Back to the Learning Academy.

Leaving a Trail for Investors to Find You Part 6 - Preparing For Investor Meetings

Investor meetings are an integral part of your investor relations program and take time, effort, and resources. Preparation and follow-up are imperative to ensure you maximize the ROI from investor meetings. We've outlined several best practices to conduct both virtual and in-person investor meetings using perspectives from institutional investors and family offices.

Click here to watch an interview we recorded with Brian Madden, Senior Vice President & Portfolio Manager at Goodreid Investment Counsel on what his team expects from their meetings with issuers.

Preparing For Investor Meetings

Related Articles

The Power of Investor Relations: What the TSX30 Companies Are Doing Right

Ranking on the TSX30™ is a prestigious recognition that highlights a company's financial excellence and robust business strategy. We asked a few of the 2025 top-performing companies to share with us how their investor relations (IR) program contributed to their success. A strong IR program is built on a foundation of consistent, transparent communication and a proactive approach to engagement. The companies’ responses highlight three key themes that contributed to their success: strategic storytelling, proactive engagement, and valuable market intelligence.

Why Your Website Needs a Stock Quote

By centralizing your IR information such as stock quotes, financials, press releases, and regulatory filings, you provide investors with easy access to accurate and timely insights.