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Financial Planning and Analysis

  • Corporate Secretary webinar - Looking ahead: How GRC teams can prep for 2019
    Corporate Secretary webinar - Looking ahead: How GRC teams can prep for 2019
    Corporate Secretary and Nasdaq Recorded: Dec 18 2018 43 mins
    Tuesday, December 18, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes
    As the end of 2018 approaches, GRC teams are already turning their attention to the challenges and opportunities they and their companies face in the year ahead. Join Corporate Secretary and Nasdaq to gain insight and advice on some of the key areas you and your colleagues should be considering as you prepare for 2019.

    Our panel of experts will discuss issues including:
    •Technology – The growing number of virtual/hybrid shareholder meetings and new cyber-security challenges
    •Human capital – Board influence on issues such as workforce diversity, fair employment practices and understanding progressive movements such as #MeToo
    •ESG – Potential topics for shareholder votes in the upcoming proxy season and the focus on ‘E’ and ‘S’

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by Corporate Secretary.

    Corporate Secretary has partnered with Nasdaq to deliver you this webinar. Corporate Secretary and Nasdaq will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Nasdaq. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and Nasdaq’s privacy policy: www.business.nasdaq.com/privacy-statement
  • Trade wars will fade
    Trade wars will fade
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 6 mins
    There are many in financial markets who believe that trade wars can bring down the global economy. We have a more sanguine view. Jon Adams joins Ben Jones on the Better conversations. Better outcomes. podcast to discuss this view and what it means for markets in the medium term.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • Interest rates: Potential headwind to growth
    Interest rates: Potential headwind to growth
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 9 mins
    Interest rates remain the “topic du jour” for investors as a potential headwind to global growth. Jon Adams joins Ben Jones on the Better conversations. Better outcomes. podcast to discuss rising interest rates, monetary policy and more as part of this year's Global Investment Forum.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • Key themes from BMO's 2018 Global Investment Forum
    Key themes from BMO's 2018 Global Investment Forum
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 8 mins
    Jon Adams joins Ben D. Jones on the Better conversations. Better outcomes. podcast to discuss the key themes impacting markets and portfolios globally in the medium term, including trade wars, technology, and the future of the Eurozone.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • IR Magazine Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine and Bloomberg Recorded: Dec 13 2018 41 mins
    Are exchange-traded funds (ETFs) a danger to the stock market? Or a natural progression driven by the needs and wants of institutional investors and their clients? One thing is certainly true: inflows into ETFs, index funds and similar products are increasing month on month. In April 2018 alone, passive US equity funds took $18.2 bn of inflows, while active funds suffered $11.4 bn in outflows.

    In a bid to understand this investment discipline, this IR Magazine Webinar, held in association with Blooomberg, will aim to find answers to these questions and more with the aid of our panel of expert speakers.

    This webinar will look at:
    •What ETFs are, how they work and why inflows are increasing
    •Understanding index investor behavior, and whether the term ‘passive’ is accurate
    •The role of ESG and other themes for passive fund managers
    •The tools you can use to examine the investment decisions made by passive funds

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to view this essential briefing and be informed of future webinars produced by IR Magazine.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Bloomberg’s privacy policy: www.bloomberg.com/notices/privacy
  • Could millennials be the key to ending the productivity crisis?
    Could millennials be the key to ending the productivity crisis?
    Mark Elwood, Marketing Director, TeleWare Recorded: Dec 13 2018 50 mins
    By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.

    Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:

    • Understanding the needs of the millennial worker
    • The key steps to providing the right technology within your digital transformation programme
    • Why mobility and flexible working is the key to hiring and retaining a millennial workforce
    • Demonstrating the proven link between mobility and productivity

    This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
  • Four Things To Watch in 2019
    Four Things To Watch in 2019
    Ronald Temple, CFA — Managing Director, Co-Head of Multi-Asset and Head of US Equity Lazard Asset Management Recorded: Dec 12 2018 20 mins
    What will 2019 look like for investors? Ronald Temple highlights four key topics that he believes will shape markets and the economy in the year ahead.
  • Greening listed real estate - what you need to know
    Greening listed real estate - what you need to know
    Responsible Investor and FTSE Russell Recorded: Dec 12 2018 60 mins
    Join Responsible Investor and FTSE Russell for an interactive webinar on green real estate!

    Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. Real estate investing has historically lacked the appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

    To help address this gap, FTSE Russell developed the FTSE EPRA Nareit Green Indexes to allow investors to identify real estate companies with strong sustainability performance. These indexes are a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series, a leading series of listed real estate benchmarks with approximately US$341billion of assets tracking this series.*

    * Data as of December 31, 2017 as reported on April 2, 2018 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected by FTSE Russell.

    · Listed Real Estate market trends in Developed markets, specifically Europe and North America
    · Facing the sustainable real estate challenge – what is important to know
    · The world’s largest asset class – addressing the investment data gaps
    · Real Estate Indexes have the ‘green’ light - case for integrating sustainability considerations in Real Estate benchmarks
    · Building for a green economy future – where to from here
    · Q&A from the audience

    Speakers include:
    Ali Zaidi, Director of Research & Indexes, European Public Real Estate Association (EPRA)
    Calvin Schnure, Senior Vice President, Research & Economic Analysis, National Association of REITs (Nareit)
    Jaakko Kooroshy, Head of Innovation and Standards, Sustainable Investment, FTSE Russell

    Moderated by Tony Hay, Publisher, Responsible Investor
  • Miton Multi Asset webinar
    Miton Multi Asset webinar
    David Jane & Anthony Rayner Recorded: Dec 12 2018 27 mins
    With the recent pull-back in financial markets, Miton multi asset fund managers David Jane and Anthony Rayner will discuss their views and positioning, as well as their outlook for 2019 in this webinar.
  • ESG in Emerging Markets: More Than Meets the Eye
    ESG in Emerging Markets: More Than Meets the Eye
    Sudhir Roc-Sennett, Senior Portfolio Adviser Recorded: Dec 11 2018 21 mins
    Join us for an interactive webinar with Sudhir Roc-Sennett of the Quality Growth boutique research team. Sudhir will discuss his approach to sustainable investing in emerging markets and why ESG considerations are integral to the Quality Growth approach.

    Victor Schraner, Relationship Manager, will moderate a Q&A with Sudhir.
  • 5 tips for leveraging scenario planning in 2019
    5 tips for leveraging scenario planning in 2019
    Steve Player, Founder and Managing Director Live Future Ready and Tony Levy, Global Head of Finance Solutions, Anaplan Recorded: Dec 6 2018 60 mins
    For finance teams using traditional budgeting processes and methodologies, keeping up with the pace of today’s dynamic business environment in the middle of the budgeting season can make this year’s “annual struggle” particularly daunting.

    Join us as Steve Player, of the Beyond Budgeting Round Table, and Tony Levy, of Anaplan, review techniques such as scenario planning and “what-if” analysis that can help businesses prepare for the future and make choices inthe face of increasing uncertainty.

    By understanding the implications of growth strategies, reorganizations, or hotly debated business decisions, you and your finance team can share valuable insight throughout the organization. After this webinar, you will be able to:
     State five best practices for developing an actionable scenario-planning process
     Recognize how to use scenario planning to evaluate potential business opportunities and risks
     Identify technology that can enable scenario-planning best practices in the 2019 budgeting season

    About the speakers:
    Steve Player is the founder of Live Future Ready, a member-based community of practice that implements more effective ways to plan and control operations. These approaches focus on creating lean, agile organizations that consistently deliver above-average performance. In addition to speaking and training, Player works directly with member companies to implement advanced approaches to continuous planning and performance management.

    Tony is the Global Head of Finance Solutions with Anaplan. He has a passion for helping clients drive business performance through the strategic application of corporate performance management software. He has more than 20 years of experience with enterprise solutions within the Global 2000 in operations and finance.
  • How finance can unlock the keys to insightful decision-making
    How finance can unlock the keys to insightful decision-making
    Gary Simon, Chief Executive Officer, FSN and Chris Stevenson, Senior Product Marketing Manager of Finance Solutions, Anaplan Recorded: Dec 6 2018 61 mins
    The office of finance is no stranger to disruption. Today’s “Holy Grail” of finance transformation requires that financial planning and analysis (FP&A) teams turn evolving demographics, business models, and technologies into opportunities for uncovering greater insights.

    Join us as Gary Simon, of FSN, and Chris Stevenson, of Anaplan, discuss the results of a 2018 FSN research report. In this webinar, you will learn:
     How innovation, when applied within processes and technology, can help FP&A teams power ahead toward transformation
     Improve business performance by identifying and implementing FP&A best practices that can strengthen your internal partnerships.
     FSN’s most recent research reveals key findings, including the adoption of innovation across finance organizations.

    The FSN Innovation Showcase reveals that a staggering 85 percent of CFOs and finance executives believe that innovation is the key to more insightful decision making. Learn more and register today.

    About the speakers:
    Gary Simon is the Chief Executive of FSN and the leader of the FSN Modern Finance Forum on LinkedIn, with a membership of more than 52,000 senior finance professionals. He is a highly sought-after lecturer and trusted provider of thought leadership and analysis about the development of the modern finance function for CFOs around the world.

    Chris Stevenson is Anaplan’s Senior Product Marketing Manager of Finance Solutions. Chris has worked in corporate finance, analytics, technology, and marketing. He sees the emergence of artificial intelligence, robotics, and cognitive computing applied to finance and operations as an exciting frontier. Chris enjoys learning how clients leverage analytics, both within and beyond the office of finance.
  • Ask the Experts: How to adopt a BYOD policy that will delight your employees
    Ask the Experts: How to adopt a BYOD policy that will delight your employees
    Mark Elwood Recorded: Dec 5 2018 24 mins
    Employee expectations to technology are changing rapidly. In their personal lives they often use the very latest technology, but often that can be difficult for firms to replicate. So, BYOD is becoming increasingly attractive for many employees who would like to use the technology they know and love for business as well as pleasure.
    Join our panel of experts who will explore how BYOD strategies are evolving and how Re:Call from TeleWare could be the secret weapon you didn’t know you needed.
  • Engagement Update Webinar
    Engagement Update Webinar
    Vicki Bakshi, Catherine Hoyle and Thomas Hassl Recorded: Dec 4 2018 28 mins
    This session will be hosted by Vicki Bakhshi, Director, in the Responsible Investment team. Catherine Hoyle, Associate Analyst, will explain the background and key takeaways of the ESG disclosure at mid-cap companies project, and Thomas Hassl, Senior Associate Analyst, will give an update on Climate Action 100+ and how this has influenced the Responsible Investment team’s engagement with high-emitting companies.

    All participants will be able to submit questions during the webinar, and there will be the option to replay the webinar in full.

    Please register if you plan to attend.  We very much hope that you will  join us.
  • Introducing Re:Call
    Introducing Re:Call
    TeleWare Recorded: Dec 4 2018 1 min
    Introducing Re:Call - An App that gives you a second number on your personal phone for business calls and SMS
  • 3 Year Anniversary of the SDGs: How Investors Are Measuring Impact
    3 Year Anniversary of the SDGs: How Investors Are Measuring Impact
    Responsible Investor and ISS Recorded: Nov 29 2018 61 mins
    Three years ago, the United Nations adopted the Sustainable Development Goals (SDGs) as a global call to action for positive change. Ever since, the global investment community has become increasingly eager to achieve some kind of “SDG alignment”.

    Near the anniversary of the establishment of the SDGs, this RI/ISS-ESG webinar provides an overview of how impact investing connects to the SDGs, and how investors are measuring effectiveness.

    - What drives investors to choose the SDGs as a framework for investing and how are they approaching this?

    - What tools are available to identify and measure companies’ contributing to the SDGs? Should SDG investments be focusing on products & services or on companies’ operations?

    - What are the challenges to investing in the SDGs? Are the SDG even investable in mainstream investment, given the fact that many of the SDGs and targeting problems in emerging markets that are probably rather solved by modest projects rather than large listed corporates?

    - Is there a risk of SDG-washing and sticking SDG labels on existing mainstream investments? How can this be prevented?

    Speakers

    Ladislas Smia, Co-head of Responsible Investment Research, Mirova

    Piet Klop, Senior Advisor Responsible Investment, PGGM

    Jennifer Signori, Senior Vice President, ESG and Impact Investing, Neuberger Berman

    Julia Hakke, Head of Responsible Investment Sales, ISS ESG

    Moderater:
    Vibeka Mair, Senior Reporter, Responsible Investor
  • Investing in Cloud Technologies
    Investing in Cloud Technologies
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Nov 29 2018 28 mins
    Cloud is the transformative technology of modern world, changing the way we communicate, do business, manage information and do business. With billions of internet-connected devices already in circulation, HANetf explores the growth drivers of cloud technology and shows how European investors can gain exposure to this generationally important theme.
  • Investing in Industry 4.0
    Investing in Industry 4.0
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Nov 29 2018 43 mins
    HANetf is joined by Anthony Ginsberg, Founder and MD of GinsGlobal Index Funds to look at the investment opportunity in emerging, world-changing technologies.
  • Anti-money Laundering and Anti-Fraud: Together is better
    Anti-money Laundering and Anti-Fraud: Together is better
    Jeff Ingber-Chief Consultant,Risk;Satish Acharya-Global KYC&AMLPractice Lead;Ashwani Bhardwaj-Global Head Risk Products&Fraud Recorded: Nov 29 2018 42 mins
    Consolidating anti-money laundering and anti-fraud functions under an enterprise-wide “anti-financial crime" umbrella can deliver major efficiencies and cost-savings. But it must be approached carefully and thoughtfully, incorporating modern digital tools and developing agile risk management frameworks that enable Financial Institutions to act swiftly, reduce redundancies, and ensure compliance in an increasingly complex global banking environment. In this webinar, we will offer practical takeaways on:
    •How merging AML and anti-fraud functions takes advantage of various synergies
    •How risk executives can best address challenges in consolidating the two functions
    •How a financial institution can maximize the benefits of AML and anti-fraud consolidation, while minimizing cost, burden and inefficiency
    •How technological innovations can aid the convergence and make compliance resilient, responsive, and sustainable
  • Microsoft Future Decoded
    Microsoft Future Decoded
    Mark Elwood Recorded: Nov 29 2018 2 mins
    Launching Re:Call from TeleWare at Microsoft's premier UK event. The TeleWare stand was a great success. Watch the video today
  • Next Generation Sales and Business Alignment: Driving Past Legacy Integration
    Next Generation Sales and Business Alignment: Driving Past Legacy Integration
    Aaron Goldberg - Market Expert at Content 4 IT, Jason Loh - Global Head, Sales Solutions at Anaplan Recorded: Nov 23 2018 37 mins
    In many organizations, sales metrics are typically driven by a sales-only view that can diverge from the company’s overall business plan at the detail level. This is the result of legacy approaches that have limited integration between sales and business operations metrics.In today’s hyper-competitive landscape, successful digital businesses can no longer afford to operate this way.

    Building truly connected sales plans and strategies that are tightly linked to enterprise performance management, CRM, and other critical business data ensures that every part of the organization is working together.

    Watch this webcast to gain key insights into incentives and best practices for true sales and business alignment.
  • How To Create A Mobile-First People Strategy To Modernise Employment
    How To Create A Mobile-First People Strategy To Modernise Employment
    Mark Elwood Recorded: Nov 22 2018 46 mins
    Just 29% of UK employees work for firms that operate flexible working policies for all employees according to recent research commissioned by TeleWare.

    This highlights the stark differences in how firms are creating workforces who can work flexibly in an increasingly mobile environment. One thing is certain, tools that enable employees to work wherever and whenever they want to are here to stay, but how firms deploy them could be the difference between success or failure.

    Join us in the latest webinar in our mobility and productivity programme where we will share exclusive insight into mobile and flexible working practices.

    Join our panel of experts to find out:
    •The impact on businesses who fail to deliver changing flexible working expectations
    •The technological advancements that are helping firms operate flexibly
    •The benefits and the pitfalls of a more mobility enabled workforce
    •The barriers to successful adoption and how you can overcome them.

    Panellists:
    Steve Haworth, CEO, TeleWare
    Andrew Fawcett, Product Manager, TeleWare
  • Anti-money Laundering and Anti-Fraud: Together is better
    Anti-money Laundering and Anti-Fraud: Together is better
    Jeff Ingber-Chief Consultant,Risk;Satish Acharya-Global KYC&AMLPractice Lead;Ashwani Bhardwaj-Global Head Risk Products&Fraud Recorded: Nov 20 2018 42 mins
    Consolidating anti-money laundering and anti-fraud functions under an enterprise-wide “anti-financial crime" umbrella can deliver major efficiencies and cost-savings. But it must be approached carefully and thoughtfully, incorporating modern digital tools and developing agile risk management frameworks that enable Financial Institutions to act swiftly, reduce redundancies, and ensure compliance in an increasingly complex global banking environment. In this webinar, we will offer practical takeaways on:
    •How merging AML and anti-fraud functions takes advantage of various synergies
    •How risk executives can best address challenges in consolidating the two functions
    •How a financial institution can maximize the benefits of AML and anti-fraud consolidation, while minimizing cost, burden and inefficiency
    •How technological innovations can aid the convergence and make compliance resilient, responsive, and sustainable
  • Creating Motivating and Personalized Sales Incentive Plans
    Creating Motivating and Personalized Sales Incentive Plans
    Steve Marley, principal at ZS Associates Recorded: Nov 20 2018 49 mins
    Discover the changing world of incentive compensation. Would a psychologist agree with how we design incentive plans?

    Sales compensation plans are traditionally designed around sales roles, and they assume every individual has the same motivations—which psychologists would disagree with. One of the great visions for sales compensation is to provide a level of personalization to sales comp plans to maximize the motivation of individual sales representatives. As a result, more and more companies are tailoring their incentive plans to increase motivation in their sales reps and encourage desired sales behaviors.

    Join Steve Marley, co-author of The Future of Sales Compensation, in this webinar as he discusses how companies are enabling personalized incentives to benefit both the individual and the company.

    This webinar is brought to you by Anaplan and its partner ZS Associates.
  • Conducting the Symphony: How to Coordinate Your Sales Planning Initiatives
    Conducting the Symphony: How to Coordinate Your Sales Planning Initiatives
    Hunter James, Sr Director, Voiant Group; Jason Loh, Sales Solutions, Anaplan; Linda Connor, Director of Finance, Tibco Recorded: Nov 16 2018 60 mins
    Learn to keep the elements of your go-to-market strategy working in harmony.

    Your product and services define what you bring to the market, but your go-to-market is your secret sauce. It’s the strategy that you’re constantly developing to approach, target, and dominate, and it includes how you orchestrate your territory plans, quotas, account segments, incentives, staffing, and KPIs. But how do you tune your go-to-market strategy to strike the perfect note? In this webinar, learn to keep the elements of your go-to-market strategy working in harmony, including:

    -How to unify the components of your sales planning process
    -Understanding how Anaplan customers gain competitive advantages through improved sales planning
    -Ways to align sales territories and quotas to increase the bottom line
  • Preparing for new IFRS 16 regulations with Anaplan
    Preparing for new IFRS 16 regulations with Anaplan
    Anaplan Dec 27 2018 9:30 am UTC 33 mins
    IFRS 16 is an International Financial Reporting Standard that sets out a comprehensive model for the identification of lease arrangements and their treatment in the financial statements of both lessees and lessors.



    The new rules, which will take effect on 1st January 2019, will require companies to transfer the values of leases onto their balance sheets as liabilities.



    Even though time is winding down on the IFRS 16 deadline, businesses still have an opportunity to implement a solution that can quickly fulfill its requirements—and many are turning to cloud-based, Connected Planning solutions.

    Join us for this 40-minute webinar, where we will share how Anaplan can help ease the transition to IFRS 16 to keep your company competitive and in compliance.
  • Opening Bell 2019
    Opening Bell 2019
    Steven Bell, Chief Economist Jan 8 2019 10:00 am UTC 45 mins
    Steven Bell discusses his thoughts on potential macroeconomic events in 2019 and what they mean for the global economy.
  • Allstar - An Inside View… news, views and facts about the fuel landscape
    Allstar - An Inside View… news, views and facts about the fuel landscape
    Paul Holland, Chief Operating Officer at Allstar Jan 16 2019 10:00 am UTC 45 mins
    The 1st in our series of webinars on issues facing fleet management and the fuels market in the UK today.

    Allstar has worked with many thousands of customers -and suppliers- over the past 30 years, developing our products to provide innovative payment solutions for fuel. This focus has given us an unparalleled knowledge of the fuel landscape: knowledge you could be using in your own business.

    Our Chief Operating Officer, Paul Holland, wants to share the insight gained from working with businesses such as yours. This series of webinars aims to do just that. Paul is the ideal presenter as his 25 years of experience has covered many periods of uncertainty and change in both fleet management and fuel pricing.

    Join him on our webinar and find out our thoughts about the year ahead, including:

    1. The facts on oil-pricing, external influencing factors and future price predictions.

    2. How changing landscapes, such as Brexit, could impact fuel, whether in terms of supply or cost especially with exchange rates uncertainty.

    3. The potential future challenges facing fleet and fuel that we’ve identified – and the solutions.
  • IR Magazine Webinar - Getting roadshows right in a changing landscape
    IR Magazine Webinar - Getting roadshows right in a changing landscape
    IR Magazine and Q4 Jan 24 2019 4:00 pm UTC 60 mins
    Much has been made in recent months of the way Mifid II is likely to place barriers in the way of successfully setting up non-deal roadshows (NDRs), or roadshow meetings, with investors. The expectation is that roadshows will not only involve more figurative legwork to get up and running but also more physical legwork – involving longer periods of travel time as sell-side assistance with scheduling meetings becomes rarer.

    In this webinar, speakers are invited to discuss in detail how to use what IROs already know and combine it with the new tools and services filling the space left by the sell side to ensure a sufficient number of meaningful interactions still take place. Speakers will explain best practices for drafting target client lists and outsourcing to the best alternative brokerages in the market. The aim of the discussion will ultimately be to unpack how IROs can embrace and own their newly center-stage role in the current environment without becoming overwhelmed and overburdened.

    IR Magazine has partnered with Q4 to deliver you this webinar. IR Magazine and Q4 will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Q4. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Q4’s privacy policy: https://www.q4inc.com/privacy-policy/default.aspx