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The Offensive Strategy:
Best-in-Class Investor Days

Best Practices to Educate and Outperform

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

When economic climates are uncertain, how can you make your event stand out against the rest?

Thang To and Rob Lockerman, from Corbin Advisors’ Investor Day Practice, presented a detailed overview of Corbin’s proprietary research, followed by a panel discussion with guests: Ed Egl, Vice President of Investor Relations at WM;  Philip Ng, Managing Director at Jefferies LLC; and Denise Pacioni, Senior Manager of Investor Relations at AeroVironment.

Topics Discussed

  • How to tell a more impactful investor day story
  • How to manage stakeholder expectations amid macroeconomic uncertainty
  • Practical tips on executing a best-in-class investor day

Panelists

Ed Egl - portrait

Ed Egl

VP, Investor Relations
WM

30+ years; primary liaison for day-to-day inquiries from investors and stock analysts, communicating the company’s business strategy and competitive position in the marketplace

Philip NG - portrait

Philip Ng, CFA

Managing Director
Jefferies LLC

20+ years; equity research covering Building Products and Paper & Packaging; serving as a top-ranked buy side analyst with a focus in industrials

Denise Pacioni - portrait

Denise Pacioni

Sr. Manager, Investor Relations
AeroVironment

25+ years; experience in corporate investor relations, corporate finance and banking, financial planning, business development and operations

Moderators

Thang To, SVP - portrait

Thang To, CFA, CPA

SVP & Head of Investor Day Practice
Corbin Advisors

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, Advisory
Corbin Advisors

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.

Our growing repository of proprietary, research-based insights on the rapidly developing ESG landscape has fueled our thought leadership on this important topic. We began building our ESG knowledge base in 2010, surveying institutional investors globally on the topic, so we can provide our clients with expert experience today.

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