Why Meetings Are Such an Important Part of the Investment Process

Published on Aug 29, 2017

Industry surveys consistently highlight the importance that Portfolio Managers (PMs) place on meeting with company management as part of their investment process and it is also the case that for the majority of PM’s the process of attending meetings and the related preparation can in many cases consume the majority of their working hours. In this whitepaper we look at why it is that meetings are considered such a necessity and also how PMs use the meetings to assess management.

Topics covered in this white paper:

  • Why Portfolio Managers place such importance on meeting with management.
  • Portfolio Managers preferred meeting structure.
  • Key characteristics that Portfolio Managers look for when assessing management.

About WeConvene

Established in 2012, WeConvene is the cloud-based meetings and events management and marketing platform that helps the capital markets community book better®. WeConvene makes the creation, distribution, marketing and execution of official meetings and events between analysts, corporates, investors, IR firms, expert networks and investment banks fast and easy, generating better outcomes including greater team efficiency, increased meeting attendance and enhanced client satisfaction. For more information please visit WeConvene.com. For a demo or sales introduction please click here to request now.

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