Managing effective debt Investor Relations

A three days course that provides IR managers with a solid understanding on the best practices in debt management, debt reporting, and investor relations


Virtual Classroom. 18, 19 and 20 April 2023
Delivery schedule from 9:15am to 1:00pm CET



Background

The course, held by seasoned debt IROs, provides IR managers with a solid understanding on the best practices in debt management, debt reporting, and investor relations, with the aim to support debt management operations and improve private debt transparency.

Besides providing a comprehensive overview of bond markets, the course will particularly focus on the role of rating agencies, investors expectations and on the most effective ways to deliver a debt IR programme. 

 The hands-on approach and practical group exercises are an essential part of the programme and will proactively involve delegates in the definition of a debt IR presentation and of a solid stakeholders engagement plan.


Objectives

Several key outcomes can be expected from this course. Delegates will be exposed to learning:

 • How to set up a debt IR office
 • How to identify internal and external stakeholders and bondholders and how to engage with them
 • How to draft an effective Investors presentation
 • How to liaise with the ratings agency 

This 3-half day training course will be complemented with some groupworks, led by Academy experts.


Who should attend

This training programme is addressed to: 

 • New IROs with responsibility on debt IR
 • CFOs interested in debt IR programmes
 • Treasury officers


Our faculty

Nicolas Kuepfer - IR Expert 

Filippo Annunziata – ProfessorBocconi University


Methodology

Learning tools
The workshop will take place on the Zoom platform. 

Learning material
The course material will be provided to the delegates in pdf format the day after the course has taken place. 

Certificate of attendance
The certificate of attendance will be sent in digital format after the end of the course.