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Best Practices For Conference Preparation

Attending, and hosting, conferences is a regular occurrence in this industry, and with so many meeting and such little time, it’s important to make sure they’re as efficient as possible, both for those presenting and those in the audience.

Ipreo’s latest Case Study delves into shareholder analytics to determine how to efficiently optimize conference attendance and preparation so that everyone gets the most out of them.

Among the topics covered in this cast study about utilizing shareholder analytics to maximize your team’s meetings:

  • How do you coordinate with a shareholder targeting specialist to ensure your team is meeting with the best investors?
  • Do you know the key metrics and drivers of the investors you’re meeting with?
  • Is your team properly prepared for each investor meeting?


As this event was one of the largest conferences the client attends each year, the team was also concerned about providing management with a simple conference briefing book that succinctly summarized each investor meeting with the most critical quantitative and qualitative information.

Read the Ipreo Special Report: Best Practices For Conference Preparation

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