Investor Relations from a Wall Street Perspective
ABOUT US
Many shall be restored that now are fallen, and many shall fall that are now in honor - Horace
Reficio in Latin means to repair, renew, or restore. At Reficio Investor Relations, we aim to help companies remake or repair an under-performing or minimal investor relations function. What makes Reficio Investor Relations unique is the combination of both sell-side and investor relations experience. Our expertise revolves around leveraging our Wall Street training to clearly and confidently present a company to the investment community.
Our sell-side background spans nearly 10 years of experience across several verticals, including: U.S. Internet, Chinese Internet, Healthcare IT, Digital Healthcare, Communications Infrastructure, REITs, and Gaming and Lodging. Our sell-side tenure spanned thousands of notes, 11 initial public offerings (IPOs) across multiple verticals, strong excess alpha generation (stock picking), and we participated in nearly every investment committee at Stifel between 2007 and 2010. Some of our best stock calls were shorts, which provides a unique perspective for investor relations.
Additionally, we bring multiple years of Investor Relations experience.
In 2019, we led teh Investor Relations function at Caesars Entertainment, an $8 billion market cap company, which was recently acquired by Eldorado Resorts.
From 2016 to 2017, we led the Investor Relations function at DFT Data Centers (known as DuPont Fabros Technology), a $7B market cap data center REIT. In September 2017, DFT was acquired by Digital Realty Trust (DLR).
As the lead IRO, we oversaw investor relations strategy and messaging, the quarterly earnings process, consensus modeling, board reporting, and competitive intelligence. We highlight two key accomplishments as lead IRO: (1) establishing a visible and well-respected IR program where one did not previously exist, and
(2) becoming a well-respected Investor Relations Officer (IRO) in the data center vertical, within one year, with no prior industry knowledge/experience.
Overtime, we intend to provide thoughts / philosophies on how to perform the IR function optimally. We hope that readers will find our perspective interesting.