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Investor Day Advisory

An investor day is the most prominent event on a company’s investor-relations calendar. Our Investor Day Advisory team helps you plan, execute and measure your investor day to ensure—and clearly demonstrate—success.

Investor Day Advisory Solution

PRE-EVENT PERCEPTION STUDY
INVITATION TARGETING ANALYSIS
ADVISORY BOARD
PRESENTATION ADVISORY
Q&A ADVISORY
FULL-DAY SESSION
POST-EVENT PERCEPTION STUDY
BOARD REPORTING

PRE-EVENT PERCEPTION STUDY

Prior to the event, we collect direct feedback from investors and sell-side analysts to help you understand market sentiment regarding the investment story and formulate the communications strategy and key messages going into an Investor Day.

INVITATION TARGETING ANALYSIS

Using a unique algorithm that calculates an investor's capacity to buy and likelihood of purchasing additional shares, we perform targeting analysis to determine the optimal combination of current investors, prospects and sell-side analysts for event invitations.

ADVISORY BOARD

Our experts partner with you in the months leading up to the event to provide support for critical aspects of the investor day and ensuring a successful outcome.

PRESENTATION ADVISORY

We assist with the planning and execution of your investor day presentation by identifying key messages, outlining topics to cover and recommending which executives should be responsible for delivering the message.

Q&A ADVISORY

We identify the most likely questions and prepare a Q&A document that aligns with key messages for the event.

FULL-DAY SESSION

We facilitate a full-day session to prepare the team for the event. During this session, your management team is led through a full rehearsal for the presentation and Q&A.

POST-EVENT PERCEPTION STUDY

We conduct a perception study following the event to gather direct feedback from investors and sell-side analysts, measure the effectiveness of the event and analyze market feedback.

BOARD REPORTING

We present a full event recap and report to the board and your team. Our report measures event performance against objectives and KPIs and shares insights from the post-event perception study.

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