News & Insights

September 2021 — Arbor Advisory Group is excited to participate in another high quality, stimulating forum from our friends at the National Investor Relations Institute (NIRI).  Arbor Founder and CEO Sam Levenson will participate in a discussion titled, “The Board’s Role in Corporate Purpose,” described as follows: Corporate boards of directors are often defined as a group of….

August 2021 — Arbor Advisory Group Partner and Senior Advisor Idalia Rodriguez was honored to speak with the hosts of Cramer’s “Pivot Points,” an events and content marketing podcast, about how corporate investor days have fundamentally changed due to the recent virtual shift.  “The virtual world woke up this very sleepy event that’s been done the same way….

June 2021 — The team at Arbor Advisory Group had the privilege of advising Zeta  Global (NYSE: ZETA) on the company’s initial public offering, which took place on June 10, 2021. Zeta Global is a cloud-based marketing technology company that empowers enterprises to acquire, grow, and retain customers.  To prepare Zeta Global for this IPO, we leveraged our….

May 2021 — At Arbor Advisory Group, we believe that investor relations professionals should adhere to a set of ethical standards including transparency and honesty with the shareholder community.  Arbor Advisory Group Partner and Senior Advisor Idalia Rodriguez has been named a member of the National Investor Relations Institute (NIRI) Ethics Council. The members of the Ethics Council,….

March 2021 — Evan Schnidman, Arbor Advisory Group Technology Advisor, recently co-authored a paper, titled Distribution is Not Enough, on the rise in importance of proprietary data and analytics technologies for the modern investing market. One of the most important points of the paper is that the disproportionately higher number of potential data buyers compared to data sellers,….

December 2020 — Congratulations to our friends at the National Investor Relations Institute (NIRI) on this year’s Annual Conference. The Arbor team was pleased to participate, with CEO Sam Levenson joining a panel consisting of NIRI’s Think Tank on AI in IR leaders including Darrell Heaps, Shelly Hubbard, and Gary LaBranche. The panel discussed the takeaways from the….