Tag Archives: Chaya Cooperberg

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The eyes have it

Make no mistake. Institutional investors are watching—and taking aim—at companies with less-than-stellar governance practices. That, in turn, puts IR professionals in the line of fire
By Chaya Cooperberg
May 19th, 2017

If it wasn’t already clear, both passive and active institutional investors continue to demonstrate to public companies that they care about good governance. Over the past year, the world’s three largest asset managers—BlackRock, Vanguard and State Street—have bulked up their … Continue reading

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One voice for many audiences

Transformative events like mergers or acquisitions often hinge on an integrated approach to investor relations. But the value of coordinated communications for a company’s brand is evident every day, in every area of the operation
By Chaya Cooperberg
December 19th, 2016

A merger or acquisition often involves a long courtship. The announcement of the transaction can feel anti-climactic after months, or even years, of cultivating the relationship. For public companies, though, a pitch-perfect announcement is critical to earning the approval of … Continue reading

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Good quarterly earnings releases pay dividends

Observe the three Cs of a great earnings release—clarity, context and consistency—and your reporting will be remembered for the right reasons, even if your actual results are best left forgotten
By Chaya Cooperberg
October 10th, 2016

Writing an effective earnings announcement is challenging enough when financial results meet expectations, and abjectly painful when management needs to explain a miss or temper its outlook. No wonder these documents come under such scrutiny: CEOs and CFOs labour over … Continue reading

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Bringing investor relations into the boardroom

As boards—not to mention regulators and other stakeholders—put greater emphasis on board diversity and shareholder engagement, the need for IR professionals at the table is growing
By Chaya Cooperberg
August 1st, 2016

Here’s a question for boards to consider: is it time to add an investor relations expert to your slate? IROs are indeed starting to take on director roles in corporate North America, and with good reason. In this era of … Continue reading

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IR: a lifeline in hard times

As companies in our energy economy struggle for survival, everything is on the table. That’s also why there’s a strong case to be made for continuing to invest in investor relations
By Chaya Cooperberg
May 30th, 2016

Last summer, I advertised for a mid-level position on my investor relations team, based in Toronto. The responses rolled in, with the calibre and seniority of applicants higher than I anticipated. More than half of the résumés were from Western … Continue reading

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Getting boards engaged with shareholders

The practice of investor relations is beginning to reach beyond the corporate office and into the boardroom. How and when should directors meet with the Street?
By Chaya Cooperberg
December 15th, 2015

Long the domain of corporate executives, investor relations is starting to extend beyond the C-suite into boardrooms as shareholders seek access to independent directors and a clear process for interaction on issues of governance. Some of the world’s largest institutional … Continue reading

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How to talk to Wall Street about Canada

As the U.S. market’s view of Canada’s flagging economy becomes circumspect, here are some tips for communicating with the U.S. buy and sell sides as an interlisted Canadian company
By Chaya Cooperberg
October 11th, 2015

After posting two quarters of GDP contraction in the first half of this year, Canadians are still divided as to whether we’ve experienced a true recession or a statistical anomaly that belies the nuanced and complex components of the Canadian … Continue reading

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Why there are virtually no virtual AGMs

Some U.S. companies now have online-only annual meetings, and our regulatory framework allows for it, but shareholder opposition is vocal
By Chaya Cooperberg
July 28th, 2015

When Hewlett-Packard held its first virtual-only annual meeting in March, it did so to give more shareholders the opportunity to participate. What it got in return was vocal shareholder opposition. Accessed online via video webcast, the meeting was technically well … Continue reading

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Ready for your screen test?

Sustainability—social, ethical and environmental—is becoming financially material. Companies that aren’t making it a key part of their investor relations strategy could be risking more than they know
By Chaya Cooperberg
May 16th, 2015

“How many women are on the senior executive team?” the portfolio manager asked. It was his third question at a one-on-one slot with our company during a sprawling, multi-sector investor conference in February. The meeting came toward the end of … Continue reading

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Balancing disclosure and defence

Not all activists are bad and not all companies are good—but an early warning system without a 5% disclosure threshold leaves issuers unfairly disadvantaged and underprotected
By Chaya Cooperberg
December 18th, 2014

At a recent Ontario Securities Commission event in Toronto, celebrity hedge-fund manager Bill Ackman of Pershing Square Capital noted that Canada is a more accommodating environment for shareholder activists than the U.S. “It’s a better regime in almost every measure,” … Continue reading

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Spare the paper, boost the engagement

Notice and access is making slow progress in Canada since it was approved in 2013. But wherever it’s applied, shareholders show they are ready for new channels for proxy communication
By Chaya Cooperberg
October 30th, 2014

In a recent conversation with four other investor relations officers, each representing a sizeable Canadian public company, the topic of notice and access came up. Of the five of us, only two were early adopters of the process introduced in … Continue reading

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Gearing up for an analyst day

There are many good reasons to hold an analyst day, and just as many not to. Here are some signs that your company may be ready—and some tested advice on making it a success
By Chaya Cooperberg
August 27th, 2014

After more than a half-dozen years leading investor relations at a large-cap industrials company based in Toronto, I finally recommended to our executive team last year that we hold the company’s first analyst and investor day this past spring. Why … Continue reading

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Taking the measure of your IR team

Though it’s tempting to do so, boards and management shouldn’t look at company share price to evaluate the performance of their IR department. There are many more accurate indicators to choose
By Chaya Cooperberg
April 21st, 2014

In many companies, the fiscal year typically kicks off with exercises in goal setting, as employees commit to objectives in hope of recognition and reward come review time. For investor relations professionals, working within the dynamic and often volatile environment … Continue reading

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Tell one, tell all

Channels for public company communications may be evolving as the use and utility of social media explodes, but the big lesson of 2013 is that the same strict rules of disclosure still apply
By Chaya Cooperberg
December 13th, 2013

Looking back on the year in investor relations, the buzz was all about social media. In the U.S., the Securities & Exchange Commission’s approval, with certain caveats, of tools such as Twitter for public company disclosure stirred debate. The mid-summer … Continue reading

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The end of shareholder ownership surprises?

Proposed amendments to the CSA’s ownership disclosure “early warning system” would create a level field for all investors and help companies prepare for activists
By Chaya Cooperberg
September 16th, 2013

Much of the investment community takes a breather during the summer. Trading volumes thin out while arteries out of the city clog. Yet this year, even as the longer, warmer days brought a respite from harried investor portfolios, some new … Continue reading

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