Disclosing interview with coverage company?
My bank has a policy that you need to disclose interviews with companies your analyst covers (compliance/disclosures/etc).
How should I approach this? Ive been with my analyst 3 years so has to be somewhat expected I’m looking, it just feels weird to volunteer that. In theory I can tell DOR and it’s that, but I have to think they tell analyst, no? And my analyst glosses over some stuff but I feel like she’d notice a new disclosure in her reports…
Imagining cover asset managers and you wanna go to the buy-side ... ...
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