RUNNING HOT:
Transcription
RUNNING HOT:
HALF-DAY SYMPOSIUM 2015 RUNNING HOT: CORPORATE ACTIONS 2015 WHAT LISTED ENTITIES NEED TO KNOW 21 MAY 2015 RADISSON BLU PLAZA, 27 O’CONNELL STREET, SYDNEY 12.30 - 5.30PM (FOLLOWED BY COCKTAILS) CPD Hours 5 Sponsors HALF-DAY SYMPOSIUM PROGRAM 12.30 – 1.15pm 1.15 - 1.30pm 1.30 - 2.05pm Registration & Lunch OPENING COMMENTS FROM THE CHAIR CORPORATE ACTIONS & MARKET ANNOUNCEMENTS ASX representatives will discuss the key themes that listed entities need to be aware of and mistakes that have been made surrounding lodgment of announcements and compliance during corporate action activity. 2.05 - 3.05pm CASE STUDY 1 – CAPITAL RAISINGS This session will focus on different types of raisings and identifying which one is best suited, working with investment banks, communications requirements, stock allocation, underwriting fees and Board and C-Suite involvement. 3.05 - 3.25pm Afternoon Tea 3.25 - 4.25pm CASE STUDY 2 – SHAREHOLDER ACTIVISM AND PROXY VOTING Insiders will reveal how to deal with activists, the role of industry funds, custodian stock lending and reputational risk. Brett Foley, reporter, M&A, Investment Banking, Capital Markets & Private Equity, Bloomberg News David Barnett, national manager, issuers, ASX John Williams, general manager, operations, ASX Peter Jackson, national manager, capital markets, Link Group Nick Kuys, general manager, operations & investor relations, DUET Group Jacqui Vanzella, executive director, equity capital markets, Macquarie Capital David Friedlander, partner, King Wood Mallesons Maria Leftakis, managing director, Global Proxy Solicitation Leanne Nolan, company secretary & general counsel, Roc Oil Daniel Smith, director of research, CGI Glass Lewis 4.25 - 5.25pm CASE STUDY 3 – M&A Throughout 2014 we saw M&A activity across a multitude of Australian companies. This session will explore some of the challenges and issues throughout the process and discuss some of the key learnings and provide some practical tips for companies and investor relations professionals moving forward. Victoria Geddes, director, First Advisers Simon Haddy, partner, M&A, Herbert Smith Freehills John Hobson, head of capital markets, AGL Energy Limited Ben Roberts, executive director, UBS Investment Bank 5.25 - 5.30pm 5.30 - 7.00pm CLOSING COMMENTS SYMPOSIUM NETWORKING DRINKS Ian Matheson, chief executive officer, AIRA ABOUT THE SPONSORS Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications. We also specialise in corporate trust, mortgage, bankruptcy, class action, utility and tax voucher administration, and a range of other diversified financial and governance services. Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world’s leading organisations use us to streamline and maximise the value of relationships with their investors, employees, creditors and customers. Computershare is represented in all major financial markets and has over 15,000 employees worldwide. For more information, visit www.computershare.com. GPS (Global Proxy Solicitation) is Australia’s leading shareholder specialist, assisting boards and management with value-adding engagement, governance and proxy strategies. Our strategic advice and bespoke services are deployed in a diverse range of corporate actions including routine and special meetings, M&A, activist and ECM initiatives. GPS has advised hundreds of Australian and overseas companies, activist investors and hedge funds for transactions valued in excess of $550 billion. Our commitment to research is evidenced by our partnership with the Melbourne Institute to publish the quarterly GPS-Melbourne Institute Leading Index of Shareholder Confidence, Australia’s best known retail investor sentiment indicator. For more information, visit www.gpsproxy.com.au. The Bloomberg Professional® service provides corporate finance, treasury, and investor relations professionals globally with a powerful tool to streamline workflow, manage risk, reduce costs and achieve strategic objectives. This comprehensive, all-in-one solution seamlessly integrates the very best in real-time data, news and analytics, enabling corporate professionals to make timely and informed business decisions on the same platform that investors, analysts and bankers use. Bloomberg users also benefit from on-demand multimedia content, extensive electronic trading capabilities, and a superior communications platform. Headquartered in New York, Bloomberg employs more than 15,500 people in 192 locations around the world. For more information go to www.bloomberg.com. FIRST Advisers is a specialist consultancy offering an integrated suite of professional services for listed companies in investor relations, market and shareholder analytics, financial media, corporate PR and governance. For the past 15 years our team has been providing advice and support to Australian and New Zealand companies on how best to target new shareholders, structure market sensitive announcements and deliver complex information to a wide range of stakeholders in the financial markets and investment community. We do this every day as well as managing communication on a range of transactions including capital raisings, M&A and IPOs. FIRST Advisers’ state of the art CRM platform, AccessIR, enables clients to manage all aspects of their IR programme including the delivery of our high quality beneficial ownership analysis reports. We are passionate about helping companies tell their story effectively; connect with investors and key influencers in the financial markets; and realise a fair market value for their shareholders. For more information go to www.firstadvisers.com.au. Orient Capital is a global leader in share ownership analysis, market intelligence, investor communication and shareholder management technology. The company is the largest analyser of share registers globally and the dominant provider of equity ownership analytics to listed companies in multiple markets. We help listed companies identify and track their shareholders, as well as their behaviour, using either local ownership disclosure provisions or our own proprietary methodologies. Orient Capital’s unique online platform miraqle is the tool through which we deliver all our ownership reporting, whether across the share register, underlying beneficial holders or employee shareholders. It comprises a constantly evolving series of integrated modules, each designed to assist companies to efficiently and accurately identify, profile, track, manage, target and engage with investors, potential investors and the wider investment community. For more information, visit www.orientcap.com. 21 May 2015 HALF-DAY SYMPOSIUM 2015 Radisson Blu Plaza, 27 O’Connell Street, Sydney 12.30 - 5.30PM (followed by cocktails) To register to attend AIRA’s Half-Day Symposium, please complete this form and return it with your payment either by fax on +61 2 9872 9200, by email [email protected] or by mail to the Australasian Investor Relations Association, GPO Box 1365, Sydney NSW 2001. REGISTRATION DETAILS TitleFirst name(s)Surname PositionCompany Address CityStatePostcode TelephoneMobileEmail Special dietary requirements FEES - I WILL BE ATTENDING AT THE FOLLOWING RATE: Type Member Non-member Full Rate $598.95 $719.95 Second and Subsequent Registration $544.50 $654.50 To receive the member rate you must be a current member of AIRA. All prices are in Australian dollars and are inclusive of GST. The second and subsequent registration is available to employees from the one organisation who register to attend at the same time. PAYMENT DETAILS TOTAL AMOUNT PAYABLE $ Method of payment Cheque Please make cheques payable to the Australasian Investor Relations Association Direct transfer Westpac Banking Corporation, 341 George Street, Sydney NSW Australasian Investor Relations Association, BSB: 032-000, A/C Number: 37-8050 Credit card AMEX Visa Mastercard (payment received by credit card will incur a 3% administration fee) Card numberCVVExpiry date / Cardholder’s name Cardholder’s signature ENQUIRIES AUSTRALASIAN INVESTOR RELATIONS ASSOCIATION ABN 66 095 554 153 GPO Box 1365, Sydney NSW 2001 T: +61 2 9872 9100 F: +61 2 9872 9200 E: [email protected] TERMS & CONDITIONS OF REGISTRATION An email confirmation will be issued upon receipt of your form and payment. Your credit card will be charged immediately for the full amount to confirm your registration. Full payment must be received before your booking will be confirmed. CANCELLATION POLICY Should you be unable to attend after submitting your registration, you can nominate a substitute delegate at no additional cost. Alternatively, a full refund less a $100 administration fee will be given for cancellations received up to 10 working days prior to the event. Regrettably, no refunds will be given for cancellations received less than 10 working days prior to the event. Cancellations must be received in writing and should be emailed to [email protected]. If you do not provide your personal information, we may not be able to do these things. In most cases, you are able to gain access to your personal information which we hold on request. PRIVACY POLICY We collect your personal information in connection with our role as a professional organisation for investor relations professionals providing information and advocacy (which includes providing information and products and services to you). We may disclose your personal information to service providers that perform services on our behalf. In addition, from time to time, we may share personal information with corporate partners, joint venture partners or other third parties to promote through direct mail or email a service or product that we consider to be of personal and / or professional benefit to you. By submitting this form, you consent to us using and disclosing your personal information for this purpose.