A Year Later: Where We Contributed and Where We Were "Too Soon"

A Year Later: Where We Contributed and Where We Were "Too Soon"

Dear Stakeholders,?

As we navigate the ever-changing landscape of our industry, I wanted to take a moment to reflect on our journey over the past year and provide you with a candid assessment of where we focused our contribution and where we ventured into newer territory, which we refer to as our "too soons," but believe will manifest in 2024.

In business, as in life, there are moments of triumph and moments of reflection. This letter represents our commitment to transparency, candor and accountability, values that are at the core of any successful advisory relationship.?

Where We Focused Our Contribution

We started our business with a simple idea; to build the talent, tools and capabilities to enable The Elevated Investor Relations Officer:

The elevated IRO: Cultivating confidence across the four vectors | IR Magazine

The elevated IRO: Effectively communicating AI strategies to skeptical investors | IR Magazine

NIRI 2023: Mark Hayes of Breakwater Strategy on helping IROs get a seat at the board level | IR Magazine

The future of perception: Impact Intelligence | IR Magazine

And to advocate for the Elevated Investor Relations Officer to become the Chief Investor Relations Officer and support it:

Elevating Investor Relations: Is It Time for the Chief Investor Relations Officer? | LinkedIn

The Foundational Four: The Significance of Non-Financial Factors in Valuation | LinkedIn

The Five “I” s of Value Creation: The Next Practice for Public Companies: Answer To A Subscriber Question | LinkedIn

We also sought to contribute to our community across the full range of Investor Relations topics and engage with industry leaders including Sarah Hassaine and Bonnie Schneider and colleagues including Patrick Conway.

Framing the Quarter: 10 Areas of Interest for the Q2 2023 Earnings Season - Breakwater Strategy

Framing the Quarter: 10 Areas of Interest for the Q1 2023 Earnings Season - Breakwater Strategy

Buybacklash: How CEOs Can Navigate the Capital Allocation Minefield - Breakwater Strategy

Purpose-Driven Profit: How Effective ESG Communications Can Drive Returns Across the Four Vectors - Breakwater Strategy

Global Theater & Capital Markets: The Role of Geopolitics in Public Company Valuation | LinkedIn

Launching The “Big Ten Questions with Capital Markets Comment" Series: The Belt and Road Initiative & Investor Engagement. | LinkedIn

The Next Question: What is Your Plan for Business Resilience as Climate and Weather Patterns Continue to Evolve? | LinkedIn

Ten Questions About Diversity, Equity and Inclusion (Part 2) | LinkedIn

The AI Narrative: From Buzzword to Business Strategy: Investor Engagement Over the Balance of 2023 | LinkedIn

Striking the Balance: The Pace of AI Implementation & Cybersecurity: A Perspective on Investor Engagement | LinkedIn

Leveraging Generative AI in Investor Relations: A Competitive Advantage | LinkedIn

Should Retail Investors Have Their Own Earnings Call? | LinkedIn

Launching The “Big Ten Questions with Capital Markets Comment" Series: The Belt and Road Initiative & Investor Engagement. | LinkedIn

Post | LinkedIn

And highlighting the dangers of advisory based on Averages, Normative Data & Benchmarking and calling instead for Impact Intelligence and First Principles thinking to inform decision makers:

Designing for the Average Means Designing for No One: The Pitfalls of Averages, Normative Data & Benchmarking for Public Companies Investor Engagement | LinkedIn

The CIA and The Investor Relations Officer: Developing Market Intelligence for Decision Makers | LinkedIn

Why Averages Fail: Insights From Orange Juice Futures for Next Generation Investor Engagement Strategies | LinkedIn

The Future of Intelligence Gathering and Analysis and Its Lessons for Public Companies & Perception Studies | LinkedIn

“Too Soons”:?

We focused on these areas ahead of the wave but do believe these will manifest themselves more fully in 2024.? ?We were “too soon” in 2023.? These were bolder calls and future focused strategies we pursued, recognizing that innovation often requires venturing into the unknown or less well recognized. ?While some of these areas may not have yielded the desired results immediately in 2023, they represent our willingness to explore new horizons in service of The Elevated IRO and view them as them as paving the way for future innovations and value creation.

Reshaping the Future: The Impact of International Investment on Japanese Companies Communication Strategies | LinkedIn

Elevating Investor Relations: Is It Time for the Chief Investor Relations Officer? | LinkedIn

The Evolving Geostrategic Landscape: Gulf States and The Global Stage | LinkedIn

The future of perception: Impact Intelligence | IR Magazine

Navigating New Horizons: A Preview of the Upcoming Belt and Road Initiative Meeting in Beijing | LinkedIn

Shaping the Future: Extreme Heat & Investor Engagement | LinkedIn

Ten Questions Board Members Should Ask Their CEO About Extreme Heat: An Interview with Bonnie Schneider | LinkedIn

Elevating Investor Communication & Engagement through Cross-Disciplinary Innovation: An Introduction | LinkedIn

Thank you for your trust and partnership. We look forward to another year of collaboration and progress as we navigate the opportunities and challenges ahead.

My best,

Mark

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