"As a rapidly growing large company we needed access to the US capital markets faster and more thoroughly than we could do on our own. We 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
Below are events and conference calls (including
audio replay and supporting slides), and CMB
publications. To receive a CMB
publication, click on "Email Us" below.
CMB Minute: Investor Relations Solutions & TipsCMB newsletter is circulated about 6 times per year.
Click Hereto receive the CMB
Minute newsletter. Approx. time to read:
1-minute
EVENTS AND
CONFERENCE CALLS:
Best Practices
in Investor Relations Conference Call
(July 2010)
Corporate executives share comments on
how they are coping with changes going on in
corporate America and share insights on how to
be prepared for new roles and shareholder
expectations. Audio reply is approximately
60 minutes.
Should companies be
engaging board directors with institutional
investors, as recommended by the NACD's Blue Ribbon Commission? If so, how?"Hear this very timely and thought-provoking panel discussion, that was first broadcast on February 4 2009, moderated by Howard Christensen, Chairman of The Capital Markets Board; featuring John Wilcox, Chairman of Sodali Ltd. a noted Corporate Governance Authority and a member of the NACD Commission; David W. Smith, President of the Society of Corporate Secretaries and Governance Professionals; David Birk, SVP, Chief Legal Officer, GC and Secretary of Avnet; Jack Henry, Founder & CEO, Sierra Blanca Ventures, President of the Arizona Chapter of the NACD and an independent board director; and Carl T. Hagberg, Publisher of the Shareholder Service Optimizer, a highly regarded newsletter, and a former senior banking officer, and mutual fund and trust company director.
Audio replay is approximately 60 minutes.
Perception Research and Enhanced Executive/Board Roundtable Provides Much Needed Engagement and Solutions (April 2010)
Faced with challenges and uncertainties, Corporate America seeks answers for pressing issues and wants inspired leadership.
Click on the
arrow below to listen to this roundtable
discussion.
Click on the
arrow above to learn how a group of experienced corporate leaders and board directors engaged in an advanced roundtable forum to use their collective intelligence along with that of investors and other constituents to develop winning strategies to identify enterprise risk, restore credibility and build value. In open and frank discussions, these participants developed hard takeaways and motivational next step actions that would enable the integration of strategic planning, risk management, corporate governance, performance based actions, compensation, investor relations and communications.
The session was moderated by Howard Christensen-CPA, Chairman Capital Markets Board. He is a long-time member of AICPA, FEI, NACD, NIRI and Society of Corporate Secretaries and Governance Professionals. Contact Howard at (480) 837-4650 for more info. Or email at
hchristensen@capitalmarketsboard.com
ARTICLES, RECENT
CMB NEWSLETTERS, AND SPECIAL REPORTS:
To receive a CMB publication,
click on "Email Us" below.
Best Practices For Companies To Get On The Radar Screen Of Institutional Investors & Media
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.
Best Practices in Corporate Governance and Transparency
Roadshows: Evolution of the changing capital markets, trends and investor relations best practices formeetings with institutional investors.
Financial Facts: Helps prospective institutional investors build their financial model on your company.
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.
Investor Relations Training: CMB's Investor Relations Training Agenda that includes trends in investor relations.
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.
Capital Markets Board does not sell or distribute e-mail addresses.