Category Events & Marketing

Annual Meeting

• Virtual Shareholder Meeting – List of Companies – 2017

  Here is a sample list of companies who conducted a virtual shareholder meeting in 2017. Although it is still a small minority of companies, it is growing slowly but surely.  Our 2017 list is 2x what it was for 2016.

• Virtual Shareholder Meeting – List of Companies – 2016

  Here is a sample list of companies who conducted a virtual shareholder meeting. Although it is still a small minority of companies, it is growing slowly but surely.

Conferences - Execution

• Tips for Participation in Investor Conferences

  One of the best ways to interact with the buy-side is at Investor Conferences. Here are some tips on optimizing your participation.

Conferences - Listings and Calendars

• Investor Conferences – Micro/Small/SMID Cap – 2018/2019

  Here is a listing of investor conferences that specialize in Micro Cap, Small Cap and SMID Cap Companies. As of January 31, 2019, there are 60 conferences listed.

• Listing of Conferences – General (Not Industry Specific) – 2018/2019

  Here is a listing of investor conferences that are general in nature and do not have a specific industry focus. There may be a theme, such as “Growth”. As of January 30, 2019 there are 61 conferences listed.

• Listing of Conferences – Industrials and Basic Materials – 2018/2019

  Here is a listing of investor conferences that specialize in Industrials and Basic Materials industries. As of January 30, 2019 there are 98 conferences listed.

• Listing of Conferences – Consumer – 2018/2019

  Here is a listing of investor conferences for the consumer space. As of January 31, 2019, there are 70 conferences listed.

• Listing of Conferences – Technology/TMT – 2018/2019

  Here is a listing of investor conferences for the technology/TMT (Technology/Media/Telecom) industry. As of January 31, 2019, there are 89 conferences listed.

• Listing of Conferences – Healthcare – 2018/2019

  Here is a listing of investor conferences for the healthcare industry.  As of January 31, 2019 there are 78 conferences listed.

• Investor Conferences – Fixed Income – 2018/2019

  Although many investor conferences have a fixed income track, here is a listing of investor conferences specific to fixed income. As of January 31, 2019, there are 18 conferences listed.

• Listing of Conferences – ALL – 2018/2019

  Here is the most comprehensive listing of investor conferences on the Street and are included in the IR Barn in date order. As of January 31, 2019, there are 637 conferences listed.

• Listing of Conferences – Energy – 2018/2019

  Here is a listing of investor conferences that specialize in the Energy industry. As of January 31, 2019 there are 54 conferences listed.

• Listing of Conferences – Banking & Financial Services – 2018/2019

  Here is a listing of investor conferences that specialize in Banking and Financial Services industries. As of January 21, 2019, there are 97 conferences listed.

• Listing of Conferences – Energy – 2017

  Here is a listing of investor conferences that specialize in the Energy industry. As of October 30, 2017 there are 43 conferences listed.

• Listing of Conferences – General (Not Industry Specific) – 2017

  Here is a listing of investor conferences that are general in nature and do not have a specific industry focus. There may be a theme, such as “Growth”. As of October 28, 2017, there are 37 conferences listed.

• Listing of Conferences – Banking and Financial Services – 2017

  Here is a listing of investor conferences that specialize in Banking and Financial Services industries. As of October 30, 2017, there are 61 conferences listed.

• Listing of Conferences – Industrials and Basic Materials – 2017

  Here is a listing of investor conferences that specialize in Industrials and Basic Materials industries. As of November 11, 2017, there are 63 conferences listed.

• Listing of Conferences – Consumer – 2017

  Here is a listing of investor conferences for the consumer space. As of October 30, 2017, there are 56 conferences listed.

• Listing of Conferences – ALL – 2017

  Here is a listing of all of the investor conferences that are included in the IR Barn in date order. As of October 31, 2017, there are 435 conferences listed.

• Listing of Conferences – Healthcare – 2017

  Here is a listing of investor conferences for the healthcare industry. As of October 27, 2017 there are 38 conferences listed.

• Listing of Conferences – Technology/TMT – 2017

  Here is a listing of investor conferences for the technology/TMT (Technology/Media/Telecom) industry. As of October 2, 2017, there are 45 conferences listed.

• Investor Conferences – Fixed Income – 2017

  Although many investor conferences have a fixed income track, here is a listing of investor conferences specific to fixed income. As of April 21 there are 11 conferences listed.

• Investor Conferences – Micro/Small/SMID Cap – 2017

  Here is a listing of investor conferences that specialize in Micro Cap, Small Cap and SMID Cap Companies. As of April 20, 2017, there are 29 conferences listed.

• Money Show

  The Money Show is a series of conferences aimed at targeting the retail investor. Here is an overview of the conference series.

• Listing of Conferences – Fixed Income

  Although many investor conferences have a fixed income track, here is a listing of investor conferences specific to fixed income. As of July 18, 2016 there are 5 conferences listed.

• Listing of Conferences – ALL – 2016

  Here is a listing of all of the investor conferences that are included in the IR Barn in date order. As of March 10, 2016, there are 366 conferences listed.

• Listing of Conferences – General (Not Industry Specific)

  Here is a listing of investor conferences that are general in nature and do not have a specific industry focus. There may be a theme, such as “Growth”. As of March 10, 2016, there are 33 conferences listed.

• Listing of Conferences – Energy

  Here is a listing of investor conferences that specialize in the Energy industry. As of January 2, 2016, there are 45 conferences listed.

• Listing of Conferences – Banking and Financial Services

  Here is a listing of investor conferences that specialize in Banking and Financial Services industries. As of January 2, 2016, there are 43 conferences listed.

• Listing of Conferences – Industrials and Basic Materials

  Here is a listing of investor conferences that specialize in Industrials and Basic Materials industries. As of March 2, 2016, there are 57 conferences listed.

• Listing of Conferences – Micro/Small/SMID Cap

  Here is a listing of investor conferences that specialize in Micro Cap, Small Cap and SMID Cap Companies. As of February 15, 2016, there are 29 conferences listed.

• Listing of Conferences – Consumer

  Here is a listing of investor conferences for the consumer space. As of March 1, 2016, there are 52 conferences listed.

• Listing of Conferences – Technology/TMT – 2016

  Here is a listing of investor conferences for the technology/TMT (Technology/Media/Telecom) industry. As of January 12, 2016, there are 48 conferences listed.

• Listing of Conferences – Healthcare – 2016

  Here is a listing of investor conferences for the healthcare industry.  As of February 15, 2016 there are 48 conferences listed.

Investor Day

• Press Release – Change of Date Investor Day

  Sometimes you just have to change the date. Here is an example press release for notifying the investor community about a change of date for your Investor Day.

• Special Investor Call

  Recently a company had a new CEO who wanted to communicate the new strategy in detail.  The Company scheduled a special conference call with the investor community on 6/27/18.  This was very efficient and cost-effective way to get the new (or not-so-new) tenants of the new CEO’s strategy communicated to the Street.

• Press Release – Prior to Investor Day (Morning of)

  This is a great example of a press release issued the morning of an afternoon Investor Day. It provides a good overview of the day and discloses outlook information.

• Analyst Day Presentation – Example

  Here is an example of how a mega-cap company tells its story at its annual analyst/investor day.

• Investor Day Deck – Great Example

  Here is a great example of Investor Day execution from a presentation perspective. There were 11 agenda items and each had an approximately 20 slide deck. This allows the presented to stay on point and to keep the meeting moving.

• Investor Day Materials – Example

  Here are the very detailed presentations for an Investor Day. Included are the CEO, COO, CFO and the transcript. 300+ pages of insight. That is delivering the next level of detail.

• Investor Day Presentation – Photo Use

  A picture is worth 1,000 words. This may be the best use of photos in an investor day presentation. And note the minimal use of words and bullets. Impressive.

• Investor Day Presentation Update Guidance Disclaimer

  Here is a great example of something simple you can do on your Investor Day Presentation when the guidance information goes stale. Simply put an updated disclaimer on the title page.

• Executing an Investor/Analyst Day

  Investor/Analyst Days are a great way to showcase your investment thesis and business strategy. Avoid the pitfalls and make your Investor/Analyst Day a huge value add for everyone who attends using these tips and suggestions.

Non-Deal Road Shows

• Insight into Marketing in Europe

  A nice piece by Atlantic Equities about marketing in Europe.  A good read.

• Road Show Report

  IR Magazine did a nice research report on roadshows.  Some good info here.  We are strong supporters of doing road shows to engage investors.  Good stuff.

• Press Release for NDR

  We are not sure why more companies do not issue press releases on NDR’s. Your investor base loves to see you out there marketing as it is generally considered a good sign. Here is a nice example of a press release for when you go on a NDR. Short and sweet.

• Tips for Great NDR’s – Europe

  If you have a presence in Europe, a product/service that would work there, or a story that would resonate in Europe, an annual or every-two-years Non-Deal Road Show (NDR’s) to Europe can be very effective. Here are some tips to make sure they are optimal for you.

• Tips on Great Non-Deal Road Shows (NDR’s)

  Non-Deal Road Shows (NDR’s) are a great use of time to really give a personal touch to your investor outreach. Here are some tips to make sure they are optimal for you.

Overall Plan

• NYC Hotels

  Looking for a good hotel in NYC. Here is a listing that groups them into several categories:

• Geography – Targets

  Use this tool to assess your target cities to hit for NDR’s, conferences, and other investor events.

• Master Calendar

  Use this one-page template to develop your annual marketing plan.  Custom the color schemes to match up with your reporting periods and quiet periods.

• Cost Per Investor Analysis

  This tool will help you determine if you are getting a bang for the buck on your marketing efforts.  Evaluate which conferences and NDR’s are the best value.