The event is free for all IR practitioners. Register here.
]]>Mary Ellen Anderson: Vice President of Corporate and Institutional Relations and Corporate Governance Officer, Broadridge Financial Solutions, Inc.
Lauren Moss: Chief Sustainability Officer, Vornado Realty Trust
Nicole Sandford: President and CEO, Aspira Women’s Health
Rachel Stern: Executive Vice President, Chief Legal Officer and Global Head of Strategic Resources, FactSet
The discussion will focus on the challenges women face in the workplace, from navigating being the only woman in the boardroom to finding confidence as counsel to the C-Suite, as well as how women can empower each other at any level to overcome stereotypes and reach their full potential.
The conversation will feature an interactive Q+A and celebrate women in the industry at all levels.
Register here.
]]>As a supporting sponsor, Morrow Sodali is leading one of the sessions featuring Aldi Djajaputra, Managing Director, Corporate Governance, Australia on Investor and proxy advisor expectations in challenging times.
Hear from experts from Morrow Sodali and Glass Lewis on the evolving relationship between shareholders, proxy advisors and boards against a backdrop of challenging economic and geopolitical conditions, and an increased focus on ESG. How can directors best engage with their stakeholders to maximise shareholder support? What were the key lessons from the 2023 AGM season and how can they be applied for the future? Will more investors take an activist-like approach this year and how should boards respond?
Click here for more information or to register.
]]>Featuring Agnes Blanco Querido, Managing Director – Brazil from Morrow Sodali, renowned for her expertise in corporate governance and shareholder engagement, attendees can expect to gain valuable insights and practical strategies to navigate the complexities of the upcoming AGM season.
Click here to join the meeting via Teams.
]]>Andrea Di Segni, Senior Managing Director at Morrow Sodali, will participate in a panel discussion on "List Voting and Presentation of a List by the Board" delving into the intricacies of list voting and the board's presentation of lists. Participants will explore best practices and innovative approaches in this crucial aspect of corporate governance. A second panel on "The Conduct of the Shareholders' Meeting, Multiple and Enhanced Voting" will analyze the conduct of shareholders' meetings, exploring topics such as multiple and enhanced voting methods. Attendees will uncover actionable insights to enhance transparency and efficiency in their own shareholder meetings.
This event is organized by ODCEC (Order of Certified Public Accountants and Bookkeepers), ODCEC Milano (Foundation Chartered Accountants), and AISCA (Italian Association of Secretaries of the Board of Directors).
Please click here for more information. Reservation is mandatory for members of Odcec Milano through the website.
]]>Featuring distinguished speakers including Alison Owers, Senior Managing Director, and Max Purcell, Director of Corporate Governance at Morrow Sodali, this webinar promises practical insights to prepare you for a successful AGM. Attendees will learn practical strategies for AGM preparation, stakeholder engagement, and navigating policy updates.
Click here to learn more and book your place.
]]>Click here for more information or to register.
]]>
During this gathering, Andrea Bischoff, Managing Director at Morrow Sodali, will lead one of the sessions as a moderator, guiding insightful conversations alongside a distinguished panel of industry experts.
Through active participation, Morrow Sodali reaffirms its commitment to advancing corporate governance practices and facilitating meaningful exchanges within the industry.
Click here for more information or to register.
]]>Click here to view the agenda (in German).
]]>Max Purcell, Director, Corporate Governance at Morrow Sodali, will be a panelist at this event alongside representatives from BCLP, MHP Group and MSP Organisation. Together, they will share key market insights and stakeholder considerations to ensure issuers are well prepared for their upcoming AGM.
This session will cover:
Click here for more information and to register.
]]>The iconic Western Australian community event takes place across five days in March each year, with three pelotons cycling about 700km from Albany (the State’s southern-most point) to the capital of Perth stopping at 15 schools along the journey. And while the event may have grown, the goal remains the same: uniting the community to support youth mental health.
About 160 riders are gearingup for the gruelling event in about six weeks’ time and there are more first-time riders involved than ever before, with 49 new cyclists taking on the challenge to make a difference.
During its 22-year history, the Hawaiian Ride for Youth has raised nearly $32 million for youth mental health. This vital funding has enabled Youth Focus to provide mental health services to thousands of young people across Western Australia each year, including counselling, education, work and study pathways, and support for communities impacted by crises.
Tragically, suicide remains the leading cause of death among young people aged between 15 and 24 in Australia. However, research has shown that access to mental health services can be a key factor in preventing youth suicide. It’s this need for local services that motivates the riders to keep going, kilometre after kilometre.
Western Australia Minister for Youth, Hon. Simone McGurk, said events like the Hawaiian Ride for Youth help to encourage and foster positive and proactive conversations about youth mental health in the community, while raising vital funds and awareness for the work of Youth Focus.
This event is more than just a fundraising event. As well as raising millions of vital dollars each year for Youth Focus and the thousands of young Western Australians they support, it is a community of passionate, like-minded people who come together to raise money, awareness and opportunities for open, honest conversations about mental health.
The Purpose of the Hawaiian Ride for Youth is to raise funds and awareness for Youth Focus and youth mental health, and the Vision is to cultivate a community that’s fun, safe and promotes better mental health among young West Australians.
These align with the personal values and drivers of Citadel-MAGNUS’ Senior Director in Perth, Russell Quinn, who is on the Coastal peloton this year – his second ride and his first as Captain of Team Hawaiian. He also sits on the Organising Committee, a volunteer group dedicated to bringing the event to life each year.
As part of the Morrow Sodali family, our organisation is right behind Russell and we’re super proud of what’s he’s achieved so far. His team is hosting a fundraising event on Tuesday 12 March to help raise funds with each rider committing to raise $5,000 in addition to a $1,600 application fee.
If you’d like to attend the event and hear from some inspiring leaders from the world of sport and business, click here: Event- Hawaiian Ride For Youth.
If you’re unable to be in Perth, please consider supporting Russell and his team with a donation, which is tax deductible and benefits an incredibly important cause.
]]>
During this webinar, participants will discuss what companies need to know about five ESG hot topics and what to do this year to prepare. Topics include:
- California’s Climate Accountability Package (AB 1305, SB 253 and SB 261)
- The EU’s Corporate Sustainability Reporting Directive (with a deeper dive on double materiality assessments and assurance-readiness)
- The SEC’s forthcoming climate disclosure rules
- Challenges to diversity, equity and inclusion programs
- Supply chain rulemaking (including the EU’s Corporate Sustainability Due Diligence Directive)
Click here to register.
]]>This event will present a 2.5-hour in-person panel discussion featuring two roundtables on the Greek AGM season, looking ahead to trends that may impact Greek issuers, and how the market compares to the rest of Europe. The two Roundtables will discuss:
Roundtable 1 – Discussing the 2023 Greek proxy season – will feature stakeholder representatives, including Glass Lewis and Sustainalytics, and their view on the 2023 Greek proxy season, how it compares to other markets and what comes next.
Roundtable 2 – Discussing the role of the Board in 2024 – will touch on the insights of Board members on effective board composition and functioning, how the growth of the Greek market affects Boards’ responsibilities and how Greek and international Boards compare.
The panel discussions will be followed by a networking session (3:30 – 5:30 pm). As the basis of these discussions, Morrow Sodali will also present some findings from our 2023 review on the Greek proxy season. Don't miss this opportunity to gain valuable insights into the Greek AGM season and its implications for the European market.
Event details:
Date and Time: January 30th, 2024, 13:00
Venue: National Bank of Greece headquarters, Athens, Greece
Organizers: Morrow Sodali and Hellenic Corporate Governance Council
Language: English
Click here to view the full agenda and list of panelists. Click here to view the panelists' biographies.
Register for the event using this link.
]]>Charles Nelson, Managing Director – Business Development - UK at Morrow Sodali, will be a speaker at this event alongside representatives from the London Stock Exchange, BCLP, DealCloud by Intapp, and MHP Group. Together, they will share valuable insights and expertise on defending and preparing for M&A transactions.
Topics for discussion include:
- Key differences between public and private M&A processes
- How to deal with an unsolicited approach
- What influences your investors once a deal goes public
- Why attack is the best form of defence; getting your message across first
Click here for more information and to register.
]]>Click here for more information.
]]>Among the nonfinancial criteria businesses must increasingly consider to stay relevant to their employees, customers, investors and boards is ESG―or Environmental, Social and Governance. Beyond making smart business sense, ESG initiatives can help drive efficiency, increase customer and employee engagement and involve constituents in decisions that will likely affect critical ecological and social improvements. In today’s business environment, investors and money managers want to know that a company does more than just turn a profit; indeed, having a positive (or less negative) impact on the world at large is now often a metric used to gauge the long-term health and viability of a commercial enterprise. Investments in real estate and development are now being evaluated for ESG and sustainability by and for players in capital markets. While focusing on what actions to take toward ESG goals is just the first step, finding ways to measure success provides its own unique challenges. We’ll discuss how technology―specifically software programs―can be used to track performance and extract data to show how your efforts measure up.
Register here.
]]>
The conference, moderated by Tim Human, Senior Reporter at IR Magazine, will feature international and local experts who will, among other topics, discuss the latest trends in Investor Relations and the capital markets, including sustainability, AI and social media.
This event is reserved exclusively for SIX-listed companies.
Please find the full agenda here.
Hosted by Impact Boards EM and Delphos, the event promises insightful dialogue with distinguished speakers, including Carlos Eduardo Lessa Brandão and Geraldo Affonso Ferreira. This discussion will be moderated by Impact Board EM's CEO, Gregorio Saichin.
]]>This event will bring together leaders in IR, governance and sustainability to discuss expectations for ESG reporting and communications.
Learn more here.
]]>Register here.
]]>This session will focus on how technological advancements are reshaping the ethics and compliance landscape and workforce expectations, and major themes to look out for next year. Topics will include AI, data, privacy, insights, and automation, as well as how organizations will need to balance technology with humanity to cultivate psychological safety in their organizations and to manage the impact on the workforce.
Join Morrow Sodali's Jason Black, Head of Analytics International, in this interesting discussion among other panelists, such as Neta Meidav, co-founder and CEO, Vault Platform, and Clive Garfield, Executive Director, A&O Consulting.
Register here to participate in this event.
This “must-attend” IR event, will gather a number of distinguished investor relations officers and investment community professionals, and will uncover key topics related to risk management, AI, the impact of ESG for issuers and investors, investor communication, and IROs upcoming trends.
Rodrigo Rodriguez Gestal, Director at Morrow Sodali, will participate in the afternoon panel and provide his professional views on the ESG impact for issuers and investor relations professionals.
Learn more here.
]]>The event will take place on 22 and 23 November in Milan, at SpazioPola, and will commence with an interactive session and discussion on the evolution of the regulatory framework, the integration of ESG factors into remuneration policies, and emerging trends in the remuneration policies in 2024.
Fabio Bianconi, Managing Director at Morrow Sodali, will speak on the panel “Evolving perspectives of the executive compensation and trends emerging from the 2023 AGM season”, with other multidisciplinary experts to provide an update on the current trends in the executive compensation of listed companies, banks and asset management companies, provisions of the European Pay Transparency Directive, and the impact of the external shareholders on the remuneration policies.
Learn more and register here.
]]>At this event, we will gather experts and professionals to discuss about the most relevant data and insights resulting from the PSI 2023 proxy season.
Please join David Risser, Managing Director of Board & Governance at Morrow Sodali (moderator), and Eduardo Sancho, Manager of Corporate Governance & Sustainability at Morrow Sodali, in this interesting discussion through the 2023 shareholder meetings.
This event is reserved for IPCG members and invited guests.
Download the agenda here
]]>In partnership with IRMagazine, this webinar will uncover:
Learn more and register here.
]]>Stilpon Nestor, Senior Advisor at Morrow Sodali, will participate on the panel "How to Anticipate Governance Succession?" During this session, he will contribute to discussions and share valuable insights regarding succession planning and the smooth transition of governance roles within organizations.
Click here to learn more.
]]>Judged by a panel of distinguished investor relations and investment community professionals, these awards encompass Self-entry and Voted categories, recognizing excellence in investor relations across key areas like sustainability, innovation, corporate websites, annual reports, and overall IR programs. The Voted Awards acknowledge individual and team excellence in investor relations. The winners will be unveiled at the Best Practice Awards Dinner, taking place on November 21st at Royal Lancaster, Lancaster Terrace, W2 2TY.
Click here to learn more and book your place.
]]>At the conference, Morrow Sodali’s Corporate Governance Manager, Eduardo Sancho, presented the most recent results of Morrow Sodali's extensive analysis of the 2023 AGM season, while Carmen Lees, Project Manager at Morrow Sodali, participated in the roundtable of the Market Agents, contributing with her valuable insights to the debate among many distinguished panelists.
A conclusive debate on the future ESG challenges for listed companies in 2024, was moderated by Enrique Romero, Relationship Manager at Morrow Sodali.
Learn more here.
Download the agenda.
]]>
Join us at this unmissable event to celebrate the governance practitioners who have gone above and beyond to raise the bar and push our profession forward. There will be a 3-course dinner, drinks and a chance to catch up with old friends and new at the after party.
Learn more about this event and the categories that will be presented here. Don’t forget to use our exclusive discount code MORROW20, when booking your ticket to take 20% off the advertised prices!
]]>Click here to request an invitation.
]]>For more information and to register, click here.
]]>Is it feasible to work on other governance-related aspects, such as Board committees' and/or shareholders' competencies and responsibilities, to ensure greater consistency?
Does the role of independent directors need to be differentiated from other directors?
Do the role and the competencies of independent directors need to be redefined?
Should their election process be reviewed?
The annual forum of Nedcommunity “Sliding doors: rethinking good corporate governance and the role of independent directors”, will address these matters and other questions, in Milan on 9th November 2023.
Join Morrow Sodali’s Senior Managing Director, Andrea Di Segni, who will provide his professional views on the topics, during the afternoon panel entitled "Role and responsibilities of independent directors: the next normal”.
Register and find more information on the event, here.
Download the agenda.
]]>The event will take place on the 19th of October 2023 at Palazzo del Ghiaccio, Milan.
For more information email to: ilaria.guzzi@lcpublishinggroup.it or click here.
Download the agenda.
]]>The event will take place on the 26th and 27th of October 2023 at Park Hyatt Hotel, Zurich.
For more information email to: anna.palazzo@lcpublishinggroup.com or click here.
Download the agenda.
]]>Click here to learn more.
]]>In a globalized and hyper-connected world, collective intelligence and action have become indispensable conditions for the continuity of an organization. As a result, governance professionals need to broaden their perspective to encompass all stakeholders.
The debate will address these questions:
- In this scenario, are organizations enhancing connections with their stakeholders to achieve these goals?
- As governance players, have we incorporated this strategic vision into our performance?
For registration, please click here.
]]>Jana Jevcakova, Head of ESG International at Morrow Sodali, will participate in Panel 3, titled "An International Perspective of Sustainability: What do Investors Really Want?" The panel discussion will offer insights from an international perspective on ESG in the Middle East, delve into best practices for ESG strategy beyond reporting, and engage in discussions about future developments, including regulation and frameworks.
Click here to find out more.
]]>This 3-day event will cover a variety of topics and offer a rich networking experience with industry experts.
Michael Verrechia, Senior Managing Director & Co-Head, M&A and Activism Advisory Group, will speak on the panel "Shareholder Activism Update-- Tales from the Trenches" with other multidisciplinary experts to provide an update on the shareholder activism landscape, including various changes in activist tactics and the impact of the universal proxy rules on the 2023 season.
Learn more and register here.
]]>Other pressing topics include the rise of ESG in activism, a popular issue following the hottest summer on record, along with the EU’s Corporate Sustainability Reporting Directive and its effect on US companies. Finally, our speakers will round out the discussion with the most recent developments with Universal Proxy Cards.
IRC credential holders attending this event may claim 1 PDU credit.
Our Speakers:
Neil McCarthy joined Morrow Sodali in 2022 as Senior Director, Sales Enablement & Business Development. Neil was an M&A attorney at Skadden Arps, and an investment banker at Salomon Smith Barney and Bear Stearns.
Geoffrey L. Weinberg joined Morrow Sodali in 2023 as a Managing Director in the firm’s M&A and Activism Advisory Group. Prior to joining Morrow Sodali, Geoff was a Senior Managing Director at another leading proxy solicitation firm and before that, an attorney at Weil, Gotshal & Manges LLP in the firm’s Mergers & Acquisitions practice.
Hasib Nasirullah joined FrameworkESG, a Morrow Sodali Company, in October 2021. As a Senior Director, Consulting, he serves as a go-to partner and trusted advisor for clients across industries, leading engagements across FrameworkESG’s full suite of ESG services.
Register on NIRI Orange County chapter's website here.
]]>The event commences with an interactive half-day session on broader policy issues, featuring insights from industry leaders, regulators, and standard setters, allowing attendees to contribute their perspectives to ICGN's policy work. This will be followed by the ICGN Annual General Meeting (AGM), open to non-members but with voting exclusively for ICGN Lead Members. Day Two focuses on international trends and expert insights from this year's proxy season, particularly concerning shareholder proposals regarding sustainability, equity audits, corporate political activity, and climate-related disclosure. This event serves as a platform for business leaders and global investors to engage proactively and anticipate forthcoming developments in corporate governance.
Alison Owers, Managing Director - Head of the UK at Morrow Sodali, will moderate Plenary 2: "Enhancing the quality of sustainability reporting" on Day Two. This session explores how global sustainability reporting is harmonizing to improve corporate reporting efficiency and deliver better data for investors, impacting AGMs by prompting discussions on effective reporting and common proposal topics and votes. Joining Alison in this interesting discussion are Christine Chow of Credit Suisse Asset Management, UK, Alia Fazal, Head of Corporate Governance at BP, UK, Victoria Irving, ESG IR Manager at ArcelorMittal, and Gilly Lord, Global Leader on Public Policy at PwC, UK.
Click here for further information and detailed agendas.
]]>On 5th September 2023, on the premises of Linklaters in London, David Risser, Managing Director of Board & Governance at Morrow Sodali, presented the key fiduciary duties and conflict of interest in the UK and Europe to a delegation of board members and executives of Brazilian listed companies, within the context of an international study trip organized by the IBGC - Instituto Brasileiro de Governança Corporativa in the UK.
The delegates had the opportunity to exchange views with several experts on corporate governance, capital markets in the global context, stewardship and the relationship between Brazil and the United Kingdom. The agenda also included a visit to the London Stock Exchange, LSEG (London Stock Exchange Group), and a dialogue with Tom Attenborough, Head of International Business Development, Primary Markets at LSEG, and Agnes Blanco Querido, Managing Director Brazil at Morrow Sodali, on LSEG listing, challenges, rules and opportunities.
]]>Verrechia shared key takeaways from the 2023 proxy season. Watch the webinar here.
]]>Please join Patrick McNamara, Manager, Board & Governance at Morrow Sodali together with Jessica Dahlstrom, Corporate Governance Senior Manager at Financial Reporting Council, Amie Gramlick, Head of Investor Relations at Network International Holdings PLC, and Rakesh Patel, Director, Investor Relations at Haleon, for an interesting discussion on the Impact of UK Corporate Governance Code.
The panel discussion, moderated by Liz Cole, Head of Policy and Communications - IR Society will explore issues including:
The webinar will take place via Zoom on Wednesday, September 6 at 13:00pm UTC+1 - Click here for more information and to register.
]]>14 сентября 2023 г. 14:00-16:00. офис Международной финансовой копорации (IFC) Алматы, ул. Казыбек би, 41а, 4-ый этаж
Семинар проводится в рамках Дорожной карты для повышения осведомленности по вопросам ESG и устойчивого финансирования нa 2023 год, утвержденной Агентством Республики Казахстан по регулированию и развитию финансового рынка, при поддержке Международной финансовой корпорации (IFC) и Ассоциации финансистов Казахстана.
В ходе семинара будут представлены ключевые аналитические выводы по итогам исследования подходов к интеграции повестки устойчивого развития в практику корпоративного управления крупнейших банков мира, а том числе практические рекомендации для профессионалов в области корпоративного управления и устойчивого развития в банковского секторе.
Устойчивое развитие представляет собой один из наболее серьезных вызовов, стоящих перед банками и их руководством. Акционеры и стейкхолдеры, включая регуляторов, ожидают от банков инициативного подхода в этом вопросе. В части стратегии, «озеленение» кредитного портфеля является непростой задачей, особенно в странах с преобладанием «коричневых» отраслей в экономике. В части управления рисками, регуляторы нередко требуют от банков включения рисков устойчивого развития в систему управления рисками, закрепления в ее ключевых элементах. Они также ожидают непосредственного учета факторов устойчивого развития в рамках риск-аппетита банка. Реагируя на эти вызовы, международные банки адаптировали сложившиеся и создали новые механизмы корпоративного управления и управленческие подходы. В исследовании Morrow Sodali приводится обзор этих тенденций и выявлятся важные, и порой неочевидные взаимосвязи.
В частности, в рамках презентации исследования будут подробно рассмотрены следующие вопросы:
Регистрация: Для регистрации на мероприятие необходимо заполнить регистрационную форму внизу страницы. В регистрационной форме необходимо определить формат участия (личное присутствие или удаленное подключение)”
Число участников ограничено. Оформление пропусков в офис IFC и предоставление доступа к удаленному подключению осуществляются после успешного завершения регистрации.
Контакты: по всем вопросам, относящимся к участию в меропрятии просим обращаться к Алисе Фельтерович, a.felterovitch@morrowsodali.com
The event is organized under the framework of the 2023 Roadmap for Raising Awareness on ESG and Green Financing adopted by the Agency of the Republic of Kazakhstan for Regulation and Development of the Financial Market, with support from the International Finance Corporation (IFC) and the Financial Institutions’ Association of Kazakhstan.
The presentation will cover key findings from the Morrow Sodali study on the Governance of sustainability in the largest global banks, and put forward practical implications for corporate governance and sustainability professionals, particularly in the banking sector.
Sustainability is one of the big issues facing banks and their leadership. Shareholders and various stakeholders, including regulators, expect banks to be proactive in sustainability-related matters. On the strategy side, the “greening of the book” is the big challenge, especially in markets with big “brown” sectors. On the risk side, some regulators expect banks to integrate sustainability risk within the core risk management framework and its key categories. They also expect a clear sustainability perspective in the risk appetite framework. In order to deliver in these areas, global banks have reshaped existing governance and organizational arrangements and have developed some new ones.
Join Morrow Sodali's Director for CIS, Dr. Oleg Shvyrkov, who will present the banking study that examines these arrangements and comes up with interesting, sometimes counterintuitive, findings:
Registration: kindly fill in the below registration form and specify if you are attending in-person or online.
Location: IFC Office in Almaty, 41A Kazybek Bi Street, 4th Floor, Almaty
Please note that the number of participant slots is limited. Access to the IFC premises will be arranged and links to remote connection circulated upon successful registration.
For all queries related to attendance of the event, please contact Alice Felterovitch, a.felterovitch@morrowsodali.com
]]>The paper, that analyses the phenomenon of the transfer of Italian companies abroad, will be the focus of two round tables moderated by Massimo Menchini, Director of Institutional Affairs, and Fabio Galli, General Manager of Assogestioni.
Participants will include:
Massimo Belcredi, Professor of Corporate Finance and Director of the FIN-GOV Centre, Università Cattolica del S.Cuore
Marco Maugeri, Professor of Commercial Law, European University of Rome and Partner Studio Chiomenti
Fabio Bianconi, Managing Director, Morrow Sodali
Rosalba Casiraghi, Presidente del consiglio di amministrazione, illimity
Enrico Colombo, Lead Investment Stewardship Analyst – EMEA & APAC, Vanguard
Luca Enriques, Professor of Corporate Law, Oxford University
Chiara Mosca, Commissario, Consob
Marco Ventoruzzo, Professor, Università Bocconi
To participate, email to angela.bartiromo@assogestioni.it
Download the agenda here.
Lena Eriksson, Senior Advisor at Morrow Sodali, will be on the panel of "The New People, Process & Technology to Supercharge Boardroom Effectiveness". This session will explore new strategies to enhance boardroom effectiveness in the digital era. Experts will explore the role of data in decision-making, the significance of inward board evaluation processes, and the ways to equip directors and leaders with the necessary skills to tackle governance challenges. Lena will be joined by panelists Emily Williams from Diligent, and Onyeka Nweze from EML Payments to gain valuable insights.
Click here for more information.
]]>Jana Jevcakova, Head of ESG International at Morrow Sodali will hold the panel “Fire-side chat: ESG oversight and activism prevention” at the IR Magazine Think Tank-Europe event, that will take place in London on Thursday, June 22. This session will explore the steps IR teams can take to enhance ESG oversight, prepare for the next AGM and prevent ESG-related activism.
The panel will be moderated by the IR Magazine reporter Hemma Visavadia.
For more information including how to register, click here.
]]>Learn more and register here.
]]>The panel will be preceded by a reception & lunch for networking opportunities. For those that are not able to join in person, there is a virtual option. For more information including how to register, click here.
]]>About the 2023 AIRA Annual Conference
In the midst of the “Global Polycrisis” investors are seeking businesses with strong fundamentals such as a strategy aligned with profitability, effective management, and sound governance. At the 2023 Annual Conference, we will explore how combining fundamental IR with smart innovation can lead to success.
Effective communication is essential to meeting investor needs. C-Suite executives are focussed on attracting new investors, managing the cost of capital, engagement with current and prospective investors, reducing stock volatility, and being prepared to present in-person again. To achieve these goals, IRO’s must know their shareholders and find innovative ways to engage with investors.
Key Topics:
We are excited to share that Managing Director, Head of ESG International, Jana Jevcakova and Senior Director, Joanna McCarthy from Morrow Sodali, will be featured at the event. On day one, Jana will be moderating a panel discussion entitled "Risk Mitigation to Value Creation - Strategic Opportunities in Sustainability for Listed Entities," diving into the challenges of integrating sustainability into all aspects of business and effectively communicating sustainability initiatives. On day two, Joanna will take to the stage for a fireside chat entitled "War Stories from the Bunker: The Do's and Don'ts of Managing a Crisis." This panel session will provide essential tips for companies to prepare for and manage a crisis. The panellists will highlight importance of defense readiness, the role of advisors, and how to navigate crisis situations through real-life company cases.
To conclude the two days, Morrow Sodali will be presenting the “Best Investor Relations by a Company in the S&P/ASX 50" award at the 2023 Best Practice Investor Relations Awards.
View the full program and register here.
We look forward to seeing you at the event.
]]>ESG DAY 2023 will host panels of a number of distinguished ESG experts, including institutional investors, ESG funds, analysts and rating agencies, who will address topical issues of sustainability and responsible investing.
Our Managing Director, Fabio Bianconi, will be speaking on a panel entitled "Say On Pay: a preview of 2024 proxy season”, along with Maria Larsson Ortino, Global ESG Manager at Legal & General Investment Management (LGIM), Maria Anna Vologni, Head of the European Custom Research at Institutional Shareholder Services (ISS), Patrizia Celia, Head of Large Caps & Investment Vehicles, Sustainable Finance Partnership Lead at Borsa Italiana, and moderated by Massimiliano Riggi, Head of Investor Relations and Business Insight at Poste Italiane.
The event represents a relevant opportunity for an in-depth discussion and exchange among professionals working in investor relations and ESG.
The conference will delve into important ESG-related topics:
Download the full agenda of the ESG Day.
For further information, including the AIR membership, please email at: segreteria@associazioneir.it
]]>The Consumer Rules Summit 2023, co-organized by the European Bank for Reconstruction and Development (EBRD) and Conference Republic, will focus on new developments and global trends in the agribusiness, FMCG, retail and distribution sectors within South-East Europe, and also the wider Central and Eastern European markets, amid the current geopolitical challenges, and energy and inflation crises.
David will be speaking on the topic of corporate governance in family businesses on Tuesday, April 25 at 14:00 and provide the introductory comments to the panel discussion moderated by Pavle Đurić, Principal Counsel – Corporate Governance, EBRD. The panel will consider questions such as:
Click here for more information.
]]>Join Morrow Sodali's Charles Nelson, Managing Director – Business Development - UK, who will be a panelist in this interesting discussion on the role of board members in M&A transactions. The panel will be moderated by Pippa Dale, Director, LSEG and will also feature Jay Shaw, Chief Executive Officer, Praxonomy and Patrick Skinner, General Manager (UK & Europe), Atticus.
Topics for discussion include:
Click here for more information and to register.
]]>Morrow Sodali's Tom Margadonna, Senior Director of Capital Markets Intelligence Group will serve as a panelist at the event and lead the discussion: Understand your shareholder base: changing investor activity and implications for IR teams.
This exclusive, closed-door event features a series of panel sessions and roundtable discussions on select IR issues:
• Recession and Recovery: Capital market and macro-economic trends
• Fireside chat on fund flows: Changing investor activity and implications for IR teams
• Re-identifying the right investors: Building an innovative and strategic plan for targeting
• Compare company strategies for increasing coverage and targeting
• Cutting through the fog: Getting your digital strategy, messaging and meetings right
• Let’s Chat(GPT) – Using AI for IR
• Managing up and managing down: Role of IR in strategic priority setting
• Most value-adding initiatives IROs should strategically prioritize now
• Overcoming fatigue: What ESG factors are critical to investors in the current market?
• How peers in your sector are tackling similar issues around ESG
• Q&A with investors and analysts: Get your questions answered!
Find more information and register here: Home - IR Magazine Think Tank – East Coast