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Programming Framework
IPO Institute Accreditation Syllabus based on Key IPO Milestones provides skeleton for broader framework to be fleshed out across three tracks:
- Issuers: New Offerings.
- Valuations.
- Trading.
- Investors: Allocating Capital.
- When, Where, Why?
- Learning: Trends & Innovation.
- Step by step.
- New structures.
Accreditation Syllabus
KEY IPO MILESTONES
- Preparation
Gathering financial information, assessing the company’s readiness and market conditions, selecting underwriters and legal advisors. - Filing with SEC
Preparing and submitting a registration statement to the SEC, including the company’s financial statements and business plan. - Due Diligence
An intensive review of the company’s finances, operations, and legal compliance by underwriters and SEC. - 路演
Meeting with potential investors to market the company and its stock offering. - Pricing
Determining the offering price and number of shares to be sold. - Allotment and distribution
Allocating shares to investors and arranging for the distribution of shares. - Trading
Commencing trading of the company’s stock on a stock exchange. - Post-IPO
Continuously communicating with shareholders, complying with securities laws and regulations, and reporting financial results.
Suggested ‘Syllabus Tie-in’ Topics for Speakers / Panels / Workshops
- Capital Raising & Investor Engagement
- IPO Pricing & Underwriting
- ‘Meet the Issuers” Roundtable
- Expectations a& Reality
- Problems Overcome
- Who You Need/Want by your side
- “Meet the Allocators” Roundtable
- Failures & Successes
- What They Look For / How they choose
- Tomorrows Unicorns Today
- The Decision to IPO
- The IPO Myth: “Expensive, Risky, Inefficient”
- The Need for Democratization / Join the Club / Public Markets Revolution
- The IPO Process
- The IPO Playbook
- Structure and legal path
- Financials and registration
- Post registration
- Post IPO