Want to know how to put on a stellar capital markets day? In this playbook, we go straight to the source – investors and analysts from North America, Europe and Asia – to uncover what they really think about investor days.
Click to read Playbook: How to deliver capital market days that impress investors & analysts here >>
We explore the formats and timing they prefer, the content that keeps them engaged (or turns them off) and their expectations around Q&As, accessibility and follow-up conversations with IR teams. With regional insights spanning the US, Canada, the UK, Germany and Singapore, we break down how investor priorities differ and what best practices can help IROs maximize post-event engagement with their audiences.
As one analyst comments: ‘The analogy I use – since I’m a rower – is that you want to hear things that support the idea that everyone’s pulling the oars in the same direction, and that each of these little pieces of the investor day tie into the boat – or the company – moving forward with momentum.’
Dive into all things capital markets days now to hear from four voices on the Street, two IR professionals and get access to thought leadership from Lumi, offering insights into making hybrid work for you. This guide will help you to replace any guesswork around your investor day process with real investor feedback, helping IR teams refine their approach with confidence. Whether it’s ESG, innovation or long-term strategy, understanding what investors truly value can transform capital market days from routine presentations into impactful, strategic conversations.
It includes:
- When to plan your investor day, based on the timings that analysts and investors prefer
- What your audience will expect around Q&A, accessibility and follow-up conversations
- Why investors and analysts disengage from earnings days – and how to keep them interested
You’ll hear from:
- Stefanie Mollin, Independent global portfolio manager
- Thad Pollock, Executive vice president, head of equities, Mutual of America
- Tyler Mixter, Vice president, equity research, Mutual of America
- Joshua Lee, Head of portfolio management, Lombard Odier
- Eugeniu Baltag, Investor relations and M&A director, Purcari Wineries
- Marc Koebernick, Head of IR, Siemens Healthineers
- Sylvie Harton, chief business strategy officer, Lumi Global
Click to read Playbook: How to deliver capital market days that impress investors & analysts here >>
