INVESTOR RELATIONS
Investor Targeting and Marketing, Earnings Strategy and Implementation, Advertising, Speaking Opportunities, Strategic Counseling and much more.
- Conducting Peer Analysis
- Conference Calls
- Creating Scripts, Press Releases and Presentations
- Developing / Executing Financial Communications
- Disclosure Guidance
- Dissemination of Monthly and Quarterly Information to Markets
- Investor Kit Fulfillment and List Maintenance
Investor Targeting and Marketing
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- Introduce Your Stock to Potential Investors
- Aim to Diversity and Expand your Shareholder Base
- Shareholder Research, Targeting and Analysis
- IPO Program Development & Implementation
- Pre-IPO, IPO and Post-IPO Programs
- Listing Services
- Market Summaries
- Message Development
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- Multimedia and PowerPoint Presentations
- Webcasts & Logistics
- Disclosure and Transparency
- Peer Benchmarking
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- Intelligence on Vehicles Used by Peers to Communicate
- I How Well they Convey their Messages
- IWhat Information They Disclose
- Peer Group Surveillance and Analysis
- Perception Surveys and Research
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- Gauge the Effectiveness of Communication with Market
- Contact Target Universe to Determine Perception of Firm
- Press Releases
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- Press Release Writing and Consultation
Earnings Strategy and Implementation
- Retail Marketing
- Advertising
- Conference Attendance
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- Broker Outreach
- Roadshow organization
- Sell-Side Outreach
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- Identify and Communicate with Appropriate Analysts
- Shareholder Identification
- Working with outside firms we can uncover
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- Up-to-Date Share Positions
- Detailed Ownership Overview
- Geographical Share Analyses
- High Identification Rate
- Institutional Profiles (including investment contacts investment decision-making, etc.)
- Market Surveillance (ADRs, Semi-Annual, Quarterly, etc.)
- Speaking Opportunities
- Strategic Counseling
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- Develop Strategy
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- Communicate Messages
- Strategic Positioning
- Webcasting
- Website Audit/Review
- Website Design and Maintenance
- Introduce Your Stock to Potential Investors
- Aim to Diversity and Expand your Shareholder Base
- Shareholder Research, Targeting and Analysis
- IPO Program Development & Implementation
- Pre-IPO, IPO and Post-IPO Programs
- Listing Services
- Market Summaries
- Message Development
- Multimedia and PowerPoint Presentations
- Webcasts & Logistics
- Disclosure and Transparency
- Peer Benchmarking
- Intelligence on Vehicles Used by Peers to Communicate
- How well they Convey their Messages
- What Information They Disclose
- Peer group surveillance and analysis
- Perception Surveys and Research
- Gauge the Effectiveness of Communication with Market
- Contact Target Universe to Determine Perception of Firm
- Press Releases
- Press Release Writing and Consultation
Earnings Strategy and Implementation
- Retail Marketing
- Advertising
- Conference Attendance
- Broker Outreach
- Roadshow organization
- Sell-Side Outreach
- Identify and Communicate with Appropriate Analysts
- Shareholder Identification
- Working with Outside Firms We Can Uncover:
- Up-to-Date Share Positions
- Detailed Ownership Overview
- Geographical Share Analyses
- High Identification Rate
- Institutional Profiles (including investment contacts investment decision-making, etc.)
- Market Surveillance (ADRs, Semi-Annual, Quarterly, etc.)
- Speaking Opportunities
- Strategic Counseling
- Develop Strategy
- Communicate Messages
- Strategic Positioning
- Webcasting
- Website Audit/Review
- Website Design and Maintenance
Pristine Advisers and its professionals have successfully managed and placed capital for some of the premier institutions. With experienced capital markets specialists that focus every day on capital raising for banks and Firms, we understand the special dynamics and relationships needed to successfully raise capital in today’s changing financial market. Our understanding of the industry, focused expertise in structuring and advising on deals in that sector, and our proven ability to educate investors translates into better overall execution for our clients.
A typical capital markets advisory assignment could include the following:
- Structuring and negotiating the capital transactions to minimize costs while maintaining maximum operating flexibility and value for the franchise
- Arranging capital, including common and preferred equity, senior debt, subordinated and convertible debt
- Preparing quality financing and executive memoranda which highlight the attractiveness of the company and the opportunity
- Accessing our extensive network of debt and equity capital providers and investors (including preparing and working with you on road show presentations)
- Making strategic acquisitions of stock or funding a one-time dividend or investment
- Effecting buy-backs and repurchases of shares
- Documenting and closing the capital transaction
When making a decision to raise capital, the structure and outcome of the deal are important. We can strategically advise you on all facets of capital transactions, including structuring, pricing, introductions, marketing and investor communications, and ultimately, execution.
Working with Pristine Advisers, you can trust that your interests and the interests of your shareholders will be fully evaluated before any capital engagement is undertaken by our firm, and you can count on our post-offering support to ensure your deployment plans continue to be executed according to plan.
PUBLIC RELATIONS
Our job is to generate positive publicity for our clients and enhance their reputation. It’s a combination of analysis and creative problem solving.
*Interviews and Press Days
*Media Placement in key financial publications
*Tracking (both client and peers)
*Recommendations based on results
*Manager “Spotlights”
*Press Releases
*Proactive Media Pitches
*Social Media Implementation, Maintenance and Surveillance
*Speaking Topic List
CLICK HERE to view some examples of our work
One of the many services we offer our clients is meeting and conference organization. Whether you would like to host a small meeting for investors, the financial press or a large scale conference, we can assist you in all aspects of building your event.
There are many components to consider and various vendors to hire to run a meeting. We can assist in managing all facets from the right venue, caterers, audio visual, webcasting, marketing and inviting guests. Wework regularly with hotels and vendors and know how to price their services and can negotiate pricing on your behalf.
On the average, a one-day conference can consume an entire month of your staff’s time to organize. Our team have over 29 years of experience in organizing events. We have arranged many Closed-End Fund events, as well as large-scale Corporate events. We know what is involved and needed for events for all shapes/sizes from the NYSE Bell Ringing to the large scale 5-day Conference Series. We’ve planned and executed dozens of Corporate Conferences whether they are solely for each client, or group events — we handle it all.
We have been cultivating databases of investors, brokers, financial consultants, analysts, and the financial press to target and would be able to work to bring a quality targeted group to participate in your event.
We are very competitively priced and would welcome an opportunity to speak to you in more detail about the services we can offer your firm.
Earnings Strategy and Implementation
- Assist clients at industry events
- NYSE Bell Ringing Ceremonies
- Conference / Event Planning and Support
- Plan, coordinate and execute events – Oversee the planning and execution of logistics and operation for special meetings, conferences, road/trade shows and events
- Manage all the event operations – The facility selection, contracting, pricing, transportation, accommodations, food and beverage selections and audio/visual service arrangements, etc.
- Manage the delivery of event – Work with event sponsors, internal/external teams on all areas of the event.
- Plan the event floor plan, its budget and produce the event materials and accessories.
- Assist in meeting the business objectives for lead generation from seminars, special events and trade shows
MARKETING
We monitor industry trends and adjust our marketing program accordingly to ensure our clients remain competitive and ahead of the curve. We create awareness.
change that. With over 29 years of IR, PR and Media experience specific to the finance industry, our wealth of knowledge, network and experience can increase investor awareness and trust in your funds. You believe in the new companies in your BDC funds and with our help, so will the world.
How we can help?
We create awareness through ETF marketing and publicity adding value to your fund.
Simply put: the more known your ETF is to investors, the more likely they will invest in it and the more profitable your ETF becomes. Pristine Advisers is here to market your ETF and get it known. We offer custom packages specifically tailored to meet the goals of your ETF. Choose from a variety of services from our ETF packages including:
ETF Media Packages
Pristine Advisers can help increase an ETF’s awareness through the organization and facilitation of:
- Interviews in key financial publications
- Press release creation and distribution
- TV contacts for interviews
- Proactive media pitches
- Speaking topic list
ETF Social Media Packages Social media networks are experiencing explosive growth in how people share and discover their news and new products. Pristine Advisers can help build a social media awareness through the following methods:
- Create social media pages in all relevant social networks
- Create Community and Research our Clients Needs
- Publish Pre-Approve Social Messaging
Since the financial crisis, Hedge Funds have received a lot of negative media attention. This negative media focus on Hedge Funds can overshadow the actual performance of your Hedge Fund, leading to lower investor confidence and ultimately, fewer investors in your Hedge Fund. Pristine Advisers can help change this. With over 29 years of IR, PR and media experience in the finance industry, Pristine Advisers can help mitigate the risk of negative publicity for your Hedge Fund. We offer custom-tailored marketing packages specific for Hedge Funds to present them in the best light possible to the public. Conversely, if your Hedge Fund has received negative media attention, we can help repair the damage to its image.
Choose from a variety of our services unique to marketing Hedge Funds including:
Hedge Fund Media Packages Pristine Advisers can help increase the awareness of a Hedge Fund through the organization and facilitation of:
- Interviews in key financial publications
- Press release creation and distribution
- TV contacts for interviews
- Proactive media pitches
- Speaking topic list
Hedge Fund IR Services
Pristine Advisers offers a wide variety of IR services. A sample of IR services that would be most suitable for Hedge Funds are:
- Introduction and feedback of the fund from the financial
analyst community - The creation of several webcasts on the topic of the
specific Hedge Fund - Access to the Pristine Advisers database to promote your
Hedge Fund - Investor targeting and marketing
- Introduce your Hedge Fund to potential investors
- Aim to diversity and expand your shareholder base
- Shareholder research, targeting and analysis
- Conducting peer analysis
- Creating scripts, press releases and presentations
- Investor kit fulfillment and list maintenance
- Message development
- Multimedia and PowerPoint presentations
- Webcasts & logistics
- Disclosure and transparency
Other Hedge Fund Marketing Solutions
A bespoke marketing mix can be created to increase awareness of your Hedge Fund. Other strategies include:
- Print advertising in key financial publication
- Advertorials
- Viral marketing through a blogger enablement strategy
- Targeted email marketing campaigns
- Drip marketing campaigns
- Comparison website marketing
- Digital solutions
- Website design and maintenance
- Search Engine Optimization
- Social media monitoring
- SaaS implementation
- Content writing
- Shareholder engagement
The “unknown”
Security
Privacy
Management authority
Regulatory compliance
Malicious statements from dissatisfied investors
Inability to monitor the social activities of employees
Constantly changing regulations by governing organizations
Pristine Advisers team began their training to each become Certified Social Media Strategists. Our team of professionals are well trained and well versed in all aspects of Social Media. We understand the needs and rules for Financial Firms utilizing social media. We have developed a program that helps put our clients ahead of the curve in terms of utilizing social media in their marketing campaigns.

Thank you for all of your hard work and dedication to The Japan Equity Fund, The Thai Capital Fund and The Singapore Fund. We’ve seen a great increase in web traffic, in webcast attendees and in information requests. Keep up the hard work.

Thank you for your IR/PR efforts on behalf of China Enterprises Limited. We greatly value your hard work and dedication to our company. Not too many firms understand how to work with Chinese companies. Having worked with you for over 13 years, you clearly understand our business as much as you do your own. We are grateful to have you on our team

We just wanted to thank you for all of your hard work and dedication to The Asia Pacific Fund (NYSE:APB) and The Greater China Fund (NYSE:GCH) over the past thirteen years. We can clearly see the benefits of our investor relations, public relations, and media relations program. Our recent perception study highlights that your efforts on our behalf clearly surpass that of many of our peers.

It has been an absolute pleasure working with you over the past 10+years. You folks definitely understand the closed-end fund business like no other. Your Investor Relations and Public Relations programs have been quite beneficial to The Zweig Fund and The Zweig Total Return Fund. Your assistance during our AGM’s has been extremely helpful as is your day-to-day efforts on our behalf. We are fortunate to have you on our side.

Time and again, Patricia has proven her decision making skill in critical juncture and her expert knowledge and experience in non deal or deal roadshows, sales and marketing and investment activities for private and public companies.

Pristine Advisers has been an excellent IR service provider for The Mexico Fund. We need people like them who know the closed-end fund industry well and have the knowledge about the right ways to communicate with our stockholders. We look forward to continue working with this unique team of enthusiast PR specialists.

Pristine has been a fantastic source of guests and information for me. They prepare all their clients extremely well for their media appearances and whenever I need a guest on a particular topic in a pinch, I know I can rely on Pristine.

Pristine Advisers is a top-notch IR/PR Service Provider. They are exceptionally well-versed in the closed-end fund space and are truly innovative thinkers. Their unique skills in reaching out to shareholders on behalf of their clients, as well as the media and the investment community as a whole are what sets them apart from Their peers. The team at PA is energetic, goal oriented and work hard for every one of their clients. Their relationships with the key players in the industry is amazing and their reputation for giving clients 150% is stellar. Any firm would be lucky to have the team at Pristine Advisers behind them.

Patricia and her team bring tremendous value and experience to the table when they help shareholders and prospective shareholders gain a better understanding of a fund’s competitive value. They also help boards and fund managers understand the impact of their decisions which can help avoid costly PR situations that have plaques some funds in our industry.

Thank you Patricia and to the Pristine Advisers team for their excellent work and outstanding understanding of the PR world. Having such an experienced and dynamic team on your side to take care of every public related issue and organize all of our conferences is priceless but Pristine Advisers can do it for such an affordable budget with 100% success. Always open for new ideas and building up positive media coverage, that lead to company growth and expansion.

Our company has been in the hands of Patricia since its beginning, hence the growth of our firm is a vision of the Pristine Advisers team. The consistency and up to date knowledge of Patricia’s team has given us excellent results. They are always looking forward to meeting our company needs and addressing them properly with successful results in the end. It is impressive how creative the team is and their ideas are very well organized and precise. Overall, it is always a great pleasure working with them, and climbing the success ladder together.

Its is always a pleasure working with Pristine Advisers because of their professionalism, efficiency and dedication. They can stir your business in the right direction of success. The team is very well selected and organized and Patricia is always eager to do the task in question with 100% success. The fact that Pristine Advisers is doing PR as well as marketing is saving money and time to work with the same people on both fields which is a smart move considering the connection between good marketing and PR service.