Advanced Management Coaching & IR Presentation Skills

Management's ability to communicate effectively with the capital markets is a critical component of a successful program. Taylor Rafferty develops customized coaching sessions to help senior management enhance their skills and build their organization's investor relations capabilities and functions.

Our ability to effectively coach management results from over 25 years of facilitating client contact with institutional and media professionals. Along with providing a seasoned and objective view of the various functions and roles that institutions and market participants play, we conduct and synthesize macroeconomic and qualitative market research to alert clients to current and longer-term market trends.

We offer particularly clear insights into how investor psychology/expectations differ in major North American, European and Asian financial markets.

Our coaching elevates management's confidence and authority in an array of investor relations situations. Each session is based on the specific goals of our client. Recent training topics include:

• Enhancing presentation skills for senior management


• Preparing operational management for contact with the financial community


• Understanding financial market dynamics


• Managing question and answer sessions


• Building and managing a cross-border IR program


• Implementing a defense plan


• Developing and adhering to a One Voice Policy