Understanding investors, analysts and the financial media: Developing your key IR stakeholders
This half-day course, presented by senior practitioners, helps IR professionals build stronger relationships with their key stakeholders, through developing a better understanding of the priorities for an IR function. It explores the day-to-day roles within fund management, sell-side, and advisory firms as well as the media and their expectations of IR. This course builds on aspects covered in the Introduction to IR and the financial markets course.
What will I gain?
- In-depth insight into the workings of city advisers
- Advice on how best to build stronger relationships with these key stakeholders
Course tutor: Diane Faulks
Diane is an Investor Relations specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. During 10 years of in-house roles she was involved in shareholder ID, targeting and the development of a proactive campaign to reshape a large retail (government privatised) shareholder base to an international institutional base particularly within North America. Her consultancy roles encouraged best use of technology to identify, target and communicate with institutional investors. Diane spent over 14 years with Citi Depositary Receipts’ where she advised clients on cross border communication during listing, capital raising and shareholder expansion. 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.
- Welcome and introduction
- Structure of financial markets
- The role of the sell-side
- The role of external advisors involved in IR
- The role of the fund manager
- The role of the media