IR Webinar: Attracting Retail Investors
Retail investors continue to play an influential role in capital markets and keep growing in sophistication. Tech-savvy and hungry for investment ideas, this community is both agile and loyal, offering diversification benefits to the register while boosting liquidity.
This webinar brings together leading experts in the world of retail investing and will uncover:
- Latest trends among this group, what they look for and want to hear
- Effective target strategies to boost your retail base
- How to keep them engaged and loyal once they invest
- Measurement and evaluation
Moderator: Robert Irvin
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Co-founder, RMS Partners
Robert is Co-Founder and MD at RMS Partners, a specialist investor relations consultancy. He has been engaging with investors and advising companies since 2004. He began his City career at Broker Profile culminating in heading up both the investor access and client management functions with a particular focus on the FTSE100 and FTSE250 clients. Robert also established the successful Investor Analytics division. Subsequently he was a Director at Capital Access Group. Robert has an MA from Economics & Business from Edinburgh University as well as having a Graduate Diploma in Law and successfully completing the Bar Vocational Course.
Guest speaker: Alistair de Kare-Silver
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Senior Client Advisor, Temple Bar Advisory
Alistair is an Investor Relations and Corporate Communications specialist with over a decade of experience advising management teams of UK and international companies.
He has helped management teams strengthen their relationships with investors, build support for their strategies and compete effectively for investment. He has successfully steered companies through critical moments including profit warnings, transactions, M&A, IPOs, placings, disposals, CVAs, administrations, restructuring programmes, crises and activism. He also has particular expertise across ESG, digital communications, crisis and issues management.
He holds both The Certificate and The Diploma in Investor Relations. Alistair has a degree in International History and Politics from the University of Leeds.
Guest speaker: Nick Osborne
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Chief Commercial Officer, RetailBook
Nick is Chief Commercial Officer at RetailBook. He was previously Head of Distribution and Content at PrimaryBid, where Nick was responsible for key distribution partner relationships, growing retail demand and strategic expansion by product and geography. Prior to joining PrimaryBid, Nick was co-manager of the BlackRock UK Absolute Alpha Fund. He was also Head of Research for BlackRock’s UK Equity Team and a Director at the company. He began his career in 1999 when he joined Merrill Lynch Investment Managers as an investment analyst, working on the UK and emerging market teams.
Dates
- 12.00pm to 1.00pm Thursday 27 March, 2025
Location
- Online
Open to all Members and Non-members
- Free to Members
£0 - Non-members - £25 + VAT
£30