Voyager Institutional Services, LLC

Tips for Regional Investor Meetings

Time is valuable. Do some advance work; visit regional markets on your own to evaluate the investment climate and to determine where there is significant interest to warrant management’s time on future trips that take you to/through the region.

Begin your roadshow in a regional market. This allows you to become comfortable with your story, get a flavor for the topics and questions on the minds of investors and prepare management for the more intense meetings typical of the money centers.

Consider stopping by a regional market while traveling to/from a scheduled meeting or conference elsewhere. Triangulating another city can be a very efficient use of your travel time.

Be more productive by visiting two cities in one day … Pittsburgh & Cleveland, Cleveland & Columbus, Columbus & Cincinnati, and Milwaukee & Madison are a two hour drive from each other and very do-able for investor meetings.

Send an electronic copy of your presentation ahead of your visit to familiarize your audience with the company’s story which allows the meeting to be more productive. This is especially true for small-cap companies that have less analyst coverage and are not as well known.

Articles

Meeting Investors: Telepresence is Changing the Dynamics

This article appeared in Investor Relations Update
in the February 2010 issue beginning on page 10.
» Download PDF

When you hear the word telepresence, is the first thing that comes to your mind video conferencing? If you are like the majority of people — and most IROs — right now you are visualizing a camera perched on a dusty 32-inch Sony, unused and taking up space in your conference room. For the sake of this discussion, push the entire AV cart out the third-floor window.

Changing Environment for Company-Institutional Investor Meetings Part I of Two-part Article on Road Shows

This article appeared in Investor Relations Update
in the February 2008 issue beginning on page 10.
» Download PDF

Among the many changes taking place in the capital markets, and presenting greater challenges for the IR officer, are those involving face-to-face meetings with current or potential institutional investors. Do we still maintain a tight focus on the sell-side? How do we better penetrate the buy-side investment community? Do investor labels have meaning any more – value, momentum, GARP, large-cap investors…how do we know they really are what the label says?