Investor communications highlights

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Content. Driven. Peter Gallagher

Transcript of Investor communications highlights

Content. Driven.Peter Gallagher

Corporate MessagingMorgan Stanley, 2011 - 2012

Corporate MessagingMORGAN STANLEY, NEW YORKExecutive Director & Corporate Communications Financial Writer, 2011 - 2012

• Financial Writer of executive communications including speeches, talking points, internal memos, earnings releases, annual letter to shareholders and proxy materials

• Also participated in earnings due diligence, draft Volcker Rule response, corporate Twitter launch, Firm values refresh

• Series 24 Registered Principal compliance officer for communications with the public by Corporate Communications, Philanthropy and Global Sustainable Finance

Writer Best PracticesClarity, written simply in plain English, at times highly personalized for executives

Proficient: Ability to grasp complex financial issues and translate into a narrative

Seasoned: Articulate in working one on one with members of senior management

Collaborative: Collegial in working with IR on time sensitive or longer lead items

Consistent: Corporate voice and messaging in terms of content, style and format

Manage: Move projects forward in a complex environment

Address potential issues or concerns of multiple stakeholders

Earnings ReleasesMorgan Stanley Reports Third Quarter 2011

• http://www.morganstanley.com/about/ir/shareholder/3q2011.pdf

Corporate ActionsMorgan Stanley Reaches Comprehensive Settlement with MBIA

• http://www.morganstanley.com/about/press/articles/de933308-080f-47af-b939-4e9cba3832b9.html

Annual Shareholder Letter2012 Annual Letter To Shareholders

• http://www.morganstanley.com/2012ams/Letter-Shareholders.pdf

Proxy CD&A 2012 Proxy Statement Compensation Discussion and Analysis

• http://www.morganstanley.com/2012ams/303252_018.htm#tx303252_28

Additional Soliciting Materials Morgan Stanley Compensation and Governance Practices

• http://www.morganstanley.com/2012ams/ms-cgp.pdf?v=3

@MorganStanleyOfficial Twitter account of Morgan Stanley

• http://twitter.com/morganstanley

Series 24 Registered PrincipalCompliance for public communications by Philanthropy and Sustainable Finance

• http://www.fastcoexist.com/1679573/how-to-launch-a-skills-based-volunteering-program-and-make-it-last

Positive Feedback2012 Annual Letter To Shareholders

“Looks good” - James Gorman, CEO

“Overall I think it reads very well.” - COO

“I like it. A couple of comments:” - CFO

“Fine by me” - Co-President, Institutional Securities Group

MBIA Settlement Press Release

"Overall this looks very good to me and we have certainly struck the right tone.”- Global Head of Corporate Communications

Firm Values

"Thanks for all your help. Couldn’t have gotten these speaking points on time without you!!!!" - VP, Marketing

Contact Information

Peter Gallagher

(914) 833-1427

(914) 391-0498 Cell

[email protected]

AOL IM: TopGunGallagher