which is what impact intelligence is intended to do. “Bringing the combination of business, strategy,


finance, communication, marketing, geopolitics and investor relations expertise enables the collection and analysis of intelligence that helps structure the investor discussion and strategic analysis to uncover perspective that will elevate valuation,” Hayes adds. “It is the combination of the team and approach that enables a public company.” To says Corbin Advisors is already engaged in discussions with clients on how artificial intelligence (AI) is being utilized by the street and what that means for content, delivery and leave-behind materials. “At the end of the day, however, the institutional


investors who are attending these events are humans who are making investment decisions based on their own fundamental research, experience and sound judgement,” he explains. “Investors are looking for companies with a mul- tidimensional approach to AI – companies that look at their business strategy and determine whether AI will enable that strategy,” Hayes suggests. He adds that many CEOs want to adopt genera- tive AI in 2024 in some way in their business, but it will be critical to be able to describe how the techni- cal infrastructure and coding structure enable the monetization efforts as well as the talent strategy. “It will be critical for deep business, technology and


AI expertise to inform that narrative or it will fall flat with investors and damage the company’s credibility,” Hayes says. “Given the complexity of the space, topline understanding of messaging has real downside potential.” “AI is fantastic. I use it every day to analyze reports and find and summarize key points, it’s a huge time- saver,” Marcus says. “Te challenge is using a public model as you cannot load non-public material.” He believes there’s certainly a role for AI in Investor Day but warns, be careful about the data that you load. “It’s early days with regard to AI and Investor Days


so it’s difficult to ascertain what the full impact is likely to be,” Nordwall explains. “Tat said, one can see that AI is likely to play a role in the sourcing, sorting and gathering of the data in the short to medium term.” Nordwall says she can also see the possibility of using AI to enhance a virtual experience of a com- pany’s remote operations. However, she believes this


niri.org/ irupdate


will only play second fiddle to the real experience as more and more companies return to live events.


The Production “Investor Days have evolved almost beyond recogni- tion from the typical events pre-pandemic,” Nordwall points out. “Gone are the days of all-day events that largely only catered to the audience in the room, to be


“It’s not just a presentation, it’s an event, so logistics matter. Every aspect of the in-person and virtual event needs to be easy, seamless and simple so it does not distract your investors – you want them to focus on the message.” — John Hobbs, Albany International Corporation


replaced by shorter, crisper hybrid events consisting of in-person attendees and a global audience online.” Fine runs the NIRI Masterclass on Creating Com-


pelling Investor Presentations twice a year. “Te meat of Investor Day is the presentations,” he says. “Our philosophy on best practices that make presentations look different is understand market perceptions and address them head on; use just a few key messages – imagine the headline; and create compelling pre- sentations that reflect best practices in presentations.” Fine notes presentation best practices encom- pass clear messages, logical flow, effective slides and great design. “It’s not just a presentation, it’s an event, so logistics


matter,” points out John Hobbs, Director of Investor Relations at Albany International Corporation. “Every aspect of the in-person and virtual event needs to be easy, seamless and simple so it does not distract your investors – you want them to focus on the message.” He notes that the little things matter, which might include ensuring every presenter has car service, they are pre-checked in to a nice hotel room that is ready for them. Hobbs adds if your company is not able to have


outside resources, then the IRO needs to be engaged to make sure all the little things happen.


IR UPDAT E ■ WINT E R 2 0 24 2 1


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