Investor Targeting and Engagement
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
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
