Retail Investors: Current Trends and Outreach

Monday, June 6, 2022 | 3:30PM - 4:20PM | Room: Ensemble B  |   Education Session

 |  Agnies Watson | Matt Siler | Brian Reynolds | Dan Aldridge |

This session will focus on current trends and what drives retail investors including the increasing proportion that implement long-term investment strategies.  The session will further focus on retail investor outreach benefits and strategies to engage with this shareholder group including social media, existing and emerging conferences, and direct access.

Learning Objectives:
  • Learn about retail investor trends
  • Learn about the platforms retail investors are using to consume information and drive investment decisions
  • Understand the ways to conduct effective retail investor outreach in scalable ways