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Pristine Advisers is a one-stop-shop for all of your investor relations / public relations / media relations needs.
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Investor Relations and Media Relations
Patricia Baronowski, PresidentPam O’Brien, Senior Vice PresidentTheresa Barrows, Vice President
www.pristineadvisers.com
Presented by:
Services Offered
USA
• Investor Relations
• Media Relations
• Public Relations
• Shareholder Identification & Monitoring
• Corporate Governance Consulting
• Shareholder Material Distribution
INTERNATIONAL
• Investor Relations
• Media Relations
• Public Relations
• Global Shareholder Identification
• Investor Relations Support
• Corporate Governance Consulting
• Debt-holder Identification and Communication
• Corporate Actions/Information Agent
Service oriented firm • Lowest client/account executive ratio among major IR/PR firms
• Choose to handle a limited number of complex assignments at any time
• Global clients get personal attention from our senior executives • No client, regardless of size, is ever lost in our firm’s environment
• ONLY firm in the industry to offer IR/PR/Media Relations under one roof
Experience
• All executives have at least seven years of experience in the field
• Senior managements’ average experience ranges between 17 - 25 years
• Executives are well known in the closed end fund industry and have a highly regarded reputation as the “go-to” people for information and guidance
Pristine Advisers vs. Competitors
Corporate Governance Consulting
Working alongside Warren Antler, a seasoned veteran in the closed end fund proxy space, who hosts a comprehensive database of voting histories of institutional investors on specific agenda items
• Database identifying those institutions that use proxy voting agencies– USA
• ISS• Glass, Lewis & Company• GMI
– UK• National Association of Pension Funds (NAPF)• RREV (NAPF and ISS)• Pensions & Investment Research Consultants (PIRC)• Hermes – Equity Ownership Service (EOS)• Governance for Owners (Butler and Brown from Hermes)
– Continental Europe• Proxinvest• SCGOP (Netherlands)
• Projection of voter support/opposition to specific proposals
Your Investor Relations Program
• A committed and knowledgeable management team
• Effective use of a company’s internal resources
• Continuous flow of information to key financial market constituents regarding corporate strategy and operations
• Committed to providing the Street with credible and consistent financial information and guidance
• Constant feedback on trends and shifts in market sentiment
Key elements of a successful Financial Communications program
Your Investor Relations Program
• Raise profile of Company
• Develop & maintain shareholder base
• Develop & maintain sell-side analyst following
• Position Company favourably against peer group
• Customize corporate & financial information for effective communication
Key objectives
Tools for Successful Investor Relations Program
Many companies seek IR assistance but do not want the monthly commitment or high costs. We offer:
•Perception studies
•Message development/positioning
•Investor Targeting
•Road-show / Meeting set-up
•Event Planning
•Conference Calls
•Overall Strategic Counsel
•Earnings Support & Guidance
•Call Centers (Inbound & Outbound)
•Dedicated Toll Free Numbers for your clients
•Website Support and Development
Tools for SuccessfulInvestor Relations Program
A sound media relations program is pivotal for transparency to the capital markets. We will help to:
• Raise profile of company in financial community.
• Develop regular stream of news, industry/market information, and story ideas.
• Develop strong relationships with key journalists.
• Position company as “go-to” resource for media.
• Achieve consistent positive media placements in financial and trade outlets that are influential with target audiences.
• Develop opportunities for feature stories, company & management profiles, industry round-ups.
• Part I – Executive Summary / Ownership Overview • Insiders / Long term stakeholders• Institutional investors• Retail investors• Geographical illustration
• Part II – Lists of Institutional Investors• Firm name, position, change, contacts,
telephone number, email, location (city) etc.• Sorted as appropriate (descending,
alphabetical, geographical, etc.)
• Part III – Investor Dossiers– Company information– Investment strategy– Assets under management– Investments in other Closed End Funds– Portfolios holding client’s shares/ADRs
• Appendices –– Peer Group analysis (by Shares and Market Value)– Price/Volume graph– Share price performance relative to peers– Share price performance relative to indices
Tools for Successful Investor Relations Program
Our investor identification report will provide detailed information on institutional and dissident investors. Ongoing flow of detailed information concerning investor accumulations will provide helpful guidance in understanding investor intentions.
Shareholder Identification
Pristine AdvisersClosed-End Fund Clients
The Greater China Fund, Inc NYSE Amex: GCHThe Japan Equity Fund
NYSE Amex: JEQ
Thai Capital Fund NYSE Amex: TF
The Singapore Fund NYSE Amex: SGF
China Metro-Rural HoldingsNYSE Amex: CNR
The Taiwan Greater China Fund NYSE Amex: TFC
The Zweig Fund NYSE Amex: ZF
The Zweig Total Return FundNYSE Amex: ZTR
The Asia Pacific FundNYSE Amex: APB
Patricia Baronowski, President : [email protected] and President of Pristine Advisers LLC. a marketing and communications professional with over 22 years experience in the financial communications and media relations industry. Patricia began her career in investor relations and financial communications over 2 decades ago at Dewe Rogerson Inc. She has held various positions, primarily in the IR/PR area. In her role as Managing Director in the Financial Communications department with The Altman Group, she lead a number of IR and PR and Media programs for closed-end funds as well as publicly held companies globally. Ms. Baronowski-Schneider is responsible for developing and executing financial communication programs that position clients effectively in the financial community. She has over 22 years experience working in the closed-end fund arena, as well as working in the corporate communications, public relations, media relations and investor relations fields. Patricia has an MBA in Business Management and a BA in Marketing. Patricia is also a Certified Social Media Specialist.
Pam O’Brien, Senior Vice-President: [email protected] President, Pam was instrumental in creating a successful business boasting major international clients such as stock exchanges from Paris, Moscow, Luxembourg, Athens, and Zurich and many blue-chip companies including Lafarge, Coca Cola, Hellenic Telecommunications (OTE), and Deutsche Bank. She also represented Closed-End Funds such as Germany, New Germany, Central European Equity, and France Growth Fund to name a few. Among the many large-scale conferences which Pam O’Brien had created, Capital Link’s CEF Conference was born under Pam’s ideas. Pam created and organized Capital Link’s annual Closed-End Fund and ETF Conference. Pam has also done various outside projects and worked briefly for the Altman Group assisting them in the creation of their Investor Relations Division back in 2006. Pam O’Brien has a B.S. in International Business and Spanish from Marymount College and has taken advanced studies in England and Spain.
Team Biographies
Team Biographies
Theresa Barrows, Vice-President: [email protected]. Barrows has over a decade of experience working in financial investor relations and financial services public relations.
Prior to joining Pristine Advisers LLC, Ms. Barrows worked as an Account Executive at The Altman Group. Prior to this, Ms. Barrows was a freelancer assisting IR/PR firms with roadshows, perception studies, media outreach and investor targeting. Prior to her freelance career, Ms. Barrows worked as an Account Supervisor at The IR–inFocus Group where she was in charge of financial community and media relations, editorial services and interactive communications, as well as administrative, consulting and advisory services.
In her role as Account Executive with The Altman Group, she led a number of IR and PR programs for publicly held clients and funds. Ms. Barrows’ responsibilities have included editing and disseminating press releases to media, investors and the financial community; developing company and fund fact sheets; facilitating investors’ meetings and road shows; coordination of perception studies; maintaining several client toll–free lines; overseeing client distribution lists; and managing client website maintenance as well as setting up and monitoring all social media outlets for clients.
Contact Information
www.pristineadvisers.com
Offices:
NEW YORK * CONNECTICUT * LONDON
www.pristineadvisers.com
Email: [email protected]
