on a client base of some 400 institutional clients globally. After this food for thought Vontoblel invited us to participate in their investors night at Kaufleuten were we enjoyed an amazing networking evening with more than 700 finance professionals.
The video of the event is stored in the member section.
Dank der Partnerschaft des IR club Schweiz mit Investis wurden alle Websites der IR club Mitglieder gerankt (bisher wurden nur die Top 50 Unternehmen nach Marktkapitalisierung ins Ranking mit einbezogen).
Das Webinar in englischer Sprache behandelte folgende Themen:
Die Aufzeichnung des Webinars stand IR club Mitgliedern exklusiv zur Verfügung.
Unser traditioneller «Chlaushöck» fand am 30. November bei der SIX mit anschliessendem Abendessen im «Restaurant Aura» statt.
Programm:
17:30 – 17:35: Begrüssung durch den IR club Vorstand
17:35 – 18:15: Präsentation zum Thema «CIRO und Karrieremöglichkeiten im IR», Kai Bommer, DIRK (Deutscher Investor Relations Verband)
18:15 – 18:45: Q & A
19:00 – 21:00: Abendessen im Restaurant Aura (5 Gehminuten von der SIX entfernt)
Kepler Cheuvreux öffnete die Türen für uns, so dass wir live das Morgen-Meeting der Sales-Force miterleben konnten und im Anschluss Gelegenheit hatten, mit den Experten zu diskutieren, wie Unternehmen unterstützen können, dass sie im Morning Call auf die Agenda kommen.
