1. Home
  2. Updates

Rose & Company Updates

INSIGHT: Key Insights from “Accelerated IR: Taking a Proactive Approach to Shareholder Acquisition” Webinar

In a recent webinar hosted by S&P Global Market Intelligence and Rose & Company, panelists shared their unique perspectives on overcoming the challenges companies often face in attracting new, long-term shareholders.

NEWS: Rose & Co. Enters into Strategic Collaboration with S&P Global Market Intelligence to Offer End-to-End Solution for Investor Access and Engagement

By working together, the two companies will provide their clients a unique end-to-end solution for investor engagement. 

INSIGHT: Corporate Access: The Rules of Engagement Have Changed

Many institutions have become less reliant on the sell-side for corporate access, according to a recent survey published by Investor Relations Magazine

INSIGHT: Old is New Again – Repurposing the Institutional Equity Sales Model for Investor Relations

We have found that being able to identify the next steps in the investment process is key to maximizing our clients’ time and resources

INSIGHT: Earnings Calls – Best Practices For A Captive Audience

Quarterly earnings reporting is without question one of the highest-impact marketing events for a public company and rightly deserves meticulous preparation

INSIGHT: The “New Normal" Will Simply Be Normal

Simon Rose, CEO of Rose & Company, participated in a webinar hosted by IR Magazine and Q4 webinar to discuss strategies for navigating the new normal for investor targeting and outreach.

INSIGHT: Drafting a Playbook in Real Time

COVID-19 has given rise to a new strategic messaging challenge without precedent for all investor relations professionals. We have been closely tracking how companies have been communicating the broad impacts of the virus to business to ensure we are best positioned to help our clients deliver the thoughtful and nuanced messages we believe are essential.

INSIGHT: Investor Relations in the Time of Corona

The initiation of “social distancing” following the spread of the coronavirus epidemic is having a significant impact on how investors and companies are interacting

INSIGHT: Bulge Brackets, Mini-conferences, and the Continued Evolution of the Corporate Access Business

The bridge between the institutional investor community and public companies will likely continue to crumble as the cash equities business continues to suffer.

NEWS: Senior Canadian Institutional Equity Sales Professional Joins Strategic Advisory Firm Rose & Company

Rose & Company announced today that Brian Smith has joined the firm as Managing Director in the New York office. This follows several previously announced additions to a growing team of highly accomplished institutional equities professionals focused on providing high touch investor access and related services to public companies.

INSIGHT: MiFID II – Less Than 2 Years Later

In early 2018 following the implementation of MIFID II, we discussed The Continuing Impact of Regulations on the Broker Model. Less than two years later, the direct impact of the regulation is clear as is the idea that issuers need to devote greater efforts to identify and directly interact with an audience of the “right" investors

NEWS: Former Seeking Alpha Chief Operating Officer Joins Strategic Advisory Firm Rose & Company

Rose & Company, a strategic capital markets communications and investor relations firm, announced today that Alon Zieve has joined the firm as a Senior Advisor as the firm launches a new initiative to increase public company engagement on Seeking Alpha

NEWS: Former Grainger Investor Relations and Communications Executive Joins Strategic Advisory Firm Rose & Company

Rose & Company announced today that Laura Dempsey Brown has joined the firm as a Senior Advisor. Ms. Brown previously developed and led the investor relations and communications programs at W.W. Grainger, Inc. (NYSE: GWW), a leading broad line supplier of maintenance, repair and operating products.

NEWS: Senior Institutional Equity Sales Professional Joins Strategic Advisory Firm Rose & Company

Rose & Company announced today that Bridget George has joined the firm as Managing Director in the New York office. Ms. George joins Rose & Company from Deutsche Bank, where she was a Director in the firm’s European institutional equity sales team

INSIGHT: Shareholder Activism is on the Rise in Canada

Shareholder activism is on the rise again in Canada, and corporate boards and senior management are concerned. Activist defense is disruptive and requires significant time and resources. In addition, fending off an activist in the past does not make a company permanently immune.

INSIGHT: Conference calendar hints at need for new approach to investor outreach

Regulation continues to impact the economic relationship between investment banks and institutional investors. The lasting impact on corporates is still not entirely clear, but short-term indicators look ominous.

INSIGHT: The Continuing Impact of Regulations on the Broker Model

From the deregulation of trading commissions in the 1970s to the Global Research Settlement in 2003, securities regulations have consistently produced significant shifts in the way the buy-side, the sell-side, and issuers interact. Research departments, in particular, have been subject to numerous changes, which have altered the relationship between issuers and investment banks.

News: Former Head of North American E&P Research at Barclays Joins Strategic Advisory Firm Rose & Company

Rose & Company announced today that Thomas R. Driscoll has joined the firm as Managing Director in the New York office. Mr. Driscoll was previously a Managing Director at Barclays, where he was responsible for the firm’s North American equity research coverage of oil and gas exploration and production companies.

NEWS: Senior Corporate and Investor Relations Advisor Joins Strategic Advisory Firm Rose & Company

Rose & Company announced today that Angela Chang has joined the firm as a Director in the New York office. Ms. Chang previously worked at Deutsche Bank Trust Americas, where she served as the lead New York based investor relations advisor for the firm’s Latin American and Western European American depositary receipt issuers.

News: Former U.S. Head of Institutional Corporate Marketing at Barclays Joins Strategic Advisory Firm Rose & Company

Mr. Smith was previously with Barclays, where he served as the U.S. Head of Institutional Corporate Marketing and most recently as a Senior Relationship Manager.

INSIGHT: Four Great Marketing Opportunities for Public Companies

Earnings season is disruptive. There’s no doubt about it. From the point of view of a corporate communications firm, earnings seasons create great marketing opportunities.

News: Former Head of the New York Global Equity Sales Desk at Barclays Joins Rose & Company

Rose & Company announced today that Blair Mutschler has joined the firm as Managing Director in the New York office. Mr. Mutschler joins Rose & Company from Barclays, where he served as Head of the Global Equity Sales Desk

NEWS: Veteran Public Relations Executive Joins Rose & Company

Rose & Company announced today that Lev Janashvili has joined the firm as a Managing Director, Public Relations. Mr. Janashvili brings to Rose & Company more than 20 years of experience helping companies develop their brands, manage reputational risk and respond to crises.

News: Former Worldwide Managing Partner of Shearman & Sterling Joins Rose & Company

Rose & Company announced today that Robert Treuhold has joined the firm as a Partner

NEWS: Leading Companies to Present at Maritime Investment Forum on Seeking Alpha on June 21, 2017

Rose & Company and Seeking Alpha partner to highlight investment opportunities in the maritime sector in innovative online conference

News: Rose Online Venture Joins Companies with Investors

Simon Rose is an investment banker turned investor-relations man, but he does not hesitate to invoke maritime history to explain his new joint venture.

NEWS: Rose & Company Enters into Strategic Partnership Agreement with Seeking Alpha

Rose & Company, a strategic capital markets communications and investor relations firm, today announced that it has entered into a partnership with Seeking Alpha in connection with Seeking Alpha’s Investor Relations Pilot Program in which Rose & Company and selected clients will collaborate with Seeking Alpha to develop and improve its investor relations offering

News: Maritime Company Executives to Present Online to Investors on October 11

Rose & Company, PR Newswire and BetterInvesting (NAIC) today announced the agenda for the upcoming Maritime Investment Conference on VirtualInvestorConferences.com, the leading online investor conference destination.

INSIGHT: Shaping an Industry's Reputation in the Capital Markets

Pimm Fox, News Anchor, Co-Host of Taking Stock, Bloomberg Radio & Television and Simon A. Rose, CEO of Rose & Company discuss investor communications

News: Rose Ready for Another Shot at Shipping But in a Different Guise

Former banker is back in the game and he is aiming to put the ‘science’ into investor relations