• Why Investor Relations?

    For more than 40 years, the CFA Institute has advocated for efficient capital markets that are ethical, transparent, and provide investor protections. One of the Institute’s guiding principles states: “Investors need complete, accurate, timely and transparent information from securities issuers.”

  • Why InsuranceIR?

    Insurance companies face unique challenges when communicating with investors and InsuranceIR is uniquely suited to help with industry-specific support.

    The primary purpose of this blog is to offer specific ideas on how insurance companies can achieve that objective.

    The supporting pages offer information on InsuranceIR's capabilities and how firm principal Heather J. Wietzel can help your company improve your investor communications.

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  • Copyright 2012

SNL Seminar: Effective Investor Relations (Atlanta – December 10-11)

Something to look forward to — an executive seminar tailored specifically for bank, insurance and REIT professionals covering Effective Investor Relations hosted by the SNL Center for Financial Education* on Monday and Tuesday, December 10 and 11, in Atlanta. The program for the seminar will be directed by Lynn Casteel and Jeffrey A. Schoenborn, principals of Casteel Schoenborn Investor Relations, who bring significant experience with bank and REIT investor relations. InsuranceIR will offer the insurance-sector IR expertise. (You may recall that Jeff and I teamed up for an SNL webinar in August on Building an Effective Earnings Package.)

I encourage you (or one of your IR team members) to consider joining us in Atlanta for this seminar. Unlike generic IR courses, Effective Investor Relations is designed specifically for our industries. We plan to provide participants the framework and tools to:

  • Develop or enhance a comprehensive IR and shareholder communications plan for their company taking into account the specific challenges of these industries
  • Execute it effectively in compliance with laws, regulations and best practices and
  • Evaluate its effectiveness

Over the two-day seminar, we plan to use case studies, prepared materials and lectures, to share ways to increase investor awareness and understanding of your company and ultimately build an IR program to increase shareholder value and position your company for growth. A quality investor relations program enables a company to positively influence its cost of capital and growth potential by increasing investor awareness of the company, elevating understanding of its strategy and market opportunities, showcasing the strength of its management team, and favorably differentiating the company from peer stocks.

Throughout the course, we plan to offer participants opportunities to break off into small, sector-specific groups working under our sector-specific expertise, making this the most relevant IR training you’ll find.

I encourage you to visit the SNL website to learn more about the agenda and other details for Effective Investor Relations (and register, if you wish). I would love to see you in Atlanta.

* Full Disclosure: InsuranceIR LLC purchases data services from SNL Financial and participates in their “IR Partner Program.” Under the terms of that program, any company that contracts for services from SNL based on my recommendation receives a credit on their initial bill. InsuranceIR does not receive any cash compensation for referrals. By participating in various marketing activities with SNL, I may receive non-cash benefits, such as higher visibility.

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