Concurrent Session: Debt IR: Know Your Bondholders

Tuesday, June 6, 2017 | 1:45PM - 2:45PM | Room: Palazzo D  |   Economics and Markets

 |  Lisa Clemens | Robert Schulz, CFA | Melissa Plaisance | Karen Blomquist |

Your debt investors matter too.  Understand the role they play and how their concerns differ from your shareholders.   When you put on the hat of the debt IRO, you have a new audience.  You have to understand the role of rating agencies, the nuances of the banking relationships, and what bondholders worry about.  Working well with the high-yield bankers and analysts also matters. They are communicating your story, so make sure they understand it!  

Learning Objectives: 
  • Learn what you need to know to effectively engage with rating agencies  
  • Identify the concerns of debt investors and why they matter
  • Understand how IROs can support activities around debt issuances to help ensure access to capital markets
  • Learn the ratios and leverage metrics that matter to debt investors
  • Gain insight into why it matters to the IRO if there is a new bond offering