CHAPTER 9

Investor Relations Events

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. ...

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