NEW YORK, USA

Investor-relations strategist concludes three-day Monaco engagement and prepares for an additional roadshow later this year.

Liana Zavo, founder of ZavoVentures and ZavoMedia PR Group, has completed a three-day investor roadshow in Monaco and announced plans to continue expanding her investor-relations roadshow program during the fourth quarter of 2026.

The Monaco engagement was held at the Hotel de Paris Monte Carlo on behalf of an oil and gas company. Zavo declined to identify the company, citing an active investor-relations engagement.

According to Zavo, the non-deal roadshow brought together close to 100 participants, including family offices, venture capital representatives and private investors. No securities were offered or sold as part of the engagement.

Zavo said the roadshow model focuses on repeated small-group interaction rather than a single large presentation. A typical three-day program includes approximately 30 investor meetings per day, along with smaller meetings and private dinners designed to introduce company leadership to prospective investors and develop relationships ahead of potential future capital-raising activity.

Her next roadshow is planned for Dubai during the fourth quarter of 2026. Zavo also organizes similar engagements in New York City, primarily for micro-cap and small-cap public companies.

“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.”

Marie Antoinette Furtado, a natural resources expert, UN ambassador and fashion designer who met Zavo in Monaco, commented on her approach to connecting investors and company leaders.

“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.”

Roadshow Model Combines Public Relations and Investor Relations

Zavo said her investor-roadshow work developed from her background in public relations. Through ZavoMedia PR Group, she has worked on media relations and executive positioning for startups, founders, venture capital firms and other organizations.

She later founded ZavoVentures to work more directly with public and private companies on investor relations, roadshow planning and capital strategy.

Under the current model, ZavoMedia PR Group supports corporate and executive communications ahead of an investor event, while ZavoVentures manages investor outreach, introductions and roadshow logistics.

“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 stronger position.”

Zavo said the three-day structure also allows management teams to adjust how they communicate based on the questions and feedback received during investor meetings.

“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.”

Jim Bark, a private investor and former mergers-and-acquisitions banker who attended one of Zavo’s investor dinners, described her approach as focused on building connections between companies and investors.

“Liana is a true community builder,” Bark said. “She brings companies together with investors in a way that just works. She has a great eye, and she’s a connector and storyteller.”

Zavo said her investor-relations work has taken her to 12 countries, including Israel. Her clients include micro-cap and small-cap public companies as well as businesses preparing for IPOs, SPAC transactions or post-merger public-market activity.

She emphasized that participation in a roadshow does not guarantee financing or investment.

“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.”

The planned fourth-quarter roadshow represents the next stage in Zavo’s effort to expand the model internationally while continuing regular investor-engagement programs in New York.

About Liana Zavo

Liana Zavo is the founder of ZavoVentures and ZavoMedia PR Group. She advises public and private companies on investor positioning, strategic communications, roadshow development and capital strategy. Her work includes engagements with micro-cap and small-cap public companies, IPO-stage businesses and SPAC-related companies.

About ZavoVentures

ZavoVentures is an investor-relations and capital-strategy platform founded by Liana Zavo. The company works with public and private companies on investor introductions, roadshow planning and capital strategy, including engagement with family offices, venture capital firms and private investors.

About ZavoMedia PR Group

ZavoMedia PR Group is a public relations firm founded by Liana Zavo. The firm provides media relations, crisis communications and executive-positioning services for startups, founders, venture capital firms and B2B brands.

Media Contact Details
Liana Zavo
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Website: zavoventures.com

Fort Lauderdale, FL

AD Mortgage, a leading wholesale lender in the United States, has been named a 2026 Game Changer Award winner by PROGRESS in Lending for its Non-QM Automated Underwriting System (AUS), recognizing a major advancement in mortgage technology that brings automated underwriting to one of the industry’s most complex and historically difficult-to-automate segments.

The Game Changer Awards recognize new solutions and advancements to existing technologies that address meaningful industry challenges and improve the mortgage lending process. AD Mortgage was the first lender in the industry to launch an automated underwriting system specifically for Non-QM lending, bringing automation to a segment that has historically been difficult to automate due to complex borrower profiles, alternative income documentation and flexible program guidelines..

Integrated directly into AD Mortgage’s AIM Partner Portal, Non-QM AUS gives brokers a faster path to pre-approval by automatically evaluating Non-QM scenarios and generating loan-specific conditions. This allows brokers to quickly determine whether a borrower may be a fit, bringing greater speed, consistency and clarity to a process that has traditionally relied heavily on manual review.

“Non-QM lending requires flexibility, but that shouldn’t mean brokers have to sacrifice speed or clarity,” said Max Slyusarchuk, CEO of AD Mortgage. “We built Non-QM AUS around the way our partners actually work, giving them technology that helps simplify complex scenarios and provides clearer direction earlier in the process. Being recognized as a Game Changer validates the work our team has done to solve a real challenge in the Non-QM market.”

Key highlights include:

• Named a 2026 Game Changer Award winner by PROGRESS in Lending
• Built specifically to support complex Non-QM scenarios, including Bank Statement, DSCR and ITIN programs
• Integrated directly into the AIM Partner Portal, allowing brokers to access automated underwriting within their existing AD Mortgage workflow
• Provides automated loan decisions and program-specific conditions to give brokers greater clarity earlier in the process

The recognition comes as mortgage professionals increasingly look to lenders for technology that integrates more effectively into their existing workflows. AD Mortgage’s recent Technology in the Mortgage Industry survey found that 82.2% of mortgage professionals consider technology integration highly important, while 33.5% said they expect to adopt technology with lender support. These findings reinforce the growing demand for connected technology that helps brokers manage the lending process more efficiently.

The Game Changer Award further supports AD Mortgage’s focus on becoming The Lender of Choice by developing technology around the needs of its broker partners and addressing areas of the mortgage process where greater automation can have a meaningful impact.

For more information, please visit www.admortgage.com.  

About AD Mortgage

As a premier direct mortgage lender, AD Mortgage offers a full spectrum of Conventional, Government, and Non-QM loan products with 24-hour turnaround times and some of the most competitive rates in the industry. In addition to their AD Power Jumbo loan product, AD Mortgage offers programs for Prime borrowers, Foreign National borrowers, as well as borrowers with imperfect credit histories. Programs with no income verification are also offered for investment property loans.

The company offers free concierge services, bank statement reviews, marketing tools and resources, and more to support the brokers they serve. In 2025, AD Mortgage received several prestigious industry awards, including HousingWire Vanguard Award, PROGRESS in Lending’s Lending Luminary Award, National Mortgage Professional’s Legend of Lending Award, HousingWire Industry Titan Award. This year, the company was also featured in CBS, Bloomberg, and Inc., underscoring its growing influence and leadership in the mortgage industry.

AD Mortgage is an Equal Housing Lender. NMLS ID #958660. 899 W Cypress Creek Rd, Fort Lauderdale, FL 33309. For important disclosures and state licensing information:
https://admortgage.com/important-disclosures/

Media Contact Details
Andy Restrepo
AD Mortgage, LLC
Email: Send Email
Phone: (645) 240-2300
Website: admortgage.com

Luxury NEV Maker SERES Reports 2026 First-Half Results: AITO M9 Retains Top Ranking in RMB 500,000+ Segment.

Chongqing, China

SERES (Stock Code: 9927.HK) announced its interim results today. In the first half of 2026, SERES reported the revenue of RMB 57.493 billion (~$8,525,941,682.90 USD) and R&D investment of RMB 7.007 billion (~$1,039,105,167.10 USD), increased by 34.8% YoY. AITO, the luxury brand of SERES group, deliveries grew 10.2% YoY in the first half, with the all-new AITO M9 and AITO M6 both launched and commencing deliveries during the period. The AITO M9 led the RMB 500,000+ vehicle segment in sales for two consecutive months.

AITO M9

SERES Reports RMB 57.493 Billion in First-Half Revenue, Demonstrating Operational Resilience

SERES stated that it maintains a healthy financial structure, sufficient cash reserves, and relatively low debt pressure, providing strong risk resilience and a solid foundation for sustainable growth. At the same time, improved asset utilization efficiency has helped reduce operating leverage risk, further strengthening the company’s financial resilience.

In the capital markets, SERES has leveraged a range of measures, including cash dividends, share repurchases, and shareholder share purchases, to enhance shareholder value and protect investor interests. As of July 2026, cumulative share repurchases exceeded RMB 587 million (~$87,049,752 USD). Meanwhile, directors, senior executives, and key team members completed share purchases totaling RMB 148 million (~$21,947,724 USD) within just three trading days, demonstrating confidence in the company’s long-term growth prospects.

AITO M9 Cumulative Deliveries Surpass 300,000 Units, Leading the Luxury Vehicle Segment

In the first half of the year, the all-new AITO M9 and AITO M6 achieved deliveries at scale, further expanding AITO’s luxury product portfolio and strengthening its leading position among luxury automotive brands in China. The flagship AITO M9 also ranked as the best-selling model in the RMB 500,000+ vehicle segment for two consecutive months, with cumulative deliveries surpassing 300,000 units. With the AITO M9 Ultimate set to begin deliveries soon at a starting price of RMB 600,000 (~$88,977.18 USD), the model is positioned to drive further growth in the luxury market.

Meanwhile, AITO’s brand value has also continued to strengthen. According to Brand Finance’s 2026 Automotive Industry 100, AITO achieved a brand value of US$3.448 billion, ranking among the Top 10 luxury automotive brands globally and standing as the only Chinese brand on the list.

R&D Investment Reaches RMB 7.007 Billion (~$1,039,105,167.10 USD), Accelerating Innovation and New Business Development

SERES continues to increase its investment in technology and accelerate the transformation of technological innovation into products and applications. In the first half of 2026, SERES’ R&D investment reached RMB 7.007 billion (~$1,039,105,167.10 USD), increased 34.8% YoY. Leveraging a unified, platform-based technology foundation, SERES continues to advance innovation across underlying architectures, core systems, user experiences, AI, and intelligent digital applications, strengthening the technological foundation for its long-term growth.

SERES continues to focus on the luxury intelligent electric vehicle segment, with technological innovation at the core of its growth strategy. Its proprietary innovations, including the SERES MF Platform 2.0, next-generation Super Range Extender, and intelligent safety technologies, are being progressively integrated into its products, strengthening the technological foundation for efficient product development and scalable deployment. Beyond automotive technologies, SERES is also accelerating its expansion into emerging fields including embodied intelligence and robotics. Its humanoid robots are already being deployed in diverse scenarios, from industrial manufacturing to service applications, opening up new avenues for business growth.

One of the SERES production plants

Overall, SERES has built comprehensive strengths across product competitiveness, brand value, and its industrial ecosystem, driven by its continued progress in the luxury segment, strengthening brand value, and forward-looking expansion into emerging businesses. With new products continuing to expand the portfolio and new business initiatives moving toward commercialization, SERES is positioned to generate stronger growth momentum in the second half of the year.

About SERES Group

Founded in 1986, SERES is a technology-driven company with new energy vehicles (NEVs) at the core of its business. Listed in Shanghai and Hong Kong, SERES is also recognized among China’s Top 500 Enterprises. The company specializes in the R&D, manufacturing, sales and service of new energy vehicles, as well as core electric powertrain technologies.

The name SERES is derived from the ancient Greek word for the “Land of Silk”, symbolizing the East, sophistication and luxury. Inspired by the spirit of the Silk Road, SERES is committed to building a luxury automotive brand that brings Chinese innovation to the global stage.

About AITO

The AITO brand is built on the philosophy of “Intelligence Redefining Luxury.” With outstanding intelligent features and refined luxury quality, it has become the top-selling Chinese luxury car brand in China in 2025. The AITO lineup surpassed one million cumulative deliveries in just 46 months, setting a new delivery speed record for Chinese luxury new energy vehicle brands.

Media Contact Details
Maria Jopis
HiGuide / Byte PR
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Phone: +34667242368
Website: www.bytepr.com