Investor Relations - The Fundamentals - Course Agenda

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