Conference Season Tips for IR Teams
- Matt Harrison
- May 28
- 1 min read
Updated: Jun 26
Just a few quick tips that I've always found useful:
Prioritize your schedule.
If there are gaps in the day, work with your conference host to rearrange meetings for efficiency. Don’t feel obligated to stick around until 5pm.
Group your meetings
Have like-minded investors… who maybe prefer to maximize the number of stocks they hold in a year… group them into a meeting to free up time for investors who… maybe trade less.
Use your targeting list
Yes, you can request to meet with specific investors. A simple, polite request to your conference team often results in a new face showing up in at least one meeting.
Being proactive benefits the corporate access team as well. I don’t envy the task of matrixing together thousands of investors and issuers.