Meeting Notes

Investor Days - How to Make Yours More Strategic

The Cincinnati Tri-State Chapter of NIRI met at Interact for Health Conference Center on March 29. The lunch meeting included a presentation by Kelly Dougherty, CFA, vice president, Rivel. We appreciate Kelly’s willingness to visit Cincinnati and share information with our group.

Kelly discussed Rivel’s buy-side research on Investor Days,  which are a unique opportunity for a company to spotlight their long-term strategy and vision, as well as provide investors a forum to interact with their management team - both C-suite and divisional/operational leaders. The importance of regular investor days is grossly underappreciated by corporates. The vast majority of investors (90+%) think companies should host investor days every one or two years yet most companies do not hold them regularly, if at all.

For more information on investor days or other investor engagement topics, please contact Kelly Dougherty at Rivel Research Group – kdougherty@rivel.com