Virtual investor conferences and investor access platforms: The future or a fad?

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Arline Brooks
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1 Virtual investor conferences and investor access platforms: The future or a fad? Nordic Investor Relations Conference Copenhagen 14 September 2016

9/13/2016 11:24:10 AM 2010 DB Blue template Changing times.

2 9/13/ :24:10 AM 2010 DB Blue template Changing times. Source: (March, 2013) Picture for illustrative purpose only 1

3 Key drivers Cost reduction and efficient use of management time Sellside use of video conferencing Buyside building relationships with issuers Investor Relations Officers Format preference Regulations Sustainability 2

4 ADR Virtual Investor Conference ( dbvic ) 3

5 Virtual investor conferences Why did we set it up? How is it publicised? Who presents? What are the benefits? Who pays? How do you measure success? Will it replace physical investor conferences? Future enhancements 4

6 Participation levels 108 presentations, 65 companies spanning 22 countries to date 3,500 registered participants on database Predominately retail investors (56%) but also >450 buy side and sell side institutions Certain investors like hedge funds often remain anonymous Open platform environment with media / press participants Sell-side analyst 6% Portfolio manager 6% Media/press 5% Other or unspecified 15% Broker 1% Source: (2016) Buy-side analyst 7% Financial adviser 4% Individual investor 56% 5

7 Presentation tips Disclaimers Greater focus on strategy rather than financials Keep to no longer than mins Try to avoid recorded presentations Use video to enhance presentation 6

8 Investor access platforms Matching services with meeting scheduling CorporateAccessNetwork Meetyl WeConvene Ingage Social networking with meeting scheduling Closir Video meetings with social networking ELITE Connect/Open Exchange (LSE) 7

9 Challenges Achieving critical mass Ensuring privacy on conversations Security, cyber threats and hacking Compatibility with CRM systems How do you make money? 8

10 Latest survey results An online poll conducted by IR Magazine produced the following results: 42% of respondents have used an alternative corporate access platform IROs were asked whether they had tried one of these services and subsequently stopped using it. Response was zero 22% say they plan to try an online corporate access platform in the future 27% say they have never tried one of these services but may use in future 10% stated that not only have they not tried such platforms, but they also have no plans to do so in the future Have you ever used an alternative corporate access platform? Yes No Yes, but I no longer do No, but am thinking of No, and I have no plans to Answered: 60 0% 20% 40% 60% 80% 100% Source: IR Magazine, September

11 The future? Source: (March, 2016) Picture for illustrative purpose only 10

12 Conclusion Given choice, clear preference for physical meetings Greater use of technology should continue to rise as a complimentary tool Investor access platforms should continue to evolve with particular relevance for small to mid-cap companies Future or a Fad? The future but not a complete replacement 11

13 Q&A 12

14 Disclaimer Important Notice This presentation is for information purposes only and is designed to serve as a general overview regarding the services of AG, any of its branches and affiliates. The general description in this presentation relates to services offered by of AG, any of its branches and affiliates to customers as of September 2016, which may be subject to change in the future. This presentation and the general description of the services are in their nature only illustrative, do neither explicitly nor implicitly make an offer and therefore do not contain or cannot result in any contractual or non-contractual obligation or liability of Deutsche Bank AG, any of its branches or affiliates. AG is authorised under German Banking Law (competent authorities: European Central Bank and German Federal Financial Supervisory Authority (BaFin)) and, in the United Kingdom, by the Prudential Regulation Authority. It is subject to supervision by the European Central Bank and the BaFin, and to limited supervision in the United Kingdom by the Prudential Regulation Authority and the Financial Conduct Authority. Details about the extent of our authorisation and supervision by these authorities are available on request. Copyright September 2016 AG. All rights reserved

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