Category Archives: Investor Relations

What makes for an effective investor presentation? [Video]

By David Calusdian, Executive Vice President & Partner We’ve all seen bad investor presentations at various conferences. But what makes them bad? The purpose of an investor presentation is to convey the company’s investment thesis. If the presentation does not … Continue reading

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Filed under Investor Presentation, Investor Relations

Developing an Investor Relations Program for an IPO Company [Video]

By Maureen Wolff, President and Partner Companies planning to go public need to be able to hit the ground running on the day of the IPO pricing with an investor relations program.  In order to prepare, Sharon Merrill President and … Continue reading

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Filed under Investor Relations, IPO

What’s In/What’s Out for Investor Relations in 2012

By Jim Buckley, Executive Vice President & Partner To kick off the New Year, we decided to renew an old Sharon Merrill tradition and take a lighthearted look at what’s in and what’s out in investor relations and related areas … Continue reading

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Is Your Investor Relations Plan Fit? Consider These 5 Steps.

By Dennis Walsh, Senior Consultant & Director of Social Media As another year comes to a close, two things are probably on every IRO’s mind: New Year’s resolutions and next year’s investor relations plan.  Every year, one of the most … Continue reading

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Five Crisis Communication Plan Essentials

Focus on Planning, not the Plan, for Successful Crisis Communications Continue reading

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How Do I Know You’re Lying? Your Body Told Me So.

5 Useful Tips for Reading Body Language in a Business Environment By Dennis Walsh, Senior Consultant & Director of Social Media at Sharon Merrill In business, people aren’t always completely honest. I know…stop the presses! As investor relations professionals, we … Continue reading

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Filed under Interviews, Investor Days, Investor Presentation, Investor Relations, Media Relations, NIRI, Presentation Training, Roadshow Planning

Form 13Fs – Things that Could Have Been Brought to My Attention Yesterday!

By Dennis Walsh, Senior Consultant & Director of Social Media It’s that time of the year again.  Four times a year, institutional investors that hold more than $100 million in assets under management are required to file a Form 13F … Continue reading

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Filed under Investor Relations, Roadshow Planning, SEC, Shareholder Surveillance

What Makes for a Successful Investor Relations Program?

By Dennis Walsh, Senior Consultant & Director of Social Media In many of the StreetScope® perception audits we conduct, we often inquire about what makes a successful investor relations program.  Is the Street satisfied with the level of outreach?  Is … Continue reading

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Investor Relations: How May I Serve You?

“View from the C-Suite: What Management Wants from Investor Relations” was the theme for NIRI Boston’s April event.  For a chance to listen to a panel of C-level executives speak candidly to a room full of investor relations professionals, I … Continue reading

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Wall Street Wonderland

Opening bell rings, are you list’nin?  The market soars, most stocks are glist’nin’ A beautiful sight, We’ll all be richer tonight. Walking in a Wall Street wonderland.             Gone away is the recession, Here to … Continue reading

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