Date: 7/9/2018
Event start time: 8:30 AM
Event end time: 5:00 PM
Category: Seminar
Price: Member Fee: $1,149; Non-Member Fee: $1,349
Register

Download program brochure (pdf)

If you are just getting started in IR or corporate communications, or if you need to understand capital markets and audiences in order to be effective in a corporate communications role, this course is a must. You will come away with an understanding of how the capital markets big picture fits together. You will understand how and why companies issue shares and bonds, how they are traded, and how listed companies are expected to communicate.

Learn through engaging, interactive case studies from a range of sectors and practical exercises designd to simulate real life scenarios.

IRC® credential holders can earn up to 3 professional development units (PDUs). More information is available at www.niri.org/certification.

WHO SHOULD ATTEND?

  • Newcomers to IR and corporate communications in a listed company environment
  • Senior communicators with little or no capital markets experience

LEARNING OBJECTIVES

  • See the big picture – the context for your role
  • Understand financial markets jargon
  • Grasp the essentials of economics
  • Communicate with the key players – appreciating how they think and how they operate
  • Understand the regulatory framework and the financial calendar

COURSE MODULES

Companies and Funding
  • The financial markets architecture
  • Raising capital - bonds and shares
  • Share issues from IPOs to secondary offerings
  • Shareholders - institutional and retail
  • Investment game round 1
Capital Markets
  • Capital markets big picture
  • Understanding investors
  • The role of investment banks
  • Key regulations for listed companies
  • Financial calendar requirements
  • Investment game round 2
Understanding Investment Performance
  • How financial instruments are valued - overview
  • Economic indicators, interest rates and exchange rates
  • Indices and why they matter
  • Bubbles and crashes
  • Investment game round 3
Key Financial Audiences
  • Portfolio managers and what they want
  • Sell-side analysts, rating agencies, credit and other analysts
  • The importance of managing expectations
  • Financial media relations
  • Writing financial news releases
  • Investment game round 4
Investor Relations & Financial Communications
  • Corporate communications - key audiences and who talks to who
  • Typical reporting lines in-house
  • Typical financial communications programme
  • Financial communications objectives
  • Investment game round 5
Summary & Conclusion
  • Investment game final prices
  • Reading the financial media
  • Where to go from here
 

NEED A DEEPER DIVE INTO THE ESSENTIALS OF FINANCE?

Consider following this course with the 2-day Finance Essentials to apply what you've just learned to understanding the basics of Financial Markets, Corporate Finance, Financial Statements, and Valuation. Conveniently offered back to back at the same venue. Learn more.

OTHER 2018 COURSE DATES


Speaker(s):

David Yates

David Yates

Partner, FinanceTalking, Ltd.

David joined FinanceTalking in 2009 after nearly thirty years in the City as a corporate lawyer, investment banker and financial PR specialist.

  • Qualified as a solicitor in 1982.  Joined Linklaters & Paines, specializing in capital markets and corporate law
  • Joined the corporate finance division of Robert Fleming, London based merchant bank, in 1984.  Spent three years on secondment with Jardine Fleming in Australia between 1987 and 1990.
  • Began his Financial PR career in 1995 with Gavin Anderson & Co.
  • Joined Financial Dynamics (FD) as a partner at the end of 1998 and commenced their coverage of the Life Sciences sector.
  • Retired from FD in March 2009 following sale of the company to FTI Technologies Inc. of the US.

During his financial PR career in the City, David built a reputation as one of the leading practitioners in London and acquired experience in all aspects of the financial markets, particularly M&A and IPOs.  Together with his experience in the law and the investment banking sector, he has an in-depth knowledge of the workings of the City, the roles that each of the institutions play in the markets and how business is covered by the media.



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.