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.