Investor Relations (level 2) - Key Principles and Best Practices in IR Management
Seminar
This program is designed to provide participants with a comprehensive understanding of Investor Relations (IR), emphasize the vital role IR plays within a company, and introduce the essential tools and techniques required for effectively managing a company's value. Clear, reliable, and timely communication between a company with publicly traded securities (stocks and/or bonds) and its various stakeholders can significantly impact its reputation and market value. In this context, Investor Relations is critical for ensuring the transparent, accurate, and timely dissemination of the company’s financial performance and strategic objectives to the investment community, in full compliance with its regulatory obligations. Additionally, IR serves as a strategic advisor to the Board of Directors and senior management.
Target Audience
Investor Relations Officers (IROs)
Professionals interested in pursuing a career in Investor Relations
Communications & Public Relations Managers of listed companies or companies preparing for stock exchange listing
Public Relations and Investor Relations Consultants
Financial analysts or other external stakeholders who engage with IROs
Employees of listed companies (outside of IR) who collaborate with IROs
What you will learn
Crafting clear and concise messages, and using financial data to effectively shape and communicate your company’s strategic messages.
Developing strategic plans: Learn how to create an IR strategy that aligns with your company’s overall business objectives. Identify key performance indicators (KPIs) to measure the success of your efforts and highlight areas for improvement.
Enhancing your skills: Master investor targeting techniques and learn how to identify and engage the right investors for your company. Develop strategies to build and maintain strong relationships with analysts, fund managers, and other stakeholders.
Strengthening your crisis communication: Learn how to manage negative events and safeguard your company’s reputation during challenging times.
Networking with peers: Connect with a diverse group of industry professionals, exchange best practices, share insights, and build meaningful relationships with experienced IR professionals. This networking opportunity will offer a platform to discuss the latest trends, challenges, and innovations in the field of investor relations.
Dates & Time
Thursday, 26 September, 2024 | 17:00 - 21:00
Tuesday, 1 October, 2024 | 17:00 - 21:00
Participation Fee
300€ + VAT (24%)
Seminar Plan
Development of an IR Strategy
The financial calendar
Annual IR plan
Investor days
Targeting markets and investors
Competitive and Market Analysis
Objectives and indicators
Data collection and analysis
Action plan
IR Performance Indicators
Monitoring relationships with analysts/investors
Performance surveys
Feedback
ESG and IR
Corporate ESG reports
The role of IR in the ESG ecosystem
Crisis Management
Developing a crisis management plan
Effective communication during negative events
Networking Event / Interactive Discussion
IR priorities and challenges
Instructor's short bio
Xenofon Damalas, CFA
Mr Xenofon Damalas, CFA, is head of Group Investor Relations for Piraeus Financial Holdings.
His role is to develop investor relations strategy, communicate the corporate messaging of Piraeus Group to external stakeholders and attract and engage equity and debt investors. He also supervises and coordinates quarterly earnings publications and management investor meetings, while he is accountable for Credit Ratings Relations. In his role, Mr Damalas participates in various strategic cross-functional projects of the Group, such as share capital increases, debt issuance and liability management, transformation projects, etc.
Before his current position, Mr Damalas was the Head of Investment Strategy of Piraeus Bank, responsible for strategic and tactical asset allocation, quantitative analysis and security selection. Prior to that, he was the Head of Investment Services at Wealth Management of CPB Bank (ex Marfin Egnatia Bank).
Mr Damalas earned an MSc in Financial Mathematics from the University of Edinburgh and a BSc in Mathematics from the University of Patras. He is a CFA charterholder.A.