Recent Client Engagements

2017-2018

  • Media relations and digital strategies for a legislative proposal for a $30 billion long-term funding source for Northeast Corridor transportation infrastructure. 
  • Message development, media relations and social media campaigns for a data science innovator and provider of “bank-sourced” credit ratings that challenge the dominance of the Big Three credit rating agencies and bring new transparency to the unrated borrower market.
  • Message development, competitor benchmarking and media analytics for a financial services giant addressing the impact of disruptive innovations (e.g., Artificial Intelligence and Machine Learning, Blockchain and Cryptocurrency, Cloud Computing).
  • Content creation and communications strategy for the launch of a professional development seminar for general dentists looking to expand their practice into implantology. 
  • Helped a capital markets advisory firm develop a public relations practice, and served as a subadvisor on a sustainability campaign focused on maritime fuel emission standards.

2015-2016

  • Media relations for a network of 20 micro-finance institutions and banks around the world.
  • Managed integrated communications for a portfolio of asset management and FinTech clients of a specialized PR firm, generating annualized revenues of $1.6 to $2.4 million. Assignments included:
    • Corporate positioning strategy for a $400+ billion asset manager entering the US market. Provided integrated communications support across key strategies including equity, fixed income, emerging markets, multi-asset, ESG, insurance-linked securities.   
    • Thought leadership program and transaction communications for a distribution platform with annual asset sales of more than $15 billion.
    • Transaction communications and positioning strategy for an ETF strategist with $2 billion in AUM.
    • Media relations, event marketing and transaction communications for a provider of strategic beta portfolios in emerging markets with about $1 billion in AUM.
    • Media relations and event marketing for the pioneer of defined outcome investing, an investment discipline which shapes the potential outcomes of an existing index or security to fit pre-set protection and return levels.
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