• The ABC of Investor Relations           

  • Why should you attend
    ​You are part of a listed company and belong to the team responsible for developing
  • and selling a compelling investment case to current and prospective shareholders. And the game is changing fast. Financial performance is no longer the yardstick for the overall value of a company. Environmental, social, corporate governance and reputation issues are increasing in their importance. How you communicate with that audience can either help your company or sink it. Investor Relations are therefore no longer “nice-to-have”

  • Course outline:​     
  • This course offers a comprehensive understanding of the practice that is investor relations today, where the ability to combine finance, communication, marketing and legal skills are critical for any company that wants to effectively and professionally compete for capital. It takes a practical approach to the designing and executing of a best-practice investor relations strategy.

  • Who should attend?​    
    ​CEOs
    CFOs
    Directors
    Company Secretaries
    Investor relations team
    Corporate communications teams
    Company secretaries
    Senior executives in finance
    legal and human resources

  •            
  • What you will learn:
    • ·  How to structure Investor Relations in your organization.
    • ·  How your business can create competitive advantage through an Effective IR strategy
    • ·  How to create an impactful IR strategy in a highly competitive world that can help you 
         attract the investors you want and raise the profile of the company both locally and
          internationally
    • ·  The skills to deliver messages that matter to investors, analysts and the media - all of
         which are designed to help improve your company's valuation

      Instructor
      The course will be delivered by Anne Guimard, PhD, founder and President of FINEO Investor Relations Advisors & the School of Investor Relations.  To this day, FINEO is the only Investor Relations firm in the world to offer comprehensive, highly customizable Investor Relations training programs.  More than 1,500 companies in nearly 70 countries have been advised and/or trained over the past 20 years. FINEO has been providing Investor Relations training at the JSE since 2014 with satisfaction ratings exceeding 90%.

      A trusted advisor to Boards and leadership teams, Anne is an internationally respected expert in Investor Relations and shareholder engagement and the author of several books and publications.

Please note that a 50% surcharge is applicable to agencies.  
  •               
    Date:  TBA

    Time:  09:00 - 17:00

  • Cost: R11, 000.00 per delegate excl VAT

    Book early to take advantage of our Early Bird discount of R9,900.00 per delegate excl VAT (available up until 30 April 2018)
  •         

Venue: JSE, 1 Gwen Lane, Sandton. Refreshments will be provided. Safe parking is available on the premises.

  • NB: These courses are also suit​able for approved executives or budding approved executives needing to update their knowledge and understanding of the Listings Requirements.

The course delivery is subject to a minimum attendance.  Course date to be confirmed on 18 May 2018,  all attendees will receive a course certificate on completion and CPD points.

To register or for more information: Registrations are currently open. Please contact companyservices@jse.co.za for a curriculum outline or to book.


​​​​​​​​​
THE COURSE IS DIVIDED INTO FOUR MODULES:​​​​​​​​​​
  1. 1.  What is Investor Relations (IR)?
  • IR is often too strictly confined to complying with regulatory disclosure requirements, or aimed at getting the company's stock price to rise. But it actually matters to a much broader audience – it is a multi-dimensional discipline that combines finance, legal and communications skills with industry knowledge.
  • The business world is changing and financial performance is no longer the only measure of the value of a company. Now investors are also looking at the environmental, social, corporate governance and reputation issues within the business. It is important to know how to communicate these messages to your investors in an attractive and easy-to-understand format.

What you will learn:

    • ·  Definition of IR.
    • ·  Main financial disclosure principles
    • ·  International overview of the IR profession
    • ·  The difference between IR and corporate secretaries
      ·  Mission, scope and structure of IR in a corporate organization
      • ·  An integrated approach to shareholder and stakeholder relations
      • ·  IR and the Board of Directors
      • ·  The benefits of a diversified shareholder base
        ·  The relationship between corporate governance, trust, corporate identity and reputation

  • 2.  Creating competitive advantage through an effective IR strategy
  •  
  • Competition is a fact of corporate life. We all have strategic plans that are aimed at increasing revenue and market share in a sustainable manner. Yet there is another type of competition, which can jeopardise this effort – that is the competition for capital. Winning investors to buy into your company's vision should be a strategic goal – one as equally important as increasing profits or gaining market share.

 

What you will learn:

  • ·  How to assess the competition for capital – traditional and non-traditional
  • ·  Setting the financial calendar, the cornerstone of the IR program
  • ·  Creating a cost-effective IR toolkit, in print and online
  • ·  Reaching out to the investment community through roadshows, meetings and conferences
    ·  Effectively engaging with the media

    • 3.  Developing a compelling investment case for your company
    •  
    • To attract investment, companies need to develop key messages that showcase their past achievements, but also their strategic direction. They will mix financial figures with other key performance indicators, highlighting the core features of their business model and the strategies to mitigate against identified risks, while complying with disclosure requirements.
    •  

      What you will learn:

      ·  How to combine the South African context and international best practice in press releases   and presentations

      ·  How capital market participants use corporate financial statements to make investment decisions

      ·  How to present your company's investment case using financials and key performance indicators

      ·  Dealing with risks and uncertainties

      ·  Communicating earnings objectives and strategic goals

        4.  Measuring the impact of IR beyond the share price
      •  
      • The share price is only one of the tools used to assess return on investment in Investor Relations. This return is primarily a function of the objectives assigned to IR in the first place and the resources allocated to achieve them. As these objectives are likely to change over time, a flexible measurement framework is required.
      •  

        What you will learn:

        ·  Quantitative measuring tools, with an emphasis on assessing changes in valuation, investment recommendations and share ownership structure

        ·  Qualitative assessment through perception studies, feedback, analyst research reports and earnings consensus analysis.

        Non-Endorsement
        By using a service provider to offer the courses, the JSE does not directly or indirectly endorse any product or service provided, or to be provided by the service provider.

     Contact Us

    +27 11 520 7131

    companyservices@jse.co.za

     

     

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