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Value Creating IR IR Reading IR Writing IR Listening IR Speaking Framework: 12 weeks tailor-made individual and group Investor Relations training with interactive cases, workshops and IR out-of-the-box instruction to sharpen your international IR knowledgebase and IR English presentation skills: Presented by: Lynge Blak, CEO, Lynge Blak Investor Relations Limited, Hong Kong and Former Chairman & CEO of The International Investor Relations Federation (IIRF) now GIRN. Instructor at the Hong Kong Polytechnic University in Investor Relations 1
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IR Coaching – tailor-made individual and group IR Training With individual guidance and group instructions I give personal coaching with the following objectives: To enhance the knowledgebase of value creating Investor Relations To increase the client’s personal confidence in addressing the financial community To create a more effective communication platform for the benefit of the company Objectives: By listening to personal needs and wishes, the program will provide the individual participant with qualitative IR knowledge that shall enhance the understanding and practical use of international IR best practice and performance measurement Strategies: 2 Lynge Blak Investor Relations Limited
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IR Coaching – The Framework Investor Relations Mythology (2 hours weekly individual instructions) & Investor Relations Concepts (4 hours weekly group introductions) 12 weeks / 3 months training course combining participants requests and group introductions comprised of two modules Reading Writing Listening Speaking Improve IR language skills – from general to IR specific – sliced into the following parts 3 Lynge Blak Investor Relations Limited
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We study IR language – a systematic approach: Separated into two parts: Vocabulary IR-related vocabularies to familiarize the participant with the IR language norm Essays/reports/articles IR essays, reports or articles assigned as a more challenging, though more comprehensive fashion of IR world updates Reading Reading – bricks to wall List of Investor Relations literature to be provided as needed for the individual clients. Recommended readings to be advised 4 Lynge Blak Investor Relations Limited
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To build a formal fashion of writing with a certain amount of grace. The clients writing will be reviewed and revised and suggestions for future improvements will be given promptly Previous writings and reports to be obtained for references Writing Writing – formality and grace Recommended readings to be advised 5 Lynge Blak Investor Relations Limited We study IR language – a systematic approach:
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Free podcasts services, participants will weekly be emerged in an English-speaking IR world 24/7 – IR Out of the Box The podcasts will include a wide range of professional financial news and analysis IR exposure whenever and wherever Links (URLs) to the updated podcasts will be sent on a regular basis Listening Listening – take the grip Examples: WSJ This Morning, Bloomberg Podcasts, NPR Economy Podcasts, SCMP... 6 Lynge Blak Investor Relations Limited We study IR language – a systematic approach:
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A large part of the training will be dedicated to the speaking / expression skills with individual training by instructor Different target groups – different approach – same message Speaking Speaking – ace a meeting a self-confidence, With a combination of “elevator speech” and supporting factual material, the non- English native presenter will achieve a self-confidence, that will make the listener to abstract from the unavoidable use of wrong vocabulary or grammar 7 Lynge Blak Investor Relations Limited We study IR language – a systematic approach:
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Supporting material for our speech most IR related practical and daily activities The most IR related throughout the course – we deal with practical and daily activities Fact Sheet Fact Sheet – a one page “investor teaser” in an electronic and printed version (optional product) Fact Book Fact Book – 20 to 40 pages and a more comprehensive range of information – for the IR Web and for print (optional product) IR presentation material IR presentation material will be evaluated and content discussed, examples and cases of new text will be provided – we deal with international IR benchmark material 8 Lynge Blak Investor Relations Limited
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Prepare Investor Questions and Answers sessions With the insights to company culture, level of openness and previous practices we will for the individual participant to make mock-up example or prepare for future guidance General instructions on Q & A Internal – company profile and culture The audience and their expectations External – market perception and knowledge IR – specific instructions on Q & A To enhance transparency and for practical use in financial reports and/or IR Web as Frequent Asked Questions (FAQ) Q & A examples 9 Lynge Blak Investor Relations Limited
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Presentation skills for: Scenario one: we work with the introductions to the presentation and use supporting material like fact sheets or fact book (optional – not included in price) Scenario two: we work with the most effect-full and easiest way to create self-confidence and superiority in performance and appearance – “the elevator speech” One-on-one meetings Scenario one: introduction – the case and the audience dictate the message to be trained – supporting material (fact sheet or fact book) and video/audios Scenario two: we combine the elevator speech with the overall management presentation and make sure the message come across we look at the expected outcome of meeting / presentation – we train different kind of qualifications for different types of meetings Group meetings and conference calls/ web casts 10 Lynge Blak Investor Relations Limited
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A powerful speech condenses all skills required in both the language and the personal quality of the speaker Finalizes the training course All good practices start with a systemic approach and collection of theories. We go through speech enhancement books and references The volume is substantial and we save you from the laborious searching on your own. Theories 11 Deliver a powerful speech Lynge Blak Investor Relations Limited
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Sample speeches and mock-ups With help of modern recording devices, both audio and video, great speeches can be viewed and commented. Speech mock-up is always important – and together we make a careful selection to imitate with the principle that the presenter does / did carry a similar personality and voice condition with the client him/herself. The writing and editing of the speech transcript lay the founding stone for a great speech. Voice may wane and passion may wither but the transcript will carry identical tone all along Transcript writing and editing 12 Deliver a powerful speech Lynge Blak Investor Relations Limited
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Time to present!Time to present! The client train and present both the shorter and the longer version of the presentation. The speech will be recorded / video for display of result. Evaluation and feedback with recommendation for improvements Self demonstration ClarityClarity AppearanceAppearance GestureGesture Miscellaneous Topics Relevant topics and material giving the best entry to the training subject to be provided Recommended Readings 13 Deliver a powerful speech Lynge Blak Investor Relations Limited
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14 Course to commence on Thursday 19 January 2012 Course finish 12 weeks later after individual plans Lynge Blak Investor Relations Limited
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Tailor-made individual IR training with combination of references / materials from coach and participant Week 1 – Reading: Vocabulary List I / Reference Reading I Writing: Theories Listening: Regular Podcasts Speaking: Theories Week 3 Reading: Vocabulary List II Reference Reading II Writing: Previous writing review Listening: Regular Podcasts Speaking: Mock-up week Week 5 – Reading: Vocabulary List III Reference Reading III Writing: Fact sheet writing Listening: Regular Podcasts Speaking: Transcript writing / editing 15 2 hours individual instruction + 2 hours self-studio 2 hours individual instruction + 2 hours self-studio 2 hours individual instruction + 2 hours self-studio Lynge Blak Investor Relations Limited
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Tailor-made individual IR training with combination of references / materials from coach and participant Week 7 – Reading: Vocabulary List IV/ Reference Reading IV Writing: Presentation Materials Preparation Listening: Regular Podcasts Speaking: Presentation I – Intro Q&A Week 9 – Reading: Vocabulary List V Reference Reading V Writing: Text for Elevator Speech Listening: Regular Podcasts Speaking: Presentation II – Elevator Speech Week 11 Reading: Vocabulary List VI Reference Reading VI Writing: Text for group presentation Listening: Regular Podcasts Speaking: Presentation III -speech 16 2 hours individual instruction + 2 hours self-studio 2 hours individual instruction + 2 hours self-studio 2 hours individual instruction + 2 hours self-studio Lynge Blak Investor Relations Limited
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Tailor made presentation material to be presented after assessment of the groups actual level of IR knowledge and needs. The subjects mentioned in the weekly time plan are examples. Final items to be agreed from a total portfolio of more than 70 subjects – list of options will be provided in our detailed planning. Lynge Blak Investor Relations Limited17
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Group training Week 2 How your IR activities can provide value to the company Progression of IR IR Responsibilities The art of communication value Communication platforms Investment Value Drivers Why invest in your company Investment assessment process IR industry development The New IR The IR Components Benchmarking IR for Added Value Benchmarking IR Process Measuring IR Market surveillance & intelligence Add value through targeting Best practices in IR means.. 18 group training of 3 hours from 6.30pm to 9.30pm Lynge Blak Investor Relations Limited
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Group training Week 4 Identifying and targeting investors and analysts How to add value through Targeting Market surveillance & intelligence New Investors – how to find them Reaching out to investors Institutional Targeting Retail Targeting Reaching out to Analysts Capital & Financial Markets Road Show Planning Content of Feedback Report 19 group training of 3 hours from 6.30pm to 9.30pm Lynge Blak Investor Relations Limited
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Group training Week 6 The latest trends in leveraging IR through new age investor communications – how to get your message across. The communication platform Technology in IR IR software solutions Deal with Financial PR Direct and indirect financial communication Why information reduces the risk 20 group training of 3 hours from 6.30pm to 9.30pm Lynge Blak Investor Relations Limited
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Group training Week 8 Understanding your investor and strategist along Corporate Social Responsibility (CSR) and Corporate Governance in relation to IR. Board Perspectives, Behaviors and Roles Facts about Corporate Governance The Corporate Governance challenges The role of IR in Corporate Governance What is Corporate Social Responsibility and Key Issues Social Responsible Investments Why integrate CSR? - and Why look for SRI investors? 21 group training of 3 hours from 6.30pm to 9.30pm Lynge Blak Investor Relations Limited
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Group training Week 10 Value-creating IR Optimizing your IR program Your goals and how to achieve them Optimizing – key elements Your IR check - list IR Success Criteria and Performance Measurement The New IR The Definitions of Success and Performance Setting your Goals Where measures apply in IR Evaluation Factors Market Behavior The Return of IR (ROIR) The critical success factors of IR 22 group training of 3 hours from 6.30pm to 9.30pm Lynge Blak Investor Relations Limited
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Test and evaluation Week 12 Assessment Center Test of self-tutoring / face-to-face process and group presentations with Certificate of Attendance Evaluations of the process Recommendations for improvements of the process Conclusion 23 from 6.30pm to 9.30pm + Award Dinner Lynge Blak Investor Relations Limited
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IR Coaching 12 weeks budget per person 24 Individual coaching and Self-tutoring – 6 times Price HK$ 4,000 Group training and Round Table – 6 times Price HK$ 8,000 Investor Perception Strategy Survey (optional)Price HK$ 25,000 Fact Sheet for IR Strategy (optional) Price HK$ 10,000 (In total IR Coaching Project incl. material Price HK$ 47,000) Lynge Blak Investor Relations Limited IR Coaching Project 12 weeks Price HK$ 12,000
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Testimonial by former attendee “Thanks for your coaching for the past six months, which I found quite useful for me to learn not only the principles of Investor Relations but also some practical measures which I may implement in my planning of Investor Relations program. Moreover, the tailor made coaching provided flexibility for me to focus on some latest issues of investor relations for how to communicate effectively with our stakeholders. Many thanks for your encouragement – your coaching is the key factor to my success”. May LIU, Deputy General Manager, Head of Investor Relations, Cosco Pacific, Hong Kong – July 2010 Phone: (852) 2809 8188 Lynge Blak Investor Relations Limited25
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Who is Lynge Blak? 26 Lynge Blak Investor Relations Limited Lynge Blak was born in 1950 in Denmark From Business College Lynge joined Danske Bank in 1968 and after an international career in banking, stock broking, IR and financial communication, he left the bank in 1994 and was until 2003 VP, Head of Investor Relations for large and small cap companies with international listings In 2003 he established his own Pan-Nordic IR consultancy www.lyngeblak.comwww.lyngeblak.com In May 2008 he established an IR office in mainland China / Shanghai In October 2009 he established a Limited IR- Company in Hong Kong In cooperation with Hong Kong IR Association he teach in investor relations at the Hong Kong Polytechnic University Lynge has been active in domestic and international IR organisations since 1997 From 1997 to 2004 Chairman of the Danish IR Society From 2003 to 2009 Chairman & CEO of International Investor Relations Federations Ltd. (IIRF) & Since 2003 - Chairman of iR Global League Ltd. www.globalleague.comwww.globalleague.com
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Lynge Blak Investor Relations Limited Lynge Blak Owner & CEO Unit 801, 8F, Pacific House 20 Queen's Road Central Hong Kong Mobil phone Hong Kong: (852) 6258 6174 Office phone in HK:(852) 2971 1381 Office fax in HK:(852) 2877 1319 Skype: lynge.blak E-mail: lynge.blak@lbir.dklynge.blak@lbir.dk Web : www.lyngeblak.comwww.lyngeblak.com
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