Following Successful Monaco Engagement Representing a Leading Oil and Gas Company

New York, USA

Liana Zavo, founder of ZavoVentures and ZavoMedia PR Group, has completed a successful investor roadshow in Monaco, where she represented an oil and gas company before an audience of international investors at the Hotel de Paris Monte Carlo. The engagement is her latest in a track record that now spans 12 countries, including Israel, with her next roadshow scheduled for Dubai in the fourth quarter. In New York City, Zavo hosts roadshows on a regular basis for micro-cap and small-cap companies.

Marie Antoinette Furtado, a natural resources expert, UN ambassador and fashion designer, said Zavo’s ability to bring people together stood out. “Meeting Liana Zavo in Monaco was extraordinary,” Furtado said. “She has the rare ‘it factor,’ the ability to connect investors, leaders and opportunities across the globe.” The Monaco roadshow was structured as a non-deal roadshow, meaning the company was not raising capital or soliciting investment during the engagement itself. Instead, the three days were built to introduce leadership directly to investors, strengthen relationships and build long-term credibility ahead of any future capital raise. Non-deal roadshows are a standard tool used by public companies to keep investors informed and engaged between formal offerings, and Zavo’s model applies the same curated, relationship-first approach that defines her broader roadshow strategy.

The Monaco and upcoming Dubai engagements are part of an investor roadshow model Zavo calls “Shark Tank on steroids,” which she has run for the past four years. The three-day format brings roughly 30 investors a day, including family offices, venture capital firms and strategic partners, into curated meetings and dinners with participating companies, creating close to 90 investor touchpoints in a single engagement.

A Model Built on Visibility Before the Ask

Zavo’s approach draws on her background in public relations. Through ZavoMedia PR Group, she has spent years positioning founders, executives, family offices and venture capital firms, work that revealed a consistent gap: companies with strong fundamentals and real capital plans, but little visibility outside their own networks.

“Companies spend enormous amounts of time preparing financial models and investor decks, but capital is still relationship-driven,” Zavo said. “If investors don’t know who you are, don’t understand your story or haven’t developed confidence in your leadership, the deck alone isn’t going to create that relationship.”

That belief shapes her framework: Visibility. Credibility. Capital. Visibility gets a company discovered. Credibility gives investors a reason to keep paying attention. Relationships create the opening for capital to follow.

Three Days, Ninety Conversations, One Story Under Pressure

Rather than filling a ballroom with hundreds of attendees, Zavo’s roadshow model favors curated access and repeated, meaningful conversation. Each of the three days is anchored by a tailored, curated investor dinner, giving executives a more intimate setting to build relationships with investors beyond the formal meetings and presentations. For management teams, the three days function as a live test of their investor narrative, surfacing which questions repeat, which parts of the story land and where the pitch needs more clarity.

“By the third day, you’re not telling the story the same way you told it on day one,” Zavo said. “You’re hearing investors, understanding their concerns and learning what resonates. That feedback can be incredibly valuable.”

Jim Bark, a private investor and former M&A banker who attended one of Zavo’s investor dinners, said her strength lies in bringing the right people into the room.
“Liana is super talented at community building. She brings companies together with investors in a way that just works,” Bark said. “She has a great eye, and she’s a master connector and storyteller.”

Where PR and IR Converge

Zavo’s model brings public relations and investor relations together under one strategy, rather than treating them as separate functions. Before and around each roadshow, ZavoMedia PR Group builds visibility for the company and its leadership, so that by the time investors sit down at the table, they are already meeting a name they recognize.

“Public relations tells the market why you matter. Investor relations explains why the business matters as an opportunity,” Zavo said. “When those two stories are aligned, management walks into investor conversations from a much stronger position.”

Through ZavoVentures, Zavo also works directly with family offices and venture capital organizations, giving her insight into both sides of the table: what investors need to evaluate an opportunity quickly, and what companies need to reach the right investors for their stage, sector and capital requirements.

A Global Model, Four Years in the Making

Over the past four years, Zavo has built a track record that now spans 12 countries, including Israel and an upcoming Dubai engagement in the fourth quarter. Her proven track record has positioned her as Wall Street’s Roadshow Strategist, the go-to architect behind investor experiences built to convert attention into relationships. Much of that work centers on micro-cap and small-cap public companies, which often carry strong fundamentals but struggle to get in front of the right investors. Her focus remains the same wherever she works: building the visibility and credibility that make an investor room worth walking into.

“I’m not interested in simply putting another pitch event on the calendar,” Zavo said. “I want to create an experience where companies have three days to be seen, heard and challenged by investors, and where we surround those conversations with the visibility and credibility necessary to make people pay attention.”

About Liana Zavo

Liana Zavo is an investor relations, public relations and fundraising strategist and the founder of ZavoVentures and ZavoMedia PR Group, headquartered in Midtown Manhattan at Fifth Avenue and 51st Street in New York City. For the past four years, she has advised public and private companies, including micro-cap and small-cap public companies, founders, family offices and venture capital organizations on investor positioning, strategic communications and capital strategy across 12 countries, including Israel and Dubai.

About ZavoVentures

ZavoVentures is an investment and investor-relations platform founded by Liana Zavo, working with public and private companies on capital strategy, investor introductions and curated roadshow experiences. The platform connects companies with family offices, venture capital firms and private investors, and works directly within the investment community to understand what both companies and investors need to move a relationship forward. ZavoVentures is headquartered in Midtown Manhattan in New York City.

About ZavoMedia PR Group

ZavoMedia PR Group is a New York-based public relations agency founded by Liana Zavo, specializing in crisis management, media relations and personal branding for tech startups, founders, venture capital firms and B2B brands. The firm builds visibility and credibility for its clients through strategic communications, media positioning and executive narrative, work that forms the foundation for Zavo’s broader investor roadshow model. ZavoMedia PR Group is headquartered in Midtown Manhattan in New York City.

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Liana Zavo
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BELLEVUE, Wash.

Two centuries of Rome’s wars seen from the wrong end of the record, from the First Punic War to a legionary’s forty-year march to the edge of Han China. All three standalone novels are now available in English and Italian, two of them in Romanian.

Historical novelist Alessandro Catorcini has completed The Shield Triptych, three standalone novels bound not by a plot or a recurring cast but by a single object: a Roman shield, and what it means to carry one, lose one, or watch it outlast the man beneath it.

The novels are about the people history hurries past. Not the consuls whose names were cut into columns, but the engineer who drew the ships; not the generals who won the battles, but the farmer’s son who lived through the worst defeat Rome ever suffered and spent fourteen years deciding what that made him.

“I write about the people the record leaves out,” the author said. “The soldiers who survived the battles that made other men famous, and the makers whose inventions outlived their names. The stone remembers the consul. It almost never remembers who built the thing that won.”

The three books span roughly two hundred years and can be read in any order:

• The Hammer and the Shield (264 BC, the First Punic War): Follows Manius Fabricius, a senator’s son who reads hulls the way other men read glory. When his father and brother drown in the strait at Scylla, the family calls it valor and Manius knows it was error. He answers with an invention: an iron-beaked boarding bridge that nails enemy ships to Roman decks and turns the sea into a battlefield Rome cannot lose. The bridge wins Rome the water. The column in the Forum names the consul. And the device that conquered the sea carries a flaw only its maker can see.
  Buy / Review: Amazon (EN) · Google Play (EN) · Amazon (IT) · Google Play (IT) · Goodreads
• The Shield Left Behind (216 BC, the Second Punic War): Opens on the day the largest army Rome had ever raised was swallowed whole beside the river Aufidus. Titus Labonius lived, and could never afterward say for certain whether he had lain still beneath the dead a heartbeat longer than a brave man would have. Marked with the disgraced legiones Cannenses and shipped to rot in Sicilian exile, he keeps the one thing he did not throw away, and soldiers fourteen years the long way home toward Zama and Hannibal’s final defeat.
  Buy / Review: Amazon (EN) · Google Play (EN) · Amazon (IT) · Google Play (IT) · Lulu (RO) · Google Play (RO) · Goodreads
• The Farthest Shield (53 BC, Carrhae): Sends Lucius Ateporix Vettius east and never brings him back. Sold across the steppe after Rome’s worst defeat of the age, he walks for forty years past the Oxus and the Talas, into the service of warlords and the gaze of a Han general, toward a town at the edge of the known world. The novel draws on the Lost Legion hypothesis, the proposal that survivors of Carrhae ended their long march as the Han frontier county of Liqian.
  Buy / Review: Amazon (EN) · Amazon (IT) · Lulu (RO) · Google Play (RO) · Goodreads

The author was born in Genoa, Italy, and writes in both Italian and English, translating and editing his own Italian editions rather than licensing them out. The Farthest Shield and The Shield Left Behind are also available in Romanian.

“The Mediterranean I grew up on was not a backdrop, it was a workplace,” the author said. “Ships got built badly and people drowned. Men walked east because walking east was the only thing left. I wanted to write that world at eye level, from inside a life that history never bothered to write down.”

The three novels are available now in paperback and ebook. Full details, sample chapters, and buy links for every edition are at www.catorcini.com.

Book Details

About the Author

Alessandro Catorcini writes literary historical fiction set in the less-told corners of the ancient world. Born in Genoa, Italy, he studied Latin and Greek in school and fell in love with the classical world then; the novels are what that love turned into. He lives in Bellevue, Washington, where he works as a technology executive, and he writes in both Italian and English. 

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Alessandro Catorcini
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Website: www.catorcini.com

ALBANY, New York

Richard Bennett, a financial markets research and investment strategy professional, continues to focus on quantitative investment research, macroeconomic analysis, asset allocation, portfolio construction, and risk management.

As financial markets become increasingly influenced by global economic conditions, capital flows, technology, and rapidly expanding datasets, Bennett believes that investment research requires a more structured and multidimensional analytical process. His approach emphasizes the combination of market data, macroeconomic indicators, quantitative models, valuation analysis, and risk controls to better understand changing market environments.

Rather than relying primarily on short-term market forecasts, Richard Bennett focuses on evaluating the broader forces that may influence asset prices over time.

These can include economic growth, inflation trends, interest-rate conditions, market liquidity, corporate fundamentals, investor positioning, and changes in capital allocation across different sectors and asset classes.

This research framework reflects a broader investment philosophy centered on disciplined analysis and risk awareness.

A Data-Driven Approach to Market Research

One of Richard Bennett’s primary areas of interest is the use of quantitative analysis to support financial market research.

Modern markets generate large amounts of economic, corporate, trading, and behavioral data. Bennett views this information as most useful when it is organized within a clear analytical framework rather than considered in isolation.

Quantitative indicators can help researchers identify patterns, compare historical market environments, evaluate relative valuations, and monitor changes in momentum, volatility, liquidity, and investor behavior.

At the same time, Bennett believes quantitative models should not be treated as substitutes for broader market understanding. Instead, they can be used alongside fundamental and macroeconomic research to provide additional context and improve the consistency of investment analysis.

By combining different sources of information, investors may be better positioned to distinguish between short-term market noise and more meaningful changes in economic or financial conditions.

Understanding Market Cycles

Market-cycle analysis is another important component of Richard Bennett’s research interests.

Financial markets do not operate under a single set of conditions. Different periods can be characterized by expansion, slowing growth, rising inflation, declining inflation, changes in monetary policy, shifts in liquidity, or increasing market uncertainty.

These conditions can influence sectors, asset classes, and investment styles in different ways.

For this reason, Bennett emphasizes the importance of evaluating portfolios within the context of the broader economic and market environment.

A strategy that performs effectively under one set of conditions may behave differently when interest rates, volatility, economic growth, or investor risk appetite changes. Understanding these relationships can therefore play an important role in portfolio construction and strategic asset allocation.

Market-cycle research can also help investors develop more flexible investment frameworks rather than relying on fixed assumptions about future market behavior.

Risk Management as Part of the Investment Process

Richard Bennett also places significant emphasis on risk management.

In his view, investment analysis should not focus exclusively on identifying potential returns. It should also consider the risks associated with market volatility, concentration, correlation, liquidity, and changing economic conditions.

A disciplined risk-management framework can include diversification, position sizing, portfolio monitoring, scenario analysis, and the evaluation of how different assets

may respond to unexpected market developments.

This approach is particularly relevant during periods of elevated uncertainty, when relationships between asset classes can change quickly and traditional assumptions may become less reliable.

Bennett believes that effective portfolio management requires an ongoing balance between opportunity and risk. As market conditions evolve, investment strategies may need to be reviewed and adjusted rather than remaining static.

Quantitative Research and Portfolio Construction

Quantitative research can also play an important role in portfolio construction.

Richard Bennett’s areas of interest include the analysis of multiple factors that may influence investment performance, such as valuation, momentum, quality, volatility, earnings trends, and broader macroeconomic conditions.

By examining several variables together, researchers can develop a more comprehensive view of potential opportunities and risks.

This type of analysis can also support portfolio optimization by helping investors evaluate how individual positions interact within a broader portfolio.

Instead of looking at each investment independently, portfolio analysis considers factors such as diversification, correlation, volatility, and overall exposure to different market drivers.

For Bennett, this broader perspective is an important part of disciplined investment strategy.

Artificial Intelligence and the Future of Investment Research

Another area Richard Bennett continues to follow is the development of artificial intelligence and financial technology.

Artificial intelligence is increasingly being explored across financial markets for applications involving data analysis, pattern recognition, research automation, risk monitoring, and information processing.

Bennett is particularly interested in how AI-based technologies may complement traditional investment research.

Financial analysts today have access to significantly more information than in previous decades. Economic data, company disclosures, market prices, news, alternative datasets, and quantitative indicators can create an enormous volume of information that must be evaluated.

AI and advanced analytical systems may help researchers organize, compare, and interpret this information more efficiently.

However, Bennett believes technology is most useful when incorporated into a disciplined analytical process.

Models and algorithms may identify correlations or patterns, but investment decisions still require an understanding of economic context, risk, market structure, and the limitations of available data.

The combination of human judgment, quantitative research, and advanced technology may therefore become an increasingly important part of modern investment analysis.

A Long-Term Perspective

Richard Bennett’s investment philosophy also emphasizes the importance of maintaining a long-term perspective.

Short-term market movements can often be influenced by sentiment, positioning, unexpected news, and temporary changes in liquidity. While these factors may create opportunities, they can also introduce significant noise into the investment process.

Bennett believes that long-term investment analysis should remain connected to broader fundamentals, including economic conditions, corporate performance, valuation, and sustainable market trends.

This does not mean ignoring short-term developments. Instead, it means evaluating them within a larger framework and determining whether they represent temporary market reactions or more meaningful structural changes.

A disciplined investment process can help investors remain focused on long-term objectives while continuing to adapt to evolving market conditions.

Richard Bennett and SUMMIT QUANT CAPITAL INC

Richard Bennett is associated with SUMMIT QUANT CAPITAL INC, where his professional focus includes financial markets research, quantitative investment analysis, risk management, and investment strategy.

The company maintains an interest in the continued evolution of quantitative finance, data analytics, financial technology, and artificial intelligence within investment research.

As markets become increasingly data-intensive and interconnected, SUMMIT QUANT CAPITAL INC continues to examine how traditional financial analysis and emerging technologies can be combined to support more structured and informed approaches to market research.

For Richard Bennett, the evolution of investment management is likely to involve a growing integration of financial theory, economic analysis, quantitative methods, and intelligent data technologies.

The objective is not simply to generate more information, but to develop research frameworks that can help investors interpret that information more effectively and make decisions within a disciplined risk-management process.

About SUMMIT QUANT CAPITAL INC

SUMMIT QUANT CAPITAL INC focuses on financial markets research, quantitative investment analysis, and data-driven investment methodologies.

Its areas of interest include global capital markets, macroeconomic trends, quantitative research, portfolio strategy, risk management, financial technology, and the evolving role of artificial intelligence in investment analysis.

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Richard Bennett
Financial Markets Research & Investment Strategy
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Website: summit-quant.com