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~ an analysis of the client’s shareholder base which is essential in determining ways to structure this base in order to add value.
~ the development of a database to proactively target desired segments of the investment community.
~ the development of an IR strategy, complete with plans and programs to implement the strategy.
~ arrange meetings (one on one and group) and road shows, providing follow-up feedback.
~ prepare MS PowerPoint presentations, speeches, displays, and other meeting material.
~ assist with and/or preparing news releases, quarterly reports, and annual reports.
~ the evaluation of all investor relations and shareholder, vendor, or service providers to improve service and reduce cost
~ the evaluation of transfer agents, and the negotiation of new contracts which will maximize your TA’s performance and reduce cost.
~ the design and implementation of a Direct Stock Purchase Plan.
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