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  • Kate Divito

Yellowstone Advisory and ShareSoc


Yellowstone Advisory orchestrated 3 highly successful private shareholder meetings for the FTSE behemoths, Glaxo, Lloyds Banking and British Land during the summer of 2019. We worked in conjunction with ShareSoc, the not-for-profit organisation which represents private investors to entice the companies and pull together the logistics of the event. ShareSoc have had a big push this year to try and encourage FTSE 100 companies to meet with their retail investors. This has given us a great opportunity to coordinate these meetings for them.

The 3 summer meetings were London based and all had a very high turnout which is not surprising given the headline names and the rarity in being able to see such high calibre companies.

Glaxo’s IR Sara Elton-Farr gave an in-depth overview of the pharma giant with several IR specialists at hand to answer the financials questions. Her inside-out knowledge of the company was abundantly apparent and she translated the key points succinctly. All the team made themselves available after the event for further conversations which was hugely appreciated.

Lloyds Banking Group who are more accustomed to communicating with their relatively large retail investor base had their IR, Douglas Radcliffe kick off proceedings along with the mightily impressive Carla Antunes da Silva Head of Group Strategy, Corporate Ventures and IR Director. The latter’s fluency in the language of the banking sector was highly impressive and the pair delivered a well-tailored overview of the group. They also handled the questions from the floor exceptionally well.

British Land lead with the CFO, David Walker who gave a thorough outline of British Land’s new developments and winning strategy to handle and ailing high street. He was not only an erudite presenter but handled the questions adeptly. He also made himself available at the end to talk personally to investors despite which was a great touch.

Feedback from participants from both sides has been overwhelmingly positive. The companies have found real value in connecting with their retail shareholder base to glean more insight into the sentiment of this group of investors and points of enquiry. The delegates who attended the events have been delighted to have the opportunity to listen and ask frank questions directly to key senior management.

We have more FTSE companies in the pipeline for the Autumn and will continue to work with ShareSoc to provide these events on an ongoing basis.


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