By Polly Pearson, Senior Vice President
5 Ways to Enhance Your Virtual Presence with Institutional Investors
In the coming quarter (and possibly quarters), the inability of your management team to travel during the pandemic should not derail your pending investor meetings and non-deal roadshow plans. Virtual non-deal roadshows offer an easy, high-ROI means of positioning your company with receptive institutional investors. In fact, this is a real-time need. Active investors are in the market looking for stories and opportunities while market volatility is still offering favorable valuations. Help them help you. Consider putting your company out there to offer virtual (on-line), face-to-face investor meetings to best connect active investors with your refreshed story. With virtual meetings, both sides of the interaction are guaranteed to be more engaged in what is said. Use this moment of attention to build deeper and “real” relationships with existing and prospective investors to introduce your refreshed story. Virtually.
Following are five tips to help you conduct virtual one-on-one investor meetings and NDRs.
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Investor Presentation,
Investor Relations Agency,
Investor Meetings,
Presentation Training,
Crisis Communications,
IRO,
Shareholder Communications,
Investor Relations,
Investor Relations Firm,
Corporate Communications
By Ryan Flaim, Senior Vice President
With most companies practicing social distancing, many management teams will be conducting this quarter’s earnings call remotely. For most, this will be a change from the typical in-office setting and it is important to think through logistics ahead of time to minimize disruption and allow management to remain focused on the important task of providing investors with a business update in the wake of COVID-19.
Following are 10 tips for executing an effective remote earnings call during this unprecedented time:
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Investor Presentation,
Investor Relations Agency,
Investor Meetings,
Presentation Training,
Crisis Communications,
IRO,
Shareholder Communications,
Investor Relations,
Investor Relations Firm,
Corporate Communications
By David Calusdian, President
Five Tips to Effectively Present to Investors on a Video Platform
Management teams of publicly held companies throughout the world are readying for a new phase of the corporate “new normal” in the COVID-19 world – the virtual non-deal roadshow. After the calendar Q1 reporting season ends, management and investors will be meeting via video platforms such as Zoom, Google Hangouts or Teams to discuss their companies’ prospects going forward.
In addition to figuring out the technological logistics that will allow management to tell their companies’ stories to investors in an online format, they will need to prepare to deliver corporate messages using a different medium than what they’ve been accustomed. There is an inherent difference between communicating face to face and through a video platform. In this blog, we provide five tips to help deliver a compelling story to investors during a virtual non-deal roadshow.
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Investor Presentation,
Investor Relations Agency,
Investor Meetings,
Presentation Training,
Crisis Communications,
IRO,
Shareholder Communications,
Investor Relations,
Investor Relations Firm,
Corporate Communications
By Maureen Wolff, Chief Executive Officer
5 Actions to Take to Earn Investor Trust and Confidence Through an Unprecedented Time
The world as we all know it has changed -- drastically and quickly. The COVID-19 pandemic has moved fast, stocks have fallen sharply, and investor focus has quickly shifted from offense to defense.
During times of instability like these, companies can earn a tremendous amount of equity and trust with their shareholders through open, transparent and proactive communications. While the decision on how to communicate through uncertain times is specific to each company’s situation, increased disclosure and transparency are usually the answer.
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Investor Presentation,
Investor Relations Agency,
Investor Meetings,
Presentation Training,
Crisis Communications,
IRO,
Shareholder Communications,
Investor Relations,
Investor Relations Firm,
Corporate Communications
By David Calusdian, President
The option to hold a solely virtual annual meeting has been with us for several years now, but we certainly will see a dramatic increase in the number of companies using these purely online events this coming proxy season. Broadridge’s virtualshareholdermeeting.com platform lists 140 virtual or “hybrid” (offering a virtual option to supplement the in-person meeting) events on its platform alone from now through the end of May. And we’ll be sure to see more of these events in the coming weeks as a result of the SEC’s new annual meeting guidance due to COVID-19 travel and gathering restrictions.
Below we have shared the SEC’s guidance around three major areas relating to annual meetings, including 1) changing the date, time and location of meetings; 2) holding virtual or hybrid annual meetings; and 3) providing flexibility regarding shareholder proposals. We have also included links to helpful resources, and proxy and news release examples relating to virtual or hybrid annual meetings. Of course, since state law governs the conduct of annual meetings, please refer to those corporate codes as well as any limitations provided by your stock exchange.
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Investor Relations Agency,
Investor Meetings,
Crisis Communications,
IRO,
Shareholder Communications,
Investor Relations,
Investor Relations Firm,
Corporate Communications
By Maureen Wolff, Chief Executive Officer
The fast-moving COVID-19 outbreak is presenting many unique challenges for companies around the globe as they determine how to best manage the business impact, protect their employees at large, and communicate an immense amount of information and change effectively with their employees, shareholders, customers, the media and more.
The following are 8 tips for business practices and communications with core stakeholders as you formulate policies in the wake of COVID-19.
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Investor Relations Agency,
Investor Meetings,
Crisis Communications,
IRO,
Shareholder Communications,
Investor Relations,
Investor Relations Firm,
Corporate Communications,
Employee Communications
Investor Days can be one of the most effective and cost-efficient activities in your IR program – but only if you’re prepared. Anyone who has worked “behind the scenes” of an investor day knows that it can be a logistical headache. You not only need to anticipate all the possible hiccups of hosting a live event, but handle the more substantive issues associated with telling your company’s story to a roomful of investors and analysts.
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Investor Day,
Analyst Day,
Investor Relations,
Investor Event Planning,
Event Planning
What makes Sharon Merrill Associates excel in the world of strategic communications? Trust. Experience. Resilience. Passion. Vision. Perspective. Partnerships. Take a look at our story and see how we leverage these qualities to help you build value.
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Succession Planning,
Investor Relations Agency,
Crisis Communications,
Investor Relations,
Corporate Communications
(to the tune of "Rudolph, the Red-Nosed Reindeer")
You know earnings and roadshows and bus tours are needed
And a conference list full of one-on-one meetings
But have you realized…
What investors now have top of mind?
This year’s main theme in IR
Are three letters we all know
And if you dare ignore them
Shareholders will say “Oh no!”
Environmental issues
Social cause proposals too
Good governance required
ESG is here for good!
Then when you go out to sell
Your company stock
You’ll be in great shape to show
The bottom line will surely grow!
So now you know for next year
Aim for sustainability
And to attract investors
Make a plan for ESG!
Dora Gonzalez is a Senior Associate at Sharon Merrill. She has extensive communications experience and works with clients on investor relations and public relations issues, including analyst and investor targeting, conference and investor day planning, internal communications, media relations planning and execution, digital communications, social media campaign strategies and corporate messaging.
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Holiday,
Investor Relations,
IR Trends,
ESG
After many months of data breach disclosures and sexual harassment scandals, of frustration about perceived pay inequality and insular boardrooms, the largest financial institutions in the world have finally had enough. Larry Fink, CEO of BlackRock, fired the first warning shot this year, when in January he issued his annual letter to CEOs, titled “A Sense of Purpose.” In the letter, Fink asked public companies not only to deliver increasing returns but to demonstrate how they make a “positive contribution to society.” And in March, the Council of Institutional Investors (CII), which represents 130 pension funds managing more than $3.5 trillion in assets, called for corporate boards to adopt stricter guidelines for executives violating sexual harassment codes.
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Strategic Messaging,
Corporate Governance,
Board of Directors,
Reputation Management,
Investor Relations,
Corporate Communications,
crisis communication plan,
crisis preparation,
Culture risk
