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