Who are we? Led by Ana María Ybarra , Marimar Torreblanca , and Damian Fraser , we combine experience in the Investor Relations area of public companies (Ana María Ybarra) with equity analysis and sales, and investment banking (Marimar Torreblanca and Damian Fraser). At Miranda-IR we work hand-in-hand with each client to create a successful investor relations strategy that generates value for the company. We focus on maximizing the quality of messages and communication materials, helping our clients to efficiently convey their investment thesis, results, and strategy, in order to improve the market's perception of the company. WWW.MIRANDA-IR.COM 2
Why Miranda IR? Custom Face to face solutions support Global Multicultural vision and team experience Business Personalized intelligence attention Experience Effective in financial communication markets WWW.MIRANDA-IR.COM 3
Our services Development of Quarterly Reporting IR Website Other IR Materials Investment Thesis Support Targeting and Market Management Team Investor Events Feedback Consulting WWW.MIRANDA-IR.COM 4
Development of Investment Thesis Answer the question: Analysis of Company’s strenghts Corporate presentation why should I invest in the and advantages development support company? WWW.MIRANDA-IR.COM 5
Quarterly Reporting Support Kick-off meeting with the top-management to understand the results. Support in the design, writing, translation, and editing of the quarterly report. Support in writing and editing of the script and presentation for the earnings call. Organization of the earnings call. List and preparation of potential questions for the call. Post-quarter perception study. WWW.MIRANDA-IR.COM 6
Other IR materials Press releases Annual Company report fact sheet Support with Annual roadshow 03 statement materials 02 04 01 05 WWW.MIRANDA-IR.COM 7
Targeting and Market feedback Perception Studies Quarterly, semi-annual or annual perception studies. Weekly reports Weekly reports on share performance, including a comparative analysis based on a group of peers. Monthly tracking Monthly tracking of the evolution of the share price and liquidity. Targeting Identification and targeting of potential investors. WWW.MIRANDA-IR.COM 8
Other services Management Team IR Website Investor Events Consulting • Website diagnostics • Miranda-IR continually • Event theme advises on the possible • Structure consulting • Support in the reaction of the market to development of the • Audit and fortnightly decisions that the presentation check company may take. • Event logistics WWW.MIRANDA-IR.COM 9
Our Clients WWW.MIRANDA-IR.COM 10
Success stories Stock liquidity index On average, our clients have gone up 2 places on the stock liquidity index. Two of our clients went up 10 places after working with us for less than two years. Perception studies We have carried out over 50 perception studies, enabling the identification of opportunities to improve communication. Here are some of our clients’ success stories Improved image We have improved the design of our clients’ investor relations materials. Communication of strategy We have improved the communication of company strategy and results through IR materials. WWW.MIRANDA-IR.COM 11
IR Websites WWW.MIRANDA-IR.COM 12
Miranda IR Team Ana María Ybarra ⎮ Partner Ana María Ybarra founded Miranda IR in 2018 after working for ten years in Investor Relations; from 2010 to 2016 she was in charge of the IR department at Genomma Lab International, in collaboration with the Financial Planning and Mergers & Acquisitions areas. Subsequently, she led the Investor Relations department at Grupo Sports World, where she was also head of Strategic Planning and oversaw the creation of new lines of business. Before joining Genomma Lab’s team, she worked as a financial analyst at Protego Asesores (now Evercore Partners) and Umbral Capital. Ana María is an economist who graduated from the Universidad Iberoamericana and holds a Master’s in Business Administration from the Instituto Panamericano de Alta Dirección de Empresas. She also earned an Investor Relations diploma from the Universidad Panamericana and has been ranked on various occasions for Investor Relations by Institutional Investor Magazine in Latin America. Damian Fraser ⎮ Partner Damian founded Miranda Partners in 2018; he was Mexico Country Manager of UBS from 2001 to 2018, where he oversaw the 180-person local Investment Banking, Wealth Management and Equity businesses. Previously he ran UBS’s Latin American Equity division, worked as Head of UBS LatAm Equity Research, and was “Number One” ranked LatAm “Institutional Investor” equity analyst for Strategy for multiple years. Prior to banking, Damian was a journalist at The Economist (economics correspondent), and at the Financial Times (Mexico bureau chief). He holds a CFA, an MPA from Harvard University, and BA from Oxford University in Politics, Philosophy and Economics (PPE). WWW.MIRANDA-IR.COM 13
Miranda IR Team Marimar Torreblanca ⎮ Partner Marimar Torreblanca joined Miranda-IR in January 2020, when she co-founded Miranda ESG. Before this, she spent 15 years in Equity Research at UBS, and for the last 10 years specialized in real estate equity research. In 2019 she was ranked as the top equity research analyst in Mexico in the Real Estate category by Institutional Investor. She is also known for publishing in-depth reports on corporate governance issues in the FIBRAs sector. Marimar graduated with honors from the Economics program at ITAM and later completed a Masters in Applied Mathematics with a concentration in Operations Research from Columbia University in New York. She holds the Chartered Financial Analyst certificate from the CFA institute. WWW.MIRANDA-IR.COM 14
Miranda IR Team Paulina Perez Paulina holds a Bachelor’s degree in Finance from the Instituto Tecnológico de Estudios Superiores de Monterrey (ITESM), Santa Fe Campus. She was president of the Mexican Institute of Finance Executives (IMEF) at her university. Prior to Miranda Investor Relations, Paulina worked at Deloitte Mexico as an analyst for the Best Managed Companies program; recruiting Mexican companies to participate in the program and to evaluate and advise on their business practices. Paulina received the Integration Challenge award from the firm Integration Consulting. Emma Sanderson Emma joins Miranda Investor Relations with three years’ experience in Data Governance and Reporting at Vanguard Europe, where she focused on regulatory reporting for MiFID II and PRIIPs as well as UCITS fund launches and ETF listings on global exchanges, including the BMV and the BIVA. Prior to this Emma served mega-cap investors as part of the private equity team at Third Bridge, London. She also has three years’ experience working with Spanish speaking clients at Connections UK and spent two months volunteering with the Mexican Olympic Committee and the Spanish Paralympic Committee at London 2012. Emma holds a BA (Hons) degree from the University of Bristol in Hispanic Studies and is part way through her completion of the Investment Management Certificate. WWW.MIRANDA-IR.COM 15
Miranda IR Team Daniel Duran Daniel Durán de Huerta holds a Bachelor’s degree in Business Management from the University of Sheffield, UK. Daniel founded Prestige Group Media, a business focusing on connecting small and medium enterprises to clients all around the world, focusing primarily on social media campaigns to drive sales for different companies. Daniel has also worked in the logistics business, optimizing supply chains and developing new products for different businesses in Mexico. Daniel lived in the UK for over four years and recently returned to Mexico. Andres Kuri Breña Andrés Kuri Breña holds a Bachelor’s degree in Business Administration from the Universidad Iberoamericana. Prior to Miranda IR, Andrés worked at Santander for three years in the Corporate and Investment Banking division, where he participated in multiple capital market transactions, took responsibility for CKDs (listed equity funds), and was later promoted to associate, taking charge of the coordination and composition of the area’s team. Previously, Andrés was an analyst in the Investment Banking division at Banorte Ixe. WWW.MIRANDA-IR.COM 16
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