Best Investor Relations Consulting Experts

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

Experienced Partner with a demonstrated history of working in the capital markets industry and business consulting. Skilled in Equities, Capital Markets, Corporate Taxation, Business Consulting. Serial Entrepreneur. Interested in Digital Marketing and Value Investing.

Founder & Principal | Real Estate PR, IR & Placement Strategist Manou Estates is a boutique consulting firm offering integrated PR, Investor Relations, and Capital Placement solutions for real estate funds, land developers, GPs, and family offices.

Since 1987, Ilene has delivered investment literacy and retirement education that empowers individuals to understand, navigate, and take control of their financial future. She spent more than 25 years as a financial advisor, building her practice through her signature seminar series, “Women and Their Money.” Ilene is also an award-winning speaker on the MyCPE One platform, where she has been recognized as the top financial and top retirement educator for three consecutive years. As CEO and founder of DSS Consulting, Ilene provides professional guidance to pre-retirees and retirees through coaching and video-on-demand e-learning. Ilene is also a subject-matter expert on the Federal Employees Retirement System (FERS) and speaks to civil-service employees across the federal agency spectrum. In addition to programs at private companies, Ms. Slatko has been a speaker at conferences, including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. She has been the Director of Training for companies in both the financial and real estate fields. Ms. Slatko is a regular columnist for Rethinking65, an online publication for advisors and their over-65 clients. She is currently working on a book entitled “Sustainable Retirement”. Ilene is an alumna of Marietta College, where she studied Drama, Speech, and English.

Tom McMillan has spent more than 20 years advising and supporting executive teams facing capital market challenges. He has established an extensive track record of resolving valuation discounts, investor conflicts, and organizational crises while successfully supporting complex transactions. He has driven success in the capital markets for public companies across a diverse range of industries. Across 25 companies he has packaged more than CA$3 billion in M&A transactions, CA$2.6 billion in financings, and won numerous accolades including IR Impact’s best investor relations and sustainability communications (2022). Tom’s focus is capital market turnarounds, where he helps companies implement the systems and communications required to drive stronger engagement with both the buy-side and sell-side. He helped Parkland Corporation (TSX:PKI) deliver a 197% improvement in its share price over 56 months, and Stantec (TSX:STN) deliver a 155% improvement in its share price over 30 months. He has led and worked with multidisciplinary teams to manage organizational change, crisis communications, and activist investors. Tom holds an MBA from the University of Calgary, and a Bachelor of Science from the University of British Columbia.

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Iris Duan is a dynamic venture partner and operational leader specializing in early-stage investments, decentralized technologies, and sustainable innovation across international markets. As a Venture Partner at a $50M+ AUM VC firm, she successfully chaired weekly investment committees, managed cross-border deals, and fully returned Fund 1 with a 2.4x MOIC. Her investment focus includes renewable energy, cloud computing, medtech, and Machine Learning. Concurrently, as COO and Co-founder of Immutable Labs, Iris drove the creation of an operating model generating $25M in revenue, leading the integration of advanced packaged technology across edge computing, FLLMs, secured oracles, and explainable AI, delivering significant compute and cash reductions. Fluent in English and Mandarin, Iris leverages a global perspective from her experience in Zurich, Beijing, and Milan, blending deep financial acumen (BBA in Finance, Minor in Economics from Emory University) with practical, high-growth startup leadership. Her expertise lies in translating complex client needs into tangible business requirements, orchestrating R&D, and building robust client bases that support hybrid cloud and idle computing solutions. Iris is a two-time TEDx speaker and a passionate advocate for social enterprise, having led non-profit consulting teams focused on strategic PR and market research for diverse international clients.

CEO and Founder of Gulf Business Consulting & Strategies, a Business and Investment Management Firm based in UAE providing professional advice for Leading Companies, Governments and Institutions from all over the World into the Middle East region. In more than 15 years living and working in several countries of the GCC, I have had the honor to advise from Ministers and Diplomats to SME´s owners and Entrepreneurs on how to do business in the Arab World. On the other hand I continued developing my passion and research in neuroscience, psychology, marketing and nonverbal communication becoming and Expert in Consumer Neuroscience. Keynote Speaker on how to do successful business in the Arab World and teaching cross-cultural intelligence. Extremely curious about what's inside the mind and soul of the consumer in the Middle East

I'm Ibrahim Al Sinan, founder of IBRA Properties — a Dubai-based off-plan investment advisory connecting high-net-worth investors from the UK, Europe and the United States with precisely curated developments across Dubai's premium real estate market. I am an authorised sales partner for nine of Dubai's most trusted developers — Arada, Binghatti, Sobha Realty, Emaar, Meraas, Dubai Properties, Nakheel, Ellington and Danube — covering every location, price point and product type across the city's pipeline. My focus is curation and transparency. I do not list everything — I select only the developments that meet a strict standard for developer track record, location premium, payment structure and exit potential, then support investors end-to-end from unit selection through handover and rental management. Areas of expertise: Dubai off-plan investment, freehold property advisory, UK and European investor relations, payment plan structures, DLD-registered developments, yield analysis and ROI projections. Website: ibraproperties.com

Lori Selsberg, JD is the Co-Founder and CEO of DocuGuardian, an Intelligent Legacy Infrastructure company redefining how individuals and families organize, protect, and understand life-critical information. With over two decades of experience spanning law, financial services, and SaaS leadership, Lori brings a rare combination of legal expertise and operational execution to one of the most overlooked challenges facing modern families: the clarity and continuity of essential documents. A licensed attorney and former estate planning firm founder, Lori has deep domain expertise in the legal, financial, and emotional complexities that arise when critical information is disorganized, inaccessible, or misunderstood. Her career has focused on solving high-stakes problems at the intersection of compliance, technology, and human behavior, particularly in moments of crisis, transition, and generational change. Lori is the visionary behind DocuGuardian, a secure digital vault and intelligence platform designed to provide structured governance and plain-English clarity for financial, legal, medical, and personal records. The platform’s proprietary approach, including its read-only AI intelligence layer (LegacyIQ), reflects Lori’s commitment to trust, accuracy, and responsible innovation in an era where misinformation and fragmented data create real-world consequences for families. Prior to founding DocuGuardian, Lori built multiple businesses and has led large-scale transformation initiatives across both high-growth startups and Fortune 100 environments. She is known for her ability to translate complex regulatory and operational requirements into scalable, user-centric solutions that drive both business value and meaningful human impact. Lori is a frequent voice on topics including generational wealth transfer, estate and legacy planning, digital asset organization, and the role of AI in high-trust environments. She offers a uniquely practical perspective grounded in real-world experience, focused not just on technology, but on how people actually navigate life’s most important moments. Her work is driven by a simple but powerful belief: preparation is an act of care, and clarity is one of the greatest gifts you can leave behind.

I'm a seasoned real estate Investor and a licensed real estate agent who has been investing in residential and commercial properties for over a decade. Over the years, Eyal has seen how challenging and stressful it can be for a homeowner to sell his home quickly the traditional way.

As a Training Manager at Marriott International, I oversee the design and implementation of comprehensive training and development curriculum for 550+ adult learners at three Renaissance brand hotels. With my doctorate in Organizational Leadership, DEI Certificate, and Life Coach Certification, I have the knowledge, skills, and passion to create engaging and impactful learning experiences that elevate employee and guest satisfaction. In my role, I have been leading monthly educational sessions, training newsletters, career development support, and executive coaching for hotel leadership and managers. I also track and assess the effectiveness of all training and development programs, and manage collaborative partnerships with internal and external stakeholders. I have a proven track record of applying data metrics, staff development, and organizational skills to accelerate results and foster an inclusive culture. My goal is to empower staff to reach their full potential and contribute to the success of Marriott International.

Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

I am a Certified Divorce Financial Analyst (CDFA), mediator, Certified Divorce Coach (CDC), and Certified Co-Parenting Coach (CCPC) who has built a trusted reputation for guiding women and families through the complexities of divorce and co-parenting transitions with both emotional safety and financial clarity. Drawing on my own lived experience as a divorced mother, I blend empathy with professional expertise to help clients navigate one of life’s most challenging transitions. My practice, Finding Strength with Shell, is rooted in the belief that clarity and confidence are possible even amid upheaval. Areas of Expertise: - Divorce Planner & Guide: Helping clients navigate the divorce process, understand the long-term impact of financial decisions during divorce and make informed decisions. - Mediation: Creating safe, constructive spaces for resolution and collaboration. - Co-Parenting Coaching: Supporting families in building healthier communication and boundaries post-divorce. - Financial Recovery Coaching: specialized support service designed to help women rebuild stability, confidence, and clarity in the wake of divorce. It goes beyond traditional financial planning by addressing both the numbers and the emotions tied to money during a major life transition. Notable Accomplishments - Earned certifications as a Certified Divorce Financial Analyst, a Certified Divorce Coach, and a Certified Co-Parenting Coach, underscoring my commitment to both financial and emotional well-being. - Author of "You Are Not Alone: Your Guide When Divorce is on Your Doorstep." It's a heartfelt companion for anyone contemplating divorce but who hasn’t yet found the courage to express it. - With a master's in accounting and over 20 years of experience in the Financial Services Industry, I've proudly transitioned from leadership roles to expanding my practice. This journey showcases my strategic vision and unwavering personal integrity, fueling my passion for making a positive impact in our community. - Featured in media and professional platforms for my innovative frameworks that blend financial clarity with emotional healing. Shell’s work is distinguished by her ability to translate difficult transitions into opportunities for growth. Journalists covering stories on divorce, co-parenting, rebuilding finances, or women’s empowerment will find my perspective both deeply informed and profoundly human.

At Evagreen Consulting, I help financial services, small businesses and sports…

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

I am the Founder of Dholera Smart City Solutions and a specialist Dholera SIR Real Estate Consultant, helping investors, homebuyers, and businesses secure high-value residential, commercial, and industrial properties in India’s fastest-growing smart city — Dholera SIR. With in-depth knowledge of Dholera’s development plans, government approvals, infrastructure updates, and investment hotspots, I provide transparent, data-driven guidance to ensure safe, profitable, and future-ready real estate decisions. I assist clients with: • Residential plots in TP1, TP2, and the Activation Zone • Commercial land near the Expressway, Metro, Airport, and major transport corridors • Industrial land with government approvals • Legal support, plot verification, and accurate pricing insights Why Dholera SIR? As a key node of the Delhi–Mumbai Industrial Corridor (DMIC), Dholera offers world-class infrastructure, mega projects like the International Airport, Metro, and Expressway, and clearly defined investment zones that attract global interest and deliver strong long-term appreciation. Why work with me? • Strong network within the Dholera real estate ecosystem • Transparent guidance backed by verified data • Proven track record of securing high-return plots for clients If you’re exploring investment opportunities in Dholera — residential, commercial, or industrial — I can help you identify the right property at the right price with maximum growth potential.

Principal Advisor | Clarity for Founders & Execs at Growth Inflection Points | Global Teams • Strategic Leverage • High-Stakes Decisions I work with founders and executive teams when growth, complexity, or straight-up pressure has outpaced clarity. That's the moment when effort alone stops cutting it—the real bottleneck is decision quality, alignment, and execution that doesn't erode what made the company special. As a Principal Advisor, I step in to help leaders: Cut to the decision that actually matters — stripping away the noise so you see the leverage point clearly. Align structure, talent, incentives, and systems around it — including global teams when it amplifies strategy (not when it's just a cost play). Build execution that scales — without torching culture, margins, or momentum. My background: I've built and led global teams across India and the Philippines, designing outsourcing setups that serve long-term strategy instead of becoming operational drag. I've watched "cost savings" quietly kill velocity when leadership lost sight of priorities—lessons I bring to every engagement. Outsourcing isn't the goal. Strategic leverage is. The leaders (and media folks) I connect with aren't after generic advice or another vendor. They want unflinching judgment, ruthless alignment, and disciplined execution under real pressure—delivered with candor and zero fluff. If your story involves scaling pains, high-stakes decisions, global team dynamics, or turning complexity into momentum, I'm your source. Happy to provide quotes, insights, or go deeper on: - Decision-making at inflection points - Aligning incentives and structure for sustainable growth - Making global/outsourced teams a strategic asset (not a liability) - Preserving culture and margins while scaling fast Reach out anytime—let's get your piece stronger.

Bridging Innovation, Policy, and Global Education. As a dynamic leader with a global outlook, I navigate the intersection of high-level policy and international education to drive positive change. Current Focus: - Entrepreneurship: Founder & Director of Leadership & Innovation Lab, a selective startup incubator mentoring the next generation of student leaders. - Strategic Advisory: Trilingual Liaison (Mandarin/FR/EN) for France-Asia relations, leveraging a decade of experience in international strategy. Core Expertise: - Public Policy: 5 years as a Senior Policy Analyst at the Monetary Authority of Singapore (MAS) shaping financial frameworks. - Admissions Strategy: Proven track record of securing results for Harvard, Yale, and Top 30 universities globally. - Multicultural Leadership: Extensive experience leading teams across the Middle East, Asia, and Europe.

Karen Liu is a corporate and investment attorney, heading the Corporate & Fund Formation practice of Reid & Wise LLC, a New York headquartered international law firm. She advises onshore and offshore private funds and their sponsors on fund formation and ongoing operational and compliance matters and counsels corporate clients and investors on inbound and outbound corporate, investing and transactional legal matters. Karen now serves the American Bar Association’s Corporate Sustainability Law Committee as Chair of the Sustainable Reporting Standards Subcommittee and Co-Chair of the Corporate Governance Subcommittee. She is also a member of the Private Funds Subcommittee and the Federal Regulation of Securities Committee under the ABA’s Business Law Section. She has been recognized by Thomson Reuters as a New York Metro Super Lawyer in 2025.