Communicating with Investors in Volatile Markets

USA

Markets are moving and investors, consultants, counterparties, fund advisors and the media have questions. How should investment managers keep investors and other external stakeholders informed? Join AIMA, ASC Advisors and Schulte Roth & Zabel for a practical conversation covering the key commercial, operational, regulatory and media considerations Heads of Investor Relations, COOs and CCOs must weigh.

Topics include:

  • Investor updates: format, frequency and substance
  • Communicating with prospects and consultants
  • Regulatory obligations and compliance tripwires
  • Service provider and fund director reporting
  • Considerations for private market strategies
  • Managing media enquiries
  • The importance of staff training

Speakers:

  • Peter D. Greene, Partner, Schulte Roth & Zabel LLP
  • Steve Bruce, Managing Partner, ASC Advisors

Moderator:

  • Michelle Noyes, Head of Americas, AIMA


In partnership with: