Issuer Meetings

This page lists all Issuers. Any Issuers added here that are marked as active will show in the 'Meetings Requests' question for investors.

Search

Search boxes allow you to filter the list by company name. This is a live JavaScript search that does not query the database, but just toggles display of issuers. Suitable for using as a filter before bulk Quick actions.

Quick Actions

• Download Schedules: Will generate and download the schedules of the selected issuers. If PDF is selected then a new slideout will open and generate each PDF individually through loops AJAX calls. When finished each PDF can be downloaded separately or together in a ZIP. If the evet has multiple days then there will be an option to filter by certain days.

• Email Schedules: Simple quick email for generating and sending schedules. This can be done for any number of issuers but will be sent only to the email address entered in the box. Useful for event managers who want all schedules sent to them so they can pass them on to reps or issuers. If the box is left blank then each issuer will have their schedules sent to their reps as they appear in their edit form.

List Controls

The following information and controls are present for each Investor in the list:

• Active Timeslots/ Assigned: Shows how many timeslots are active for the issuer (i.e. have been turned on by editing the issuer and setting them to active) and how many of them have been assigned as meetings

• Schedule links: Download PDF or XLS schedule for the issuer

• Archive: This will archive the issuer, which will also delete all active meetings it has. Archived issuers can be viewed in the archive and restored if needed, but their meetings will still be deleted

• Edit Host: Takes you to full edit form for the issuer, described below

Editing

• Name of the issuer. This will be automatically matches to the global companies database by name, meaning any issuer users on the guest list given the exact same company will be automatically match with this issuer

• Status: Attending issuers will show on the Meeting Requests reg page and in schedules. Pending will also show as normal but are highlighted in this list for reference. Cancelled issuers will show as such on schedules and ot appear on the Requests reg form.

• Show in Meetings Requests: A separate control for hiding or showing the issuer on the reg page

• Representative emails: Comma separate list of rep email addresses. This will be used for sending the schedules if sent from this page

• Representative name & and Representative phone number: For information purposes. Sometimes shown on schedules.

• Timeslots

  • Use timeslot: Controls whether the timeslot shows on the issuers meeting scheduler page

  • Lock timeslot: Will make sure that timeslot cannot have any more people removed or added to it

  • Generate Virtual Meeting: If connected to Webex or Zoom this will ping an API call when saved to make sure that timeslot and issuer has a meeting created for that slot

  • Attendee capacity: Sets how many investors can be included in this timeslot. Sometimes this is individual and sometimes it’s company based, depending on the client

  • Meeting Location: A location chosen from the locations list. Also used to provide external links for a meeting

  • Timeslot type: This is used if the client wants to include a timeslot in the schedule that isn’t a meeting but is just there for reference, such as the time they are doing a talk

  • Meeting language: Depending on the client, this sets what language the meeting should be in, to prevent anyone who speaks another language being autosorted into this schedule

  • Issuer timeslot notes: Add notes for this timeslot in the issuer schedule only

  • Investor timeslot notes: Add notes for this timeslot in the investor schedule only

• Additional Info

  • Approved: For reporting purposes only

  • Type: For reporting purposes only

  • Exclude unassigned requests from schedule: Controls whether this issuer will see unassigned requests on their schedule

  • Sector: Additional information that can be shown on the meeting request question or the issuer information page

  • Country: As above

  • Company Description: As above

  • Bloomberg Ticker: As above

  • Analyst level / Banker: As above

  • Analyst contact information: As above

  • Company presentation: A document that be uploaded to be visible to download on the issuer information page or on investor schedules

Meetings Manager

The meetings manager screen is basically identical for Investors and Issuers. On the left is displayed all their available timeslots. For issuers this is based on what timeslots have been set as Active. On the right shows all investors who have requested to meet with this issuer, along with the priority assigned to them, the priority they have placed the issuer as, as well as other information such as the investor language.

• Meetings are assigned by dragging and dropping the requests into a timeslot or clicking on the autosort button.

• Hovering over the time icon next to an investor will show you their available time. If you drag them into an unavailable time, an error will show.

• Basic controls to edit or view the issuer are present

• Each time meetings are saved there is an option to include an edit comment, that will be visible at the top of the page for others to view.

• The previously mentioned ‘unassigned comments’ box can be seen under each investor when they are in the unassigned position on the right hand side.

• Schedule preview and download buttons are available here to view the issuer’s individual or company’s schedules