Expertise
Leaders in the Practice of Investor Relations
Our team is committed to establishing and implementing best practices for our clients in investor relations and corporate communications. We are very active in professional organizations that provide community interaction and education on new developments across a wide range of topics, including regulatory compliance, securities law, finance, capital markets, marketing, public relations, social media and technology.
Professional Leadership Roles & Recognition
As a firm, we believe it is important for our team to be involved in leadership roles that inspire, motivate, define and accomplish positive change in our industry and the broader global community. In particular, we support non-profit organizations that are professionally and personally meaningful.
- NIRI Fellows Award for commitment and contributions to the IR profession
- Institutional Investor Magazine’s Top 5 Ranking of Best IR Professionals in Biotech
- NIRI National Board of Directors
Speaking Engagements
As long-time IR practitioners, we are frequently asked to present and moderate educational sessions in our industry. Below are highlights of our recent speaking events:
Presenter: The IR Calendar and Strategic IR Planning, (NIRI: The Association for Investor Relations Fundamentals of IR Conference 2023)
Moderator: The Rise of Retail Investing, Session: Retail Investors – Efficiency Drain vs. Secret Weapon (NIRI Investor & Issuer Invitational Forum (Big I) 2022)
Speaker, Career Development Hub (NIRI Annual Conference 2022)
Publications
As part of our professional outreach and educational activities, we publish articles and contribute to publications on standards and best practices in IR, corporate communications and capital markets.
- Contributor: Retail Investors: Reshaping Investor Relations (IR Update Magazine 2022)
Guest Columnist: From Investment Banking to IR (IR Update Magazine 2017)
Guest Columnist: The IRC Credential – Defining a New Standard (IR Update Magazine 2016)
