Part of most IR/PR Programs entails investor introductions for your clients, marketing, media exposure, introductions and meetings with analysts, brokers, etc. 

I am an innovator.  I am a problem solver.  I put my clients needs first.

I saw a need for my clients; yet saw no solution presenting themselves.  My solution?

Transforming Investor Relations, Public Relations, and Marketing: A Holistic Approach

In the dynamic world of IR/PR, I offer a comprehensive suite of services that extend far beyond traditional investor introductions, marketing, and media exposure. My goal is to meet your needs with innovative solutions, leveraging over 35 years of industry expertise.

Challenges I Addressed:

• Financial Conferences: Often poorly attended or filled with unqualified attendees.
• Unorganized Webcasts: Scattered topics and unaligned audiences.
• Empty Promises: Groups and organizations that overpromise and underdeliver.
• High Fees, Low ROI: Excessive costs for events yielding minimal returns.

My Approach: I am an innovator and problem solver, always prioritizing my clients’ needs. Identifying gaps in the market, I created tailored solutions:

1. Exclusive Conference Series:
   • Annual Closed-End Fund (CEF) Conferences: Dedicated to CEFs, avoiding the mix with ETFs and equity firms. Fees cover venue costs only, ensuring no financial gain for me but optimal networking for you.
2. One-Day/One-Place Roadshow:
   • Save on travel costs by attending my CEF Conference. Meet brokers, analysts, shareholders, and media in one convenient location.
3. CEF Network Portal (www.cefnetwork.com):
   • A marketing and social media hub with manager commentary, financial data, and news. Partnerships with media enhance your exposure.
4. Social Media Presence:
   • Our CEFN site is integrated with LinkedIn, Facebook, and Twitter, boosting your marketing and networking efforts.

Expanding BEYOND Closed-End Funds: I work with all types of firms, from local to global, listed to non-listed. My expertise spans various industries, ensuring your IR/PR and marketing needs are met.

Additional Initiatives:

• Website Design and Maintenance:
  • Simplifying the process by handling complete redesigns for usability, SEO, and competitive edge.
• Graphic Design and Logos:
  • Offering high-quality logo and graphic design services. I provide a free initial design to showcase my work.
• Public Relations and Marketing:
  • Comprehensive PR and marketing strategies to elevate your brand and reach your target audience effectively.
• Social Media Strategy:
  • As a certified social media strategist, I help companies leverage platforms effectively, overcoming legal and strategic hesitations.
• Comprehensive Perception Studies:
  • Reaching all investors, from small to institutional, to gather holistic insights and improve outreach.
• Technological Solutions:
  • Implementing vlogs for international clients, enhancing shareholder engagement with monthly visual updates.
• Media Engagement:
  • Securing diverse media coverage to enhance company visibility and credibility.
• Industry Knowledge and Contacts:
  • Utilizing an extensive contact list built over decades, facilitating immediate introductions and networking.
• One-Stop-Shop:
  • Offering a seamless integration of investor relations, financial media opportunities, marketing, branding, and more.

Recognition:

Awarded “Best Publicist” Award

Featured in Advertising Today for “Components of Public Relations Strategy.”