Comprehensive IR Program
- Secure opportunities and prepare messages for senior executives
- Reach a broader segment of the investment community.
- Establish and maintain investor relationships
- Research market opportunity, ancillary opportunities, competitors and potential competitors
- Update the client company on latest market findings
Shareholder Relations
- Develop and implement shareholder communications plan
- Coordinate and oversee corporate events, including road shows, conferences, annual shareholders’ meeting, and company-hosted analyst days
• Manage conference calls
- Identify and track shareholder information, including ownership, history of meetings and log of communications
- Create a relationship management process to track the effectiveness of Investor Relations meetings
Financial Communications
- Work with senior management team to develop executive communications materials
- Monitor CEO, President and CFO communications with investors and analysts to ensure compliance with Regulation FD and communication strategies
- Develop and coordinate management presentations to the financial community, including visuals and speaker notes; manage targeting and securing participation in investment conferences
- Develop quarterly earnings releases, annual report, investor relations conferences and road shows
- Maintain and update investor relations kits and company presentations
- Manage IR web site and maintain the accuracy and inclusion of corporate information on external databases