Delivering an Investor Day with Impact

Delivering an exceptional Investor Day requires a team of experienced partners that understand the investment community and their expectations

7 min. read

Investor Days are Best Practice

At Corbin Advisors, we have seen first-hand the meaningful impact a compelling investor day has on investor and analyst sentiment and valuation. Our expertise, strategic direction, and tactical execution consistently deliver impact for this key constituency.

According to our proprietary research, Investors have specific expectations surrounding 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

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Our proprietary research informs us that best-in-class companies host investor days every 2-3 years, irrespective of market cap.

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Our proprietary research informs us that best-in-class companies host investor days every 2-3 years, irrespective of market cap.

Why Corbin?

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Deep Expertise

At Corbin Advisors, our seasoned professionals with over 200+ years of industry experience bring a wealth of knowledge from their work with executive teams at leading global brands. This diverse experience uniquely positions us to shape market expectations and navigate the complexities of international markets with strategic acumen.

Senior leadership members within our Investor Day Practice have developed a deep understanding in decoding “The Street’s” expectations and excel at shaping perceptions of a firm’s strategic initiatives and approach.

Thang To, SVP - portrait

Thang To, CFA, CPA

SVP & Head of
Investor Day Practice

20+ years; industry veteran with deep equity markets and investor relations experience

Robert McConnaughey, SVP portrait

Robert McConnaughey

SVP, IR Advisory and ESG

20+ years; expertise in strategy development, organizational leadership, and ESG/Impact investing 

Amy Garbowicz portrait

Amy Garbowicz

VP, Advisory &
Special Situations

20+ years; expertise in strategy development, organizational leadership, and ESG/Impact investing 

Rob Lockerman portrait

Rob Lockerman, CFA

VP

20+ years; experience in strategic planning, business transformation, ​and investor relations in the financial services and insurance industries​

Zack Pollack portrait

Zack Pollack

Director

10+ years; experience forecasting shareholder reactions and conducting predictive in-depth industry analysis

Ryan Lumb portrait

Ryan Lumb, CFA

Director

10+ years; experienced capital markets advisor; prior buy-side, sell-side, and in-house professional

Lucas Morgan portrait

Lucas Morgan

Sr. Manager

7+ years; best practice insight into design, investor presentations, and broader investor communication channels

Christine Besselman portrait

Christine Besselman

Sr. Manager

5+ years; former sell side associate with expertise in capital markets and investor communications

Thang To, SVP - portrait

Thang To

SVP & Head of
Investor Day Practice

Robert McConnaughey, SVP portrait

Robert McConnaughey

SVP, IR Advisory and ESG

Amy Garbowicz portrait

Amy Garbowicz

VP, Advisory &
Special Situations

Rob Lockerman portrait

Rob Lockerman

VP

Zack Pollack portrait

Zack Pollack

Director

Ryan Lumb portrait

Ryan Lumb

Director

Lucas Morgan portrait

Lucas Morgan

Sr. Manager

Christine Besselman portrait

Christine Besselman

Sr. Manager

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Proven Approach

We have developed a proven 3-step approach to engaging investors, building management credibility, and positively rerating companies. 

Our proven approach comprises:

Pre-event Voice of Investor® Perception Study

Our customized and comprehensive approach to primary investor research identifies factors that influence valuation and crystallizes what is within a company’s control to unlock value.

Based on statistically significant research, we deliver powerful insights and actionable, practical recommendations that enable our clients to capture maximum mindshare.

Event Strategy and Execution

Leveraging event planning experience and best-practice knowledge, we assist with every aspect of execution, streamlining the process and ensuring the event is a success and delivers on its objectives.

We serve as a sounding board, project manager and resource, providing the expertise and support necessary to execute a best-in-class investor day.

Communications and Messaging

Our report, based on a multi-question survey, captures sentiment and feedback on presentation content, delivery and event format, measures critical message retention, and benchmarks results against our proprietary database.

After months of strategic planning and execution, we assess and quantify the impact the event had on investor and analyst perception.

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History of Results

At Corbin, we have worked with a large and diverse set of clients across market caps and sectors. We have developed a proven approach to value realization, based on extensive research and practical application, deep knowledge of best practice and specialization, as well as broad-based experience.

Case Study: Large-cap Financial Services Company

Our Research and Experience Arms Clients with Intelligence and Recommended Actions

Prevalent Outcomes Supported by Our Primary Research

Reinforce Execution

Highlighted accomplishments following inaugural investor day in quarterly earnings calls and subsequent investor day

Reimagine and Innovate

Articulated a new vision for the company and clarified the expansive TAM

Pivot Story​

Rearchitected investment thesis from “widget” provider to technology-enabled industry leader

Fortify Credibility

Continued to meet and exceed targets through strong financial execution and disciplined operating expense management

Committed to Delivering Results and Helping Our Clients Compound

CEO

We would certainly not have done the job we did without your help and insights. Much gratitude on our part. You are truly the best at this, and we are fortunate to be working with you. Additionally, you are a delight to work with and always upbeat, optimistic, direct and can-do. It is truly refreshing and uplifting working with you.

INVESTOR

It was helpful to have presentations from a number of the Company’s executives. The presentations have a good sense of their overall strategic direction.

CFO

I want to echo and amplify the remarks. Thank you so much for your inspiration, expertise and wisdom. You are honorary members of the management team! You help elevate us to another level. I am looking forward to our next engagement!

INVESTOR

I was very impressed with the level of transparency/additional disclosure and the quality of management presentations.

IRO

Thank you again for everything you and your team did to make our 2021 Investor Day a success. We were pleased with how the event turned out, from the strong content, to the polished logistics, to the great feedback we’ve received thus far.

INVESTOR

Thank you for a thorough walk-through of the businesses in a concise manner.

The Big So What™

Access Our Webinars

During our live Investor Day webinar, members from Corbin Advisors’ Investor Day Practice presented a detailed overview of Corbin’s proprietary research, followed by a panel discussion with three highly successful IROs, and concluding with an open Q&A session.

During our live Investor Day webinar, in partnership with Notified, we were thrilled to receive thought-provoking questions from the audience which sparked a dynamic discussion amongst the panelists. Packed with actionable insights and strategies for executing a top-tier Investor Day.

Contact Us

Our Team is Ready to Assist You

Corbin Advisors is a strategic consultancy accelerating value realization globally. We engage deeply with our clients to assess, architect, activate, and accelerate value realization, delivering research-based insights and execution excellence through a cultivated and caring team of experts with deep sector and situational experience, a best practice approach, and an outperformance mindset.

A strategic consultancy accelerating value realization globally

© 2024 Corbin Advisors. All Rights Reserved.

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