Investment Opportunity Profiling (Part Two)

  • The webinar build on the tools developed in Part I. The session focused on understanding how investment opportunities – once market and financial appraisals have been completed – are best marketed and distributed. The session also covered three of the four Ps of marketing; Product, Place and Promotion.
  • Key topics covered during this course:
    • Packaging the investment opportunity – from one page profiles to full package.
    • Understanding and identifying target audiences and best channels for distribution.
    • Overview of designing an investor outreach program.
    • Key account management in IPAs for IPROs.
    • Marketing techniques for profiles in the times of Covid-19.

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