Decoding The Disclosure: Is SRD II The Panacea for Shareholder Transparency
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Friday 6 November 2020, 11am – 12pm (GMT)


The enforcing of the Revised Shareholder Rights Directive (SRD II) into the EU at the start of September, laid out the promise of a golden future, allowing Issuers to request and receive a timely and accurate view of their shareholder base. Two months in and the picture looks rather different…

Orient Capital and Proxymity invite you to participate in a lively debate on the promise of SRD II, the current reality following our initial analysis projects for Symrise AG and other European clients, as well as our thoughts on the future.


  • how shareholder identification worked in disclosure markets pre SRD II
  • how the process should work under SRD II
  • results from the first analyses under SRD II
  • lessons learned
  • thoughts on the future
Jason Black

Facilitator / Speaker: Jason Black,

Chief Operating Officer EMEA, Orient Capital

Jason joined Orient Capital in August 2009 as Market Intelligence Manager. In January 2010 he was appointed Head of Operations and is responsible for all aspects of shareholder analysis and research that his London team produces. Prior to joining Orient Capital, Jason was Operations Manager at Capita IR Services for two years after having worked at CapitalBridge as a Market Intelligence Analyst responsible for European Shareholder Identification. Jason began working in the share register analysis industry in 1999 joining Georgeson Shareholder Analytics, (Citywatch), as a Research Analyst. He spent 6 years at the company and held several analytical and managerial positions gaining valuable experience in UK, European and North American research and analysis. Jason is a full member of the UK IR Society and a member of the FTSE100 Shareholder Voting Working Group.

Nigel Little

Speaker: Nigel Little,

Product Manager, Proxymity

Nigel has over 20 years experience in Asset Servicing, with multiple successes in delivery of several large scale IT and Operations transformations whilst working for companies such as BNY Mellon, Deutsche Bank and Euroclear. Nigel joined Proxymity in 2020 as Product Manager and is currently working on Issuer Disclosures under SRD II.

Tobias Erfurth

Speaker: Tobias Erfurth,

Head of Investor Relations, Symrise AG

Tobias Erfurth is head of Investor Relations at Symrise AG (MDAX) since January 2011. After completing a bank apprenticeship and studies of business administration he started in Equity Capital Markets (ECM) at Dresdner Kleinwort Benson in Frankfurt. In 2003 he moved into investor relations. Before Symrise he worked for Emprise, Muehlbauer, Gildemeister and lastly Südzucker-Group in Mannheim where he did the spinoff of CropEnergies in 2006. Tobias is strongly committed to the German investor relations association (D.I.R.K.) where he was the vice-president in the board for four years and is hosting the MDAX-Round Table.

Mike Collier

Speaker: Mike Collier,

Director, GTB Production Management, Deutsche Bank

Mike brings with him a wealth of Securities Services experience covering all aspects of the post-trade value chain with previous tenures at Euroclear, Cantor Fitzgerald and UBS.

Mike joined Deutsche Bank in 2009, and has held a number of leadership roles in asset servicing operations, market advocacy and his current role Securities Services product management. Within product management, Michael plays a key role in the future roadmap of the custody product and supporting clients in the delivery of both strategic solutions and regulatory compliance.

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