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Webinar – Think like an analyst: How to manage coverage in today’s environment


In partnership with

Visible Alpha

Wednesday, November 15, 2023
8.00 am PT / 11.00 am ET / 4.00 pm GMT / 5.00 pm CET
Duration: 45 minutes

View on-demand

Sell-side analysts can amplify your company story if they choose to initiate coverage on your company. With fewer analysts covering an increasing number of companies, however, it is increasingly difficult for IR teams to boost their coverage and improve their visibility and communication among the buy side.

Furthermore, reduced bandwidth on the sell side coupled with uncertain market conditions has resulted in more divergence in analyst forecasts and increased variance in quality of output.

IR has an important responsibility to increase the number of analysts telling the company story and to assist the sell side in producing accurate and high-quality research on the company.

In this webinar, we explore how sell-side analysts think, how they build their models and, ultimately, what shapes their views on a company’s prospects to better understand how IR teams can work with research providers to improve outcomes.

Sign up to this webinar to learn:

  • How analysts develop their views on a company’s prospects through their models and the challenges firms face
  • How to use this knowledge to encourage the sell side to initiate coverage on the company and increase your IR team’s reach
  • How to use a deeper understanding of analyst models to inform better conversations, provide additional disclosures and adapt your message
  • How to anticipate investor reactions and drive change within your organization’s strategy.

Speakers include:

Laurie Havelock

Moderator: Laurie Havelock, editor-at-large, IR Magazine

Andrew Cooper Andrew Cooper, vice president, healthcare equity research, Raymond James 
Giuseppe Montefinese


Giuseppe Montefinese, manager, contributor relations - US, Visible Alpha


Peggy Reilly Tharp

Peggy Reilly Tharp, vice president, global investor relations, ICL Group

Jason Schmidt


Jason Schmidt, VP, investor relations, Upstart

View on-demand

Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 45 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.

NIRI Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at

IR Magazine has partnered with Visible Alpha to deliver you this webinar. IR Magazine and Visible Alpha will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the ‘unsubscribe’ link in any email from us or Visible Alpha. Your data will be processed in accordance with IR

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