REF: | 15492_310134 |
DATE: | 06 - 10 May 2024 10.May.2024 |
LOCATION: |
Madrid (Spain) |
INDIVIDUAL FEE: |
4900 Euro |
Introduction:
Investor relations are the communication of relevant and necessary information by which the investment community can consistently make an informed judgement about the fair value of a company's shares and securities.
The profession of Investor Relations (IR) has developed rapidly in recent years. Through this course, we aim to provide the key concepts and practices in IR with a range of practical tools, applications, and research. Topics include regulations, compliance, communications, and IR practices.
Targeted Groups:
- IR professionals
- Sustainability and ESG managers
- Board directors
- Communication and PR Managers.
- Financial analysts
Course Content:
Unit 1: Introduction to Investor Relations
- Key Responsibilities and Internal Stakeholders
- External Audiences for IR
- External IR Advisers
Unit 2: Financial Markets
- Global Financial Markets
- Primary and Secondary Markets
- Equity Market Investors
- Debt Investors
- The Growing Importance of ESG Investing
- Other Market Participants
Unit 3: Corporate Entities and Governance
- Legal Definition of a Company
- Share Capital
- Auditors
- Corporate Governance Codes
- Investor Industry Bodies and Regulatory Reviews
Unit 4: Market Conduct
- Market Regulation
- Market Misconduct
- Regulatory Announcements
- Publication of Announcements
- Sponsors, Prospectus and Listings Rules
- Classification of Transactions
- Takeover Panel
- The AIM Rules
Unit 5: Reporting
- Periodic Reports – what they contain.
- Annual Report
- Sustainability / ESG disclosure and non-financial information
- Appendix I: Leading global sustainability/ESG frameworks
- Appendix II: Sustainability/ESG materiality and data gathering.
- Appendix III: Additional information on non-financial and sustainability regulatory disclosures
Unit 6: Accounting, Valuations, and Investment Principles
- Accounts
- Key Financial Ratios
- Financial Modelling and Consensus
- Investment Appraisal and Valuation
- Valuing a Company
- Relative Valuation Methodologies
- Absolute Valuation Methodologies
- Portfolio Theory
Unit 7: Effective IR in Practice
- Managing the IR Program and Annual Cycle
- Shareholder Profiling and Targeting
- IR Engagement – Principles in Practice
- Investor Communications