Board and committees
Danielle Poulain was formerly Deputy Head of Corporate Relations at JPMorgan and has been working with corporates and institutions globally for more than thirteen years. She joined Execution (now Espírito Santo Investment Bank) in 2003 to set up the Corporate Access team. She has an MA in Modern Languages (French & Spanish) from Oxford University and is a Board member of the UK Investor Relations Society where she chairs the Events committee.
Richard Davies is Managing Director of Richard Davies Investor Relations Limited (RD:IR), a leading UK independent investor relations research consultancy acting for over 500 UK and international companies and their advisors. Richard set up RD:IR in 2002 to offer full-service IR consultancy to UK and international companies, combining quantitative and qualitative research processes with insightful advisory skills. He has run pioneering research projects across the global financial markets, covering hedge funds, emerging markets, private equity and financial service marketing processes.
Zafar has been in the Depositary Receipt industry for over fourteen years and is currently responsible for a global team at Deutsche Bank providing value-added services to corporate clients. He also spent four years at SG Warburg (now part of UBS) in London, providing investor relations advisory services to investment banking clients. Education: BA (Hons) Economics & Politics, University of Keele and MPhil Economic Development, University of Glasgow.
Matt Edmund has worked with corporates and institutional investors for twelve years in a number of Investor Relations related roles. Matt was FTSE 100 Relationship Manager at the London Stock Exchange for four years, a senior member of the Corporate Access team at Citi, and in Business Development at Computershare/Georgeson. Matt graduated from the University of London with a degree in Politics with Economics.
Nick has 20 years’ experience building up and running investor relations and financial information businesses. He founded Proxy Insight with a colleague in 2013 providing comprehensive global proxy voting information to issuers, their advisors and asset owners. Previously Nick ran Capita’s Investor Relations business and before that Corporate Advisory Services (EMEA) for Thomson Reuters after the sale of the Citywatch business by Computershare in 2006.
Diane has over 20 years’ experience in the discipline of Investor Relations. She has held in-house roles for UK corporates Signet plc and BAA plc and advisory roles. For nearly 10 years she has assisted Citi Depositary Receipts’ clients with cross border communication during listing, capital raising and shareholder expansion. She also spent 3 years with Cantos specialising in helping corporates influence shareholders via digital and online programmes.
Over the years she has advised companies of all sizes, sector and location on strategies and actions to identify and achieve their IR goals. Diane is an active member of the international IR community speaking at events across Europe, Asia and the Americas. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.
John brings extensive international IR experience to his role at the Society having previously been Head of Investor Relations at the Singapore Exchange for 11 years. He was heavily involved in establishing the Investor Relations Professionals Association in Singapore in 2006.
John is a banker by training having started his career with Barclays Bank in the City of London before embarking on a number of corporate finance and equity capital markets roles in Asia and Europe with Barclays, ABN Amro Rothschild and BNP Paribas. He has a BA from Loughborough University, an MBA from Henley Business School and he created an IR course that he taught at the Singapore Management University from 2009 to 2012.
Gary has a broad-based finance background, including investment banking (Merrill Lynch), private equity investment (Intel Capital, European Bank), investee Board directorships, and in-house FTSE-100 investor relationship leadership (Centrica plc, SABMiller plc).
Gary has thus developed a triple-perspective on corporate/investor relationships and the strategic and financial analyses that underpin them.
Darren is Managing Director of Capita’s investor relations business, and is responsible for the product and service offering including a highly technical team of analysts and sector specialists.
Darren joined Capita in 2013 and was most recently Head of investor relations sales at Financial Times, where he was responsible for all listed companies results, M&A activity, IPO’s, research, ratings, corporate governance and analytics across all platforms. Having previously worked for Equity Research, Darren has a wealth of investor relations experience from analysis tools to communications.
Susanne Oliver is a senior consultant based in London, specialising in investor relations and financial analysis. Susanne worked as a sell-side analyst in London for many years, most recently at Credit Suisse First Boston, specialising in the automotive industry. She subsequently spent three years as an in-house consultant in the investor relations and corporate controlling departments at Daimler AG in Stuttgart. Prior to joining CNC, she worked as an independent management consultant for two years, focussing on corporate strategy and company valuation. She studied psychology and philosophy at the University of Oxford. Susanne Oliver is bilingual in German and English and has a basic knowledge of French.
Dipty Patel is the IR Society’s conference and events manager. Dipty has worked in event management for over 10 years with experience in a number of industries including media, broadcast, advertising, financial services and non-for-profit associations.. She has considerable experience of organising award ceremonies, gala dinners, conferences, seminars, AGMs, webcasting, exhibitions, networking events, launch parties and incentive events both in the UK and internationally. Dipty has a 2:1 honours degree in Marketing & Accounting and part qualified in CIM Post Graduate Diploma.
Cas has been with Georgeson for over 12 years, bringing with him almost five years’ experience in international investor relations and shareholder identification. At Georgeson, he is responsible for Georgeson’s Northern European Proxy and Corporate Advisory business. Cas has a longstanding knowledge of Global proxy voting mechanics and key governance matters affecting issuers and shareholders globally. Having worked for several activists and against many more he has in-depth experience to support investors or issuers in complex, sensitive activist campaigns. Cas remains an ongoing advisor to the UK Department of Business, Innovations and Skills (Formerly the DTI) as well as the UK Takeover Panel and the London Stock Exchange on various corporate actions, and proxy related matters.
Cas graduated from SUNY Binghamton with a BA in History. He maintains membership in the ICGN and the ECGI, both governance related organisations that set the agenda for the global governance debate between issuers and shareholders. He has participated in various industry organisations including the Shareholder Voting Working Group in the UK and European Industry working committees on Target 2 Securities, Legal Certainty and the Working Group for Market Standards for General Meetings.
David Walker qualified as a Chartered Accountant with PriceWaterhouseCoopers within their Banking & Capital Markets division in London. Following this, he spent over seven years in the city at Deutsche Bank where he held a variety of roles within the Corporate Finance division, including Business Development and most recently as a Vice President in the UK Corporate Broking team. Since leaving Deutsche Bank David has worked at Hays PLC, the FTSE250 listed specialist recruitment group, where he currently heads up the Investor Relations & Corporate Development team, taking responsibility for all aspects of shareholder and other stakeholder communications.
Clare Williams has 22 years’ experience in the financial services industry including investment analysis, fund management, training and investment marketing at The Stock Exchange, WM Company, Scottish Widows and Abbey National plc.
Her background encompasses both client servicing, where she was the Director of Abbey National Asset Managers’ client servicing function, as well as investment analysis covering a variety of sectors in her role as fund manager/analyst across the Pan European equity market.
Founded CWA Ltd in 2004, specialising in investor relations and investment communication. Working across industrial and consumer sectors, CWA provide an independent and experienced fund manager’s perspective to UK and International public companies.
Post graduate qualifications include: UK SIP and member of the CFA institute. Member of the Investor Relations Society and contributing member of the Events committee.