Last week I had the opportunity to moderate a panel on the rising use of financial blogs and the impact they are having on the financial landscape. We also discussed best practices for investor relation professionals – specifically: how to raise awareness with bloggers to get “covered” and how to respond to incorrect or undesirable posts. Panelists included. Howard Lindzon, co-Founder and CEO of StockTwits®. Zack Miller, a professional investor and blogger at Tradestreaming.com and Mick Weinstein, Head of Editorial at Covestor.
Outside of some technical problems I had with the laptop, I think the session …

In the second of two posts from the NIRI ‘Fundamentals of Investor Relations’ seminar in Santa Monica, we examine ‘The Buy Side’ in understanding the work of analysts. Our presenter was Victor Hawley, a Principal of Reed Conner & Birdwell where he serves as a well-respected Portfolio Manager/Analyst and co-manages the RCB Large Cap Value strategy.
The Buy Side works for institutional stock owners and manages trillions of dollars for every type of investor (individual, pension, corporate, government, museum, hospital, charity etc). Their clients are as global, as is the investment …

I missed this week’s #irchat.  As I was reading through the transcript (which can be accessed here), I thought I would transcribe the discussion for the benefit of everyone.
Typically, three or four questions are asked.  But this week, the first question dominated the hour-long session. @meetthestreet asked:
Q1: Institutional Investor recently wrote about social media’s role in equity research: http://bit.ly/94w06K. Do you think this has legs?
Here is a snippet from the article:
Bolstered by the low cost of online publishing and the rising popularity of blogs, discussion forums and commenting, a growing …

Recently, I responded to a discussion on LinkedIN entitled “Required skill sets for IR professionals”. The person who started the discussion was a former portfolio manager and head of research who now has his own consulting business that is putting together a training course for IR professionals. He asked “in addition to how the buy-side analyzes company financial statements and announcements, values a company’s shares and assesses corporate strategy what else would an IR professional need when dealing with the buy-side?”
Dealing with the buy-side has been pushed to the top of …