Why Meetings Are Such an Important Part of the Investment Process | WeConvene

Why Meetings Are Such an Important Part of the Investment Process

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

WeConvene is an event management and marketing platform for the capital markets community. WeConvene is focused on making the creation, distribution, marketing and execution of meetings between Analysts, Corporates, Investors, IR firms, Expert Networks and Investment Banks - efficient, easy and economically viable. Our global platform automates the mundane and labor intensive aspects of event management, marketing, discovery and booking so that valuable resources can win time back in their day and focus on value creating activities or just lead better lives. For a demo or sales introduction please click here to chat with us now.

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