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TESTIMONIAL

"As a rapidly growing large company we needed access to the US capital markets faster and more thoroughly than we could do on our ownWe wanted long-term institutional investors who understood our story and found it appealing.  The Christensens did all of that and more.  Howard and Jeff are unique.  They consider each client and associate as a friend and wanted us to look good.  We could not have functioned nearly as competently without their advice and consultation.  They kept us up to speed on the latest developments in investor relations, and our industry best practices.  Their industry expertise is outstanding, and they uniquely use perception research and feedbacks to enhance their base of knowledge.  They worked with our executives on their presentations and briefed us thoroughly before each investor meeting and conference call.  We knew exactly what to expect; no surprises.  Doing business with experienced professionals in a family-owned business is like a breath of fresh air."


Gary Lloyd
Director of Investor Relations
TransCanada PipeLines (NYSE)
Calgary, Canada

To receive a CMB publication, click on "Email Us" below:

CMB Minute: Investor Relations Solutions & Tips (CMB newsletter is circulated about 6 times per year.  Approximate time to read: 1-minute)

 

Articles, Recent CMB Newsletters, and Special Reports:

  1. Best Practices For Companies To Get On The Radar Screen Of Institutional Investors & Media™

  2. Investor Relations Goals: Are you 'putting out fires' most of the time, but want to be strategic?  These goals include outreach, messaging, and measuring the yield (results) of investor meetings.

  3. Best Practices in Corporate Governance and Transparency

  4. Roadshows: Evolution of the changing capital markets, trends and investor relations best practices for meetings with institutional investors.

  5. Financial Facts: Helps prospective institutional investors build their financial model on your company.

  6. Smart Board of Directors: A National Association of Corporate Directors study revealed 60% of directors feel their respective company is "somewhat effective" or "below acceptable levels" in director education and development.  This article explains how to help ensure your Board of Directors are well-informed.

  7. Investor Relations Training: CMB's Investor Relations Training Agenda that includes trends in investor relations.

 

Click Email Us to request a CMB publication.

These publications mentioned above are based on hundreds of interviews with top institutional investors at Alliance Capital Management, Fidelity, Goldman Sachs Asset Management Intl., Janus, and many other North American and European money managers.

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