Hello Monkeys,
Could someone shed some light on how to go about conducting a call with an expert to do two things - do a deeper dive into subsectors, secular growth trend in the sector and learn about technology / capacity / capabilities that puts a company ahead of its peers?
More specifically, how do you come up with a list of experts, screen them, arrange time / location, and payment for their time (method/amount)?
Thank you all in advance!
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Just want to add that Jim Valentine's book contains some sections on this. Curious on what experienced users have to say
Not sure about how to DIY these, but typically the expert call services (Guidepoint, GLG, Alphasights) would handle all of these things -- my firm was not interested in setting up expert calls outside of compliance so 100% of our 1x1 calls were set up this way.
Otherwise, sellside analysts at the brokers typically set up some group calls.
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