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Sessions

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Actionable Takeaway Documents
  • Attendees will receive a takeaway document: Dealing with the Sell Side: Top 10 Do's and Don'ts

Why Now?
The sell side isn't going away, but how is the role continuing to change and what is the impact of the alternatives beyond traditional corporate access?
Session Material
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Leveraging the Sell Side to Capture Additional Investor Mindshare*
Mon - Jun, 13 | 4:15 pm - 5:30 pm
Location: Palazzo E (Lobby Level - JW)
Category: IR Marketing/Outreach

While the role of the sell side continues to evolve, one thing has stayed constant: equity research analysts remain an integral element in the investment decision process. Effectively managing these relationships can serve as another avenue to positively differentiate your company as an investment.

While more research is now being conducted "in-house," investors report that it is important to know what the sell-side's viewpoint is and what is being said in the market as these perspectives can dictate stock price movement. Buy-side professionals asserting the sell-side can be particularly helpful when ramping up on a new company.

As IR professionals are often measured by management for their ability to attract and effectively manage both buy-side and sell-side relationships, this session will provide the tools and insights to effectively leverage the sell side to further capture investor mindshare.

Moderator/Lead Speaker:
Randy Scherago, Vice President, Investor Relations
GeoEye

Panelist(s)/Co-Speaker(s):
Brent Anderson, Vice President, Investor Relations
Meritage Homes

Jason Landkamer, Director, Investor Relations
Fluor Corporation
    Learning Objectives:
  • Tactics for attracting and retaining coverage; Strategies for "smid-cap" companies
  • Managing expectations in a Reg FD world; Leveraging the sell side
  • Engaging investors at sell side-sponsored conferences; Best practices for dealing with bear analysts, managing over coverage
  • The do's and don'ts of effective sell side engagement
 
 
* Draft description as of 5/16 3:44 pm, subject to change
 

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