Building U.S. Exposure

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Building U.S. Exposure

description

It’s a fact: 40% of trading on the TSX comes from outside of Canada. Check out this TMX Equicom webinar to learn how to:• Connect with key U.S. decision makers on both the buy- and sell-side• Attract their attention and stay on their radar• Build a sustainable program; and• Enhance market demand

Transcript of Building U.S. Exposure

Page 1: Building U.S. Exposure

Building U.S. Exposure

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What we hear

No one understands

my storyI am

undervalued

I can’t find buyers

I need access to more capital

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$11 trillion in mutual fund assets

48% of global AUM

Canada = 2% of global mutual funds

U.S. Capital Markets

The world’s largest pool of capital is next door

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Accessing the U.S.

Where do I start?

When is the right time to start?

Who do I call?

How much time will this take?

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U.S. investors are active here

of all trading on the TSX is international

%40billion

$285of trading comes from the U.S.

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What kind of profile do you have south of the border?

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Attracting investment

SELLside

BUYSIDE

IR consultants

ISSUER

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Specialization

general industry coverage niche specific

general industry coverage drill down specific

generalists industry specific

resources & everything else generalists, industry specific

& niche specific

Bankers

Analysts

Sales

Buy side

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Retail brokers cannot proactively solicit clients to invest

Requires Blue Sky statute eligibility

S&P Corporation Records program

• 38 States, excluding CA and NY

What about retail?

•Social media•Traditional media channels

Ground upstrategy

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Financial centers

San Francisco

Montreal

CalgaryVancouver

New York

BostonToronto

Chicago

Los Angeles

Minneapolis

Denver

MiamiHouston

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Noel BrownManaging Director of Healthcare Investment Banking

Alger BoyerManaging Director of Institutional Sales & Trading

Jeff HooPrincipal, Lead Micro-cap Portfolio Manager and Senior Analyst

Panelists

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How does the process of building your profile in the U.S. capital markets begin?

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What is the most effective way for a Canadian issuer to gain the attention of U.S. investors?

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When does it make sense for an issuer to try to gain the attention of U.S. investors?

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What are the typical liquidity and market cap levels a U.S. investor needs to see for an

investment consideration?

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Is a U.S. listing the answer to a Canadian issuers problems?

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Is it possible to gain research coverage from a U.S. analyst without that listing?

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How does the buy side differ in the U.S. versus Canada? Should I tailor my story to

the U.S. audience?

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Questions?

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Thank you!