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Executing a Best-in-Class Investor Day (And Also, What Not To Do)​

According to our proprietary research:

Investors have specific expectations about 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

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.

Discussion Topics

  • Investor day execution roadmap
  • Most impactful elements of an investor day
  • Top 5 best and worst practices

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Panelists

Renee Campbell, SVP, IR & Treasury Valmont - portrait

Renee Campbell

SVP, IR & Treasurer
Valmont (NYSE: VMI)

25+ years of financial experience at Valmont, Ms. Campbell has well-established relationships with investors, industry analysts, banks, credit rating agencies and other external and internal stakeholders

Calene Candela, VP, IR Ryder - portrait

Calene Candela

VP, IR
Ryder (NYSE: R)

30+ year Ryder veteran, Ms. Candela leads the Company’s IR team as VP of IR since January 2023; previously, she served as group director of IR and continues to work closely with Ryder’s financial functions in her new role

Tabitha Zane, VP, IRTopBuild - portrait

Tabitha Zane, IRC

VP, IR
TopBuild (NYSE: BLD)

30+ years industry experience; Ms. Zane joined TopBuild in October 2015 as VP, IR; previously, she was the VP of IR and Corporate Comms for Highwoods Properties, a NYSE-listed REIT, which she joined in 2002

Moderators

Thang To, EVP - portrait

Thang To, CFA, CPA

SVP & Head of Investor Day Practice

20+ years; industry veteran with deep equity markets and investor relations experience; former sell side analyst, credit analyst, and Fortune 100 IR team member

Rob Lockerman, Vice President - portrait

Rob Lockerman, CFA

Vice President

20+ years; experience in strategic planning, business transformation, ​and investor relations in the financial services and insurance industries​

Any unauthorized use, duplication, redistribution or disclosure of this proprietary research (the “Presentation”), including, but not limited to, redistribution of the Presentation by electronic mail, posting of the Presentation on a website or page, and/or providing to a third party a link to the Presentation, is strictly prohibited. The information contained in the Presentation is intended solely for the recipient and may not be further distributed by the recipient to any third party. Thank you for respecting our Intellectual Property and recognizing the challenges we face, including significant loss and brand erosion, when it is shared outside of designated recipients.

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.

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© 2024 Corbin Advisors. All Rights Reserved.
© 2024 Corbin Advisors. 
All Rights Reserved.
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