We have a large and continuously growing database of relationships with institutional investors, family offices, high net worth individuals, retail brokers, and other influential investors. We accomplish this through our client investor outreach and our three IDEAS conferences, which are attended by over 1,000 investors annually.
+ Investors trust us
Not only do we have a large and growing base of relationships, through the years we have become a trusted source of good ideas for investors. We have a successful track record with our client base and our investor conferences. We have a reputation to protect, and as such, we only work with companies that we believe are good long-term investments.
+ Track record of Delivering Success
We develop annual IR plans with each of our clients with defined goals every year. We regularly measure our success and have developed an excellent track record for delivering tangible results. Our programs are designed to help plan, execute and track the key activities that will allow our clients to achieve their investor relations goals. We realize the management time related to interacting with investors is scarce and we work hard to make sure that time is used effectively.
+ IDEAS Investor Conferences
Our conferences are independent venues for quality public companies to present their investment merits to the RIGHT group of influential professional investors. And unlike traditional conferences, we think it makes more sense for institutional investors to have input on which companies are invited to present. Attendees are limited to presenting company management teams and professional investors only. Each conference has an average attendance of 350 investors and 70 presenting companies per event.
+ You deal directly with experienced professionals
Our senior professionals have an average of 20 years’ experience in investor relations and/or capital markets. Our team strategically includes experienced IR agency professionals, former directors of research, sell side research analysts, and money management firm analysts. Our team is also actively involved in the National Investor Relations Institute (NIRI) and the CFA society, the organization that sets ethical and professional standards for professional investors.