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Financial PR and investor relations

Financial PR and investor relations .COM Assignment: Due next Tuesday. Questions??? Assignment #2: I will hand these back after class – good job! Mid-term preparation – All my notes will go up on the web today. Review them and review the chapters too… Investor Relations (student led)

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Financial PR and investor relations

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  1. Financial PR and investor relations .COM Assignment: Due next Tuesday. Questions??? • Assignment #2: I will hand these back after class – good job! • Mid-term preparation – All my notes will go up on the web today. Review them and review the chapters too… • Investor Relations(student led) • Investor and Financial Relations – Examples???? • What is the goal of Financial PR? (Consistency, Credibility, Clarity) • Create Confidence, Build positive relations w/ finance community, share corp info • How is this different than regular PR? (Pp 282, 283) Why (Roalman)? What is the SEC? • Informing, affecting attitude and behaviour of investor publics.   Distribution of materials: Shareholder Meetings, Annual Reports, analyst briefings. • Enhance credibility of corporations in financial community.  Audience participation-invite to functions, get to purchase shares in company. • How to set-up a successful Annual Meeting: (P292)

  2. Financial PR (continued) • Audiences: Individual Investors, Program and Corps, Analysts,Financial Press • Role of Analysts – predictions vs actuals, forecasts, guidance, ‘street talk, etc. • Contents of Annual Report: Cover letter, Financial highlights, non-financial highlights, bal Sheet, Income Statement, Products and Services, customers, Corp Officers, locations, stock exchange, history (P294) • Summary:  Research for investor relations understands company status in financial and investment communities, need communicate with community and know your audience.; share owners, or potential ones, security analysts and investment counsellors, financial press and SEC. • Takeovers (Tenders and Proxy fights) and mergers/acquisitions • For Next Tuesday: Turn in Assignment #3. Guest Lecturer on Media Relations. • Assignment #4 will be handed out on Tuesday (Press Conference) • Thursday March 2nd: Event Planning (Guest Lecturers) • NOTE: At least 4 questions on the Mid-term will come from next weeks lectures

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