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The IR Awards celebrates outstanding achievement in local IR industry through the annual presentation of awards to the many diverse professionals that make up the dynamic IR and finance industries in HK. This year, HKIRA is gathering hundreds of IR professionals for the 9th IR Awards to celebrate IR excellence on Wednesday, 28 June 2023 at Grand Ballroom, Conrad Hong Kong.
Agenda
9
30AM
-
2
30PM
Wednesday, June 28, 2023
9
30AM
-
10
00AM
10
05AM
-
10
15AM
10
15AM
-
10
35AM
Presentation 1
Power of data for Investor Relations - Best Practices: Getting Deeper Insights on your stock liquidity & Investor Preferences
10
35AM
-
10
55AM
Presentation 2
Evolvement of Global Investor Relations Approach
10
55AM
-
11
15AM
Presentation 3
Global Gateway to U.S. Investors
11
15AM
-
11
35AM
Presentation 4
The Changing Role of Private Credit for Hong Kong Listed Companies
11
35AM
-
12
15PM
Panel Discussion
How to become a "Super IR" under this new business cycle?
Sponsors and Partners
Organizer
HONG KONG INVESTOR RELATIONS ASSOCIATION
Hong Kong Investor Relations Association (HKIRA) is a professional association comprising investor relations practitioners and corporate officers responsible for communications between corporate management and the investment community. Since established in 2008, HKIRA advocates the setting of international standards in IR education, advances the best IR practices and meets the professional development needs of those interested in pursuing the investor relations profession. HKIRA is dedicated to advancing the practice of IR as well as the professional competency and status of our members. To date, HKIRA has about 800 members.
http://www.hkira.comDiamond Sponsor & PR Partner
Strategic Public Relations Group Limited
Founded in 1995, Strategic Public Relations Group (“SPRG”) is one of Asia’s largest PR networks and Hong Kong’s largest financial PR consultancy. It is a fully integrated PR agency with major focus on investor relations and financial communications. SPRG provides a wealth of world-class PR services such as IR/listing communications, corporate and marketing communications and brand building consultation for corporations in Asia; leveraging the expertise of 310+ professionals from 15 offices in Hong Kong, Beijing, Shanghai, Guangzhou, Taiwan, Singapore and Malaysia. Via a global affiliation network, SPRG also has partners in 140+ cities around the world.
https://WWW.SPRG.ASIA/HK/Diamond Sponsor & Publication Support
EDICO FINANCIAL PRESS SERVICES
EDICO Financial Press Services Limited (a subsidiary of EDICO Holdings Limited (HKEx code: 8450)), aims to offer the quality service in the financial market. We specialize in production of financial transaction documents, which include:
• Listing-related Documents
• Periodical Reporting Documents
• Compliance Documents
• Miscellaneous and Marketing Collaterals
EDICO offers 7 days a week, 24 hours a day range of integrated services to their customers, including typesetting and proofreading, translation, design, printing and binding, distribution, and media placement.
Passion and ambition are essential to success. EDICO is motivated by their solid hierarchy of management team and the closeness of the team is what enables them to perform with unparalleled quality and professionalism and go beyond customers' expectation.
Their Motto: “Your Choice, Our Pride.”
Diamond Sponsor
EquitiesFirst
EquitiesFirst is a global investor specializing in long-term equities-based financing. Proudly celebrating 20 years of pioneering progressive capital, we deliver liquidity solutions that are vital, transformative and move our partners forward by overcoming the limitations of traditional financing to provide efficient access to capital.
https://www.equitiesfirst.com/
OTC Markets Group Inc.
OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our three public markets: OTCQX® Best Market, OTCQB® Venture Market and Pink® Open Market.
Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets.
OTC Link ATS, OTC Link ECN and OTC Link NQB are each an SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC.
S&P Global Market Intelligence
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). We are the world’s foremost provider of credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today.
https://www.spglobal.com/marketintelligence/en/Gold Sponsor
EQS Group
EQS Group is a leading international provider of regulatory technology (RegTech) in the fields of corporate compliance and investor relations. In working with EQS Group, thousands of companies worldwide inspire trust by fulfilling complex national and international disclosure obligations, minimizing risks, and communicating transparently with stakeholders.
EQS Group’s products are pooled in the cloud-based software EQS COCKPIT. They ensure the professional control of compliance workflows in the fields of whistleblower protection and case management, policy management, insider list management and disclosure obligations. In addition, listed companies benefit from a global newswire, investor targeting and contact management, IR websites, digital reports, and webcasts for efficient and secure investor communications.
EQS Group was founded in 2000 in Munich, Germany. Today the group employs more than 350 professionals around the globe and has offices in the world’s key financial markets.
Tangelo Software
Tangelo empowers companies with a smarter, simpler way to produce custom corporate reports in-house, on the cloud, and in record time. Intuitive, cloud-based, and secure, the platform streamlines the reporting process while giving you greater control. Supporting the latest trends in effective shareholder communication, Tangelo makes it easy for you to comply with regulations, engage your audience, and create stunning reports.
https://www.tangelo-software.com/Silver Sponsor & IT Support
irasia.com
Founded in 1996, we are Asia's leading digital investor relations company. Combining Investor Relations, Technology and Communications expertise, we help our clients engage with key decision makers globally through our exceptional IR experiences and our platform irasia.com.
Rated by TIME and Forbes magazines as one of the best websites for investment research, irasia.com is the world’s leading online specialist in Investor Relations information for the Asia-Pacific region.
Silver Sponsor
ListcoPRO Services Limited
ListcoPRO specializes in providing professional corporate services to listed companies and professional practitioners. Their services include Corporate Governance, Internal Control advisory, Listco CPD training and executive recruitment.
Corporate Governance and Internal Control
Their advisory team supports clients in corporate governance advisory, internal control and policy set up. They also provide outsourcing services on internal audit functions and review of ongoing Listing Rules Internal Control compliance.
Listco CPD Training
Their well-recognised training platform, Listco Professional Development Programme, is dedicated in providing high quality CPD trainings for listco directors and professionals through regular forums and tailored director’s training workshop on topics including listing rules compliance, financial reporting and corporate governance, connecting key executives of Listco and the most renowned speakers in town from Big 4, leading international law firms and professional institutes.
Conference Sponsor
Link Asset Management Limited
Managed by Link Asset Management Limited, Link REIT are the first Real Estate Investment Trust listed in Hong Kong. With a portfolio comprising retail facilities, car parks and offices across Hong Kong, Beijing, Shanghai, Guangzhou, and Shenzhen, we serve local communities by fashioning dynamic urban destinations that enhance our tenants' businesses, engage shoppers and visitors with delightful experiences, and promote a shared sense of community.
As we further our unique role in placemaking in the many communities that we serve, we support local economies while enhancing value for Unitholders of Link REIT. This is driven by our Vision, Mission and Values, which determine how we conduct our business and ourselves with our stakeholders.
We are one of the world's largest retail focused REITs in terms of market capitalisation. A constituent stock of the Hang Seng Index and the Hang Seng Corporate Sustainability Index, and included in leading international indices such as Dow Jones Sustainability Asia Pacific Index and FTSE4Good.
New World Development Company Limited
Founded in 1970, New World Development Company Limited (“The Group”, Hong Kong stock code: 00017) was publicly listed in Hong Kong in 1972 and is a constituent stock of the Hong Kong Hang Seng Index. A premium brand infused with a unique personality best defined by The Artisanal Movement, New World Group’s core business areas include investment in property and property development, and investment in and/or operation of roads, commercial aircraft leasing, construction, insurance, hotels and other strategic businesses. Its Greater China operations, especially in the Greater Bay Area, had a total asset value of approximately HK$600.2 billion as at 30 June 2020. The Group’s two listed companies are NWS Holdings Limited (61%), and New World Department Store China Limited (75%). New World China Land Limited is wholly owned by the Group.
https://www.nwd.com.hk/Tickets
ListCo Pass
HKD 3,800
Buy TicketFor IR Practitioners in HK listed companies only
Early Bird (expires on Monday, 5 June 2023 11:59 PM)Branded ListCo Table
HKD 41,800
Buy TicketFor IR Practitioners in HK listed companies only
with 12 ListCo passes
Early Bird (expires on Monday, 5 June 2023 11:59 PM)Conference Pass
HKD 1,000
Buy TicketAdmission to the morning Conference only
Early Bird (expires on Monday, 5 June 2023, 11:59 PM)Branded Corporate Table
HKD 66,000
Buy Ticketwith 12 Standard passes
Early Bird (expires on Monday, 5 June 2023, 11:59 PM)
Guest of Honor
Mr Joseph H. L. Chan, JP
Under Secretary for Financial Services and the Treasury
The Government of Hong Kong SAR
Mr Chan was appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017.
Mr Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.
Prior to joining the Government, Mr Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce. Mr Chan was also a member of the Central & Western District Council.
Mr Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.
Speakers
Dr. Eva Chan
Chairman, Hong Kong Investor Relations Association
Head of Investor Relations, C C Land Holdings Limited
Dr. Chan is the Head of Investor Relations of C C Land Holdings Limited (stock code: 1224). She has more than 25 years of experience and was the senior management of various listed companies in Hong Kong. She is mainly responsible for formulating the IR strategies for the company and conducting meetings with investors and fund managers all over the world. She also leads in a number of corporate finance exercises and corporate restructuring activities.
Dr. Chan is an Independent Non-Executive Director of Capital Environment Holdings Limited (stock code: 3989) and Xtep International Holdings Limited (stock code: 1368) and is appointed as an Adjunct Professor in the School of Accounting and Finance of the Hong Kong Polytechnic University and an Adjunct Professor of The Hang Seng University of Hong Kong.
Dr. Chan graduated from the City University of Hong Kong with a Bachelor of Arts in Accounting. She then received her MBA degree from the University of Nottingham. She also obtained a DBA degree from the Polytechnic University of Hong Kong. She is a fellow member of the Hong Kong Investor Relations Association, a fellow member of the Hong Kong Chartered Governance Institute, a fellow member of Hong Kong Institute of Certified Public Accountants and a fellow member of the Association of Chartered Certified Accountants.
Jon Edwards
Head of APAC - Primary Markets
London Stock Exchange Group
As head of the APAC region for primary markets at LSEG, Mr Edwards is responsible for developing the London Stock Exchange's business in the region, spending a majority of his time working with companies, advisors and regulators interested in London Stock Exchange Group's markets. Jon, who is based in Beijing, and his teams in London, Hong Kong, and Singapore work to promote both Main Market and AIM listings and help companies to increase their profile among London's investment community. Prior to taking up his post, Jon was responsible for business development activities in Russia, CIS & Asia Pacific.
Mr Edwards studied at Columbia University where he received his BA degree in Russian studies and joint JD/MBA degree in business and law. He joined the London Stock Exchange in August 2003, before which he worked on private equity transactions for Incepta Ventures UK Limited, Delta Capital and BNP-Invest. Mr Edwards has over 25 years of experience working with international companies in the natural resources, consumer products, real estate and TMT sectors.
Frankie Lam
Executive Director
S&P Global Market Intelligence
Frankie Lam leads S&P Global's Capital Surveillance and Investor Targeting business, based in Hong Kong. He leads the team of market intelligence analysts providing insights and explanations for shareholder/investor movements to C-suite and investor relations professionals. He has over 20 years' experience in capital market with firms such as Refinitiv and Moody's Analytics.
Frankie graduated from the University of Illinois at Urban-Champaign and has a Master of Finance from the City University of Hong Kong.
Mark Loehr
Chief Executive Officer, Board Member
OpenExchange
Mark is a seasoned leader with extensive experience in the financial sector. Mark's vision for OpenExchange is driven by his ability to see where traditional financial services are enhanced by technological advancements. He was previously CEO of Soundview Technology Group and, through its acquisition of Soundview, an EVP of Charles Schwab Corp. Before Soundview, Mark was the head of investment banking of the firm's predecessor, Wit Capital, the first online investment bank, known for pioneering innovation to the distribution of IPOs. Earlier in his career, he was with Smith Barney, and was president of Smith Barney Pacific, head of global equity sales and head of equity capital markets. Mark currently serves on the board of Proctor Academy. He earned his BA in economics from Cornell University.
Jason Paltrowitz
Director
OTC Markets Group International Ltd.
EVP, Corporate Services
OTC Markets Group
In his dual role as Director, OTC Markets Group International Ltd. and EVP, Corporate Services, Jason Paltrowitz manages the company's international and domestic Corporate Services business, supporting more than 1,200 companies that trade on the premium OTCQX and OTCQB Markets. Leveraging his background in financial services and expertise in cross-border trading, Jason spearheads sales initiatives and alliances to provide issuers with efficient alternatives to raise capital, access U.S. investors, and help small-cap companies alleviate the cost and complexity associated with being a public company.
Prior to joining OTC Markets Group in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division. Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division.
Jason served on the Board of Directors of the Crowdfunding Professional Association (CfPA) from 2017 - 2020. He previously served as a member of the Board of Directors at OTC Markets Group from 2008 - 2011. Jason holds a bachelor's degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.
Melody Tong
General Manager of Hong Kong & Shenzhen Branch
Director of Sustainability, Department Head of Sustainable Finance and Investment Business
CECEP Environmental Consulting Group Ltd. (CECEPEC)
Ms. Melody Tong is the General Manager of the Hong Kong and Shenzhen branches, Director of the Sustainability Department, and Head of Sustainable Finance and Investment Business at CECEP Environmental Consulting Group Ltd. (CECEPEC). She is mainly responsible for sustainable development management consulting, sustainable investment and financing consulting, and climate change-related consulting. She is also a certified professional of LEED AP (BD+C) and a BEAM Affiliate. She has received an Environmental Officer Course Certificate from the Hong Kong Construction Industry Council (CIC).
Ms. Tong has more than eight years of experience in the field of environment and sustainable development. She is knowledgeable about domestic and foreign sustainable development trends and has provided sustainable development consulting services to over 50 listed companies or large institutions in various industries. Ms. Tong has also assisted the Ministry of Ecology and Environment in conducting ESG policy research, participated in research projects of the Ministry of Ecology and Environment, and published academic papers as the second author. Currently, Ms. Tong is also the Head of Sustainable Investment and Financing Business, providing sustainable investment and financing consulting services in the Greater China region and external evaluation of overseas sustainable financing.
Tammy Tian
Vice President
Futu I&E
Ms. Tammy Tian is currently the Vice President of Futu I&E. She is a seasoned professional with around 10 years of experience in investor relations. Before joining Futu I&E, Tammy worked as a Senior IRM in Baidu (Nasdaq: BIDU; HKEX: 9888), a leading AI company with a strong Internet foundation, and 58.com (WUBA), the China-based classifieds giant, was taken private from the NYSE in 2020.
She worked as Project Manager to assist in planning and implementing effective strategies and programs for secondary listing for Baidu and delisting of 58.com. Prior professional experience in consulting and accounting in A Fortune 500 company.
Tammy was a graduate from The University of Warwick and has been a Chartered Certified Accountant since 2017.
Ben Wong
Director of Corporate Development & Investment,
Investor Relations and Sustainability
NWS Holdings Limited
Mr. Wong is responsible and oversees teams in investor relations, merger and acquisitions and sustainability of NWS Holdings Limited. He has over 14 years of experience in investments, corporate finance, investment banking and corporate development.
Prior to joining NWS Holdings Limited, Ben has held senior positions in family office, private equity fund responsible for fund raising, investments and investment management. He also held positions in various financial institutions such as HSBC and PricewaterhouseCoopers.
Alvin Yap
Managing Director
EquitiesFirst
Alvin Yap is the Managing Director at EquitiesFirst.
Focusing on business origination, Alvin is primary responsible for relationship management with corporates, institutions, family offices, intermediaries, and high-net-worth individuals.
Alvin brings more than 20 years of industry experience in investment banking and finance, with an extensive professional network and knowledge of cross-border M&A, IPO, private equity, venture capital and fundraising across Asia.
Prior to joining EquitiesFirst, Alvin held leadership roles at CapBridge Financial, China International Capital Corporation, Credit Suisse, Ernst & Young and Arthur Andersen. Alvin holds an MPhil in finance from the University of Cambridge and a Bachelor's degree in accounting and financial management from the University of Essex in Colchester, United Kingdom.