Creating and Managing a World Class Investor Relations Strategy
Why should you attend?

Investor relations is an art, not a science. Practitioners need to develop wide ranging skill-sets from financial presentation, to sound understanding of the financial markets, to strategic planning, and corporate practices such as the role of research, how to use communications channels and identifying existing shareholders. Meeting regulations is an essential element of IR, and understanding best practice, where there is often no guidance, is vital.

Turning 'Theory' into 'Practice'?

Having worked and consulted with many of the FTSE 100 companies, our specialist trainer shares experiences and practical solutions in investor relations. And given that there are no ‘right’ answers, with every company’s needs very different, the course is highly interactive, with case studies and moderated discussions between participants.

communication skills training

Who should attend?

This course is designed for Directors, Vice Presidents and Heads of Investor Relations, Investor Relations officers, Corporate Communicators, Financial PR and IR consultants, CFOs and Financial Directors as well as the Company Secretarial Staff.

Key areas to be covered in the programme and documentation

Purpose, role and value of IR
• A definition The IR senior adviser on market behaviour and valuation investor relations
• Checklist: Fundamental IR Skills and Qualities
• Understand how the market values your company
• Building an IR strategy

Fundamentals
• Company structures- fundamentals of company law and practice and key requirements for directors
• Financial reporting calendar
• Corporate disclosure, reporting and the value of transparency
• Checklist: Developing internal disclosure procedures
• Gaining the full measure of your company’s intangible assets
• A governance framework

 The investment market
• The market: an introduction
• The sell side and the buy side
• Trading practices
• Exchanges Corporate practices

Research
• Importance of research as the foundation of investor relations; major components of market research
• The value of converging the communications functions
• Integrating the communications functions

Financial results: the big event - results day
• Primary communications opportunities
• Major event: release of financial results
• Preparing the financial results release
• Dissecting the financial results release

Communications vehicles
• From 'research' reports and sponsored research to the annual report

Presentations and meetings
• Road shows, analyst meetings, site visits, one on one’s, retail investor conferences…

Building relationships with the sell side
• Sell side research: an industry in the midst of change

Building relationships with the buy side
• Expanding your reach to the widest world of investors

Dealing with the media
• Building a proactive media coverage programme

Shareholder identification
• Why shareholder ID matters
• Proactive identification – from 212 to 793
• Reactive identification
• Synthetics

 
Benefits to you

Develop a world class IR Strategy and understand its full impact on your PR & IR practice
Gain an insight into the day to day issues of managing an IR function
Expand your reach to the widest world of investors
Understand how the market values your company
Gain the full measure of your company’s intangible assets
Develop an appreciation of how analysts and fund managers operate, and an understanding of the different investment styles and portfolio strategies
Understand strategies for communicating value, and dealing with crises and mergers and acquisitions whilst remaining within the regulations

 
Duration of Course:
2 Day Course
 
Price of Course Course details
£ 1,990+ VAT

The 27th & 28th October 2010, London, PT1907

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If you would like to discuss your requirements and the suitability of this and other courses in further detail, please contact us by:
   
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