Managing investor relations is a multifaceted job that requires working directly with institutional and large individual investors, managing relations with the financial media and managing large-scale events. These events range from those that are legally mandated to those that are specifically designed to support marketing efforts in the promotion of a company’s equities and debt.
As part of the foundation for managing an investor relations program, there are five basic events that are essential to understand:
• Quarterly earnings calls,
• Annual General Meetings (AGMs),
• Investor days,
• Road shows (deal and nondeal), and
• IPO events.
Each of these events fulfills very specific needs and legal obligations. ...