Presentation Training: What Do I Do With My Hands?

speaker

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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Press Conferences in a Crisis: Belichick and Deflate-Gate

By David Calusdian, Executive Vice President & Partner

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New England Patriots Coach Bill Belichick held two press conferences to address the “deflate-gate” controversy that has taken over sports headlines since the Patriot’s dismantling of the Indianapolis Colts in the AFC Championship game. The Patriots, and Belichick as its head coach, are accused of underinflating game-day footballs against league rules.

After nearly a week of increasing hype and Patriot’s silence, Bill Belichick took the podium on Thursday morning in an attempt to quell the deflate-gate firestorm. His performance was lacking both in content and delivery and, thus, only fanned the sports talk radio flames that had been raging since the crisis broke. Then, in a surprising move, Belichick returned to face the cameras again on Saturday. He performed better in his second press conference and public reaction was more positive. Let’s take a look at some “lessons learned” from both of Belichick’s press conferences during the Patriot’s deflate-gate crisis. 

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Let them Know

By Andrew Blazier, Senior Associate


Holiday 2014(to the tune of “Let it Snow”)

Oh, the markets worldwide are frightful

But your messaging’s so delightful

Since the company outlook can grow,

Let them know! Let them know! Let them know!

 

Your strategy isn’t popping

Though commodities are dropping

Although growth, it has been slow,

Let them know! Let them know! Let them know! Continue reading

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Three Step Approach to Social Media for Investor Relations

By Dennis Walsh, Vice President

social mediaI recently moderated a webinar hosted by NIRI on social media strategies for investor relations. On the panel with me were David Jackson, CEO, Seeking Alpha; RJ Jones, Investor Relations Officer, Zillow; and Andrew Shapiro, Founder, President and Portfolio Manager, Lawndale Capital Management.

The discussion made clear that professional investors are using social media – activists included. In addition, all public companies should have a social media strategy, even if the objective is just to monitor the online conversation.

If you are in charge of managing your company’s investor relations program, you might be wondering how to get started developing your social media strategy.  Try following this three step approach: Continue reading

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How Investor Relations Can Support the Buy Side’s Investment Process

By Dennis Walsh, Vice President

“Buy-side analysts truly value a company with a responsive investor relations program led by an informed IRO,” shares John Barr, Co-Manager of the Needham Growth Fund (NEEGX) and Manager of the Needham Aggressive Growth Fund (NEAGX).

Most strategic investor relations programs aim to increase institutional ownership with new long-term shareholders. But anyone who has ever worked in IR knows this is often easier said than done. Targeting quality potential investors and conducting outreach can be a major undertaking. Understanding the buy-side’s investment process for identifying long-term holdings is essential to your success. So what are the key elements of a typical buy-side’s stock picking process? At Needham, Barr’s research team sources ideas from a number of methods, including quantitative screens based on various financial metrics, reading trade publications, and talking to people such as buy-side colleagues. Barr says, “If your stock happens to be on our idea list and you call looking for a meeting then we’ll do it. If it’s not on our list, it’s unlikely that we will take a meeting.”

How can IR contribute? Needham analysts like to conduct their own research – it gives them an opportunity to develop their own point of view – so being undercovered by the sell-side is not always a negative. If your company is being considered as a new investment idea for a firm like Needham, a best-in-class IR program can support the due diligence process from start to finish. Consider these insider tips from Barr to help IROs better support the buy-side’s investment process. Continue reading

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10 Tips for Dealing with Shareholder Activism

By Maureen WolffPresident and Partner, Sharon Merrill Associates

For many companies, a looming activist shareholder is no longer the exception – it’s the rule. One reason is that an increasing number of hedge funds are using activism as a standalone strategy. Assets managed by activist hedge funds increased 42% in 2013 to $93 billion from $65.5 billion in 2012, according to Hedge Fund Research, Inc.

The swirl of activism has the C-suite and the board concerned. In a poll of executives for its recent Capital Conference Barometer, Ernst & Young reported that nine of 10 executives acknowledged that issues raised by shareholders have influenced boardroom agendas, with cost reduction and operational efficiency identified as the most pressing concern over the next 12 months.

The threat of activist investors encircling your company can be intimidating – unless you understand how to engage, respond and communicate. Here are 10 strategies to help you prepare. Continue reading

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