Q2'24 Inside The Buy-Side® Earnings Primer®

Virtual Investor Day

“What does a best-in-class investor day now look like?”, “What should be the focus given the accelerated timeframe?” and “How do I keep investors engaged virtually?”

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SEC 13F Proposal

The IR community has been swift to condemn and “strenuously oppose this proposed rule change” and has urged IR professionals to share concerns by sending comment letters to the SEC. While these views are clear, we wanted to better understand investor sentiment, particularly those that would be impacted by the proposed threshold.

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