Date: 11/10/2020
Event start time: 12:00 PM
Event end time: 4:00 PM
Category: Virtual
Price: Members - $395; Non-Members $445
Register

Capital Markets Essentials  (4 Hour Live Virtual Workshop)

Tuesday, November 10, 12 pm - 4 pm ET 
 

Introductory Level
Prerequisites: None

If you are just getting started in financial PR or IR, or if you need to understand capital markets and audiences in order to be effective in a corporate communications role, then this course is a must. We will help you see how the capital markets big picture fits together. You’ll understand how and why companies issue shares and bonds, how they are traded and how listed companies are expected to communicate.


LEARNING OBJECTIVES

  • See the big picture – the context for your role
  • Understand financial markets jargon
  • Appreciate how the key capital markets players think and how they operate
  • Understand the regulatory framework and the financial calendar

COURSE PROGRAM

The Big Picture
  • Economic backdrop
  • Company funding - equity and debt
  • Capital raising from start-up through private equity to IPOs
  • Shares and bonds – how they work
Capital Markets
  • Capital markets overview
  • The role of investment banks
  • Understanding investor types and active vs passive management
  • Overview of regulatory regime including governance
  • The role of IR and financial PR
Key Financial Audiences for IR & PR
  • Disclosure of material information and the financial calendar
  • Portfolio managers and how they think (including activism)
  • Sell-side analysts and research reports
  • The importance of guidance and managing expectations
  • Financial media relations
  • Summary and conclusion

WHAT'S INCLUDED?

  • Access to a virtual classroom with a series of online courses to help you consolidate your learning after the workshop
  • Color-coded course materials
  • A copy of The FinanceTalking Financial Glossary (pdf)
  • Email or phone your tutor if you have questions or you’d like to discuss further any concepts covered on the course

AN INTERACTIVE EXPERIENCE USING SIMPLE TECHNOLOGY

  • Small group, interactive workshops delivered using Zoom
  • Access the event on your laptop or tablet (or even your phone)
  • Discussions and case studies via breakout groups
  • Quizzes and polls

Questions? Contact us at prodev@niri.org.
IRC
® credential holders can earn 2 professional development units (PDUs). More information is available at www.niri.org/certification.


Speaker(s):

Miranda Lane

Miranda Lane

Managing Director, FinanceTalking, Ltd.

Miranda has 16 years’ experience of teaching finance to people who do not have a financial background.  This and her broad City experience in investment banking and financial communications enable her to explain complex subjects in simple ways.
  • Qualified as a Chartered Accountant in 1985 with Touche Ross in London
  • Worked for investment bank, Morgan Grenfell, analysing companies
  • Financial PR and Investor Relations in two leading consultancies
  • Gained invaluable experience freelancing for a City training company, teaching analysis of financial statements and equity analysis
  • Over the last 16 years, Miranda has taught people from well over 50% of the FTSE100 companies, and most of the leading financial PR consultancies in the UK as well as companies from continental Europe, Asia, the Middle East, Russia and Ukraine.
Miranda founded FinanceTalking to provide the best financial training to the corporate communications world.  She designs and teaches highly relevant, practical courses for FinanceTalking and for companies' in-house training programmes.