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Investor Relations What it is, how it works, and what it takes to succeed in this field.
Our Background
What is Investor Relations? <ul><li>Investor relations: </li></ul><ul><li>A strategic management responsibility required f...
IR Short Definition <ul><li>The IR function provides company information to investors to help them make informed buy and s...
IR and The Law <ul><li>Investor relations is tied to various legal regulations: </li></ul><ul><li>Requirements established...
Who Handles IR? <ul><li>The IR function can be handled by: </li></ul><ul><li>An individual within a company </li></ul><ul>...
Some of Our Clients <ul><li>Some of the companies we work with on investor relations: </li></ul><ul><li>The Marcus Corpora...
IR Audiences <ul><li>IR activities primarily target: </li></ul><ul><li>Individual investors </li></ul><ul><li>Institutiona...
What Does an IR Person Do? <ul><li>Primary responsibilities for the IR person include: </li></ul><ul><li>Developing an ove...
IR Communication Vehicles <ul><li>News Releases </li></ul>
IR Communication Vehicles <ul><li>Conference Calls and  </li></ul><ul><li>Webcasts </li></ul>Fact Sheets
IR Communication Vehicles <ul><li>Annual Reports </li></ul>
IR Communication Vehicles <ul><li>Annual Meeting </li></ul>
IR Communication Vehicles <ul><li>IR Websites </li></ul>
IR Communication Vehicles <ul><li>Presentations </li></ul>
IR Communication Vehicles <ul><li>Media Relations </li></ul>
Evaluating Success <ul><li>The success of an IR program can be measured by: </li></ul><ul><li>Comparing key ratios with pe...
The IR Skill Set <ul><li>To be successful in the field of IR, you MUST have: </li></ul><ul><li>Excellent writing and verba...
IR – A Unique Combination of Business and Communications. Any questions?
Thank You!
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What is Investor Relations?

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What is Investor Relations?

  1. 1. Investor Relations What it is, how it works, and what it takes to succeed in this field.
  2. 2. Our Background
  3. 3. What is Investor Relations? <ul><li>Investor relations: </li></ul><ul><li>A strategic management responsibility required for publicly-traded companies. </li></ul><ul><li>Integrates finance, communication, marketing and securities law compliance. </li></ul><ul><li>Enables effective two-way communication between a company, its shareholders and the financial community. </li></ul><ul><li>Contributes to achieving fair valuation for the company. </li></ul><ul><li>A form of marketing. </li></ul>
  4. 4. IR Short Definition <ul><li>The IR function provides company information to investors to help them make informed buy and sell decisions. </li></ul>
  5. 5. IR and The Law <ul><li>Investor relations is tied to various legal regulations: </li></ul><ul><li>Requirements established by SEC. </li></ul><ul><li>Wire service disclosure/stock exchange notification. </li></ul><ul><li>Insider trading. </li></ul><ul><li>Accounting requirements. </li></ul>
  6. 6. Who Handles IR? <ul><li>The IR function can be handled by: </li></ul><ul><li>An individual within a company </li></ul><ul><ul><li>i.e. Director of Investor Relations </li></ul></ul><ul><li>A department within a company </li></ul><ul><ul><li>i.e. Corporate Communications or Investor Relations </li></ul></ul><ul><li>Supported by outside consultants </li></ul><ul><ul><li>Communications </li></ul></ul><ul><ul><li>Legal </li></ul></ul>
  7. 7. Some of Our Clients <ul><li>Some of the companies we work with on investor relations: </li></ul><ul><li>The Marcus Corporation (MCS) </li></ul><ul><li>Badger Meter (BMI) </li></ul><ul><li>Littelfuse (LFUS) </li></ul><ul><li>Roadrunner Transportation Systems (RRTS) </li></ul>
  8. 8. IR Audiences <ul><li>IR activities primarily target: </li></ul><ul><li>Individual investors </li></ul><ul><li>Institutional investors/money managers </li></ul><ul><li>Securities analysts </li></ul><ul><li>Secondary audiences for IR activities include: </li></ul><ul><li>Employees </li></ul><ul><li>Customers </li></ul><ul><li>Communities </li></ul>
  9. 9. What Does an IR Person Do? <ul><li>Primary responsibilities for the IR person include: </li></ul><ul><li>Developing an overall strategy. </li></ul><ul><li>Setting goals and objectives. </li></ul><ul><li>Developing key messages to support the strategy. </li></ul><ul><li>Overseeing IR program development and execution. </li></ul><ul><li>Providing feedback on the investor community to management team. </li></ul>
  10. 10. IR Communication Vehicles <ul><li>News Releases </li></ul>
  11. 11. IR Communication Vehicles <ul><li>Conference Calls and </li></ul><ul><li>Webcasts </li></ul>Fact Sheets
  12. 12. IR Communication Vehicles <ul><li>Annual Reports </li></ul>
  13. 13. IR Communication Vehicles <ul><li>Annual Meeting </li></ul>
  14. 14. IR Communication Vehicles <ul><li>IR Websites </li></ul>
  15. 15. IR Communication Vehicles <ul><li>Presentations </li></ul>
  16. 16. IR Communication Vehicles <ul><li>Media Relations </li></ul>
  17. 17. Evaluating Success <ul><li>The success of an IR program can be measured by: </li></ul><ul><li>Comparing key ratios with peer group, P/E ratio. </li></ul><ul><li>The number of analysts following the company. </li></ul><ul><li>The number of requests for information. </li></ul><ul><li>Stock trading activity. </li></ul>
  18. 18. The IR Skill Set <ul><li>To be successful in the field of IR, you MUST have: </li></ul><ul><li>Excellent writing and verbal communications skills. </li></ul><ul><li>Knowledge of accounting and financial terms. </li></ul><ul><li>The ability to think strategically. </li></ul><ul><li>An understanding of the stock market and how it works. </li></ul><ul><li>A marketing mindset. </li></ul><ul><li>You also have to be comfortable working closely with top management. </li></ul>
  19. 19. IR – A Unique Combination of Business and Communications. Any questions?
  20. 20. Thank You!

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