After one of the most volatile trading days on the U.S. bull market’s 11th anniversary, it’s important to take a step back and understand just where we are in the market today. This morning, the S&P 500 opened down 6%,...
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Investor targeting strategies are changing — and changing fast. The impact of new regulations, new technologies, and new shareholder demands are creating a dramatic shift in the way the buy side and sell side interact. IROs can no longer rely...
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If you’ve found yourself wondering how to navigate your IR strategy into the new decade, you’re not alone. Many IROs are dragging their feet on bringing new, no longer radical solutions into their IR programs to address unchangeable trends. With...
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Investor Days are expensive, they are a heavy lift in terms of time, and depending on the date, it’s tough to get investors to show up, stay, and stay off their phones. Here’s why we still believe it is the...
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Even if your Investor Relations (IR) budget is not as big as the New York Yankees payroll, you can accomplish a great deal. Just follow these simple, common-sense steps. As a former Investor Relations Officer (IRO), my Investor Relations (IR)...
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If your organization has recently completed, or is planning to complete, a large acquisition or merger, then hosting an investor day to share the details of the transaction is likely on your agenda. Given everything that goes into planning and...
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After financial statements, your investor presentation is one of the first places investors go to learn your story. But not all investor presentations are created equal. Considering a revamp? Here are the elements to keep in mind. Rely on...
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The first quarter of 2019 proved to be a challenging period for many Growth stocks. End market demand is skittish, debt and equity markets are not as welcoming as they were in early 2018 and Washington is in a state...
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Given recent and pending changes in U.S. trade policy, possible changes in access to capital, and the volatility on the Street, it’s not surprising that many organizations are contemplating a change or two in their overall strategic direction. Whether current...
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Getting Your Communications Strategy and the Logistics Right Investor days are a lot like weddings for the investment community. They require a significant commitment of time and money along with extensive planning and coordination to ensure every aspect of the...
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By now, most CEOs have internalized the importance of consistent messaging to financial audiences. “Say it, say it again and remind them that you have said it” is a phrase repeated ad nauseum by communications professionals over the past few...
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An increasingly global economy requires that companies gain access to the largest and most cost effective sources of capital to fund their success. This often means that non-U.S. companies must develop strategies and programs to attract and retain the largest...
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