2.5 Mastering Share Sourcing and Sales: Strategies for Effective Employee Share Plans
Setting up an employee share plan involves crucial decisions about sourcing shares and managing sales effectively. Join Ghal and Tom from EQ's Corporate Dealing team, Ben McCarthy from Linklaters and Rob Lyons from M&S as they share their extensive experience in this area. They’ll cover current trends in sourcing shares, looking at new issue or market purchase, along with key considerations for an issuer and their finance team. Discover strategies for hedging, managing large share sales and using the Employee Benefit Trust to your advantage. There will be focus on the recent changes to dilution limits in the Investment Association’s Principles of Remuneration.
KEY LEARNINGS:
- Learn strategies for sourcing shares, planning in advance for your share plan vesting whilst managing headroom and dilution limits.
- Understand how an issuer can use various approaches across their share plan grants to keep their finance team and employees happy.
- Discover effective liquidity management techniques to ensure an orderly market at vesting.