Social media plays a very powerful role in how you build audience and share your story. OTC Markets and PCG Advisory Group host an insightful, how-to webinar on the impact social media can have on emerging, public companies.

1. Social Media Strategies for
Reaching Investors
January 31, 2017
A Webinar by
Jeff Ramson
Founder & CEO, PCG Advisory Group

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About PCG Advisory
Jeff Ramson – Founder and CEO
• Entrepreneur and business innovator with 25+ years of Wall Street experience
• Strategic guidance for emerging public and private companies in various
stages of development
• Pioneered the intelligent use of social media to advance investor relations’
goals
• PCG Advisory Group was founded in 2008
• Provider of full-service Advisory, Investor Relations and Corporate
Communications for small and micro-cap companies in all sectors
• Pioneer in digital communications and social media marketing
• PRISM Digital Media
• Provides disciplined application of social media strategies

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Agenda
• Why Social Media is Important in Today’s World vs the past
• Importance of Social Media for Public Companies
• Social Media Strategies
• Regulation and Compliance
• Social Media Platforms – Purposes & Distinctions
• Maximizing your Reach using your OTCIQ Portal
• PCG Advisory and PRISM Digital Media Overview

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Why is this Moment Important?
Because so many things are changing in the world we live in.
How to Make Disruptive Changes Transformational
• What Amazon has done to retail distribution…
• What Uber has done to personal transportation…
• What Netflix has done to video entertainment…
These kinds of CHANGES are finally coming to the world of investing.
How can you UNDERSTAND them and ENLIST them
to TRANSFORM your operation on whichever side
of the investing equation you live?

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The Most Meaningful Measure: Growth
Success in the virtual world
translates into success in the
physical world when goals
are clear, strategy is articulated,
audience is built, message is
consistent, creative and dynamic,
and the latest, most sophisticated
social media tools are applied
with the discipline of experience.
It’s not enough to just be there.
You have to do it the right way.

6. Changes in Investor Marketing and Communication have
Triggered Disruption…
Convergence of 3 Key Factors in 2008/2009
• Market Changes and Events
• Market Crash of 2008
• Decrease in liquidity
• Reduction in research coverage of smaller companies
• Regulatory Environment
• Extremely challenging to market through stockbrokers
• Compliance and cost issues
• Emergence of Social Media as a business tool
• Ability to directly access investors, consumers and all stakeholders
• Followers get ‘push’ notifications that can be shared
• SEC sanctioned social media as viable source of dissemination of corporate
information in 2013
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What is the Impact of Social Media?
People Spend Twice as Much Time Online as They Did 12 Years Ago
● Social Media increases your brand awareness with the accurate information investors
are looking for:
– Fast, free information / Updates
– Personal messages / Content
– Buy/Sell
– Distributes content and drives traffic to your company
– Dynamic audience of potential investors
● Social Media Marketing – Done correctly, increases your brand awareness through
popular outlets, distributes content and drives traffic to your company.
● Digital Media Promotion - Digital advertising, email marketing, paid promotion via
social platforms.
● Search Engine Optimization (SEO) - Process of optimizing your website to rank
higher in search engine results pages. SEO increases amount of organic traffic to
your websites.

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Importance of Social Media for Public Companies
An Essential Part of Your Communications Strategy in 2017 and Beyond,
especially with RECENT Regulatory Changes
● Social and digital media presence are now digital assets critical to growing companies
● Visibility is Viability
– Since 2008, transparency has become highly valued by investors and shareholders
– Imperative to stay relevant
● Now a core addition to traditional IR and PR
– Allows a company to coordinate communication efforts efficiently in real-time
● Credibility is key
– Transparency of social media enhances authenticity and credibility

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Importance of Social Media for Public Companies
Effective Social Media → Increased Liquidity → Lower Cost of Capital
● Social Media empowers companies to find and engage with potential investors
● The community of self-directed investors is growing rapidly
– More than 50 Million Self-Directed U.S. Investors:
• 25% are retail online investors
• 6% are professionals
• 30% of high-net-worth investors define themselves as self-directed investors
(Cerulli Associates, 2014)
• The self-directed investor segment is growing 4.9% annually, faster than the
non-self-directed segment at 1.4% annual growth (Celent, February 2015)
● PRISM builds social media databases of active self-described investors based on
keywords, hashtags and cashtags

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Importance of Social Media for Public Companies
Staying Ahead in the Digital Universe
● Social Media enables widespread, rapid
distribution of content including:
– Original content
– News announcements
– Third-party articles
● Stay ahead of negative news
– The power to monitor chatter gives
you the ability to manage negative
news quickly and efficiently

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Social Media Strategy
Social Media the Right Way with Limited Resources
● PRISM provides a complete digital solution for growing companies with limited
budgets
● Every company has content
– Leveraging content cost-efficiently is key
● PRISM can build and grow company profiles for all primary social media platforms:
– Facebook
– Twitter
– LinkedIn
– Google+
– Instagram
● As well as investor platforms, such as:
– Stocktwits
– Seeking Alpha

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Social Media Strategy
Importance of Building an Audience: Stakeholders and Stockholders
● Creating and engaging stakeholder communities prepares the investor moment
● Most companies have a vast stakeholder base that is largely untapped
● Social media bridges the gap between companies and stakeholders
● PRISM’s audience development platform allows clients to engage with active social
media profiles that are predetermined to have interest in your industry
– Build a database consisting of stakeholders based on:
• Keywords
• Hashtags
• Relevant cashtags
• Relevant company names
– Attract a following of relevant stakeholders through a variety of social media
strategies

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Social Media Strategy
Importance of Content and Engagement
● Engaging with the right audience
– Staying visible in the eyes of your stakeholders through:
• Consistency
– Social media profiles that haven’t posted in months or years give off a
very dysfunctional impression
– Curate relevant third-party content to bridge the gap between news
announcements and press releases
– Publish at peak social hours during the day to maximize engagement
• Creativity
– PRISM can provide original content and thought leadership opportunities
– By arranging your posts in a visually appealing way you have an edge
over most other profiles
– Appropriate trending hashtags, number of hashtags, professional feel
etc. allows you to reach the largest, targeted audience

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Social Media Strategy
Thought Leadership Opportunities Win Trust
● Regularly publish original content
● Investor oriented webinar
– Discussion with other thought leaders
– Marketing outreach to significant stakeholders
● Narrated PowerPoint video presentations
– PRISM can arrange for videos of corporate
presentations to be shared across social
media and company website
● Video interview
● Online Q & A sessions
● Long-form LinkedIn posts
● Creating and maintaining a blog

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Social Media Strategy
Notable Investor-Oriented Digital Media Statistics
● Earnings Conference Calls:
– 71.7% of investors watch/listen to companies’ investor presentations online
– 40.3% of investors watch/listen to companies’ earnings webcasts when researching new
investment opportunities
– 47.9% of investors read transcripts of companies’ earnings calls
– 69.6% of investors believe live video webcasts of a company’s CEO would inspire more
trust
● Twitter:
– 18% of investors use Twitter/StockTwits for stock research
– 72% of companies use Twitter for investor-related material
– 63% of institutional investors say that social media will become increasingly more important
to them
● IR Website:
– 45.6% of investors visited IR websites of potential investment opportunities
Source: IMS Investor Relations Trends Study - http://www.institutionalms.com/ir-view/2014/12/18/investor-relations-trend-study

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Regulation & Compliance
Do’s and Dont’s of Social Media
• Based on broad experience with companies in regulation-heavy industries
Do’s:
● Position Senior Management as Industry Thought Leaders
● Deliver corporate message appropriately
● Actively update social media profiles
● Inform stakeholders of:
– Company announcements
– Industry news
● Have disclaimers in place
● Professionally engage with influencers
Dont’s:
● Promote stock
● Provide false impressions
● Provoke competitors
● Self promote

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Primary Platforms
Facebook
● Biggest social network on the Internet
● Nearly 1.8 billion active users
● Leverage company on Facebook by
– Building an audience and following for your brand
– Interact with fans by being active, answer questions, and start discussions
– Posting 1-2 times a day maintains optimum engagement
Social Media Platforms – Purposes & Distinctions

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Primary Platforms
Twitter
● News and messaging platform used to “micro-blog”
● All posts consist of 140 characters or less
● 313,000,000 monthly visitors
● Easily interact with influencers
● Follow influencer handles
● Mention influencer usernames in Tweets
● Re-tweet and share third party content - 3 tweets / day for optimal engagement
● Hashtags increase exposure
● Blue and white check marks means a Twitter account has been verified
● “67% of Twitter users are also more likely to buy from brands they follow on Twitter”
http://www.futurpreneur.ca/en/2016/a-breakdown-of-social-media-platforms-and-their-uses/
Social Media Platforms – Purposes & DistinctionsSocial Media Platforms – Purposes & Distinctions

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Primary Platforms
LinkedIn
● Largest professional network
● Helps individuals build professional identities and professional networks
● Helps companies build professional networks, inform professionals of business
updates
– Showcase your business
– Show what it is like to work at a company
● Post new job opportunities
● 106,000,000 monthly visitors
● Long-Form posts (original content published on LinkedIn) - LinkedIn Influencer
Social Media Platforms – Purposes & Distinctions

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Social Media Platforms – Purposes & Distinctions
Secondary Platforms
Google+
● Owned by Google
● 111,000,000 monthly visitors
● Platform helps boost companies SEO
● Similar to Facebook pages in the way content is shared
● Continuous posting on Google+ helps you become more credible
● Each post published on GooglePlus is its own page with its own URL and can
appear in Google search
Instagram
● Online mobile photo and video sharing social platform
● Over 300 million users sharing over 60 million photos each day
● Businesses can use photos, videos and ads to inspire people, build awareness and
drive action

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Social Media Platforms – Purposes & Distinctions
Investor Platforms
Seeking Alpha
● Crowd-sourced content service for financial markets
● Articles and research covering stocks, asset classes, ETFs and investment strategies
StockTwits
● Financial communications platform
● Leading social network for investors and traders
● Social platform for sharing ideas between investors, traders and entrepreneurs
● Mostly used by companies to share press releases, major news announcements
● Investors use StockTwits to share thoughts about stocks and new market trends
● Any public company can join StockTwits by creating a company account
● Essential to add cashtags to posts, in addition to company names, in order to be
added to a ticker’s stream

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Measuring Success
Monitoring Growth in your Digital Presence
● Qualitative and Quantitative
– Qualitative - influencers with high
“klout scores”, key opinion leaders
– Quantitative - number of followers
– Both quantitative and qualitative
measurements lead to credibility
● Measurable metrics:
– Followers
– Engagement - likes, retweets, link clicks
– Reach - Potential impressions of your
content
• Potential reach - your followers
plus who your followers are
following

23. Utilizing Your OTCIQ Portal
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• Otcmarkets.com receives over a
million visitors
• Your quote page is an important
source of information for current and
prospective investors
• Latest information is pulled from your
profile on otciq.com
• Make sure your information on the
company profile is up to date,
especially your website and social
channels
• Learn how to optimize your OTCIQ
Portal
Make Sure your Contact Info is
Complete and Correct

24. Maximizing Your Reach
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https://twitter.com/OTCMarkets
http://www.facebook.com/OTCMarkets
• Make sure to tag @OTCMarkets when you share
information
• OTC Markets continually monitors for the latest
news, positive earnings and meaningful corporate
actions announcements to share across our social
channels
• Also include your stock symbol and on twitter include
your cashtag:
- OTCQX: OTCM / OTCQX: $OTCM
- OTCQB: AAAA / OTCQB: $AAAA
How to Use Your Stock Symbol Guide
Follow and Tag @OTCMarkets

25. PCG Advisory Group
An Integrated Corporate Communications Advisory Firm
• Founded in 2008
• Provider of full-service Advisory, Investor Relations and Corporate Communications
for small and micro-cap companies in all sectors
• Pioneer in digital communications and social media marketing
• Strong relationships with both institutional and retail investors
• Highly experienced team of investor relations/social media professionals
• Since its inception, PCG Advisory Group has managed the disciplined application of
social media strategies for clients through its PRISM Digital Media offering
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PRISM Digital Media
Provides Full Service Digital Solutions to Emerging Public Companies
PRISM delivers the following core elements:
• Social Media Planning – PRISM assesses digital presence through a proven Social
Media Audit/Diagnostic to build a strategy specific to your needs.
• Content Curation – PRISM creates and maintains highly relevant, timely and
engaging niche content that will attract and maintain engagement.
• Content Distribution – PRISM delivers awareness through our proprietary social
network, focused on online news outlets and blog sites.
• Influencer Outreach – PRISM actively reaches out to bloggers, targets customers,
investors and other industry stakeholders. This leads to increased name recognition,
brand awareness, and positive association.
• Audience Development – PRISM researches, targets and engages socially active
influencers who have predetermined interest in your space to grow your following.

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Contact
Jeff Ramson, Founder & CEO
Office: 646-863-6893
Cell: 917-912-9130
Email: jramson@pcgadvisory.com
PCG Advisory Group
535 Fifth Avenue, 24th Floor
New York, NY 10017