Primary responsibilities/essential functions:
▪ Plan, schedule and manage research trips, CG hosted conferences, industry expert events and partnered broker conferences.
▪ Understanding of companies, industry sectors/clusters to strategically prioritize and schedule programs.
▪ Strategic pre-trip planning customized to determine optimal target cities and companies based on company holdings, sector coverage and business objective(s).
▪ Drives the planning process, identifies purpose and goals of the program with senior business leaders, analyzes alternatives, makes recommendations to meet business objectives and measures meeting outcomes.
▪ Executes global meetings and events from concept to execution including schedule, format, venue management, audio/visual technology, attendee management, food and beverage, transportation, accommodations, staffing, and budget management.
▪ Selects, recommends, and negotiates all vendor and venue contracts, while considering costs, risks, and service outcomes.
▪ Manages and executes multi-channel projects that include audio visual, live experiential events, video production, social and digital customer journeys and the vendors that support these areas.
▪ Prioritizes and manages multiple meetings, timelines, stakeholders, partners and vendors to meet business needs.
▪ Manage attendee communication including pre-event marketing, invitations, registration and respond to event inquiries.
▪ Post event analysis, including issuing surveys, analyzing trends and evaluating meeting effectiveness (ROI). Establishes lessons learned to improve future meetings.
▪ Participate in special projects that benefit the operations of the department
▪ Oversee onsite attendees monitoring meeting attendance, attendee health/safety, live travel status and ground transportation.
▪ Manage response and communication around emergency health and safety situations including associate illness, injury, etc.
▪ Manage and maintain the CRM database, distribution lists and other investor-related databases.
▪ Build relationships with Company Investor Relations teams and have a broad understanding of their requirements (i.e., blackout periods).
Industry Best Practice Research
▪ Knowledge of assigned sector or country coverage to make recommendations for the best business and operational outcomes.
▪ Monitor industry trends, competitive landscape, social media, and device landscape to inform and inspire the development of new event experiences and activations.
▪ Stays informed of venues, market rates, and meeting planning execution best practices.