Yesterday afternoon I presented a workshop entitled, “Giving Life to Your Investor Relations Presentation. . . and Your CEO” at the National Investor Relations Institute’s Annual Conference. We’ve all seen bad investor relations presentations. But what makes them bad? The purpose of an investor presentation is to convey the company’s “story,” which is essentially its investment thesis. If the presentation does not succeed in articulating the investment thesis in a memorable way, it has failed.
So how do we ensure good presentation slides -- and success? Here are a few tips:
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Investor Presentation,
Investor Relations Agency,
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NIRI,
Shareholder Communications,
Investor Relations,
Investor Relations Firm
On Monday evening, the Sharon Merrill Associates team attended the 2010 Bell Ringer Awards, sponsored by The Publicity Club of New England. The Bell Ringer Awards recognize and honor excellence and achievement in the communications and public relations professions. The awards are often hailed as the “Oscars” of PR/IR in New England and the club’s board always organizes a high-quality event. We are proud to announce that Sharon Merrill Associates was presented two prestigious awards, one for its Investor Relations Program and another for this blog, The Podium.
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Bell Ringer Awards,
IR Program Planning,
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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 begin to imagine a time when you won’t be spending every waking moment with your bankers. So now that you’ve left the long nights (and great food spreads) at the financial printers behind, it’s time to focus on investor relations. You need to hit the ground running with IR as soon as your company prices its offering, so here are 10 “to do” items before then:
1) Develop your IR website. The IR website must be ready to go live on the day of your IPO pricing. It is most cost-effective to hire an IR website hosting provider, which will develop your site and aggregate content such as news releases, SEC filings and stock data. You also need to prepare additional content for your site such as “Frequently asked Questions,” management biographies and fact sheets. Your website is arguably the most important vehicle you will have to communicate with investors, so make sure it has everything that investors need and expect.
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IR Program Planning,
Targeting,
Board Communications,
Investor Relations Agency,
Investor Meetings,
Presentation Training,
IR Website,
Guidance,
Sell-side Coverage,
Disclosure Policy,
IRO,
IPO,
Shareholder Communications,
Investor Relations,
Investor Relations Firm
On behalf of the entire Sharon Merrill Associates team, I would like to wish all of The Podium’s readers a happy holiday season! Thank you for supporting our blog.
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Holiday,
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