Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Amp Marketing Overview
1. PETD Acorn Management Partners
Changes The Investor Relations Game
CYTR
Acorn Management Partners (AMP) has developed a platform of execution that is unmatched in the
CIGX investor relations space by delivering quantifiable results to their clients at the lowest cost possible
SSIE in the marketplace.
AUGT Any institution familiar with investor relations knows the difficulty in acquiring clear and positive results
from a investor relations program. Furthermore, for those results to be measureable they must be
FEED quantifiable. AMP ensures the utmost clarity and effectiveness by offering a proprietary solution (CRM)
which allows AMP’s clients to measure the effectiveness through transparency. AMP allows its clients to
WFT gain an in-depth perspective on communication between AMP and the minds of their financial professionals
that are interested in that specific company every two weeks in a complete and detailed activity summary
BEAC that is provided directly to the company.
BILB AMP has spent the last four years building an infrastructure that we believe is unmatched in the industry.
We use a “hands on approach” with existing shareholders, institutions, brokers, broker dealers, and the
RMCP investment community in general.
NLC
Although we believe in technology, we know that investor
PBIO relations really boil down to relationships. Relationships
PLSB are the only way to achieve the end result.
OUR DIVISIONS
SHAREHOLDER COMMUNICATIONS DISTRIBUTION INSTITUTIONAL
• Communicate to each and every • Build relationships with Broker
• Build relationships with
shareholder the vision or in some cases
Dealers/Brokers. (over 17,000)
institutions. (over 12,000
the NEW vision of the company. currently)
• Communicate ideas to
• Build an ongoing electronic database of those brokers. • Manage Research Division
each and every shareholder for release (Acorn Research, LLC.)
• Release Quick Facts & company
of news, research, updates, conference
profiles to those brokers. • Release research and news
calls, etc.
to Institutions
• Set up one on one meetings
• Continue to add new shareholders
between our clients and • Deliver research and ideas to
to that database (avg. 50 per broker)
brokers/broker dealers. those institutions through our
• Most importantly build a personal distribution channels.
• Set up conference calls between
relationship with that shareholder
our clients/companies and
on behalf of the company.
brokers/broker dealers.
• Creates Evangelist for the Company
• Build electronic database with
contact information for each
broker/broker dealer.
www.AcornManagementPartners.com
ATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 1
2. Research | Marketing | Data Collection
All in One Place.
JAY WALK (A DIVISION OF BNY)
• Over 1400 Institutional/buy side customers
•Soft dollar research for Bank of New York customers
KNOBIAS
• Over 400,000 individual and institutional investors
• 260,000 professionals in more than 125 countries, the seamlessly
integrates data, news, analytics, multimedia reports and e-mail
onto a single platform. Clients include the world’s central banks,
investment institutions, commercial banks, corporations and
news organizations.
THOMPSON REUTERS
• 327,000 financial market professionals working in the equities,
fixed income, foreign exchange, money, commodities and energy
markets around the world use Reuters products.
• Every subscriber in the Reuters network
ACORN RESEARCH
• Petroleum Development Corporation, symbol PETD, initiated
at $17.53 and traded over $50.00 per share.
• May 8, 2010 Acorn Research Initiated Coverage on Weatherford Intl.,
symbol WFT at $15.30, traded over $22.00.
• June 10, 2010 Acorn Research initiated coverage on Nalco Holdings;
symbol NLC at $21.25, traded over $32.00.
• September 7th, 2010 Acorn Research initiated a buy on Valero Energy;
symbol VLO at $16.92, traded over $22.90.
AMP MARKETING
AMP Email: Contact Management through workflow operations
1. Email Delivery Solution - Send both automated and on-demand emails to subscribers
2. Financial Advisors
3. Database Management – 28,000 in our CRM Data integrator
4. Confirmation Email - Following best practices, new subscribers are sent a
confirmation email to validate their address
5. IR Kit: Delivery of IR requested Pieces
I. AMP Quick Facts
II. AMP Company Profile
III. Company Prepared Investor Power Point
DATA COLLECTION
Email alerts: Opt-in visitors/shareholder/investors and advisory
to receive automated press release delivery.
Press Releases: Post to the website, Facebook, Twitter, and all news
is distributed by email to database subscribers.
www.AcornManagementPartners.com
ATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 2
3. AMP TWITTER
• Direct link to web site and all Company news release
@AMPSTOCKS
• Follow us @AMPSTOCKS
Currently, 13% of online adults use the status
update service Twitter, up from 8% in November
2010. This is a growing source of followers
COMMONLY USED SOCIAL MEDIA
Twitter 86 AMP TV: VIEWER MEDIA IN DIGITAL
Blogs 79 20 MILLION HOUSEHOLDS+
LinkedIn 78 AMP TV accesses over 20 million households. Each advertising medium is good at
Facebook 77
reaching a particular demographic. Now, with the access to all desired demographic
YouTube 41
Social Bookmarking 38 groups, AMP TV “Company Profiling” allows you to target and deliver your marketing
Forums 38 message to 20 million household viewers and prospective customers. TV transcends
StumbleUpon 28 all media, with 99% of all American households watching. We offer 40 commercials
Digg, Reddit, Mixx, etc. 26
a month in a One Minute “Spotlight” shown daily.
FriendFeed 18
0 20 40
PERCENT
60 80 100
AMP Advertising is Seen in
Millions of Households
20 Million
Households Nationwide
2009 2010
Television
Radio
2011
Newspapers
Outdoor
2012 2013
Magazines
Internet
5 Million
Households Nationwide
CHANGES IN REGULATION A. AND THE CROWD FUNDING BILL
The 3606 bill included the crowd funding bill by Senator McHenry, the 500 rule amendment on company ownership to now allow
1000 owners, Regulation A that allows you to test the waters through marketing if a business plan has legs but now you can do Reg
A for up to $50 million instead of the previous $5 million. One of the most significant changes is the Regulation D non-solicitation
removal which allows companies and entrepreneurs to advertise their need for capital against equity ownership online and via TV,
radio and other medium. Their amendment also outlines that you can only invest 5% of your revenue if you earn less than $100,000
per year versus the $10,000 max you can invest in the previous bill.
www.AcornManagementPartners.com
ATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 3
4. AMP | CRM Financial Advisor Database
In order to run smoothly, organizations often standardize processes across the organization and encourage users to adopt them.
Unfortunately, each business unit has a unique set of business processes. Employees are often unaware of these processes,
depend on co-workers for information, or are unaware that the completion of certain tasks are dependent on another employee’s
completion of the previous tasks. With a CRM technology in place these issues are solved.
Define workflow rules or create rules for automated business processes, including lead count and broker notifications, new
opportunity and Broker contact pipeline management, sales processes, management, and data transfer to news and updates.
Over 28,000 CRM Financial Advisors in the database and growing each month.
a. Investment Bankers
b. Fund Managers
c. Broker Dealer Owners/Broker
d. OSJ owners
e. Analyst
f. Media outlets
g. Shareholders, etc.
AMP REPORTS AND TRACKING:
BROKERS IN DATABASE CRM REPORT
AMP Company Profiles
www.AcornManagementPartners.com
ATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 4
5. AMP Market Outline: Strategy
TARGET MARKET Brokers • Bd’s • Large Investors • Micro Cap Institutions Nasdaq Firms
POSITIONING STATEMENT Description of the Company
SHAREHOLDER INCREASE 1. AMP EXECUTION
a. Reach out to 100 plus brokers daily
I. 13 STEP PROCESS
b. Broker Meetings ( Scheduled Trips)
c. Investor Conferences
INVESTMENT BANKING
1. Identify Investment Banks that could be a fit (a, b, c)
RELATIONSHIPS
INSTITUTIONAL STRATEGY 1. Identify institutional departments and BD’s that fit the Company’s Model
A. Institutional meetings in NY, CT, etc. to locate potential partners
B. Institutional road shows
C. Increase institutional ownership
SERVICE STRATEGY AMP – Expand with Channel Partners where there is a fit
RESEARCH MARKETING 1) Zacks Investment research
(PAID / NON PAID) PEOPLE 2) Research Partners (100 institution asset managers as clients)
AND COMPANIES TO WORK
ON FOR RESEARCH 3) BD/Institutional Research Report
4) S&P provides state blue sky compliance in up to 38 states facilitating
secondary trading of your company’s stock.
· Reach over 24 million* self-directed online account holders with Standard &
Poor’s Stock Report Coverage
· Clients at these top online brokerages can access your Standard & Poor’s Stock
Report for FREE...anytime, anywhere
AMP Gives You
the Edge You Need
1. Increase the long-term shareholder base
2. Make introductions to capital funding sources
3. Up listings from OTC.BB to NASDAQ or AMEX
4. Research coverage
5. Assist with lowering administrative expenses
• LEGAL • TRANSFER AGENTS
• ACCOUNTING • MEDIA
• EDGAR FILINGS • ADVERTISEMENTS
www.AcornManagementPartners.com
ATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 5
6. Targeted, Global Visibility
CHANNEL
PARTNERS Web Partners
Increase your company’s visibility—and connect
with the right investors—with PrecisionIR’s unrivaled
targeting solutions:
• Generate global visibility with our Annual Reports Service
Build awareness for your company through our global network of media partners reaching
14.4 million individual investors each day. PrecisionIR’s Annual Reports Service puts
Acorn’s Company Profile in the hands of interested investors while storing the database
for futher contact.
• Target Institutional Investors with Bloomberg Markets Spotlight
PrecisionIR and Bloomberg® have joined forces to launch Bloomberg Markets Spotlight—
an interactive application that will highlight your company, it’s message, and your webcasts
to Bloomberg’s exclusive audience of institutional investors.
www.AcornManagementPartners.com
ATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 6
7. Monthly Database Reports:
Informed Decisions
AMP MONTHLY DATABASE REPORTS
ACORN MANAGEMENT PARTNERS | U.S.A. ACORN MANAGEMENT PARTNERS | EUROPE
info@acornmanagementpartners.com info@acornmanagementpartners.com
www.AcornManagementPartners.com www.AcornManagementPartners.com
U.S. Phone: 770.709.5845 U.K. Phone: 44.0759.258.5237
MR. AMITABH SATAPATHY
Director Of Research,
Acorn Research
Acorn Research, LLC is an equity research firm. It focuses its research on small-cap, mid-cap, and large-
cap listed companies around the globe. The firm provides third party research. It employs a bottom
up approach for investment evaluation and offers company analysis, competitive analysis, investment
risks and benefits, company valuation, and technical analysis evaluation. The firm focuses on industry
evaluation, trends, and competition summary. It also offers on-site presentations to clients. The firm
caters to investment professionals, portfolio managers, and capital providers. Acorn Research, LLC is
based in Alpharetta, Georgia with additional offices in Swindon, United Kingdom and Bhubaneswar,
India. The firm is a subsidiary of Acorn Management Partners, LLC.
www.AcornManagementPartners.com
ATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 7