Tag 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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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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A Curious Tale from the Annals of Shareholder Activism

By Maureen Wolff, President and Partner Nothing has more power to change a boardroom’s dynamics than the election of dissident directors – especially when they arrive as a twosome. I had the honor of moderating a panel discussion on shareholder … 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

Reputation Management for The Great Pumpkin

A Halloween Lesson with Apologies to Charles M. Schulz By David Calusdian, Executive Vice President & Partner Year in and year out, Linus sits in the neighborhood pumpkin patch trying to impress Charlie Brown’s little sister Sally with a personal … Continue reading

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Media Training: Preparing your CEO for a Successful Interview

By David Calusdian, Executive Vice President & Partner I recently spoke at the NIRI Fundamentals of IR Seminar on “Media and Communications,” and the part of the presentation that generated the most discussion was on how to conduct “media training” … Continue reading

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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