Investor Targeting and Engagement

• Share

This insightful half-day course will help you understand the benefits of proactive investor targeting. You will also get a perspective on the key requirements and tools for executing successful investor engagement.

Who should attend?

• Share holder analysis teams and the IR practitioners or consultants who support IR professionals and shareholder analysis teams
• Junior IRO's, company secretaries and finance teams

What will I gain?

• Practical insights into leveraging outside resources and online tools
• A clear understanding of the risks and opportunities of your shareholder register
• How to maximise the support of brokers, sales teams and other providers
• A perspective on the key requirements for effective and efficient investor engagement

Course tutor: Diane Faulks

Independent

 Diane is an Investor Relations specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Regulation has been a foundation of all these roles working alongside lawyers, brokers and financial advisors. Over her 10 years of in-house roles she was involved in IPO/secondary offerings, M&A and US listings. During 14 years with Citi Depositary Receipts’ Diane 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.

Programme

• Introduction and developing your targeting strategy
• Understanding Investor trends
• Broker perspective - how to maximise the benefit of using a house broking team
• Using an IR Firm effectively
• What the Buy-side wants
• Best Practice, new technologies