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.