Category Archives: RetailInvestorConferences.com

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!

.

(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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We’re inviting 850,000+ Advisors & Investors to hear your MLP story

PR Newswire, BetterInvesting and WealthManagament.com join to bring you this SPECIAL event targeted at MLP savvy advisors and investors.

CLICK HERE to download the brochure.

CLICK HERE to read a summary.

MLP_full

NYSE, OTC and Nasdaq Companies Webcast to Online Investors: December 5th at RetailInvestorConferences.com

CEOs to take questions in real-time during formal roadshow presentations, meet and “chat” in virtual trade booths

New York, NY, December 2, 2013/PRNewswire/ — PR Newswire, BetterInvesting,  and MUNCmedia today announced the agenda of the upcoming RetailInvestorConferences.com, the monthly online investor conference series. Individual investors, institutional investors and analysts are invited.

Pre-registration is suggested to 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


9:30 AM

SGOCO Group, Ltd.

Nasdaq: SGOC

10:15 AM

Aflac, Inc.

NYSE: AFL

11:00 AM

SilverSun Technologies, Inc. 

OTC: SSNT 

11:45 AM

Finjan Holdings, Inc.

OTC: FNJN

12:30 PM

Organovo Holdings, Inc.

NYSE: ONVO

1:15 PM

22nd Century Group, Inc.

OTC: XXII

2:00 PM

DelMar Pharmaceuticals, Inc.

OTC: DMPI

2:45 PM

Prospect Capital Corporation

NASDAQ: PSEC

3:30 PM

Boston Therapeutics

OTC: BTHE

Educational session:

4:15 PM “Most Outstanding Stock Market Picks for 2014″

all times Eastern standard

On-demand events include: 

Advanced Bifurcation Systems, Inc. Private
BioLight Israeli Life Science Investments Ltd TASE: BOLT
Bone Biologics Private
Comstock Mining Inc. NYSE: LODE
Goldcorp Inc. NYSE: GG  TSX: G
IAMGOLD Corporation TSX: IMG  NYSE: IAG
Kivalliq Energy Corporation TSXV: KIV

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

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Media Contact: 

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

 

Investors Invited to Log-in 11/14 to Virtual Investor Conference: Hosted by Deutsche Bank

Deutsche Bank Depositary Receipts announced the line-up of its November 14 virtual investor conference, featuring live presentations from ten international companies. Company representatives will respond to questions in real-time during formal presentations and will also interact with investors in virtual trade booths. There is no fee for participants to log-in to attend the live presentations and ask questions.

Investors will also be able to schedule a one-on-one meeting with company senior executives.

Pre-registration is suggested to save time: https://vts.inxpo.com/Launch/QReg.htm?ShowKey=10481

November 14 Agenda(Eastern Time):

Company Name Country Symbol
9:00 AM VST Holdings Limited Hong Kong VSTHY
9:45 AM BDO Unibank, Inc. Philippines BDOUY
10:30 AM Coca-Cola Ïçecek Turkey COLAY
11:15 AM Continental AG Germany CTTAY
12:00 PM Petroleum Geo-Services ASA (PGS) Norway PGSVY
12:45 PM Fiat SpA Italy FIATY
1:30 PM Cielo S.A. Brazil CIOXY
2:15 PM MRV Engenharia e Participações S.A. Brazil MRVNY
3:15 PM JSL S.A. Brazil JSLGY
4:00 PM First Pacific Company Limited Hong Kong FPAFY

Post live event, presentations will be available for on-demand replay.

Edwin Reyes, Global Head of Depositary Receipts, Deutsche Bank, said, “Reaching investors beyond their home market is a top priority for our clients. Deutsche Bank’s virtual conference is a unique and convenient way for investors to hear from, and interact directly with, companies based outside of the US. We look forward to building on the success of our previous virtual conferences and providing this innovative solution as a way for our clients to broaden their investor base.”


Metals & Mining Online Investor Conference Feature NYSE and TSX Companies: November 7th at RetailInvestorConferences.com

LOGOMAP11

CEOs to take questions in real-time during formal roadshow presentations, meet and “chat” in virtual trade booths

New York, NY, NOV 6, 2013 / PRNewswire/ — TSX Equicom, BetterInvesting, PR Newswire, and CNW today announced the agenda of the upcoming RetailInvestorConferences.com, the monthly online investor conference series. Individual investors, institutional investors, and analysts are invited.

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

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

November 7th Agenda: all times are Eastern standard

10:00 AM Comstock Mining Inc. NYSE: LODE
10:45 AM IAMGOLD Corporation TSX: IMG

NYSE: IAG

11:30 AM Kivalliq Energy Corporation TSXV: KIV

OTC: KVLQF

12:15 PM TSX Metals & Mining Analyst Panel
1:00 PM Goldcorp Inc. NYSE: GG

TSX: G

On-demand events include: 

BioLight Israeli Life Science Investments Ltd TASE: BOLT
DelMar Pharmaceuticals, Inc. OTC: DMPI
Organovo Holdings, Inc. NYSE: ONVO
Bone Biologics Private
Advanced Bifurcation
Systems, Inc.
Private

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

The next event is December 5th, 2013 — 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. 

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About BetterInvesting

Since 1951, BetterInvesting (www.betterinvesting.org), the brand identity of the National Association of Investors Corporation, has helped over 5 million people become better, more informed investors. BetterInvesting, based in Madison Heights, Mich., helps its members build wealth through local, regional and national learning events as well as through Web-based tools, software, member publications and online resources. As the nation’s largest nonprofit organization dedicated to investment education, it provides investing knowledge and practical investing experience through local investment clubs, local volunteer chapters, online courses and an active online community. BetterInvesting and its subsidiary, ICLUBcentral, currently serve over 120,000 investors.

About PR Newswire

PR Newswire (www.prnewswire.com) is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 56 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content – from rich media to online video to multimedia – and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a United Business Media company.

Twitter @IRandCompliance

Media Contact:

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

 

Two reports offer a comprehensive view on Main Street investors

Blog karma. Yesterday’s posting of the Shareholder Confidence 365 Study result on annual reports flows perfectly into the new ProxyPulse report from Broadridge and PwC. The ProxyPulse report is a very worthwhile read.  

As an obvious companion report, I biasly recommend our Fall 2013 How Investors Consume Your IR Content report (download link on the right). Together, these two reports offer the most comprehensive view on Main Street.

From the Broadridge and PwC report, I especially like that they are challenging the Board of Directors to think (and ask questions) about retail. From ProxyPulse:

10 QUESTIONS DIRECTORS SHOULD ASK:

  1. What is the institutional and retail mix of our company’s share ownership?
  2. Do we fully understand the impact of retail voting at our company?
  3. How does our company’s size and mix of institutional and retail ownership impact the voting participation of our shareholders?
  4. Does the company have a communication program that allows for adequate engagement with all shareholders?
  5. How does our company’s shareholder support compare to that of our peers?
  6. Does the company anticipate a close shareholder vote on a sensitive issue?
  7. Are there situations where additional outreach to retail shareholders might make the difference on a close or sensitive voting issue?
  8. Do we understand the concerns of significant shareholders who may decide to vote against one or more of our directors, and/or pay plan, and what have we done to engage them?
  9. Have we done sufficient cost/benefit analysis of our distribution method(s) for proxy materials and its effect on voting participation?
  10. Have we had sufficient discussions around potential changes to how the company distributes proxy material?

IRROOMBLOGART

The value of retail (individual) investors varies from company to company. Beyond standard corporate transparency, how Main Street is courted is up to the issuer. The IR department creates their communications strategy that follows that value – and just like a marketing function, you focus where the money is.

Our job is to help our clients reach individual investors as efficiently as possible. An obvious example is RetailInvestorConferences.com – where 17,000 investors have opt-ed in to listen to company presentations month after month.

A less obvious example (but timely in juxtaposition to the NYSE “no more Thomson subsidy to Nasdaq” announcement) is our IR Room MST investor relations website service. We’ve added new functions that are intuitively proactive toward individual investor communications.

  • Includes a mobile app for fast, simplified access to your IR content. Safe to assume mobile is very important to retail’s research as institutions will still weigh heavy on their Bloomberg-esque portals
  • Includes a risk and hands-free solution to post your news releases into the StockTwits and Twitter streams – two networks ripe with individual investors and traders. This brief explains this newsflow.

Retail may not move your needle, but they are an outspoken group. Understanding what they want and what the do is key. Check out the reports.

Have a great day.

Join the Metals & Mining Virtual Investor Conference – live November 7th

LOGOMAP11Meet active investors by presenting your company’s message live during the next virtual Retail Investor Conference. This dynamic platform offers Metals & Mining companies seeking liquidity and a smart balance of individual and institutional investors the ability to expand their opportunities to meet and attract individual investors by offering a destination to engage directly with potential investors.

Who attends > View here

How Aflac works our events > View here

Client testimonials > View here

Get details about Metals & Mining event > Click here

Past presentors > View here

NexGen Life Sciences Virtual Investor Conference Brings Companies, Analysts and Investors Together on September 12th

Live, online webcasts presentations allow investors to ask questions in real-time and “chat” in virtual trade booths

LF_logoNew York, NY, September 10, 2013 /PRNewswire/ — CCG Investor Relations, BetterInvesting (NAIC), PR Newswire and MUNCmedia today announced the agenda of the upcoming RetailInvestorConferences.com, the monthly online investor conference series. Individual investors, institutional investors and analysts are invited. There is no fee for anyone to log-in and attend the live presentation. 

Pre-registration is suggested to save time: www.retailinvestorconferences.com> red “register/ watch event now” button

September 12th Agenda: all times are Eastern standard

8:15 AM BioLight Israeli Life Science Investments Ltd TASE: BOLT
9:00 AM Analyst Panel: NexGenDrugs and Global CROs
10:15 AM DelMar Pharmaceuticals, Inc. OTC: DMPI
11:00 AM Organovo Holdings, Inc. NYSE: ONVO
11:45 AM Bone Biologics Private
12 :30 PM Advanced Bifurcation Systems, Inc. Private

July’s “The Shale Revolution” presentations are available for on-demand replay here

Vanguard Natural Resources, LLC NASDAQ: VNR
Pacific Energy Development OTC: PEDO
Delta Natural Gas Company, Inc. NASDAQ: DGAS
Genie Energy, Ltd. NYSE: GNE, GNEPRA
Range Resources NYSE: RRC
Trans Energy Inc. OTC: TENG

The next event is October 3rd, 2013 — 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 PR Newswire

PR Newswire (www.prnewswire.com) is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 56 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content – from rich media to online video to multimedia – and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a United Business Media company.

Twitter @IRandCompliance

Media Contact:
Bradley H. Smith
Director of Marketing, IR and Compliance Services
PR Newswire & Vintage Filings
+1 201.947.7157
bradley.smith@prnewswire.com