Investment meetings are vital because this is where mapping and realizing goals unfolds. In meetings, the strategies are established, people are assigned their tasks and responsibilities, and most importantly, decisions are made. Thus, investment meeting should be taken seriously and be carried out as effectively as possible.

1. Guide to an effective investment meeting
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Investment meetings are vital because this is where mapping and realizing goals unfolds. In meetings, the
strategies are established, people are assigned their tasks and responsibilities, and most importantly,
decisions are made. Thus, investment meeting should be taken seriously and be carried out as effectively
as possible.
While every investment meeting varies from another, there are various principles that can be adapted to a
surely effective meeting. An effective meeting refers to well-planned and balanced investor relations
activities and agendas, sound decision-making, and maximized time. Here are a few tips that will ensure a
productive investment meeting that will deliver the desired results.
Establish Agendas
Defining the goals and agendas of your meeting is very important. In the first place, it is the very reason
why a meeting should be arranged. To identify the goals, you must first take note of the outcomes you want
to achieve. These can include increasing visibility, expanding shareholder base, or increasing sell-side
reach. These goals shall be specific during the meeting. There is a greater chance that you will never
digress from what you are supposed to discuss in the meeting if the goals and agendas are clear as glass.
Maximize The Time
You do not need to be in a meeting for more than an hour. You can keep the meeting short as long as
every minute is productive and not wasted. This means that before holding the conference, you should
have already allotted the time you are about to spend for every important thing that needs to be tackled.
You, and the other parties, surely have many demands on time, but you can save time only if you know
how to maximize it. To effectively realize this, you can already create an outline of topics or subtopics that

2. needs to be discussed so the flow of the meeting would be smooth and directed only to the relevant
concerns.
Build Relationships
Make time for the important people you have to deal with including both the sell-side and the buy-side. You
may meet and talk with them separately, but be sure that whilst all the meetings are about ‘business’, you
are establishing and cultivating your relationship with them. Remember that they can be very useful not
only for your present goals and agendas, but also for the future of your company. A little ice breaker and
off-topic conversation with them will not hurt the entire productivity of the meeting. Open up to them,
because that is the only way they can trust you and them eventually promote you to other potential clients
and partners.
Stick To The Agendas
Stick to the plan, to your goals, and agendas. If you have fully maximized and allocated the time you have
to spend for the investment meeting, resist the sudden temptation to give in new and surprising requests or
deals that are actually off the agenda. While every deal might sound interesting and promising, you can
always have the time to think about it first. Do not hasten, remember what the meeting should only be
about.
Meetings might be always a little exhausting and boring. But they are crucial especially in investor
relations. So, when conducting meetings, do it the way you should do a business you want to grow:
thorough, organized, and goal-oriented.