Investor Relations - The fundamentals - Course Agenda

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