Going on the Road – Best Practices for Investor Conferences and Roadshows

Tuesday, June 4, 2019 | 4:25PM - 5:25PM | Room: Grand Sonoran E  |   Marketing Outreach & Stakeholder Communications

 |  Katie Royce, CFA | Suzanne Shepherd | Deborah Belevan, CPA, IRC | Charles Moreau |

This session will cover “going on the road” and will be addressed to a wide range of audience from professionals new to the field to seasoned investor professionals seeking advice on how to improve their investor engagement as well as increase their return on time investment (and that of their C-Suite). Panelists representing various industries and market capitalizations will share their insights on how to best plan and execute an investor relations program that puts you and your executives in front of your top investor targets in the most efficient way possible. In addition, attendees will learn how to integrate investor targeting intel while planning for their investor events, what materials to use for successful conference/roadshow communication, how to manage the IR function remotely and finally, how to measure performance from their IR activity.

Learning Objectives:
  • Become familiar with best practices for building and managing an active investor conference/roadshow schedule
  • Hear perspectives from three IROs with three different backgrounds
  • Learn about the latest trends and challenges that their peers face when going on the road and leave with insights on how to best manage them for a successful investor outreach program