How will new technology and regulatory environments affect investors and companies relationships?

As soon as 2020, financial statements will be published in electronic format in Europe. Although this new form of financial communication already exists in other markets, its impact on interactions between issuers and investors is still unknown. On one hand, the adoption of this technology will require issuers to invest and go beyond the regulatory framework in their search to leverage the use of technology. On the other hand, investors, and particularly analysts who are increasingly using technology, will have to find ways to differentiate themselves while making sure they are not escaping the fundamentals of analysis. Our panel will be composed of investors and representatives from the investor relations community and the XBRL technology front. Our Guest Speakers will share their views on the experience from other markets, on the regulatory framework, and on the technical opportunities and challenges. By engaging this dialogue, both issuers and investors will have an opportunity to propose the best solutions and share their thoughts on their future relationships. You can find the latest report published by CFA Institutecovering experience shared by CFA members on using XBRL. Please note: this event will be held in English but questions in French are welcome.

Agenda

Registration: 6:15 – 6:30pm

Conference: 6:30 – 7:45pm

Cocktail: 7:45 – 9:00pm

 

Our speakers

Jean Régis Carof – General Secretary, Cliff Investor Relations Since 2004, Jean Régis Carof has been Head of Investor Relations with L’Oréal and responsible for relations with market authorities. Jean Régis Carof is also Secretary General with Cliff, the French association of investor relations. Jean Régis Carof started his career in Sequana Group before joining L’Oréal as Head of customer services in 1986. He then moved to CFO of L’Oréal Paris before taking the responsability of the corporate finance division in 1999. Jean Régis Carof is also a member of the “Commission Consultative des Emetteurs AMF” and since 2011 has been director of the “Fédération des Investisseurs Individuels et des Clubs d’Investissement”. Jean Regis graduated from Rennes University and Sciences Po Paris in public law and public services.

Vincent Papa, CFA CPA – Director Financial Reporting Policy, CFA Institute Vincent Papa has approximately ten years’ experience in developing financial reporting policy for capital markets. He is currently based in CFA Institute’s Brussels office, having worked in the London office for 10 years. Vincent is a spokesperson and author of content articulating investor perspectives on a range of reporting issues including IFRS and US GAAP updates, broader corporate reporting reform including Non-GAAP financial measures, integrated reporting, ESG reporting, and enhancing audit quality. He serves on the European Financial Reporting Advisory Group (EFRAG) user panel, European Securities Markets Authority (ESMA) Corporate Reporting Standing Committee and the International Integrated Reporting Council (IIRC) investor module advisory working group. He previously served on the Financial Stability Board Enhanced Disclosure Task Force that was addressing bank risk disclosures in the aftermath of the financial crisis, IFRS advisory council and the IFRS Capital Markets Advisory Committee. Prior to joining CFA Institute in 2007, Vincent had thirteen years’ experience in a variety of roles including fixed income securities analysis at London based Observatory Capital hedge fund, and in management consultancy and auditing roles at Accenture and KPMG in Johannesburg and Price Waterhouse, Nairobi. He holds a doctorate in management from Cranfield School of Management in the UK whereby his doctoral thesis was on derivatives accounting and earnings management, a Masters in Finance from London Business, an MBA from Witwatersrand University, Johannesburg and B.Sc (Electrical Engineering) from University of Nairobi.

Bruno Tesnière – Chairman, XBRL Europe Bruno Tesnière is a Partner at PwC in France. He chairs XBRL Europe, a non for profit organisation affiliated to XBRL International for promoting XBRL in Europe and is also a board member of XBRL France. He has, since 2000, contributed to the development of XBRL through participation to the consortium and chaired the XBRL Advisory Council of the IASC Foundation.

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Non-Members welcome, please contact events@cfafrance.org.

Non-Members fee: 20EUR