Download Report

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.