Investor Relations

i-152The market ideally should reflect a company’s full worth.  But that doesn’t always happen.  Institutional investors, analysts and fund managers may not fully understand the company’s value proposition and its growth strategies.  It takes a concerted effort through a variety of channels to make a difference.

The benefits of this outreach can be significant, with impacts in shareholder loyalty, cost of capital and market intelligence for the board of directors and senior management.  Increased understanding lowers risk – and impacts value

We work with companies to develop the corporate message of value, delivered consistently across the communications platform to audiences. A few of the delivery platforms include:

  • Annual meetings
  • Analyst/portfolio manager roadshow presentations
  • Analyst/institutional webcasts and teleconferences
  • Earnings releases
  • Media training

Our approach is not developed in isolation.  We talk with senior management.  We interview analysts and investors.  We want to know what the outside world thinks about company prospects, whether accurate or not, to know how to develop a program to show the true picture.

We also work to identify funds with the most potential to invest in  your company, and then we contact them with information showing the opportunity.



INVEST conferences provide a forum for public companies to reach investors.

INVEST conferences provide a forum for public companies to reach investors.

One way we reach investors and funds with the most potential is through INVEST conferences. These are equity investment events focused on public companies in selected states, and the face to face briefings from CEOs and CFOs attract a wide variety of institutional investors, fund managers, analysts and qualified investment professionals.

Mozaic plays a key role in organizing and executing these events, which have been held at Louisville’s Churchill Downs,  Lucas Oil Stadium and the Indianapolis Motor Speedway,  and in Columbus, Ohio, in Nashville, Tenn., and in Pittsburgh, Pa.

Developed exclusively for the financial and investment community, the conferences explore critical business issues and economic trends and provide insight from high-profile keynote speakers from Wall Street and from the political world. Some of the speakers have included NetJets’ CEO Jordan Hansell, who leads a company owned by Buffett’s Berkshire Hathaway; national finance columnist Michael Santoli; Congressman Mike Oxley; Indiana Governor Mitch Daniels; and economic leaders such as Sandra Pianalto, CEO of the Cleveland Federal Reserve.

Since 2004,  these INVEST conferences in Kentucky, Tennessee, Indiana, Pennsylvania, Ohio and Florida have attracted some of America’s most dynamic public companies such as Eli Lilly, Cummins, Hillenbrand, WellPoint, AutoZone, Federal Express, US Steel, PPG Industries, Federated Investors, Yum Brands, Papa John’s, Humana, AutoNation and Spirit Airlines. Representatives of institutions with billions of dollars under management, fund managers and analysts attend.

By bringing Wall Street to Main Street, company executives get a convenient, meaningful opportunity to meet face to face with investors interested in learning more about their performance and their value proposition.