Kopec Associates Inc

Investor Relations is the marketing function that integrates all aspects of communicating with institutional and individual investors using direct contacts, printed materials and electronic tools, the financial news media, and targeting methods to identify potential investors.

Built into that definition is an assumption that IROs (Investor Relations Officers) and CFOs listen continuously to their managements, boards of directors and, especially their shareholders to make changes in their communications whenever they are not communicating effectively or there is some gap in the perception of the stakeholders and management.  In other words, they change their approach.

Among the many activities that we provide to clients are:

• Assistance with all aspects of "going public" or an initial public offering (IPO)
• Development of all financial materials and kits for institutional and individual and investors
• Annual reports, more often 10K "wraps" as part of an overall investor relations effort
• Meeting planning and one-on-one session contacts, qualification and scheduling
• Emergency meetings with investors at a time of unusual announcements or events
• Counsel on staffing financial communications functions
• Benchmarking investor relations programs and informal research follow up studies.
• Technology assessment and recommendations
• Overseas trips to Europe, Asia and other financial centers

• Board meeting metrics and e-packages
• Assistance with earnings announcements and conference calls
• Direct communications with analysts and brokers on behalf of the company
• Preparation of communications to avoid crises that could impact valuation
• Development of annual reports, fact sheets and corporate profiles
• Financial communications audits to benchmark all shareholder communications activities
• Assistance with presentations, presentation training, and web cast/conference calls
• Identifying new institutional investors