Category Archives: Investor Relations

Going Public: After You Price

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In this three-part conversation, Sharon Merrill President and Partner Maureen Wolff shares insights on the IPO process from an investor relations perspective. In our final installment, we discuss the next steps a company should take after becoming public.

The Podium: Hello, Maureen. Thank you for joining us again. In today’s discussion, we will focus on the actions companies should take after the initial public offering has priced. We imagine there is much to accomplish.

MW: There certainly is. Hopefully, at this point, a newly public company already has completed the many messaging and infrastructure tasks we discussed in our previous conversations. Those items include having in place a completed IR website, corporate communications policy and training in public company employee protocol, Regulation FD and public speaking. Other items include selecting vendors for various investor relations activities, such as IR website hosting and news distribution.

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Filed under Investor Relations, IPO, Strategy

Going Public: After You File

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In this three-part conversation, Sharon Merrill President and Partner Maureen Wolff shares insights on the IPO process from an investor relations perspective. In this second conversation, we discuss preparing for life as a public company after the registration statement has been filed.

The Podium: Hello, Maureen. Thank you for joining us again. In today’s discussion, we will focus on the actions companies should take after they file the registration statement but before they price. What’s a good first step for them?

MW: At this stage, a pre-IPO company has been preparing the registration filing for several months. It is now very important to concentrate on having the investor relations function ready to hit the ground running as soon as the stock prices. One of the first things to focus on is the IR website. It needs to go live on the day of the IPO. There are many cost-effective providers that will host that section of the company’s website.

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Filed under Investor Relations, IPO, Roadshow Planning, SEC

5 Keys to Communicating a Compelling Retail Investment Story

By David Calusdian, Executive Vice President

For those IROs and CFOs new to the retail sector, the Woman holding shopping bagspractice of investor relations can seem like a whole new field – with new players, metrics and ways to communicate.  And while best practices and the fundamentals of IR still hold true, there is a lot to learn before you can expertly communicate your retail company’s story to the investment community. Here are five tips to get you started.

1) Be Transparent.

Investors in retail stocks are accustomed to receiving robust and quality information about the companies they follow. Continue reading

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Filed under Investor Relations, Retail

Presentation Training: Tips and Tricks

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We’ve called upon our resident body language expert, Sharon Merrill EVP and Partner David Calusdian, to teach us to become better speakers – whether at meetings, investor conferences or in more personal settings. This four-part conversation provides a taste of the good, and bad, habits of executive presenters, with a few tips for improvement along the way. Today’s post is the finale in the series.

The Podium: Well, David. This is the moment we’ve been waiting for, when you share your deepest presentation secrets. What are common mistakes you’ve seen presenters make over the years?

DC: Let’s start with nervous habits. Nervous speakers will fiddle or fidget with anything. The reason is that many people do not know what to do with their hands. Some put their hands in their pockets, making them look stiff. Others fiddle with the keys in their pocket, a pen, a wedding ring or other jewelry.

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Filed under Investor Presentation, Investor Relations, Presentation Training

Presentation Training: Are You Looking at Me?

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We’ve called upon our resident body language expert, Sharon Merrill EVP & Partner David Calusdian, to teach us to become better speakers – whether at meetings, investor conferences or in more personal settings. This four-part conversation provides a taste of the good, and bad, habits of executive presenters, with a few tips for improvement along the way. Today’s post is Part II in the series.

The Podium: Hello, David. Today we’re going to discuss eye contact and how we can use it effectively during our presentations. Why don’t we start with improving eye contact when using a projection screen, as with a PowerPoint presentation?

DC: Maintaining good eye contact with the audience is a necessity. You should look at a screen only if you need to see the bullet points or graphic on the slide in order to speak to it. Glance very quickly to the screen, then back to your audience — so that you can direct the audience to the screen but maintain their attention.

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Presentation Training: What Do I Do With My Hands?

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We’ve called upon our resident body language expert, Sharon Merrill EVP and Partner David Calusdian, to teach us to become better speakers – whether at meetings, investor conferences or in more personal settings. This four-part conversation provides a taste of the good, and bad, habits of executive presenters, with a few tips for improvement along the way. Today’s post is Part I in the series.

The Podium: Thanks so much for joining us, David. Many readers of The Podium are frequent speakers at conferences or company events, so we’re hoping you can share some of your presentation insights with them.

We thought for today’s conversation we would discuss that most perplexing of body parts for public speakers: the hands.

DC: The hands, and the arms, for that matter, can stump a lot of speakers. Many speakers have no idea what to do with them, and frequently ask me where they should put their hands during a speech or presentation. The answer is that the hands shouldn’t be in one place at all. Speakers are more dynamic when they are free-flowing with their hands. You don’t want them to be too fast and going all over the place, but you also don’t want to look reallystiff and have them constantly by your side.

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Filed under Investor Presentation, Investor Relations, Presentation Training

What’s In / What’s Out for IR In 2015

By Andrew Blazier, Senior Associate

It’s once again time for our tongue-in-cheek roadmap of what’s in and what’s out in investor relations, and more, for the upcoming year. We hope you enjoy, and have a happy and successful 2015.

In Out
Video earnings calls Audio-only earnings calls
Taking activist shareholders’ calls Hiding under your desk
Instagram and Snapchat Facebook
LinkedIn job postings Everything else
Serial Siri
Open letters Paper
Breakfast meetings Lunch meetings
Financial highlights on earnings calls Reading earnings releases verbatim
More Q&A time on earnings calls Gadfly questions
IPOs Tax inversions
Posting call transcripts Hunting on third-party sites
Crisis communications plans Flying by the seat of your pants
Small caps Salary caps
Social media Social Distortion
Republicans Democrats
Board diversity Grumpy Old Men
Third-string quarterbacks Nick Saban
Grexit Ancient Greek
Shareholder activism Eric Holder
Sequels Sequins
Biometrics The metric system

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