Proxy season runs April–June for most calendar-year companies. What IR teams need to do before the AGM — shareholder outreach, vote solicitation, and governance engagement.
The definitive guide to roadshows in investor relations — deal roadshows vs. NDRs, how they work, who attends, and how technology has changed roadshow execution.
The capital markets technology landscape for IR and corporate access professionals in 2026 — key categories, platforms, and how to build a stack that works.
Understand when investor relations outsourcing adds value — and when it doesn’t — for public companies evaluating external IR agency or advisory support.
Manage capital markets events — investor days, analyst days, and site visits — with a logistics framework covering scheduling, content, access control, and follow-through.
Run effective virtual roadshows with best practices for technology setup, investor engagement, scheduling logistics, and follow-through that match in-person quality.
Build an effective investor targeting program for small and mid-cap companies using 13F data, peer analysis, and systematic outreach through the right IR channels.
Build an earnings season IR calendar that covers quiet period management, earnings call logistics, NDR windows, and post-earnings investor follow-up.
Evaluate investor meeting management software on scheduling automation, buy-side access control, CRM integration, and analytics purpose-built for IR teams.
Build an effective IR technology stack with the right tools for scheduling, CRM, surveillance, targeting, and analytics. A practical guide for IROs.
