company s changing needs and managed by senior IR professionals

Size: px
Start display at page:

Download "company s changing needs and managed by senior IR professionals"

Transcription

1

2 ! Headquartered in New York City! Focused on emerging and market-leading small and mid-cap companies! Integrated in-house and external IR approach! Client-focused, customized IR programs designed to meet your company s changing needs and managed by senior IR professionals! Specialized, small and elite! Seamless integration with your corporate structure a cohesive, collective in-house and external IR approach

3 Christine J Petraglia Principal Ms. Petraglia has 18 years of financial services experience in client relations, sales, marketing and investor relations. As a Principal of CSIR, Christine leverages her investment community contacts to increase clients' visibility with their respective investment audiences. Prior to founding CSIR, Ms. Petraglia was President of Seventh Circle Consulting, a NYC based Investor Relations firm and also served as Managing Director of Sky Investor Relations, a NYC and London based company. She also spent nearly two years at the New York Stock Exchange as the Director of Client Services, working daily with top management of NYSE listed companies, where her responsibilities included Sarbanes-Oxley compliancy, marketing, account management and listedcompany services. Other positions prior to the NYSE were with leading wire houses and investment management firms including PIMCO/Oppenheimer Capital, Prudential Securities and Nuveen Investments. At these firms, her contributions lead to the launch of new investment products, a $2 billion increase in managed assets, and international expansion. Ms. Petraglia holds a B.S. in Business, majoring both in Management and Finance, from CUNY Staten Island and holds FINRA Series 7 and 63 licenses. Christine s community network includes contacts worldwide including, investment banks, portfolio managers and private investors.

4 Our Hands-on, Integrated Approach! Market intelligence we ll manage all your day-to-day investor outreach, buy and sell-side targeting, road show meeting and conference coordination.! Strategic communications we ll develop and execute an overall communications strategy, fine-tune your corporate message, set definable goals to increase your company s awareness in the marketplace.! Special needs we ll structure and lead specialized, accompaniments to enhance your program, including working with 3 rd party providers on mass investor awareness promotions (newsletters, s, etc.), media campaigns, international road shows, etc.

5 Perception is Reality! Investor psychology is simple - shareholders invest in companies they perceive to be credible! We build credibility and inspire investor confidence! We become an extension of your management team - representing your company the way we have for large public companies! Get the top-level representation your company needs at a price it can afford! Meet the rigors of being a public company with professionalism and ease

6 ! Raise visibility within the investment community! Create and execute a clear, cohesive communications strategy! Enhance our clients credibility in the capital markets! Reduce stock price volatility and improve liquidity! Improve quality of shareholder base! Build shareholder value! Improve company s access to capital markets

7 Strategize Communicate Market

8 ! Fine-tune corporate messaging & branding! Implement IR best practices! IR boot camp for newly public companies! Outline & execute overall IR plan! Strategic counseling on M&A and financing transactions

9 ! Develop investor marketing materials! Financial press releases and quarterly earnings calls! Investor presentations! IR web site content! Annual reports! Company fact sheets! Reg FD disclosure practices! Crisis communications

10 ! Target institutional and retail investors! Conference targeting! Investor road shows! Buy and sell-side analyst targeting! Investor perception studies! Professional introductions

11 ! A comprehensive approach to IR w Working with a group that becomes an extension of your management team Practiced professionals who have led and established internal IR programs for large public companies! Senior team access w Benefit from our wealth of experience in the markets, experience in the markets, every client program is managed by our principals! Established relationships w Leverage the long-standing, established relationships our principals have in the investment community! Small and elite w Be part of a small group of quality companies - receive specialized, individualized attention

12 ! Consumer Products! Internet Services! Wireless Services! Retail! Automotive! Healthcare! Medical Devices! Energy! Pharmaceutical! Technology! Transportation! Homeland Security! Gaming/Entertainment! Food/Restaurant

13 ! Theragenics (NYSE: TGX)! SPO Medical (OTCBB: SPOM)! NAPCO Security Systems (NASDAQ: NSSC)! Stellar Pharmaceuticals (OTCBB: SLXCF)! GelTech Inc (OTCBB: GLTC)! Zinco do Brasil (OTCBB: ZNBR)! Sohu.com (NASDAQ: SOHU)* * Worked with company on consulting basis.

WE GET SMALL-CAP COMPANIES IT S WHAT WE VE BEEN DOING FOR 15 YEARS

WE GET SMALL-CAP COMPANIES IT S WHAT WE VE BEEN DOING FOR 15 YEARS INVESTOR RELATIONS WE GET SMALL-CAP COMPANIES IT S WHAT WE VE BEEN DOING FOR 15 YEARS Lytham Partners provides expertise and guidance to small cap companies in the healthcare, technology, service, industrial,

More information

Strategic Investor Relations: Realizing Value in Volatile Capital Markets 22 November 2008

Strategic Investor Relations: Realizing Value in Volatile Capital Markets 22 November 2008 More than a communications partner Strategic Investor Relations: Realizing Value in Volatile Capital Markets 22 November 2008 Introduction Global credit markets are in disarray; equity markets have declined

More information

INTERNAL COMMUNICATION POLICY

INTERNAL COMMUNICATION POLICY INTERNAL COMMUNICATION POLICY DATE OF REVISION REVISION DETAILS INTRODUCTION As a public reporting company, Ignite Restaurant Group has an obligation to ensure that all communications of material information

More information

Merrill Lynch Mutual Fund Advisor INVESTMENTS

Merrill Lynch Mutual Fund Advisor INVESTMENTS Merrill Lynch Mutual Fund Advisor INVESTMENTS Merrill Lynch Mutual Fund Advisor (MFA) a discretionary investment advisory service managed by a dedicated portfolio management team offers investors customized

More information

IR Best Practice & the Tools Needed to Achieve it

IR Best Practice & the Tools Needed to Achieve it IR Best Practice & the Tools Needed to Achieve it Belgrade March 2011 Andrew Crockett Senior Specialist Corporate Services Thomson Reuters INTRODUCING THOMSON REUTERS We provide intelligent information

More information

Accessing the U.S. Retail Investor

Accessing the U.S. Retail Investor Depositary Receipts Accessing the U.S. Retail Investor November 2005 Why Retail? The U.S. retail investment community is the largest group of individual investors in the world with more than 84 million

More information

NASDAQ THE PREMIER LISTING VENUE FOR PUBLIC COMPANIES

NASDAQ THE PREMIER LISTING VENUE FOR PUBLIC COMPANIES NASDAQ THE PREMIER LISTING VENUE FOR PUBLIC COMPANIES CURRENT STATE OF THE ECONOMY On September 2th, the National Bureau of Economic Research declared that the trough of the Great Recession occurred in

More information

Hickory Tech Corporation

Hickory Tech Corporation Hickory Tech Corporation doing business as Annual Report 2013 Letter to Shareholders Report on Form 10-K Enventis Service Area MINNESOTA Fargo Duluth St. Cloud Plymouth Minneapolis Edina Mankato Eau Claire

More information

INDEX SERIES FTSE PUBLICATIONS. FTSE ETF Issuer Services.

INDEX SERIES FTSE PUBLICATIONS. FTSE ETF Issuer Services. INDEX SERIES FTSE PUBLICATIONS FTSE ETF Issuer Services. BEIJING BOSTON DUBAI HONG KONG LONDON MILAN MUMBAI NEW YORK PARIS SAN FRANCISCO SHANGHAI SYDNEY TOKYO FTSE FTSE Group ( FTSE ) is a world-leader

More information

Leverage the Value of Your Brokerage Account Through Securities-Based Lending

Leverage the Value of Your Brokerage Account Through Securities-Based Lending Leverage the Value of Your Brokerage Account Through Securities-Based Lending Smart, accessible borrowing options do exist for you, even in today s tough credit market. Your carefully planned portfolio

More information

Key Industry Challenges addressed by Superior Customer Offerings

Key Industry Challenges addressed by Superior Customer Offerings Customer Value Enhancement Award Mobile Marketing North America, 2011 Frost & Sullivan s Global Research Platform Frost & Sullivan is in its 50th year in business with a global research organization of

More information

Leverage Insights. Ignite Brand Engagement.

Leverage Insights. Ignite Brand Engagement. Leverage Insights. Ignite Brand Engagement. Connect with Your Customers through Individualized Insights from the Teradata Integrated Marketing Cloud. We power marketing. 86% of Customers Say Relevant Offers

More information

DeBondo Capital Limited Presents FRANKFURT STOCK EXCHANGE : LISTING OVERVIEW

DeBondo Capital Limited Presents FRANKFURT STOCK EXCHANGE : LISTING OVERVIEW DeBondo Capital Limited Presents FRANKFURT STOCK EXCHANGE : LISTING OVERVIEW TABLE OF CONTENTS 2 DEBONDO CAPITAL - INTRODUCTION THE GERMAN STOCK MARKET THE FSE LISTING PROCESS DEBONDO SERVICES DEAL FLOW

More information

DO YOU HAVE A SUCCESSION PLAN FOR YOUR BUSINESS?

DO YOU HAVE A SUCCESSION PLAN FOR YOUR BUSINESS? DO YOU HAVE A SUCCESSION PLAN FOR YOUR BUSINESS? SMART SUCCESSION PLANNING IS IMPORTANT TO BOTH YOU AND YOUR CLIENTS. But far too many advisors don t have a clear plan in place. Transitioning your business

More information

Lending Solutions. Leverage-based products to complement investment strategies. Your Business Without Limits

Lending Solutions. Leverage-based products to complement investment strategies. Your Business Without Limits Lending Solutions Leverage-based products to complement investment strategies Your Business Without Limits Let Pershing Help You Set Yourself Apart Your clients count on you to manage their assets. But

More information

Lee & Associates NYC is a full-service commercial real estate firm dedicated to providing

Lee & Associates NYC is a full-service commercial real estate firm dedicated to providing LEE NYC OFFICE who we are Lee & Associates NYC is a full-service commercial real estate firm dedicated to providing economic value through its services. What exactly does that mean? It means we assemble

More information

HSBC Exchange Traded Funds

HSBC Exchange Traded Funds HSBC Exchange Traded Funds EXCHANGE TRADED FUNDS WWW.ETF.HSBC.COM For professional investors only WWW.ETF.HSBC.COM Just scan what s important to you HSBC Exchange Traded Funds HSBC Exchange Traded Funds

More information

Mergers & Acquisitions. Turnaround & Restructuring. Litigation Support & Expert Testimony. Valuation Services

Mergers & Acquisitions. Turnaround & Restructuring. Litigation Support & Expert Testimony. Valuation Services Turnaround & Restructuring Litigation Support & Expert Testimony Mergers & Acquisitions Valuation Services Turnaround & Restructuring Turnaround & Restructuring Turnaround & Restructuring MCA Financial

More information

Practical, Engaging Financial Training for Non-Financial People

Practical, Engaging Financial Training for Non-Financial People info@financetalking.com +44 (0)1572 717000 Practical, Engaging Financial Training for Non-Financial People Learn to speak the language of the board room FinanceTalking s elearning Tailored in-company training

More information

CAPTURING THE ALPHA IN STOCK BUYBACKS

CAPTURING THE ALPHA IN STOCK BUYBACKS CAPTURING THE ALPHA IN STOCK BUYBACKS QWAFAFEW NYC NOVEMBER 12, 2014 DAVID KREIN, MARKETAXESS CAMERON LILJA, NASDAQ INVESTOR ALPHA, NOT EXECUTIVE ALPHA 2 HIGHLIGHTS What is a stock buyback? A stock buyback

More information

American Medical Alert Corp. (AMAC) - Financial and Strategic SWOT Analysis Review

American Medical Alert Corp. (AMAC) - Financial and Strategic SWOT Analysis Review Brochure More information from http://www.researchandmarkets.com/reports/1648533/ American Medical Alert Corp. (AMAC) - Financial and Strategic SWOT Analysis Review Description: American Medical Alert

More information

A Winning Relationship. You, Your Advisor, and Schwab Advisor Services. For Clients of Independent Investment Advisors

A Winning Relationship. You, Your Advisor, and Schwab Advisor Services. For Clients of Independent Investment Advisors A Winning Relationship You, Your Advisor, and Schwab Advisor Services For Clients of Independent Investment Advisors Your advisor s expertise and Schwab s custody services come together to help protect

More information

CONNECTING PRODUCT MARKETING & DEMAND GENERATION

CONNECTING PRODUCT MARKETING & DEMAND GENERATION CONNECTING PRODUCT MARKETING & DEMAND GENERATION As a product marketer, you nurture your relationships with your company s product and sales teams, which help you to excel at launching your products into

More information

WE INVITE YOU TO JOIN THE YELLOW JERSEY CYCLE INSURANCE ONLINE AFFILIATE PROGRAMME

WE INVITE YOU TO JOIN THE YELLOW JERSEY CYCLE INSURANCE ONLINE AFFILIATE PROGRAMME WE INVITE YOU TO JOIN THE YELLOW JERSEY CYCLE INSURANCE ONLINE AFFILIATE PROGRAMME official cycle insurance supplier Matrix Fitness - Vulpine official partner OUR PARTNERS official cycle insurance partner

More information

Survey Report. Business strategy and technology priorities in the wealth management industry. Examination of top US wealth management firms

Survey Report. Business strategy and technology priorities in the wealth management industry. Examination of top US wealth management firms Survey Report Business strategy and technology priorities in the wealth management industry Examination of top US wealth management firms Balaji Yellavalli Infosys Ltd. Jaroslaw E. Knapik Datamonitor In

More information

Closed-End Funds. A closed-end fund is a type of investment company. whose shares are listed on a stock exchange

Closed-End Funds. A closed-end fund is a type of investment company. whose shares are listed on a stock exchange a guide to Closed-End Funds A closed-end fund is a type of investment company whose shares are listed on a stock exchange or are traded in the over-the-counter market. Contents What Is a Closed-End Fund?...2

More information

It s more than a payment. People - Centered Payments. it s the purchase that made their house a home. an overview of our global payment solutions

It s more than a payment. People - Centered Payments. it s the purchase that made their house a home. an overview of our global payment solutions an overview of our global payment solutions People - Centered Payments SM It s more than a payment. it s the purchase that made their house a home. www.tsy s. com people-centered payments Who We Are From

More information

2012 Important Information for Corporate Shareholders

2012 Important Information for Corporate Shareholders IMPORTANT TAX INFORMATION Updated 4/30/2013. Affected funds: Fidelity Four-in-One Index Fund, Fidelity Global Equity Income Fund, and Fidelity Global Strategies Fund. We have circled all revised percentages.

More information

MARKETPLACES. be seen. CHANNELADVISOR MARKETPLACES WILL ENABLE YOU TO: And Many More

MARKETPLACES. be seen. CHANNELADVISOR MARKETPLACES WILL ENABLE YOU TO: And Many More DATA SHEET be seen. MARKETPLACES Amazon, ebay and other marketplaces like Jet.com, Newegg and Sears account for a growing portion of global online retail sales. Online retailers of all sizes are recognizing

More information

Investing for your present and future financial

Investing for your present and future financial Advisor Select Investing for your present and future financial needs can seem overwhelming. It shouldn t be, and it doesn t have to be. Implementing a well-conceived investment strategy is vital to helping

More information

How did Reg FD and the Global Settlement Affect US Capital Markets? A Review of the Evidence Paul M. Healy, May 13,2008

How did Reg FD and the Global Settlement Affect US Capital Markets? A Review of the Evidence Paul M. Healy, May 13,2008 How did Reg FD and the Global Settlement Affect US Capital Markets? A Review of the Evidence Paul M. Healy, May 13,2008 Copyright President & Fellows of Harvard College. Overview 1. Review of Reg FD and

More information

IR Best Practices for Entrepreneurial & Development-Stage Companies. September 22, 2015

IR Best Practices for Entrepreneurial & Development-Stage Companies. September 22, 2015 IR Best Practices for Entrepreneurial & Development-Stage Companies September 22, 2015 Agenda I. OTC Markets Group Overview II. LHA Overview III. Issuer Shared Attributes IV. IR & Capital Markets Strategy

More information

Outsourcing Corporate Tax Services

Outsourcing Corporate Tax Services Superior Strategies for Tax Compliance and Payment Payable Function Costly and Inefficient Why are companies increasingly outsourcing tax services that previously were handled by their own personnel? What

More information

Press Releases. Zillow Announces Acquisition of Trulia for $3.5 Billion in Stock

Press Releases. Zillow Announces Acquisition of Trulia for $3.5 Billion in Stock Press Releases Zillow Announces Acquisition of Trulia for $3.5 Billion in Stock Combination of companies sets stage to offer more real estate tools and services that empower consumers and drive more business

More information

Collective. Prepared by the Coalition of Collective. Investment Trusts

Collective. Prepared by the Coalition of Collective. Investment Trusts Collective Investment Trusts Prepared by the Coalition of Collective Investment Trusts Table of Contents Overview... 2 Collective Investment Trusts Defined... 3 Two Broad Types of Collective Trusts...

More information

Recommending Alternative Investments

Recommending Alternative Investments Recommending Alternative Investments Content Introduction 3 The Power of Alternative Investments 4 Types of Alternative Investments 5 Alternative Investments Benefits 7 The Risk Spectrum & Determining

More information

Frequently Asked Questions. MUFG Union Bank, N.A. General. 1. Why are you integrating operations?

Frequently Asked Questions. MUFG Union Bank, N.A. General. 1. Why are you integrating operations? 01 JULY 2014 General 1. Why are you integrating operations? This was a careful decision about how we can best serve customers, with the goal of providing the most competitive mix of banking solutions and

More information

Global Trends in Investor Relations - Fifth Edition

Global Trends in Investor Relations - Fifth Edition Depositary Receipts Global Trends in Investor Relations - Fifth Edition A Survey Analysis of IR Practices Worldwide January 2009 Table of Contents Foreword by Michael Cole-Fontayn 1 te from the Global

More information

Using The Stock Market Game (SMG)

Using The Stock Market Game (SMG) Using The Stock Market Game (SMG) Created by Amy Cornelisen, Garin College What is a Company? A is a person or group of persons that create a product for others to buy. The product may be something that

More information

How To Invest In Pinyon Pine Capital

How To Invest In Pinyon Pine Capital Overview Pinyon Pine Capital (PPC) is a registered investment advisory firm that began managing client accounts in March of 2011 PPC offers two investment strategies: long-only and hedged Primary Focus

More information

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported):

More information

Russell Funds Russell Tax Exempt High Yield Bond Fund Money Manager and Russell Overview November 2015

Russell Funds Russell Tax Exempt High Yield Bond Fund Money Manager and Russell Overview November 2015 Russell Tax Exempt High Yield Bond Fund Money Manager and Russell Overview November 2015 Russell s investment approach Russell uses a multi-asset approach to investing, combining asset allocation, manager

More information

Practice Management Value-Add Programs. TIAA-CREF Asset Management. Practice Management. Preparing you for new investors and new opportunities

Practice Management Value-Add Programs. TIAA-CREF Asset Management. Practice Management. Preparing you for new investors and new opportunities Practice Management Value-Add Programs TIAA-CREF Asset Management Practice Management Preparing you for new investors and new opportunities Say hello to today s new investors. And to tomorrow s retirement

More information

Ultimate Software: Successfully Navigating the Transition from On-Premise to Cloud ISV as a Public Company

Ultimate Software: Successfully Navigating the Transition from On-Premise to Cloud ISV as a Public Company Vendor Needs and Strategies Ultimate Software: Successfully Navigating the Transition from On-Premise to Cloud ISV as a Public Company Christine Dover IDC OPINION In 1998, when the company went public,

More information

VENTURE CAPITAL REVIEW

VENTURE CAPITAL REVIEW VENTURE CAPITAL REVIEW Issue 26 FALL 2010 produced by the National Venture Capital Association and Ernst & Young llp Considering Liquidity Alternatives What You Need to Know About the IPO Market Today

More information

A Tradition of Excellence ROTHSCHILD ASSET MANAGEMENT

A Tradition of Excellence ROTHSCHILD ASSET MANAGEMENT A Tradition of Excellence ROTHSCHILD ASSET MANAGEMENT AN ENDURING LEGACY Following the advice of their father, the five sons of Mayer Amschel Rothschild each set up office in one of the great financial

More information

So with these formalities out of the way, I d now like to turn the call over to our Co-Founder and CEO, Avishai Abrahami.

So with these formalities out of the way, I d now like to turn the call over to our Co-Founder and CEO, Avishai Abrahami. Wix.com Second Quarter 2014 Earnings Call Transcript August 6, 2014 Joe Pollaro, VP Strategic Partnerships and Investor Relations Good morning. I d like to welcome everyone to today s call to discuss Wix

More information

The M&A Process and the Role of a Financial Advisor

The M&A Process and the Role of a Financial Advisor The M&A Process and the Role of a Financial Advisor My Background 1996 University of Florida undergrad with BS in Finance 1998 Geneva Companies / sub of Citigroup doing small M&A deals 1999 University

More information

The Future of Consumer Health Care

The Future of Consumer Health Care The Future of Consumer Health Care Coming Together To Lead The Consumer Health Care Industry 2 Creating a New Business Model in Consumer Health Care 3 Serve More Consumers In More Parts of the World, More

More information

Air Methods Corporation (AIRM) - Financial and Strategic SWOT Analysis Review

Air Methods Corporation (AIRM) - Financial and Strategic SWOT Analysis Review Brochure More information from http://www.researchandmarkets.com/reports/1495430/ Air Methods Corporation (AIRM) - Financial and Strategic SWOT Analysis Review Description: Air Methods Corporation (AIRM)

More information

Investment Banking. Equity Capital Markets

Investment Banking. Equity Capital Markets Investment Banking Equity Capital Markets Raymond James Capital Markets Our mission is to remain a premier investment bank built on trust and relationships. We combine insightful, highquality research

More information

House of Treborough Ltd. t/a snugs 2015 1

House of Treborough Ltd. t/a snugs 2015 1 House of Treborough Ltd. t/a snugs 2015 1 House of Treborough Ltd. t/a snugs 2015 2 Invest in snugs Custom- fitted In- Earphones Brand The growth trend in a burgeoning market: There are 1.75 billion Smartphone

More information

Investors Exchange (IEX) Building A Market that Works for Investors. September 9, 2015

Investors Exchange (IEX) Building A Market that Works for Investors. September 9, 2015 Investors Exchange (IEX) Building A Market that Works for Investors September 9, 2015 FLASH BOYS: A WALL STREET REVOLT 2015 IEX Group, Inc. and its subsidiaries, including Investors Exchange LLC and IEX

More information

ETF Web Applications. For Advisors, Investors and Traders MONITOR SEARCH SHARE ANALYZE MODEL. Comprehensive Web Services for the ETF Investment Cycle

ETF Web Applications. For Advisors, Investors and Traders MONITOR SEARCH SHARE ANALYZE MODEL. Comprehensive Web Services for the ETF Investment Cycle ETF Web Applications For Advisors, Investors and Traders Comprehensive Web Services for the ETF Investment Cycle MONITOR SEARCH SHARE ANALYZE MODEL STRENgThEN AND grow your business WITh COMpREhENSIvE

More information

International Equity Markets. Dora Chen, Zhen Zhang, Daisy Guo, Spencer Hu,

International Equity Markets. Dora Chen, Zhen Zhang, Daisy Guo, Spencer Hu, International Equity Markets Dora Chen, Zhen Zhang, Daisy Guo, Spencer Hu, International Equity Markets Chapter Objective: This chapter continues discussion of international capital markets with a discussion

More information

Performance Food Group Company Reports First-Quarter Fiscal 2016 Earnings

Performance Food Group Company Reports First-Quarter Fiscal 2016 Earnings NEWS RELEASE For Immediate Release November 4, 2015 Investors: Michael D. Neese VP, Investor Relations (804) 287-8126 michael.neese@pfgc.com Media: Joe Vagi Manager, Corporate Communications (804) 484-7737

More information

Empowering your team, investment program and mission

Empowering your team, investment program and mission Outsourced CIO solutions NONPROFITS Empowering your team, investment program and mission I don't love this sky diving theme for this particular brochure - what about something like a crew team? Basically,

More information

A Guide to the Insider Buying Investment Strategy

A Guide to the Insider Buying Investment Strategy Mar-03 Aug-03 Jan-04 Jun-04 Nov-04 Apr-05 Sep-05 Feb-06 Jul-06 Dec-06 May-07 Oct-07 Mar-08 Aug-08 Jan-09 Jun-09 Nov-09 Apr-10 Sep-10 Mar-03 Jul-03 Nov-03 Mar-04 Jul-04 Nov-04 Mar-05 Jul-05 Nov-05 Mar-06

More information

Monitor Your Brand. Do Your Customers and Competitors Know More About Your Brand than You Do? By: Beth Lee-Browning. Sponsored By:

Monitor Your Brand. Do Your Customers and Competitors Know More About Your Brand than You Do? By: Beth Lee-Browning. Sponsored By: Monitor Your Brand Do Your Customers and Competitors Know More About Your Brand than You Do? By: Beth Lee-Browning Sponsored By: Table of Contents Overview 2 Is Your Brand Healthy? Why Old Metrics No Longer

More information

IR Leadership Mastering Trust, Integrity & Credibility Speaker Biographies (In Order of Appearance)

IR Leadership Mastering Trust, Integrity & Credibility Speaker Biographies (In Order of Appearance) IR Leadership Mastering Trust, Integrity & Credibility Speaker Biographies (In Order of Appearance) Ben Boyd, President, Practices, Sectors & Offerings, Edelman Ben Boyd has worked in corporate communications

More information

The Next Generation Market Platform from Nasdaq

The Next Generation Market Platform from Nasdaq The Next Generation Market Platform from Nasdaq MORE TRANSPARENCY MORE ACCESS TO LIQUIDITY MORE STABLE TRADING The Next Generation Market Platform from Nasdaq MORE TRANSPARENCY MORE ACCESS TO LIQUIDITY

More information

A Look at Exchange Traded Funds September 16, 2010

A Look at Exchange Traded Funds September 16, 2010 A Look at Exchange Traded Funds September 16, 2010 Exchange traded funds, or ETFs, are one of the fastest growing products in the investment industry. Used by both professional and individual investors,

More information

2. 2. Structure and size of PR industry. Unit 2: Understanding public relations

2. 2. Structure and size of PR industry. Unit 2: Understanding public relations 2. 2 the Structure and size of PR industry The PR industry has changed enormously over the past 30 years. At one time it was enough to be a skilled generalist communicator; however, the rapid growth of

More information

CORPORATE COMMUNICATIONS POLICY TABLE OF CONTENTS

CORPORATE COMMUNICATIONS POLICY TABLE OF CONTENTS CORPORATE COMMUNICATIONS POLICY TABLE OF CONTENTS INTRODUCTION... 1 STATEMENT OF POLICY... 1 AUTHORIZED SPOKESPERSONS... 2 MATERIAL INFORMATION... 2 DISCLOSURE OF MATERIAL NONPUBLIC INFORMATION... 2 REVIEW

More information

2nd FCF IPO Conference

2nd FCF IPO Conference 2nd FCF IPO Conference IPOs in the USA and/or Germany Two Perspectives/Two Options Is the Swim Worth It? Weighing Cross-Border Listings April 23, 2015 1 2015 Dechert LLP Introduction Recent trend of U.S.

More information

Professional Company Research, Investor Access and Advisory

Professional Company Research, Investor Access and Advisory Professional Company Research, Investor Access and Advisory Consilium Global Research (CGR) is the bridge between companies and investors. To improve our clients market valuation, increase trading activity

More information

FrontPoint Partners LLC FrontPoint Strategic Credit Fund

FrontPoint Partners LLC FrontPoint Strategic Credit Fund FrontPoint Partners LLC FrontPoint Strategic Credit Fund Long/Short Strategy across the Asset Backed Securities (ABS) market. INVESTMENT S TRATEGY AND P ROCESS FrontPoint Strategic Credit Fund ( FSC, The

More information

Ideas in Action ZENERGY COMMUNICATIONS IS A DYNAMIC INTERNATIONAL COMMUNICATIONS FIRM.

Ideas in Action ZENERGY COMMUNICATIONS IS A DYNAMIC INTERNATIONAL COMMUNICATIONS FIRM. Ideas in Action ZENERGY COMMUNICATIONS IS A DYNAMIC INTERNATIONAL COMMUNICATIONS FIRM. With offices in Toronto, Montreal and New York, our experienced professionals provide a full spectrum of communication

More information

Investing in a 3-D World

Investing in a 3-D World Investing in a 3-D World February 10, 2016 by Bill Nasgovitz of Heartland Advisors Executive Summary Slowing growth and swelling corporate debt are expected to result in challenges in the coming quarters.

More information

Building Confidence by Building Awareness

Building Confidence by Building Awareness Building Confidence by Building Awareness Increasing Public Awareness The Task of Deposit Guarantee Schemes The Bank Deposit Guarantee Fund (Romania) And The International Association of Deposit Insurers

More information

Morgan Stanley Reports Third Quarter 2015:

Morgan Stanley Reports Third Quarter 2015: Media Relations: Michele Davis 212-761-9621 Investor Relations: Kathleen McCabe 212-761-4469 Morgan Stanley Reports Third Quarter 2015: Net Revenues of $7.8 Billion and Earnings per Diluted Share of $0.48

More information

Management Commentary. Second Quarter 2015 Results

Management Commentary. Second Quarter 2015 Results Management Commentary Second Quarter 2015 Results The RetailMeNot, Inc. ( RetailMeNot ) earnings call will begin on August 5, 2015 at 7:00am central time (8:00am eastern time) and will include prepared

More information

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event

More information

KEY FEATURES. SELECT PORTFOLIO BOND (WEALTH MANAGERS) This is an important document. Please keep it safe for future reference.

KEY FEATURES. SELECT PORTFOLIO BOND (WEALTH MANAGERS) This is an important document. Please keep it safe for future reference. SELECT PORTFOLIO BOND (WEALTH MANAGERS) KEY FEATURES. This is an important document. Please keep it safe for future reference. LEGAL & GENERAL SELECT PORTFOLIO BOND 2 SELECT PORTFOLIO BOND (WEALTH MANAGERS)

More information

Belden. Leading the Way to an Interconnected World. August 2015. 2015 Belden Inc. belden.com @BeldenInc

Belden. Leading the Way to an Interconnected World. August 2015. 2015 Belden Inc. belden.com @BeldenInc Belden Leading the Way to an Interconnected World August 2015 2015 Belden Inc. belden.com @BeldenInc Belden s Business Transformation Portfolio Expansion Market and Geographic Footprint Talent/ Leadership

More information

Annuity Market Assessment

Annuity Market Assessment Annuity Market Assessment Quarterly ZIP code-level market intelligence that helps distribution sell more annuities A new solution developed using DTCC production data and IAP s retail financial metrics

More information

Teradata Corporation (TDC) - Financial and Strategic SWOT Analysis Review

Teradata Corporation (TDC) - Financial and Strategic SWOT Analysis Review Brochure More information from http://www.researchandmarkets.com/reports/2880762/ Teradata Corporation (TDC) - Financial and Strategic SWOT Analysis Review Description: Teradata Corporation (TDC) - Financial

More information

Empowering sustainable and ethical supply chains

Empowering sustainable and ethical supply chains Empowering sustainable and ethical supply chains Sedex is a not for profit global membership organisation dedicated to driving improvements in responsible and ethical business practices in global supply

More information

Deutsche Bank UK Banks Conference 07 April 2011 Chris Lucas, Group Finance Director

Deutsche Bank UK Banks Conference 07 April 2011 Chris Lucas, Group Finance Director Deutsche Bank UK Banks Conference 07 April 2011 Chris Lucas, Group Finance Director Slide: Name Slide Thanks very much, it s a great pleasure to be here today and I d like to thank our hosts Deutsche Bank

More information

Eleventh Monex Global Retail Investor Survey Individual investors find Equity an attractive investment for 2014

Eleventh Monex Global Retail Investor Survey Individual investors find Equity an attractive investment for 2014 Eleventh Monex Global Retail Investor Survey Individual investors find Equity an attractive investment for 2014 Tokyo, Florida and Hong Kong, December 20, 2013 Monex, Inc. ( Monex ), TradeStation Securities,

More information

CIBC Grows Asset Management Business with Investment in American Century Investments. July 15, 2011

CIBC Grows Asset Management Business with Investment in American Century Investments. July 15, 2011 CIBC Grows Asset Management Business with Investment in American Century Investments July 15, 2011 A Note about Forward-Looking Statements From time to time, we make written or oral forward-looking statements

More information

APRIL 2015. Economic Impact of AIM

APRIL 2015. Economic Impact of AIM APRIL 2015 Economic Impact of AIM Foreword AIM, which is 20 years old this year, has weathered several economic storms over the past two decades, but has remained true to its core purpose of providing

More information

CIO Flash Chinese equities: what happens next? July 8, 2015

CIO Flash Chinese equities: what happens next? July 8, 2015 CIO Flash Chinese equities: what happens next? July 8, 2015 +++ CIO FLASH +++ CIO FLASH +++ CIO FLASH +++ CIO FLASH +++ CIO FLASH +++ CIO FLASH +++ CIO FLASH +++ CIO FLASH +++ CIO FLASH Market falls force

More information

Private Placements In Public Equity (PIPEs): Best Practices for FINRA Members 1

Private Placements In Public Equity (PIPEs): Best Practices for FINRA Members 1 1345 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10105 TELEPHONE: (212) 370-1300 FACSIMILE: (212) 370-7889 www.egsllp.com Private Placements In Public Equity (PIPEs): Best Practices for FINRA Members 1 We

More information

FEI COMPANY (Exact name of registrant as specified in its charter)

FEI COMPANY (Exact name of registrant as specified in its charter) FEIC 8-K 5/27/2016 Section 1: 8-K (FORM 8-K) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act

More information

Buyer s Guide. Copyright 2011; BG3.11 Somerset Wealth Strategies, Inc. All Rights Reserved

Buyer s Guide. Copyright 2011; BG3.11 Somerset Wealth Strategies, Inc. All Rights Reserved Buyer s Guide Copyright 2011; BG3.11 Somerset Wealth Strategies, Inc. All Rights Reserved 10 Facts to Know 1. Secondary Market Income Annuities (SMIA) can provide above average returns for the fixed income

More information

Morgan Stanley - Current Net Income and Statements of Performance

Morgan Stanley - Current Net Income and Statements of Performance Media Relations: Michele Davis 212-761-9621 Investor Relations: Kathleen McCabe 212-761-4469 Morgan Stanley Reports Second Quarter 2015: Net Revenues of $9.7 Billion and Earnings per Diluted Share of $0.85

More information

Fixed Income Trading ACCESS A WORLD OF FIXED INCOME OPPORTUNITIES. Your Business Without Limits TM

Fixed Income Trading ACCESS A WORLD OF FIXED INCOME OPPORTUNITIES. Your Business Without Limits TM Fixed Income Trading ACCESS A WORLD OF FIXED INCOME OPPORTUNITIES Your Business Without Limits TM 2 FIXED INCOME TRADING Explore Our Fixed Income Capabilities Our dedicated team of experts, electronic

More information

Determining Your Advertising Objectives

Determining Your Advertising Objectives Determining Your Advertising Objectives by BNET Editorial Tags: marketing, advertising, sales Clear objectives for an advertising campaign are essential. Do you want to generate leads or encourage brand

More information

We provide a truly personal service

We provide a truly personal service We provide a truly personal service Welcome C. Hoare & Co. is a bank which is proud of its heritage but focused on the future. We combine the traditional values of prudence and integrity with thoroughly

More information

Small/Mid-Cap Quality Strategy (including FPA Paramount Fund, Inc. and FPA Perennial Fund, Inc.)

Small/Mid-Cap Quality Strategy (including FPA Paramount Fund, Inc. and FPA Perennial Fund, Inc.) Small/Mid-Cap Quality Strategy (including FPA Paramount Fund, Inc. and FPA Perennial Fund, Inc.) Investment Policy Statement OVERVIEW Investment Objective and Strategy The primary objective of the FPA

More information

Our firm and Fidelity. Working together for you.

Our firm and Fidelity. Working together for you. Our firm and Fidelity. Working together for you. Helping to serve your best interests. A powerful combination. 1 As your financial advisor, we re expected to make decisions about your money based on the

More information

Market Share Leadership of the Year, Vulnerability Assessment Global, 2010

Market Share Leadership of the Year, Vulnerability Assessment Global, 2010 Market Share Leadership of the Year, Vulnerability Assessment Global, 2010 Frost & Sullivan s Global Research Platform Frost & Sullivan is entering its 50 th year in business with a global research organization

More information

Garmin Reports Best Quarter and Best Year in Company History, Announces Share Repurchase Program, Offers 2008 Guidance

Garmin Reports Best Quarter and Best Year in Company History, Announces Share Repurchase Program, Offers 2008 Guidance INVESTOR CONTACT: Polly Schwerdt Phone 913/397-8200 E-Mail investor.relations@garmin.com MEDIA CONTACT: Ted Gartner Phone 913/397-8200 E-Mail media.relations@garmin.com Garmin Reports Best Quarter and

More information

SUPPLEMENT TO CALVERT VP NATURAL RESOURCES PORTFOLIO. Calvert Variable Products Portfolios Prospectus (Calvert VP Index Portfolios) dated May 1, 2016

SUPPLEMENT TO CALVERT VP NATURAL RESOURCES PORTFOLIO. Calvert Variable Products Portfolios Prospectus (Calvert VP Index Portfolios) dated May 1, 2016 SUPPLEMENT TO CALVERT VP NATURAL RESOURCES PORTFOLIO Calvert Variable Products Portfolios Prospectus (Calvert VP Index Portfolios) dated May 1, 2016 Calvert VP Natural Resources Portfolio Summary Prospectus

More information

The multi-bank, multi-instrument confirmation matching solution

The multi-bank, multi-instrument confirmation matching solution FusionBanking Confirmation Matching Service Software overview The multi-bank, multi-instrument confirmation matching solution A single window to automate and de-risk trade confirmations Our previous confirmation

More information

Consulting. Expertise. Delivered. WE RE MORE THAN JUST SOFTWARE. WE RE A COMPLETE SERVICES SOLUTION.

Consulting. Expertise. Delivered. WE RE MORE THAN JUST SOFTWARE. WE RE A COMPLETE SERVICES SOLUTION. Consulting Expertise. Delivered. WE RE MORE THAN JUST SOFTWARE. WE RE A COMPLETE SERVICES SOLUTION. OFFICES IN: INDIANAPOLIS SAN FRANCISCO SEAT TLE LONDON MELBOURNE SYDNEY SAO PAULO WE RE ExactTarget nice

More information

wealth management Insights on... P o r t r a i t o f t h e F a m i l y O f f i c e Offices that Serve Families with Exceptional Wealth

wealth management Insights on... P o r t r a i t o f t h e F a m i l y O f f i c e Offices that Serve Families with Exceptional Wealth Insights on... wealth management P o r t r a i t o f t h e F a m i l y O f f i c e Offices that Serve Families with Exceptional Wealth In 1889, Byron Laflin Smith a respected banker in Chicago, Illinois

More information

INVESTMENT MANAGEMENT SERVICES DISCLOSURE BROCHURE

INVESTMENT MANAGEMENT SERVICES DISCLOSURE BROCHURE INVESTMENT MANAGEMENT SERVICES DISCLOSURE BROCHURE PREFACE My advice to investors (who cannot give full time to a study of investments) is to seek out some trusted investment counselor. The emergence of

More information

how do you strengthen your marketing?

how do you strengthen your marketing? gartner.com Corporate Headquarters 56 Top Gallant Road Stamford, CT 06902-7700 U.S.A. +1 203 964 0096 European Headquarters Tamesis The Glanty Egham Surrey, TW20 9AW UNITED KINGDOM +44 1784 431611 how

More information