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Masterclass

Masterclass: Managing Institutional Investor Relationships at Scale

A company with 30 institutional holders can be managed from the CFO's phone. A company with 300 holders, 25 covering analysts and investors in Mumbai, Singapore, London and New York cannot. This masterclass is for CFOs, heads of corporate development, pre and post IPO founders and senior finance leaders who must turn investor relations into an operating system. It covers how to tier the institutional universe and design the IR team, how to build the investor CRM and ownership intelligence that tells you who is buying and selling, how to plan global roadshows and decide which investors get which format, how to keep one consistent equity story across hundreds of meetings without breaching SEBI LODR or insider trading rules, how to manage relationships through QIPs, block trades, index events and lock-in expiries, and how to measure the programme and report it to the board. Educational content only, built on Indian market practice.

Investor RelationsInstitutional InvestorsIR Operating ModelInvestor CRM and Ownership IntelligenceGlobal RoadshowsSEBI LODR Disclosure DisciplineCapital Market EventsIR Measurement and Board Reporting

MODULES

6

DURATION

~5 hrs

TRACK

Corporate Finance

What You'll Master

Why investor relations breaks as a shareholder base grows and how to tier holders, targets and influencers

How to design the IR team, its reporting lines, budget and relationship ownership across senior management

How to build an investor CRM and ownership intelligence from BENPOS, fund disclosures and flow data

How to plan a global roadshow season and match each investor tier to the right meeting format

How to keep one equity story consistent across hundreds of meetings without selective disclosure

How to manage institutional relationships through QIPs, block trades, index rebalances and lock-in expiries

How to measure an IR programme with KPIs that survive scrutiny and report it to the board

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: The Scale Problem

4 Lessons

Why IR Breaks at Scale: From 30 Investors to 30011 min read

Segmenting the Institutional Universe: Tiering Holders, Targets and Influencers12 min read

The IR Operating Model: Team Design, Reporting Lines and Budget12 min read

Coverage Models: Who Owns Which Relationship Across CEO, CFO, IR and Business Heads11 min read

Chapter 2: Intelligence and Data Infrastructure

4 Lessons

Building the Investor CRM: What to Capture After Every Interaction12 min read

Ownership Intelligence at Scale: Weekly BENPOS, Shareholder Identification and Fund Holdings12 min read

Reading Flow Signals: FPI Data, Mutual Fund Portfolio Disclosures and Block Activity12 min read

Managing the Sell Side Ecosystem: Coverage Breadth, Model Quality and Corporate Access11 min read

Chapter 3: Global Distribution

4 Lessons

Mapping the Global Pool: Singapore, Hong Kong, London, New York and the Gulf12 min read

Planning a Global Roadshow Season: Sequencing, Brokers and Cost Per Meeting12 min read

Conferences, Group Meetings and Virtual Access: Choosing the Format for Each Tier11 min read

Engaging Sovereign Wealth and Pension Funds: Long Horizons and Governance Scrutiny12 min read

Chapter 4: One Story, Many Mouths

4 Lessons

The Equity Story Architecture: Building the Message House11 min read

Disclosure Discipline Across Hundreds of Meetings: UPSI, Schedules and Recordings12 min read

Q and A Libraries, Fact Books and Presentations as Controlled Infrastructure11 min read

Training Spokespeople Beyond the CEO and CFO10 min read

Chapter 5: Relationships Through Capital Market Events

3 Lessons

Pre Marketing a Follow On: Wall Crossing, QIPs and Block Trades12 min read

Concentration Risk: When Five Institutions Own a Third of Your Float11 min read

Index Rebalances, Lock In Expiries and Promoter Selldowns12 min read

Chapter 6: Measurement and Board Oversight

4 Lessons

Closing the Loop: Structured Investor Feedback and Perception Studies11 min read

IR KPIs That Survive Scrutiny: Coverage, Target Conversion and Shareholder Quality12 min read

Reporting IR to the Board: The Quarterly Investor Dashboard11 min read

Capstone: Designing a Scaled IR Programme for a Newly Large Cap Company13 min read