Energise your investor targeting

Understand how proactive investor targeting can dramatically enhance the effectiveness and time management of your IR programme. Learn ways to focus on productive meetings and leverage external advice and resources as well as the latest online tools. Understand the risks and opportunities in your shareholder register and how to maximise the support of brokers, sales teams and other service providers. Get a perspective on the key requirements for executing successful investor engagement.

“Really good insights from people with lots of industry experience. Took away three to four interesting things that will assist me in the future. Coming from a background without much exposure to IR, this was a great way to get a wide introduction and beneficial for future work.”

Aim
Understand how proactive investor targeting can dramatically enhance the effectiveness and time management of your IR programme. Learn ways to focus on productive meetings and leverage external advice and resources as well as the latest online tools. Understand the risks and opportunities in your shareholder register and how to maximise the support of brokers, sales teams and other service providers. Get a perspective on the key requirements for executing successful investor engagement. 

Who should attend
This course is suitable for IR practitioners and consultants supporting IR professionals. It would be of benefit to shareholder-analysis teams and those in IR who have already gained some hands-on experience, as well as others involved in IR such as company secretaries or finance teams. 

Course tutor: Diane Faulks

Independent

Diane has over 20 years’ experience in the discipline of Investor Relations. She has held in-house roles for UK corporates Signet plc and BAA plc and advisory roles. For nearly 10 years she has assisted Citi Depositary Receipts’ clients with cross border communication during listing, capital raising and shareholder expansion. She also spent 3 years with Cantos specialising in helping corporates influence shareholders via digital and online programmes.

Over the years she has advised companies of all sizes, sector and location on strategies and actions to identify and achieve their IR goals. Diane is an active member of the international IR community speaking at events across Europe, Asia and the Americas. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Book now
  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 +VAT)
    £562.80

Course level

Core IR Skills

Location

Central London

Course dates

10 October
9.00am to 1.30pm

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