Orkla annual investor day

Transform your annual investor days & AGMs

October 4, 2019

Can you improve your annual investor day?

Investor days, AGMs and CMDs – for public companies and private funds – are important for investors and analysts.

But these events, when virtual, can also be dull.

Ask anyone to describe a poor investor day and they will use words like ‘boring’, ‘inward-looking’, ‘irrelevant’, ‘laboured’, ‘lengthy’, ‘perfunctory’, and ‘death by PowerPoint’.

That’s a real pity, because a well-run virtual investor day can make a difference to investors and analysts and therefore to your share price, bond price or likelihood of re-investing.


What does a good virtual annual investor day look like?

If you ask investors to describe good investor days, you will hear words like: ‘interesting’, ‘useful’, ‘valuable’, ‘reassuring’, ‘insightful’, ‘helpful’, ‘inspiring’ and ‘fascinating’.


Based on 10 years advising companies and funds, our team at BBA have identified seven ways you can improve your next investor day.

Call now to improve your annual investor day

Seven ways to create successful annual investor days


1. Teach, don’t tell

There is always a temptation to lecture investors – update them, inform them, tell them.

Sometimes that’s appropriate, but too often that approach leads to dull presentations.

Instead, have a teaching mindset. You are the expert on your business. For others to continue to believe in you, you need to teach them about your business.  And by teaching them, you help them see the business as you want them to see it.

In this way, you can improve investor perceptions, feelings and confidence in your business. For example, stories, examples,


2. Help investors report back to their Investment Committees

Your investor or analyst will come to your meeting with a job to do:  report back.

Most will need to write some sort of report – whether one line or 60 pages.

  • Are you making it easy for them to write that report? 
  • Is it clear what you are saying?
  • Do you give them the words to use and the best ways to speak about your business?
  • Have you used memorable metaphors and analogies?

If you make it easy to talk and write about you, you will get better understanding and stronger support.


3. Address investor concerns

This should be obvious, but it is often neglected.

If there are concerns, whether it’s about the market, competition, recent performance or unexpected news, you need to address them, proactively during the investor day.

It’s a mistake to avoid bad news.

Much better to address it head on and anticipate it.  And remember what you promised last year. The notes from your last investor day are the first thing that most analysts will read before this event.

Call now to improve your next investor day

4. Don’t assume knowledge

One big mistake is to assume that investors know your company as well as you do.

Some will know a lot, but for others it could all be very new.

You will do better if you  start from the basics and remind them, quickly, what your business does and what’s special about you.  Using this approach you are giving your investors a reminder in your words, not their half-remembered interpretations.

Call now to improve your next investor day

5. Be interesting and memorable

To make something stand out and stick in the mind, you need to use the right tools.

There’s a huge toolbox of techniques you can call on to give your investors something to take away and use to talk about you.  One of the most memorable events we saw was a food producer running a capital markets day in London.  Their big innovation that year was a giant pizza that captured a big market share.  So they flew over some chefs and pizza ovens to feed all the analysts and investors with fresh pizza.

Unusual and memorable.

Call now to improve your next investor day

6. Improve impressions, don’t not just supply data

An investor day is about so much more than facts.

An old saying we use is “facts get forgotten, stories get repeated”. That is because facts are meaningless without a story to describe them.  For example, 14, 35, 34, 16, 57, 41 are meaningless numbers.  But with an explanation such as ‘the combination to the safe’ or ‘next week’s winning numbers’ or ‘the grid reference for the pot of gold’ they instantly have meaning.

One of the first questions we ask our clients is: “describe the impression you want to leave with investors”.  Very often the senior team has not thought about this so we need to help them find the right idea.  But once you know what you want to achieve with investors, it’s much easier to find the messages, the stories, the theme of the day.

From this solid base you can develop the individual presentations and show how they link into the main story.

Tell a story; don’t dump data.

Call now to improve your next investor day

7. Make the whole investor event enjoyable

The BBC’s old moto is to ‘Inform, educate and entertain’.

You should aim to do the same in your investor days. Investors will remember you better if they have had an enjoyable experience.

You can achieve this in a number of ways – for example the obvious: making interesting and relevant presentations, all delivered well.

But you can also plan your event to be inspiring and enjoyable.  For example, are you giving investors a chance to meet the wider management team?  Are you showing them something new and exciting?

And for today’s virtual settings it means rethinking how you run your event. Presentations will be shorter, what you say will be bigger and bolder, and you will need to fight harder to keep attention.

If they enjoy themselves, you will improve perceptions.



How we at BBA can improve your virtual investor day

When we advise – public companies and private funds – on investor days and AGMs, support can vary from rehearsing the speakers to helping think through the whole event from beginning to end.  We categorise our support in three areas:

  1. Help you decide what you want to say – messaging
  2. Support you in polishing your presentations
  3. Rehearse and refine your performance


Next steps

Call us to discuss how we can help you run a memorable investor day, AGM or CMD. We’ll help your investors feel happy, confident, and excited about your future.
Call now to improve your next investor day

About Benjamin Ball Associates

Benjamin Ball Associates Team

Benjamin Ball Associates helps clients to communicate better.

Over the years the BBA team has coached thousands of senior executives globally to present themselves to investors. You get access to a transformational toolbox of techniques to help you become a clear, confident communicator.

We’ll help you create a powerful first impression that hooks and engages your audience immediately and we’ll transform you to deliver clearly, confidently and with impact.

Speak to Louise on +44 20 7018 0922 or email louise@nullbenjaminball.com to find out more and discuss your upcoming investor event.


Contact us to transform your annual investor day

More valuable advice...

Fundraising Presentations: an essential guide for persuading investors

Mar 21, 2021

Your Essential Guide to Fundraising Presentations. Are you looking forward to challenging questions from investors, long days and multiple meetings?...

Read More

The Best Investor Presentation – How to create one – techniques from psychology

Apr 13, 2016

Five ways to create the best investor presentation If you want investment, you need the best investor presentation. But investment...

Read More

Why good public speaking skills make you a better leader

Nov 11, 2016

Do your leadership public speaking skills inspire, motivate and influence others? They should. Many leaders are nervous of public speaking....

Read More

Five Golden Rules to Create a Great Investor Pitch Book

Mar 10, 2018

A great investor pitch book is at the heart of successful fundraising. You use it to capture the essence of...

Read More

Why Body Language Matters When Pitching to Win Business

Jun 29, 2012

Better Body Language We all know that body language is important in business.  But how important? And does is really...

Read More

Private Equity Fundraising Tips from the Experts: Become a Top 1% Fund

Sep 06, 2018

Five Top Fundraising Tips At SuperReturn Emerging Markets in Amsterdam, experienced LPs and advisors shared their private equity fundraising tips...

Read More

How to create a powerful investor elevator pitch

Mar 07, 2016

A great elevator pitch is an essential part of your pitch toolkit Last month I chaired the Quickfire Showcase elevator...

Read More

How to prepare for media interviews

Jan 16, 2013

You must prepare for media interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is one example of...

Read More

How To Write So People Will Read – 6 Great Tips

Mar 11, 2018

How do you write well for business? Could you be more impressive with better writing? These days, we are writing...

Read More

How well do you answer difficult investor questions?

Nov 16, 2017

How to answer difficult investor questions When an investor questions how you calculated your Private Equity fund's performance, how do...

Read More

How to Choose a Public Speaking Coach

Aug 21, 2017

How do you choose a public speaking coach? When selecting a public speaking coach or presentation trainer, you want to work...

Read More

10 Power Language techniques to use in your next talk or presentation

Sep 06, 2017

How To Use Powerful Language For Leadership Communications   Great leaders use Power Language. It adds interest and colour to...

Read More

What is The “So What?” Test? – And how to use it.

Dec 30, 2019

So What? is probably your most important question. When you put your talk or presentation together, how do you decide what...

Read More

Better private equity fundraising | Seven tips for first investor meetings

Dec 10, 2015

What do LPs want from private equity funds at first investor meetings? That's the question I put to the panel...

Read More

How do you pitch investors?

Sep 21, 2016

What do investors really want? Six tips We wrote this piece with our Private Equity clients in mind. But there...

Read More

Give high impact talks and presentations – 5 simple tips

Mar 01, 2017

Do you want to give high impact talks and presentations? Do you want to engage your audience? And do you want...

Read More

Business storytelling for better business

Jul 05, 2020

How do you use storytelling in business ? Leaders use storytelling so that audiences listen, remember and act on what...

Read More

How to Make Your Investment Pitch More Memorable – Six Tips

Mar 29, 2017

How do you make your investment pitch more memorable? It's a real challenge these days. Investors have more opportunities than...

Read More

Effective presentation skills you must learn

Nov 30, 2019

Your leadership talks need to be effective As a leader, every talk or presentation you give is an exercise in...

Read More

What do LPs want from your private equity pitch book?

Oct 14, 2015

A well-crafted private equity pitch book can make the difference between securing a first meeting with investors and getting a...

Read More