From Takeoff to Landing – Accessing the Capital Markets
Tuesday, June 7, 2016 | 11:30AM
- 12:30PM | Room: Grand Hall B
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Economics and Markets
| Ben Sykes | Bonnie Monahan | Jeff Thomas |
Karen Blomquist |
A nuts and bolts session on how to access the capital markets either through an IPO, a secondary offering, or through a bond offering.
- What you need to do in advance to set the stage for success, including: building a media profile, outreach to the sell side to build relationships, and outreach to institutional investors/bondholders.
- How to understand what external market factors mean for timing of an offering.
- Marketing: how to have a successful road show, how to use the media to your advantage, and how to build the brand.
- Pulling it all together: managing allocations, setting pricing and ringing the bell!
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Learning Objective 1: What are the stages of the process that need to be managed and how to tackle them in a thoughtful manner to ensure success
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Learning Objective 2: How to build the team of critical players, including; tax, legal, accounting, external advisors, IT, and the banks
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Learning Objective 3: How the IRO can build strong relationships that will be critical long after the offering is complete