Investor Relations – the Fundamentals
Tuesday 5 December 2017
Effective, fair and trustworthy communications between a company and its stakeholders can have a major impact on its reputation and fair valuation. Within this communications mix Investor Relations (IR) 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. The importance of this role intensifies during major periods of opportunity, change or uncertainty.
This programme is designed to equip those involved with the communication of a company’s operations, performance and growth prospects with knowledge, techniques and fundamental tools to start to manage IR effectively for their organisation.
This one day course will provide you 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 current rules governing IR in the UK.
- An understanding of the audiences for a company’s equity and/or debt story: a deep dive into the sell-side and buy-side (institutional investors).
- Tips for managing internal information flows and the release of price sensitive information.
- Organisation of an effective IR office and work plan.
- Best practice informational needs of analysts and institutional investors including:
- A session with an institutional investor from an investment firm.
- A workshop to prepare an investor presentation.
Who should attend?
This one day course has been designed to appeal to the following professionals:
- Senior executives seeking to understand best practice in IR and the strategic role it plays in an organization.
- Company secretary/legal.
- Investor relations managers.
- Communication and PR Managers of listed and listing companies.
- PR and IR consultants.
- Financial analysts, strategists and marketers.
Trainer: 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.
What you will cover:
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.
Places are limited on these courses so please book early to avoid disappointment.
The course fee is £300 per course (not including VAT) inclusive of lunch and refreshments. Discounts are available for returning delegates and multiple bookings.