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Insights

November 16, 2015

Where The Rubber Hits The Road: Investor Presentations

Among investors, there’s a premium placed on the selling and presentation skills of the founder or CEO. Investors in private companies know their payday will only occur if the CEO or founder can sell the company or take it public. Investors in…
November 12, 2015

American Funds: Call Me

Like a lot of people in my business, I have Bloomberg TV and CNBC on all day in my office. I like the ads almost as much as I like the stories. The ads interest me because I can see,…
November 6, 2015

Your Investor Relations Media Plan Made Easy

If you are a public company and trying to decide what media you should be focusing on, then the answer is actually very simple: Dow Jones, Reuters and Bloomberg. That’s it. Other earned media exposure, wherever, is not useless in…
November 6, 2015

Your Investor Relations Media Plan Made Easy

If you are a public company and trying to decide what media you should be focusing on, then the answer is actually very simple: Dow Jones, Reuters and Bloomberg. That’s it. Other earned media exposure, wherever, is not useless in…
November 2, 2015

CEOs Who Made Me Scratch My Head

In October, two CEOs made me scratch my head.  One in a questioning fashion, the other in an admiring fashion. I admired Frank Bisignano CEO of First Data Corporation (FDC) for striding onto CNBC’s stage perched atop the New York Stock…
October 18, 2015

What Is The Value of Media Exposure? Millions

Almost every prospective client I’ve talked to over the last 30 years has asked, ‘What is the value of media exposure?’ My answer: Millions. Few prospects take my answer seriously even though they should. However, the current U.S. presidential race…
September 9, 2015

What Wealth Advisors Should Say To Clients Now

With a dip of more than 11% in the S&P 500 since July 20 and continued volatility, what can advisors say to jittery clients? For long term investors, nothing applies a calming salve better than a discussion about dividends. Remember,…
August 17, 2015

Bezos: Call Me

Were it I was head of media relations at amazon.com when the New York Times revealed some less than civilized employment practices there. Finally a media relations challenge that, in my view, will fill the pages of communications and crisis…
August 4, 2015

What does Jack Dorsey see?

At this point, I’m not sure. Not to say that Mr. Dorsey will not earn his place in the pantheon of Silicon Valley legends.  He will. What I’m less sure about is his understanding of the capital markets.   So after…
July 28, 2015

FANG Today, Toothless Tomorrow?

FANG stands for Facebook, Amazon, Netflix and Google. The term, emblazoned on the front page of yesterday’s edition of USA TODAY, was popularized by CNBC’s Jim Cramer. Some think the FANG clan is unstoppable, and looking at the trajectory of…
July 23, 2015

The Media is Not Biased

The most popular past time among people who care about the news and media is discussing how biased it is. It’s not. Here's why: Almost all media in North America publishes on a for-profit basis.Profitability requires providing audiences with what…
March 1, 2015

Greece and Puerto Rico Won’t Kill the Bull Market

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them…