Delivering an Investor Day with Impact
Delivering an exceptional Investor Day requires a team of experienced partners that understand the investment community and their expectations
Investor Days are Best Practice
At Corbin Advisors, we have seen first-hand the meaningful impact a compelling investor day has on investor and analyst sentiment and valuation. Our expertise, strategic direction, and tactical execution consistently deliver impact for this key constituency.
According to our proprietary research, Investors have specific expectations surrounding Investor Days… and that’s our expertise.
View investor days as a valuable use of their time, when successfully executed
Report content presented at an investor day led to a buy decision / rating upgrade
Favor content-rich slides vs. great graphics / fewer words
Our proprietary research informs us that best-in-class companies host investor days every 2-3 years, irrespective of market cap.
Our proprietary research informs us that best-in-class companies host investor days every 2-3 years, irrespective of market cap.
Why Corbin?
Deep Expertise
At Corbin Advisors, our seasoned professionals with over 200+ years of industry experience bring a wealth of knowledge from their work with executive teams at leading global brands. This diverse experience uniquely positions us to shape market expectations and navigate the complexities of international markets with strategic acumen.
Senior leadership members within our Investor Day Practice have developed a deep understanding in decoding “The Street’s” expectations and excel at shaping perceptions of a firm’s strategic initiatives and approach.
Thang To, CFA, CPA
SVP & Head of Investor Day Practice
20+ years; industry veteran with deep equity markets and investor relations experience
Robert McConnaughey
SVP, IR Advisory and ESG
20+ years; expertise in strategy development, organizational leadership, and ESG/Impact investing
Amy Garbowicz
VP, Advisory & Special Situations
20+ years; expertise in strategy development, organizational leadership, and ESG/Impact investing
Rob Lockerman, CFA
VP
20+ years; experience in strategic planning, business transformation, and investor relations in the financial services and insurance industries
Zack Pollack
Director
10+ years; experience forecasting shareholder reactions and conducting predictive in-depth industry analysis
Ryan Lumb, CFA
Director
10+ years; experienced capital markets advisor; prior buy-side, sell-side, and in-house professional
Lucas Morgan
Sr. Manager
7+ years; best practice insight into design, investor presentations, and broader investor communication channels
Christine Besselman
Sr. Manager
5+ years; former sell side associate with expertise in capital markets and investor communications
Thang To
SVP & Head of Investor Day Practice
Robert McConnaughey
SVP, IR Advisory and ESG
Amy Garbowicz
VP, Advisory & Special Situations
Rob Lockerman
VP
Zack Pollack
Director
Ryan Lumb
Director
Lucas Morgan
Sr. Manager
Christine Besselman
Sr. Manager
Proven Approach
We have developed a proven 3-step approach to engaging investors, building management credibility, and positively rerating companies.
Our proven approach comprises:
Pre-event Voice of Investor® Perception Study
Our customized and comprehensive approach to primary investor research identifies factors that influence valuation and crystallizes what is within a company’s control to unlock value.
Based on statistically significant research, we deliver powerful insights and actionable, practical recommendations that enable our clients to capture maximum mindshare.
Event Strategy and Execution
Leveraging event planning experience and best-practice knowledge, we assist with every aspect of execution, streamlining the process and ensuring the event is a success and delivers on its objectives.
We serve as a sounding board, project manager and resource, providing the expertise and support necessary to execute a best-in-class investor day.
Communications and Messaging
Our report, based on a multi-question survey, captures sentiment and feedback on presentation content, delivery and event format, measures critical message retention, and benchmarks results against our proprietary database.
After months of strategic planning and execution, we assess and quantify the impact the event had on investor and analyst perception.
History of Results
Case Study: Large-cap Financial Services Company
Our Research and Experience Arms Clients with Intelligence and Recommended Actions
Prevalent Outcomes Supported by Our Primary Research
Reinforce Execution
Highlighted accomplishments following inaugural investor day in quarterly earnings calls and subsequent investor day
Reimagine and Innovate
Articulated a new vision for the company and clarified the expansive TAM
Pivot Story
Rearchitected investment thesis from “widget” provider to technology-enabled industry leader
Fortify Credibility
Continued to meet and exceed targets through strong financial execution and disciplined operating expense management
Committed to Delivering Results and Helping Our Clients Compound
CEO
We would certainly not have done the job we did without your help and insights. Much gratitude on our part. You are truly the best at this, and we are fortunate to be working with you. Additionally, you are a delight to work with and always upbeat, optimistic, direct and can-do. It is truly refreshing and uplifting working with you.
INVESTOR
It was helpful to have presentations from a number of the Company’s executives. The presentations have a good sense of their overall strategic direction.
CFO
I want to echo and amplify the remarks. Thank you so much for your inspiration, expertise and wisdom. You are honorary members of the management team! You help elevate us to another level. I am looking forward to our next engagement!
INVESTOR
I was very impressed with the level of transparency/additional disclosure and the quality of management presentations.
IRO
Thank you again for everything you and your team did to make our 2021 Investor Day a success. We were pleased with how the event turned out, from the strong content, to the polished logistics, to the great feedback we’ve received thus far.
INVESTOR
Thank you for a thorough walk-through of the businesses in a concise manner.
The Big So What™
Access Our Webinar
During our live Investor Day webinar: “Executing a Best-in-Class Investor Day (And Also, What Not to Do)”, members from Corbin Advisors’ Investor Day Practice presented a detailed overview of Corbin’s proprietary research, followed by a panel discussion with three highly successful IROs, and concluding with an open Q&A session.
Corbin Advisors is a strategic consultancy accelerating value realization globally. We engage deeply with our clients to assess, architect, activate, and accelerate value realization, delivering research-based insights and execution excellence through a cultivated and caring team of experts with deep sector and situational experience, a best practice approach, and an outperformance mindset.
A strategic consultancy accelerating value realization globally
Advisory Solutions
- Earnings
- Environmental, Social, and Governance (ESG)
- Initial Public Offering (IPO)
- Investor Days
- Investor Presentations
- Investor Relations Advisory
- Investor Relations Immersion
- Investor Targeting & Marketing
- Research as a Service (RaaS)
- Strategic Communications Gap Analysis
- Strategy & Communications
- Voice of Investor® Perception Studies
Leverage our team’s experience, expertise, and research-based solutions, which are proven to work for businesses of any size.
Members of the press, please contact our Marketing Team via email.
© 2024 Corbin Advisors. All Rights Reserved.