Investor Day that Sticks: Story and Experiences that Shape Perception

Practical ways to make your next Investor Day really stick A well-run Investor Day can shift perception, build momentum, and set the tone for the year ahead. To do that, you need two things: a story that sticks and a way to bring it to life – via experiences. This...

Showcasing a clear, unified investor narrative with a fresh visual makeover

Situation Sonoco’s last Investor Day in 2021 coincided with the appointment of their current CEO. Since then, big changes have happened in the business: a major acquisition, successful strategy execution, and strengthening of the management team. Seeing these shifts, the IRO felt it was the right time to lay out...

CMA | SIMA Conference 2024 – Key insights that you can apply in your business

We recently attended the CMA | SIMA Annual Conference in Dallas, TX and came back with valuable insights into the world of Category Management and Shopper Insights. Over three days, experts delved into diverse topics, from consumer behavior to retail experiences and effective storytelling. Among the sessions we attended, we’ve singled...

NIRI Virtual – Harnessing Best Practices and Current Trends for Impactful Investor Relations Presentations

Date: 12/13/2023Event start time: 12:00 PMEvent end time: 1:00 PMCategory: ChapterPrice: NIRI Virtual Chapter Members, Partner Program Chapter Members, Virtual Chapter Sponsors – Complimentary; Non-Members – $35 Perhaps one of the most important communications tools that Investor Relations professionals rely on is the investor presentation.  Whether it is a company...

An IRO asked us, “What Should My Earnings Presentation Cover?”

We got this question from an IRO recently right after their earnings release. Looking to streamline her presentation, she asked, “What should my Earnings Deck cover? Any advice on general flow? What are the must-haves? Our deck has bloated over time, and I feel like we’re not communicating well.” I...

QC: Masterclass #1 – Establishing a stress-free system for your earnings presentation

Is your earnings deck effectively conveying your message, or has it grown unwieldy and complex? Our masterclass will help you simplify your earnings messaging and establish a stress-free system. Date: Wednesday, October 18, 2023Format: Virtual ET (Microsoft Teams) – The Microsoft teams link will be provided to you 1 week in advance.Time: 12:00...

Elevating Newmark’s investor thesis to bridge perception gaps

Newmark Group, Inc. (NMRK) is a major player in the commercial real estate (CRE) space, with a history dating back to 1929. They are amongst the top 5 CRE companies in the US, with an ambition to expand globally.  NMRK’s IR team’s goal was to make their investment thesis more...

Mastering Your Investor Day’s Main Message

Are you gearing up for your company’s upcoming Investor Day? As an Investor Relations Officer, the success of your I-Day relies heavily on a compelling main message that you want your analyst audience to walk away with. Consider these 3 steps when creating your main message. 01 Be clear on...

From “Steak” to “Sizzle”: Maximizing Impact in Investor Day Presentations

Wednesday, June 7, 2023 | 11:35AM – 11:55AM | Room: Sheraton Ballroom  |   Express TalkHarry Shah Crafting a winning presentation for Investor Day is crucial for every IRO. The key to success is striking the right balance between ‘steak’ (substance) and ‘sizzle’ (style). In this 20-minute session, you’ll learn...

Establish a stress-free Earnings Presentations System

Optimize your decks with this outline Are your earnings presentations often lengthy and lacking clarity? You’re not alone. Many presentations lose their essence over time, becoming unwieldy and time-consuming to create. Here’s how we think about earnings content — we’ve developed a framework that’s a good “starting point” for most...

How does your Presentation measure up?

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