Marketing Seminar Series - Best & Emerging Practices for Investor Targeting

Now that you understand who your shareholders are, it’s time to develop your target list. Today, IROs seeking to engage with new investors need to take a more proactive approach to shareholder targeting.

Ensure you have a successful marketing season by hearing long-standing as well as new investor targeting practices from seasoned IROs. 

Over an easy-to-use online platform, content experts will share their knowledge through facilitated live conversations in convenient, one-hour sessions with an extra 15 minutes dedicated to audience Q&A. This webcast is eligible for 2 CEUs.

Date: Thursday, October 21
Time: 12:00 - 1:15pm ET
Cost: $32 for CIRI members, $45 for non-members (plus taxes)

Register on this page for the full series and receive a 25% discount.

By registering for this CIRI event, you agree to comply with CIRI's Code of Conduct.

What You Will Learn

  • How to identify prospective investors using a variety of approaches; and
  • What engagement practices produce the best results.

Who Should Attend

This event is intended for all individuals engaging with investors and/or contributing to the IR marketing plan. 


Samantha Cheung, Executive Vice President, Investor Relations, Sagicor Financial Company Ltd.
Samantha Cheung is EVP, Investor Relations (IR), at Sagicor Financial Company Ltd. (SFC:TSX). Sagicor Financial is a Caribbean based market leading insurance and financial services provider with over 180 years of history in the Caribbean and a growing provider life insurance products in the US. Sagicor listed on the TSX in December 2019 through a SPAC transaction. Samantha was previously the VP and Head of IR at Intact Financial and Genworth Canada (now Sagen). Samantha has over 20 years of capital markets experience including senior roles in the area of debt origination, derivatives and investment banking at a major Canadian bank. She has been an advisor to companies at various stages of growth and presence in the capital markets.

Samantha holds a B.SC.Eng (Queen’s University), MBA (Rotman School of Management) and ICD.D. (Rotman School of Management. She is currently an elected member of the Queen’s University Council and chairs its Nominating and Governance Committee. She has also been on the boards of Women in Capital Markets and the Canadian Institute of Investor Relations (CIRI).

Rhylin Bailie, Vice President, Investor Relations, Equinox Gold
Rhylin Bailie has been the VP Investor Relations of Equinox Gold since October 2016. From July 2011 to October 2016, Rhylin managed all aspects of investor relations for a number of resource companies including Southern Arc Minerals, Eagle Hill Exploration and Sandspring Resources. Previously Rhylin was Director of Investor Relations for NovaGold Resources from 2006 to 2011, and prior to that held various positions in the Treasury group at Placer Dome from 1995 to 2006. Rhylin is a graduate of the University of Waterloo with a Bachelor of Environmental Studies degree. She is a director on the National Board of the Canadian Investor Relations Institute.

Cancellation Policy

Cancellations must be received 48 hours in advance for reimbursement. Please contact Kaitlin Davis if you need to cancel your registration.

10/21/2021 12:00 PM - 1:15 PM
Eastern Daylight Time

Registering is easy!

Sign In below to register. Not sure if you have an account? Click on Forgot Password? and enter your email address. If you have an account, you will receive an email from [email protected] with instructions to create your password. If you do not have an account, please click on Create a new account. It only takes a few minutes! 

Sign In