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Manager Management

Location:
111399
Posted:
March 21, 2011

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Resume:

irina kalinina

mobile: +7-916-***-**** ( email: **********@*****.***

Expertise

Experienced Head of Investor Relations and Corporate communication with

over 10 years experience in financial services and Investor Relations with

a proven track record of operational excellence and process development,

personal integrity and leadership. Sector experience includes working for

some of the world's largest financial institutions such a Merrill Lynch and

CIBC Oppenhaimer. Clear and effective communicator, comfortably interacting

in a variety of settings and cultures. Fluent in two languages with work

experience living in Russia, US and Canada. Special emphasis on strategic

planning, integrated PR/IR and rapid performance turnaround by achieving

breakthrough improvements in corporate communications, excellent knowledge

of retail investors specifics and expectations management. Possess a

wealth of personal and business contacts in Investment community and IR

industry, frequent and active participant in various global forums and

conferences.

EXPERIENCE

banking group zenit, moscow, rf 2007 - present

Investor Relations Director, Head of corporate communications department

Responsible for set up fully operational and effective Investor Relations

within Bank, at a time of considering entering an IPO process. Set out

criteria and benefits of creating an IR function, with the principal aims

of:

. Establishing a platform for financial market communication. Created an

Investor relation department and make it an IPO ready in an unprecedented

short amount of time. Established methodology with clear metrics and

criteria for PR and IR activities, ensuring a smooth transition to new

procedures aligned with the best practices. Designed Information,

Disclosure and IR Department Memorandums, setting department structure

and responsibility.

. Formulating strategic positioning and messaging to build stronger

investment case. Communicated consistently with appropriate analysts and

investors and conducted "warm up" background meetings to develop

knowledge of the group, its strategy and management. Achieved a higher

awareness, particularly amongst international investment audiences, of

the company, its strategy and competitive strength and goals.

. Profile rising of the bank and management through conference

participation. Prepared road show timetable for entire 2008, including

both equity and fixed income investors and ensure road show presentation

addressed to both audiences. Decided on attendance by management. Defined

the peer group in order to monitor and learn from how and what they

communicate. Initiated peer group benchmarking analysis on IR-related

topics and operational metrics.

. Creating regular news flow and implementing best practice communications

through disclosure of financial results, bond issuances and business

developments. Used the company website as a key point of information to

Russia and international audiences and as a tool to demonstrate its

commitment to full, fair and timely disclosure. Created the IR part of

the site, upgraded the current web site to reflect most up to date

information and to avoid selective and localized disclosure of Russian

language news only. Kept Russian and English versions consistent

throughout all site.

Major Accomplishments Included:

. Successfully drove first IFRS Earning announcement in a history of the

bank and broadening the list of analysts following the Bank results.

Established common procedure of placing Auditors Report and Tables on the

Website for public access.

. Initiated the first full 15 page Research Report coverage by Troika

Dialog ("Sitting pretty by the Volga"), amid private company status and

following by analysts in Fox-Pitt Kelton, Rencap, VTB AM and Uralsib

. Created and established credibility with investment community through

meeting management with most influential analysts in Financial and

Banking. Established a dialogue with minority shareholders, ensuring

sound, beneficial and stable relationships for foreseeable future thus

preventing sell.

. Delivered most significant increase in foreign publication in 5 years

including Financial Times, Euroweek and Sunday Express.

. Negotiated and managed agreements signing with Financial Dynamics, Big

Dough, Capital Precision, saving more then 30 % on the pricing of

contracts and broadening the list of services provided.

afk sistema, moscow, rf (sse 2007 - 2007

Ticker SSA at London SE, Large Telecom Holding, 50% owner of MTS (Mobile

Tele Systems ticker MBT at NYSE)

Investor Relation Director, Head of Corporate Communication Department,

Responsible for maximizing Sistma capital markets profile and valuation

through a successful and best practice communication programs, improving

business position and reducing the cost of capital. Responsible for

broadcasting a compelling and consistent investment case to the right

targets at the right time. Key areas of responsibility are:

. Raising corporate governance rating/profile, increase company profile

internationally. Planed for 2007 Annual report in terms of design

content, themes and suppliers. Established, measured and improved KPI and

metrics on various segments. Delivered common, proactive and consistent

products and processes utilizing formal Best Practices, Lessons Learned

and Mistake-Proofing across the company,

. Improving internal coordination. Developed and circulated Communications

Protocol setting our internal goals, responsibilities, rules and

processes. Create and maintain centrally a schedule of events

(conferences, one on one meetings, road shows) to avoid conflicts &

duplication of attendance by subsidiaries. Organized at least monthly

meeting of Group Heads of IR and PFR teams to present and discuss news

flow and schedule events. Endured consistent messaging between IR and Pr

teams, timely and simultaneous discloser around key topics.

. Increasing shareholder base by attracting a longer term investors.

Reduced volatility and trading beta. Prepared road show timetable for 2H

of 2007, ensuring that both equity and fixed income investors, existing

and targeted investors included into road show meeting and presentation

is addressed to all audiences. Decided on attendance from management and

subsidiaries and broker to be used. Coordinated timetable with

subsidiaries to ensure no overlap and consistent messaging, meeting all

the cost, schedule and performance targets. Implemented Day investor &

sell side site visits to Sistema to highlight key development and to

increase understanding of business. Defined IR Action Plan for 2008.

. Improving information disclosure and internal communications. Ensured

appropriate regulatory disclosure of all material news by providing

management explanation of material changes during the quarter and

appropriate disclosure of any long-term programs in place - one-off vs.

recurring items. Indicated appropriate disclosure of any adjustment,

calculate underlying margins. Disclosed research and development cost,

when material and group dividends history. Prepared a corporate news

calendar to include financial results, annual report filings, AGM/EGM

announcements, dividend payments, etc. Ensured each material fact

disclosure is raised at least 48 hours in advance of publication and

discussed with IR, PR teams and outside counselors for relevance

appropriate disclosure mechanism.

. Communicated a stronger investment case, by unifying and constantly

repeating same key massages through IR and PR channels and doing ongoing

monitoring, measurement and performance improvement. Reworked a corporate

presentation, to reflect key drivers in unlisted assets (Intourist, MBRD,

Detskiy Mir, Medsi clinics, RDI) and drivers for stock valuations. Set

in motion creation of the corporate brochure and changes to the website.

Major Accomplishments Included:

. Increased market capitalization by $900 mln in 3 month (from 25 to 34.75

$ per share)

. Reestablished credibility with investment community through one-on-one

and group meeting

. Produced and maintained centralized consensus sheet

. Made over 24 presentations during fall on site visits, resulting in

issuance of the new reports

housing finance bank, pik group of companies, MOSCOW, rf 2003 - 2007

Ticker PIK at LSE (London USD)

Vice Presiden Investor Relations

Participated in strategic direction setting, implementation of high quality

communication program, establishing relationship with multilaterals (IFC,

EBRD), investment banks and potential strategic investors and other key

business initiatives. Advice on attracting non-executive directors to the

HFB Board

. Audit the communications process in place and recommended improvements

required. Analyzed current media strategy. Determined desired HFB key

messages, and developed a series of new platforms that HFB can "own", by

providing intelligent and value added expert commentaries. Provided

regular and structured news flow, which underlines the growth and

achievement of the company, ensuring they receive adequate coverage,

maintained ongoing updating of key message as required.

. Corporate Website and Presentations. Ensured website content reflect the

key messages and represented a in a strong and well worded proposition.

Ensure that final Russian and English text versions are similar and

posted on website at the same time.

Organize presentation training for conference calls and public speaking.

Conducted rehearsal with the presentation team for conference a day in

advance.

. Corporate Image materials. Responsible for developing platform of

printed and web materials which reflect key massages. Created a corporate

video, investor and press kits, investor fact sheet and corporate

brochure. Developed good and effective relationships with reporters and

opinion-formers who write on Russian companies. Defining relevant

audiences and assisting in targeting them more effectively.

. Positioning HFB as a key player in its sector with a strong business

model and unique niche. Engineers, chemists and material scientists

located in US design centers, Europe, Asia and Japan, applying state-of-

the-art methods to test, qualify and do failure analysis on every

component and assembly used in a disk drive.

Major accomplishments included:

. Established a working Relationships with EBRD, IFC, Investment Banks and

Sovereign Funds.

. Drove first ever foreign financing of $50 Million from Morgan Stanley

. Developed alternative financing through Warehouse structure and Eurobond

with first Tier Investment Bank.

. Managed and lead two Due Diligences by the western banks, resulting in

offer to finance from the EBRD and Morgan Stanley.

Capital group 2000 - 2002

Financial Advisor

Managed derivatives and equity Portfolios for retail clients. Strategy

development, overall analysis and execution. Made regular reviews and

commentary, negotiated with the large clients, managed meetings with

institutional clients and research analyst. Build, maintained and developed

contacts with large clients and institutional clients from UK and US.

Handle the calls and queries from the retail investors related to certain

companies, covered by Research by the Firm. Developed a specialty in

Technology and Internet related Industries. Designed a process of

investment story delivery explaining a complicated technology in a simple

language (investment thesis)

. Extensive experience in dealing with investors in crisis time

(Internet & High Tech Bubble crush)

. Experience in managing equity and derivatives portfolio and investors

in volatile and crisis market

merrill lynch canada, montreal, CAnada 1997 - 1999

Financial Advisor

Managed planning, portfolio strategy development, market analysis and

business building activities for private clients. Developed and streamlined

process of setting meetings with funds, analysts, large holding and Trust

companies, to predictably deliver optimal mix between the corporate and

private accounts. Pioneered usage of CRM to increase number of contacts per

day while maintaining highest levels of the call quality. Become a group

leader and met all performance, operational and risk/return metrics.

Designed presentations on the new products. Successfully delivered

first low cost program of accessing the Private PM for retail investors.

Completed two rounds of Merrill Lynch Business School Training. While

stationed in Toronto, pass the Derivatives and Option exam, and confirm

qualification through professional exams passing.

. Recognized as a best NFA during the first year of the practice.

. Extensive experience in dealing with investors in good markets and

during the corrections

. Pioneered covered option strategy to supplement portfolio cash income

by 15%

. Achieved highest degree in a group of the clients retention and

loyalty (97%)

ciBc wood gundy oppenhaimer, montreal, toronto, CAnada 1995-1997

Manager, Financial Consultant

Worked up from account manager to financial consultant in a team with

Senior Vice-President, managing assets for Canada's largest corporations -

Bombardier, Seagram, Nortel, Fairview and American Metals and Minerals.

Spent significant amounts of time reviewing and commenting on markets

development and portfolio performance. Managed high volume transactions

during arbitrage trades. Developed a process of discovering high net worth

individual currently not served by the Firm. Build, developed and

maintained large contact database.

. Gain experience with High Net Worth clients psychology

. Brought over $ 7 mln in new accounts in 6 month

. Achieved a high level of referrals from existing clients and highest

call to accounts ratio.

EDUCATION

1995-1999 Canadian Securities Institute,

Toronto, Montreal

Canadian Securities, Conduct and

Practices, Canadian Options,

Professional Financial Planning

Licenses Securities, Options and

Insurance Licenses.

1983-1989 BA, Design and Technology

Institute, Moscow, Russia

CONFERENCES

London Economic Forums 2004, 2005 2006, Mortgage Finance (Zurich), IPO and

Investor Relations,

Financing and Developing Real Estate in Russian and the CIS, London 2006,

OSSI Conference (Moscow),

Affordable Housing Projects, Moscow (IFC), Fanny Mae Mortgage Finance and

portfolio valuation Training.

IR Russia conference, JPMorgan Conference on ADR etc.

PERSONAL

Fluent in Russian and English



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