Veteran Portfolio Manager Unravels the Intricacies of Investment Relations Communications in New Book

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Author Jonathan Passmore explains why preparation and personal communication between companies and large-volume investors is still important in the digital age

In the age of global investing, large-scale active investors need to know their investments are safe and insist on a hands-on approach to vetting potential partners. Many corporate executives and their investor relations teams are at a loss when it comes to face-to-face communications, especially if language and cultural barriers are present.

Jonathan Passmore, author of “The IR Communication Handbook,” has worked in the global investment community for more than 40 years in London and New York. He agrees that digital communication has made it easier to share information but it has also made messaging more difficult.

“Communication can lose a lot of its meaning over the Internet,” Passmore said. “Most of the loss is in what is unseen: the nuances of the spoken word, the body language of each participant, and observing whether each party understands the point being made or still seems confused.”

Passmore illustrates how investor relations professionals, including senior company executives and board members, should approach communication with their significant shareholders and potential new investors. He discusses the expectations from both sides of the table, the roles of each party in any communication and how efficient preparation is crucial for important client interactions.

“The IR Communication Handbook” offers a thought-provoking plan to improve corporate communications with investors in pursuit of a stronger, deeper relationship between the two parties.

“The IR Communication Handbook: A Checklist”
By Jonathan Passmore
ISBN: 978-0-578-18035-9 (sc)
Available at Lulu, Amazon and Barnes&Noble

About the author
Jonathan L. Passmore has worked in the investment industry in fixed income and public equity, as an institutional broker, and as a senior portfolio manager of international equity at one of America’s largest corporate pension funds. His experience combines a deep knowledge of investment markets, vehicles, styles and strategies with focused, professional communication skills. As the owner of Valor IR Consulting, LLC, his analytical skills help him articulate the complexities of the world in a clear, concise, unambiguous form, making him uniquely qualified to advise publicly-listed companies on their approach to institutional investors.

Review Copies & Interview Requests:
LAVIDGE - Phoenix
Courtney Coombes
480-998-2600 x 612

General Inquiries:
LAVIDGE - Phoenix
Maggie Driver
480-998-2600 x 584

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