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