Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The largest professional investor relations association in the world, NIRI’s more than 3,300 members represent over 1,600 publicly held companies and $9 trillion in stock market capitalization.
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As an independent, management-owned firm, our year-round support and analysis of the investor and governance environment allow us to prepare for successful outcomes well in advance of the shareholder meeting.
Since 2005, our firm has applied innovative methods to address the ever-changing roles of regulatory compliance, proxy advisory firms, investors, activists, and the proxy intermediaries. Our success is based on a combination of our dedicated professionals, their expertise, and the firm's collective commitment to flawless execution.
Alliance Advisors recently launched its latest expansion, Alliance Shareholder Communications; a full-service shareholder communications firm that provides transaction-based services to publicly traded corporations and mutual funds. These services include tailored Shareholder Asset Reunification Programs, Odd-lot Buybacks, and Mutual Fund Proxy Solicitation Services. This division is ready to provide top-notch customer service to help companies protect investors and clients from unnecessary government audits as well as offer a wide range of shareholder communication and solicitation programs for mutual funds.
For additional information, visit www.amstock.com, contact Tom Kies at firstname.lastname@example.org or call (718) 921-8547.
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $25.8 trillion in assets under custody and administration and $1.26 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Learn more at www.bnymellon.com or follow us on Twitter @BNYMellon.
- Foresee trends and developments from Washington;
- Gauge true levels of political or regulatory risk;
- Understand timing and process;
- Know when and how to prepare for unsettling outcomes; and
- Exploit gaps in market understanding.
We provide our service to buy-side analysts, portfolio managers, strategists, and corporate executives.
Our analysts offer years of relevant professional experience in their fields, continuous sell-side coverage of news and events, deep appreciation of process and historical patterns in Washington, familiarity with context, and view grounded in documentary research as part of a rigorous, multidisciplinary approach to political risk assessment.
Where conventional wisdom is wrong, we often have a different perspective, helping clients identify gaps between market misperception and a better grounded view.
Capital Connections is an investor communications/corporate access platform, using broadcast-quality virtual access to supplement or replace conventional road show activities within investor outreach campaigns. It cuts down on the cost and time, and carbon footprint, of these international activities. It extends the reach of investor relations campaigns significantly, to targeted audiences including Bloomberg Professional Terminal subscribers.
At NIRI 2012, Capital Connections will showcase for the first time in N. America its newly launched Camerasaurus™ Studiobot™, the world's first compact, broadcast quality robotically controlled studio allowing audiences globally to participate in calendar or spontaneous company presentations, fully interactively from PC or Ipad, while the company protects its brand values and promotes effective message delivery.
We offer a range of educational and career resources, including the Chartered Financial Analyst (CFA) and the Certificate in Investment Performance Measurement (CIPM) designations, and are a leading voice on global issues of fairness, market efficiency, and investor protection.
Chorus Call provides customers a full suite of standard and value-added offerings, including assisted and unassisted audio conferencing services, video conferencing, web conferencing, media streaming, and event management services. In addition, Chorus Call offers advanced tools specifically designed to manage IR conferences and enhance the experience of the participants.
Across the globe, Chorus Call is trusted for its consistent delivery of professional and customized solutions. Offices are staffed by real people who speak the local language and understand the culture of their respective countries. Chorus Call's exceptional customer retention rate is the greatest testament to its quality of service.
Citi Markets provides world-class financial products and solutions across a broad range of asset classes through its underwriting, sales and trading, distribution and research capabilities. Products offered include equities, commodities, credit, futures, foreign exchange, emerging markets, G10 rates, municipals, prime finance and securitized markets.
Our Investment Research and Analysis division focuses on delivering the highest-quality company, sector, economic and geographic insights to our clients globally. The unit includes equity and fixed income research, economic and market analysis and product-specific analysis to help individual and institutional clients navigate a complex global marketplace.
CORPORATE & INVESTMENT BANKING
Our Corporate & Investment Banking franchise is among the world's foremost corporate and investment banks. It offers a full suite of strategic and financing products, services and advice to multinational and local corporations, financial institutions, governments and privately held businesses in more than 160 countries. With our strong local presence in many countries Citi has been in some markets for more than 100 years we use our country and sector expertise to lend money to our clients, help them raise capital and advise them on important transactions. Citi served clients on some of the most successful deals of 2011, including International Financing Review's Best Americas Securitization for Ford Credit, Best Emerging Asia Bond for Pertamina, Best Latin America Bond for Petrobras, Best Emerging EMEA Bond for VimpelCom, Best Yen Bond for Panasonic, Best Senior Financial Bond for Capital One and Best Americas Structure Equity Issue for AIB/MetLife.
Our proprietary perception study methodology, which utilizes our highly experienced team to collect and synthesize quantitative and qualitative investment community feedback about a company and then to interpret and communicate findings and action items, can be a powerful value creation resource for the IR professional.
We leverage our in-depth knowledge of benchmarks and IR best practices to provide strategic advisory services, including:
Analyst Day Strategy and Execution
Investor Presentation Development, Messaging
IR Diagnostic Reviews
IR Strategy and Program Support
"Producing Textron's Annual Report is challenging because We operate Many businesses in Multiple Industries. It's not a simple story, but it has to hold the readers attention. CSG helps us tell the story of our brand in an impactful way." Dave Sylvestre, Textron, Inc.
"CSG designed our IR Website and we couldn't be happier..!" Jim Dean VP IR Penn Virginia
"CSG did a nice job on our Investor Presentation. They were very easy to work with." Sunoco, Inc.
"We Trust CSG." Dave Sylvestre, Textron, Inc
"Evan can't Golf to save his life, but he does a Great Annual Report!" Doug Wilburne VP Textron, Inc.
"Creativity!!, that's why we've been with CSG for 10 Years" Jeanne Leonard, Liberty Property Trust.
"CSG is the Greatest Print, or Interactive Annual Report design firm in the World." Evan Connolly, CEO CSG, Inc
"CSG's CEO is Brilliant!!" Evan Connolly, CSG's CEO.
TECHNOLOGY, LIFE SCIENCES, CONSUMER PRODUCTS, INDUSTRIAL, REAL ESTATE, FINANCIAL SERVICES, MANUFACTURING, OIL & GAS.
Deutsche Bank's Trust & Securities Services business, part of Global Transaction Banking, is one of the leading providers of trustee, agent, depositary, registrar, SPV management and related services for a wide range of financial structures and transactions. It is a leading depositary for American and Global Depositary Receipts, providing value-added services to companies raising capital in international markets or listing on the New York, NASDAQ, London, Luxembourg, Singapore or NASDAQ Dubai stock exchanges by means of depositary receipts. The ADR Group provides depositary bank and related services on more than 330 sponsored programs worldwide.
EDGAR Filing Services
On Line document creation and hosting services, Notice & Access
Full Financial and Commercial Print capabilities
Print Enabling Technology Services
Additionally, the DirectMarkets platform enables investors to initiate transactions directly with issuers, redefining the capital-raising paradigm. The result is greater transparency and substantially reduced time and costs associated with capital origination for existing public companies.
Eagle Rock was founded by a nucleus of highly experienced industry specialists with, on average, more than 16 years experience each. The employee-owners are seasoned industry veterans known as much for their high service standards, integrity and insight as for their ability to get the job done.
Give us a call and see how we can help you with:
*Corporate Governance Consulting;
*Mergers & Acquisitions;
*Phone Center Services.
Visit our website at www.eaglerockproxy.com.
Thousands of professionals at leading organizations around the world rely on EDGAR® Online to power their disclosure management, investor relations and financial analysis functions.
In premier hotels and conventions centers around the country, on-site FedEx Office® Print & Ship Center locations offer the critical business services you need to make your meeting or event a success. Whether you need signs and banners, direct mail, copying, packing and shipping, or last-minute office supplies, we have you covered.
Simply send us your files in advance to email@example.com and we will have your finished materials ready and waiting for you.
FedEx Office @ Sheraton Seattle is located on the second floor along the bank of windows on the 6th Ave side of the hotel.
The hours of operation are:
Monday - Friday 8:00 a. m. - 5:00 p. m.
Saturday/Sunday 9:00 a. m. - 5:00 p. m.
Additional staffed hours are available per request. Please give us two days advance notice.
The Strategic Communications practice of FTI Consulting, formerly known as FD, is one of the world's most highly regarded communications consultancies. With more than 20 years of experience advising management teams in critical situations, the Strategic Communications practice supports clients in protecting and enhancing their reputation in the capital markets, society and the political environment. Services of the Strategic Communications practice are financial communications, corporate communications and public affairs, with specialty offerings that include strategy consulting, research, creative engagement, crisis and issues management, and change communications. The Strategic Communications practice of FTI Consulting is an established market leader in M&A communications and has been for many years.
About FTI Consulting
FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations protect and enhance enterprise value in an increasingly complex legal, regulatory and economic environment. With more than 3,700 employees located in 22 countries, FTI Consulting professionals work closely with clients to anticipate, illuminate and overcome complex business challenges in areas such as investigations, litigation, mergers and acquisitions, regulatory issues, reputation management and restructuring. The company generated $1.4 billion in revenues during fiscal year 2010. More information can be found at www.fticonsulting.com.
IR magazine, available both in digital and hard copy form, is the only global publication focused on the interface between companies and their investors. Inside Investor Relations (www.InsideInvestorRelations.com) is the magazine's companion website, which has daily news updates relevant to IR professionals, past articles from the magazine and a mass of other information, including our research. Our twice-weekly e-newsletters provide the latest updates to more than 10,000 IR professionals worldwide.
The magazine's annual program of events covers the US, Europe, Canada, Singapore, Hong Kong and Brazil. Our region-specific awards have been the definitive hallmark of IR excellence and best practice for over 20 years now, while our think tanks offer a unique opportunity for high-level executives to share ideas with their peers and with our expert panels. IR magazine also hosts conferences and webinars as part of our commitment to providing ongoing education to the IR community.
IR Insight is the publication's research arm, which investigates issues relevant to IR by surveying both the investment and the IRO communities. IR Insight publishes an annual series of independent investor perception studies and in-depth research reports designed to provide IR professionals with the intelligence they need to excel in their jobs.
ICS' global client base extends to more than 1,400 companies located in the U.S., Canada, U.K., Europe and Japan, as well as other established and emerging markets worldwide. These industry leaders leverage ISS Corporate Services' database tools and analytics services to help them design, manage and measure their corporate governance programs in order to improve shareholder value and reduce risk.
ISS Corporate Services is a subsidiary of Institutional Shareholder Services Inc. and is headquartered in Rockville, MD with a European office based in London.
JCSmedia, Inc., founded in 1992, is a full-service business communications and event Production Company located in Atlanta. Over the years, we have produced meetings and events, large and small, across the country and internationally. We are equally at home producing Investor Days, Sales Meetings, Product Launches, high-profile Executive Sessions, Awards and Recognition events, installations, virtual meetings, web registrations, and tradeshows. Our work has included events for select audiences under 100 as well as large scale programs reaching 8,000 attendees. Regardless of type or size, we are always guided by our founding vision: Our number one priority is exceeding the customer's expectations by directing creative and technical components of multimedia for corporate communications. Most importantly, we pride ourselves in consistently delivering a polished and finished masterpiece on cue, on time, and within budget.
Our online SEC Publishing Platform puts our clients in control of their documents. SEC reporting teams enjoy 'one version' collaborative drafting in an online workspace, accelerating document preparation and ensuring accuracy.
Our advisory team offers recommendations on content, structure and graphic choices for your SEC disclosure, and our unique, EDGAR friendly layouts reduce print invoices considerably. Our clients' documents have become the reference for analysts, fund managers and other readers.
Labrador was founded in 1992, we have offices in Atlanta, Los Angeles, New York and Europe.
Customer Relationship Management is paramount in our organization. We are here to assist you with any questions or concerns you may have. Feel free to call us anytime at 1-917-338-3181 or visit us at Laurelhill.com
Our luxury resorts and hotels are dedicated to personalized comfort that evokes the same warmth as your own home. The little touches you'll find around every corner are sure to surprise and delight you throughout your stay.
A stunning fusion of modern design with stylish Oriental flair, Mandarin Oriental, New York features 248 elegant guestrooms and suites all with breathtaking views of Manhattan and Five-Star hospitality. With luxurious amenities, an idyllic location and legendary service, Five-Star Mandarin Oriental, New York redefines the hotel experience. Centrally located in Columbus Circle's Time Warner Center, Mandarin Oriental is just steps away from Central Park, world-class dining, shopping and entertainment, including Fifth Avenue, the Broadway Theater District and Lincoln Center. The view from the 6000 sq ft Mandarin Ballroom showcasing Central Park and the Manhattan skyline is just one of the many features that sets the hotel apart from the city's other top venues. Mandarin Oriental, New York has three unforgettable meeting spaces, the Mandarin Ballroom, Lotus Suite, and the Boardroom. Our rooms are easily adaptable for both an executive retreat and major conference for up to 600 delegates.
Mandarin Oriental, Boston:
Situated in Back Bay, Mandarin Oriental, Boston redefines luxury by blending Oriental style with Bostonian elegance. Ideally located for business and leisure travelers, the hotel offers direct access to the Shops at Copley Place through the Prudential Center and is in close proximity to the Financial District and Logan Airport. Mandarin Oriental, Boston's 136 luxurious guestrooms and 12 elegantly appointed suites set the city's standard for spaciousness. Offering every comfort of home, each guestroom has been designed with remarkable attention to detail and features oversized soaking tubs and separate shower, Frette bed linens, Red Flower toiletries and state-of-the-art technology. Spanning over 16,000 square feet, the Five-Star Spa at Mandarin Oriental, Boston welcomes guests with a holistic approach to wellness. With 10,000 square feet of function and meeting space, Mandarin Oriental, Boston hosts some of the largest, most technologically advanced events in Boston.
ModernIR's Equity AnalysisTM can help you separate the signal from the noise and use market structure to your advantage.
- Discover which market behavior changed price or volume
- Know where active investors price your stock, what we call Rational PriceTM.
- Set realistic management expectations about future price performance.
- Learn ways to work around market "noise" to enhance returns and resonance from strategic corporate marketing.
- Focus your targeting efforts based on current market structure elements.
- Measure IR success by sorting trading from substantive responses to outreach.
Find out what you don't know about your trading. Contact us to schedule a demo of Equity Analysis.
ModernIR brings today's complex trading markets into focus.
Contact: Tim Quast, President firstname.lastname@example.org
Morningstar, Inc., a leading provider of independent investment research, offers award-winning investor relations and corporate communications services. For over a decade Morningstar® Investor Relations Services has developed successful programs for more than 600 publicly traded firms of all sizes and industries. With its broad range of flexible and bespoke solutions, Morningstar aids companies with full corporate website design and development, hosted investor relations sites, interactive online reports, and dynamic investor data and tools.
With a team of highly experienced senior professionals and an integrated service portfolio, MZ ensures that companies are provided with the right tools and strategies to interact effectively with the investment community and the media, successfully conveying the investment message ("why invest in the company and why invest now?").
MZ's market intelligence, advisory and tactical support activities for investor relations and corporate communications programs are underpinned by a comprehensive IT infrastructure, allowing companies to rapidly achieve global standards of best practices.
NASDAQ OMX Corporate Solutions leads the industry with innovative products and services that power global business communications for today's forward-thinking public and private companies. NASDAQ OMX is the first and only exchange company dedicated to owning and operating a core platform of products that help companies minimize risk, maximize efficiency, and increase transparency. A majority of NASDAQ-100 companies have relied on our products and services to enhance their corporate communications, investor relations and board support. For more information on NASDAQ OMX Corporate Solutions, please visit http://www.nasdaqomx.com/whatwedo/corporatesolutions/.
In response to the increased demand for an accurate and efficient automated cost basis calculation solution, NetWorth developed its innovative flagship product, Netbasis in 1997. The first of its kind, the complex calculations and rich data was unparalleled in the marketplace. As a pioneer in the cost basis market, NetWorth Services was first to market with several of the features and operations currently offered by other cost basis vendors today.
Over the years, NetWorth Services has formed key strategic relationships, which have provided valuable insight and positioning within the industry. Our relationship with the Internal Revenue Service (IRS) began in 2000, and ultimately NetWorth was used as a vendor to verify cost basis information for their 2001 NRP Random Audit Study, where Netbasis identified over 11 Billion in under-reported capital gains taxes, which was reported in the 2005 National Tax Gap Report. The results of that study became an integral part in spearheading the current Cost Basis Legislation. We have also formed important partnerships and strategic alliances with several large entities within the financial services industry.
The products and services offered by NetWorth Services have also evolved. Beginning with the release of Netbasis, the company has consistently released various products and services that provide solutions to the marketplace through SaaS delivery models.
OpenExchange members can use our integrated desktop video as well as leverage their existing videoconferencing infrastructure to make their investor relations programs more visual and their communications more meaningful. OpenExchange allows you and your executive team to extend your reach to a broader audience in an efficient and cost-effective manner.
Use OpenExchange to:
Make Communications More Interactive
Enhance Investor Dialogue
Establish Virtual Access
Phoenix Advisory Partners is a specialized corporate governance consulting and advisory firm, providing a full-range of proxy solicitation, governance and information agent services. Phoenix provides service throughout North America, with principal offices in Toronto and New York. Clients include companies of all sizes in a broad range of industries and includes 10% of the Fortune 100.
Phoenix provides guidance and support for both Annual and Special shareholder meetings, including contested meetings and M&A transactions. Key issues include equity compensation plans, ESG proposals, Say on Pay and contested director elections. We also provide shareholder identification analysis, vote projections, retail and institutional investor communication campaigns.
For additional information, visit www.phoenixadvisorypartners.com, email email@example.com or call 866.533.5833.
For product information, please visit http://www.q4websystems.com.
RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC has more than USD800 billion in assets and one of the highest credit ratings of any financial institution - Moody's Aa1 and Standard & Poor's AA-. RBC is one of the strongest, most stable banks globally and has a Tier 1 Capital Ratio of 12.2%. By market capitalization, RBC is among the top 10 largest banks globally and the fourth largest in North America.
Based on the methodology established by Art Rivel over 40 years ago, Rivel offers the following services:
Investor Perception Studies: Qualitative and quantitative studies comparing results to a 20-year normative database. Rivel provides consultative action steps and recommendations.
Intelligence Council: Over 140 companies belong to the Council. Rivel conducts thousands of interviews per year among the global buy-side on what is IR best practice. The Council includes 2 conferences per year.
Smaller Perception Studies: Pre/post earnings call, pre/post analyst day, post roadshow: Mostly qualitative in nature, these studies provide key insights before or after events.
By simply providing its ticker symbol and the company's logo, a public company, in less than three weeks, can have its own customized app available for download by millions of investors. Through TheIRApp™, retail and institutional investors have access to automated, real-time stock price information (via live data feeds), press releases, SEC filings, analyst coverage, corporate documents (fact sheets, presentations, etc.), videos, audiocast conference calls, upcoming events and company contact information.
- The same information used by institutional investors
- Unique insight into buy-side decision making & activity
- Time saving analytical tools
- Comprehensive view across all components of your IR program
Visit our website to learn more: http://interact.thomsonreuters.com/IR
TMX Group is a cornerstone of the Canadian financial system and is at the center of Canada's equity capital market. TMX Group owns and operates Canada's two national stock exchanges - Toronto Stock Exchange serving the senior equity market, and TSX Venture Exchange serving the public venture equity market - as well as NGX, a leading North American exchange for the trading and clearing of natural gas and electricity contracts. From its preeminent domestic base, TMX Group's reach continues to extend internationally, through TSX Markets and TSX Datalinx which provide the trading and data to the global financial community who access Canada's equity capital market.
We provide financial modeling solutions for investors and corporate issuers. Our deep domain expertise in sophisticated financial modeling and platform-based software analytics combine to create state-of-the-art research tools that add significant value to both issuers and investors.
We provide two solutions dedicated to Investor Relation professionals; the Interactive Analyst Center and Consensus Estimate Analytics.
The Interactive Analyst Center (IAC)
Designed with the investor in mind, the Interactive Analyst Center is a best practice, hosted, self publishing database of company specific historical financial and operating data.
A simple link from any hosted IR website, the IAC aggregates in a spreadsheet format up to five years of your company's "as reported" financials, operating data and ratios, while offering the most advanced interactive charting available.
Consensus Estimate Analytics
Consensus Estimate Analytics is our cost effective, timely and customizable outsourced consensus estimate service.
Utilizing our years of modeling experience we aggregate, standardize and update your sell side estimate coverage in the template of your choice. Applying a team approach we strive for accurate timely delivery, all in a variable cost effective pricing structure.
For a free trial, demo or more information call us at 617 426 0900 or email us at firstname.lastname@example.org.
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