Joele Frank's Jed Repko, Lisa Boyd, and Natalia Weaver sat on a panel hosted by Faegre Drinker, led by Amy Seidel, to discuss "Investor Communications During Turbulent Times for Public Companies."
Highlights Included:
(1) Consistency in all forms of communication is vitally important;
(2) Even small changes in disclosure ARE getting noticed and scrutinized;
(3) Consider using AI preemptively (but responsibly) to preview how stakeholders will interpret your disclosure; and
(4) There is no substitute for rigorous investor engagement BEFORE a high-stakes crisis arises.
Not everyone has a fiscal year that matches the calendar. But for those who do, now is an excellent time for "proxy offseason" investor outreach.