Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The largest professional investor relations association in the world, NIRI’s more than 3,500 members represent 2,000 publicly held companies and $5.4 trillion in stock market capitalization.

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Think Like an Analyst! (August 2012)

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Finance & Capital Markets
Think Like an Analyst! (August 2012)

Date: 8/23/2012
Event start time: 09:00 AM
Price: Members: $949.00 - Non-Members: $1149.00
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Miranda Lane
FinanceTalking

Chartered Accountant with 20 years experience teaching finance to corp. comm. professionals
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David Yates
FinanceTalking

Thirty years in the financial markets industry
view bio

Brochure and printable registration form

Learn to look through the eyes of one of your key target audiences. Find out how analysts think, how they build their models and what pushes their buttons.

Held August 23 in San Francisco, California.
Breakfast at 8am
Seminar 9am - 5pm

Please click on FinanceTalking for more information about the company.

The Big Picture

The role of analysts in today’s capital markets
Sell-side and buy-side – similarities and differences
Primary tasks of an equity research analyst
Analyst perspectives, pressures and typical characteristics
How analysts make money
Sources of information and how it is organised
How you can help…

Identifying Value Drivers

Understanding the industry and peer group identification
Analyzing capacity and demand – the importance of historical analysis
Identifying the food chain – suppliers and customers
Critical factors that impact earnings, cash flows or returns
Key questions you need to be able to answer on strategy

Forecasting and Model Building

Typical models
How analysts forecast and the role of guidance
Special factors for cyclical or growth companies
Red flags
Sensitivity analysis
Understanding the key assumptions in consensus
Key questions you need to be able to answer on the financials
Understanding price targets and recommendations

Lessons for Communications with Analysts

Key influencing skills – understanding what’s in it for them and what are their concerns
The role of non-verbal communications (including body language)
Implications of Reg FD
Tactics to encourage a following
Top tips for IR
Top tips for senior management

How you will learn…
This course will put you in the shoes of an analyst so that you can see things from their perspective. Exercises include a team forecasting competition, interpreting how guidance affects an analyst’s model and identifying the key assumptions in consensus.

Biography

Miranda Lane
Miranda is Managing Director of FinanceTalking Ltd. Miranda has more than 16 years’ experience of teaching finance to people who do not have a financial background. This, and her broad City experience in investment banking and financial PR/IR, enables her to explain complex subjects in simple ways.

Qualified as a Chartered Accountant in 1985 with Touche Ross in London
Worked for investment bank, Morgan Grenfell, analyzing companies
Financial PR and Investor Relations in two leading consultancies
Gained invaluable experience freelancing for a City training company, teaching analysis of financial statements and equity analysis

Over the last 15 years, Miranda has taught people from well over 50% of FTSE 100 companies and from most of the leading financial PR consultancies in the UK.

Miranda founded FinanceTalking to provide the best financial training to the corporate communications world. She designs and teaches highly relevant, practical courses for FinanceTalking and for companies’ in-house training programs.

David Yates
David joined FinanceTalking in 2009 after nearly thirty years in the financial markets as a corporate lawyer, investment banker and financial PR specialist.

Qualified as a solicitor in 1982
Joined Linklaters & Paines, specializing in capital markets and corporate law
Joined the corporate finance division of Robert Fleming, London based merchant bank, in 1984
Spent three years on secondment with Jardine Fleming in Australia between 1987 and 1990
Began his Financial PR career in 1995 with Gavin Anderson & Company
Joined Financial Dynamics (FD) as a partner at the end of 1998 and commenced their coverage of the Life Sciences sector
Retired from FD in March 2009 following sale of the company to FTI Technologies, Inc. of the US

During his financial PR career in the financial markets, David built a reputation as one of the leading practitioners in London and acquired experience in all aspects of the financial markets, particularly M&A and IPOs. Together with his experience in the law and the investment banking sector, he has an in-depth knowledge of the workings of the markets, the roles that each of the institutions play in the markets and how business is covered by the media.
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National Investor Relations Institute

Think Like an Analyst! (August 2012)

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