SOURCE: Wall Street 1-2-1, LLC

Wall Street 1-2-1, LLC

July 18, 2011 14:50 ET

Creators of Wall Street 1-2-1 Prepare to Transform the Financial Road Show Experience Forever

125 Pre-Screened Public and Pre-IPO Companies to Meet "One to One" With Up to 100 Investment Firms in Two Days at Premiere Event in Orlando, Florida; Applications Now Being Accepted From Presenting Company Candidates

LAKE MARY, FL--(Marketwire - Jul 18, 2011) - Wall Street 1-2-1, LLC, ( today announced that it has pioneered a novel alternative to financial road showing that is expected to transform the road show experience for both public and pre-IPO company executives and the Wall Street professionals that they regularly endeavor to meet.

Dodi Handy, co-Founder and Managing Principal of Wall Street 1-2-1, stated, "The financial road show has long been a mission-critical imperative for managing a public (or pre-public) company, requiring senior executives to crisscross the nation -- or even the globe -- in hopes of winning face time with investors and investment firms capable of providing meaningful retail and institutional support and/or investment banking sponsorship. Although essential, conventional road showing is extraordinarily expensive and exhausting, consuming entirely too much valuable time and money that could be otherwise spent on building one's company. As road weary veterans of Corporate America and the investor relations industry, we felt the time had come to find a better, more efficient and cost-effective way to directly access the investment community -- and Wall Street 1-2-1 is it."

On September 13-16, 2011, Wall Street 1-2-1 will bring together -- in one place and at one time -- 100 of the nation's leading professional investment firms and accredited investors, by invitation only, with the corporate executives of 125, pre-screened, high growth public and pre-IPO companies. Representing an opportunity to realize up to 75% in cost-savings and up to 90% in time savings when compared to a traditional road show to reach the same number of investors, the premiere Wall Street 1-2-1 event will be hosted at the five-star Ritz-Carlton Hotel Grande Lakes in Orlando, Florida.

In addition to luxurious accommodations, world class dining, ample opportunities for social interaction, and a power-packed line-up of speakers and panelists, Wall Street 1-2-1 will feature four highly charged and fast-paced "One to One" meeting sessions, where presenting companies will meet face-to-face with up to 25 investors and investment firms per session.

During these energized "One to One" sessions, corporate presentations will be strictly timed and limited to five minutes and to the use of only five PowerPoint slides in flipchart form. Since time is restricted, the primary challenge to this presentation approach is giving the investors the right information that will both inspire their interest and compel them to request follow-up meetings. To help ensure that selected presenters fully optimize the time spent with each investor, Wall Street 1-2-1 has assembled a prized team of financial communications experts to provide one to one coaching and professional direction to each confirmed presenter in advance of the event.

The 1-2-1 Coaching team is led by veteran senior business executive Leslie Bernhard and Handy, and joined by other industry respected professionals broadly recognized for their noted expertise in the areas of investor relations, marketing, business communications and public speaking. They include:

Effective today, applications are now being accepted online at from presenting company candidates, which must meet the following minimum criteria for consideration:


  • Publicly traded on NYSE, NYSE Amex Equities, NASDAQ, OTCBB or OTCQB
  • Market capitalization under $500 million
  • Revenue growth on year-over-year basis
  • Positive EBITDA or a visible, well defined path to positive cash flow
  • Competitive differentiation of offered technologies, products or services
  • Experienced leadership with meaningful ownership stake in the company
  • Seeking to increase institutional sponsorship and/or obtaining investment banking sponsorship


  • Disruptive, but proven technologies, products or services
  • Quantifiable revenue growth on year-over-year basis
  • Potential to create new markets and/or gain significant market share within a visible timeframe
  • Experienced leadership with meaningful ownership stake in the company
  • Definitive plan to become publicly listed within the next 12 months

"In view of the fact that Wall Street 1-2-1 has confirmed an invited investor audience that includes first rate institutional investors, money managers, equity analysts, investment bankers, retail and institutional sales executives and accredited investors, we intend to ensure that the companies featured are indeed worthy of their time and investment consideration. To that end, we are adhering to a highly disciplined screening and qualification process for the coveted 125 presenter slots we have made available," noted Ungaro.

Continuing, Ungaro stated, "The experience that Wall Street 1-2-1 plans to deliver is one that is unprecedented in size, scope and purpose. With over 500 attendees expected to join us at the Ritz in September, we're convinced that our premiere event will prove to be very successful and undoubtedly memorable."

Corporate sponsorships for Wall Street 1-2-1 are available. For information on sponsoring, please contact Wall Street 1-2-1 co-Founder and Managing Principal Kathy Addison at 855-828-9255 or via email at

About Wall Street 1-2-1, LLC
Wall Street 1-2-1 is committed to earning industry recognition as the nation's premier host of innovative, highly experiential financial industry events that effectively address precious time constraints and value imperatives of corporate executives and investment professionals. This vision is supported and guided by three fundamental principles: organizational excellence, value-focused initiative and unimpeachable core values. For more information, please visit You can also follow us on Facebook and Twitter.

Contact Information

  • For more information, please contact:
    Kathy Addison
    Wall Street 1-2-1, LLC
    Phone: 855-828-9255
    Email: Email Contact