No matter the curveball thrown, they pivoted.
They were an extension of our team who put in as much care as our own employees. Couple that with flawless onsite production and we couldn't imagine working with anyone else.”
Investor days are high-stakes, and getting every detail right matters. Our team specializes in producing all aspects of investor and analyst days, from the stage to the webcast. We’re here to make your day run smoothly so you can focus on the big picture.
Trusted by financial services leaders






From strategy to show day, we can handle every part of your event. Plug us in wherever you need us, and work with one consistent team.
We start with what your event needs to accomplish, then build the agenda and all details around your key goals.
Themes and experiences that reflect your brand and keep analysts engaged from the opening keynote to the final Q&A.
Tech rehearsals, speaker run-throughs and backstage support for your CEO, CFO and business leaders.
Venue sourcing, contract negotiation, logistics and registration, so your team can focus on the big picture.
Audio, lighting, LED walls and confidence monitors, all run by a team who knows your cues by heart.
Multi-camera video, clean audio and slides delivered to your webcast platform, with a backup internet connection and a dedicated webcast producer.
Financial institutions served in the last two years
Net Promoter Score
Years in Operation
Here’s how we cover your event both in the room and on the livestream.
| In the room | On the webcast | |
|---|---|---|
| How do presenters stay on track? | Confidence monitors, teleprompters and speaker timers | A webcast producer running every cue from the run of show |
| How do slides look? | An LED wall or screens sized for the room | Presenter and slides side by side, or full screen when the data needs it |
| How do videos play? | Clean to every screen | Sent straight into the stream, not filmed off a screen |
| How do analysts ask questions? | Mics that feed both the room and the stream | Typed questions screened by our team and sent to your moderator |
| What if something fails? | Backup switchers and presenter equipment onsite | Backup encoders and a cellular connection if the venue internet drops |
| What do we get afterward? | Event photos and video | Recordings and viewer engagement data |
No matter the curveball thrown, they pivoted.
They were an extension of our team who put in as much care as our own employees. Couple that with flawless onsite production and we couldn't imagine working with anyone else.”
“
We fully understand how high-stakes investor days are for our clients. We take intensive steps to ensure everything goes smoothly, and that attendees are focused on the event and not the webcast. What I love is giving teams that peace of mind on their biggest day.
Dustin HughesWebcast Producer, Meeting Tomorrow
It depends on your needs. We often recommend Zoom Events, as its features are often a great fit for investor days. However, if you already have a webcast provider, we can work within it and send our feed directly to it.
Most investor days start planning 6 to 12 months out. That leaves time to secure a venue and send a save-the-date about three months before the event.
Viewers type questions into the webcast. They can then be screened and sent to your moderator on stage. In the room, every question goes into a mic, so remote viewers hear it too.
Every webcast we produce has backups at each layer, including backup encoders and switchers onsite and a cellular connection that takes over automatically if the venue’s internet fails, so the stream keeps running. A dedicated webcast producer monitors it for the whole event. We know a reliable webcast is also a compliance and Reg FD concern, which is why we take intensive steps to ensure reliability.
We schedule dedicated technical rehearsal time with every presenter, with onsite speaker coaching and confidence monitors so your leaders feel ready before doors open. For most investor days, we recommend a load-in day, a full rehearsal day and then the event day.
Yes. Our producer switches to full-screen slides for detailed data and cuts back to the presenter for key moments. We’ll test every deck and video during rehearsal.
Security and confidentiality are a top priority for every financial event we produce. We review your content securely before the event and keep it private until your presentation goes live.
We’ll walk through your audience, venue and webcast needs and recommend a plan.