What is a roadshow presentation?
A roadshow presentation takes place over a series of in-person meetings held between the management team of a corporation seeking to raise money and the institutional investorsBuy-SideInstitutional asset managers, known as the Buy Side offer a wide range of jobs including private equity, portfolio management, research. Learn about the job considering the investment opportunity.
How does a roadshow work?
After the corporate issuerCorporateThe "Corporates" section of our interactive Career Map will tell you about salaries, skills, personalities, courses you need to work at a corporate issuer files a preliminary prospectus, underwriters often arrange one or more meetings between the issuer’s senior management and institutional investors and brokers to discuss the offering. These meetings are called a roadshow.
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Benefits of a roadshow
Roadshows are a valuable tool for building the order book and assisting underwritersInvestment BankingInvestment banking is the division of a bank or financial institution that serves governments, corporations, and institutions by providing underwriting and mergers and acquisitions (M&A) advisory services. in appropriately pricing a marketed offering. They allow for the management of the corporation to meet many of their largest potential investors in a short amount of time and give them a compelling presentation on why they should invest.
Guidelines for investment bankers
While investment bankersInvestment Banking Career PathInvestment banking career guide - plan your IB career path. Learn about investment banking salaries, how to get hired, and what to do after a career in IB. The investment banking division (IBD) helps governments, corporations, and institutions raise capital and complete mergers and acquisitions (M&A). typically attend roadshows, the issuer’s management team should have primary responsibility for preparing any written roadshow materials for delivering the roadshow presentation and for answering any questions from institutional investors and brokers. It may be prudent to engage assistance from a professional roadshow consultant and legal counsel in preparing roadshow materials.
Equity researchEquity Research OverviewEquity research professionals are responsible for producing analysis, recommendations, and reports on investment opportunities that investment banks, institutions, or their clients may be interested in. The Equity Research Division is a group of analysts and associates. This equity research overview guide analysts cannot participate in a roadshow and are not permitted to assist in the preparation of roadshow presentation materials.
Management presentations
Management roadshow presentations should be consistent in all material respects with the information contained in the preliminary prospectus and other public sources. Any written roadshow materials should be prepared by the issuer’s management and be reviewed by the issuer’s and underwriters’ legal counsel.
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