Case Studies - Investor Conference Prep

Investor Conference Preparation:

Crafting Messaging that Resonates with Key Stakeholders

Challenge

Prepare newly appointed CEO & CFO for largest industry-specific investor conference of the year

Developed a fresh narrative around the Company’s growth story and long-term strategy

Created investor presentation, scripts and investor Q&A

Conducted prep sessions with management & Board

Immediate stock price gains during conference

Attracted new long-term strategic investors

Proactively surfaced shareholder concerns for Board & management consideration