Deutsche Bank 2012 Wide

Professional development

Course programme and booking

Understanding investors, analysts and the media

"The course was very informative and provided me with a great insight into a whole range of aspects in IR. The topics were very beneficial for my wider understanding with lots of concrete examples, illustrations and good explanation of specific terminology."

Aim
This interactive half-day course, which includes a Q&A session with a panel of senior practitioners, helps IROs build stronger relationships with their key stakeholders, through developing a better understanding of how capital markets work and the key priorities for an IR function. It explores the practitioner’s day-to-day roles and interactions with fund management firms, sell-side, advisory firms and the media and builds on the aspects covered in the Introduction to IR and the financial markets course.

Who should attend
IR practitioners who understand the basics of IR and want to learn about the workings of their city advisers and how to build stronger relationships with their IR profession’s key stakeholders.

Course content

The role of the sell-side analyst

Why are they called ‘sell-side’
Who are their clients
How are they remunerated
Who looks at their research and why
How do they interact with their investor clients and with listed
companies
How do they interact with other parts of the investment bank

The role of the external advisor

Why use external advisors?
Buy-side, sell-side and IR consultancy advice
The role of the house broker
Flotations (IPOs)
Mergers, acquisitions and disposals
Getting the most from your advisor relationships

The role of the fund manager

Types of Fund Manager:
- active vs passive, short-term vs. long-term
What do they look for from an investor company
- Active funds
o what is the fund manager trying to achieve
- Hedge funds
o  how do they differ from traditional long only
- Passive index tracking
o how does it work
o advantages, disadvantages

The role of the media

Role of media in the investment world
How to use journalists to your advantage and manage their expectations
Internal processes; training of key staff; disaster planning
Dealing with rumours and speculation; when to comment
How to give a good interview – company’s view
Real life experiences
Social media

Dates:

  • 9.00am to 1.00pm Wednesday 9 August, 2017

Location:

  • Central London

Costs:

  • IR Society members (£319 + VAT): £382.80
  • IR Society members - outside UK (£319): £319
  • IR Society Premium members (course allowance included in membership package): £0
  • Non-members (£469 + VAT): £562.80
  • Non-members - outside UK (£469): £469

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