Investor Relations and Corporate Communications

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1 High-performance Investor Relations and Preparing for Convergence

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Transcript of Investor Relations and Corporate Communications

Page 1: Investor Relations and Corporate Communications

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High-performance Investor Relations and

Preparing for Convergence

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Confidential information. Not to be disclosed to third parties without prior consent from MZ

GLOBAL TRENDS | INVESTOR RELATIONS

Investor relations program;

Compliance and pro-active investor relations;

Best investor relations practices;

Consultants, service providers and technology.

Investor relations program;

Compliance and pro-active investor relations;

Best investor relations practices;

Consultants, service providers and technology.

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Integrated corporate communications program;

High-performance investor relations;

Lead the convergence model.

One-stop-shop model and focus on “last mile”

THEN NOW

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GLOBAL TRENDS | INVESTOR RELATIONS

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Consulting+

Services +

Innovation

Fulfill Current NeedsFulfill Current Needs

Technology+

Content +

Leadership

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How can MZ-Ilios help your company?

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INVESTOR RELATIONS WORKFLOW

Confidential information. Not to be disclosed to third parties without prior consent from MZ

MZ Solutions work within the Investor Relations and Corporate Communications Workflow.

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HIGH-PERFORMANCE IR

Managing market

expectations

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Managing its shareholder

base

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Integrated CORPORATE communications

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Complete and strategic perception and reputational study with main stakeholders (media, rating and lending agencies, analysts, institutional investors, retail investors and governmental agencies);

Detailed evaluation of the perception and value gaps;

Developing the integrated corporate communications program (IR, Corporate Communications and Board of Directors);

Strategic positioning, media monitoring, perception/value gaps monitoring (stock surveillance and market intelligence);

Feed to main communication tools (IR website and Online Press Room); and

Governance portal and continuous improvement.

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GLOBAL CAPITAL MAKETS INTELLGIENCEIDENTIFY YOUR SHAREHOLERS AND TARGET NEW ONES

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What sets our Capital Markets Intelligence Program apart?

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COMMUNICATIONS IR WEB SITE & ONLINE PRESS ROOM

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INVESTOR RELATION WEBSITES

Corporate Server

Corporate Website

MZCAN IR Server Pool

IR Website

CANpanelIROIR Webcast

Online Annual Report

Investment Professionals from Over 120 Countries

MZCAN Global Distribution Network

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COMMITMENT TO INNOVATION

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WEBSITES & SOCIAL MEDIA

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ONLINE PRESS ROOM

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An Online Pressroom is a section of your website that empowers your company to communicate directly with both the media and the public.

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• Essential For Retail Market• Media Platform CMS for Corp. Comm and PR• Publicist, journalist and marketer-tested• Hosted Online Newsrooms, Microsites, Multimedia Sites• Host more than:

Half a million pages of web content1,000s of digital video clips1,000s of digital audio programs100s RSS feeds1,000s of press releases

ONLINE PRESS ROOM

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INTEGRATED INFORMATIONDASHBOARD FOR C-SUITE

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More usability and better interaction among Board Members in the meetings

DASHBOARD FOR BOARD & C-SUITE

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Governance & Value Monitoring

Board PortalBV TeamSpaceBoard Portal

BV TeamSpace

Corporate Secretary Office

BV TeamSpace

Corporate Secretary Office

BV TeamSpace

Finance / IR / PRBV TeamSpace

Finance / IR / PRBV TeamSpace

LEAD - Analysis, Advice and Content Creation(Enterprise risk management, Value Gaps, Perception

Gaps and Market Intelligence)

LEAD - Analysis, Advice and Content Creation(Enterprise risk management, Value Gaps, Perception

Gaps and Market Intelligence)

IR Website and Online Press Room

(public)Internal IT or LEAD

IR Website and Online Press Room

(public)Internal IT or LEAD

Investor Portal(protected)BV iPad app

Investor Portal(protected)BV iPad app

Analyst Opinions SWOTStock & Market Data

Press CoverageSocial Networks Buzz

Charters, Bios, Bylaws, Committees

Board Materials

Stakeholders’ Sentiment

Executive TeamBV TeamSpaceExecutive TeamBV TeamSpace Analyst Briefings

SEC FilingsGeneral Meetings

Press Releases

Audit Committee Approvals

Competitive Positioning

Road shows

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What’s next?

• Align Management, Board and Shareholders:– Streamline information flow;– Enforce process discipline and controls;– Improve management visibility;– Enhance efficiency and reduce cost;– Build up reputation with stakeholders (minimizing perception gaps);– Enable value creation for shareholders and enterprise risk;

management;– Attract and retain the right investors (“hot targets”).

• Complete solution with best of breed players:– BoardVantage, trusted by the Fortune 100;– MZ Group, the world’s largest independent IR specialists.

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About MZ Group

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ABOUT MZ GROUP Founded in December 1999, MZ Group is world’s largest independent global investor relations,

governance and integrated corporate communications firm (2010 proforma revenues of US$ 25 million);

Full range of communications services: One-Stop-Shop business model including technology solutions, market intelligence stock surveillance and IPO journey;

Leadership, innovation and pro-active approach: IR Global Rankings, IR 2.0 Web Platform, IRvoice, Online Shareholder Meetings and Board/Investor Portals;

Entrepreneurship: global team of entrepreneurs and partners, highest commitment to clients; Serving 500+ companies in 10 countries; 250+ professionals in Beijing, Chicago, Hong Kong, New York, São Paulo and Taipei; Solid financials and Private Equity fund (28% ownership) at the holding level.

2121

Chicago

New York

São Paulo

Beijing

Hong Kong

Taipei

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IRGR | GLOBAL POSITIONING

Events in 5 cities 2010, evolving to 7 jointly with Institutional Investor Mag.:–IR Website–Financial Disclosure–Corporate Governance

IR Global Rankings – Best Practices and Brand Building Worldwide

New York (Feb 7, 2011)Amsterdam (2010)

São Paulo (2010) Taipei (2010)Beijing (2010)

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+250 professionals committed with our client’s success; Key executives are already in the company for 6 years (average); MZ’s business model contemplate 24x7 dedication; High-level professionals team (ex.: MBAs and post-grads).

OUR PEOPLE | MAIN ASSET

ChicagoSão Paulo

New York TaipeiBeijing

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Governance, Value Monitoring and IPO/APO Journey• IPO Journey:

– Positioning, investment message and valuation– Marketing materials and offering memo draft– Due diligence preparation (data room)– Management presentation and coaching

• Corporate Governance Services– Structuring of board of directors and coaching– Integrated platform (Board Panel & Investor Portal)– Enterprise risk management

IR Consulting and market intelligence• One-stop-shop IR services (outsourcing)• Market intelligence and stock surveillance• Global programs for investor relations • Financial services and technical translations• Technology services and proxy platform (OGM)• Shareholders ID and Investor Targeting• Peer studies & market intelligence• Non-deal roadshows• SEC Filings• Websites (IR and corporate)• Webcast & audio and video for events• CRM

Strategic positioning – Integrated program• Media relations and crisis management• Events and non-deal road show logistics• Annual and sustainability reports• Technology services and social media• Online Press Rooms

ONE STOP SHOP MODEL

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Thank you.Questions for us? Please call or email:

Enzo VillaniCEOO: 212.813.2979C: [email protected]

25www.lead-fin.com | www.mzilios.com | www.mz-ir.com | www.bric-com.com | www.groupmz.com