Investor Relations - A Practitioner's Guide

Faculty

 

Chris has many years’ experience of Equity Markets in London and New York from his time as Investor Relations Manager in BT, the UK telecommunications company and as senior Equity Analyst at Nomura.

He is now Course Director of MSC Global Finance at Coventry University London, a Visiting Fellow at Cranfield University, consults to companies on equity markets, and is a CFA instructor to clients in Asia, Europe and North America.

Chris holds various academic and professional designations such as: MA in Natural and Electrical Sciences from Cambridge University, MSc in Telecommunication and Information Systems from Essex University, MBA from Cranfield University, CFA Institute Charterholder, and Senior Fellow of the Higher Education Academy.

The purpose of the course is to provide an understanding of what the investment community expects and how the IR -as front-line officer of the company -could deal and address these expectations.

The day offers a structured overview of key aspects of investor relations, including finance, marketing and communication by covering: regulation compliance and disclosure practice, benchmarking techniques, key valuation methods, rating agencies approaches, potential misalignment between management and potential investors and analysts, best practices in critical aspects of the day-to-day IR role.

Learning Outcomes

• What are the key functions in Investor Relations?
• Key skills in managing results presentations
• Preparing your Executive team for investor meetings
• Benchmarking your company against its peer group
• Managing consensus without breaking the rules
• Keeping your Executive Team informed of financial stakeholder views
• Factors in deciding on your dividend policy
• Understanding how investor valuation methodologies use your information
• Investor Risk appetite
• Understanding how Bond rating agencies rate companies
• Complying with exchange listing requirements
• Romanian perspective/insights – Romanian Guest speaker sharing insights
• Speak a common language

CONTENT

• IR fundamentals: function, roles & responsibilities
• Investors characterization of companies
• Comparing your company against your peer group: case study
• Determining what your investors expect, and what will happen to your share price if you disappoint them
• Setting expectations and guidance
• Working with analysts – carrots, not sticks speak a common language)
• Dividend Policy – how to decide on your level of dividend
• (When to consider a share buy-back- TBA)
• Managing bad news: case study
• Bridging the valuation gap – why isn’t your share price where you think it should be, and what to do about it: case study
• Trends noticed in conjunction to IR role: lines of reporting/authority, expectations from the role, carrier path, training needs/qualifications available
• Impact on/interaction with Board example of successful companies-as result of successful IR function

Key Concepts

Managing Investor meetings; Communicating strategic initiatives: Mergers + Acquisitions, new initiatives; Determining and managing consensus expectations; Complying with regulations; Interpreting changes in your shareholder register; Preparing your Executive Team; Active v. passive investors; Communicating investor views and expectations into the company; Working with analysts; Investor Relations as part of the integrated company communications plan.

The webinar will be highly interactive, based on real company discussions and case studies.

Target Audience: Mid to Senior level Managers, Investor Relations professionals, Chief Financial Officers, Consultants.

The webinars will be highly interactive, based on discussions and examples.

Number Of Participants: limited to maximum 12

The webinar will be delivered using Online Platform, allowing the virtual participation, both from home and from work, with no risks associated, using just a browser. After the registration to the course, one day before the online sessions took place, the participants will receive a link to access the virtual classroom.

Duration: 4 hours (net)

A certificate of attendance will be issued by the e-learning platform, after the course.