Category Archives: RetailInvestorConferences.com

Planets align. International issuers win.

Deutsche Bank, OTC Markets and our virtual investor conference platform align to help ADRs  (American depositary receipt) meet North American investors.

An ADR is a stock that is bought and sold on a US exchange but are shares in a non-US corporation. Deutsche Bank sponsors ADRs… allowing them to trade like any US-stock. Many ADRs, from mega-cap on down, list on the OTC Markets to get great exposure into the North American equities markets.

Tomorrow, Deutsche Bank is hosting their quarterly virtual investors conference, bringing 12 companies to the eyes and ears of a targeted investor audience -  including OTC Markets’.  Proudly, Deutsche Bank is working with us for their event technology as well as targeted investor distribution.

“ADRs offer U.S.-based investors remarkable portfolio opportunities.  Unfortunately, many of these international issuers are unfamiliar on how to reach these potential shareholders. Deutsche Bank has demonstrated great leadership by creating its quarterly virtual investor conference series.

Giving CEOs and their senior teams real-time, open interaction with U.S.-based investors is an important first step for building long relationships.”

~ John Viglotti, VP, Investor Relations Products and Services at PR Newswire & Vintage.

To register, visit www.adr.db.com/dbvic. Pre-registration is recommended. The OTC Markets’ announcement is below.

Above: John briefly discusses the benefits of the RetailInvestorConferences platform.

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OTCQX® Companies to Present in Deutsche Bank ADR Virtual Investor Conference on November 19

NEW YORK, Nov. 17, 2014 /PRNewswire/ — OTC Markets Group Inc. (OTCQX: OTCM), operator of Open, Transparent and Connected financial marketplaces for 10,000 U.S. and global securities, today announced OTCQX® companies Akzo Nobel N.V.,Localiza Rent a Car S.A. and Heineken N.V. will present in Deutsche Bank’s ADR Virtual Investor Conference on November 19, beginning at 9:15 a.m. Eastern time.  The event will feature live webcast presentations by international companies with American Depositary Receipt (ADR) programs in the U.S. as they showcase their stories and answer questions from U.S. investors.

November 19 Schedule of OTCQX Company Presentations:

  • 9:15 a.m. EST — Akzo Nobel N.V. (NYSE Euronext Amsterdam: AKZA; OTCQX: AKZOY)
  • 11:30 a.m. EST — Localiza Rent a Car S.A. (BM&FBovespa: RENT3; OTCQX: LZRFY)
  • 12:15 p.m. EST – Heineken N.V. (NYSE Euronext Amsterdam: HEIA; OTCQX: HEINY)

“We are pleased Deutsche Bank is showcasing OTCQX companies in its November 19 ADR Virtual Investor Conference,” said Jason Paltrowitz, Managing Director and Global Head of Business Development for OTC Markets Group.  “OTCQX ADRs are among the most shareholder-friendly, highly-visible and actively-traded ADRs in the U.S. market and offer a tremendous opportunity for U.S. retail and institutional investors and analysts interested in non-U.S. companies.”

“Our virtual investor conference provides a unique platform to connect non-U.S. companies with a wide range of U.S. investors – both institutional and retail – simply, cost-effectively and often without leaving their desks,” commented Zafar Aziz, head of DR Market Solutions at Deutsche Bank. “When combined with other more mainstream IR activities, our depositary receipt clients enjoy comprehensive marketing support to raise their market profile.”

“ADRs offer U.S.-based investors remarkable portfolio opportunities.  Unfortunately, many of these international issuers are unfamiliar on how to reach these potential shareholders,” said John Viglotti, VP, Investor Relations Products and Services at PR Newswire & Vintage. “Deutsche Bank has demonstrated great leadership by creating its quarterly virtual investor conference series.  Giving CEOs and their senior teams real-time, open interaction with U.S.-based investors is an important first step for building long relationships.”

There is no fee for participants to log in, attend live presentations or ask questions at the event.

To register, visit www.adr.db.com/dbvic. Pre-registration is recommended.

About OTC Markets Group Inc.
OTC Markets Group Inc. (OTCQX: OTCM) operates Open, Transparent and Connected financial marketplaces for 10,000 U.S. and global securities.  Through our OTC Link® ATS, we directly link a diverse network of broker-dealers that provide liquidity and execution services for a wide spectrum of securities.  We organize these securities into marketplaces to better inform investors of opportunities and risks – OTCQX®, The Best Marketplace; OTCQB®, The Venture Marketplace; and OTC Pink®, The Open Marketplace.  Our data-driven platform enables investors to easily trade through the broker of their choice at the best possible price and empowers a broad range of companies to improve the quality and availability of information for their investors.  To learn more about how we create better informed and more efficient financial marketplaces, visit www.otcmarkets.com.

OTC Link ATS is operated by OTC Link LLC, member FINRA/SIPC and SEC regulated ATS.

NYSE Companies Webcast Live to Investors, 11/13: RetailInvestorConferences.com

RIC_art.

NEW YORK, Nov. 11, 2014 /PRNewswire/ — PR Newswire/Vintage and BetterInvesting (NAIC) today announced the agenda of the upcoming RetailInvestorConferences.com, the monthly online investor conference series. Individual investors, institutional investors, advisors and analysts are invited.

CLICK HERE to pre-register +/or listen now to archive

November 13th live, virtual event:

  • 9:10 AM EST ~ Aflac Corporation ~ NYSE: AFL
  • 10:00 AM EST ~  Hannon Armstrong Sustainable Infrastructure Capital, Inc.  ~ NYSE: HASI
  • 10:45 AM EST ~ Capstead Mortgage Corporation ~NYSE: CMO
  • 11:30 AM EST ~ National Retail Properties, Inc. ~ NYSE: NNN

Pre-registration is suggested to save time. There is no fee for anyone to log-in, attend the live presentations and ask questions.

The next event is December 4, 2014 — time slots are filling quickly: It is recommended that public companies book their preferred time slot now. Click here to email John Viglotti at PR Newswire. IR firms and PR firms are invited to contact Viglotti.

Planning calendar available: To facilitate investor relations scheduling and budgeting, a full calendar of Retail Investor Conferences.com dates is available at:

http://www.retailinvestorconferences.com/VRIC_calendar.html

About RetailInvestorConferences.com

Since 2010, RetailInvestorConferences.com, created by BetterInvesting (NAIC) and PR Newswire, has been the only monthly virtual investor conference series that provides an interactive forum for presenting companies to meet directly with retail investors using a graphically-enhanced online platform.

Designed to replicate the look and feel of location-based investor conferences, Retail Investor Conferences unites PR Newswire’s leading-edge online conferencing and investor communications capabilities with BetterInvesting’s extensive retail investor audience network.

A stunning example of treating retail investors with transparency and respect

It’s time to stop calling retail investors “Mom & Pop” and give them the respect that is due. The web (and RegFD) has done a superb job of democratizing investment research – allowing the retail (Individual) investors to be as important as Institutional investors… if equities will allow them to be important.

Organovo Holdings understands this – and their dedication and practical perspective towards Main Street has undoubtedly driven their company and shareholder value up… including a listing migration from the OTC Markets onto the NYSE.

The executive team at Organovo is also transparent and fearless. This image below is from the open Q&A chat that immediately followed Organovo’s September 11 RetailInvestorConferences.com online roadshow presentation. 100% open chat. 100% unfiltered. Hard questions from smart investors. Transparency at it most tangible.

orgo+chat

Click image to enlarge. Look how many question they answered PLUS another 50 during the slide presentation!

I understand that “retail investors” are not everyone’s cup of tea, often touting IR bandwidth as a reason. That’s basically true, however a well-planned IR website (with the right content)  combined with  consistent, sincere outreach (i.e. Aflac presents once a quarter with us) and the extra effort  may be imperceptible yet the reward meaningful.

Lastly, please note how the CEO at Organova closes the chat out. “Sign up for email alerts at http://ir.organovo.com/investors/email-alerts/”  So smart.

Have a great day.

Eight tips for presenting at virtual investor conferences

Although the content (your story) is the same, presenting an online roadshow is NOT the same as presenting in front of a physical audience.

With over 40 virtual investor events on the board and participation in hundreds of hours of individual presentations by equities at RetailInvestorConferences.com, a few points rise to the surface that may guide your success. To be exact, virtual presentations are live, audio and slide webcasts with “presenter controlled” slide advancement. Online audience members can type and submit questions.

8.) Get a PROFESSIONAL photographer to make a head shot of the presenting executives. All virtual investor conferences (not just ours) request a speaker photo. Don’t use a cropped snapshot. Don’t use an iPhone and “go stand next to that wall.”

Spend the short money. Go to Sears. Go to JC Penny’s. You must do this.

Be cognizant that this is the only image of your presenter the audience will have. Ask yourself, “is that the face of trust?” The face people will give their money to?

7.) Unless your speakerphone is very, very expensive (or you do not have opposable thumbs) pick up and use the phone’s handset. Objectively, it ALWAYS assures the sound quality. Subjectively, the presenter can relax and just “talk normal” and your INVESTORS. DO. NOT. HAVE. TO. LISTEN. TO. THAT. ANNOYING. SPEAKERPHONE. SHOUTING. TONE.

6.) The competition is not a peer in your sector; it’s that cute cat video on YouTube. Get to the point quickly with a concise, 15 minute presentation. At a physical event, companies have the luxury of trapping investors in a room… not so with a virtual event.

Also, use plain English.

RIC_logos

Insight comes from mega to micro-cap presenting companies at RetailInvestorConferences.com

5.) Simplify your slides’ visuals. All webcast platforms shrink your slides down – plus we now have the scale of mobile tablets to think about. Nothing smaller than 24pt font size. Detailed photos, like aerials maps, will be illegible. Crop in to the key point you want to make. No snazzy slide transitions.

4.) Speak sloooooooowly. Although you are on the phone, try to keep the pace of a live presentation. We all tend to talk fast on the phone.

3.) For retail investors, deliver the most important message first. “Yes, we offer dividends.” Asking about dividends is the #1 question asked at RetailInvestorConferences.com.

2.) You may need to seed the Q&A with a couple of your own questions. Live or online, getting over that first question hump is important. Don’t, however, throw a softball – use a real question from your recent earnings call. The goal is not to “fool anyone,” just to get the dialog going.

AND THE NUMBER ONE TIP…

1.) Rehearse the presentation on your company’s WebEx type account to non-technical and non-financial people. This will amplify the pros and cons from the points above.

Have a great day.

Context helps online engagement flourish (example: RetailInvestorConferences.com)

Following up on last month’s post placing “IR engagement” in an uncomfortable juxtaposition with social media (read here), we have an example of engagement in a positive light. What’s key to note is that the technology used is, well… pretty darn social. The difference is the engagement’s context sets an appropriate expectation for dialogue.

On April 3, we held our 37th event at RetailInvestorConferences.com. These events are virtual investor presentations– CEOs and other executives webcasting to hundreds of current and potential investors. These conferences are not one-way CEO monologues. They are open dialogues. In fact, our presenting companies tell us again and again that the two-way engagement is the favorite aspect.

Two opportunities to engage:

1.) During the live, formal (slide) presentation, individual and institutional investors - at par - text in questions, live in real-time.  As you’ll read below, these are not softballs.

RIC_Qs

The CEO worked his way through the whole list. Details fuzzed for privacy. Click to enlarge the image.

2.) Post presentation, everyone is automatically transferred into the presenting company’s “virtual trade booth” where the Q&A session continues in a social media chat mode. 100% open and un-squelched. That’s about as social as you can get. Kudos to our transparent and “social” CEOs.

This is the live chat dialogue - still open to read in the company's booth... no need to fuzz here!

This is the live chat dialogue – still open to read in the company’s booth… no need to fuzz here! Click the image to read. 

Why is this mode of social media engagement successful for the issuer and investor alike?  It’s the context of the event itself:

  • The CEOs and senior teams have set aside the time expressly to have a dialogue with investors. As we know (read here), bandwidth is a concern of IR in regards to “ad hoc” social media. The investors (audience members) know their question will be seen and answered.
  • The booth discussion is generally in context to the preceding presentation. That focuses everyone to stay on point. No slip-of-the-selective-disclosure tongue.
  • It’s a committed audience. An audience member must take the brief effort to log-in to attend the event. From a Marketing POV, that action qualifies the person which generally affirms their engagement and interest. The issuers get hard, educated questions.

Proudly, last week’s event was one of our best – all focused on MLPs. The audience was a blend of retail and professional investors from:

Alhambra Investment Partners, LLC  |  Alliance Financial Group, Inc.  |  Allstate Financial  |  Antonio Financial Group  |  ARK Investment Management  |  AXA Advisors  |  Axiom Capital  |  Berkshire Capital  |  Bryan Advisory Services LLC  |  Commerce Family Office  |  Credit Capital Investments, LLC  |  Cypress Wealth Management, LLC  |  Deutsche Bank  |  Emerald Bay Wealth Management  |  Fidelity Investments  |  First Dallas Securities  |  Georgina Asset Management  |  Gratia Capital  |  Great Valley Capital Advisors  |  Infrastructure Capital Management, LLC  |  Jones-Richards Capital, LLC  |  Merrill Lynch  |  Millennium Capital   |  Montage Investments  |  Mutual of Omaha Investor Services  |  Needham & Company  |  Oppenheimer & Co.  |  PHS Investment Capital  |  Rosenthal Advisors  |  Schneider Investments  |  Sofia Capital Management  |  Steiner & Ellis, PLLC  |  Tamarin Financial  |  Tandem Wealth Management  |  The Public Register  |  Tiger Veda Management LLC  |  United Capital Financial Advisers  |  Wallach Planning & Investments  |  Wells Fargo Advisors, LLC  |  Woodberry Capital  |  SilverArc Capital  |  SMB Financial Services  |  Vestra Financial  |  Waterfront Capital, Inc.

Engagement is essential to investor relations:  set and meet expectations for dialogue in any media.

Have a great day.

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Master Limited Partnerships (MLP) Companies to Webcast Live, April 3rd at WealthManagement.com Investor Conference

Main Street and Wall Street investors to attend at RetailInvestorConferences.com

New York, NY, March 31, 2014 /PRNewswire/ — WealthManagement.com, working with PR Newswire and other organizations, today announced the agenda of the upcoming RetailInvestorConferences.com, the monthly online investor conference series. Individual investors, institutional investors and analysts are invited.

RIC_lobby

CLICK THE IMAGE to pre-register and save time: There is no fee for anyone to log-in, attend the live presentations and ask questions.

LINK: www.retailinvestorconferences.com > red “register/ watch event now” button

April 3rd Agenda: all times are Eastern standard

9:15 AM National Association of Publicly Traded Partnerships NAPTP Executive Director Keynote
10:00 AM Tortoise Capital Advisors LLC
10:45 AM CVR Partners, LP NYSE: UAN
11:30 PM EV Energy Partners LP NASDAQ: EVEP
12:15 PM StoneMor Partners LP NYSE: STON
1:00 PM MainGate MLP Fund OTC: AMLPX, MLCPX (as of 3/31/14) and IMLPX
1:45 PM OCI Partners LP NYSE: OCIP

MLPs are favored by many retail investors because they offer the affordability and liquidity of corporate stocks and bonds combined with the advantages of investing in a partnership. MLPs generally pay investors regular cash distributions, and many offer growth potential as well. There are more than 90 MLPs on the market, with the majority in industries related to energy and natural resources.

The next event is May 1st, 2014 — time slots are filling quickly: It is recommended that public companies book their preferred time slot now. Click here to email John Viglotti at PR Newswire. IR firms and PR firms are invited to contact Viglotti.

Planning calendar available: To facilitate investor relations scheduling and budgeting, a full calendar of Retail Investor Conferences.com dates is available at http://www.retailinvestorconferences.com/VRIC_calendar.html

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About RetailInvestorConferences.com

Since 2010, RetailInvestorConferences.com, created by BetterInvesting (NAIC)PR Newswire and MUNCmedia, has been the only monthly virtual investor conference series that provides an interactive forum for presenting companies to meet directly with retail investors using a graphically-enhanced online platform.

Designed to replicate the look and feel of location-based investor conferences, Retail Investor Conferences unites PR Newswire’s leading-edge online conferencing and investor communications capabilities with BetterInvesting’s extensive retail investor audience network.

Media Contacts:

Bradley H. Smith
Director of Marketing, IR and Compliance Services
PR Newswire
+1.201.947.7157
bradley.smith@prnewswire.com

“This is the fifth virtual investor conference Deutsche Bank will host since its inaugural conference in September 2012.”

The title above is taken from Deutsche Bank’s recent press release.

And with that, congratulations (and thank you) to Deutsche Bank for the extra effort and dedication towards their DR clients’ goal of reaching “American” investors in a very direct manner: a virtual investor conference.

Smart stuff:

1.) Online presentations are investors’ favorite content. Read study here.

2.) No travel for ANYBODY. As you see below, tomorrow’s event touches several continents.

DB_

EDT Company Name Country Local Ticker ADR Ticker
9:00am Metro Pacific Investments Corporation Philippines MPI:PM OTC PINK: MPCIY
9:45am Credit Suisse Group AG Switzerland CSGN:VX NYSE: CS
10:30am Stora Enso Oyj Finland STERV:FH OTC QX: SEOAY
11:15am Technip S.A. France TEC:FP OTC QX: TKPPY
12:00pm Koninklijke Ahold N.V. Netherlands AH:NA OTC QX: AHONY
12:45pm Gameloft S.A. France GFT:FP OTC PINK: GLOFY
1:30pm EDP – Energias de Portugal Portugal EDP:PL OTC PINK: EDPFY
2:15pm Continental AG Germany CON:GR OTC PINK: CTTAY
3:00pm BASF SE Germany BAS:GR OTC QX: BASFY

3.) It’s very fair. Any investors – institutional or individual – can ask questions equally.

4.)  It’s very transparent. In addition to the formal Q&A, there is an informal “chat” in the presenting company’s virtual trade booth.

From DB:

Jose Sicilia, Global Head of Global Equity Services, at Deutsche Bank, said, “Deutsche Bank leverages the latest technology to offer a unique and convenient way for companies around the world to interact directly with US investors. Building on the success of our previous virtual conferences, we are continuing to help our clients to broaden their investor base by reaching investors outside of their home markets.”

5.) It’s easy for companies and attendees. The conference platform is bright and fast to work within. Check it out: www.adr.db.com/dbvic

Break a leg to the presenting companies tomorrow!

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(Oh, I have a 6th point: They modeled their now quarterly events after our RetailInvestorConferences.com evergreen series now in its fifth year insert obvious sales pitch here)

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