Past events

thursday, july 9, 2020

4.30 - 5.30 p.m.

Small-Cap Stock in a Large-Cap World

Webinar

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:

  • How to build a compelling narrative
  • The right metrics to help investors measure your progress
  • How to identify, engage and target the right investors
  • Ways to work around the declining sell-side

powered by Q4

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.

  • Ph. D. in chemistry
  • Certified Biotech Analyst/DFVA (Society of Investment Professionals in Germany), 2002
  • Since 2000, held positions in investor relations and public relations/corporate communications in German and Swiss listed small-cap companies in the biopharmaceutical sector
  • With Basilea Pharmaceutica since 2009

Charlie Parry is Head of Investor Relations & Company Secretarial at Good Energy Group plc.

  • Non-Executive Director for Zap-Map
  • Charlie has 12 years of experience in investor relations, corporate finance & banking
  • He is a chartered accountant and member of the Institute of Directors
  • Previously held roles at Domino's Pizza Group, Smiths News, Barclays Capital and Deloitte

Sofia Antunes is Investor Relations Officer.

  • 15 years of combined experience from Project Management and Investor Relations in the Oil & Gas business
  • Sofia began her career in project management in 2005 working for upstream industry in Subsea 7 and Equinor
  • She later transitioned to capital markets where she worked with investor relations and corporate marketing in Lundin Energy
  • Ms Antunes holds Master degrees from EPFL and Aberdeen University
 

Matt Tractenberg is Investor Relations Partner at Q4 Inc.

  • 2018 - Present Investor Relations Partner, Q4 Inc.
  • 2016 - 2018 Vice President & Head of Investor Relations, WestRock
  • 2012- 2016 Vice President & Head of Investor Relations, Belden
  • 2003- 2012 Senior Manager, Treasury and Investor Relations, CiscoSystems
  • Previous roles in Finance, M&A, Corporate Communications, and Strategy

Wednesday, JUNe 24, 2020

Online Geschäftsberichte-Symposium
"Impact – nothing else matters"

Online

“Impact – nothing else matters”: How can companies fully understand and manage the consequences of their business activities in economic, ecological and social terms? These and other questions were in the focus of the Geschäftsberichte-Symposium 2020. Participants were part of exciting debates among international experts drawing on thought-provoking practical examples – along with networking and sharing ideas.

Members of the IR club Schweiz benefited from a discount of CHF 100.

Read the review

THURSDAY, JUNE 18, 2020

IR Magazine Think Tank – Europe 2020

Online

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.dont-like-spam@ich-will-kein-spam.irmagazine.com or call the IR Magazine team on +44 20 8004 5340.

TUESDAY, JUNE 9, 2020

4.00 - 5.15 P.M.

Digital interaction with capital markets
Are we currently experiencing a paradigm shift?

 

Webinar

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.

 

Agenda

 15:45  

Participants dial-in

 

 16:00       

Welcome
by Barbara Zäch, Co-CEO, Center for Corporate Reporting (CCR)

 

 16:10

With 135 years of tradition into the digital future
Lucas Bruggeman, CEO, BX Swiss AG

 

 16:30

About the survey «Paradigm shift in IR»
Cédric Baumgartner, Managing Director Switzerland, EQS Group

 

 16:35

Presentation of survey results
Michèle Schnyder, Head of Investor Relations, Vontobel and Board Member, IR club Schweiz

 

 16:45

Panel discussion and Q&A
moderated by Michèle Schnyder

 

 17:15Closing
by Barbara Zäch

   

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".

 

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.

WEDNESDAY, May 27, 2020

4.30 - 6.00 p.m.

Share & learn: Post results investor engagement in times of SARS-CoV-2

Webinar

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.

Participants:

  • Michael Stäheli – Head of Corporate Communication and Investor Relations at Conzzeta
  • Kilian Maier – Co-Founder and CEO of Interaction Partners AG
  • Gregory Duong – Head of Investor Relations at Banque Cantonale Vaudoise
   

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.

WEDNESDAY, MAY 6, 2020

4.30 p.m. - 6.30 p.m.

Staying the course: IR and ESG in uncertain times

Webinar

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.

Topics discussed:

  • The increasing importance of ESG ratings agencies and the ESG ratings agency landscape
  • How ESG data is increasingly integrated in buy-side investment decisions
  • Tips for overcoming common ESG investor relations challenges
  • The view from the buy-side in periods of heightened market volatility and uncertainty

Panel:

  • Maria Drew, Director of Research, Responsible Investing, T. Rowe Price
  • Jean-Claude Berthelot,  Director of Sustainable Finance Solutions, Sustainalytics
  • Chris Menth, Head of Shareholder Engagement at Swiss Re
  • Moderated by Patrick Hughes, Director at Nasdaq Corporate Solutions

powered by Nasdaq

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

THURSDAY, APRIL 23, 2020 (new date)
2.30 P.M. – 12 P.M. (SWISS TIME)

IR in the times of COVID-19

Online

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.dont-like-spam@ich-will-kein-spam.irmagazine.com or call the IR Magazine team on +44 20 8004 5340.

Visit website

Request invite

THURSDAY, MARCH 19, 2020

Annual General Meeting IR club Schweiz

Video conference

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.

 

Agenda:

 

 16:00  

Annual General Meeting (AGM)

 

 16:30  

Presentation by Michael Miller and Jason Oury, IHS Markit:
“Establishing KPIs and benchmarking your IR program”

 

 17:15Q&A

 

Speakers:

 

   

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.

THURSDAY, November 28, 2019

Traditional Chlaushöck

Pfingstweidstrasse 110, 8005 Zurich

This event was only open to IR club Schweiz members.

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.  

 

 

Agenda

 16:30 

End of SIX IR conference with apéro

 

 17:30  

Welcome in "Connect" room

 

 17:35"Virtual IR meetings – challenges and opportunities"
by Carmen Vece-Sánchez, General Manager at Chorus Call

 

 18:30 Transfer to restaurant for dinner

DONNERSTAG, 7. November 2019

Corporate Communications meets Investor Relations

TGIM, Löwenstrasse 17 (5. OG), 8001 Zürich

This event will be conducted in German.

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.

 

 

Agenda

 13:30 

Türöffnung

 

 14:00  

Begrüssung
Barbara Zäch, IR club Schweiz und CCR

 

 14:10Präsentation Studienergebnisse «Integrierte Finanzkommunikation»
Prof. Dr. Christian Hoffmann, Universität Leipzig

 

 14:30

CC & IR bei Baloise Group
Marc Kaiser, Leiter CC und IR

 

 14:45

CC & IR bei Swiss RE
Chris Menth, Head Shareholder Engagement bei Swiss Re

 

 15:00

Paneldiskussion und Q&A
moderiert von Prof. Dr. Christian Hoffmann

 

 15:45

Networking-Apéro

OCTOBER 2 – 3, 2019

IR Magazine’s Global Forum and Awards

Paris

We are proud to be a supporting association at IR Magazine’s Global Forum and Awards this October.

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:

  • Two days packed with panel debates, case studies, interactive roundtable discussions and workshops
  • Investors and analysts candidly sharing their views on good IR and working together in a post-Mifid world
  • International heads of IR & CFOs sharing real-life examples of how IR programs have evolved in 2018-2019
  • Dedicated networking time to learn from and build your global network of IR contacts
  • The Global Top 50 presentation – IR Magazine’s definitive ranking of IR teams as determined by the investment community unveiled

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

THURSDAY, JUNE 27, 2019

Kepler Cheuvreux Barbecue

Kepler Cheuvreux, Stadelhoferstrasse 22, 8001 Zurich

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.

 

 

JUNe 13, 2019

10th Geschäftsberichte-Symposium
«Reporting is not enough»

GDI Gottlieb Duttweiler Institute, Langhaldenstrasse 21, 8803 Rüschlikon

Besides meeting regulatory requirements what does reporting need to achieve today? Join the debate with international experts and peers at the Anniversary Symposium. Get inspired by informative best practice cases and learn what further value your annual report can contribute.

Members of the IR club Schweiz benefitted from a discount of CHF 150.00 (please note in the comment field when registering).

View the program

FRIDAY, MAY 10, 2019

Guided tour on the Swiss Finance Museum – 30 years SMI

Swiss Finance Museum, Pfingstweidstrasse 110, 8005 Zurich

The Swiss benchmark index SMI recently celebrated its 30th birthday. On this occasion, the Swiss Finance Museum opened an exclusive special exhibition entitled "30 Years SMI: Equity Indices Explained!". We invited our IR club members to an entertaining and multimedia excursion into the world of indices. What is a blue chip index? What are indices used for? What are the origins and history of SMI, Dow Jones, Nikkei & Co.?

After the tour an exciting keynote speech by the IR club president Michel Gerber awaited our members. He knows from his own experience how IR work in a small or mid cap differs from that in an SMI group. At the concluding networking apéro there was the opportunity for a personal exchange with peers.

 

 

 

THURSDAY, APRIL 11, 2019

Annual General Meeting IR club Schweiz

Partners Group AG, Zugerstrasse 57, 6341 Baar/Zug

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.

Agenda:

 

 15:30  

Door opening

 

 16:00  

Annual General Meeting (AGM)

 

 17:00Presentation of Partners Group and their IR approach by Philip Sauer, Co-Head Group Finance & Corporate Development 

 

 afterwards   

Apéro riche and networking, offered by Partners Group

 

   

FRIDAY, March 8, 2019

SIX Breakfast Session – Food for Thought

Hotel Schweizerhof, Bahnhofplatz 7, 8001 Zürich

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:

Agenda:

 

 07:30  

Registration and Breakfast

 

 08:15Welcome and introduction
Christian Geiger, Relationship Manager Issuer Relations, SIX
Dr. Christian Bahr, Head Index & iNAV Services, SIX

 

 08:30

Update on SIX Indices:

  • SARON: the new Swiss Franc Reference Rate
  • Background information on Swiss Bond Indices

 

 09:15

Q&A

 

 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.

 

 

November 29, 2018

Traditional "Chlaushöck"

Zurich

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. 

OCTOBER 30, 2018

A morning on the sell side

Kepler Cheuvreux, Stadelhoferstr. 22, Zurich

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. 

OCTOBER 3, 2018

Digital IR - work smarter, not harder

Conzzeta, Giesshübelstrasse 45, Zurich

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. 

    

September 11, 2018

Fireside chat with Cillo Canepa

FCZ Museum, Werdstrasse 21, Zurich

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?

Beim abschliessenden Networking Apéro wurden rege Fotos mit dem originalen Cup Pokal geschossen und Meinungen zum Gehörten ausgetauscht. Und bald besteht Möglichkeit für weitere Diskussionen: alle Teilnehmenden wurden von Herrn Canepa persönlich zu einem FCZ-Spiel eingeladen.

              

               


 

AUGUST 23, 2018

Event: Blockchain Technology and Bitcoins

Zurich (Tüffenwies 16, at Sika)

Two experts in the field provided 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.

 

 

June 28, 2018

Lunch-Event

Zurich

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.

JUNE 14, 2018

9th Geschäftsberichte-Symposium

Rüschlikon / Zurich

«Less is More?» Is this inspiring principle valid for reporting, too?

These and other issues were the focus of the Geschäftsberichte-Symposium on June 14, 2018, hosted by the Center for Corporate Reporting (CCR). And they were the subject of hot debates among international experts drawing on thought-provoking practical examples – along with networking and sharing ideas.

Members of the IR club Schweiz benefit from a reduction of CHF 150.00.

Find a Look back on the 9. Geschäftsberichte-Symposium here

March 21, 2018

Annual General Meeting IR club Schweiz

 Zurich

Our Annual General Meeting was held on March 21, 2018 at the SIX Swiss Exchange.

Afterwards, all participants enjoyed a private guided tour through the multimedia exhibition of the Schweizer Finanzmuseum. The following apéro riche invited the members to network and sharing ideas with peers.

November 30, 2017

Chlaushöck 2017

Zurich

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.

November 15–17, 2017

Investor Relations Assistant Seminar – Fit for the Job

Basel

What are the laws of the capital markets and what are the drivers of the IR profession? Which tips & tricks for the IR practice can the IR-Manager provide? Learn about the Investor Relations Managers language to competently assist them. Language: German.

For further details please visit https://www.dirk.org/termine.

October 3, 2017

EMBRACE THE CHANGE WITH MIFID II

Zurich

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.

September 7, 2017

Investors night at Vontobel

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.

March 17, 2017

Webinar: Looking at key Digital IR Trends in Switzerland and Beyond (for members only)

Thanks to the partnership with the IR club Switzerland Investis have agreed to score all of our member companies’ websites (only the top 50 Swiss companies by market cap have been rated in the past).

The webinar explored the following topics:

  • Why you should care about digital IR and key investor requirements, 
referencing good examples from Switzerland and around the world
  • Demonstrate how companies can ensure digital channels support their IR communication strategy
  • Explore what's on the horizon and key trends in corporate digital communications

IR club members received the recordings of the webinar exclusively.

November 30, 2016

Chlaushöck 2016

Zurich

Our traditional «Chlaushöck» took place on November 30 at SIX in Zurich followed by a dinner at «Restaurant Aura».

Program:



17:30 – 17:35: Welcome & introduction Board member of the IR club Schweiz
17:35 – 18:15: Presentation on CIRO and career paths in IR, Kai Bommer, DIRK (Deutscher Investor Relations Verband)

18:15 – 18:45: Q & A

19:00 – 21:00: Dinner at Restaurant Aura (5 minutes’ walk from the SIX building)

October 31, 2016

Morning Meeting Kepler Cheuvreux

Zurich

We were invited to join Kepler Cheuvreux’s sales morning meeting / call and discussed how brokers would like to receive company information and what companies can do to make it into the morning call.