Some of my writing since 2017

Check out my email newsletter theModel. I send it out on a weekly basis with a list of interesting articles in the world of business news. Most focused on tech or tech-enabled businesses and the commercial side of investment banking and asset management.

Four Ways Investor Relations Teams Keep Their Executives Informed

April 27, 2019

Investor Relations Officers with developed internal communications programs help senior leaders at their company understand their market and perform better. This past January, J.P. Morgan held its annual Healthcare Conference in San Francisco. There were 9,000 attendees and over 450 companies presenting. Fidelity has over $2 Trillion in assets under management. Their investment professionals meet with thousands of companies…

Boosting The ROI for Competitive Intelligence

February 19, 2019

Hint: More AI Is Not The Solution In our client engagements, we regularly speak with teams who gather competitive intelligence. This takes many forms including tracking competitors’ market share, pricing, new product launches, acquisitions, key hires, article mentions, web analytics, regulatory filings, legal proceedings, and market research. There is a tremendous amount of valuable information…

Five Investor Relations Trends You Will See in 2019

January 17, 2019

The capital markets are constantly evolving and 2019 is poised to be a year of major change. In this article we look at how these changes are impacting the marketplace participants with a focus on the Investor Relations programs of public companies. Changes in regulations, investor focus, structural shifts, and investor decision making processes are…

Getting Your Message Across: The Power Of Mobile Notifications

December 12, 2018

Did you get that email I sent? We have all been there. You spend time writing up a detailed update to your manager. You even spent time formatting the email and included a nice chart summarizing recent progress and attached the last deck that your team put together with even more details. But they never…

The Most Powerful Way to Deliver Your Investor Relations Program To Your Executives

November 16, 2018

The Launch Edition of StreetReader Is Here When we set out to create StreetReader, we had a belief that investor relations officers and their teams needed a better way to communicate with their executive team. What we have learned over the past year is that StreetReader can solve many more problems. As one of our…