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October 22, 2024 26 mins

About this episode

Investor days are crucial events for companies to showcase their strategic vision and build trust with the investment community. In this episode of Winning IR, Mark Fasken sits down with Helene Dina, President and Strategy Partner at HD Strategies, to discuss best practices for planning and executing impactful investor days. Helene shares her extensive experience in strategy, operations, and investor relations, offering practical and actionable advice for running best-in-class investor days. Listen to the full episode to learn more about:

  • The importance of investor days and what management aims to achieve
  • Key elements for planning an impactful investor day
  • Best practices for developing content and preparing speakers
  • Engaging formats and creative approaches to maintain audience interest
  • Common pitfalls to avoid when organizing investor days
  • Measuring the success of an investor day and maintaining momentum
  • Strategies for consistent communication with investors post-event

About our guest

Helene Dina is the President and Strategy Partner at HD Strategies, a unique advisory practice that provides strategic planning and communications for high-growth companies. With over 20 years of experience in strategy, operations, investor relations, and digital transformation, she has served in senior roles at various firms, including as VP of Investor Relations at The Walt Disney Company. Helene works with clients to design bold growth strategies, shape their investment narratives, and create best-in-class investor communications programs. She holds an MBA from Harvard Business School and a Bachelor of Arts degree in Economics from the University of California, Berkeley.

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