Provide equity research coverage on companies spanning multiple industries, including Healthcare/Biotech, Consumer, Technology, Materials and others.

• Executed IR programs for U.S. and Canadian-listed micro and small-cap companies in the Healthcare, Technology, Industrials, Energy and Cannabis sectors• Provided strategic counsel to nascent public and newly appointed management teams to help establish best practices in shareholder communications• Drafted financial press releases, earnings scripts, corporate update letters, corporate presentations and website content• Handled incoming inquiries and maintain correspondence with largely retail comprised shareholder bases• Conducted pre-IPO activities for Energy and Technology clients including “testing the water” meeting investor targeting, presentation and website content and messaging, employee communications and listing day event logistics • Facilitated introductions to research analysts, investment bankers, institutional investors and industry vendors • Coordinated Capital Markets Day for BeyondSpring (Nasdaq: BYSI), among 2017’s top performing biotech IPOs

• Developed and managed IR programs for global biopharmaceutical and medical technology companies, concentrated in the small-to-mid cap range• Counseled senior management and internal IR teams on best practices related to corporate disclosure and messaging, investor targeting, IPO preparedness and crisis management• Drafted investor materials including press releases, earnings call scripts and corporate presentations• Cultivated and expanded sell-side analyst, institutional investor, and banker relationships• Arranged non-deal roadshows with institutional buy-side investors and meetings with sector analysts• Managed “R&D Day” events for Nasdaq and Euronext-listed clients, spanning content development, attendee targeting and outreach, event logistics, and post-event perception studies

• Maintained ratings and price targets for up to 30 Biotechnology, Specialty Pharma and Healthcare Services/Facilities companies, utilizing various valuation methodologies• Published research notes and updated stock reports to reflect company news and the current investment thesis• Built and updated financial models to forecast company earnings and value biopharmaceutical pipelines• Conducted broadcast and print media interviews to enhance S&P’s brand visibility and thought leadership position• Authored monthly thematic healthcare industry articles published over S&P’s MarketScope Advisor platformNotable Achievements:• Outperformed total coverage benchmark on “Strong Buy” recommendations by 243% from inception through 2013• Awarded S&P Capital IQ’s 2013 “Stock Picker of the Year”, upon generating the highest alpha across 50 analyst team • Media appearances and quotes included outlets such as CNBC, Fox Business News, Bloomberg, Investor’s Business Daily, The Wall Street Journal, Financial Times, Reuters, Barron’s