New York, New York, United States
Founder and CEO of AUM Advisors Inc., providing capital markets advisory, investor relations, media relations, and corporate communications solutions to senior leaders of public and private companies. Expertise in helping public companies drive shareholder value by effectively communicating management's strategy, growing their institutional shareholder base, increasing analyst coverage, and developing a strong industry profile. Former CEO of CCG Investor Relations. Founder and Chair of the Board of MUSE Academy independent school, and former Chair of the Brooklyn Music School.
Founder and CEO of AUM Advisors — we connect the dots between corporate strategy, capital markets, marketing, thought leadership, and the profile of your brand and business leaders.
Joined in order to focus on enhancing BMS efforts in fundraising, marketing, and building a strong advisory board of prominent musicians and leaders in music education and the music industry. This is a wonderful institution that serves an incredibly diverse group of kids, families, and adults to develop a lifelong love of music. Exceptional faculty and a warm, welcoming atmosphere right in the heart of Brooklyn's cultural center in Ft. Greene.
Provide strategic advice to public companies as to how to most effectively position their strategy for value creation with institutional investors, manage investor expectations, build credibility, and react swiftly and effectively to unforeseen situations. Clients include Serco Inc., Spotify SA, and Marcum Bernstein & Pinchuk. Services include: investor messaging and investment thesis, investor presentations, presentation training, perception studies, earnings press releases and earnings conference calls, annual reports, crisis management, business repositioning, divestments, M&A, go-privates, and analyst development. Provide strategic advice to private companies considering an IPO including: public vs. private capital trade-off analysis, IPO-prep, underwriter selection, presentation development, modeling and analyst meetings, exchange selection and negotiation of terms. Also provide consulting services to both public and private companies related to business strategy and marketing including defining value proposition, key brand and marketing messages, and integrated communications for customers, investors, employees, regulators, and other critical stake holders. Services include: Branding exercises and campaigns, digital marketing, executive communications, media messaging and training, white papers, by-lined articles, website content and development, marketing brochures, conference organization, and events. Served as lead organizer and Conference Director of the China Best Ideas Investment Conference in Beijing, China in September 2013 and 2014.
Global investor relations consulting firm with leading market share in China and Israel and a strong focus on the emerging markets. We serve as strategic advisors to CEOs and CFOs of public companies and help them to build liquidity and value in their shares, open new growth horizons, and advise on optimal financing solutions.