The Investor Relations Performance Acceleration Program: A Masterclass in IR Excellence

Assess, Accelerate, Achieve: The AAA Formula for IR Success

In Partnership with

December 3-4, 2024, Conrad Dubai, United Arab Emirates

Get the Formula for Investor Relations Success

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In the capital markets arena, securing a AAA rating symbolizes the highest standards in creditworthiness and stability—a testament to your organization’s strength and reliability.

In today’s fiercely competitive landscape, understanding and shaping investor perception is not just important; it’s imperative.

For listed companies eager to understand how investors perceive them against their competitors, FINEO’s masterclass in Investor Relations excellence is a must-attend event.

Our program merges Extel’s (previously Institutional Investor Research) unrivalled independent research and investor perception assessment capabilities with FINEO’s tailored IR strategic framework grounded in decades of expertise in international Investor Relations.

Attendees will receive personalized IR perception benchmarking and actionable guidance.

Prepare to take your IR strategy from good to exceptional and join us for two days of

transformative learning and exclusive networking.

Masterclass Overview

Day 1

ASSESSMENT

BUILDING A FOUNDATION FOR EXCELLENCE

  • Defining AAA IR Metrics
    Explore the key performance indicators that define a world-class IR strategy and learn how to align them with your
    organization’s goals.
  • Peer Identification and Analysis
    Identify your strengths and weaknesses based on how investors compare IR strategies across your sector and/or regional peers.
  • Share ownership and stakeholder perception
    Using free and fee-based techniques to effectively analyze share ownership and stakeholder perception.
  • Extel’s IR Benchmarking
    Methodology, key global findings and how they can be applied to your organization.
  • Personalized benchmarking results
    Receive Extel’s key findings for your sector, country and region: IR operational infrastructure, communication collaterals, executive
    management team and IR engagement stakeholder perception analysis, IR and C-Suite performance metrics.

Day 2

ACCELERATION AND ACHIEVEMENT

CONVERTING INSIGHTS INTO EXECUTION

  • Addressing Current IR Challenges              Tackle the specific IR challenges revealed through Extel’s peer benchmarking, and learn strategies to overcome them.
  • Setting realistic targets for your company

    Develop achievable goals for enhancing your IR performance based on the insights gained from Day 1.

  • Accelerating IR Performance
    Deploy the tools and resources needed to drive rapid improvements, including optimizing IR collaterals and
    enhancing Board and C-Suite engagement.

  • Sustaining AAA IR status through good times and bad
    Learn how to effectively monitor your IR progress, make necessary adjustments, and sustain your AAA IR
    status over time.

Interactive Workshops

Day 1

Workshop #1

IR BENCHMARK & PERCEPTION BOARD REPORT

Collaborate with peers to create a detailed IR benchmark and perception report for your organization, setting the stage for strategic improvements.

Day 2

Workshop #2

DESIGNING AND PITCHING A 2025 IR STRATEGY

Create a customized IR strategy for the upcoming year and present it to your peers for feedback and refinement.

Who will benefit

INVESTOR RELATIONS OFFICERS

Who wish to extend their influence, increase the productivity of Investor Relations processes and be in a better position to attract the right investors for their company.

IPO CANDIDATES

Who want to take a deep dive into Investor Relations

before it is too late and achieve their desired IPO benefits.

DIRECTORS

Looking to establish a constructive shareholder engagement framework.

CEOs, CFOs AT LISTED COMPANIES

Who feel the need to revisit their investment case for a higher valuation and make better informed strategic decisions by leveraging the Investor Relations ‘unique insights into market sentiment.

SENIOR-LEVEL EXECUTIVES

General counsels, corporate secretaries, corporate communications and other senior executives seeking a deeper understanding of the critical role of Investor Relations in value creation and how they can better contribute to it.

Masterclass leader

Anne GUIMARD, PhD

Founder & CEO FINEO Investor Relations Advisors

Investor Relations Magazine’s “IR Legend”

Once featured in IR Magazine as an ”IR legend”, Anne Guimard, PhD, is the Founder and President of FINEO Investor Relations Advisors. FINEO helps Boards and Leadership teams articulate shareholder value, inspire investor confidence, and maximize returns on stock market listings. Over 1,500 companies from more than 70 countries on five continents have recognized the value of the firm’s IR training, coaching and strategy formulation expertise, pre- and post-IPO.

With over 30 years of global capital markets and shareholder engagement expertise gained as an investment banker, a Chief Investor Relations Officer and financial controller at multi-listed conglomerates, Anne is a strategic partner to both private and public companies since founding FINEO in 1998. She brings a verifiable track record of contributing to value creation, the diversification of share ownership structures and sustained reduction in the cost of capital. She has managed large shareholder bases across multiple stock exchanges and has been instrumental in the success of some of the world’s largest Initial Public Offerings.

A passionate advocate of the IR profession, Anne is the author of the reference manual “Investor Relations: principles and best practices in financial communications” (Palgrave). She has served on the Board of the National Investor Relations Institute (USA), the world’s largest organization of IR professionals and is a member of several IR societies globally. She is a certified financial analyst and holds a PhD in International Finance from the University of Dauphine (Paris, France).

Expert Partner

Amani KORAYEIM, EMEA Director

Europe and Emerging EMEA Director at Extel
(Previously Institutional Investor Research).

Supervising the Corporate IR product

Amani Korayeim is Europe and Emerging EMEA Director at Extel (previously Institutional Investor Research). In this capacity, she is responsible for supervising the Corporate IR product within these regions and oversees critical client relationships, strategic partnerships, the introduction of new research products, and the expansion into new markets, with a focus on the Middle East and Africa. She collaborates closely with Investor Relations and executive management teams, leading workshops to assess capabilities and shape IR engagement and outreach strategies.

Prior to her tenure at Extel, Amani gained experience in the business information sector, offering research-based advisory services to professional services firms on a global mandate. With over 13 years in the IR industry, she is a frequent speaker at IR society seminars, concentrating on measuring and optimizing IR performance, peer benchmarking, and navigating the impact of emerging trends and regulatory changes in the IR landscape. Amani actively contributes as a member of the Best Practice Committee for the UK IR Society’s Board and has served as a mentor in the IR Society Mentoring program for two years. Since 2020, she has been a part of the judging panel for the SCMA Awards at the Saudi Capital Markets Forum.

Amani holds the Certificate of Investor Relations (CIR) from the UK IRS and earned a Bachelor of Science in Economics & Politics from Queen Mary University, London.

Join us in Dubai
on 3 & 4 December
Don't let your Investor Relations efforts go unnoticed.

Masterclass price

  • The price for the masterclass is US$5,500 per delegate. Participants are responsible for their own travel and accommodation arrangements and payment.
  • For early registrations before November 1, 2024, a 10 % discount will be applied.
  • All registration fees must be paid in full before receiving credentials to access the meeting in person.
  • All fees are exclusive of VAT.
  • Companies registering more than 2 participants for the masterclass are eligible to discounts.
  • Contact us for details at info@fineo.com

What is included in your registration

  • Personalized IR Perception Benchmarking from Extel across  your sector, country and regional peers
  • Custom guidance report from FINEO Investor Relations Advisors
  • Event materials
  • Coffee breaks
  • Lunches
  • Cocktail reception on December 4, 2024
  • Certificate of Completion
  • Direct networking with all professionals present
  • One-hour one-to-one follow-up IR coaching session
  • Practical examples and various case studies
  • Professional & experienced instructors
  • Templates: IR Board report, Investor Relations strategy and action plan

Watch 2023 testimonials

Registration of Interest

Info & Registration

FINEO Investor Relations Advisors
info@fineo.com