Everything You Wanted to Know About Investor Relations (But Were Afraid to Ask)
Metro Meeting Center 101 Federal Street, 4th Floor
John Palizza Three Part Advisors, LLC
John Palizza is a financial executive with over 30 years of experience in investor relations, corporate finance and law. With an extensive background in treasury, capital markets, investor relations, banking, financial analysis and law, he has concentrated his career in helping the companies he has worked with benefit the most from their relations with Wall Street and the financial community. John has held financial and investor relations responsibilities at SYSCO Corporation, the largest food service distribution company in North America and Walgreen Co., the largest retail drug store chain in the United States. He has also worked with the firm of W. P. Stewart, an investment manager, as their Chief Operating Officer for North American subsidiaries in order to manage their transition to a public company through an IPO.
John Palizza earned a bachelor’s degree in History from Coe College, Cedar Rapids, Iowa and a law degree from Loyola University of Chicago. In 1994 he completed his Masters in Management at the J. L. Kellogg Graduate School of Management, where he was elected to Beta Gamma Sigma, the business school honor society.
In addition to his work at Three Part Advisors, John also teaches investor relations at the Jones Graduate School of Business at Rice University and serves part time on the Communications faculty there. He also publishes one of the most popular blogs on the subject of investor relations, Investor Relations Musings, which can be found at http: //investorrelationsmusings.blogspot.com as well as a basic textbook on investor relations, Introduction to Investor Relations.
John will shed some light on things people involved on the corporate side of IR usually don't have much time to think about. Beginning with a brief overview of the conflicting motivations of the players in the capital markets, the talk quickly moves on to examine why sell side coverage is so difficult to get for small cap firms, a background on hedge funds, the research surrounding investor relations, how much time analysts are likely to spend on research of your company, and current trends in guidance. All this and more, in less than 30 minutes, so fasten your seat belts.
John Palizza is both a Consultant for Three Part Advisors and a Lecturer in Management at the Jones Graduate School of Business at Rice University. His course on Investor Relations is the only MBA level course taught on the subject anywhere.