Corporate Actions:
- Company specific IR strategy tailored to Management and Board of Directors’ goals.
- Institutional investor targeting program to identify and provide introductions to new investors.
- Manage current investor relationships on a daily basis with institutional investors, retail/individual investors, current and potential sell-side analysts and investment bankers.
- Quarterly conference call coordination and participation.
- Roadshow and industry/sell-side conference coordination and support.
- Ensure Corporate messaging and story are well understood by investors.
- Coordinate investor HQ visits to meet with the Management Team and tour facilities.
- Annual investor day coordination and slide presentation creation.
- Ensure appropriate balance between institutions, mutual funds, hedge funds, retail holders, etc.
- Monitor proactively against activist interest.
Investor Materials:
- IR PowerPoint presentation creation and development.
- Quarterly fact sheet creation and development.
- Annual report/10-K, 10-Q, Proxy Statement creation, development and review.
- Quarterly shareholder report creation to monitor position changes within company shares and peer companies.
- Website creation and maintenance.
