Context helps online engagement flourish (example: RetailInvestorConferences.com)

Following up on last month’s post placing “IR engagement” in an uncomfortable juxtaposition with social media (read here), we have an example of engagement in a positive light. What’s key to note is that the technology used is, well… pretty darn social. The difference is the engagement’s context sets an appropriate expectation for dialogue.

On April 3, we held our 37th event at RetailInvestorConferences.com. These events are virtual investor presentations– CEOs and other executives webcasting to hundreds of current and potential investors. These conferences are not one-way CEO monologues. They are open dialogues. In fact, our presenting companies tell us again and again that the two-way engagement is the favorite aspect.

Two opportunities to engage:

1.) During the live, formal (slide) presentation, individual and institutional investors – at par - text in questions, live in real-time.  As you’ll read below, these are not softballs.

RIC_Qs

The CEO worked his way through the whole list. Details fuzzed for privacy. Click to enlarge the image.

2.) Post presentation, everyone is automatically transferred into the presenting company’s “virtual trade booth” where the Q&A session continues in a social media chat mode. 100% open and un-squelched. That’s about as social as you can get. Kudos to our transparent and “social” CEOs.

This is the live chat dialogue - still open to read in the company's booth... no need to fuzz here!

This is the live chat dialogue – still open to read in the company’s booth… no need to fuzz here! Click the image to read.

Why is this mode of social media engagement successful for the issuer and investor alike?  It’s the context of the event itself:

  • The CEOs and senior teams have set aside the time expressly to have a dialogue with investors. As we know (read here), bandwidth is a concern of IR in regards to “ad hoc” social media. The investors (audience members) know their question will be seen and answered.
  • The booth discussion is generally in context to the preceding presentation. That focuses everyone to stay on point. No slip-of-the-selective-disclosure tongue.
  • It’s a committed audience. An audience member must take the brief effort to log-in to attend the event. From a Marketing POV, that action qualifies the person which generally affirms their engagement and interest. The issuers get hard, educated questions.

Proudly, last week’s event was one of our best – all focused on MLPs. The audience was a blend of retail and professional investors from:

Alhambra Investment Partners, LLC  |  Alliance Financial Group, Inc.  |  Allstate Financial  |  Antonio Financial Group  |  ARK Investment Management  |  AXA Advisors  |  Axiom Capital  |  Berkshire Capital  |  Bryan Advisory Services LLC  |  Commerce Family Office  |  Credit Capital Investments, LLC  |  Cypress Wealth Management, LLC  |  Deutsche Bank  |  Emerald Bay Wealth Management  |  Fidelity Investments  |  First Dallas Securities  |  Georgina Asset Management  |  Gratia Capital  |  Great Valley Capital Advisors  |  Infrastructure Capital Management, LLC  |  Jones-Richards Capital, LLC  |  Merrill Lynch  |  Millennium Capital   |  Montage Investments  |  Mutual of Omaha Investor Services  |  Needham & Company  |  Oppenheimer & Co.  |  PHS Investment Capital  |  Rosenthal Advisors  |  Schneider Investments  |  Sofia Capital Management  |  Steiner & Ellis, PLLC  |  Tamarin Financial  |  Tandem Wealth Management  |  The Public Register  |  Tiger Veda Management LLC  |  United Capital Financial Advisers  |  Wallach Planning & Investments  |  Wells Fargo Advisors, LLC  |  Woodberry Capital  |  SilverArc Capital  |  SMB Financial Services  |  Vestra Financial  |  Waterfront Capital, Inc.

Engagement is essential to investor relations:  set and meet expectations for dialogue in any media.

Have a great day.

a

3 responses to “Context helps online engagement flourish (example: RetailInvestorConferences.com)

  1. Pingback: InvestmentNews.co | UBM Plc (UBMPY: OTCQX International Premier) | Technology and Context Help Online Investor Relations Dialogue Flourish - InvestmentNews.co

  2. Pingback: UBM Plc (UBMPY: OTCQX International Premier) | Technology and Context Help Online Investor Relations Dialogue Flourish | News to Watch

  3. Pingback: UBM Plc (UBMPY: OTCQX International Premier) | Technology and Context Help Online Investor Relations Dialogue Flourish - Virmmac | Virtual IR, Marketing, Media and Administration Center

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