Targeting – Finding Your Next Generation of Investors

January 10, 2020 11:30 AM PST


Event to be held at the following time, date, and location:
Friday, January 10, 2020 from 11:30 AM to 1:00 PM (PDT)
Four Seasons Hotel Silicon Valley at East Palo Alto
2050 University Ave
East Palo Alto, CA 94303

Description: Take a deep dive into investor targeting and learn the latest on how IROs can create an effective targeting strategy to go after the right shareholders aligned with your company’s strategic outlook. Panelists will discuss the shifting investor landscape, new tools and key metrics, and recommendations when building a targeting program.

Topics discussed will include:

  • How much time should IROs spend courting new investors?
  • Optimize IR activities including NDRs, conferences, HQ visits
  • The priorities of investor targeting – how to set-up and execute
  • Analysis and tracking – moving beyond peer comparisons
  • Latest tools and methodologies

Elizabeth Saunders, Partner, Clermont Partners
Tully Murphy, Institutional Equity Sales, Jefferies
Brendan Fitzpatrick, Director Analytical Services at IHS Markit

Bill Choi, VP Investor Relations, Zscaler
Sponsored by Ipreo by IHS Markit