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Sessions

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Actionable Takeaway Documents
  • Attendees will receive a takeaway document highlighting the Top 10 Do's and Don'ts

Why Now?
Every IR program should be targeting investors to make the best use of management time and company resources. Investors are overleveraged and inundated with content – from internal sources, the sell-side, buy-side colleagues, as well as current and potential companies in which they are invested. This session will provide IROs with quick hits and tips for effective investor targeting.
Session Material
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Investor Targeting - Proven Strategies To Target Institutional Investors*
Tue - Jun, 14 | 10:30 am - 11:45 am
Location: Ritz Ballroom 1-3 (Lobby Level - Ritz)
Category: IR Marketing/Outreach | Secondary Category: Global IR

One of the most important responsibilities of the IR function is to develop and maintain strong relationships with the investment community. While a focused investor targeting effort has been analytically proven to improve stock performance, many IROs do not have the time or bandwidth to develop an effective targeting program and often outsource this effort.

In this session, panelists will discuss targeting best practices and review first-hand experiences and case studies. In addition, international targeting efforts will be covered, specifically the how and when, as well as the cost/benefit analysis of marketing globally.

Moderator/Lead Speaker:
Frank Milano, Director of Investor Relations
Belden Corporation

Panelist(s)/Co-Speaker(s):
Barry Hytinen, Investor Relations Officer & Senior Vice President, Financial Planning & Analysis and Competitive Analysis
Tempur-Pedic International

Richard Klein, Managing Director
BofA Merrill Lynch

Dmitry Kushnir, Manager, Investor Relations
Agnico-Eagle Mines
    Learning Objectives:
  • Why to target and how to justify the effort internally as well as the metrics to gauge success
  • Best practices of targeting – quantitative measures of how and who to target
  • International targeting – how and when
 
 
* Draft description as of 6/21 5:59 pm, subject to change
 

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