What a Non-Deal Roadshow Is, and What It’s Not A non-deal roadshow (NDR) is a series of investor meetings held by a public company’s management
Meeting Management Is a Workflow Problem, Not a Calendar Problem Investor meeting management covers the full chain from request to follow-up: intake, approval, scheduling, preparation,
What a Corporate-Access Desk Is, and Isn’t A corporate-access desk is a coordination and relationship-management function that matches public-company executives with investors for meetings, calls,
Why Gut-Feel Targeting Breaks Down as IR Programs Scale Gut-feel targeting fails at scale because activity gets mistaken for interest, and IR teams end up
Why IR Software Should Be Evaluated as an Access Operating System, Not a Contact Database Investor relations software should be evaluated across seven interconnected workflow
What Is a Roadshow? Definition and Purpose A roadshow is a structured series of face-to-face or virtual meetings between company management and current or prospective
Why Conference Scheduling Discipline Matters More Post-MiFID II Conference seats have grown scarcer and more contested since MiFID II reshaped how corporate access is paid
MiFID II’s Legacy: The Unbundling Era That Reshaped Corporate Access (2018-2023) MiFID II’s research unbundling rules, in force since January 2018, forced European investment firms
Why a Checklist Beats a Strategy Memo for Earnings Call Prep An earnings call checklist works because it treats preparation as a coordination problem, not
NDRs as a Capital-Allocation Decision, Not a Travel Calendar A non-deal roadshow allocates a company’s scarcest resource, senior management time, toward specific investors and markets.
