Shake Hands with the Sell-Side: How to Create and Optimize Analyst Relationships

Tuesday, June 7, 2022 | 1:00PM - 1:50PM | Room: Ensemble B  |   Thought Leader Session

 |  David Whyte, CFA | Andrew M. Kuske | Patrick Jobin | Bill Begien |

For issuers, sell-side analyst coverage can be highly valuable in helping to frame market perception and informing the investment community about expected performance. But with various regulatory and industry-specific changes in capital markets, building analyst relationships remains a challenge for IROs.

In this session, you’ll learn how to craft a compelling story and investment narrative to attract analyst coverage and better understand how to convey important aspects of your strategy, including the more nuanced details that are harder to extract from public information. Industry experts will share mistakes to avoid when fostering relationships with analysts and deep-dive into questions:
  • What are the best practices for targeting analysts?
  • How do I conduct effective analyst outreach and initiate quality coverage?
  • How do I help analysts understand my company in a valuable way for my business?
You’ll leave with knowledge on creating and optimizing sell-side analyst relationships - a key focus area for any well-executed investor relations strategy.

Sponsored by Irwin