By David Calusdian, President
Our Blog: The Podium
By David Calusdian of Sharon Merrill, and David Fine of Fine Communications
Two investor day experts combine experience to deliver best practices on leveraging digital platforms to deliver a compelling virtual investor day.
The investor day is one of the most effective platforms for presenting your company’s strategy, outlining your long-term targets and showcasing the depth and strength of your management team. With the world moving to virtual formats for the foreseeable future, IROs are faced with a new task – mastering virtual investor day planning. This pivot presents new challenges as well as exciting new opportunities to engage and communicate critical messages with the investment community.
The following are top tips for IROs to master to execute a successful virtual investor day:
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Investor Days can be one of the most effective and cost-efficient activities in your IR program – but only if you’re prepared. Anyone who has worked “behind the scenes” of an investor day knows that it can be a logistical headache. You not only need to anticipate all the possible hiccups of hosting a live event, but handle the more substantive issues associated with telling your company’s story to a roomful of investors and analysts.
What makes Sharon Merrill Associates excel in the world of strategic communications? Trust. Experience. Resilience. Passion. Vision. Perspective. Partnerships. Take a look at our story and see how we leverage these qualities to help you build value.
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Investor days are one of the largest and most influential investor events a company can organize. They also are arguably the most overwhelming, triggering challenges in logistics and human resources for public companies large and small.
But don’t let organizational challenges prevent you from hosting a successful investor day that will have both your company and your investors happy.
Hosting an investor day can be a powerful way to raise management visibility and credibility, highlight the depth of your management team, and clarify your company’s value proposition and growth strategy. But planning a successful investor day is no small task. Here are five tips to help you along the way.
5 Useful Tips for Reading Body Language in a Business Environment
By Dennis Walsh, Senior Consultant & Director of Social Media at Sharon Merrill
In business, people aren’t always completely honest. I know…stop the presses! As investor relations professionals, we are constantly playing a poker game with Wall Street. So how do you know if someone is not being completely truthful with you? Read their body language.
Nonverbal communication, or body language, often sends a different message from the spoken word. The way a person shakes hands, gestures while talking, or even crosses their legs, sends subtle but clear signals about the real meaning behind the message. Even a simple touch of the nose may indicate that a person is being untruthful.
Many Wall Street firms have hired body language experts to train analysts and portfolio managers to identify the nonverbal cues that executives give. So it’s beneficial for CEOs and CFOs to recognize these signals, to ensure they aren’t unwittingly conveying the wrong message.
By Jim Buckley
I recently led a workshop session at the NIRI National conference entitled Time to Invest in Your Company’s Investor Day. The workshop featured a deep dive on all the fundamental components and strategic aspects of an Investor Day, or Analyst Day as some people still prefer. The session was very comprehensive and included a panel with three of today’s best and brightest IROs. (Ok, full disclosure, I handpicked Alexia, Jennifer and Jerry.)
We collectively shared our Investor Day wisdom and experiences, including the Good, the Bad and the Ineffective. The response to the panel, particularly in some follow-up discussions, was decidedly positive. Given that a few folks have asked me recently for supplemental materials – which are available to conference attendees here – I thought I would share some of the key takeaways, as well as appending the “Investor Day Do’s and Don’ts” handout that was developed for the session.