Tag Archives: investor meetings
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
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
Filed under Investor Relations, IPO
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
Filed under Investor Relations
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
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
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
Filed under Investor Relations, NIRI
Reading Body Language: The Investment Community’s New Secret Weapon
“Lie to Me.” The name of the prime time drama on Fox is a challenge. “Go ahead. I dare you to try to pull one over on me.” The show’s protagonist, played by Tim Roth, is an expert in detecting … Continue reading
Filed under Crisis Communications, Presentation Training
The Age of Diminished Sell-Side Research
Sell-side research has undergone profound structural changes during the past decade with far-reaching implications affecting the quality of the research and how research is generated, sold and compensated. Decimalization, Regulation FD, unbundling of trading from research and the hedge fund … Continue reading
Filed under Sell-side Research
Getting Ready for the IPO: 10 Investor Relations “To Do” Items Before the Pricing
For months leading up to your S-1 filing, you probably have been singularly focused on creating that massive tome. You have spent significantly more time with your lawyers and auditors than with your own family — and you cannot even … Continue reading
A Wolf in Sheep’s Clothing – a Hedge Fund Cloaked within a Traditional Investment Manager
Did you ever wonder who is sitting across the table from you at investor meetings? Would you be surprised to know that hedge fund investors could be sitting right along-side traditional long-only investors? Continue reading
Filed under Investor Relations, Roadshow Planning
