Investor Day 2017

This is a series of 5 pre­sen­ta­tions begin­ning with that of the fir­m’s pres­i­dent, fol­lowed by each of four heads of busi­ness. T. Rowe Price Investor Day was THE most high pro­file event for the firm. The audi­ence com­prised about half buy-side and half sell-side ana­lysts whose inter­pre­ta­tion of the infor­ma­tion pre­sented would influ­ence the future finan­cial suc­cess of the firm.
The over­ar­ch­ing mes­sage for the event was that T. Rowe Price has the capa­bil­i­ties, the plan, and the resources to meet chang­ing investor pref­er­ences. Along those lines, the under­ly­ing themes were:
  • We are invest­ing in capa­bil­i­ties from a posi­tion of strength.
  • We are invest­ing to diver­sify our capa­bil­i­ties and client oppor­tu­ni­ties globally.
  • We desire to become more of an inte­grated solu­tions provider.
  • Our focus con­tin­ues to be on clients.
  • Our focus con­tin­ues to be on attract­ing and retain­ing top talent.
  • Our focus is long-term.

Through­out the cre­ation of each of the 5 pre­sen­ta­tions, the main con­sid­er­a­tions to keep in mind included:

  • How does the data support/enhance our message/story? Is the data nec­es­sary to tell the story?
  • Would you be com­fort­able with dis­clos­ing the data on an annual basis going forward?
  • Are there any poten­tial unin­tended neg­a­tive con­se­quences to shar­ing the data publicly?

The event was a great suc­cess. Four pre­sen­ta­tion “firsts” were used at T. Rowe Price including:

  • Dark theme
  • No page num­bers on the slides
  • The use of cus­tom notes pages to include sup­port­ing information
  • The legal depart­ment allowed almost all legal hedge to remain on the notes page and not the slide itself

Before & After Examples

Drag the cen­ter bar left and right to see the before and after transformation.

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Full Presentation

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