Taking a strategic approach to investor targeting:
"Understand what they care about"
28 November 2023 (Tuesday)
|Date:||28 November 2023 (Tuesday)|
|Time:||4:00 pm – 5:30 pm|
|Venue:||Online via zoom (Members and non-members)|
|Outline:||Investor targeting is a central part of every IROs responsibilities, facilitating better dialogue with existing and potential investors and proactive engagement. It is the process of identifying and engaging investors to create the most value for your company, as well for shareholders. This involves gaining access to and understanding your own investor data and analyzing it. By taking a strategic approach to investor targeting, IR teams can meet their long-term goals for the share register. And, as market uncertainty increases, the importance of targeting ramps up significantly – even for larger companies. This webinar offers insights on why targeting is important, when you should use targeting, and what to think about when selecting targeting tools.|
Ms. Venus Zhao
General Manager of Hong Kong Office
General Manager of Capital Markets & Corporate Communications, Yunkang Group Limited (Stock code: 2325)
Zhao Hui, Venus, has solid academic knowledge and professional experience in investor relations, capital markets, media relations, corporate communications, and corporate finance, with years of relevant experience in Fortune 500 MNCs and Hong Kong listed companies.
In her current position as General Manager of Hong Kong Office, General Manager of Capital Markets & Corporate Communications at Yunkang Group Limited (Stock code: 2325.HK), she leads the team in designing and executing effective investor relations and corporate communications programs, so as to enhance the transparency of the Company and ultimately to achieve a fair valuation of the Company's securities.
She is also Executive Committee member, Fellow and Event Committee Chairman of Hong Kong Investor Relations Association (HKIRA), Full Member and Young Director Committee member of HKIoD (The Hong Kong Institute of Directors).
Venus received her master degree of Strategic Public Relations in Communications and Journalism School in University of Southern California, and her MBA degree concentrated in Finance in The Hong Kong University of Science & Technology. She is a certified FCMA, CGMA holder from Chartered Institute of Management Accountants (CIMA), and certified ESG Analyst (CESGA®) from EFFAS.
Mr. Henry Chik
General Manager, Asia
Orient Capital Pty Limited
(Member of Link Group, ASX: LNK)
Henry joined Orient Capital in 2013 and has worked in the investor relations industry for over 20 years. Henry is responsible for providing share register analysis, IR intelligence and proxy services to listed companies in Asia. Leading a proactive and professional team, Henry helped clients in enhancing their IR strategies, addressing needs on ESG, and navigating through numerous major proxy situations. Henry’s IR background has provided a firm footing in his role and he is particularly passionate about connecting with and supporting the local Investor Relations community.
Mr. Derek Lee
Capital Market Department
Intron Technology Holdings Limited (Stock code: 1760.HK)
Derek Lee is the General Manager of the Capital Market Department at Intron Technology Holdings Limited (Stock code: 1760.HK), a leading provider of automotive electronic solutions in China. Derek is responsible for managing the company's capital market activities, including investor relations, corporate finance, corporate communications, and ESG initiatives. With over 20 years of experience in the capital market, Derek has a proven track record in various sectors, including property and TMT, in addition to the new energy vehicle sector.
Before joining Intron Technology, Derek held positions at Redsun Properties (Stock code: 1996.HK), Transmit Entertainment (Stock code: 1326.HK), Logan Property (Stock code: 3380.HK), and Shanghai Industrial Urban Development (Stock code: 563.HK). During his tenure at these companies, he led investor relations programs and oversaw offshore USD bond issuance. Throughout his career, Derek successfully issued more than 14 tranches of USD bonds, totaling USD4 billion, raised USD420 million in acquisition loans or syndicated loans, and secured initial research coverage from numerous international and Chinese investment banks. He also managed IPOs, reverse takeovers, corporate takeovers, as well as project investments and disposals.
Before assuming senior corporate positions, Derek worked at Strategic Financial Relations Limited, the largest financial public relations company in Hong Kong. During his time there, he spearheaded financial communications programs for a diverse range of listed companies, IPO issuers, and corporate takeover cases. Prior to that, Derek served at the Information Services Department of the Hong Kong SAR Government, where he managed the Brand Hong Kong program while seconded from Burson-Marsteller.
Derek holds a bachelor's degree in Business Administration from the City University of Hong Kong and a master's degree in Communication from the Hong Kong Baptist University. He is also an accredited Certified Financial Consultant and a Fellow Member of the Hong Kong Investor Relations Association.
Ms. Kirsten Molyneux
Partner and Head of IR and Capital Market Advisory
Kirsten Molyneux leads FGS’s Equity Advisory practice for Asia. She has a financial background with over 25 years’ experience of helping clients with complex communication and stakeholder engagement in Europe and Asia, having begun her career on the equity trading floor at UBS in London. Her work includes advising senior leaders on capital market engagement, Investor perception, Investor targeting, capital market days, equity narrative development, crisis preparedness, and issues management as well as ongoing investor relations and financial communication support. Kirsten also has extensive M&A and IPO experience.
Before joining FGS Global, Kirsten led Corporate and Consumer Affairs for DFI Group, part of the Jardines Group and the largest diversified Retail Group in Asia. Prior to DFI, Kirsten was a Partner at Brunswick, where she was global co-head of the Investor Engagement Practice advising, at the highest level, some of Asia’s most significant and transformational companies on how to respond to the challenges of operating in complex landscapes.
Mr. Simon Weston
Senior Investment Advisor – Asian Equity
AXA Investment Managers
Simon has been involved with managing investments in Asian equities since 1994, both as a buy-side analyst and as a portfolio manager. He started his career in the UK, working for various companies including Old Mutual Asset Managers, Perpetual Investment Management and Hill Samuel Asset Management. He moved to Asia in 2007 to join CLSA Capital Partners in Singapore where he set up and managed an Asian equity fund. In 2015 Simon joined Axa Investment Managers, moving to Hong Kong as part of the Asian equity investment team; he has recently returned to Singapore, although remaining with Axa IM.
Simon has a BSc from the Open University and an MA from the University of Cambridge. He is also an associate of the UKSIP.
|Fee:||Free for HKIRA members; HK$100 for non-member|
|Accreditation:||1 CPD hour (on request)|
|Taking a strategic approach to investor targeting (Orient Capital) (For member's access only)|