Research related meetings are a prominent category for OE and always receive increased focus as II voting season approaches. OE meetings allow sell-side analysts to deliver more content to their
MiFID II – What’s a Smid to do?
As important regulatory changes unfold in Europe, how should small and mid-cap companies prepare?
While the legislation has been in the works for years, the sell-side community around the globe is now actively preparing for MiFID II, which will take effect in January 2018. These changes include how investment intermediaries that provide research and corporate access services are valued and compensated by the buy side, which could trigger-cost cutting and result in fewer investor conferences and non-deal roadshows. Be prepared to interweave video meetings into your IR strategy to ensure you can stay in front of investors not just in Europe, but also in the US and Asia.
“These new regulatory requirements originated in Europe. But MiFID will transform the entire global financial industry, impacting all financial organizations that have operations in European markets,” says Mark Loehr, OpenExchange’s CEO. ‘We have seen the challenges that face small and mid-cap (Smid) companies. Many don’t have the…