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