Targeting: Giving Time to All the Right People

Tuesday, June 7, 2022 | 2:00PM - 2:50PM | Room: Ensemble C  |   Education Session

 |  Kristen Galfetti | Andrew Kramer | Greg Secord | Mary T. Conway |

A good targeting plan.not only reaches your existing shareholders, but also brings in new long-term investors. Targeting is not limited to investors; it’s important to also target sell-side analysts, especially if your company is undercovered. This session will discuss the right approaches to find and build relationships with these targets. Some hot topics we will discuss include retail investing, ESG specific engagement, family offices, investors off the grid and how to engage with the large, passive investors in your stock.

Learning Objectives:
  • Gain a better understanding of best practices for targeting
  • Determine some of your own planning for future events
  • Ideas on how to work in retail investors and ESG specific targeting