What makes for an effective investor presentation? [Video]

By David Calusdian, Executive Vice President & Partner We’ve all seen bad investor presentations at various conferences. But what makes them bad? The purpose of an investor presentation is to convey the company’s investment thesis. If the presentation does not succeed in articulating the investment thesis in a memorable way, it has failed. So how…

Developing an Investor Relations Program for an IPO Company [Video]

By Maureen Wolff, President and Partner Companies planning to go public need to be able to hit the ground running on the day of the IPO pricing with an investor relations program.  In order to prepare, Sharon Merrill President and Partner Maureen Wolff provides tips on what to do before and after the S-1 filing…

Reading Body Language: The Investment Community’s New Secret Weapon

“Lie to Me.” The name of the prime time drama on Fox is a challenge.  “Go ahead.  I dare you to try to pull one over on me.”  The show’s protagonist, played by Tim Roth, is an expert in detecting deception and is hired by corporations, government agencies and private citizens to analyze body language.…

How to Build a Compelling Investment Thesis for Your Investor Presentation

In a recent blog post, “Giving Life to Your Investor Presentation,” David Calusdian suggests a number of valuable ways to improve not only the investor presentation itself but importantly the delivery of the content. One critical element identified by David is the development of a strong investment thesis that ultimately binds the presentation together. What…

Giving Life to Your Investor Presentation

Yesterday afternoon I presented a workshop entitled, “Giving Life to Your Investor Relations Presentation. . . and Your CEO” at the National Investor Relations Institute’s Annual Conference.  We’ve all seen bad investor relations presentations.   But what makes them bad?  The purpose of an investor presentation is to convey the company’s “story,” which is essentially its…