Corporate Eye

John Palizza

John works with strategic communications and consulting firm Three Part Advisors, to assist them in their investor relations practice, and is a Lecturer in Management at Rice University’s Jones Graduate School of Management, where he teaches investor relations. Prior to this, John was in charge of investor relations for Sysco Corporation and Walgreen Co. He holds a MBA from the Kellogg Graduate School of Management at Northwestern University and a law degree from Loyola University of Chicago.

You can learn more about John’s thinking about investor relations at his blog, Investor Relations Musings.

Find John Palizza:

 

audience-communication

It almost goes without saying (but I will say it nonetheless), that a key component of investor relations is the ability to communicate the appropriate message to the right audience.

When disclosing information to investors and the public, the investor relations function communicates to multiple audiences, generally through multiple channels.  The audiences that consume investor relations information are as diverse as institutional investors, retail investors, employees, company creditors, suppliers, industry competitors, rating agencies, governmental regulators … Read the rest


strands-binding


Investor relations professionals constantly struggle with a key question:

How can I help investors form a coherent, long-term investment thesis about my company?

The branding concepts of marketing can help answer this question by tying together the various strands of a company’s operations, values, culture, financial position and market perception into a single financial brand. Attention to these concepts can help elevate discussions about the company from mundane quarter over quarter earnings comparisons to more … Read the rest


tibetan-yak

When it comes to social responsibility, corporations are in a tough spot. Traditional financial theory holds that corporations exist in order to maximize profits for shareholders. To the extent they divert corporate resources to fund social or environmental causes unrelated to their business, it represents a transfer of wealth from shareholders to a different constituency.  Further, it is a transfer of wealth over which shareholders – the owners of the company -  have little or … Read the rest


goldilocks-three-bears

Those that are involved in investor relations recognize that in order to do it right, you need to combine skills from the disciplines of finance, marketing, law and communications. Underpinning these disciplines are a deep understanding of the company you represent and knowledge of how the capital markets work. So there are a lot of factors at play. Combining these factors in a coherent message can be a tricky business, because if one chooses to … Read the rest


sisyphus

When I teach or give a public talk, I like to bring in a variety of sources in order to keep the audience engaged (and also to prove the worth of my liberal arts education earned many years ago). I find that introducing something interesting, which, at first blush has no connection to the topic, helps to get people thinking about what you’re saying. Of course, sometimes it’s the only thing they remember from your … Read the rest