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| Preface | |
| Managing Investor Relations | |
| Why Have an Investor Relations Department? | |
| Investor Relations Objectives and Goals | |
| Investor Relations Tools | |
| Investor Relations Budget | |
| Float Management | |
| Managing Bad News | |
| Responding to Rumors | |
| Summary | |
| Investor Relations Officer Position | |
| Key Aspects of the IRO Position | |
| IRO Job Description | |
| Investor Relations Team | |
| IRO as Management Representative | |
| Summary | |
| Creating the Company Story | |
| Creating the Story | |
| Packaging the Story | |
| Strategic Credibility | |
| Clarifying and Mitigating Risk | |
| Company Reputation | |
| Matching the Company to the Story | |
| Duration of the Story | |
| Coordination with Public Relations | |
| Summary | |
| Event Management | |
| Conference Call | |
| Road Show | |
| Non-Deal Road Show | |
| Annual Meeting | |
| Plant Tour | |
| Annual Analyst Meeting | |
| Analyst and Industry Conferences | |
| Podcast Dissemination | |
| Video Dissemination | |
| Blog Dissemination | |
| Event Disclosure Issues | |
| Practicing for Events | |
| Summary | |
| Public Communications | |
| Constructing a Press Release | |
| Dealing with the Media | |
| Dealing with Electronic Message Boards | |
| Investor Relations Advertising | |
| Summary | |
| Publications | |
| Fact Sheet | |
| Annual Report | |
| Product Pipeline Report | |
| Company-Paid Research Reports | |
| Independent Research Reports | |
| Welcome Kit | |
| Videos | |
| Other Publications | |
| Information Tracking Systems for Publications | |
| Legal Liability | |
| Summary | |
| Investor Relations Web Site | |
| Basic Investor Relations Web Site | |
| Intermediate Investor Relations Web Site | |
| Advanced Investor Relations Web Site | |
| Web Site Layout | |
| Hyperlink Liability | |
| Sample Web Sites | |
| Summary | |
| Management Discussion and Analysis Section | |
| MD&A Reporting Requirements | |
| SEC Guidance | |
| Examples of Enhanced MD&A Disclosure | |
| Summary | |
| Disclosure | |
| Form 8-K | |
| Disclosure of Non-GAAP Information | |
| Regulation FD | |
| Disclosure Policy | |
| Disclosure Procedure | |
| Ensuring Compliance with Disclosure Rules | |
| Disclosure During an Initial Public Offering | |
| Summary | |
| Forward-Looking Statements | |
| Basis for Class Action Lawsuits | |
| Private Securities Litigation Reform Act | |
| Forward-Looking Statements | |
| Summary | |
| Providing Guidance | |
| Whether to Provide Guidance | |
| Form of Guidance Issued | |
| Frequency and Timing of Guidance | |
| Aggressiveness of Guidance | |
| Guidance Policy | |
| Summary | |
| Dealing with the Sell Side | |
| Analyst's Perspective | |
| Finding the Right Analyst | |
| Dealing with Analysts | |
| Negative Analyst Report | |
| Dealing with Brokers | |
| Pump and Dump | |
| Dealing with Investment Bankers | |
| Dealing with Sell Side Specialists | |
| Summary | |
| Dealing with the Buy Side | |
| Types of Investors | |
| Dealing with Institutional Investors | |
| Travel Requirements for Meetings with Institutional Investors | |
| Dealing with Individual Investors | |
| Dealing with Investment Clubs | |
| Dealing with Foreign Investors | |
| Investor Presentation | |
| Managing a Private Investment in Public Equity | |
| Accredited Investor | |
| Dividend Reinvestment | |
| Direct Stock Purchase Plans | |
| Summary | |
| Dealing with Credit Rating Agencies | |
| Credit Rating Agency Relationship | |
| Summary | |
| Dealing with Short Sellers and Activist Investors | |
| How Short Sellers Operate | |
| How to Handle Short Sellers | |
| Monitoring Short Sellers | |
| Dealing with Activist Investors | |
| Summary | |
| Dealing with the Board of Directors | |
| IRO and the Board of Directors | |
| Investor Relations Board Packet | |
| Summary | |
| Major Stock Exchanges | |
| Listing Process | |
| American Stock Exchange | |
| Overview of the NASDAQ | |
| NASDAQ Capital Market | |
| NASDAQ Global Market | |
| New York Stock Exchange | |
| Comparing the Stock Exchanges | |
| Summary | |
| Monitoring the Market | |
| Monitoring through Internet Services | |
| Monitoring through Individuals | |
| Surveying Investors | |
| Locating Investors | |
| Monitoring through a Stock Surveillance Service | |
| Monitoring through a Stock Transfer Agent | |
| Bloomberg Terminals | |
| Electronic Message Boards | |
| Activity Caused by Trading Strategies | |
| Summary | |
| Blue Sky Laws | |
| Blue Sky Law Requirements and Implications | |
| Blue Sky Advice for the IRO | |
| Proxy Solicitations | |
| Proxy Solicitation Concepts | |
| On-line Proxy Voting | |
| Proxy Distribution Process | |
| NYSE Rule 452 | |
| Summary | |
| Dividends and Stock Buy-Backs | |
| Transition to a Dividend | |
| Dividend Policy | |
| Stock Buy-Back Alternative | |
| Disclosure of a Stock Buy-Back Program | |
| Odd-Lot Shareholdings | |
| Summary | |
| Outsourcing Investor Relations | |
| Skill Set of an Investor Relations Consultant | |
| Managing the Consultant Relationship | |
| National Investor Relations Institute | |
| Summary | |
| Investor Relations Metrics | |
| Internal and Financial Metrics | |
| Peer Metrics | |
| Company-Specific Metrics | |
| Metrics Consistency | |
| Explaining Results | |
| Summary | |
| About the Author | |
| Index | |
| Table of Contents provided by Publisher. All Rights Reserved. |
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