Investor Targeting and Engagement (Online)
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.
During this unprecedented time this course will be taking place online. From the 1st April we will be offering 'early bird' prices on all our courses, further information can be seen here. Please contact Jessica Hyett if you have any questions.
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
