Stephen Forman, Cfa Email and Phone Number
Stephen Forman, Cfa work email
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Stephen Forman, Cfa personal email
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Through my roles in Institutional Equity Sales and Trading, Investor Relations, Advisory and Capital Raising I have a successful history with building long term institutional investor & corporate relationships, business development, and corporate communications strategies. I have worked with a number of public & private companies to help define, evaluate and execute strategies to enhance their shareholder presence which lead to increased market value and liquidity.
Perseus Mining Limited
View- Website:
- perseusmining.com
- Employees:
- 392
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Investor Relations ManagerPerseus Mining Limited Feb 2024 - PresentMelbourne, Victoria, Australia -
Head Of Investor Relations And Corporate DevelopmentPointsbet Apr 2021 - Jan 2024★ Work with senior management to outline investor outreach schedule for domestic and international Institutional Investor marketing/roadshows★ Effectively manage both both side and sell side relationships to develop confidence in the company’s vision and strategy for delivering shareholder value★Developed a robust investor relations strategy and framework, to effectively maximize managements time. ★ Actively engage with current & potential investors providing management with feedback enabling the group to refine outreach messaging and strategy. ★ Skilled at effective presentations and communications materials for corporate and investor presentations, marketing presentations, webcasts and earnings materials, including high impact presentations used by senior leaders in key investor conferences and other events, earnings releases, conference call scripts, Q&As, supplemental data, earnings presentations and ad hoc financial analysis. ★Provide clear and timely analysis on all topics relevant to investor relations to internal stakeholders. -
Director Of Investor Relations & Board MemberStructural Monitoring Systems Plc Nov 2019 - Jun 2022★Excel at developing and maintaining relationships with existing and potential investors (retail & institutional)★Successfully managed the investor relations calendar to include activities for Annual Report, Annual shareholders’ Meeting and investor conference calls which saw a noticeable increase in shareholder engagement. ★Effectively developed and executed key investor seminars, conferences, small group meetings and road shows that resulted in a significant increase in active shareholder support. -
Corporate Access & AdvisoryUnion Square Capital Advisors May 2019 - Apr 2021★Utilized extensive global network of Institutional investors to help companies grow their business, secure cornerstone investors and diversify their share register - particularly in North America. ★Provide market research on prospective investors; investor briefings; deal and non-deal investor road-shows; innovative debt and equity funding solutions.★Successfully worked with a number of corporates to help define, evaluate and execute strategies to enhance their U.S. shareholder presences. -
International Equity SalesJpmorgan Chase & Co. Jun 2015 - May 2019New York★ Lead the Australian Equity Sales effort to US Institutional Clients as part of the International Sales team★ Developed and implemented account strategies that significantly improved research and sales ranking with key global investors (source McLagan)★ Oversaw a three fold increase in the number of Australian companies using JPM for their non deal roadshows.★ Successfully used the JPM Global platform to raise the profile of the Australian business both internally (across various products lines) and externally through significant market share and revenue gains (source McLagan) -
Asia Sales TradingCimb Securities Sep 2012 - Jun 2015New York★ Provided market insight, research analysis and order execution for all Asia ex-Japan markets★ Responsible for building out CIMB’s US shares and ADR trading capabilities which saw significant gain in revenues★ Successfully worked with the research sales team to promote the CIMB equity offering which saw a two fold increase in revenue over three years -
Capital Markets And Corporate Access/Investor Relations AdvisorConsultant Jan 2011 - Sep 2012New York★ Provided capital raising solutions for Australian based companies through access to US Institutional Investors★ Advised and executed US roadshows for Australia based companies which lead to an increase of their US share holder base★ Worked with senior leadership to develop key messaging for communications materials, and help provide feedback from discussions with the US institutional investors.
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Investor Relations DirectorTantalus Rare Earths Ag (Taen) Apr 2010 - Dec 2010New York★ Provided capital markets direction to facilitate an alternative listing outside of initial IPO on the Extra trading venue in Germany★ Served as the key point person to articulate strategy, results, opportunities and initiatives to current and potential shareholders and analysts. ★ Prepared and distributed external communication materials and presented at investor and sector conferences. -
International Equity SalesUbs Securities Llc Jun 2007 - Apr 2010New York
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International Equity Sales TradingJpmorgan Chase & Co. Apr 2000 - Jun 2007New YorkHead of Asia Sales Trading
Stephen Forman, Cfa Skills
Stephen Forman, Cfa Education Details
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Cfa InstituteChartered Financial Analyst (Cfa) Charterholder -
Graduate Diploma - Applied Finance & Investment -
Accounting And Finance
Frequently Asked Questions about Stephen Forman, Cfa
What company does Stephen Forman, Cfa work for?
Stephen Forman, Cfa works for Perseus Mining Limited
What is Stephen Forman, Cfa's role at the current company?
Stephen Forman, Cfa's current role is Investor Relations Manager - Perseus Mining.
What is Stephen Forman, Cfa's email address?
Stephen Forman, Cfa's email address is fo****@****ail.com
What schools did Stephen Forman, Cfa attend?
Stephen Forman, Cfa attended Cfa Institute, Kaplan Professional, Scotch College, Perth, The University Of Western Australia.
What skills is Stephen Forman, Cfa known for?
Stephen Forman, Cfa has skills like Institutional, Traders, Hedge Funds, Equities, Trading, Securities, Equity Trading, Series 7, Series 63, Financial Markets, Institutional Investments, Investments.
Who are Stephen Forman, Cfa's colleagues?
Stephen Forman, Cfa's colleagues are Agnes Ackon, Mark Acheampong, Barry Luüs, Lydia Dontoh, Francis Milar Koffi, Nicolas Kouadio, William Akowuah.
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