Prepared for MiFID II? Understand the requirements and potential impacts to IROs

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Ontario Chapter
Start Date
Wednesday November 29, 2017 – 11:45 AM
End Date
Wednesday November 29, 2017 – 1:30 PM
Lunch seminar

Royal Bank Plaza, 200 Bay Street, South Tower, 3rd Floor, Fell Boardroom
Ontario Chapter Member Price: $35.00 +tax
Non-Member Price: $55.00 +tax
As all meals must be reserved in advance, registered "no shows" without 48-hour prior notice will not be reimbursed.

Event Description

Aimed at making markets fairer and more transparent, the European Union's revised Markets in Financials Instruments Directive (MiFID) impacts everything from how firms trade to how research is distributed. With MiFID II set to come into effect January 3, 2018, Investor Relations Officers must begin preparing for significant changes in research coverage. This lunch will discuss the impacts of the new MiFID II rules across the financial industry and help IRO's prepare for the research industry shakeout. This event is eligible for 2 CEUs.  

Promo Code for Groups of 3 or more (limited to 5 Maximum): ONEDU2017
*Discounted Rate of $25/person for members and $45/person for non-members 

**One person will need to register the group and then e-mail to submit attendee names


This event will be webcasted live. The webcast details will be posted shortly on the Webcasts page.


Event sponsored by:


Jordan Lorch, Global Head of Client Strategy & CSA at RBC Capital Markets
Jordan joined RBC Capital Markets in 2014 to lead their equity client strategy & relationship management effort in Europe. In addition to his client strategy  responsibilities Jordan has managed  the research pricing, CSA & MiFID II discussions from a client relationship perspective, helping firms transition and prepare for January go live. More recently he helped launch RBC’s RPA administration & aggregation product. Prior to joining RBC Capital Markets, Jordan had a similar role with Sanford C Bernstein . He now leads the client strategy and CSA effort globally out of London.
Garry Wilson, Director of IR Services at Eagle IR (UK)
Dan Romito, Global Head of Investor Analytics at Nasdaq



This is an invitation-only event. If you have received an invitation from CIRI, please refer to your emailed invitation and enter the access code.


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Greg Waller
Vice President, IR & Strategic Analysis, Teck Resources

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