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…

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…

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…

The Firing of Terry Francona: Lessons in Crisis Communications

By David Calusdian, Executive Vice President & Partner The firing of Red Sox manager Terry Francona offers a few valuable lessons in crisis communications, especially those relating to the unexpected departure of an executive.  For those of you outside of Red Sox Nation, let me offer a little background: the only living manager of Boston’s…

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…

How to Build a Compelling Investment Thesis for Your Investor Presentation

In a recent blog post, “Giving Life to Your Investor Presentation,” David Calusdian suggests a number of valuable ways to improve not only the investor presentation itself but importantly the delivery of the content. One critical element identified by David is the development of a strong investment thesis that ultimately binds the presentation together. What…

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…

Think Like a Politician: Use Investor Perception Audits as a Strategic Advantage

In politics, there is an age-old debate as to whether elected leaders should vote according to the wishes of their constituents, or vote their conscience as the people’s representative.   We have seen politicians criticized for using polling too extensively to guide policy (see Bill Clinton) — and not enough (see Barack Obama).  When I worked…