Investor Relations - the fundamentals

Investor Relations - the fundamentals
19-03-2019
Training
London, GB

This one day programme is designed to equip those new to Investor Relations or new to Investor Relations in London with the fundamental tools and techniques to manage Investor Relations effectively for their organisation.

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Course overview

Effective, fair and trustworthy communications between a company and its stakeholders can have a major impact on the reputation and value of a company. Within this communications mix Investor Relations plays a crucial gatekeeper role, balancing the external informational needs of the finance and investment industry together with the internal needs of the Board and management team.

This one day programme is designed to equip those new to Investor Relations or new to Investor Relations in London with the fundamental tools and techniques to manage Investor Relations effectively for their organisation.

Why attend?

This ONE DAY course will provide delegates with:

  • An understanding of the evolution of the role of IR as a result of the developments in the financial markets
  • An overview of the rules governing IR in the UK
  • Typical information requirements requested from IR teams by institutional investors and analysts
  • Organisation of an effective Investor Relations office
  • An Investor Relations work plan
  • Tips for managing internal information flows
  • Best practice informational needs and presentations for analysts and institutional investors including:
  • dedicated framing session with institutional investor from investment firm
  • workshop session to prepare an analyst and investor presentation

Who should attend?

This one day course has been designed to appeal to the following professionals:

  • Newly appointed Investor relations managers
  • Communication and PR  Managers of listed and listing companies
  • PR and IR consultants
  • Financial analysts

CPD points: This programme attracts 6 CPD points. 

Course tutor
Diane Faulks
Diane Faulks has over 25 years’ experience in Investor Relations having held in-house roles for various UK corporates and IR advisory roles with Citi Depositary Receipt Services, Cantos (now MerchantCantos) and Thomson (now Nasdaq OMX). Diane is a former Chairman of the UK’s Investor Relations Society. Over the years Diane has advised companies of all sizes, sectors and regions on developing their IR strategy, creating and executing an effective IR plan, presentation development and the best use of resources and technology to achieve IR goals. She has spoken at many IR events and led training in Europe, US, Latin America, Asia and the Middle East.
10 Paternoster Square
London
EC4M 7LS
United Kingdom

8:30 - 8:55 – Registration and coffee

9:00 Welcome and introduction to course objectives

The legal framework

  • Overview of the main UK Company rules and laws that impact a listed company and duties in terms of internal and external information flows (Market Abuse, Transparency , Insider Trading etc...)

Organising the IR office

  • Involved resources
  • Placing the IR Office within the company structure
  • Structuring the communication flows within the company and with the CEO, senior management team and the Board

How to prepare an IR plan

  • The IR mission
  • The role of IR Manager
  • The IR targets: institutional and retail investors
  • Strategies and programmes

Communicating Value to the Market

  • The key messages an Institutional Investor expects to receive
  • Tools and timing of communication
  • The relevant assets for a company valuation from an institutional investor viewpoint

Targeted Investor Relations

  • Targeting different types of investors
  • Attracting new and overseas investors
  • The value of IR online
  • Cross-cultural communications

Running the Reporting Calendar

  • How to organise meetings with the financial community
  • Tools and timing of investor communications Guidelines to compiling best practice investor and analyst presentations -

Framing Session: Presentation from global investing firm on what investors want to see in IR materials

Practical Session: Delegates will be divided into sub-groups and will prepare an investor and analyst presentation

17:00 Close  

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