Today’s post is the second part of an interview I published yesterday with Jay Kalish, IRO at Allot Communications where Jay shared his thoughts on targeting investors, when he includes his management team in the meeting, and what materials are used to supplement the conversation.
In this last half of the interview, Jay talks about what follow up he does and how he measures the success of the one-on-one meeting:
Do you always follow up?  If so, how?
Following up is the key.  Once you have developed a relationship, you don’t have to …

I recently published Best Practices for conducting one-on-one meetings with the buy-side.  In the post, I outlined several thoughts to help IROs and their management teams make the most out of the meeting.  Such as:

Conducting a mock Q&A with management.
Tailoring information based on whether the investor is new or one that knows your story.
Providing insight and transparency instead of regurgitating previously disclosed information.
Deciding whether supplemental materials such as a PowerPoint should be used.

It’s always great to have feedback from the IR community on my posts.  So I was pleased when …

In case you missed it, you should take a look at IR Magazine’s latest IRO Perception Study. You  can download it here. As usual, it is a very worthwhile read and great to get free access to a study put out by IR Magazine, who has consistently gotten to the heart of the IR Industry with compelling and thought provoking work.
The study was put together by IR Insight and in a nutshell found that IROs have strong opinions about working with analysts and how they interact with investors. For …

Through my involvement over the past 10 years as a panel judge in the ‘Electronic Disclosure’ category of the Canadian Institute of Charted Accountants (CICA) Corporate Reporting Awards, I have become very familiar with the PotashCorp website (www.potashcorp.com). In my work with Q4, I often refer to it as an exemplary model of best practices.
Recently I interviewed Tim Herrod, Director, Treasury (C.A.) and former Manager, Investor Relations with PotashCorp, who was instrumental in helping to plan both the award-winning former site and current redesign, which was launched in January of …

Social media has made the sharing of ideas and information easy.  Sometimes you may see a tweet that catches your eye  – but if you’re not fast enough it’s already been replaced with something else.  Add to that, the fact that sometimes there are not enough hours in the day to read everything.
That’s why we’ve decided to put together a list of some interesting things we’ve been reading and subsequently sharing with our followers for the week of August 1, 2011:
Paper on investor relations and social media in the new …

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 …

Last Friday I returned from NIRI’s ‘Fundamentals of Investor Relations’ Seminar at the swank Loews Santa Monica Beach Hotel in sunny Santa Monica, CA. (My apologies to all my colleagues who toughed it out in -17 degree snow storms )
The program served as a boot camp for new IROs to familiarize them with all things IR: corporate disclosure issues and best practices; corporate governance; investor targeting & IR marketing; media & communications; understanding equity markets; planning and executing analyst days and non-deal road shows; understanding sell-side and buy-side …

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 …