Date: 3/14/2023 - 3/15/2023
Event start time: 12:00 PM
Event end time: 2:00 PM
Category: Seminar
Price: Members - $445; Non-Members - $495
Register

Capital Markets Essentials  (Two, 2-Hour Live Virtual Sessions)

Tuesday, March 14 12 pm - 2 pm ET and
Wednesday, March 15 12 pm - 2 pm ET 
 

Introductory Level
Prerequisites: None

If you are just getting started in IR or corporate communications, or if you need to understand capital markets and the key audiences in order to be effective in your role, then this course is a must. We will help understand the current environment; see how the capital markets big picture fits together and appreciate the perspectives of investors, analyst and the financial media. 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 - 4-hour course delivered over two days

Economics & Funding

  • Overview of the economic backdrop
  • Growth, inflation, and interest rates 
  • Cyclical and defensive sectors
  • Implications of the current environment
  • Raising capital - from start-up through private equity 
  • Characteristics of debt and equity 
  • Bonds and shares 
Capital Markets & Investor Relations
  • Raising capital 
  • Share issues, including IPOs
  • The role of investment banks
  • Types of investors and their characteristics
  • Overview of the regulatory regime and dealing with material info
  • Portfolio managers & how they think
  • Sell-side analysts, rating agencies, credit, and other analyists 
  • The importance of managing expectations
  • Financial communications & typical program 
  • Current trends in the capital markets 

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.

All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to 2 weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within 2 weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment.