Social Media + Investor Relations = Socialize IR

By Dennis Walsh, Senior Consultant & Director of Social Media Let’s face it; you can’t ignore social media any longer…even as part of your investor relations strategy.   You were hoping Facebook would go the way of MySpace and Friendster, but it keeps on growing and has even made its way into our world with its…

Why Every Company Needs a Social Media Policy

By Dennis Walsh, Senior Consultant & Director of Social Media On Monday, Houston-based Francesca’s Holdings Corporation (NASDAQ: FRAN) announced that it had fired its chief financial officer, Gene Morphis, after discovering he had “improperly communicated Company information through social media.”  This case highlights how important it is for all companies to have a clear social…

Follow These Simple Steps to Deliver a Better Investor Presentation [Video]

Sometimes the difference between success and failure when delivering a presentation is not the presentation slides at all. The problem most often is the presenter’s delivery. In the video below, Sharon Merrill Executive Vice President & Partner David Calusdian provides tips on how to get the most out of your presentation delivery.

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 succeed in articulating the investment thesis in a memorable way, it has failed. So how…

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 Partner Maureen Wolff provides tips on what to do before and after the S-1 filing…

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 common resolutions is to get fit.  People spend a tremendous amount of time and money…

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 with the SEC that lists the securities held in their portfolio and the number of…

What Makes for a Successful Investor Relations Program?

By Dennis Walsh, Senior Consultant & Director of Social Media In many of the StreetScope® perception audits we conduct, we often inquire about what makes a successful investor relations program.  Is the Street satisfied with the level of outreach?  Is there something specifically a firm can do to enhance its communications?  Being the investor relations…

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 quickly reserved a car and “zipped” over to the meeting.  The panel featured three esteemed…