Latin America IR Playbook: Proven Strategies for Investor Targeting, Engagement & Measurement

Investor Relations teams across Latin America face a common challenge: the ambition to build a broader, more diversified investor base against ownership structures that keep float structurally thin. This session, “Latin America IR Playbook: Proven Strategies for Investor Targeting, Engagement & Measurement,” will explore how leading IR teams in the U.S. and Europe approach investor targeting, engagement, and measurement—and which of those practices can translate effectively to issuers in the region.

Join S&P Global specialists for practical insights on identifying the right investors when liquidity is limited, running day-to-day investor engagement more efficiently with CRM and AI, and measuring whether those efforts are working.

Key Takeaways

- Learn how leading Investor Relations teams identify, prioritize, and engage the right investors to support liquidity and capital attraction goals.

- Discover best practices for improving workflow efficiency through CRM tools, automation, AI, and structured IR processes.

- Understand how to measure the effectiveness of IR activities, capture investor feedback, and demonstrate value to executive leadership and stakeholders

Speakers

Omar Ortiz (Moderator)

Commercial Director, Investor Relations | LATAM
S&P Global Market Intelligence

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Jonathan Hansen-Granger

Associate Director, Issuer Solutions Product
S&P Global Market Intelligence

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Gabriella Baron

Research and Analysis Senior Associate Director
S&P Global Market Intelligence

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Ashtyn Cox

Situational Analytics Associate
S&P Global Market Intelligence