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PHOENIX INVESTOR RELATIONS


ADVISORS TO LEADING COMPANIES ON BOTH SIDES OF THE ATLANTIC

January 2024 - H&R Block - Phoenix-IR organised a virtual roadshow for H&R Block
(HRB) in the UK and continental Europe in January 2024
December 2023 - Automatic Data Processing - Phoenix-IR organised an in-person
roadshow in UK and Frankfurt for Automatic Data Processing (ADP) in December
2023
December 2023 - Nasdaq Investor Conference - Phoenix-IR is pleased to work again
with Nasdaq for the 49th Nasdaq Investor Conference (in-person in London)
November 2023 - WSP Global - Phoenix-IR organised a virtual roadshow for WSP
Global (WSP.TO) in November 2023
November 2023 - Lowe's - Phoenix-IR organised a virtual roadshow for Lowe's
(LOW) in November 2023
November 2023 - Kellanova - Phoenix-IR organised a virtual roadshow for
Kellanova (K) in November 2023
November 2023 - Lockheed Martin - Phoenix-IR organised an in-person roadshow in
London and Edinburgh for Lockheed Martin (LMT) in November 2023


PRESENTATION

Phoenix-IR is a European-based investor relations consultancy which provides
advisory services to listed companies across the market cap, sector and
geographic spectra. The benefits of European shareholders have long been
acknowledged. However, the investment landscape can be difficult to navigate.
Both not only in terms of identifying the right investors and logistically given
differing time zones, languages, customs etc. Phoenix-IR are experts in
navigating this complex and often, opaque, landscape. Many of the world’s most
admired companies use our services – find out why.

NDRS/INVESTOR OUTREACH

Best in class, conflict free investor outreach

TARGETING

Pro-active real-time actionable targeting

CORPORATE ACCESS NETWORK (CAN)

Technology which enables direct communication between companies and
institutional investors

RESEARCH

Unbiased qualitative and quantitative research


SERVICES FOR COMPANIES

Our experience, client focus, independence and unparalleled knowledge ensure we
deliver the best outcomes for our clients. We are the ideal partner for any
company looking to increase their European shareholder base.

NDRS/INVESTOR OUTREACH

- MiFID II have dramatically changed corporate access
- Unlike any investment bank, we cover 100% of the institutional market
- Our proprietary database is unbeatable both in its breadth and accuracy
- No conflict of interest - our aim is to increase your European shareholder
base
- Delivering the right investors with flawless logistical execution

TARGETING

- Incomplete European ownership data makes qualitative targeting a necessity
- Our service is pro-active and demonstrates real-time interest vs. theoretical
or algorithmic
- We cover 100% of the addressable market (including ESG investors)
- Experience across the market cap, sector and geographic spectra
- Accurate and actionable information – yours to use as you wish
- We will unearth new targets and rejuvenate your outreach

CORPORATE ACCESS NETWORK (CAN)

- Technology designed to tackle the implications of MiFID II
- Independent, open, conflict-free platform
- Facilitates direct contact between companies and institutional investors
- Enables companies to solicit feedback, advertise capital market days,
conferences, NDRs
- Free to both investors and companies (premium value add subscription
available)
- IROs have full contact details of interested investors at their fingertips

corporateaccessnetwork.com

RESEARCH

- We interview hundreds of fund managers each quarter
- The investment community know and trust us
- Our research is both qualitative and quantitative
- Pre-meeting research to identify issues so management is well briefed
- Post-roadshow feedback to measure the ROI of outreach
- Identify any IR/ESG issues
- Comprehensive bespoke perception studies tailored to your needs


SERVICES FOR INSTITUTIONAL INVESTORS

Phoenix-IR is a European-based investor relations consultancy. We organise
meetings and presentations for companies across the market cap, sector and
geographic spectra in cities throughout Europe.

MEETINGS AND CONFERENCES

- We organise 100s of meetings each year in cities throughout Europe
- Virtual and in-person roadshows and conferences
- Clients across the market cap and sector spectra
- No charge to attend our meetings (MiFID II compliant)
- Reverse roadshow organisation with flawless execution

CORPORATE ACCESS NETWORK (CAN)

- Seamless technology puts you in direct contact with companies of interest
- Our platform immediately notifies IROs of your interest
- Alerts when a company of interest is in town/attending a conference/hosting a
capital markets day
- Schedule meetings/conference calls directly with IROs at the click of a button
- Track meeting history for compliance purposes

corporateaccessnetwork.com

CORPORATE ACCESS NETWORK (CAN)

- MiFID II compliant
- Use our platform to update your profile/preferences
- Indicate which companies, geographies, sectors are of interest
- 2,900 European and North American companies in our network
- 1,500 institutions in our network (from Fidelity to Family Offices)

corporateaccessnetwork.com

MIFID II

- No charge to receive our invitations or attend our meetings/conferences
- Our services are categorised as being of minor non-monetary benefit
- Phoenix-IR does not conduct any execution business
- Phoenix-IR does not provide any research or conduct any market making, sales
trading or share dealing activities
- Conflict free access to some of the world’s most admired companies

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Investor requests in the network

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Companies in the network

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Institutions in the network

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Individual fund managers in the network


CLIENTS

Selected current and past clients




TESTIMONIALS

Proud to partner with some of the world’s most respected companies, introducing
them to key investors throughout Europe

We prefer companies travelling with independent providers and not working with
brokers for corporate access.


ZURICH-BASED US EQUITY FUND MANAGER

With firms like Phoenix-IR, there are none of the conflicts of interest that
lead investment banks to give corporate access to the best generators of trading
volumes rather than long term investors.


LONDON-BASED GLOBAL EQUITY FUND MANAGER

It is very difficult to give feedback to market participants such as the
sell-side because we don’t know how they will use our information. I’ve no
problem providing my views to Phoenix-IR because they are independent and I
trust them.


ZURICH-BASED GLOBAL EQUITY FUND MANAGER

It was our best European campaign ever. I have kept records since we first began
to visit Europe. Your mixture of in-person and virtual was very effective.


DIRECTOR OF IR, US LARGE CAP UTILITY

Thank you for an exceptional few days of marketing. Very pleased with your
services and capabilities. Great roadshow.


VP OF IR, US MID CAP CONSUMER CYCLICAL

There's a clear differentiation vs. the sell-side; no MiFID II barriers, no
obligatory hedge funds, full management of the event, post event report.


VP OF IR, US LARGE CAP TECHNOLOGY

Thank you for setting up the meetings. We were very happy with both the turnout
and quality of investors. Where do I sign for a retainer agreement?


MANAGER OF IR, MID CAP CANADIAN COMPANY

The post-meeting feedback report is most useful. Thanks again for a great trip.


VP OF IR, US MID CAP INDUSTRIAL

Phoenix-IR knows all the key people in all the key institutions across Europe
and they have excellent logistics. Excellent preparation and follow-up
interviews.


VP OF IR, US LARGE CAP INDUSTRIAL

Independent firms such as Phoenix-IR are an effective means for companies to
gain access to long-term investors rather than high revenue generating clients.


LONDON-BASED GLOBAL EQUITY FUND MANAGER

We prefer companies travelling with independent providers and not working with
brokers for corporate access.


ZURICH-BASED US EQUITY FUND MANAGER

With firms like Phoenix-IR, there are none of the conflicts of interest that
lead investment banks to give corporate access to the best generators of trading
volumes rather than long term investors.


LONDON-BASED GLOBAL EQUITY FUND MANAGER

It is very difficult to give feedback to market participants such as the
sell-side because we don’t know how they will use our information. I’ve no
problem providing my views to Phoenix-IR because they are independent and I
trust them.


ZURICH-BASED GLOBAL EQUITY FUND MANAGER

It was our best European campaign ever. I have kept records since we first began
to visit Europe. Your mixture of in-person and virtual was very effective.


DIRECTOR OF IR, US LARGE CAP UTILITY

Thank you for an exceptional few days of marketing. Very pleased with your
services and capabilities. Great roadshow.


VP OF IR, US MID CAP CONSUMER CYCLICAL

There's a clear differentiation vs. the sell-side; no MiFID II barriers, no
obligatory hedge funds, full management of the event, post event report.


VP OF IR, US LARGE CAP TECHNOLOGY




TEAM

We are a stable, experienced multi-lingual team based in the UK and continental
Europe.

DAMIAN PERRY

Managing Partner


GILL NEWTON

Managing Partner


ANDRÉ FONTEYNE

Partner


MIHAI IONESCU

Partner


RITA GONZALEZ



ROGER LOW



SELINA NATALE



ANASTASIA GEORGADIDIS




PHOENIX INVESTOR RELATIONS



Avenue du Dirigeable 8
1170 Brussels, Belgium

Phone: +322 882 3919
Email: enquiries@phoenix-ir.com




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