Investor Relations and Financial Communications, Board Relations, Corporate Social Responsibility
StreetSmart Investor Relations
Annie brings nearly 20 years of experience in the financial community to StreetSmart. During her tenure at Montgomery Securities as a corporate finance professional, she completed more than 80 equity, private placement, fixed income and merger and acquisition transactions. Working closely with pre and post-IPO companies to understand their financial needs, develop the most effective messages for the investment community, she gained a deep understanding of the dynamic financial markets and “Street” perceptions. Her desire to apply in-depth research to understanding her clients led to her years in sell-side research at UBS. There, she gleaned a keen sense of the inner-workings of companies and the challenges they face, as well as the buy-side’s requirements for investment, leading to her ability to ask the ‘right’ questions and craft compelling investment stories. These relationships with the street formed the basis for her strong communication and advisory skills. This culminated in the founding of a unique IR firm in StreetSmart several years ago, filling a much-needed niche for informative, knowledgeable investor relations for strong companies and management teams at various stages of development.
John Swenson has more than 25 years of focused investor relations and corporate finance experience, both as a leader of one of the largest investor relations consulting firms in the U.S. and as a senior finance and communications executive for high technology and Fortune 500 companies. He was a Principal and led the West Coast practice of Morgen-Walke Associates, the nation’s second-largest investor relations consulting firm, where he supported numerous initial public offerings and led investor relations programs for a variety of emerging growth and technology companies. More recently, he led investor relations and was Treasurer of Trident Microsystems, a leading developer of semiconductors for consumer electronics, where he led development of the strategic plan and annual operating plan following the acquisition of key product lines of NXP Semiconductor, a transaction that effectively tripled the revenue and global footprint of the company. Prior to joining Trident, he was Vice President, Investor Relations and Corporate Treasurer for Asyst Technologies, a leading manufacturer of automation equipment for semiconductor and flat panel display manufacturing. While at Asyst, he was instrumental in raising more than $250 million of equity and debt financing and managed relationships with Wall Street that supported a significant expansion of Asyst’s analyst coverage, trading volume and market cap. In the early 1990’s, he managed West Coast media relations for MCI Communications and in the 1980’s he managed corporate communications for technology pioneers Cray Research, Inc. and Open Systems. He holds an MBA in finance from the University of St. Thomas (Minneapolis) and a BA, with honors, from Macalester College. He lives in Los Gatos, California and is an avid single-handed sailor.
Barry has 15 years of capital markets / Wall Street experience including investor relations, principal investing and investment banking advisory. From 1998 to 2001 Barry was an investment banker in New York with Schroders and JP Morgan where he executed a broad range of fund raising activities (private equity, IPOs, debt) and corporate transactions (M&A, joint ventures). From 2001 until 2005 Barry was part of BofA’s Principal Investing team in San Francisco where he made investment decisions to support growth plans, acquisitions and turnaround strategies. In 2005 Barry transitioned to the investor relations field and has held senior IRO roles with Providian Financial, UTStarcom and eBay. In addition, his IR agency experience includes a position as Vice President of Ashton Partners’ San Francisco office.
Barry has a B.S. in Business Administration from University of the Pacific and an MBA from the University of Rochester’s Simon School of Business. He currently services on the board of directors for the American Red Cross – Bay Area Chapter.
John brings to StreetSmart more than 20 years of experience in investor relations and finance. From 2004 to 2008 John was Vice President and Director of Burns McClellan, a leading investor relations and communications firm focused on the life sciences industry. Managing the firm’s West coast practice, John was responsible for all aspects of providing strategic advisory services, including investor relations, corporate communications, and venture advisory to the firm's public and private company clients. From 1997 to 2004, John oversaw investor relations for AMB Property Corp., Sybase, Inc., Pets.com and The PMI Group, Inc. where he built and managed the corporate investor relations departments and served on M&A evaluation and integration teams. Before serving in senior corporate investor relations roles, from 1990 to 1997 John was a vice president with Government Investment Management Corporation, a Washington, DC-based hedge fund manager. John was responsible for the firm's equity research and evaluating private equity investments throughout Asia. John earned a Bachelor of Arts degree in Political Science and International Relations from UCLA, and dual MBAs from the Haas School of Business and Columbia Business School. John served as Chairman of the San Francisco Stables Foundation, and is a Principal with Aeolus Partners Limited.
Vanessa has over 10 years of experience in investor relations and equity research. Her career on the sellside began working for an II-ranked analyst covering lodging and restaurants at BofA Securities. She then spent six years at WR Hambrecht, taking on a larger role in research covering specialty retail companies, including initiating on several companies as they went public. Capitalizing on that knowledge and experience from the sellside, she joined an investor relations agency in San Francisco, the BlueShirt Group, where she covered technology and biotech including software, digital media, optical components and medical device companies. Most recently, in 2007, she joined StreetSmart Investor Relations, where she has had the opportunity to play a more integral role with each of her clients. In this position, she serves as a Vice President in charge of day-to-day activities, maintaining relationships with the buy and sellside, assisting in the development of investment cases, performing various analyses and helping to coordinate marketing events. Over the years she has had the opportunity to work on a broad range of companies in different industries and stages of development, which has allowed her to help clients to target crucial messages and events to position them most effectively to the investment community.
Barbara has over 25 years of professional experience in corporate investor relations, finance and administration, and technical publications for high-technology companies. Some of the companies she has worked for include SRI International, KLA-Tencor and JDSU. She has worked internally developing effective investor relations programs, executing day-to-day requirements and responsibilities of investor relations organizations. She holds Bachelor's Degree in French/English Comparative Literature, and has completed post-graduate studies in Financial Accounting and Economics.