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Mock Financial Analyst Conferences

Mock Financial Analyst Conferences. Kevin M. Brett J410 May 28, 2013. Why Financial Analyst Conferences?. Enhanced Relationships with Buy-and-Sell Side Analysts and Media Generate Excitement for Investors/Employees Project a Company on the Move

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Mock Financial Analyst Conferences

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  1. Mock Financial Analyst Conferences Kevin M. Brett J410 May 28, 2013

  2. Why Financial Analyst Conferences? • Enhanced Relationships with Buy-and-Sell Side Analysts and Media • Generate Excitement for Investors/Employees • Project a Company on the Move • Promote Better Understanding of Business Strategies/Value Proposition (Financial Models)

  3. Financial Analyst Concerns • Selective Disclosure of “Material” Information • Inadvertent Release of Proprietary Information • Anti-Trust Statements • Tipping off Competitors/Plaintiff Bar • Wrong Timing (e.g., Quiet Period); Wrong Venue

  4. Your Financial Conference • AMZN; NKE; Tuesday, June 4 • JWN, SBUX; Thursday, June 6 • Advisory Sent This Week • News Release Issued Day of Conference • “Class Project: Do Not Trade” • Add Info About Webcasting • PowerPoint/Prezi Presentation • Q&A Sheet

  5. Financial Analyst Conference Protocol • CEO Serves as master/madam of ceremonies • CEO Outlines Strategy; How the company makes money • CFO Reviews Income Statement/Balance Sheet Strength • CMO/COO Makes “Material” Announcement. • Questions?

  6. Financial Analyst Conference Proceedings • CEO Welcome • CEO Strategy • CFO Financials • CMO/COO Announcement • CEO “Headlines/Takeaways” • Questions * Business Attire

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