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Content. Driven.
Peter Gallagher
Table of Contents
Strategic Communications & Public Relationsā€Ø
ā€Ø
ā€¢ 1. Raising Visibility: Cushman & Wakefieldā€Ø
ā€Ø
ā€¢ 2. Corporate Messaging: Morgan Stanley
A. Appendix: Academic Background
Contact Informationā€Ø
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Strategic Communications
& Public Relations
1. Raising Visibility
Cushman & Wakefield
1.1 Raising Visibility
CUSHMAN & WAKEFIELD, NEW YORKā€Ø
Managing Director, Global Corporate Communicationsā€Ø
ā€Ø
ā€¢ Public Relations & Internal Communications Director supporting the Chief
Executive Officer and the Global Global Service Line Leadershipā€Ø
ā€Ø
ā€¢ Responsible for developing strategies for both Financial Communications in
coordination with the CFO and the majority shareholder as well as Crisis
Communications to protect the firmā€™s reputationā€Ø
ā€Ø
ā€¢ Served as a Speechwriter for former CEO John Cushman III and developed a
Communications plan to support the launch of Risk Management Services under
former New York Police Department Commissioner Ray Kellyā€Ø
ā€Ø
ā€¢ Publicized Research to enhance Thought Leadership and raise awareness of the
firmā€™s capabilities as well as increased employee engagement by promoting the
firmā€™s strategic priorities and significant wins
1.2 PR Best Practices
Compelling content to highlight the firm's best ideas, capabilities and successes
Draft Press Release: Obtain client approval
Prepare Talking Points: Media-train subject matter experts
Offer Press Exclusives: Embargoed release and spokesperson availability
Distribute Release: Email press list, post on website and share on social media
Engage Employees: Advise via internal memo, intranet article, video or pop-up
Address negative feedback with crisis communications agency
1.3 CEO Transition
Executing Leadership Transition communications strategyā€Ø
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1.4 Executive Profiles
Executive Profiles of Interim CEO and Global Service Line Leadershipā€Ø
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1.5 Earnings Process
Developing a world class earnings due diligence and dissemination processā€Ø
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1.6 Crisis Communications
Managing Crisis Communications to protect the firmā€™s reputationā€Ø
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1.7 Speechwriter
Speechwriter for former CEO John Cushman IIIā€Ø
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LABJ Businessperson of the Yearā€Ø
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1.8 Communications Plan
Developing a Communications Plan to launch Risk Management Servicesā€Ø
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1.9 Press Placements
Positioning the 1st comprehensive Risk Management offering by a CRE firmā€Ø
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1.10 Speaking Opportunities
Positioning Commissioner Ray Kelly as having unparalleled expertiseā€Ø
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Bloomberg The Year Aheadā€Ø
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1.11 Television Appearances
Positioning Risk Management as a business imperativeā€Ø
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Risks companies are facingā€Ø
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1.12 Promoting Significant Wins
Promoting significant client wins to increase stakeholder engagementā€Ø
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1.13 WSJ Deals of the Week
Pitching exclusive press coverageā€Ø
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1.14 NYT Exclusive Column
A first look at New York City's most luxurious available real estateā€Ø
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1.15 WSJ Property Reports
The latest and breaking Property Report newsā€Ø
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1.16 Publicizing Research
Publicizing Research to enhance Thought Leadershipā€Ø
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1.17 Distinguished Achievements
Commercial Property Executive Distinguished Achievement Awardsā€Ø
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1.18 Deals of the Year
Real Estate Forum Deals of the Yearā€Ø
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1.19 Social Media
Communications channels included blogs and Twitterā€Ø
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1.20 Company Auction
Highlighting company history and managing press inquiriesā€Ø
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1.21 Positive Feedback
ā€œHappy Journey Peter and my deep appreciation,ā€ CEO
ā€œI am ready to help you in the next chapter of your lifeā€, former Chairman
ā€œPeter. Thank you for everything. If I can be of help pls let me know,ā€ Interim CEO
2. Corporate Messaging
Morgan Stanley
2.1 Corporate Messaging
MORGAN STANLEY, NEW YORKā€Ø
Executive Director & Corporate Communications Financial Writerā€Ø
ā€Ø
ā€¢ Financial Writer of executive communications including speeches, talking points,
internal memos, earnings releases, annual letter to shareholders and proxy
materialsā€Ø
ā€Ø
ā€¢ Participated in projects including earnings due diligence, the response to the
draft Volcker Rule, a corporate Twitter launch, and a refresh of the Firmā€™s valuesā€Ø
ā€Ø
ā€¢ Series 24 Registered Principal compliance officer for communications with the
public by Corporate Communications, Philanthropy and Global Sustainable
Finance
2.2 Writer Best Practices
Clarity, written simply in plain English, at times highly personalized for executives
Proficient: Ability to grasp complex financial issues and translate into a narrative
Seasoned: Articulate in working one on one with members of senior management
Collaborative: Collegial in working with IR on time sensitive or longer lead items
Consistent: Corporate voice and messaging in terms of content, style and format
Manage: Move projects forward in a complex environment
Address potential issues or concerns of multiple stakeholders
2.3 Earnings Releases
Morgan Stanley Reports Third Quarterā€Ø
ā€Ø
ā€¢ http://www.morganstanley.com/about/ir/shareholder/3q2011.pdfā€Ø
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2.4 Corporate Actions
Morgan Stanley Reaches Comprehensive Settlement with MBIAā€Ø
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ā€¢ http://www.morganstanley.com/about/press/articles/de933308-080f-47af-
b939-4e9cba3832b9.htmlā€Ø
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2.5 Annual Shareholder Letter
Annual Letter To Shareholdersā€Ø
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ā€¢ http://www.morganstanley.com/2012ams/Letter-Shareholders.pdfā€Ø
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2.6 Proxy CD&A
Proxy Statement Compensation Discussion and Analysisā€Ø
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ā€¢ http://www.morganstanley.com/2012ams/303252_018.htm#tx303252_28ā€Ø
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2.7 Additional Soliciting Materials
Morgan Stanley Compensation and Governance Practicesā€Ø
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ā€¢ http://www.morganstanley.com/2012ams/ms-cgp.pdf?v=3ā€Ø
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2.8 @MorganStanley
Official Twitter account of Morgan Stanleyā€Ø
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ā€¢ http://twitter.com/morganstanleyā€Ø
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2.9 Firm Values Refresh
Refresh of Core Valuesā€Ø
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ā€¢ http://www.morganstanley.com/2013ams/MS-Shareholder-Letter.pdfā€Ø
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2.10 Series 24
Compliance for public communications by Philanthropy and Sustainable Financeā€Ø
ā€Ø
ā€¢ http://www.fastcoexist.com/1679573/how-to-launch-a-skills-based-volunteering-
program-and-make-it-lastā€Ø
ā€Ø
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2.11 Positive Feedback
Annual Letter To Shareholdersā€Ø
ā€Ø
ā€œLooks goodā€ - James Gorman, CEOā€Ø
ā€Ø
ā€œOverall I think it reads very well.ā€ - COOā€Ø
ā€Ø
ā€œI like it. A couple of comments:ā€ - CFOā€Ø
ā€Ø
ā€œFine by meā€ - Co-President, Institutional Securities Group
MBIA Settlement Press Releaseā€Ø
ā€Ø
"Overall this looks very good to me and we have certainly struck the right tone.ā€ā€Ø
- Global Head of Corporate Communications
Firm Valuesā€Ø
ā€Ø
"Thanks for all your help. Couldnā€™t have gotten these speaking points on time
without you!!!!" - VP, Marketing
Appendix
Academic Background
A.1 Academic Background
BOSTON COLLEGE, CHESTNUT HILLā€Ø
Bachelor of Arts Degrees in Economics & Historyā€Ø
- Gasson Scholar: The 30 most distinguished members of Freshman classā€Ø
- Ignatian Scholar: Cited for Academic Excellenceā€Ø
- Educational Policy Committee: One of 4 Student Representativesā€Ø
- University Relations Office: Administrative Assistant writing fundraising speeches
REGIS HIGH SCHOOL, NEW YORKā€Ø
Jesuit high school which all students attend on full scholarship
Chase Manhattan Bank Corporate Credit Trainingā€Ø
Four month program of Financial Risk Analysis & Cash Flow Lending
Boeing Airplane Evaluation Seminar
Series 24, 7 & 63, passed Level II CFA
Contact Information
Peter Gallagher
(914) 391-0498 Cell
gallagher.peter@icloud.com
https://www.linkedin.com/in/gallagherpeter/

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Peter gallagher strat comms & pr pitchbook

  • 2. Table of Contents Strategic Communications & Public Relationsā€Ø ā€Ø ā€¢ 1. Raising Visibility: Cushman & Wakefieldā€Ø ā€Ø ā€¢ 2. Corporate Messaging: Morgan Stanley A. Appendix: Academic Background Contact Informationā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 5. 1.1 Raising Visibility CUSHMAN & WAKEFIELD, NEW YORKā€Ø Managing Director, Global Corporate Communicationsā€Ø ā€Ø ā€¢ Public Relations & Internal Communications Director supporting the Chief Executive Officer and the Global Global Service Line Leadershipā€Ø ā€Ø ā€¢ Responsible for developing strategies for both Financial Communications in coordination with the CFO and the majority shareholder as well as Crisis Communications to protect the firmā€™s reputationā€Ø ā€Ø ā€¢ Served as a Speechwriter for former CEO John Cushman III and developed a Communications plan to support the launch of Risk Management Services under former New York Police Department Commissioner Ray Kellyā€Ø ā€Ø ā€¢ Publicized Research to enhance Thought Leadership and raise awareness of the firmā€™s capabilities as well as increased employee engagement by promoting the firmā€™s strategic priorities and significant wins
  • 6. 1.2 PR Best Practices Compelling content to highlight the firm's best ideas, capabilities and successes Draft Press Release: Obtain client approval Prepare Talking Points: Media-train subject matter experts Offer Press Exclusives: Embargoed release and spokesperson availability Distribute Release: Email press list, post on website and share on social media Engage Employees: Advise via internal memo, intranet article, video or pop-up Address negative feedback with crisis communications agency
  • 7. 1.3 CEO Transition Executing Leadership Transition communications strategyā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 8. 1.4 Executive Profiles Executive Profiles of Interim CEO and Global Service Line Leadershipā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 9. 1.5 Earnings Process Developing a world class earnings due diligence and dissemination processā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 10. 1.6 Crisis Communications Managing Crisis Communications to protect the firmā€™s reputationā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 11. 1.7 Speechwriter Speechwriter for former CEO John Cushman IIIā€Ø ā€Ø LABJ Businessperson of the Yearā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 12. 1.8 Communications Plan Developing a Communications Plan to launch Risk Management Servicesā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 13. 1.9 Press Placements Positioning the 1st comprehensive Risk Management offering by a CRE firmā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 14. 1.10 Speaking Opportunities Positioning Commissioner Ray Kelly as having unparalleled expertiseā€Ø ā€Ø Bloomberg The Year Aheadā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 15. 1.11 Television Appearances Positioning Risk Management as a business imperativeā€Ø ā€Ø Risks companies are facingā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 16. 1.12 Promoting Significant Wins Promoting significant client wins to increase stakeholder engagementā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 17. 1.13 WSJ Deals of the Week Pitching exclusive press coverageā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 18. 1.14 NYT Exclusive Column A first look at New York City's most luxurious available real estateā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 19. 1.15 WSJ Property Reports The latest and breaking Property Report newsā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 20. 1.16 Publicizing Research Publicizing Research to enhance Thought Leadershipā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 21. 1.17 Distinguished Achievements Commercial Property Executive Distinguished Achievement Awardsā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 22. 1.18 Deals of the Year Real Estate Forum Deals of the Yearā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 23. 1.19 Social Media Communications channels included blogs and Twitterā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 24. 1.20 Company Auction Highlighting company history and managing press inquiriesā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 25. 1.21 Positive Feedback ā€œHappy Journey Peter and my deep appreciation,ā€ CEO ā€œI am ready to help you in the next chapter of your lifeā€, former Chairman ā€œPeter. Thank you for everything. If I can be of help pls let me know,ā€ Interim CEO
  • 27. 2.1 Corporate Messaging MORGAN STANLEY, NEW YORKā€Ø Executive Director & Corporate Communications Financial Writerā€Ø ā€Ø ā€¢ Financial Writer of executive communications including speeches, talking points, internal memos, earnings releases, annual letter to shareholders and proxy materialsā€Ø ā€Ø ā€¢ Participated in projects including earnings due diligence, the response to the draft Volcker Rule, a corporate Twitter launch, and a refresh of the Firmā€™s valuesā€Ø ā€Ø ā€¢ Series 24 Registered Principal compliance officer for communications with the public by Corporate Communications, Philanthropy and Global Sustainable Finance
  • 28. 2.2 Writer Best Practices Clarity, written simply in plain English, at times highly personalized for executives Proficient: Ability to grasp complex financial issues and translate into a narrative Seasoned: Articulate in working one on one with members of senior management Collaborative: Collegial in working with IR on time sensitive or longer lead items Consistent: Corporate voice and messaging in terms of content, style and format Manage: Move projects forward in a complex environment Address potential issues or concerns of multiple stakeholders
  • 29. 2.3 Earnings Releases Morgan Stanley Reports Third Quarterā€Ø ā€Ø ā€¢ http://www.morganstanley.com/about/ir/shareholder/3q2011.pdfā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 30. 2.4 Corporate Actions Morgan Stanley Reaches Comprehensive Settlement with MBIAā€Ø ā€Ø ā€¢ http://www.morganstanley.com/about/press/articles/de933308-080f-47af- b939-4e9cba3832b9.htmlā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 31. 2.5 Annual Shareholder Letter Annual Letter To Shareholdersā€Ø ā€Ø ā€¢ http://www.morganstanley.com/2012ams/Letter-Shareholders.pdfā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 32. 2.6 Proxy CD&A Proxy Statement Compensation Discussion and Analysisā€Ø ā€Ø ā€¢ http://www.morganstanley.com/2012ams/303252_018.htm#tx303252_28ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 33. 2.7 Additional Soliciting Materials Morgan Stanley Compensation and Governance Practicesā€Ø ā€Ø ā€¢ http://www.morganstanley.com/2012ams/ms-cgp.pdf?v=3ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 34. 2.8 @MorganStanley Official Twitter account of Morgan Stanleyā€Ø ā€Ø ā€¢ http://twitter.com/morganstanleyā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 35. 2.9 Firm Values Refresh Refresh of Core Valuesā€Ø ā€Ø ā€¢ http://www.morganstanley.com/2013ams/MS-Shareholder-Letter.pdfā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 36. 2.10 Series 24 Compliance for public communications by Philanthropy and Sustainable Financeā€Ø ā€Ø ā€¢ http://www.fastcoexist.com/1679573/how-to-launch-a-skills-based-volunteering- program-and-make-it-lastā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø ā€Ø
  • 37. 2.11 Positive Feedback Annual Letter To Shareholdersā€Ø ā€Ø ā€œLooks goodā€ - James Gorman, CEOā€Ø ā€Ø ā€œOverall I think it reads very well.ā€ - COOā€Ø ā€Ø ā€œI like it. A couple of comments:ā€ - CFOā€Ø ā€Ø ā€œFine by meā€ - Co-President, Institutional Securities Group MBIA Settlement Press Releaseā€Ø ā€Ø "Overall this looks very good to me and we have certainly struck the right tone.ā€ā€Ø - Global Head of Corporate Communications Firm Valuesā€Ø ā€Ø "Thanks for all your help. Couldnā€™t have gotten these speaking points on time without you!!!!" - VP, Marketing
  • 39. A.1 Academic Background BOSTON COLLEGE, CHESTNUT HILLā€Ø Bachelor of Arts Degrees in Economics & Historyā€Ø - Gasson Scholar: The 30 most distinguished members of Freshman classā€Ø - Ignatian Scholar: Cited for Academic Excellenceā€Ø - Educational Policy Committee: One of 4 Student Representativesā€Ø - University Relations Office: Administrative Assistant writing fundraising speeches REGIS HIGH SCHOOL, NEW YORKā€Ø Jesuit high school which all students attend on full scholarship Chase Manhattan Bank Corporate Credit Trainingā€Ø Four month program of Financial Risk Analysis & Cash Flow Lending Boeing Airplane Evaluation Seminar Series 24, 7 & 63, passed Level II CFA
  • 40. Contact Information Peter Gallagher (914) 391-0498 Cell gallagher.peter@icloud.com https://www.linkedin.com/in/gallagherpeter/