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Conference Material Site sponsored by Ipreo  
Why Now?
Competing for investor attention has never been more difficult. There are more public companies than ever before, fewer analysts and a highly competitive investor marketplace. Many companies, however, continue to use presentations that miss the mark. The visuals are often difficult to read, the slides are cluttered and most important, the reasons for investing in the company not clear.
Actionable Takeaway Documents
  • A comprehensive 80 slide handout which includes the six step framework, numerous examples and tips
  • A Presentation Audit for participants to use evaluating their own presentations and a handout on utilizing presentation and visuals on the road

Session Material
Attendee access, log-in required
Creating Compelling Investor Presentations*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 611-614 (Convention Center Level 6)
Category: Communications | Secondary Category: IR Marketing/Outreach

The session will explain everything you need to know about creating a compelling presentation. Participants will learn the six keys to success:

1. Recognizing the specific needs of an investor audience

2. Developing clear messages

3. Organizing the content into a logical flow that tells a story

4. Creating high-impact visuals

5. The role of design

6. Effective delivery

It is a practical session and includes numerous examples of effective slides.

Moderator/Lead Speaker:
David Fine, Principal
Fine Communications

Jane Elliott, Senior Vice President of Strategic Planning and Investor Relations
Global Payments, Inc.

George Rosche, Investor Relations Leader
Owens Corning
    Learning Objectives:
  • How to create an effective presentation
  • Attendees will learn how to maximize the effectiveness of visuals and combine with messaging
  • Attendees will also learn effective delivery of messaging and will understand the importance of using presentation materials on the road in marketing and investor outreach
  • Discussion around what portfolio managers want to see in presentations to ensure they get passed to analysts
* Draft description as of 6/28 3:51 pm, subject to change

Contact Tammy Dang ( with session inquiries.