Eight tips for presenting at virtual investor conferences

Although the content (your story) is the same, presenting an online roadshow is NOT the same as presenting in front of a physical audience.

With over 40 virtual investor events on the board and participation in hundreds of hours of individual presentations by equities at RetailInvestorConferences.com, a few points rise to the surface that may guide your success. To be exact, virtual presentations are live, audio and slide webcasts with “presenter controlled” slide advancement. Online audience members can type and submit questions.

8.) Get a PROFESSIONAL photographer to make a head shot of the presenting executives. All virtual investor conferences (not just ours) request a speaker photo. Don’t use a cropped snapshot. Don’t use an iPhone and “go stand next to that wall.”

Spend the short money. Go to Sears. Go to JC Penny’s. You must do this.

Be cognizant that this is the only image of your presenter the audience will have. Ask yourself, “is that the face of trust?” The face people will give their money to?

7.) Unless your speakerphone is very, very expensive (or you do not have opposable thumbs) pick up and use the phone’s handset. Objectively, it ALWAYS assures the sound quality. Subjectively, the presenter can relax and just “talk normal” and your INVESTORS. DO. NOT. HAVE. TO. LISTEN. TO. THAT. ANNOYING. SPEAKERPHONE. SHOUTING. TONE.

6.) The competition is not a peer in your sector; it’s that cute cat video on YouTube. Get to the point quickly with a concise, 15 minute presentation. At a physical event, companies have the luxury of trapping investors in a room… not so with a virtual event.

Also, use plain English.


Insight comes from mega to micro-cap presenting companies at RetailInvestorConferences.com

5.) Simplify your slides’ visuals. All webcast platforms shrink your slides down – plus we now have the scale of mobile tablets to think about. Nothing smaller than 24pt font size. Detailed photos, like aerials maps, will be illegible. Crop in to the key point you want to make. No snazzy slide transitions.

4.) Speak sloooooooowly. Although you are on the phone, try to keep the pace of a live presentation. We all tend to talk fast on the phone.

3.) For retail investors, deliver the most important message first. “Yes, we offer dividends.” Asking about dividends is the #1 question asked at RetailInvestorConferences.com.

2.) You may need to seed the Q&A with a couple of your own questions. Live or online, getting over that first question hump is important. Don’t, however, throw a softball – use a real question from your recent earnings call. The goal is not to “fool anyone,” just to get the dialog going.


1.) Rehearse the presentation on your company’s WebEx type account to non-technical and non-financial people. This will amplify the pros and cons from the points above.

Have a great day.

4 responses to “Eight tips for presenting at virtual investor conferences



  3. Thank you. We have an investor conference next Thursday. retailinvestorconferences.com

  4. Pingback: OTC Markets Group helps us celebrate our 50th virtual investor conference! | Building Shareholder Confidence

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