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Westicke Partners


Posts by Peter Vozzo

Peter Vozzo

Peter Vozzo is a Managing Director on Westwicke's life sciences, healthcare services, and healthcare technology teams. He has extensive experience in investor relations. He has a BS in chemistry and an MBA in finance/accounting, both from the University of Connecticut.

How to Write Your Annual Letter to Shareholders

Posted on January 19th, 2021. Posted by

Writing Your Annual Letter to Shareholders

Warren Buffet makes the news each year for his letter to Berkshire Hathaway shareholders. By employing his uniquely wry and contrarian style and covering many topics that have little direct bearing on Berkshire’s results or prospects, Buffet has taken one of the staple obligations of a public company CEO, and turned it into something much larger — a kind of State of the Union from the desk of one of our most important business leaders.

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Why You Need a Perception Audit

Posted on June 19th, 2018. Posted by

Westwicke Perception Audit

“Fear grows in darkness; if you think there’s a bogeyman around, turn on the light.”

The late journalist Dorothy Thompson may not have directed these words at corporate management, but the sentiment applies all the same.

Turning on the light and finding out how others really see your business can be a scary prospect. Staying in the dark and not knowing, however, can be costly for companies reliant on capital markets.

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How to Incorporate the Passive Investor Into Your IR Strategy

Posted on November 21st, 2017. Posted by

How to Incorporate the Passive Investor Into Your IR Strategy

According to a report by Moody’s Investors Service earlier this year, passive investments account for 28.5% of assets under management in the U.S., a figure expected to exceed 50% in the next four to seven years.

What’s the driving force behind this passive investing trend? Passive funds – including ETFs, index funds, and quant funds – often have lower fees and superior performance over many actively managed, and more expensive, mutual funds. Passive investments may track indexes, such as the S&P 500, or be driven by computer-based models.

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Six Do’s and Don’ts for Managing Investor Expectations

Posted on April 12th, 2017. Posted by

When it comes to dealing with investors and analysts, what you say can be every bit as important as what you do.

Effective communication can burnish your company’s image and help drive interest in your shares. Conversely, ineffective communication can undermine your reputation and distort even the strongest of investment stories.

To improve the likelihood that you’ll get your communication with investors and analysts right, let’s review some proven do’s and don’ts.

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Life for a Life Sciences Investor Relations Officer: Double Duty

Posted on November 15th, 2016. Posted by

Life for a Life Sciences Investor Relations Officer: Double Duty

Investor relations professionals have a tough job – but the life sciences industry presents some unique challenges: a strict regulatory environment, the politics surrounding healthcare reform, long product development timelines, and large investments in research and development. Implementing an IR program against that backdrop is daunting.

Yet that’s not all. The job of an IR officer in a life sciences company is uniquely complex, multifaceted, and demanding.

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5 Ways to Build Credibility with Investors

Posted on July 13th, 2016. Posted by

Build Credibility with Investors

In investor relations, credibility is everything. When your authority is damaged, everything you tell the Street will be filtered through the jaded minds of professional skeptics who remember your past failure to deliver, or a time they felt misdirected. That’s why it’s vital to maintain a constant focus on sustaining and growing your level of trust with investors.

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Disclosure Policy Tips for Publicly Traded Companies

Posted on September 10th, 2015. Posted by

Disclosure Policy

For publicly traded companies, successfully communicating information to shareholders and the public depends on the efforts of all employees. That’s why they need a written public disclosure policy that assigns responsibility for the collection and assessment of information, and specifies who will communicate that information and when.

A disclosure policy will help ensure that information is disseminated promptly, credibly, and in compliance with legal and regulatory requirements, including the SEC’s Regulation Fair Disclosure (Reg FD). Reg FD will guide many of your disclosure practices.

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Core Elements of an Effective IR Plan

Posted on June 24th, 2014. Posted by

For public healthcare companies and those on the road to an initial public offering (IPO), crafting an effective investor relations (IR) program is essential, and can significantly enhance the investment appeal of your company. Whether your company’s investor relations efforts are new – say, the result of going public – or just in need of a fresh perspective (let’s call it a “reset”), it’s important to keep in mind a few core elements as you plan.

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Have News to Release?

Find out whether you should file a Form 8-K, issue a press release, or do both by using our easy-to-reference chart, “Form 8K vs. Press Release: What’s the Difference?

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