Description | - Presentation to investors who have been invited by a broker or financial institutions to a one-day or multi-day program
- Investor conferences of independent providers, especially «Investora» in Switzerland, are less frequent and primarily geared towards small and mid-caps
- There is an opportunity for one-on-one meetings before and after the presentation
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Purpose | - As one-on-one meetings and roadshow
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Occasion | - As one-on-one meetings and roadshow
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Content | - As one-on-one meetings and roadshow
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Tips | - In contrast to the one-on-one meetings, presentation skills are critical here. Who from the management team is especially good at this? It doesn’t always have to be the CFO.
- Either way, presentation skills can be trained and actually always improved, on the basis of constructive feedback…
- …as well as on the basis of good preparation. A training run before an important investor presentation, including simulated Q+A, prepares the speaker mentally for the occasion.
- Presentations via the platform Salesforce are also efficient and effective; they can be used, together with an analyst or brokerage team, for a pitch to stock traders. The brokerage teams invite their traders to participate via a web or telephone conference.
- Following the coronavirus pandemic, virtual investor conferences have become more common.
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