IR Impact Workshop – Capital allocation: Bridging strategy, communication and investor confidence
How to approach capital deployment amid uncertainty
In association with FGS Global
Mandarin Oriental Savoy, Zurich
Key principles of effective communication on capital allocation
Develop and communicate your capital allocation strategy in today’s environment
Capital allocation is at the core of value creation and a key component of your equity story. An effective and well-communicated capital allocation strategy provides investors with conviction around your ability to deliver shareholder returns.
However, with high interest rates, inflation, geopolitics and declining growth forecasts, the landscape has become increasingly complex, with more divergent views around how and where capital should be deployed. While the topic is increasing in importance for investors, they often find this less than optimally addressed by companies.
Amid this challenging backdrop, IR Impact has partnered with FGS Global to explore how best to convey your capital deployment strategy to the market.
Workshop members will exchange ideas, debate topics and learn from their peers about how best to adapt their approach to capital deployment and have the best impact in the current market environment. Spaces are limited, so apply for your place today.
WHEN
WHERE
Mandarin Oriental Savoy, Zurich
Who
Exclusively for chief financial officers and senior investor relations professionals at listed companies
In association with
FGS Global
FGS Global is a pre-eminent global strategic communications advisory firm, with locations in North America, Europe, Middle East and Asia, with over 1,400 multidisciplinary experts across the world’s major financial, government, business and cultural centers.
The firm provides combined support in Transaction & Financial, Crisis & Issues Management, Global Public Affairs and Strategy & Reputation Communications, supported by research insights & data, digital & social strategy, media planning and creative solutions.
FGS Global serves its global client base from 31 offices around the world.
FGS Global Equity Advisory and Investor Relations provides strategic advice to companies on all matters related to their valuation, market impact and communication.
Working closely with the company’s management (CEO, CFO, Strategy, M&A and Investor Relations), we use an understanding of market perception to help better define their investment proposition, improve shareholder engagement, optimise capital structure, plan Investor Relations activity and target new investors. This includes Equity Advisory and IR support across the company reporting cycle, perception studies, capital markets days, activism defence, crisis management and to develop ESG and stakeholder value advisory.
Timings
Times are shown in CET (Central European Time).
Timings are subject to change.
3.45 pm
Registration, networking and refreshments
4.00 pm
Opening panel: Changing attitudes around capital deployment
A panel of experts will share their views on precisely what has changed in the capital markets, and what it means for investor relations teams as they develop the ways they put capital to work. The panel will discuss how preferences on capital deployment have shifted and what IR teams should consider when communicating their strategy to the market.
- Explore the factors influencing pursuing organic or inorganic growth or paying down debt in the current environment
- Dividends vs. buybacks: Debate the pros and cons about how to return capital to shareholders as views are changing
- Discuss how to develop a clear capital allocation methodology
- Understand investor perspectives on how capital should be deployed in the current environment
- Hear ways to create an evidenced based communications plan that can be applied in the near and long-term
Speakers:
- Moderator: Steve Wade, head of content, IR Impact
- Michael Henderson, head of growth – UK, US and Canada, ZKB Securities (UK)
- Caroline Learmonth, partner, FGS Global
- Anca Maria Rafaisz, portfolio manager, Vontobel Asset Management
- Andreas Schwarzwälder, head of investor relations, Clariant
5.00 pm
Roundtable discussion:
In this roundtable discussion, attendees will explore how to craft a capital deployment strategy and communication plan that resonates with investors. In an open and honest discussion, attendees will share their views and ideas about how to adapt their approach in this highly interactive session.
Specifically we will discuss:
- Get insight into different capital deployment plans
- Learn how to balance company pressures with investor expectations
- Hear examples of ways investor relations teams are effectively communicating capital allocation decisions
- Discuss what to do if your capital allocation decisions don’t go to plan
5.50 pm
Summary and closing remarks
6.00 pm
Drinks reception
7.00 pm
End of event
Event speakers
Apply to attend
The event is exclusively for chief financial officers and senior investor relations professionals at listed companies.
There is no charge to attend the workshop, but we do ask that everyone who joins is prepared to contribute to the discussions proactively.
Please fill out the form and we will inform you of the status of your application.
If you have any questions please contact Priscilla Lim at [email protected] or call on +44 20 8004 4989.
FREE TO ATTEND
Venue information
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