Greg Costa Email & Phone Number

• Serve as the lead advisor developing best-in-class investor relations programs for multiple clients across all market caps in leisure, hospitality, industrial, and consumer industries• Provide strategic counsel to executive management teams and investor relations professionals to drive successful direction across all areas of communication for capital markets with consideration of broader business strategy and best practices • Lead the support of client’s investor relations efforts, including strategy development, monitoring peer news flow, drafting and reviewing investor relations communication materials, targeting investors, and addressing any client-generated requests • Lead client hosted investor day events by developing presentation materials and prepared remarks aligned to the business strategy

Philadelphia, Pennsylvania, United States

Team lead for investor communications with research analysts and current and prospective shareholders focused on company and market dynamics including variations in financials, effects of economic events, weather, exogenous macro events (COVID-19), and their impact on the hospitality industry. Field a variety of investor questions in a timely manner to ensure their concerns and questions are addressed.

Greater Philadelphia Area

Greater New York City Area

Responsible for providing clients with day-to-day market moving information at the macro and micro level including buyers and sellers of the stock, options activity, and garnering detailed information on potential investors for the client. In addition, responsible for formulating daily, weekly and monthly reports for clients, including evaluation of stock price, sell side recommendations, and fundamental metrics among peers. Wrote and orchestrated the publication of two white papers geared towards the further development of the Investor Relations professional. Topics included a focus on corporate earnings as well as best practices for the IRO in a corporate spinoff situation.

Global Hunter Securities is a full service investment bank focusing on middle market corporate and institutional clients around the world. The firm provides insightful equity research, capital raising and financial advisory services supported by a sales and trading staff with worldwide reach.

Responsible for initiating and organizing non-deal roadshows for executives of publicly traded companies to meet with investors to update them on the business model and value of the companyAccomplishments:• Successfully set up institutional clientele management access meetings for 184 companies for a total of 1,987 meetings in 28 markets worldwide, up 27% y/y from the year prior. • Initiated the GHS Energy Exchange, a weekly call between C-level executives of publicly traded companies and our institutional clientele.• Critical in the success of the 2011 GHS Conference, effectively organizing over 1,000 one-on-one meetings between institutional investors and 156 presenting companies. • Proactively marketed the GHS non-deal roadshow program at multiple industry conferences, while maintaining old and building new relationships for the firm. • Recruited and managed three new Analysts to join the non-deal roadshow team to help bolster the business and improve relationships across various industries.

Responsible for providing clients with day-to-day market moving information including buyers and sellers of the stock, options activity, and garnering detailed information on potential investors for the client. In addition, responsible for formulating daily, weekly and monthly reports for clients, including evaluation of stock price, sell side recommendations, and fundamental metrics among peers. Accomplishments:Improved efficiency of client deliverables by creating macros and identifying sections containing overlapping information. Trained and mentored new Analysts to effectively manage their relationships and implement their knowledge to clients. Created a quarterly shareholder analysis for a client that included shareholder activity during the period, turnover rate and investment style of shareholder base, and competitive analysis compared to its two main peers and the S&P 500.Identified several approaches for clients to help bolster their investor database and add value to shareholders.Assembled reports to identify possible trading trends for clients based on macro and sector events such as the rebalancing of indices.

Responsible for formulating daily, weekly and monthly reports for clients, including evaluation of stock price, sell side recommendations, and fundamental metrics among peers.Accomplishments:Oversaw the day-to-day responsibilities of 4 clients during my first 6 months with Ipreo, ahead of most Analysts in the company.Obtained 7 clients during my first 18 months with Ipreo; considered to be full capacity for Analysts and Associates at the company.Accelerated at creating and maintaining new client relationships as the Analyst on the account during my first year with Ipreo.Initiated program with buy-side investors to gather their perception on clients and the ability of the investor relations team to effectively deliver their story to the investment community.

Bachelor Of Science, Finance, General

Member of Dolan School of Business, Finance Club Study Abroad

Finance

Education record