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In the fifth installment of our IPO Readiness series, we explored ‘Building Best in Class Investor Relations,’ where corporate, buyside, and sellside experts shared their strategies and advice for creating and maintaining an exceptional investor relations program.
Whether preparing for an IPO or managing post-IPO communications, the quality of your investor relations program is critical to your company’s success. This session, moderated by Jeff Bernstein and April Scee, Riveron’s Head of Equity Capital Markets and Strategic Communications respectively, featured Jim Giannakouros, an award- winning investor relations professional at Kenvue, Daniel Bloomgarden, a highly respected portfolio manager and analyst at J.P. Morgan Asset Management, and Joel Fishbein, a top-ranked sellside technology analyst at Truist Securities. Together these panelists shared key elements that distinguish a best-in-class Investor Relations program and how to avoid common pitfalls.
Topics discussed:
- Best practices in analyst and investor engagement
- Crafting a compelling equity story
- Navigating market expectations
Watch the Replay
Moderator:
Jeff Bernstein, Senior Managing Director, Capital Markets Leader, Riveron
April Scee, Managing Director, Strategic Communications Leader, Riveron
Panel:
Jim Giannakouros, Senior Director, Investor Relations, Kenvue
Daniel Bloomgarden, CFA, Managing Director, Portfolio Manager and Research Analyst, J.P. Morgan Asset Management
Joel P. Fishbein, Jr. , Managing Director at Truist Securities
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