Investor Relations

What it is, how it works, and what it takes to succeed in this

field.

Our Background

What is Investor Relations?

Investor relations: A strategic management responsibility required

for publicly-traded companies. Integrates finance, communication, marketing

and securities law compliance. Enables effective two-way communication

between a company, its shareholders and the financial community.

Contributes to achieving fair valuation for the company.

A form of marketing.

IR Short Definition

The IR function provides company information to investors to help them make informed buy and sell

decisions.

IR and The Law

Investor relations is tied to various legal regulations:

Requirements established by SEC. Wire service disclosure/stock exchange

notification. Insider trading. Accounting requirements.

Who Handles IR?

The IR function can be handled by: An individual within a company

­ i.e. Director of Investor Relations A department within a company

­ i.e. Corporate Communications or Investor Relations

Supported by outside consultants­ Communications­ Legal

Some of Our Clients

Some of the companies we work with on investor relations:

The Marcus Corporation (MCS) Badger Meter (BMI) Littelfuse (LFUS) Roadrunner Transportation Systems (RRTS)

IR Audiences

IR activities primarily target: Individual investors Institutional investors/money managers Securities analysts

Secondary audiences for IR activities include: Employees Customers Communities

What Does an IR Person Do?

Primary responsibilities for the IR person include: Developing an overall strategy. Setting goals and objectives. Developing key messages to support the

strategy. Overseeing IR program development and

execution. Providing feedback on the investor community to

management team.

IR Communication Vehicles

News Releases

IR Communication Vehicles

Conference Calls and

Webcasts

Fact Sheets

IR Communication Vehicles

Annual Reports

IR Communication Vehicles

Annual Meeting

IR Communication Vehicles

IR Websites

IR Communication Vehicles

Presentations

IR Communication Vehicles

Media Relations

Evaluating Success

The success of an IR program can be measured by:

Comparing key ratios with peer group, P/E ratio. The number of analysts following the company. The number of requests for information. Stock trading activity.

The IR Skill Set

To be successful in the field of IR, you MUST have: Excellent writing and verbal communications

skills. Knowledge of accounting and financial terms. The ability to think strategically. An understanding of the stock market and how it

works. A marketing mindset.

You also have to be comfortable working closely with top management.

IR – A Unique Combination of Business and

Communications.

Any questions?

Thank You!