-
Summary
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
S&P Global Market Intelligence
Omar Ortíz
Commercial Director, Investor Relations | LATAM
Omar Ortiz Virchis joined S&P Global in December 2021, where he is responsible for the Corporate segment in Mexico for the Market Intelligence division, he is in charge of offering solutions for different workflows within companies, from risk assessments to reports taylormade who assist in TCFD reporting.
Before joining S&P Global, he was Manager of Bonding and Promotion of Issuers at the Mexican Stock Exchange, where he was responsible for maintaining the relationship with more than 200 listed companies, in addition to coordinating the Value Added Services of the Mexican Stock Exchange Group, among which was the agenda of Environmental, Social and Governance (ESG) issues.
Omar Ortiz began his career at the Mexican Stock Exchange more than 9 years ago. He collaborated in different companies and areas within the BMV Group, such as INDEVAL, Information Products, Securities Listing, as well as for the Promotion of Issuers.
He gave personalized workshops to Boards of Directors and main directors of issuers for the implementation and improvement of ESG strategies; in addition to giving talks to collaborators of listed companies regarding the Mexican Stock Exchange, its relevance in the markets, Stock Market Financing and the benefits of being a Public Company.
Omar is Certified ESG Analyst (CESGA) by the European Society of Financial Analysts, he is also studying an MBA at ITAM; He is an Advisor in Investment Strategies and has a degree in Administration from the Universidad Aut6noma Metropolitana.
S&P Global Market Intelligence
Jonathan Hansen-Granger
Associate Director, Issuer Solutions Product
Jonathan Hansen-Granger is the Associate Director, Issuer Solutions Product at S&P Global. With over 15 years of FinTech experience, including a decade in product management, he partners directly with clients to translate their needs into market-shifting, AI-powered solutions. Currently, Jonathan leads product initiatives across S&P Global's Investor Relations product suite. He drives the development and strategy for flagship platforms including Script Insight, Capital Access, and ProntoNLP.
S&P Global Market Intelligence
Gabriella Baron
Research and Analysis Senior Associate Director
Gabriella Baron is Research and Analysis Senior Associate Director at S&P Global Market Intelligence
S&P Global Market Intelligence
Ashtyn Cox
Situational Analytics Associate
Ashtyn Cox is Situational Analytics Associate at S&P Global Market Intelligence
Questions?
Please contact us if you need more information or have trouble accessing the webinar.