A Curious Tale from the Annals of Shareholder Activism

By Maureen Wolff, President and Partner Nothing has more power to change a boardroom’s dynamics than the election of dissident directors – especially when they arrive as a twosome. I had the honor of moderating a panel discussion on shareholder activism at the National Association of Corporate Directors New England Chapter breakfast event earlier this…

How Do I Know You’re Lying? Your Body Told Me So.

5 Useful Tips for Reading Body Language in a Business Environment By Dennis Walsh, Senior Consultant & Director of Social Media at Sharon Merrill In business, people aren’t always completely honest. I know…stop the presses! As investor relations professionals, we are constantly playing a poker game with Wall Street.  So how do you know if…

Reputation Management for The Great Pumpkin

A Halloween Lesson with Apologies to Charles M. Schulz By David Calusdian, Executive Vice President & Partner Year in and year out, Linus sits in the neighborhood pumpkin patch trying to impress Charlie Brown’s little sister Sally with a personal introduction to The Great Pumpkin.  She forgoes trick or treating to wait for the Great…

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…

Activists and Boards Share Common Ground on Communications

When it comes to corporate governance, board members and shareholder activists are usually on opposite ends of the spectrum.  But at separate conferences in New York and Boston this month, the two camps expressed a surprisingly similar view about the most effective way to deal with the anticipated increase in shareholder activism in 2011: better…

Prepare for Proxy Access Now – Avoid an Activist Horror Story Later

Hello again.  We took a bit of a hiatus from blogging this summer, but we are now back to share a Halloween story sure to scare you straight! Unless you are one of the 33 Chilean miners that were trapped underground for the past two months, you have likely been watching the drama unfold on…

Giving Life to Your Investor Presentation

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…

It’s Time to Face Social Media for Investor Relations

“But social media for investor relations won’t work for my company!” The use of social media is radically changing the way our society communicates – and the investment community is no exception.  But many investor relations officers still refuse to use social media as an IR tool.  I’ve heard any number of reasons why “social…