Playbook: How to deliver capital market days that impress investors & analysts

Investor days – or capital market days (CMDs) as they are increasingly known – are a staple of the IR calendar: a crucial opportunity for companies to showcase their vision, strategy and leadership to the investment community. But how much of what’s presented actually resonates with investors and analysts? And, more importantly, what do they wish companies would do differently? This Playbook, written with Lumi Global, dives into the world of investor days to help you deliver the best for your investors.

Hearing from both investors and analysts as well as seasoned IR professionals, you’ll learn:

• When to plan your investor day, based on the timings that analysts and investors prefer
• What the investment community wants in terms of content, and how regional preferences differ
• What your audience will expect around Q&A, accessibility and follow-up conversations
• Best practices for post-event engagement around the world
• Why investors and analysts disengage from earnings days – and how to keep them interested.

This playbook contains tips and desires shared by investors and analysts – many of them on our IR Impact Award judging panels – on what they want from investor days as well as what turns them off.

It also features deep-dive case studies with IR professionals that look into how they plan their investor days, tools they put to use to entice investors and analysts out of the office and how they measure the success of these events.

Based on these interviews – and with tips from Lumi Global as well – this playbook offers logistical assistance to help you shape your next CMD.

From the Street, we 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.

IR professionals Eugeniu Baltag, investor relations and M&A director at Purcari Wineries and Marc Koebernick, head of IR at Siemens Healthineers, share the wealth of their experience on CMDs.

Sylvie Harton, chief business strategy officer, Lumi Global, offers insights into how to make the most of the hybrid model so that your event feels like a unified experience for all.