IR Masterclass: Practical Tips for Engaging Stakeholders

IR teams have a lot to consider when planning their investor engagement programme, with changing market dynamics presenting new tools and opportunities to widen investor outreach.  This masterclass brings together the more traditional methods of meeting investors via broker-led roadshows and conferences, with emerging areas of focus for IROs, such as the rise of passive investment, retail investor activity, and how analysing trading trends can surface new ideas for targeting.

Topics to be covered:
• Partnering with the sell-side – successfully working with corporate brokers, analysts, sales and corporate access, to make the most out of attending conferences and roadshows
• Data-based targeting – leveraging market data and factor-based targeting, to find new strategic investors and broaden your share register
• Leveraging retail intelligence – monitoring trends in retail investor trading activity to enhance your engagement plans with this segment
• Passive investors – best practice engagement, identifying how stocks are included in passive funds/indexes, and how to map which funds can own your stock
 
This masterclass will be beneficial to both experienced in-house practitioners looking to share best practice, as well as less experienced IROs looking to understand the options available. This interactive in-person event will cover some of the most critical elements of Investor Engagement that IR teams need to consider and will leave you with some practical tips. The roundtable discussion format will also provide you with lots of opportunities to share thoughts and network with your peers.