Crafting Connections: Effective Targeting Tactics for Small Cap IROs

Monday, June 10, 2024 | 3:30PM - 4:20PM | Room: Nob Hill B-D  |   Education Session

 |  Rebecca Corbin | Peter Schuman, IRC | Remy Bernarda, IRC | Sean Rourke |

With light research coverage and often low name recognition, small cap IROs have a unique challenge in getting in front of the right investors. This panel will focus on providing actionable insight to support the integration of effective targeting practices into the annual IR plan; from key targeting resources and technology, effective introduction and messaging strategies, leveraging the sell-side, and getting C-suite buy-in.

Learning Objectives:
  • Developing and executing an effective targeting plan from soup to nuts.
    • Leveraging targeting technology
    • Developing effective introductory messaging 
    • Managing sell-side analysts and buy-side corporate to support the effort
    • Persuading the C-suite