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Conference Material Site sponsored by Ipreo  
Why Now?
Analyst Days can be overwhelming and require a significant amount of planning to effectively execute. Management schedules are challenging, so preparation is key to ensuring that executives and business leaders view this as a good use of their time and company resources. Analyst days continue to be a vitally important venue for a company to broadly communicate key information to the financial community. This annual or biennial event is an ideal platform to capture investor and analyst mindshare, demonstrate the breadth and depth of the management team and update the Street on company strategy and direction. The quality of information, as well as the means by which it is conveyed, can positively influence investment decisions, and consequently, valuation. A well-executed analyst day, supported by clear and consistent messaging, provides management with the opportunity to differentiate their company as an investment. It also represents one of the most cost-effective means of value-creation.
Actionable Takeaway Documents
  • Analyst Day Timeline and Checklist

Session Material
Attendee access, log-in required
Planning An Effective Analyst Day*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6A (Convention Center Level 6)
Category: IR Marketing/Outreach | Secondary Category: Communications

This session will provide an in-depth overview of executing an analyst day and address the fundamental components and processes as well as best practices from the buy-side point of view. Key topics to be covered will include planning, both internally and externally, specifically timing, length, location, attendance, presenters, give-aways and what to expect.

A portion of the session will be dedicated to developing an effective analyst day presentation, including examples of content design and delivery.

Moderator/Lead Speaker:
Rebecca Corbin, Founder & Managing Director
Corbin Perception Group, LLC

Carol DiRaimo, Vice President, Investor Relations
Jack in the Box

Coleman N Lannum, CFA, Vice President, Investor Relations
Covidien, Plc

Marty Palka, Chief Intelligence Analyst, Investor Relations
    Learning Objectives:
  • Obtain an in-depth understanding of how to approach and successfully execute an analyst day
  • Gain knowledge of key elements and proper organization of content
  • Leave with helpful tips for maximizing the impact of the event through planning and pre-work processes as well as post-event follow-up
* Draft description as of 6/28 3:51 pm, subject to change

Contact Tammy Dang ( with session inquiries.