FINEO Investor Relations Training and Coaching

Investor Relations Masterclass

Day 1

Introduction to Investor Relations

What is Investor Relations?
The benefits of Investor Relations in the competition for capital
The strategic role of IR in the organization
Positioning IR with the executive committee, the Board of Directors Disclosure, guidance and regulations
Sample IR organization and mission
Optimizing the IR budget
Capital market players and target audiences, at home and abroad
Comparative advantages of shareholder types
The benefits of a diversified shareholder base Identifying shareholders
Effective targeting strategies: how to attract long-term shareholders

Day 2

Developing and telling your equity story

Understanding your audience’s sentiment (analyst research reports, earnings forecasts monitoring, pre and post- event feedback analysis, investor perceptions studies
Presentation of financial figures & key performance indicators
Describe your company’s market, operating environment, business model, strategy. Learn how to deal with the bad news
Beyond the numbers: Increasing role of environmental, social, and corporate governance (ESG),
Integrated Reporting
Debt Investor Relations
Communicating earnings objectives and strategic goals
Defining guidance policy
Selecting guidance indicators