From Roadshow to Investor Day: Strategic Timing and Planning
Timing and Importance of Post-IPO Investor Day
In this episode, David discusses the optimal timing for conducting an investor day after an IPO, typically falling within 12 to 18 months post-pricing.
This timing allows the company to demonstrate a performance track record, refine its strategic messaging based on market and investor feedback, and provide a longer-term financial outlook.
The discussion emphasizes the importance of showcasing progress, building credibility, and developing a strategic plan during the investor day.
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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David Calusdian
David Calusdian, President
Sharon Merrill Advisors
David is an accomplished communicator with more than 30 years of experience in advising and coaching clients through critical communications events. He has a proven track record of working with CEOs, CFOs and boards of directors to maximize stakeholder value, strengthen relationships and build credibility. He offers expert guidance in investor relations and communications at a strategic level to clients, covering a range of special situations such as IPOs, executive transitions, guidance revisions and M&A, among others. David graduated from Emerson College with B.S. and M.A. degrees in Communications.
David teaches clients how to communicate effectively through written and spoken language, as well as how to harness the power of the unspoken word—body language. An acknowledged authority on executive presentation coaching and strategic messaging, he excels in preparing management teams for investor interactions. He is regarded as an expert in developing executive presence and dynamic communication skills for the C-suite and board members.
David’s passions are swimming, biking and running. He is an Ironman triathlete.