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Conference Material Site sponsored by Ipreo  
Why Now?
Investor targeting is a fundamental skill for IR.
Actionable Takeaway Documents
  • White Paper: Value of a Data Driven Targeting Approach

Session Material
Attendee access, log-in required
Data Driven Targeting*
Tue - Jun, 5 | 1:45 pm - 3:00 pm
Location: 6C (Convention Center Level 6)
Category: IR Marketing/Outreach | Secondary Category: Investment Process

Learn to improve investor targeting by identifying those factors that primarily drive the buy and sell decisions of investors. Using back-tested quantitative models, IROs can develop a more accurate, data-driven approach that predicts investor trading decisions. The result is more effective outreach and more efficient use of management time.

We recommend a complement to session that you attend the Data Driven Targeting.

Moderator/Lead Speaker:
James Tickner, Head of Global Targeting
Thomson Reuters

Mary Coleman, Senior Director, Investor Relations & Corporate Communications
Savient Pharmaceuticals. Inc.

Mary Ellen Fukuhara, Investor Relations Program Manager
Starbucks Corporation

Leslie H. Kratcoski, Vice President, Investor Relations
Snap-on, Inc.

John Shave III, Vice President, Business Development & Corporate Communications
Safeguard Scientifics
    Learning Objectives:
  • Identify buy and sell decision factors
  • Better understand the investor targeting process and its benefits
  • Understand the investment process from the investor's perspective
* Draft description as of 6/28 3:51 pm, subject to change

Contact Tammy Dang ( with session inquiries.