Providing a full suite of consultative and logistical services designed to bring institutional investors and corporate clients together to help companies reach their full market potential. Contracted and responsible for leading planning, logistics, outreach, communication and execution for these events. Clients include: Ladenburg Thalmann Tech Expo, MicroCap Rodeo Conference, & iAccess Alpha Conference

*Developed customized investor targeting and outreach strategies for growth companies to increase investor awareness of their unique offering, resulting in a more highly qualified investor base and improved investor mix. *Consulted clients in capital markets and outreach, including: sell-side analyst outreach; institutional investor targeting; turn-key road shows, group meetings, investment conference appearances and analyst days. Successfully expanded sell-side coverage & increased institutional ownership.*Assisted in formatting presentations and communications, which included reshaping or developing the equity story and messaging in collaboration with management, and implementing best practices for effective investor communication.*Partnered with Ladenburg Thalmann and MicroCap Rodeo on behalf of PCG leading the creation, planning, communication and facilitation of their high corporate impact conferences resulting in increased awareness and new client opportunities.

*Completely revitalized all aspects of ISG’s approach to conferences, webinars and NDRs resulting in Responsible for 50%+ of overall sales in company and sponsor participation. *Ensured the highest quality event attendance through building out qualified investor lists (institutional, family offices, and private wealth) and researching and analyzing investment data to identify the most attractive companies resulting in a 50% improvement in number of quality meetings. Grew ISG’s reputation as having a unique network of the highest quality investors and the most valuable microcap and small-cap companies. *Oversaw all marketing materials and messaging for the conferences, webinars and NDRs. Implemented and executed monthly newsletter and Investor Summit forum.