[WEBINAR] Accessing the U.S. Retail Audience: A 'Blue Sky' Opportunity
-
Upload
tmx-equicom -
Category
Business
-
view
284 -
download
5
description
Transcript of [WEBINAR] Accessing the U.S. Retail Audience: A 'Blue Sky' Opportunity
ACCESS THE U.S RETAIL AUDIENCE: THE BLUE SKY OPPORTUNITY
1
AGENDA/
INTRODUCTIONPANEL DISCUSSION
Q&A
3
INTRODUCTION/
4
WHAT WE HEAR/
2.
WHAT’S THEMOST EFFECTIVE
WAY TO GET EXPOSURE?
1.
IS IT WORTH MY TIME & MONEYTO MARKET TO THE U.S. RETAIL
AUDIENCE?
|5
6
IS IT WORTH MY TIME AND MONEY TO MARKET
TO THE U.S. RETAIL AUDIENCE?
1
|7
WHAT IS THE MOST EFFECTIVE WAY TO GET
EXPOSURE IN THE U.S.?
2
|8
BUT SHOULD WE?
WE CAN REACH U.S. RETAIL…
|9
10
BLUE SKY/
NASDAQ AMEX NYSE
AUTOMATICALLY QUALIFY IN ALL 50 STATES
11
WHY?
CANADIAN COMPANIES NEED EXEMPTIONS/
IMPORTANT QUESTIONS/
WHAT ARE RETAIL
INVESTORS INTERESTED
IN?
TSX OR TSXV?
IS BLUE SKY
ENOUGH?
BEST WAYTO REACHRETAIL?
INVESTMENT ATTRIBUTES?
PANELISTS/
14
PANELIST/
DARRELL THOMPSON
|15
REGISTERED REPRESENTATIVEMACQUARIE PRIVATE WEALTH/
PANELIST/
DAVID STYFCO
|16
REGISTERED REPRESENTATIVEAEGIS CAPITAL/
PANELIST/
DALE KANZLER
|17
REGISTERED REPRESENTATIVEOCCIDENTAL MARKETING GROUP/
PANEL Q&A/
18
|19
Do you have discretion over your clients’ portfolios, or a % of their
portfolios?
PANEL/
1
|20
What % of client portfolio are in stocks? What’s your
market cap range?
PANEL/
2
|21
Do you consider TSX and/or TSX-V listed companies? Do you have compliance requirements?
PANEL/
3
|22
Is Blue Sky enough for U.S. brokers to invest and trade for
their clients only listed in Canada?
PANEL/
4
|23
Are brokers satisfied with OTCQX & OTCBB listings? Are
their compliance issuers?
PANEL/
5
|24
Where or how do you find your ideas? What do you like in a
pitch & what resonates with you?
PANEL/
6
|25
Do you rely on equity research? Does coverage make a
difference for you?
PANEL/
7
|26
What’s the most effective way to access U.S. retail audience?
PANEL/
8
Q&A/
27
28
CONCLUSIONTHANK YOU FOR YOUR TIME/
WWW.TMXEQUICOM.COMWWW.IRMATTERS.COM
@TMX_EQUICOM
MICHAEL MOORE,[email protected]