Back to the Learning Academy.

Leaving a Trail for Investors to Find You Part 6 - Preparing For Investor Meetings

Investor meetings are an integral part of your investor relations program and take time, effort, and resources. Preparation and follow-up are imperative to ensure you maximize the ROI from investor meetings. We've outlined several best practices to conduct both virtual and in-person investor meetings using perspectives from institutional investors and family offices.

Click here to watch an interview we recorded with Brian Madden, Senior Vice President & Portfolio Manager at Goodreid Investment Counsel on what his team expects from their meetings with issuers.

Preparing For Investor Meetings

Related Articles

What 200,000+ Regulatory Filings Teach You About Flawless Compliance

SEDAR+ and EDGAR process thousands of filings every day. In just its first three months, SEDAR+ handled over 30,000 disclosures. EDGAR, meanwhile, processes nearly 3,500 submissions daily—totalling more than a million annually.

Why Your Website Needs a Stock Quote

By centralizing your IR information such as stock quotes, financials, press releases, and regulatory filings, you provide investors with easy access to accurate and timely insights.