In case you missed it, Dr. Erik Roelofsen, a researcher at the Rotterdam School of Management at Erasmus University, published an interesting study surveying over 400 sell-side and buy-side analysts and portfolio managers about their views and experience with one-on-one meetings with management. He reports that about 47% of investors and analysts say that they frequently receive material information in these one-on-one meetings. If this is at all accurate, this is an eye-opening result and reinforces the need for careful consideration of the timing, manner, ground rules and objectives of these sessions. Reports like this may also attract regulatory scrutiny.
