IRO
7 Investor Relations “Things to Do” Before Your IPO
If you’re the CFO of a pre-IPO company, the months leading up to your S-1 filing can be exhausting. You’ve read your registration statement so many times you have it memorized. And you cannot even begin to imagine a time when you won’t be spending every waking moment with your bankers. But now that you’ve left…
Life Sciences: Communicating the Investment Story
If you have ever tried telling a life sciences investment story, chances are, you’ve encountered one of three responses: “Wait. Slow down. I have no idea what you’re talking about.” This is sometimes communicated nonverbally as a blank stare. “Okay. That makes sense. So when do you expect commercialization?” “What’s the mechanism of action? And…
5 Tips for a Successful Investor Day
Hosting an investor day can be a powerful way to raise management visibility and credibility, highlight the depth of your management team, and clarify your company’s value proposition and growth strategy. But planning a successful investor day is no small task. Here are five tips to help you along the way.
Keeping the Activists at Bay: Five Steps to an Effective Response Plan
The new reality is that no public company, no matter how highly regarded or well managed, is immune from activist attention. The number of activist campaigns waged against public companies increased in 2015 to 375 according to the research firm FactSet. Once an activist surfaces, every move a company makes can have a profound and cascading…
10 Reasons Why You Should Conduct a Perception Audit
In evaluating your company’s corporate reputation and whether its share price is fairly valued, analyzing your audience is key. The image you are projecting, may not be the same that is being perceived by your investors and analysis. To understand and address the critical factors that impact your company’s reputation and shareholder value its important…
Shareholder on a Shelf: An Earnings Tradition
By Dennis Walsh, Vice President The Shareholder on a Shelf is a new tradition that has become the holiday gift of choice for IROs to their executive management teams. The story of the Shareholder on a Shelf is as follows: “Have you ever wondered how the SEC could know; If you’re naughty or nice in…
REIT IR: This Investor Pool Isn’t Big Enough for the Two of Us
By Andrew Blazier, Senior Associate A good friend and colleague of mine used to describe the universe of real estate investment trusts – REITs – as an “us girls” industry. It was difficult to break in, but once you did, the REIT community was so small, and so interconnected, that working within the industry could…
The Greatest Social Media for Investor Relations Panel Ever*
By Dennis Walsh, Vice President & Director of Social Media *Okay, so I may be biased since I was the moderator, but this panel session at the NIRI’s 2013 Annual Conference had all the elements necessary to help IR professionals develop a strategy for using social media for IR. Attendees heard from David Urban, Director…
Social Media for Investor Relations for the Marketing/PR Professional
By Dennis Walsh, Senior Consultant & Director of Social Media It’s that time of year again: Back to School! For my first job out of college I worked as an educator. This year, for “Back to School” season, I thought I’d step back into my teaching shoes. The following is a quick lesson on social…
Confronting the Quarterly Quiet Period Dilemma
By Jim Buckley One of the investor relations issues that companies often struggle with is the “quiet period.” Here I’m not talking about the SEC mandated quiet period related to IPOs, other public offerings or around the release of lock-up agreements. Those all have defined legal parameters and lines drawn around what companies can and…