Understanding Investors and Analysts

This half-day course helps IR professionals understand and build stronger relationships with their key stakeholders. It provides a high-level overview of the financial markets and explores the day-to-day roles the buy-side and sell-side, external advisory firms and the media play within them, their expectations of the IR function and how IR can best support them. This course builds on aspects covered in the Introduction to IR and the Financial Markets course.

Who should attend?

  • Those wanting to build stronger relationships with stakeholders and learn more about the workings of their city advisers

What will I gain?

  • In-depth insight into the workings of city advisers
  • Advice on how best to build stronger relationships with these key stakeholders

When and where is this course running?

Understanding Investors and Analysts is running on the below dates. If you cannot attend any of the below training dates or your preferred modality is not yet scheduled, please do 'Register Interest' in the course to be notified of future training dates. 

Course 1 2024: Online, via Zoom

  • Friday 22 March 2024 (13:00 - 16:30)

Course 2 2024: In-Person, City of London

  • Thursday 11 July 2024 (13:00 - 16:30)

"Very informative overview with the right level of interaction."

Course tutor: Kenneth Lee

Director of Postgraduate Taught programmes at Loughborough Business School

Director of Postgraduate Taught programmes at Loughborough Business School

Kenneth is a Professor in the Accounting and Finance research group of Loughborough Business school and the Director of Postgraduate Taught programmes. Prior to this he was an Associate Professorial Lecturer at the London School of Economics and Political Science, for 5 years. He is a member of the Capital Markets Advisory Committee (CMAC), a body supported by the IFRS Foundation, which interprets proposed accounting changes from the perspective of capital market participants.

Before academia Kenneth was a Managing Director & Head of European Equity Research at Barclays Capital, where he worked for 8 years before leaving in August 2017 to take up a number of academic positions. Prior to this he was also a Managing Director and a ranked accounting and valuation analyst at Citi Investment Research in London. During this time Kenneth published extensively on accounting and valuation topics for investors and was ranked in the top 3 in the Institutional Investor Survey over more than a continuous 10-year period.

He holds a doctorate from Aston Business School, a Fellow of the Institute of Chartered Accountants, a member of the Institute of Taxation and a CFA Charterholder.  He is the co-author of Financial Statement Analysis under IFRS (2018, 6th Ed.) and Company Valuation under IFRS (2020, 3rd ed.).

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Course level

Core courses

Course dates

11 July 2024
1.00pm to 4.30pm

  • 2024 Summer Discount, June and July courses - IR Society members (£380 + VAT)
  • 2024 Summer Discount, June and July courses - Non-members (£536 + VAT)
  • IR Society members (£475 + VAT)
  • IR Society Premium members (course allowance included in membership package)
  • Non-members (£670 +VAT)
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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.
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