We Are Strategic With A Proven Track Record

Investor days, when successfully executed, are one of the highest-return investments a company can make in investor relations.  According to our proprietary research, 94% of surveyed investors view these shareholder-friendly events as value-added and a valuable use of time.

There are many factors that go into executing a successful event including, but not limited to, robust content, clear messaging, speaker selection and delivery as well as logistics and planning that take into consideration investor expectations and preferences.

Leveraging deep best practice knowledge, we provide the expertise, direction and tactical support necessary to execute a successful investor day.

Our approach is flexible and our objective is to customize a program that meets the specific needs of your company, which can include any combination of the following advisory services:

  • Event Management and Preparation: The time and resources required to prepare for and execute a successful investor day can be overwhelming and often takes precedence over day-to-day responsibilities. Leveraging event planning experience and best practice knowledge, we assist with every aspect of preparation, streamlining the process and ensuring your event is well received and results in value creation.

  • Pre-event Perception Study: The financial community has specific interests and agendas with respect to content presented at a company’s investor day. Understanding critical-to-valuation factors and how your company is perceived as an absolute and relative investment enables you to target your communication and effectively develop messaging. Learn More

  • Presentation Development: We offer valuable external perspective and hands-on expertise resulting in industry-leading investor presentations. Learn More

  • Post-event Survey: After months of strategic planning and execution, it is important to assess and quantify the impact the event had on investor and analyst perception. 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 analytics.

Investor Day Checklist & Timeline

Having executed 70+ successful investor days, we have developed a high-level event checklist & timeline.