Investor Relations Officer (IRO) Seminar Outline (preliminary) |
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A Warburg Pincus event co-sponsored by CVCA and CREDIA September 11, 2007 Shanghai |
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8:40am Registration What IR is all about - Opening by Ying HAN, Warburg Pincus 9:00am The big picture of IR 每 (Chen FU,Investor Relations Officer,Acorn International) Let this experienced IRO give you a big picture about ※investor relations§, as a critical corporate function, as an emerging profession and its role in modern capital market. Understand the markets and respective regulations ﹛﹛A comparison of market mechanisms, listing and disclosure requirements among Chinese local market, HK stock exchange and other international markets. ﹛﹛Introduction of IR related regulations by SSE, HKSE and NASDAQ 9:30am FIEs and A shares - Mr. LIU Zheng JunㄛSenior Manager of Global Business Development, Shanghai Stock Exchange ﹛﹛﹛- The characteristics of the investors on A shares market and the IR communication ﹛﹛﹛- The road to listing on A shares markets 每 meeting listing requirements, listing process and listing day schedule ﹛﹛﹛- The disclosure and filing requirements 10:00am The characteristics of the Hong Kong capital market 每 Ms. Maggie CAO, Special Representative of Shanghai Office, Hong Kong Stock Exchange ﹛﹛What is different about listing in Hong Kong? This session will go over the defining characteristics of the Hong Kong stock exchange and the implications it has for your company. 10:30am The road to listing on NASDAQ 每Mr. XU Guangxun, China Chief Representative, NASDAQ ﹛﹛This session will take you through the steps to listing on one of the US premier stock exchanges. Meeting listing requirements; listing day schedule; the branding experience. 11:00am Tea Break Build your investor relations program prior and during the IPO process ﹛﹛This session will look at how to build an investor relations program from the lead up to an IPO to ongoing communications. Developing corporate messages that highlight company strengths; designing an effective investor relations website; engaging media; getting on the road; and maintaining strong relationships with your investors. 11:15am Develop a convincing investment story for a successful IPO 每 a case study: Julian Wilson, SeniorVice President, Financial Dynamics ﹛﹛﹛- Corporate messaging /Branding ﹛﹛﹛- Prospectus design and road show video ﹛﹛﹛- Investor presentation ﹛﹛﹛- Media training and media coverage ﹛﹛﹛- Quiet period 12:00pm The Fundamentals of a Smooth IPO - Panel Discussion Moderator: ﹛﹛Joseph CHAN,Managing Partner Pillsbury Winthrop Shaw,Pittman LLP ﹛﹛Stella Chen ﹛﹛SSE, HKSE and NASDAQ representative, CFOs, lawyers, accountants ﹛﹛What are the most important considerations when you are preparing for an IPO? Listen to the experts discuss the ins and outs of the IPO preparation process. 12:30pm Lunch Break Craft and manage a dynamic on-going investor relations program ﹛﹛This session addresses issues that senior management and IROs faces regularly once their companies become public. What could be done to better understand and serve the needs of investors, analysts, and financial media? Let the people at the other side of the table tell you what they expect from you. 13:30pm How to effectively work with sell-side analysts? (Wendy Huang, Bear Stearns Asia Ltd/ Qiang Zhao, Guangda Securities) ﹛﹛Understand how analysts work, such as assessing companies＊ markets and competitiveness, as well as building financial models and determining valuations; provide value-added assistance to sell-side analysts; ensure timely and fair disclosure. 14:15pm How to effectively work with buy-side investors 每 Panel Discussion: Andrew TONG, SYWG BNP Paribas˙Jerry WU, Dalton Investments˙Zhewen WANG,Fortis Haitong Investment Management Co. Ltdㄛ; ﹛﹛One of the fund managers first gives a 15 minute presentation about how fund managers make investment decisions, different investment styles, and implications to companies and IROs. This would be followed by a 30 minute panel discussion about fund managers＊ experience of working with Chinese companies, their observations and expectations. 15:00pm Work with financial media for successful corporate branding (Yujie CHEN, Director, Xinhua PR Newswire) ﹛﹛News-worthy corporate events and media outreach; company messaging and editorial calendar; in-depth stories and wire coverage; print media and TV interview IR Nuts and Bolts - Best Practices 15:30pm Develop an actionable IR plan (Diana Footitt, CEO, Financial Dynamics) ﹛﹛﹛- Strategic, operational and tactical plans ﹛﹛﹛- annual IR calendar ﹛﹛﹛- shareholder database and targeting ﹛﹛﹛- communication tools for timely and accurate disclosure ﹛﹛﹛﹛﹞investor presentation ﹛﹛﹛﹛﹞annual reports/filings ﹛﹛﹛﹛﹞earnings announcements/press releases ﹛﹛﹛﹛﹞web site ﹛﹛﹛- crisis management (contingency plan) ﹛﹛﹛- work with individual investors ﹛﹛﹛- program evaluation 16:15pm Adjourn |