The Offensive Strategy:
Best-in-Class Investor Days
Best Practices to Educate and Outperform
According to our proprietary research:
Investors have specific expectations about Investor Days… and that’s our expertise
View investor days as a valuable use of their time, when successfully executed
Report content presented at an investor day led to a buy decision / rating upgrade
Favor content-rich slides vs. great graphics / fewer words
When economic climates are uncertain, how can you make your event stand out against the rest?
Thang To and Rob Lockerman, from Corbin Advisors’ Investor Day Practice, presented a detailed overview of Corbin’s proprietary research, followed by a panel discussion with guests: Ed Egl, Vice President of Investor Relations at WM; Philip Ng, Managing Director at Jefferies LLC; and Denise Pacioni, Senior Manager of Investor Relations at AeroVironment.
Topics Discussed
- How to tell a more impactful investor day story
- How to manage stakeholder expectations amid macroeconomic uncertainty
- Practical tips on executing a best-in-class investor day
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Supporting Materials
Panelists
Ed Egl
VP, Investor Relations
WM
30+ years; primary liaison for day-to-day inquiries from investors and stock analysts, communicating the company’s business strategy and competitive position in the marketplace
Philip Ng, CFA
Managing Director
Jefferies LLC
20+ years; equity research covering Building Products and Paper & Packaging; serving as a top-ranked buy side analyst with a focus in industrials
Denise Pacioni
Sr. Manager, Investor Relations
AeroVironment
25+ years; experience in corporate investor relations, corporate finance and banking, financial planning, business development and operations
Moderators
Thang To, CFA, CPA
SVP & Head of Investor Day Practice
Corbin Advisors
Rob Lockerman, CFA
Vice President, Advisory
Corbin Advisors
20+ years; experience in strategic planning, business transformation,
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Corbin Advisors is a strategic investor relations and communications advisory firm with a track record of supporting our publicly traded clients in creating sustained shareholder value. Our approach leverages decades of Voice of Investor® (VOI) research and data-driven insights; capital markets expertise and deep best practice knowledge; and a proven playbook and passion for client outperformance. We are a trusted advisor and partner to boards of directors, executive leaders, and investor relations professionals, serving a broad range of companies globally across sectors, sizes, and situations. Through defining the standard of excellence and challenging conventional thinking, we enable our clients to boldly differentiate their equity brand, maximize valuation, and build more durable franchises.
Corbin Advisors. Outperformance Built on Trust®.