Topic
Investor Relations
67 published works
The CLS Blue Sky Blog
Gladstone Place Discusses Where AI Is Adding Value in Investor Relations
By Renholding
AI is having a clear impact on investor relations as corporate issuers tap AI for stress-testing messaging and benchmarking shareholder proposals, while taking a gradual approach before handing over IR…
Across The Board
New Schedule 13D and 13G CFIs Aim to Clarify the Impact of Communications Between Issuers and Investors
By Liz Walsh
In February 2025, the Securities and Exchange Commission’s Division of Corporation Finance published two new Corporation Finance Interpretations (“CFIs,” or CDIs, as they were known at the time) relating to…
Global Investment Watch
United States: Paper Cut: The SEC “FINALLY” Rethinks E-Delivery
By: Thoreau A. Bartmann and Jennifer L. Klass On 16 July 2026, the SEC proposed Regulation E-Delivery, a new rule that would make e-delivery the default for how investors receive…
ContractsProf Blog
Friday Frivolity: Somebody Can’t Take a 420 Joke
It is well documented that the world’s richest man has the sense-of-humor of a sniggering adolescent. Sissi Cao recounts the history on Observer. com He mused about taking Twitter private…
Free Writings + Perspectives
Pre-IPO to IPO: Communications & IR Readiness
By Brian Hirshberg, Anna T. Pinedo
Webinar | April 22, 202612:00 p.m. – 1:00 p.m. ETRegister here. As mature private companies grow larger and more complex, a sophisticated investor relations strategy becomes essential. Clear, differentiated communications, paired…
Horizons
Omnes Capital selects Intapp DealCloud to unify marketing and investor relations management
By Ali Robinson
European private equity firm chooses Intapp to standardize data and processes across teams PALO ALTO, Calif. — March 11, 2026 — Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms…
Known Trends
Questions About AI in Shareholder Engagement Meetings
With the impact of artificial intelligence (AI) on everyone’s mind, companies are seeing investors ask an increasing number of AI-focused questions in shareholder engagement meetings. These questions reflect a growing…
Inside Political Law
When Investor Relations Become Procurement Lobbying
By Zachary G. Parks, Derek Lawlor, Kimberly Railey
Employees in the investor relations departments of hedge fund managers and private equity firms typically do not consider themselves "lobbyists." But state and local regulators sometimes have a different view.…
SEC Actions
Investor’s Funds Expended for Personal Items, Not on Company
Convincing investors to purchase a product based on misrepresentations is a traditional focus for the Commission’s enforcement division. In some of its cases the misrepresentations, while material, are straight forward.…
Horizons
New Forests adopts Intapp DealCloud to bolster capital raising
By Ali Robinson
Global investment management firm modernizing investor relations with AI-powered fundraising solutions PALO ALTO, Calif. — February 11, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at…