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1
High-performance Investor Relations and
Preparing for Convergence
Confidential information. Not to be disclosed to third parties without prior consent from MZ
GLOBAL TRENDS | INVESTOR RELATIONS
Investor relations program;
Compliance and pro-active investor relations;
Best investor relations practices;
Consultants, service providers and technology.
Investor relations program;
Compliance and pro-active investor relations;
Best investor relations practices;
Consultants, service providers and technology.
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Integrated corporate communications program;
High-performance investor relations;
Lead the convergence model.
One-stop-shop model and focus on “last mile”
THEN NOW
GLOBAL TRENDS | INVESTOR RELATIONS
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Consulting+
Services +
Innovation
Fulfill Current NeedsFulfill Current Needs
Technology+
Content +
Leadership
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How can MZ-Ilios help your company?
INVESTOR RELATIONS WORKFLOW
Confidential information. Not to be disclosed to third parties without prior consent from MZ
MZ Solutions work within the Investor Relations and Corporate Communications Workflow.
HIGH-PERFORMANCE IR
Managing market
expectations
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Managing its shareholder
base
2
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Integrated CORPORATE communications
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Complete and strategic perception and reputational study with main stakeholders (media, rating and lending agencies, analysts, institutional investors, retail investors and governmental agencies);
Detailed evaluation of the perception and value gaps;
Developing the integrated corporate communications program (IR, Corporate Communications and Board of Directors);
Strategic positioning, media monitoring, perception/value gaps monitoring (stock surveillance and market intelligence);
Feed to main communication tools (IR website and Online Press Room); and
Governance portal and continuous improvement.
GLOBAL CAPITAL MAKETS INTELLGIENCEIDENTIFY YOUR SHAREHOLERS AND TARGET NEW ONES
What sets our Capital Markets Intelligence Program apart?
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COMMUNICATIONS IR WEB SITE & ONLINE PRESS ROOM
INVESTOR RELATION WEBSITES
Corporate Server
Corporate Website
MZCAN IR Server Pool
IR Website
CANpanelIROIR Webcast
Online Annual Report
Investment Professionals from Over 120 Countries
MZCAN Global Distribution Network
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COMMITMENT TO INNOVATION
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WEBSITES & SOCIAL MEDIA
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ONLINE PRESS ROOM
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An Online Pressroom is a section of your website that empowers your company to communicate directly with both the media and the public.
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• Essential For Retail Market• Media Platform CMS for Corp. Comm and PR• Publicist, journalist and marketer-tested• Hosted Online Newsrooms, Microsites, Multimedia Sites• Host more than:
Half a million pages of web content1,000s of digital video clips1,000s of digital audio programs100s RSS feeds1,000s of press releases
ONLINE PRESS ROOM
INTEGRATED INFORMATIONDASHBOARD FOR C-SUITE
More usability and better interaction among Board Members in the meetings
DASHBOARD FOR BOARD & C-SUITE
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Governance & Value Monitoring
Board PortalBV TeamSpaceBoard Portal
BV TeamSpace
Corporate Secretary Office
BV TeamSpace
Corporate Secretary Office
BV TeamSpace
Finance / IR / PRBV TeamSpace
Finance / IR / PRBV TeamSpace
LEAD - Analysis, Advice and Content Creation(Enterprise risk management, Value Gaps, Perception
Gaps and Market Intelligence)
LEAD - Analysis, Advice and Content Creation(Enterprise risk management, Value Gaps, Perception
Gaps and Market Intelligence)
IR Website and Online Press Room
(public)Internal IT or LEAD
IR Website and Online Press Room
(public)Internal IT or LEAD
Investor Portal(protected)BV iPad app
Investor Portal(protected)BV iPad app
Analyst Opinions SWOTStock & Market Data
Press CoverageSocial Networks Buzz
Charters, Bios, Bylaws, Committees
Board Materials
Stakeholders’ Sentiment
Executive TeamBV TeamSpaceExecutive TeamBV TeamSpace Analyst Briefings
SEC FilingsGeneral Meetings
Press Releases
Audit Committee Approvals
Competitive Positioning
Road shows
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What’s next?
• Align Management, Board and Shareholders:– Streamline information flow;– Enforce process discipline and controls;– Improve management visibility;– Enhance efficiency and reduce cost;– Build up reputation with stakeholders (minimizing perception gaps);– Enable value creation for shareholders and enterprise risk;
management;– Attract and retain the right investors (“hot targets”).
• Complete solution with best of breed players:– BoardVantage, trusted by the Fortune 100;– MZ Group, the world’s largest independent IR specialists.
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About MZ Group
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ABOUT MZ GROUP Founded in December 1999, MZ Group is world’s largest independent global investor relations,
governance and integrated corporate communications firm (2010 proforma revenues of US$ 25 million);
Full range of communications services: One-Stop-Shop business model including technology solutions, market intelligence stock surveillance and IPO journey;
Leadership, innovation and pro-active approach: IR Global Rankings, IR 2.0 Web Platform, IRvoice, Online Shareholder Meetings and Board/Investor Portals;
Entrepreneurship: global team of entrepreneurs and partners, highest commitment to clients; Serving 500+ companies in 10 countries; 250+ professionals in Beijing, Chicago, Hong Kong, New York, São Paulo and Taipei; Solid financials and Private Equity fund (28% ownership) at the holding level.
2121
Chicago
New York
São Paulo
Beijing
Hong Kong
Taipei
IRGR | GLOBAL POSITIONING
Events in 5 cities 2010, evolving to 7 jointly with Institutional Investor Mag.:–IR Website–Financial Disclosure–Corporate Governance
IR Global Rankings – Best Practices and Brand Building Worldwide
New York (Feb 7, 2011)Amsterdam (2010)
São Paulo (2010) Taipei (2010)Beijing (2010)
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+250 professionals committed with our client’s success; Key executives are already in the company for 6 years (average); MZ’s business model contemplate 24x7 dedication; High-level professionals team (ex.: MBAs and post-grads).
OUR PEOPLE | MAIN ASSET
ChicagoSão Paulo
New York TaipeiBeijing
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Governance, Value Monitoring and IPO/APO Journey• IPO Journey:
– Positioning, investment message and valuation– Marketing materials and offering memo draft– Due diligence preparation (data room)– Management presentation and coaching
• Corporate Governance Services– Structuring of board of directors and coaching– Integrated platform (Board Panel & Investor Portal)– Enterprise risk management
IR Consulting and market intelligence• One-stop-shop IR services (outsourcing)• Market intelligence and stock surveillance• Global programs for investor relations • Financial services and technical translations• Technology services and proxy platform (OGM)• Shareholders ID and Investor Targeting• Peer studies & market intelligence• Non-deal roadshows• SEC Filings• Websites (IR and corporate)• Webcast & audio and video for events• CRM
Strategic positioning – Integrated program• Media relations and crisis management• Events and non-deal road show logistics• Annual and sustainability reports• Technology services and social media• Online Press Rooms
ONE STOP SHOP MODEL
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Thank you.Questions for us? Please call or email:
Enzo VillaniCEOO: 212.813.2979C: [email protected]
25www.lead-fin.com | www.mzilios.com | www.mz-ir.com | www.bric-com.com | www.groupmz.com